Michael

@michaellwy

253 Following

194 Followers

Michael pfp

What’s pre confirmation

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Michael pfp

What is ZK co processor in eli5?

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Michael pfp

is this still active? or has it died

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Michael pfp

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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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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Why are we pumping

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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

Anyone got good ELI5 on Arweave's AO?

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Michael pfp

Any ELI5 on AO?

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Michael pfp

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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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

What are the best deep dive research on Arweave? Lets curate a thread!

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Michael pfp

Is there a DeBank equivalent for for Osmosis and Cosmos chains?

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Michael pfp

Is there a DeBank equivalent for for Osmosis and Cosmos chains?

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Michael pfp

What are some new interesting 404 projects that are not just memes/PFPs?

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Michael pfp

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

$LEH is a perp dex disguised as a meme coin lol https://birdeye.so/token/7obg932wg2A1oTZhrPzR4DSdhKbjXzKSfHTBo2Hu5EbP?chain=solana

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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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this is why Farcaster is cool, you can literally build in other viral app logic in Frames

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