Andy Profile picture
Apr 23 1 tweets 1 min read Read on X
Two clear trends after speaking to builders on upcoming, highly performant chains:

1. The existing infra stack (oracles, RPCs, indexers, explorers) are just not able to keep up. There's a relatively sizable market for a new infra provider who's fully optimized for gigagas, high TPS chains, especially in EVM.

2. While it may be enough in the interim, the idea of your chain being 10K TPS as your edge won't be the case in the future. With high performance rollup stacks already launched, it will be as easy as ever to build a gigagas chain. This makes us huge believers in the niche-specific, app-specific, or target market-specific chain outlooks.

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More from @ayyyeandy

Jan 15
CFC St. Moritz Digital Assets Summit is happening today in the Swiss Alps and I'll be covering it on the ground for you all who are cozy at home on this chilly winter week.

Follow along this thread for the best takeaways and conversations of the week.

I'm pretty stoked. This is a three day conference with a ton of heavy hitters.

The WEF has an event here in a few days time, the famous 'Davos' so it’s very ritzy and luxurious. Personally, I'm more into authenticity than flaunting but I'm sure we'll see a ton of it.

Getting on the shuttle over there shortly! Im going to make a point to meet as many people as I can even though I don’t have a ticket (it was impossible to get).
Today is focused on the overall developments in the digital asset industry, addressing macro trends, anticipated pressures, and drivers, including regulation, technology, and other macro topics.

Basically the most important day, let's get the big picture right. Really excited to be a fly on the wall here today and absorb as much quality info as possible.

Skate to where the puck is going type of thing. Next post here will be from the event, stay tuned!
Read 17 tweets
Jan 11
Hey @TrustlessState can you please provide a transparent answer to what the hell just transpired in that last 24 hours with this?

Rumor has it Bankless has a ton of allocations, is up 1400x on them, has provided zero real value creation and is grifting from less educated people.
From what I’ve heard:

- Bankless has gotten ejaaz on their weekly show for *checks notes* less than a month

- Received multiple large allocations which are now worth millions

- Contributed very little to the actual “DAO” in any meaningful way which would have real world impact

- Is likely going to dump on unsuspecting retail (or already has)

Someone has some explaining to do. After the endless shilling of undisclosed bags, they fixed it and made things public. After the Bankless DAO, I gave them another chance. After this??? Who knows man.
So @TrustlessState you have $1,700,000 in your wallet.

Did you earn that? Did you contribute anything? How do you plan to make more videos about AI agents without just obviously dumping all over your audience?

You promoted this guy Ejaaz and his entire idea in a big way. The community demands answers.
Read 16 tweets
Feb 27, 2024
The Future of Rollups Panel at Scale Summit moderated by @yuan_han_li

Featuring:
@nemothenoone of @nil_foundation
@_bfarmer of @0xPolygon
@GuthL of @StarkWareLtd / @Starknet
@gluk64 of @the_matter_labs / @zksync

Live panel recap, let’s go! 👇 Image
@yuan_han_li @nemothenoone @nil_foundation @_bfarmer @0xPolygon @GuthL @StarkWareLtd @Starknet @gluk64 @the_matter_labs @zksync The first question from Yuan is about the right way to scale blockchains.

Brendan starts by saying the proper way to scale is horizonally by scaling access to liquidity / shared state.

He says scaling horizontally without composability is the way forward.
Alex says all panelists will converge on this vision and they all want to preserve the core priniciples of blockchains in the first place...security, permissionless, censorship resistant.

He mentions he wants blockchains to be accessible by anyone. 1000s of permissionless chains, horizontally sharded (sequenced in parallel), modular layers, some having centralized sequencers and some with decentralized BUT they are all connected.

No more bridging. Pls no more bridging!
Read 36 tweets
Jan 2, 2024
Some quick modular math on todays @dymension airdrop:

$TIA launched at ~$2.5FDV with most airdrop recipients receiving 2-3x what their initial allocation due to people not claiming

Its now trading $13B FDV, 2 months post airdrop

$DYM total supply is also 1B, I expect them to launch around $1 so about $1B FDV in a few weeks

Lets say you got 500 tokens, I expect you to end up with at least 1000+ when its all said and done as many people will not claim

$TIA went straight 6x post-launch, why can't $DYM pull a nice 3-4x and sit pretty around 3-5B FDV?

As $TIA is the leader of the modular sector, it will rise and bring everything up with it. Imo, holding this airdrop like with $TIA will be the best bet for future rewards and as the modular sector grows and $TIA moves towards $50B FDV, all tokens will rise with it.

Bold Prediction: $DYM trades over $10B one day. Soon.
@dymension Why should you care about Dymension?

Here's my writeup recap from a few months ago:

Ah yes, and of course Penguins got the drop, cuz Penguins are the builders pfp
Read 6 tweets
Dec 12, 2023
gm fam!

