yyy
一个逃难于国有行投身于Web3的流浪者，此心安处是吾乡。个人推特：@y_cryptoanalyst
11 Following
586 Followers
23.4K+ Liked
2.2K+ Shared
See original
PINNED
The false prosperity of zkSync ecosystem under L2’s market value of 10 billion
The overall TVL of the Layer 2 track has recently touched the tens of billions of dollars mark, and the ecology of the second-layer chain is showing a "thriving" scene. zkSync still ranks third in the L2 track, behind Arbitrum and Optimism, with an on-chain TVL of nearly $500 million. Why do you say that the prosperity of the zkSync ecosystem is false prosperity?
Before answering this question, let’s take a look at the recent TVL trends of Arbitrum and OP, the two big brothers on the second floor. According to L2Beat data, Arbitrum TVL fluctuates within a narrow range around US$6 billion; OP has seen many positives recently, TVL has also hit new highs, and ATH has exceeded US$2.5 billion; both TVLs account for nearly 85% of the L2 track, occupying an absolute share Dominance.
Before answering this question, let’s take a look at the recent TVL trends of Arbitrum and OP, the two big brothers on the second floor. According to L2Beat data, Arbitrum TVL fluctuates within a narrow range around US$6 billion; OP has seen many positives recently, TVL has also hit new highs, and ATH has exceeded US$2.5 billion; both TVLs account for nearly 85% of the L2 track, occupying an absolute share Dominance.
See original
When the bear market can’t find a direction, you can look more at the directions of big project parties:
Optimism is promoting modular development chain RaaS
Arbitrum is developing a dedicated chain for blockchain games
MakerDAO/ Frax focuses on the exploration of the RWA track
After narrowing down the scope, the conclusion is:
Shuttle RaaS/ Game Chain/ RWA
Optimism is promoting modular development chain RaaS
Arbitrum is developing a dedicated chain for blockchain games
MakerDAO/ Frax focuses on the exploration of the RWA track
After narrowing down the scope, the conclusion is:
Shuttle RaaS/ Game Chain/ RWA
See original
Connext accurately verified
No big hair across chains
Check the witch has no big hair
pua no big hair
Thanks to Connext, for helping us eliminate a bunch of junk projects
No big hair across chains
Check the witch has no big hair
pua no big hair
Thanks to Connext, for helping us eliminate a bunch of junk projects
See original
After all, you have waited for Big A, a bull market that is rare in 10 years.
And I shed tears looking at the EOS that was studded 5 years ago.
Human beings' joys and sorrows are not the same. I just think they are noisy.
And I shed tears looking at the EOS that was studded 5 years ago.
Human beings' joys and sorrows are not the same. I just think they are noisy.
See original
Caldera and its modular friends
After talking about "Eclipse and its modular camp" in the previous issue, this issue will talk about @Calderaxyz and its modular friends. Caldera is favored by a number of VCs and technology tycoons, and has received two rounds of US$9 million in financing led by Sequoia and Dragonfly Capital.
As a seed player on the RaaS track, Caldera is one of the few projects that can rival @alt_layer.
Caldera × Manta Network
@MantaNetwork, as a celebrity privacy public chain, has previously completed three rounds of financing totaling US$31.6 million. The initial product form is the Polkadot ecosystem's parachain L1 - Manta Atlantic.
As a seed player on the RaaS track, Caldera is one of the few projects that can rival @alt_layer.
Caldera × Manta Network
@MantaNetwork, as a celebrity privacy public chain, has previously completed three rounds of financing totaling US$31.6 million. The initial product form is the Polkadot ecosystem's parachain L1 - Manta Atlantic.
See original
Summarize
In short, PoseiSwap is a high-performance, privacy-protecting, RWA asset-backed DEX on the L3 chain.
PoseiSwap, as the first DEX of Zebec Chain's pioneer chain Nautilus, will also serve as a demonstration for the subsequent launch and ecological construction of Zebec Chain.
End/n🧵
In short, PoseiSwap is a high-performance, privacy-protecting, RWA asset-backed DEX on the L3 chain.
PoseiSwap, as the first DEX of Zebec Chain's pioneer chain Nautilus, will also serve as a demonstration for the subsequent launch and ecological construction of Zebec Chain.
End/n🧵
See original
testnet
In April 2023, PoseiSwap will launch the Nautilus Triton test network; in July, it will launch the BNB main network.
