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Dec 7 • 4 tweets • 3 min read
This is nice but comprehensive fundamental analysis concerning $FTT and the exact risks that ultimately led to its downfall have been here for months

cryptoeq.io/corereports/ft…
We also broke down the cost-benefit analysis of using #exchange tokens from a retail perspective several months ago as well

@CryptoEQ has the same exhaustive bottom-up fundamental analysis for ~40 of the top crypto assets.

Because of actually doing the work, #CryptoEQ users were able to avoid $LUNA, $FTT and #FTX, #Celsius, $SRM, and more!

We've also been ringing the alarm bells on #Binance, @cz_binance, and #BNB chain

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More from @mt_1466

MT Profile picture
Oct 18
A quick one on @arbitrum #Nitro

- What is it?
- How is it different?
- What are the tradeoffs? ( bc remember EVERYTHING is a tradeoff)
- Should you care?
- and a little $ARBI airdop juice
Arbitrum is an optimistic rollup (OP) L2 built by @OffchainLabs.

The currently-live implementation is called Arbitrum One and is the most successful rollup to date (measured by TVL).
While both are Optimistic rollups, Arbitrum has some key differences from its counterpart, Optimism.

@optimismFND #OVM 2.0 is EVM-equivalent, running directly inside the #EVM, while Arbitrum One is only EMV-compatible.
Read 12 tweets
MT Profile picture
Oct 6
In today’s rollup world, the #L222 teams building rollups @zksync, @StarkWareLtd, @arbitrum, @optimismFND, etc.) still play a critical and centralizing role in the L2 process.

To what extent?
What can be done?
And #wen??

A thread on the entities and roles in a rollup tx
At a high level, there are three entities involved in a rollup transaction:
- the user on the rollup
- the rollup operator
- #Ethereum L1.

The rollup operator that sits in between the user and mainnet has tremendous responsibility and also some power. Image
Within this framework, there are also three crucial actors in the collection, execution, and finalization of a ZKR block:
- sequencers
- provers
- validators (verifier) Image
Read 15 tweets
MT Profile picture
Oct 5
$SUSHI "elected" a new chef!

You didn't think voting controversy only existed in the Trad world, did you??

Let's discuss the pathetic vote, the results, and what it could mean for @SushiSwap and on-chain governance moving forward
Headline: Jared Grey, former CEO of DeFi platform Eons Finance, won with 83% of the votes. A landslide!

Reality: The vote was held in the depths of a bear market, and only ~2% of eligible voters actually voted. Democracy!
In that 2% that DID vote were FIVE whales that basically decided the whole thing (11M of the 13M votes).

And those whales? VC firms.

Specifically, @CumberlandSays and Golden Tree with a combined ~8.1M of the 13M votes.
@ViktorDefi
Read 21 tweets
MT Profile picture
Oct 4
Is the looming $XRP-SEC settlement the end of an epic battle or just the beginning?

With a decision possibly coming as soon as this year, #crypto needs to be prepared for any outcome.

Let's do a quick review and then look ahead..... 🧵
Gary Gensler, Chairman of the #SEC, has repeatedly been on the record that he believes most cryptocurrencies outside of #Bitcoin are securities.

In September, Gensler was quoted, “the nearly 10,000 tokens in the crypto market, I believe the vast majority are securities…
the investing public is buying or selling crypto security tokens because they’re expecting profits derived from the efforts of others in a common enterprise.”

While the SEC has levied successful lawsuits against several minor crypto projects from the 2017 #ICO days...
Read 25 tweets
MT Profile picture
Sep 29
With @arbitrum Nitro going live last month and @zksync's zkEVM is expected next month, #Ethereum #L222s are getting better, faster, cheaper!

Which begs the question(s)...
How low can tx fees go?
And what are the actual points in a rollup tx that incur a cost?

thread time...
We'll discuss:
-What actually incurs a cost?
- What steps in a L2 tx cost the most?
- Does it vary for ORS vs ZKRs?
- What costs are fixed vs variable?
- Who's doing it best?
@ryanberckmans
So what ARE we paying for? And what steps?

One portion is the transaction execution (L2 fees): executing and batching transactions together, as a Sequencer does, costs compute power and real resources.

So, add it to the bill of rollup tx!
@iam_preethi Image
Read 25 tweets
MT Profile picture
Sep 16
Ethereum just moved to #PoS but #Avalanche and its C-Chain have been PoS for ~2 years. So, what's the big deal?

How does $AVAX PoS work?
How does its consensus algo differ from what ETH just implemented?
And can #Avalanche truly have a million+ validators one day??
The Avalanche network doesn’t use just one consensus mechanism but rather a collection of consensus protocols.

What is the Primary Network?

A three-chain (X, P, and C) system that segregates the work done by the overall network.
This enables more efficient use of network resources & the ability to process more txs simultaneously.

Avalanche’s primary network consists of three governing blockchains with diff consensus algos:

Platform (P)-Chain
Exchange (X)-Chain
Contract (C)-Chain

image @hansolar21
Read 26 tweets

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