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@FigmentCapital | Skier | Musician | Hot Dog Connoisseur
Jerome Ku Profile picture 雷神Value(✊, ⬜) Profile picture 2 subscribed
Aug 4, 2022 24 tweets 7 min read
1 - AMMs have long dominated DeFi, @SeiNetwork believes it can change that.

A thread on Sei, the first orderbook optimized L1 that’s soon joining the ever-growing Cosmos ecosystem.

🧵👇 Image 2 - Central limit orderbooks (CLOBs) have been integral in market making in TradFi since 2000.

Every asset you trade today on the NASDAQ or other indices is filled using one.

However, CLOBs in crypto have largely only existed on centralized exchanges (CEXs). Image
Jul 14, 2022 25 tweets 7 min read
1 - Data Availability for Ethereum

Where it’s heading and how @CelestiaOrg fits into the picture.

🧵👇 2 - First, let’s look into why this convo exists.

Blockchains need to guarantee data availability (DA).

This is esp true for rollups/L2s as nodes on the L1 need to be sure that when a new block is produced, all of the data in that block was actually published to the network.
Jul 12, 2022 25 tweets 10 min read
1 - A new #IBC-connected app chain is launching soon and bringing important innovations to @cosmos DeFi.

@quasarfi aims to make interchain asset management simple, accessible, & secure through introducing a platform which allows users to permissionlessly create and join vaults. 2 - Before diving in, it’s important to discuss the circumstances which birthed @quasarfi:

A pitfall of the multi-chain ecosystem #IBC has birthed is liquidity fragmentation + capital inefficiency. So far yet to be resolved, DeFi users and protocols alike are impacted by this.
Jun 3, 2022 28 tweets 12 min read
1 - An emerging player in interoperability is @ComposableFin who unites the #IBC, #EVM, & #XCM ecosystems. Connecting the fragments that today make up DeFi, Composable aims to achieve composability through a system wherein the whole of DeFi is greater than the sum of its parts 🧵 2 - At the core of Composable's innovation is its Cross-Chain Virtual Machine (XCVM). Through natively cross-chain smart contracts, true composability across multiple ecosystems is achievable.

This is a big, what they're setting out to do even exceeds @LayerZero_Labs's offering
May 13, 2022 25 tweets 9 min read
1 - @archwayHQ is an #IBC CW-enabled incentivized smart contract chain. Aiming to increase equitability in its ecosystem, Archway reshapes how value's created & shared across blockchain ecosystems, opening up a new kind of a developer-centric economy.

My deep dive 🧵 is here 👇 2 - Archway believes that an active & engaged dev community is the most important determinant of long-term success for a smart contract platform. Yet in today's ecosystems, individual contributors & builders rarely capture much of the network-level value they help create
Apr 4, 2022 23 tweets 9 min read
1 - @AndromedaProt is an ambitious, early-stage protocol intent on building the "Wordpress of blockchain applications." A @cosmos / #IBC project, Andromeda seeks to eliminate many of the barriers currently impacting #Web3's rate of adoption. My thread🧵on Andromeda starts here 👇 2 - Whether you’re a user, developer, or anything in between, you’ve likely been impacted by at least one of Web 3’s problems today. As businesses and other large scale entities explore Web 3 adoption, the existence of many of these issues make integrating difficult to justify
Apr 4, 2022 8 tweets 4 min read
1 - As I prepare my portfolio for what I believe to be the next leg up for the #cryptocurrency market, I want to detail my concentrations & strategy. Below's an overview of my allocations + how I'm positioning myself to capture the most significant market opportunities that exist 2 - Position: $LUNA

With the continued strength of $UST as well as its promise to expand further with @CurveFinance's 4Pool, LUNA's tokenomics remain solid. This combined with the increased demand from the $BTC purchasing makes LUNA a strong play for the foreseeable future
Mar 7, 2022 25 tweets 10 min read
1 - Next up in my series of #IBC deep dives is @agoric. A JavaScript-native smart contract platform, Agoric has many key deployments on its roadmap for 2022. Poised to capture yet another strategic market segment for @cosmos, there is much to learn here. Welcome to my thread 🧵👇 2 - Presenting themselves as “a PoS chain utilizing secure JavaScript smart contracts to rapidly build & deploy DeFi," Agoric, through their Hardened Javascript, makes blockchain programming accessible to the 10+ million JavaScript devs globally. That's a huge addressable market
Feb 21, 2022 30 tweets 14 min read
1 - @StargazeZone the #IBC connected interchain NFT marketplace takes a robust approach in bringing the #NFT space, which has grown by 25,000% in the last year, to @cosmos. Aiming to solve the issues currently surrounding NFT marketplaces, my thread🧵on $STARS starts here👇 2 - Utilizing the Cosmos SDK, @StargazeZone intends to create a dedicated zone for NFTs that doesn't suffer from scalability issues while also being more secure, decentralized, transparent and flexible than existing marketplaces built on $ETH, $SOL, and other competing chains.
Feb 7, 2022 29 tweets 10 min read
1 - @EvmosOrg, the long awaited EVM Hub of @cosmos, brings full EVM-compatibility to Cosmos. Built on Cosmos’s IBC, Tharsis’s Evmos has the potential to take an already robust multi-chain ecosystem to the next level. My thread on everything you need to know about $EVMOS 🧵 2 - In 2016, Evmos originated as Ethermint which aimed to bring the scalability of Tendermint’s consensus protocol to $ETH, or EVM-based applications. Over time as ETH scaling solutions like $MATIC emerged, the original Ethermint chain’s value proposition was no longer unique
Jan 21, 2022 22 tweets 23 min read
1 - Since becoming a $LUNA & $SCRT investor, user, & community member, I've become a @cosmos & IBC advocate. Naturally, my next step’s to explore more IBC connected chains & learn all I can about this hub. That is what brought me to @JunoNetwork, a thread🧵on what I've learned @cosmos @JunoNetwork 2 - Junø is “an open source platform for interoperable smart contracts which automatically executes, controls or documents a procedure of relevant events and actions according to the terms of such contract or agreement to be valid & usable across multiple sovereign networks.”
Jan 3, 2022 21 tweets 15 min read
1 - Recently I published a thread on @SecretNetwork - $SCRT & its bubbling ecosystem:

Before reading this thread on @Shade_Protocol - $SHD, I’d highly recommend familiarizing with SCRT as understanding this content is highly dependent upon that @SecretNetwork @Shade_Protocol 2 - Shade Protocol is a stablecoin centric protocol native to SCRT. $SILK, $SDE’s counterpart, an algorithmic stablecoin, is privacy-preserving and inspired by $UST’s design with some variation. SDE, comparable to $LUNA, is the treasury, utility, arbitrage, and governance token.
Dec 27, 2021 17 tweets 16 min read
1/ - 2 weeks ago, I started researching & experimenting with @SecretNetwork - $SCRT. With my intrigue stemming from $LUNA & my growing interest in Cosmos, I found Secret’s tech & proposed solutions to be quite compelling. Though I will keep learning, here is my initial review @SecretNetwork 2/ - Secret’s value proposition is centered around privacy and the solutions it can bring within its own ecosystem & the broader Cosmos ecosystem. Combining $ETH’s smart contracts with $XMR’s privacy, + $ATOM’s scalability & interoperability, Secret boasts a unique tech stack