The modular thesis is playing out, have a read for some of my recent writings as to *why* I’m so damn bullish on this vertical 👇
@movementlabsxyz My DA thesis covering @CelestiaOrg, @AvailProject, @NEARFoundation & @eigen_da:
Read 13 tweets
Dec 8, 2023
𝐇𝐨𝐰 𝐭𝐨 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 𝐰𝐚𝐯𝐞 𝐨𝐟 𝐜𝐫𝐲𝐩𝐭𝐨 𝐚𝐝𝐨𝐩𝐭𝐢𝐨𝐧 𝐨𝐯𝐞𝐫 𝐭𝐡𝐞 𝐜𝐨𝐮𝐫𝐬𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 𝐭𝐰𝐨 𝐲𝐞𝐚𝐫𝐬 𝐰𝐢𝐭𝐡 𝐚 𝐟𝐨𝐜𝐮𝐬 𝐨𝐧 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐯𝐞𝐫𝐭𝐢𝐜𝐚𝐥𝐬:

There are certain niches in crypto which have big capital backing and a very strong, easy-to-understand narrative.

It will be these sectors which will drive narratives and attention by a wide margin.

Lets dive into Part 1 of the top projects from each vertical that I'm particularly bullish on 👇

AI:
@opentensor
@Fetch_ai
@TauLogicAI
@octa_space
@SingularityNET

Gaming:
@playSHRAPNEL
@MonStudiosHQ
@illuviumio
@Immutable
@katanainu
@EpikPrime
@AxieInfinity

RWA:
@FluxDeFi
@zothdotio
@landxfinance
@DomaniProtocol
@ClearpoolFin
@maplefinance
@realio_network

Modular Blockchains:
@CelestiaOrg
@fuel_network
@movementlabsxyz
@union_build
@AvailProject
@cartesiproject
@fluentxyz
@eigen_da
@EspressoSys
@Hyperlane_xyz
Part 2:

zk Tech:
@PolyhedraZK
@0xPolygonMiden
@nil_foundation
@lagrangedev
@zkLink_Official
@zkBob_
@AleoHQ
@namada
@grvt_io

Privacy:
@Aleph__Zero
@OasisProtocol
@zephyr_org
@atorprotocol

L2s:
@zksync
@MantaNetwork
@optimismFND
@arbitrum
@Starknet
@Scroll_ZKP
@modenetwork
@LineaBuild
@LightLinkChain
@MetisDAO

Restaking:
@eigenlayer
@swellnetworkio
@Genesis_LRT
@stakefish
@OriginDeFi
@RestakingCloud
@stakewise_io
@staderlabs
Part 3:

Distributed Validator Technology (DVT):
@ssv_network
@divastaking
@ClayStack_HQ
@Rocket_Pool
@LidoFinance
@ObolNetwork
@luganodes
@puffer_finance

NFTs/Digital Art:
@pudgypenguins
@opepenedition
@MadLadsNFT
@tensor_hq
@sappysealsNFT
@0n1Force
@badkidsart

Intents:
@anoma
@IntentX_
@AcrossProtocol
@symm_io
@intentessential

Account Abstraction/UX:
@argentHQ
@AmbireWallet
@myBraavos
@HoldstationW
@AlchemyPlatform
@privy_io
@zerodev_app
@PlenaFinance

Lending & Yield dApps:
@synonymfinance
@Curvance
@Kamino_Finance
@PremiaFinance
@Possum_Labs
@Entanglefi
@MarinadeFinance
@nostrafinance
@PikeFinance
@mavprotocol

Liquid Staking:
@jito_sol
@stakedotlink
@tenderize_me
@PersistenceOne
@milky_way_zone
@fraxfinance
@ankrstaking

Many of these projects are trading on the liquid markets now, and many are tokenless.

Your mission, should you choose to accept it, is to follow these & stay up to date with their releases to position for the next two years.

You will be happy you did. Thank you for reading 🙏

𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘐 𝘩𝘰𝘭𝘥 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯𝘴 𝘪𝘯 𝘴𝘰𝘮𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘳𝘰𝘫𝘦𝘤𝘵𝘴 𝘮𝘦𝘯𝘵𝘪𝘰𝘯𝘦𝘥 𝘢𝘣𝘰𝘷𝘦. 𝘐 𝘢𝘮 𝘢𝘯 𝘢𝘤𝘵𝘪𝘷𝘦 𝘱𝘢𝘳𝘵𝘪𝘤𝘪𝘱𝘢𝘯𝘵 𝘪𝘯 𝘵𝘩𝘦 𝘶𝘱𝘴𝘪𝘥𝘦 𝘸𝘩𝘪𝘤𝘩 𝘤𝘳𝘺𝘱𝘵𝘰 𝘣𝘳𝘪𝘯𝘨𝘴. 𝘈𝘭𝘸𝘢𝘺𝘴 𝘋𝘠𝘖𝘙 𝘢𝘯𝘥 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘯𝘰𝘵 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦.
Read 5 tweets

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