With the recent launch of the Nautilus mainnet, it is expected that PoseiSwap will also be launched on the Nautilus mainnet soon.
route map
Q4: Launch IDO function;
2024:
1) Integrate zk-tech to realize private transactions;
2) List RWA assets and realize transactions of RWA assets on the chain.
Supported RWA asset classes include tokenized stocks, bonds, and real assets, becoming a bridge between TradFi and Defi.
6/n🧵
In April 2023, PoseiSwap will launch the Nautilus Triton test network; in July, it will launch the BNB main network.
With the recent launch of the Nautilus mainnet, it is expected that PoseiSwap will also be launched on the Nautilus mainnet soon.
route map
Q4: Launch IDO function;
2024:
1) Integrate zk-tech to realize private transactions;
2) List RWA assets and realize transactions of RWA assets on the chain.
Supported RWA asset classes include tokenized stocks, bonds, and real assets, becoming a bridge between TradFi and Defi.
6/n🧵
See original
POSE token empowerment
PoseiSwap has issued its native token $POSE. As the core driving force of the protocol, $POSE’s token empowerment is reflected in the following two aspects:
1) Lock-up voting
$POSE token holders can obtain the pledge certificate sPOSE by locking the tokens, and sPOSE has voting governance rights. The amount of sPOSE is proportional to the locking duration of $POSE;
2) Liquidity mining
Currently three types of mining pools are supported:
LP pool and sPOSE single currency pool, pledge LP or sPOSE to get POSE inflation rewards; fee sharing pool, pledge sPOSE to get 1/6 of the protocol's swap fee reward;
PoseiSwap will launch a joint mining pool with its partners in the future. Those who pledge TOKEN-sPOSE tokens will receive dual rewards of TOKEN (partner tokens) and POSE at the same time.
5/n🧵
PoseiSwap has issued its native token $POSE. As the core driving force of the protocol, $POSE’s token empowerment is reflected in the following two aspects:
1) Lock-up voting
$POSE token holders can obtain the pledge certificate sPOSE by locking the tokens, and sPOSE has voting governance rights. The amount of sPOSE is proportional to the locking duration of $POSE;
2) Liquidity mining
Currently three types of mining pools are supported:
LP pool and sPOSE single currency pool, pledge LP or sPOSE to get POSE inflation rewards; fee sharing pool, pledge sPOSE to get 1/6 of the protocol's swap fee reward;
PoseiSwap will launch a joint mining pool with its partners in the future. Those who pledge TOKEN-sPOSE tokens will receive dual rewards of TOKEN (partner tokens) and POSE at the same time.
5/n🧵
See original
Features 1️⃣
Performance optimization based on Nautilus L3’s modular architecture
The core positioning of the Nautilus chain is high-performance modular L3, and the initial TPS will reach 2000+, which is much higher than other EVM chains. As a native DEX on the chain, PoseiSwap benefits from the performance of the chain itself.
Feature 2️⃣
Integrate zero-knowledge proof technology zk-tech to solve privacy issues
PoseiSwap will integrate Nautilus' upcoming zk-tech in subsequent iteration upgrades, allowing traders to conduct transactions without revealing private information.
Feature 3️⃣
Meet compliance requirements with asset permission pools and OFAC modules
OFAC is the Office of Foreign Assets Control of the U.S. Department of the Treasury and is the protagonist of the Tornardo Cash sanctions incident. By introducing the OFAC module, PoseiSwap caters to OFAC compliance requirements to provide users with a safe and compliant trading place.
4/n🧵
Performance optimization based on Nautilus L3’s modular architecture
The core positioning of the Nautilus chain is high-performance modular L3, and the initial TPS will reach 2000+, which is much higher than other EVM chains. As a native DEX on the chain, PoseiSwap benefits from the performance of the chain itself.
Feature 2️⃣
Integrate zero-knowledge proof technology zk-tech to solve privacy issues
PoseiSwap will integrate Nautilus' upcoming zk-tech in subsequent iteration upgrades, allowing traders to conduct transactions without revealing private information.
Feature 3️⃣
Meet compliance requirements with asset permission pools and OFAC modules
OFAC is the Office of Foreign Assets Control of the U.S. Department of the Treasury and is the protagonist of the Tornardo Cash sanctions incident. By introducing the OFAC module, PoseiSwap caters to OFAC compliance requirements to provide users with a safe and compliant trading place.
