Brrr Profile picture
Investment banker looking for job opportunities in the crypto space
Jan 25 9 tweets 2 min read
Recently published a comprehensive overview of the Crypto x AI space.

There seems to be some confusion regarding the vertical (AI on the blockchain type beat).

Below, some key takeaways to clear things up 🧵 Image As the industry develops, the AI supply chain for onchain users will be based on DePINs.

AI dApp platforms (provide AI developers with tooling and components) and stand-alone AI dApps will utilize ZK inference verification networks to bring reliable model outputs onchain.
Mar 8, 2023 44 tweets 15 min read
Called $GNS at $1.5

Let's see if a broken clock really can be right twice a day

A buy thesis on @muxprotocol 🧵👇🏼

(1/40) Image This thread will cover:

1️⃣ Overview
2️⃣ Tokenomics
3️⃣ Competitors
4️⃣ Price Analysis
5️⃣ Catalysts
6️⃣ Thesis Risks

(2/40)
Jul 4, 2022 22 tweets 4 min read
With #Ethereum's consensus mechanism changing from proof-of-work ("#PoW") to proof-of-stake ("#PoS"), as part of the merge scheduled for ~Q4 2022, let us look into what this implies for Miner Extractable Value ("#MEV")

🧵👇 (1/x) It is difficult to maintain decentralisation while scaling a blockchain that utilises PoW since it becomes increasingly challenging to participate as a miner. This is currently happening to Ethereum, and mining has started centralising around a few large mining pools