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Rhys Profile picture
@RhysLindmark
Sep 14, 2021 • 10 tweets • 5 min read • Read on X
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1/ This was excellent. Some of my learnings:
2/ DAOs don't make money. (No offense.)

They sell tokens or have investors.
3/ Lots of folks in China. @DAOSquare is a leader here.
4/ Solana and Binance combined equal ETH.

Expect more growth of all three imo.
5/ Holy shit, @Uniswap is universally loved.
6/ Crazy how much @poapxyz is used (tbh, I don't really get it).

@coordinape is an excellent way to allocate crypto funds in a DAO.
7/ Crazy high NPS for being in a DAO.

Doesn't include all the folks who dropped out though.
8/ Anywho, great stuff @gitcoin @banklessDAO! Thank you.

Excited to see 2022 edition too.
@gitcoin @banklessDAO h/t @shingaithornton!
Also, would've loved to see:

1) How much money is currently flowing through DAOs. @DeepDAO_io stuff.
2) Current distribution of voting rights in DAOs. e.g. a16z.com/2021/08/26/ope… and
3) Felt like ya'll chatted with community folks but less VC DAO folks.

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More from @RhysLindmark

Rhys Profile picture
May 2, 2022
1/ Saw this comment on @SamuelHBlack's stream the other day.

Is UWx really that much better in #MTGCapenna draft?

Yes! Let's use @17Lands data to show why.
2/ First, we can get an instinct on this by showing color pair win rates.

WU, GW, and WUG have by far the best WRs. All above 60% while next best is 57%.

Also note that you should draft two-color if you can. h/t @Sierkovitz
3/ Let's go deeper! Why is UWx so much better?

Because you can get good cards late before the meta adjusts.

We can represent this with a GIH WR vs. ATA graph.

Lots of W and U cards above the line.

UWx is a one-way ticket to Value Town.
Read 37 tweets
Rhys Profile picture
Oct 23, 2021
1/ Coming up from a deep dive on the DeFi 2.0 rabbit hole. My learnings:

I. Where Are We Now?
II. NFTs, DAOs, and DeFi Are A Feedback Loop
III. Crypto Is A "Nuclear Reactor" For Money and Memes
IV. What's Going On In DeFi 2.0?
V. Other Trends

rhyslindmark.com/defi2/
2/ First off, I blame @jillrgunter
3/

I. Where Are We Now?

DeFi Summer of 2020 was just a $10B blip. We're now at $100B. ImageImage
Read 53 tweets
Rhys Profile picture
Jun 11, 2020
1/ I'm excited to share a piece I've been working on for 3 months:

"We Need To Talk: Marriage Counseling with Capitalism Itself"

I'm proud of it! One review:

"It is SO good. I hope with all my heart that is the direction we are going towards."

Thread👇
rhyslindmark.com/marriage-couns…
2/The premise is funny—Humanity, Capitalism, and Post-Capitalism are in relationship therapy.

Their problem:
-Humanity has outgrown Capitalism
-But Humanity doesn't know what Post-Capitalism looks like

They focus on 4 pillars of post-cap through dialogue, VR, and illustrations.
3/ The four pillars of post-capitalism:

BENTOISM: Zooming out to care about each other and the planet
GENEROSITY: Many of us have enough and can give back
COHERENT PLURALISM: Looking at issues from every angle
NETWORKISM: The rise of internet-enabled decentralized networks
Read 30 tweets
Rhys Profile picture
Nov 18, 2019
1/ Thread from the @SimonsInstitute workshop on:

Blockchain in Society: Applications, Economics, Law, and Ethics.

Schedule and livestream here: simons.berkeley.edu/workshops/sche…
1a/ First, Kobbi Nissim on "Predicate Signaling Out". (PSO)

AFAIU, it is a technical definition of privacy that formalizes the legal requirements of GDPR. (Asks the question—when could an adversary "signal out" a single person/row from a database?)

arxiv.org/abs/1904.06009
1b/ I didn't really understand the math of PSO, but some other learnings:

-Differential privacy (DP) and k-anonymity are defined mathematically. Contextual Integrity and Robot Lawyers are defined with formal logic.
-Nissim tried to create a math def of FERPA. It ended up ~= DP.
Read 29 tweets
Rhys Profile picture
Nov 1, 2019
(1/8) Wowowow. Super bullish on @ystrickler's Bentoism.

It's a ridiculously good synthesis and action framework for escaping our hidden default of financial maximization.

For any question, should I do ______?, ask {Now Me, Now Us, Future Me, Future Us}.

bentoism.org
(2/8) Here is @ystrickler's Bento box. I strongly resonate with:

- Show people the Matrix {Now Me}
- Create a better Matrix {Future Me}
(3/8) The Bento box reminds me of @TheKenWilber's Integral Theory 2x2.

The difference is that Wilber uses "interior vs. exterior" as the 2nd dimension, while @ystrickler uses "now vs. future".
Read 8 tweets
Rhys Profile picture
Oct 5, 2019
@socrates1024 @neha @ittaia @kanzure @dahlia_malkhi @Libra_ @LivepeerOrg @YondonFu @gnosisPM @AFDudley0 @AriJuels @initc3org 7b/ @arijuels looking into the game theory of these DEX arbitrage bots.

- Bots tend towards an equilibria (w.r.t. gas price)
- There are Wall St.-like latency wars! (Bots have started to do more raises over time.)

cc @phildaian

#CESSummit2019
@socrates1024 @neha @ittaia @kanzure @dahlia_malkhi @Libra_ @LivepeerOrg @YondonFu @gnosisPM @AFDudley0 @AriJuels @initc3org @phildaian 7c/ @AriJuels @initc3org

A great reminder that DEX arbitrage is just the tip of the iceberg—only .1% of total volume. See @BitwiseInvest report for example of CEX. (95% of reported volume is fake!)



#CESSummit2019
@socrates1024 @neha @ittaia @kanzure @dahlia_malkhi @Libra_ @LivepeerOrg @YondonFu @gnosisPM @AFDudley0 @AriJuels @initc3org @phildaian @BitwiseInvest 7d/ @AriJuels @initc3org with a hilarious point—they accidentally supercharged the bot community by:

- Creating GasToken (used by bots)
- Publishing blog post (which brought more attention!)

Check out the paper w/ @phildaian! arxiv.org/abs/1904.05234

#CESSummit2019
Read 49 tweets

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