4/n🧵
See original
PoseiSwap Overview
As an innovative DEX protocol, PoseiSwap aims to solve the existing DEX problems of high fees, lack of privacy, and potential strong supervision.
Provide users with a cost-effective, privacy-protecting, safe and compliant trading venue. PoseiSwap is not limited to the trading of crypto assets, and will later support real-world assets such as RWA to achieve the integration of TradFi and Defi.
3/n🧵
As an innovative DEX protocol, PoseiSwap aims to solve the existing DEX problems of high fees, lack of privacy, and potential strong supervision.
Provide users with a cost-effective, privacy-protecting, safe and compliant trading venue. PoseiSwap is not limited to the trading of crypto assets, and will later support real-world assets such as RWA to achieve the integration of TradFi and Defi.
3/n🧵
See original
background
Zebec recently announced a dapp chain change, and @nautilus_chain was launched as the "precursor chain" of Zebec Chain.
The Nautilus chain will implement the modular L3 architecture of Celestia + Eclipse + zkEVM, decoupling the data availability layer, settlement layer, and execution layer to greatly improve network performance.
PoseiSwap will natively benefit from L3's modular stack.
2/n🧵
Zebec recently announced a dapp chain change, and @nautilus_chain was launched as the "precursor chain" of Zebec Chain.
The Nautilus chain will implement the modular L3 architecture of Celestia + Eclipse + zkEVM, decoupling the data availability layer, settlement layer, and execution layer to greatly improve network performance.
PoseiSwap will natively benefit from L3's modular stack.
2/n🧵
See original
[Quick overview of modular projects]
Introducing the first DEX @poseiswap based on the Layer 3 chain @nautilus_chain.
In April this year, PoseiSwap received financing from Zebec Labs at a valuation of US$10 million. Zebec Labs is the founding team of the multi-chain flow payment protocol @Zebec_HQ. Zebec is supported by star institutions such as Coinbase and Lightspeed.
How will PoseiSwap benefit from modular L3 narrative? Please look down⬇️ #layer3
1/n🧵
Introducing the first DEX @poseiswap based on the Layer 3 chain @nautilus_chain.
In April this year, PoseiSwap received financing from Zebec Labs at a valuation of US$10 million. Zebec Labs is the founding team of the multi-chain flow payment protocol @Zebec_HQ. Zebec is supported by star institutions such as Coinbase and Lightspeed.
How will PoseiSwap benefit from modular L3 narrative? Please look down⬇️ #layer3
1/n🧵
See original
《A brand new track: Cosmos' full-chain LSD duo》
(I. Introduction
“Cosmos is dead” - Fud Cosmos comments have appeared frequently recently, full of disappointment, sadness and unwillingness from early supporters. The performance of Cosmos in recent times is indeed shocking, and the ecosystem is like a stagnant water. As for the next phenomenal Cosmos sub-chain, how far in the future will it be?
The Cosmos ecosystem is dead, but Cosmos never seems to lack innovation.
Even under the haze of the Terra thunderstorm, famous and popular sub-chains such as Evmos and Canto were born. Since then, the Cosmos ecosystem has been silent for a long time, and no phenomenal public chain has emerged.
“Cosmos is dead” - Fud Cosmos comments have appeared frequently recently, full of disappointment, sadness and unwillingness from early supporters. The performance of Cosmos in recent times is indeed shocking, and the ecosystem is like a stagnant water. As for the next phenomenal Cosmos sub-chain, how far in the future will it be?
The Cosmos ecosystem is dead, but Cosmos never seems to lack innovation.
Even under the haze of the Terra thunderstorm, famous and popular sub-chains such as Evmos and Canto were born. Since then, the Cosmos ecosystem has been silent for a long time, and no phenomenal public chain has emerged.
See original
This unified foundation will be responsible for managing the complete revenue streams of Synclub and Helio.
After the merger is running smoothly, the issuance of governance tokens will be considered to achieve more decentralized governance.
The integration of the complete SaaS infrastructure provided by Synclub and the Helio stable currency mechanism is also a landmark attempt.
8/n🧵
After the merger is running smoothly, the issuance of governance tokens will be considered to achieve more decentralized governance.
The integration of the complete SaaS infrastructure provided by Synclub and the Helio stable currency mechanism is also a landmark attempt.
