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john constantine Profile picture
john constantine
@0xmeatzy
assistant to the assistant’s assistant @SankoGameCorp
Mar 20, 2023 • 18 tweets • 8 min read
Bull markets are fun, but innovation is born from the belly of the bear.

Relatively new entrants like $ARB and $OP have been popping off, and there are tons of innovative new projects on the horizon.

Let's discuss the up-and-comer I'm most excited for: @monad_xyz 🧵 (1/18) Image This thread covers:

1) A brief look at the state of composability and transaction throughput

2) Monad's core innovations and competitive advantages

3) What to look out for 👀

2/18
Feb 11, 2023 • 22 tweets • 7 min read
1/ In the past month, we've seen small-cap gambling tokens ($RLB) and Arbitrum ecosystem tokens ($GRAIL print multiples.

$THALES straddles the border between these new narratives and has developed novel AMM-based positional markets for gambling. Let's discuss 🧵(1/18) 2/ The global gambling market grew from $449b in 2022 to $702b in 2023, and successful gambling platforms historically generate huge margins. Arbitrum has nearly $3 billion TVL, which accounts for more than half of the total TVL in Ethereum-based optimistic rollups