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Today

Morpho Blue unveils the Public Allocator, providing borrowers with just-in-time liquidity

Today, we unveil Morpho Blue’s Public Allocator, providing borrowers with just-in-time liquidity.

tl;dr:
- Isolated lending markets with shared liquidity.
- Borrowers can borrow much more from a given market.
- UX does not change.
- Smart contract risk does not change.

1/6

Quoting Morpho Labs 🦋 (@MorphoLabs)

1/ Today, we unveil the Public Allocator

A new feature that provides borrowers with just-in-time liquidity by reallocating liquidity between markets to increase the borrowable liqu......

2 hours ago Tweets

Morpho Blue unveils the Public Allocator, providing borrowers with just-in-time liquidity

Venice.ai

Announcing Venice

Today, we launch private, permissionless AI for the purpose of unfettered civilizational advancement: http://Venice.ai

Full announcement:
https://www.moneyandstate.com/blog/the-separation-of-mind-and-state

@TryVenice

A thread...
1/17

4 hours ago Tweets

Venice.ai

Ethena 2024 Roadmap: The Holy Grail: Internet Money

This post is intended to outline the roadmap and unified vision for Ethena in the coming months.

i) Why we believe Ethena is important
ii) What we are excited by: USDe convergence of DeFi, CeFi, TradFi
iii) The Ethena Endgame: Money, Network, Exchange

7 hours ago Reads

Ethena 2024 Roadmap: The Holy Grail: Internet Money

Yesterday

Pantera’s TON Thesis

23 hours ago Reads

Pantera’s TON Thesis

The Role of Reth with Georgios - ZK Podcast

Zero Knowledge Podcast is a show about zk proofs and other blockchain tech. Learn about the latest in zero knowledge research, cryptography-enabled privacy tech.

1 day ago Podcast

The Role of Reth with Georgios - ZK Podcast

Verifiable Compute: Scaling Trust with Cryptography

Verifiable compute is poised to become as important of a technological revolution as blockchain itself. It encompasses the commercialization of various cryptographic techniques that can be collectively as impactful for blockchains as HTTPS has been for the internet. While many technological hurdles and barriers to adoption exist, the density of sheer brain power pushing its limits points to an optimistic (or rather verifiable) future.

1 day ago Reads

Verifiable Compute: Scaling Trust with Cryptography

Hybrid order type (HOT) - AMM by Arrakis Finance

Introducing HOT: An MEV Aware, Intent-Centric AMM Design

With better outcomes for LPs and token issuers through a first-of-its-kind intents based approach to on-chain liquidity.

1 day ago Tweets

Hybrid order type (HOT) - AMM by Arrakis Finance

Solana Bandwidth Markets

1/🧵Solana SWQoS & Bandwidth Markets

Over the past few months, Solana has struggled with congestion issues, resulting in dropped transactions & processing delays.

One of the solutions to this is Stake Weighted Quality of Service (SWQoS).

Let's dig into SWQoS & Our new innovation, "Bandwidth Markets"!

1 day ago Tweets

Solana Bandwidth Markets

Examining the Based Sequencing Spectrum

The introduction of based sequencing once again highlights the crucial position of the Ethereum L1 proposer. However, how do we reconcile the high sophistication requirements of providing preconfirmations on rollups with the necessary simplicity of L1 proposers? If outsourcing sequencing is the way forward, how do we classify a system as based?

1 day ago Reads

Examining the Based Sequencing Spectrum

Binance Surveillance Team found DWF Labs Engaged in Market Manipulation

*Binance Surveillance Team found DWF Labs Engaged in Market Manipulation, Sources Say -- WS:: BBG

1 day ago Tweets

Binance Surveillance Team found DWF Labs Engaged in Market Manipulation

8th May 2024

Delphi Pro - The Revival of MakerDAO: Unpacking The MKR Thesis

  Introduction What has historically been indiscriminately punished for its lack of innovation and conservative organizational posture could be on

1 day ago Reads

Delphi Pro - The Revival of MakerDAO: Unpacking The MKR Thesis

House Overturns SAB 121

Historic moment — first ever vote on a standalone crypto bill in either chamber of Congress.

