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More from @Tetranode

14 Dec 21
The endgame of Ethereum L1 is to settle L2 ZK-rollups, there is no other path

This has been established since 2018 with the roadmap of rollups and data-sharding
I've been writing seed checks to projects that will flex the power of L2

Example: on Ethereum mainnet, Chainlink's oracle misprice could be up to 0.5%

On Arbitrum, oracle update is triggered once price difference 0.05% exceeds so it is updated much more accurately
The capital efficiency improvement can translate into lower rates for user, and more money saved!

Many major apps are now deployed onto L2, the TVL will accelerate as performance deltas widens
Read 4 tweets
25 Nov 21
Current research

Trying to run models to see which disinflation model will do well after 100 years

My intuition tells me anything below 0.5% faces grave danger because of free-rider problem + paying the LP/Miners, so I marked it as the danger zone Image
Hard supply cap will run into security / payroll issues

I think perpetual inflation kept in check by a supply sink is the best solution

#ETHEREUM has perpetual inflation, but supply will likely have a steady-state equilibrium thanks to EIP-1559

ultrasound.money
On the bright side, protocols can evolve

I think with Curve, they will either vote to mint more $CRV a decade or two down the road or a tail emission

I think with BTC, they will be forced to evolve when they're in danger, who knows what it will become
Read 6 tweets
2 Nov 21
@Rocket_Pool $RPL
I have landed
RocketPool is the only TRULY decentralized $ETH 2.0 staking, the rest have elements of trust to them
Read 7 tweets
2 Nov 21
BONUSES???
CRYPTO EXPERTS!!!???
LOOOOOOLLLLL
THEY
ARE FUQD
Honestly

If you were a crypto expert, why would you submit yourself to such cuckery?
If not for the relatively low pay, are you ready to subject yourself to management by mid-IQ superiors?

Are you ready for stack rankings and reviews?
Read 5 tweets
31 Oct 21
November's gonna be a great month
$ETH #ETHEREUM 🌛 Image
Low T traders likes to take profit around previous ATH
I like to take entire protocols
Just the little differences
Forgot to label 0 (the ATH) that precedes the H&S Image
Read 7 tweets

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