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kerman

@kerman

128 Following
662 Followers
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kerman
@kerman
Curious about the inner workings of VDFs? Join me in my latest video as I explore the mandatory delays and sequential processes that make VDFs a cryptographic staple. Watch now: 👉https://youtu.be/zGwSmJrtdcI
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kerman
@kerman
memecoins: are they the future or just a fleeting joke? on my latest substack article, I talk about how these symbols of internet culture are not only challenging the established crypto elite but also paving the way for a more inclusive future. https://kermankohli.substack.com/p/memecoins-vs-elitecoins-a-cultural
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@kerman
creating multi-chain is hard. creating multi-virtual machine is harder.
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@kerman
crpyto data analytics needs to move from wallet based analytics to identity and clustered analytics
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@kerman
solana is fun for gambling but doing high value defi on it scares me
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@kerman
2020 marked the end of value investing and the rise of attention investing
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@kerman
inflation political authoritarianism the downfall of the US world war iii housing crisis ai
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@kerman
narrative economics
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@kerman
every cycle we come up with a new stablecoin protocol that we think will actually work lol. at the end of every bear market i always think "surely next cycle's players won't come up with something crazy". always amazed.
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kerman
@kerman
In my latest YouTube video, I explain everything about Chainlink Functions, including what it is, how it works, and when to use it. keen to hear your perspectives; feel free to share your thoughts! https://youtu.be/0FZNTD1yq60
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kerman
@kerman
i think a lot of usde's problems lie in what surrounds it, not the protocol itself. 1:1 hard coded price assumptions, inter-dependencies with all of defi and recursive automated leveraging are all the real killers.
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kerman
@kerman
i love how the modular scaling thesis people get annoyed with l3s because the modularity thesis plays against them now lol
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@kerman
unlike previous cycles, people are burned being on CEXs. being on-chain is much more common, and easier!
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@kerman
if l2s are parasitic to l1s... then that means l3 are parasitic to l2s which means... whoever is closest to the user will capture the most value.
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@kerman
does degen chain support debug calls on the rpc? hard to tell.
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@kerman
those that missed out on $degen will most likely be coming to $higher.
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by 2030 we’ll all be speaking in tickers: $hey $fren, are you $going to the $highest $degen $wowow $party?
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@kerman
higher is positioned in an interesting way to be the second mover to $degen. relative valuation will kick in/is already
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@kerman
my gf has an idea she wants to test: who would be interested to buy a real $degen hat for 10,000 $degen? delivered to your doorstep, anywhere in the world. comment below if interested👇
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kerman
@kerman
the magnificent 6?
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