8/n🧵
See original
route map
In addition to the Multi-LST asset mortgage support mentioned above, Helio proposed the Multi-chain $HAY plan.
That is, for its core stablecoin, the transformation from BNB single-chain support to multi-chain support provides diversified application scenarios for $HAY and LST assets, thereby maximizing the value of $HAY.
Helio is expected to become a hub for LSTFi and stablecoin innovation.
The LSTFi Summer of the BNB chain is coming, so wait for the good news.
The above is a brief introduction to the LSTFi protocol Helio. It is only a project sharing without any investment advice.
End/n🧵
In addition to the Multi-LST asset mortgage support mentioned above, Helio proposed the Multi-chain $HAY plan.
That is, for its core stablecoin, the transformation from BNB single-chain support to multi-chain support provides diversified application scenarios for $HAY and LST assets, thereby maximizing the value of $HAY.
Helio is expected to become a hub for LSTFi and stablecoin innovation.
The LSTFi Summer of the BNB chain is coming, so wait for the good news.
The above is a brief introduction to the LSTFi protocol Helio. It is only a project sharing without any investment advice.
End/n🧵
See original
For BNB holders, they can not only obtain PoS node income, but also obtain potential Defi income brought by liquid pledge assets.
Currently, Helio only supports AnkrBNB issued by LST protocol Ankr as collateral to lend stablecoin $HAY, and will support more LST BNB types in the future.
Including snBNB(Synclub), BNBx(Stader), stkBNB(Pstake), etc.
6/n🧵
Currently, Helio only supports AnkrBNB issued by LST protocol Ankr as collateral to lend stablecoin $HAY, and will support more LST BNB types in the future.
Including snBNB(Synclub), BNBx(Stader), stkBNB(Pstake), etc.
6/n🧵
See original
Helio × Synclub
The integration of Helio and Synclub is the first step for Helio to achieve diversified LSD asset support and will become a catalyst for the prosperity of LSDFi on the BNB chain.
Synclub is the fourth largest validator node on the BNB chain, providing SaaS services and accounting for 4.12% of the total BNB pledges.
After the merger, the two projects will be managed by a unified foundation.
7/n🧵
The integration of Helio and Synclub is the first step for Helio to achieve diversified LSD asset support and will become a catalyst for the prosperity of LSDFi on the BNB chain.
Synclub is the fourth largest validator node on the BNB chain, providing SaaS services and accounting for 4.12% of the total BNB pledges.
After the merger, the two projects will be managed by a unified foundation.
7/n🧵
See original
Helio empowers LST
Helio is the leading decentralized stablecoin protocol on the BNB chain. It is also the core infrastructure of LSTFi and thrives symbiotically with the LST protocol on the chain.
In short, users obtain PoS node income by staking $BNB and obtain liquid pledged BNB certificates.
Liquid pledged BNB can be used as collateral for the Helio protocol to lend the stablecoin $HAY through over-collateralization.
5/n🧵
Helio is the leading decentralized stablecoin protocol on the BNB chain. It is also the core infrastructure of LSTFi and thrives symbiotically with the LST protocol on the chain.
In short, users obtain PoS node income by staking $BNB and obtain liquid pledged BNB certificates.
Liquid pledged BNB can be used as collateral for the Helio protocol to lend the stablecoin $HAY through over-collateralization.
5/n🧵
See original
Current status of mobile staking track
According to Defillama data, the number of protocols involved in the mobile staking track has reached 100+, and the total TVL exceeds 21b. TVL tops the list, far ahead of Defi segmented tracks such as Dex and lending.
Returning to the chain level, the TVL contributed by Ethereum occupies an absolute dominance, and the BNB chain’s share is less than 200 million US dollars.
The development of BNB chain LST is limited to some extent by its on-chain infrastructure, but the potential is huge.
4/n🧵
According to Defillama data, the number of protocols involved in the mobile staking track has reached 100+, and the total TVL exceeds 21b. TVL tops the list, far ahead of Defi segmented tracks such as Dex and lending.
Returning to the chain level, the TVL contributed by Ethereum occupies an absolute dominance, and the BNB chain’s share is less than 200 million US dollars.
The development of BNB chain LST is limited to some extent by its on-chain infrastructure, but the potential is huge.
4/n🧵
Login to explore more contents