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wolf

@warcin

311 Following
234 Followers
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wolf
@warcin
Thank you for a full day of amazing talks, great connections, and this incredible view now… Data Must Flow 📊
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@warcin
🛑 📸
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@warcin
🙌
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@warcin
thank u!!
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@warcin
gm to all the enjoyoors of the good old YT algo ☀️
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@warcin
Re: the good old DA costs discussion on /thedailygwei tbh, I like this take - good to have contradictory approaches 🟣 https://x.com/musalbas/status/1851907563589140846
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@warcin
yup, I get the DA part, and you’re doing an amazing job showcasing that. I’m just trying to assess the direct impact of L2s using Ethereum solely as a settlement layer and what it means for ETH the asset. So, let’s say Base, OP, and Zora switch to alternative DAs like EigenDA or Celestia - what’s the impact on ETH?
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@warcin
oh boy, ETH just caught a break, and now the Bankless guys are bullish. Why can’t we have nice things for ETH?
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@warcin
Yeah, I just want to understand the scenario where alt DA layers really take off for prominent L2s and assess the value flow back to ETH when it’s used solely as a settlement layer
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@warcin
thanks for sharing! Although @timjrobinson examines the long-term effects of the blob DA market on ETH supply here, seen similar takes in early EIP-4844 discussions. I’d love to find a way to quantify the settlement aspect too
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@warcin
tariffs ser
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@warcin
Feeling like a whale or smth 🌈 I’ve been buying this @yonfrula gem all the way down, trying to stabilize the AMM market The things a love for jpegs can make you do! https://zora.co/collect/base:0xbee2e26231a073bed89b60d23cf2d4044b3a3c3a/4?referrer=0x892bb1f6613aa4d575558be40b8c9717e1cb85fe
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@warcin
damn, that's some alpha right there, thanks for sharing!
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@warcin
There’s been a lot of discussion lately about adjusting the blob DA price to favor ETH’s burn properties, but I haven’t seen any analysis on the settlement variable
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@warcin
Can anyone point me to any quantitative analysis on the value flowing back to ETH from L2s that use it as a settlement layer?
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@warcin
locked-in season innit 🔐 For anyone who feels like their own motivation isn’t enough https://zora.co/collect/zora:0x0348dcea5e0256a899e76600d04ac14566d4922e/2?referrer=0x892bb1f6613aa4d575558be40b8c9717e1cb85fe
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@warcin
Imagine how sad it would be if it was all just about the numbers Rise and shine with purpose! 🌅
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@warcin
fr fr 🤝
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@warcin
gm, turns out the boys decided to take on a little side project 😳 https://x.com/RektHQ/status/1848793501104017602
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@warcin
🤨 https://x.com/FT/status/1848495842845446309
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