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.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
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!
- 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.
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! 👇
@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.
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.