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Kydo Profile picture
Kydo
@0xkydo
General Manager @Eigen_DA @EigenLayer | Fellow @TheDRC_ | Previously @ {Uniswap, Gitcoin}DAO, Stanford
Jan 1, 2024 • 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
Past threads and articles: Protocol native liquidity
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