21 Dems joined with all the Rs (with 10 of each party not voting) to approve the repeal of SAB 121. 🔥

1 day ago Tweets

House Overturns SAB 121

Raising the Gas Limit Part 2 - Paradigm

how to raise the gas limit, part 2 ⛽⛽

1. the goal = raise the gas limit
2. the approach = use lots of data
3. the focus today = 𝐇𝐈𝐒𝐓𝐎𝐑𝐘 𝐆𝐑𝐎𝐖𝐓𝐇

very excited to release our latest research on the LARGEST + LEAST DISCUSSED factor holding back Ethereum's gas limit

2 days ago Tweets

Raising the Gas Limit Part 2 - Paradigm

Five perspectives on stablecoins - Nic Carter

At this point, stablecoins are a demonstrated success — crypto’s first killer app. The data on this front is abundant and increasingly clear. As I have argued, stables have dollarized the crypto market, and they are crypto-dollarizing a whole host of economies, particularly in emerging markets. There is an important discussion to be had about the long term prospects for native tokens like Bitcoin, Solana, or Ether in a world where almost all transactions on chain are settled in stables, but that...

2 days ago Reads

Five perspectives on stablecoins - Nic Carter

Crateplace Launch to Tokenize Music

We are on the verge of launching another crypto app that will take crypto twitter by storm. This app not only enables anyone to become a musician but also equips them with a new set of crypto tools to compete against the algos and network effects of social media

We are currently experiencing an era where various media channels—such as audio, video, pictures, memes, and sports—are all being tokenized.

Each of these mediums allows creators to now tokenize their work, enabling it to move frictio...

2 days ago Tweets

Crateplace Launch to Tokenize Music

7th May 2024

FTX Plan Summary

Quick Summary Of FTX Plan:
Customers < 50k get 118% back within 60 days of plan confirmation (Q1 2025ish) - this reps 96% of the customers

2 days ago Tweets

FTX Plan Summary

FTX Creditors to Receive 118% of Claims (Priced at Bear Market Lows)

FTX- 98% OF FTX CREDITORS TO RECEIVE AT LEAST 118% OF ALLOWED CLAIMS IN CASH WITHIN 60 DAYS OF EFFECTIVENESS - RTRS

2 days ago Tweets

FTX Creditors to Receive 118% of Claims (Priced at Bear Market Lows)

Introducing Arcium, the first parallelized confidential computing network.

Introducing Arcium, the first parallelized confidential computing network.

Arcium empowers developers and applications, from DeFi, DePIN, AI, and beyond, to flexibly access trustless, verifiable, and performant confidential computing power, starting on @solana. 🧵👇

3 days ago Tweets

Introducing Arcium, the first parallelized confidential computing network.

Bitcoin might actually get a soft fork - Blockspace Media

Blockspace had boots on the ground this past week Austin, Texas for BTC++, a Bitcoin developer conference where discussion over a potential soft fork moved forwards.

3 days ago Reads

Bitcoin might actually get a soft fork - Blockspace Media

Lyra Finance Tokenized Derivative Yield

Today, Lyra is announcing tokenized derivatives yield on EigenLayer.

Restakers on @swellnetworkio, @ether_fi and more will be able to earn 10-50% APY on their LRTs by utilizing a new primitive that tokenizes basis trade and covered call strategies.

Let’s unpack ↓

3 days ago Tweets

Lyra Finance Tokenized Derivative Yield

6th May 2024

Solana LST Dashboard

Overview of Solana's Liquid Staking Market

(✍️/7)

4 days ago Tweets

Solana LST Dashboard

MMT – The Good, the Bad and the Ugly – Pragmatic Capitalism

Modern Monetary Theory (MMT) is in the news a lot lately and has grown especially popular with non-economists and people who are attracted to the large government spending possibilities it promotes. MMT advocates frame the theory as a superior option to mainstream economics, but often cherry pick or misconstrue mainstream concepts while promoting their own vaguely accurate concepts.

4 days ago Reads

MMT – The Good, the Bad and the Ugly – Pragmatic Capitalism

Where Are We In The Cycle?

