Derek Walkush

@derekmw23

72 Following

111 Followers

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It’s been almost a year since UnixwapX’s launch - bringing offchain liquidity to the largest DEX. What happened? The AMM continues to fill 60-80% of total volume, even substantial volume of major tokens on CEXs. @jhackworth and I explored why: https://blog.variant.fund/the-future-of-dex-trading

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Last day to register!! Proof Day tomorrow in NY. Talks on cutting edge topics in ZK & shared sequencing for ZK researchers, builders, and app devs. Register here: https://lu.ma/ohsntnhd

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What is Proof Day? 4+ talks on emergent topics in ZK like proof aggregation, and how PA interacts with shared sequencing. Quick event this Friday afternoon in NY, with free food 🙂 Who should attend? Any researcher, developer, or builder in NY interested in ZK.

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. @variant is co-hosting Proof Day with @nebra this Friday in NY: ✅ Great crowd ✅ Talks on cutting edge topics ✅ Free food Do I need to say more? Apply here: https://lu.ma/ohsntnhd

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going to make warpcast my main profile, give me a follow :)

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we're very clearly looking into a world of 1000's of L2s. new ones can broadly be thought of in 3 groups: 1. tech innovation - MegaETH, Movement, Eclipse 2. economic games - Blast 3. distribution led - @zora chain, @base

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DeFi infrastructure on high performance chains is under developed, and structurally different from the Eth ecosystem. Here’s research on the path forward, and top opportunities for DeFi builders: https://variant.fund/articles/defi-opportunities-high-performance-chains/

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One piece of info is key to understand the oracles category: it's much cheaper to provide data to lending protocols, whereas derivatives trading requires constant pings making feeds very expensive. The opportunity for an early stage oracle is in derivatives.

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Increasingly convinced we’ll look back on 2023 as one of the great investment opportunities of the decade: - Most severe monetary tightening in 40+ years - Economy still hot, and structurally strong post covid - Political pressure + stimulus on the sidelines to avoid a recession

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The major yield narratives per cycle: 2017: ICOs 2020: liquidity mining 2021: NFT mints 2024: restaking - specifically for AVS airdrops

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What are the main sources of MEV on Solana? - CEX/DEX arbitrage - Liquidations - Spamming / spoofing transactions what else?

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