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herro

@blocks

86 Following
29 Followers
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Lemniscap
@lemniscap
1/10 As we enter the new year at full speed, we reflect on 2024 to refine our thesis and identify the forces shaping the crypto landscape. Here’s a preview of the themes and opportunities from our latest report. Full article here: https://paragraph.xyz/@lemniscap/reflections-and-forecasts-2025
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herro
@blocks
"Crypto lives in this duality: the immediate allure of speculative gains coexists with the steady march toward long-term utility and financial empowerment." Read our reflections on crypto in 2024 and what we've got on our sights on moving forward!
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herro
@blocks
i expect more analytics platforms to enter the DEX game sooner or later they're losing revenue opportunity current model: analyze -> insights -> execution readiness -> order off platform why not keep orders on platform and charge a small fee for the convenience?
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herro
@blocks
So you’ve heard of web proofs (aka “zkTLS”) TEE model, MPC model, Proxy model … “API on demand for anything” But what is it actually going to be used for? In my latest report, I’ll show you how initial use cases are branching out, what their objectives are, and why businesses should be paying attention Full report here: https://paragraph.xyz/@lemniscap/what-will-the-verifiable-web-look-like
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herro
@blocks
what kind of fish is that
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herro
@blocks
also tools to get on the inside, being early is everything in a high-float, low-FDV market
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herro
@blocks
as we shifted in 2024 to the token launch meta, i largely agree with this take - i'm bullish on tools and models for identifying newly launched tokens, analyze them rapidly, super-fast automated DD, fast execution - some that come to mind (gmgn. dexscreener, birdeye, Cookie, Kaito, Cielo, trading bots like Odinbot, Trojan, Photon) & ai agents that reliable absorb info and make decisions from all of the these and more faster than humans can or are willing or have time to do crypto has become one big money making game and tools that help ppl play the game will be successful a couple obvious exceptions are Bitcoin and stablecoins which have found PMF outside of this game (store of value, payments, hedging)
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herro
@blocks
gm neighbors! Check out Prints on /nativefun, just launched by @derek. Prints are pictures of your Native activity and will be a part of the upcoming Native Passports.
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herro
@blocks
hello
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herro
@blocks
🙃🙃🙃🙃🙃🙃🙃
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derek
@derek
On the seventh day of Native, my true love gave to me... Passports! In this v1 of Native Passports, you'll select your Print (mint a customized one at prints.native.fun!), review your Stamps, get verified, and sign your Passport! https://passports.native.fun/
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Lemniscap
@lemniscap
1/7 What will the verifiable web look like? Our new report explores the role of web proofs (aka zkTLS) and their potential use cases. What are web proofs and what real-world problems can they solve? 🧵 https://paragraph.xyz/@lemniscap/what-will-the-verifiable-web-look-like
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herro
@blocks
👋
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herro
@blocks
Make Ethereum Whole Again
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herro
@blocks
I developed a scale for assessing RWA projects, appreciate feedback and suggestions! https://medium.com/inception-capital/prime-a-framework-for-evaluating-rwa-projects-e3df4f52a355
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herro
@blocks
My new research making sense of TON's meteoric rise this year: https://hirokikotabe.substack.com/p/tons-rebirth
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herro
@blocks
a focal bet on the ETH ETF outcome yields 600% vs a dispersed bet on the underlying asset yields 20% @polymarket
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herro
@blocks
This prediction market primitive paves the way for prediction market apps with UX more like Tinder or TikTok, and prediction market extensions that embed directly into our daily browsing experiences Full post here 👉 https://bit.ly/prediction-market-primitive
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herro
@blocks
Integrating these AIs into the prediction market framework enables prediction markets at microscopic scale. Meaning prediction markets that are pertinent to specific communities and personally relevant.
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herro
@blocks
The orchestration of AI content creators, event recommenders, liquidity allocators, and information aggregators can catalyze massive new activity in this space.
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