And is this time really different?

4 days ago Reads

Where Are We In The Cycle?

Fairblock Launches FairyCoW on CoWSwap

Announcing FairyCoW Swap, an auxiliary application for @CoWSwap that improves onchain trading experiences by protecting against pre-execution order leakage and increasing capital efficiency without reliance on centralized parties🔐

https://medium.com/@Fair_Block/announcing-fairycow-encrypted-orders-for-cow-swap-2a5ae0bd0785

4 days ago Tweets

Fairblock Launches FairyCoW on CoWSwap

Hong Kong ETF Flows Dashboard

In our view, the launch of the Bitcoin and Ethereum ETFs in Hong Kong, is a far less significant moment that the US ETFs. However, due to a number of requests, we have launched an HK ETF Flow dashboard

https://farside.co.uk/?p=1508

4 days ago Tweets

Hong Kong ETF Flows Dashboard

Mysticeti: introducing next generation speed | Dmitri Perelman at Sui Basecamp 2024

At Sui Basecamp 2024, Dmitri Perelman, Head of Engineering at Mysten Labs reveals Mysticeti, a new consensus protocol that is faster, cheaper, more efficient...

4 days ago Media

Mysticeti: introducing next generation speed | Dmitri Perelman at Sui Basecamp 2024

5th May 2024

Flare Network

The AI market is expected to grow ~5x over the next three years.

This makes the need for data one of the most valuable commodities in the crypto space.

There's a project facilitating the expansion of secure and decentralized data sources.

A 🧵

5 days ago Tweets

Flare Network

11th April 2024

Quick Highlights From The ZKSummit

ZKSummit (hosted by zero-knowledge podcast) was a single-day event in Athens with a highly technical group of (200 or so) attendees; enginee...

Some Thoughts on TNSR

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Tensor, the pro-trading NFT marketplace on Solana, has finally airdropped its governance token TNSR, marking the conclusion of its points Se...

9th April 2024

EigenDA Launches Mainnet

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EigenLayer just announced the launch of EigenDA’s mainnet. Restakers now have the ability to delegate to validators who will secure various ...

8th April 2024

Preconfirmations PoC leveraging restaking

@cairoeth released a PoC of preconfirmations leveraging restaking by using Relic’s Prover. It’s a pretty clever design so here’s a quick summary and some thoughts. This implementation leverages EigenLayer’s AVS to power the slashing mechanism. Ethe...

5th April 2024

The Battle Between Liquidity & Fund Flows

We still believe we’re in the midst of a liquidity cycle uptrend, but there are a couple potential headwinds to be mindful of that could cause us to hit a rough patch as we get into Q2. One of the most notable is a local top in global liquidity gro...

4th April 2024

A new PoW (yes, proof of work) protocol on Solana launched on Tuesday called Ore. The goal is to be a digital currency that anyone can mine on a phone, laptop, etc and from anywhere. Already it is cracked the top 3 programs on Solana and is kind of c...

2nd April 2024

Ethena Thesis — The Internet Bond

Ethena’s native token $ENA goes live today. Ethena is one of our highest conviction bets this cycle both at Delphi Ventures and personally, I believe: sUSDe will offer the highest dollar yield in crypto at scale USDe will become the largest stablec...

Q2 Outlook

We are in a bull market. Retail is trickling back, BTC is floating right above / around 2021 ATHs and there are so many bullish catalysts ahead of us. As someone that was around for all of 2023, it’s crazy to see a 7 in front of the Bitcoin price. ...

1st April 2024

Tracking Current Narratives

Today on our research team call I asked the team what they see are the strongest narratives right now in crypto. In no particular order I will go over them briefly here. Solana: memecoins are still booming with WIF >$4B but DeFi tokens JUP and JTO a...

$ENA (Ethena) TGE is Tomorrow

TLDR: Utility: Governance token TGE & Airdrop: April 2nd Immediate T1 CEX listings Total Supply: 15 billion Initial Circulating Supply: 1.425 billion Airdrop: 5% of supply Pre-market price: ~0.672 USD per token Running for just 6 weeks, Ethen...