kydo.eth 🦇🔊 Profile picture
Special Projects @ Eigen Labs
Jan 1 44 tweets 3 min read
2024 Predictions.

To make this prediction more fun: if I get more than 20% wrong, I will randomly gift a retweet 1 ETH + 10 SOL. See you in 2025. 1/ On L2s.

L2s will consume more gas and attract more TVL / volume / users.
May 3, 2023 8 tweets 4 min read
I have figured out why the concept of ShS is so confusing to me.

My confusion stems from the fact that:

Unlike in Ethereum, in the modular stack, the tx root and state root are proposed (computed) separately.

TLDR: ShS is the correct term 🫡 Image In Ethereum, when the proposer proposes a block, it includes both the transaction root and the state root. Then every other validator will attest to both roots at the same time till it reaches finality.
Apr 29, 2023 12 tweets 6 min read
"I am the shared sequencer now."

- Open questions and thoughts around shared sequencer (SHS).

🧵 Image I have seen a lot of hype from tweets like this.

At least from my convo with people, these framings of SHS are adding to the confusion.

Feb 27, 2023 28 tweets 6 min read
.@eigenlayer is a cool concept but more !importantly! , it has a gold mine of interesting questions. Probably someone can do a Ph.D. just on it 🫡

Here's what I am asking/thinking after reading the whitepaper:

Long 🧵 Below is a good summary if you are not familiar with EigenLayer.

Abbreviations I used:
EL - EigenLayer
LSD: Liquid staking derivatives (eg. stETH)
LP: liquidity provider (eg Uniswap LP)
AVS: active validated services (services running on EL)

Alright, let's get started!
Mar 26, 2022 7 tweets 4 min read
🅱️ʟᴏɢ: ᴅᴇꜱɪɢɴɪɴɢ ᴀ ʙᴇᴛᴛᴇʀ ꜰɪɴᴀɴᴄɪᴀʟ ɪɴꜰʀᴀꜱᴛʀᴜᴄᴛᴜʀᴇ ꜰᴏʀ ᴄʀʏᴘᴛᴏ ɢᴀᴍᴇꜱ

.@0xAikoDai and I set out to tackle the most pressing issue in crypto games: hyperinflation 🤬

kydo.substack.com/p/blog-financi… This article is tailored for crypto game (GameFi) builders ⚒️and advisors👩‍💼. It is the longest piece we have written and the estimated reading time is 25 mins. So, maybe save the article now and read it on a sunny afternoon later.

We will provide a short summary in this thread👇
Jan 30, 2022 7 tweets 2 min read
Jan 22, 2022 14 tweets 5 min read
Dissecting ve(3,3) with simple math.🧐

Tl;dr
- 🖨️Weekly total emission is unrelated to % locked.
- 🤲Your locking yield is unrelated to other people's locking behavior.

Ccing: @Darrenlautf @knowerofmarkets

Ty @chudnovglavniy and @kvny2046 for the discussions.

1/
Background:

ve(3,3) is proposed by @AndreCronjeTech and @danielesesta, two greatly loved buidler in the space.

andrecronje.medium.com/ve-3-3-44466ea…
2/
Aug 31, 2021 19 tweets 10 min read
#Fantom , #Celo, and #Avalanche

Incentive program comparison.

A thread:
0/18 First on why these kinds of program exist:

Solving the chicken and the egg problem: you don't have builders because you don't have users; and you don't have users because you don't have good projects (built by builders).
1/18