LIVEToken Terminal
@TokenTerminal
Fundamentals for crypto: https://tokenterminal.com/terminal
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has someone written about what the ideal blockchain validator set looks like?
- # of validators
- stake distribution
- geographical distribution
- validator roles (other value add services)
- etc.
- # of validators
- stake distribution
- geographical distribution
- validator roles (other value add services)
- etc.
final @eigenlayer tweet for today... 😁
is EL more a crowdfunding platform than a cloud?
= few, but high $ value deals
if yes, will operators & AVSs want to enter into business outside of the platform?
compare to @Uber where the deals are = high frequency & low value
is EL more a crowdfunding platform than a cloud?
= few, but high $ value deals
if yes, will operators & AVSs want to enter into business outside of the platform?
compare to @Uber where the deals are = high frequency & low value
Can there be too much economic security?
Is EigenLayer a crypto VC that raised a $15 billion fund to invest in crypto (AVS) at the seed stage?
Too much capital, chasing too few quality deals?
Why is this comparison relevant?
After all, both Aave and EigenLayer are marketplaces that route capital from:
1) those that have it (lenders, stakers)
2) to those that need it (borrowers, AVSs)
Too much supply relative to demand results in poor returns = the deposits move elsewhere.
Is EigenLayer a crypto VC that raised a $15 billion fund to invest in crypto (AVS) at the seed stage?
Too much capital, chasing too few quality deals?
Why is this comparison relevant?
After all, both Aave and EigenLayer are marketplaces that route capital from:
1) those that have it (lenders, stakers)
2) to those that need it (borrowers, AVSs)
Too much supply relative to demand results in poor returns = the deposits move elsewhere.
A Distribution Platform for Onchain Applications
Uniswap, Aave, and Morpho on @base 📈
Uniswap, Aave, and Morpho on @base 📈
still trying to wrap my head around the "bootstrapping" value proposition of @eigenlayer
the example here is related to oracles:
1) a seed-stage oracle network vs.
2) @chainlink
looking at this from a buyer's POV:
why would the seed-stage oracle network become better than Chainlink in practice with the "signaling" stake?
the stake does NOT give the seed-stage startup a multi-year track record, engineers, operational excellence, brand, distribution, etc. that's needed to compete with an incumbent?
that is, the "stake" is really not the bottleneck here, but the quality of the product?
the example here is related to oracles:
1) a seed-stage oracle network vs.
2) @chainlink
looking at this from a buyer's POV:
why would the seed-stage oracle network become better than Chainlink in practice with the "signaling" stake?
the stake does NOT give the seed-stage startup a multi-year track record, engineers, operational excellence, brand, distribution, etc. that's needed to compete with an incumbent?
that is, the "stake" is really not the bottleneck here, but the quality of the product?
Top 20 protocols based on 365d market cap growth
$SOL and $TON are the only $10B+ protocols that made the cut
$SOL and $TON are the only $10B+ protocols that made the cut
Why couldn't @compoundfinance Labs build the products that are now built by @superstatefunds?
They already built the Compound Treasury product, which was a step in that exact same direction.
Why the need for a separate, VC-backed entity?
They already built the Compound Treasury product, which was a step in that exact same direction.
Why the need for a separate, VC-backed entity?
building a crypto app is cost-efficient until
1) global competition catches on, and
2) end user expectations adjust
that's why @Uniswap took off w/ a 5 person team, but is closer to 150 today
1) global competition catches on, and
2) end user expectations adjust
that's why @Uniswap took off w/ a 5 person team, but is closer to 150 today
takes 1 second to launch a token
and 5+ years to build a sustainable onchain business
public market investors: there's seldom a rush to buy
and 5+ years to build a sustainable onchain business
public market investors: there's seldom a rush to buy
Post-TGE price performance of tokens backed by @paradigm.
Tl;dr:
Even if a project has a reputable backer, that does not automatically convert into great returns for public market investors.
Tl;dr:
Even if a project has a reputable backer, that does not automatically convert into great returns for public market investors.
📈Will @symbioticfi continue to attract deposits at the current rate?
The protocol grew from 0 to ~$1.2B in TVL in under a month.
The protocol grew from 0 to ~$1.2B in TVL in under a month.
