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@tracecrypto1

77 Following
60 Followers
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@tracecrypto1
if one believes the "tokenization of everything" thesis, then what we're currently seeing is just a part of the principle of least resistance.
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narrative exhaustion signals the end of an arbitrage
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a lot of the Bitcoin L2s are reasoning around what existing Bitcoiners want, ignoring the fact that the majority of their users will be net new Bitcoiners.
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one of the strongest signs that a startup is being de-risked is when great founders start building their startup on top of it
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Alok Vasudev
@alok
Really terrific analysis of an under-explored BitVM question https://twitter.com/Dr_DAO_/status/1776240444843741245
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the challenge for front-ends is to build defensible convenience
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users are loyal to 2 things: brand and UX
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the sign of a great thinker is their ability to view an old problem in a new way https://www.youtube.com/watch?v=4pj3YX7S7W4&list=PLRHMe0bxkuemFG5hPu9pc87gnlE1iYkKZ
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we are approaching a severe infrastructure overhang
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NEBRA
@nebra
1. We are more than excited to announce NEBRA UPA, the first Universal Proof Aggregation protocol in production. NEBRA UPA brings 10x plus gas cost reduction and composability for zero-knowledge proof verification.
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In a bull market, all mimetic potential energy will be converted to kinetic energy
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Just signed up for this https://x.com/benleventhal/status/1770063233975472567?s=46&t=NvoVQP7_y5vQlOOPBGkwCA
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@tracecrypto1
the contributor economy - the economy of workers who participate in bootstrapping dePIN networks for a living
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@tracecrypto1
thank you sir!
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@tracecrypto1
couldn’t miss it
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I’m excited to announce that I’ve joined the investment team at Standard Crypto @sc! https://www.standardcrypto.vc/thoughts/joining-standard-crypto/
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Adam Goldberg
@a
If this cast gets 2000 likes @alok has committed to wear a toupee to Farcon
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Alok Vasudev
@alok
Fine
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#2k4toupee
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@luc
Really enjoyed this piece by @tracecrypto1 https://figmentcapital.medium.com/the-proof-supply-chain-be6a6a884eff Some of my notes and takeaways below
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