EJodyPhHd

@spdkgjoq

259 Following

2 Followers

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@drakefjustin @notnotstorm @TrustlessState @BanklessHQ @eth_proofs FTR I don't agree with this. Financial and similar high value use cases can have a place on L1, no matter the user.

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RT @0xjacobzhao: A Comprehensive Guide to Stablecoin Yield Strategies Link: https://t.co/lI9v5uCdl7 The crypto market has shown significan…

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https://t.co/bl5V9w0xus

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RT @DougieDeLuca: https://t.co/bl5V9w0xus

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$ETH price isn't just a number 1/ EF Runway 💰 EF holds ~$970M in assets (Oct 2024), with $788.7M in crypto (99.45% ETH). At a $130M burn rate, EF has ~7.5 years of runway if ETH stays stable. A drop in ETH? Runway shrinks. Critics argue $130M burn rate is excessive. https://t.co/GC2RsXZs1f

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RT @_FORAB: 对行业的一些小看法。最近币安的快速变化，其实也来自高层经营思路的转变，大家都说是有高人指点或股东介入，但打听了下感觉不是，不如说是熊市的进攻策略。这次开的上币窗口期，应该是历史上头一次，以前大家都是想办法把项目弄上币安，到现在突然变成了，如何上币…

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RT @ohyishi: 一个词被赋予太多意义，就变得抽象。喊单就说喊单，起盘、车头前排、找角度浇给… 也可以直接承认，没必要扯什么 build，显得很蠢很坏。真正此时此刻还在老老实实写代码、做功能的团队，反而显得有点尴尬。他们一般不会说自己在…

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Infra 项目到后期，面临的问题是技术对用户来说很难懂。 L1/L2 还是能通过空投来做用户增长，但对于其他 infra 项目（包括一些 co-processor 和 prover network 等等的 middleware）很多是 toB 的，尽管有一定的 PMF，但很难推动 C 端的 mindshare。在现在的注意力为王的市场情况下，推上币很难。

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RT @0xdannyh: https://t.co/hxTvfjzOVU

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最近看了一段时间的DePIN 核心还是PMF的问题原有的传统基础设施是否存在明显不足去中心化的方式是否可以解决这些问题填补市场空白或者相对原有方案具有优势？例如Grass的web scraping 市场需求很大传统方式做不了而分布式的方式可以做例如Helium Mobile 就是实打实的优惠有免费套餐

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做VC很容易陷入拾人牙慧的窘境。每天跟这个founder，那个投资人，这个KOL，那个agency，这个交易所，那个MM聊来聊去，从他们那里攫取只言片语，一番想象加工，东拼西凑出对行业的认知。事实上在脑海里构筑一番蓝图和把它落地是两码事。甚至可能落着落着发现蓝图一塌糊涂。

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RT @shuang_log2pi: https://t.co/P7oxzUllWd

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https://t.co/9fIGg33nP9

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最近在想是不是每个general-purpose execution layer最终都会演变成sector-specific execution layer？例如以太坊上的user

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RT @forgivenever: 现在市场难看了,是因为这个行业太多人都在利益链条上做了坏事,揣着明白装糊涂. 现在拿出一个替罪羊来杀, 把锅扣在一个小姑娘和某个特定做市商身上, 群众喜欢看到这样的戏码,我是坚决反对的.…

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RT @ballsyalchemist: Today, we're releasing https://t.co/ZCvmonBuOK in collaboration with @fenbushi, a data project I've been working on wi…

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RT @jocyln003: https://t.co/DPL2n3CMfY

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RT @IOSGVC: https://t.co/EpqByvn99I x IOSG Kickstarter Building trading automation tools or new on-chain trading experiences? Apply to IOSG…

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RT @mcutler: GM frens! Please say hello to Gas Network ??🛜 by @Blocknative: a new distributed gas oracle protocol designed to bring clarity…

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https://t.co/hRLoM941FC

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