- major tailwinds for BTC in the political landscape - promises of regulatory clarity in trump's administration + strategic BTC reserve for US gov
- rate cuts + monetary easing cycle = expansion of global liquidity which will favor assets like BTC
- defi coins that have regulatory clarity are well positioned to be big winners
- rising price targets for btc/ eth/ sol + other risk assets
- solana volumes will continue to skyrocket + memes will be favored by new retails being onboarded and exisiting users
- crypto x ai is still a relatively untapped area; continuous advancements in the ai space will give light to crypto x ai coins
position accordingly.
send it all.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
Let's dive into Farcaster's new web3 primitive - on how it works, its technicalities, and use cases:
Some key terms:
- Farcaster: Decentralized social protocol
- Warpcast: Main reference client
- Frames: New Feature on Faracaster, built as an extension of Facebook's OpenGraph Protocol
Frames essentially allow users to build small apps that run inside of casts.
Users can embed an “iframe” (not fully) into casts (tweets) and users can interact with them without leaving the Farcasster interface.
Solana is gaining momentum with developments like the Firedancer upgrade, growing institutional adoption, state compression tech, isolated fee markets, protocols launching tokens, and many more.
• Jito is Solana’s first staking product that includes MEV rewards. Users can stake SOL in exchange for the LSD token JitoSOL.
• Jito stakes with validators that run software designed to improve network performance.
• Jito’s TVL has shot up to $280M+
A 🧵 on Mantle Network, an emerging modular L2 ecosystem. (@0xMantle)
Mantle Network is still in its Testnet phase, however, Mainnet is expected to be in Q3.
Let's take a look at its updates, governance proposals, infrastructure, etc.
1/ Infrastructure:
Mantle Network distinguishes itself with a unique three-layer modular blockchain structure.
Ethereum handles the settlement and consensus layer in this structure, EigenDA ensures data availability, and Mantle Network serves as the execution layer.
2/ Stats:
Mantle Network is in its Testnet phase; however, it has experienced significant adoption in recent months.
The network processes ~ 63.5k transactions daily, accumulating a total transaction count of 12M. Additionally, there are 897k unique wallet addresses.
LayerZero is a modular and highly customizable cross-chain messaging protocol that works via a Relayer and an Oracle, rather than a blockchain with an intermediate consensus layer like Polkadot’s Relay Chain.
2/ Downfall of Liquidity Mining:
Liquidity Mining was spearheaded by the launch of Compound V1.
When the liquidity mining program launched, Compound’s TVL skyrocketed over 600%.