0/ @solana Breakpoint is here!

There are thousands of people in Lisbon, and everyone wants to get connected to the right people

So here’s a thread on some of those people, and who they are trying to connect with

I think everyone’s DMs are open. Don’t be shy!
2/ @oedth and @dazuck from @ceramicnetwork (decentralized DB to power stuff like dTwitter)

Ceramic team is looking to NFT and social token projects

And teams that need a decentralized, censorship resistant database for non-finance applications
3/ @theklineventure and @MarcAntoineRoss from @graphprotocol (indexing and querying for web3)

Graph support for Solana is coming soon, so dapp teams, make sure to connect with Tegan and Marc!

Also, Marc is really looking to meet NFT collectors and influencers
4/ @zenzhenyu from @TorusLabs (amazing key mgmt system)

Zen is really looking to meet teams building Solana wallets, and apps that are trying to onboard users to crypto for the first time
5/ @dadadadaffy and @m_schneider from @mangomarkets (full stack defi derivatives)

They are really looking to connect with market makers to understand their paint points
6/ @DylanMacalinao and @Ianplyianm from @Saber_HQ (stable swap asset protocol)

They are really looking to connect with anyone building lending markets, or perpetual markets
7/ Varun and @nigeleccles from betdex.com (decentralized sports betting protocol)

BetDEX is hiring for a) front end engineers, and b) UX
8/ @buffalu__ and @segfaultdoctor from @jito_network (Solana-specific MEV stuff)

They’re looking to connect with validators, staking pools, back-end engineers, automation + HFT people
9/ @imcharliegraham from @hawku_com (NFT marketplace for game assets)

Charlie is really looking to meet game developers, to help those game developers increase liquidity for in-game assets
10/ @cindyleowtt from @DriftProtocol (defi derivatives)

Cindyfocuseding to meet traders, and others focused on DeFi derivatives
11/ @CanaanLinder from @StardustPlatfrm (make it really easy to embed a marketplace for NFTs in-game)

Stardust is looking to meet game developers in Lisbon who want to go mainstream with NFTs targeting 1m+ MAUs
12/ @redacted_noah from @TeamWumbo (AMM + bonding curve for social tokens on Solana)

Noah is looking to meet people who want to do stuff with Social tokens!
13/ @_Dean_Machine from @grapeprotocol (easily integrate tokens into social experiences)

Dean is really looking to meet people who are building web3 infra, and DAO-ists
14/ @shahmeerx and @matthewglezos from Fluidity

Fluidity team is looking to meet DEXs, NFT marketplaces, crypto store fronts, stable coin teams, and anyone who wants to increase the amounts of payments on chain
15/ and last but not least, @roneilr and @ForrestBrowning from @AudiusProject

They are looking to meet people doing NFTs, social tokens, and more!
16/ one more!

@StratosCut from @01_protocol

They are looking to hire college drop outs, traders, and engineers!

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More from @KyleSamani

6 Oct
0/ We recently led a round in @StripsFinance

Been thinking a lot about the evolution of DeFi derivatives markets, and we think the time is now for interest rates (IR) derivatives

Specifically: perpetual contracts!

multicoin.capital/2021/10/06/exp…
1/ Back in July, @_Dave__White_ asked the question

"What is the most mathematically elegant financial product you know?"

And I responded:

2/ In that time, Dave has invented a handful of perpetual swap contracts for new kinds of instruments
Read 8 tweets
16 Sep
0/ We just co-led a round in @LayerZero_Labs along with Binance Labs, along with Sino, Defiance, Delphi, Robot, Spartan, Hypersphere, Protocol and Gen Block

We think LZ is one of the most compelling approaches to building bridges

coindesk.com/tech/2021/09/1…
1/ I've been thinking about the Web3 stack for a long time!

I wrote about it twice, once in 2018, and again in 2019

For the most part, I got it right

But the one layer of the stack I just totally missed was bridges

multicoin.capital/2019/12/13/the…
2/ Bridges are *hard*. And complicated. And difficult to reason about

Fortunately @dberenzon recently wrote an amazing overview of the current landscape of bridges

medium.com/1kxnetwork/blo…
Read 8 tweets
13 Sep
0/ One simple mental model for the Internet is that the the Internet made information flow bidirectional

Whereas previously it was uni-directional
1/ Pre-internet, the mechanisms for one-to-many communication were

Stand in a public square, hooked up to a microphone, and get everyone to show up

Record a CD

National TV

Be in a movie

Write a book / magazine article

Newspaper editorial / ads

etc
2/ One of the amazing things about the Internet is that information flows in both directions

The first examples of this were email and lightweight HTML pages

But this didn't really pick up until the iPhone, because the thing that people really wanted to share was pictures
Read 9 tweets
10 Sep
0/ Rayban Stories

What, who, how, when, where, why

A thread

(Before getting into crypto, I started a company that built software for Google Glass (GG)in healthcare... I’ve been thinking about this stuff for a while!)

Only tangentially relevant to crypto
1/ What are FB’s long term goals?

Pretty obvious actually: build the metaverse

They have been investing in VR (Oculus) and AR for many years, with powering the Metaverse being the overarching goal
2/ FB stated that this will be the first of a series of products

The primary purpose of this launch is to get real world feedback

How do people use it?
What do they like / not like?
How do social norms evolve when someone wears camera glasses?

Etc
Read 25 tweets
5 Sep
0/ Some airplane thoughts on Loot
1/ I don’t think Loot has anything to do with any Metaverse things

Why?

Because Metaverse requires synchronous 3D space
2/ Loot may well have a place in a metaverse

But we are *very far* away from that. Networking + high fidelity rendering in real time for 1000+ people is a long way out
Read 13 tweets
2 Sep
0/ We’ve been thinking about stablecoins for a long time. We even tried to design one in late 2017 but ultimately canned it

We recently led a round in UXD, which we believe is the right decentralized stablecoin construction

multicoin.capital/2021/09/02/sol…
1/ the construction is understood: it’s just the basis trade

This is *by far* the most battle tested stablecoin construction because of the volume + OI on perps over the last few years

It’s very hard to see how it implodes because it’s 100% collateralized
2/ UXD lives on solana and will interface with the major derivatives venues like Mango and Drift and others

And stablecoin swapping pools like Saber
Read 5 tweets

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