Michael pfp

Michael

@michaellwy

255 Following
194 Followers
Michael pfp
Michael
@michaellwy
What’s pre confirmation
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Michael pfp
Michael
@michaellwy
What is ZK co processor in eli5?
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Michael pfp
Michael
@michaellwy
Gm
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Michael pfp
Michael
@michaellwy
is this still active? or has it died
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Michael pfp
Michael
@michaellwy
Compound and AAVE are the most forked protocols aside from Uniswap, which speaks to the strength and soundness of their designs. But is this gonna be the final form that lending markets will take? Can @morpho Blue's new model emerge to challenge their dominance?
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Michael pfp
Michael
@michaellwy
Two weeks ago @fehrsam posted the question “Will stablecoins become the largest holders of US treasuries?” I’m happy to share that my submission has been selected as one of the winners of this bounty! Sharing the response I wrote below. https://michaellwy.substack.com/p/will-stablecoins-become-the-largest
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Michael pfp
Michael
@michaellwy
Why are we pumping
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Michael pfp
Michael
@michaellwy
Before: "meEMeS are dummbbb" Now： attention theory of value egalitarian prediction markets internet native culture user-generated assets globally accessible speculative liquidity schelling points for collective zeitgeist antidote for financial nihilism
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Michael pfp
Michael
@michaellwy
Anyone got good ELI5 on Arweave's AO?
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Michael pfp
Michael
@michaellwy
Any ELI5 on AO?
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Michael pfp
Michael
@michaellwy
It is incredibly embarrassing that the federal reserve did not think of solving inflation by tokenising delta neutral positions on core basket of goods and services.
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Michael pfp
Michael
@michaellwy
Making private debt is easy. Turning private debt into ‘money' is hard. From Holmström (2015): agents must accept debt no-questions-asked (NQA) for that debt to be money—they must accept the debt at par without reservation or costly due diligence.
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Michael pfp
Michael
@michaellwy
What are the best deep dive research on Arweave? Lets curate a thread!
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Michael pfp
Michael
@michaellwy
Is there a DeBank equivalent for for Osmosis and Cosmos chains?
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Michael pfp
Michael
@michaellwy
Is there a DeBank equivalent for for Osmosis and Cosmos chains?
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Michael pfp
Michael
@michaellwy
What are some new interesting 404 projects that are not just memes/PFPs?
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Michael pfp
Michael
@michaellwy
Will be starting to post some daily market journaling here: 【14 Feb 2024】 - Nervos $CKB mooning with RGB++ teaser. - $AR teases aoTheComputer an execution layer - Some new AI thing $AIUS launched but already at 1Bn FDV
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Michael pfp
Michael
@michaellwy
$LEH is a perp dex disguised as a meme coin lol https://birdeye.so/token/7obg932wg2A1oTZhrPzR4DSdhKbjXzKSfHTBo2Hu5EbP?chain=solana
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Michael pfp
Michael
@michaellwy
Introducing Accord: A Unified Bitcoin Layer 2 Network - Proof of authority - zkProof posted to L1 - DA in celestia - multiVM compatible (Move, SVM, EVM) - Sharding in the roadmap -Canonical connectivity with Stacks - oh btw bridge is 2/2 multisig Now accepting checks from Tier 1 VCs thanks!
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Michael pfp
Michael
@michaellwy
this is why Farcaster is cool, you can literally build in other viral app logic in Frames
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