NoSleep Reading List V18

If you're seeing this, congrats you survived.

1/x Gud read on bridges @0xJim
jim.mirror.xyz/a9PxnNed9o8DSp…

2/x

There's a growing field of out-of-the-box blockchains such as:
@cosmos appchains
@CelestiaOrg rollups
@0xPolygon supernets
@avalancheavax subnets
@optimismFND opchains
@StarkWareLtd L3s
@EclipseFND rollups

How do we connect all of em?

Permissionless Interoperability...

1/x Permissionless Interoperability is the freedom to bring interoperability features (such as bridging and interchain apps) to any blockchain, anytime.

@Hyperlane_xyz is pioneering this concept with the launch of Permissionless Deployments and out-of-the-box interoperability.

2/x

Kinda disappointing that the only notable cross chain/interchain use case so far is bridging. There’s so much more we can be doing with interoperability layers.

Some other non-bridge interchain use cases I think are worth noting for future: Interchain compute

Imagine being able to route computation to the cheapest blockchain, and settling back on the home chain near instantly. Effectively turn any blockchain into your layer 2. @Hyperlane_xyz’s point to point interop network makes this possible (in theory?)

All the recent bridge hacks are exposing how centralized most bridge security is, and how little control you have over your risk.

But what if you could customize your interchain security? What if you could control your risk?

Introducing @Hyperlane_xyz and Sovereign Consensus ⏬ Hyperlane is the interoperability protocol accelerating applications towards the Interchain. Sovereign Consensus is Hyperlane’s security layer that enables apps to permissionlessly customize their interchain security.

Many big words, wut mean? Spaceship metaphor to explain:

NoSleep Reading List V17

We're back?

1/x Gud read on cryptoeconomics and governance @ntnsndr
ntnsndr.mirror.xyz/zO27EOn9P_62jV…

2/x

NoSleep Reading List V16

Gud reads are gud for the soul.

1/x Gud read on DAOs @bob_hlbok
harambe.substack.com/p/roman-laws-o…

2/x

NoSleep Reading List V15

Bad market. Gud reads. Balanced, as all things should be.

1/x Gud read on defending crypto @matthew_d_green
blog.cryptographyengineering.com/2022/06/09/in-…

2/x

For an industry focused on realigning incentives between products and their users, the lack of focus on aligning incentives within the same teams and investors is pretty glaring.

1/x Comp and incentives are structured so poorly idk how a bunch of these projects/funds are going to retain talent or keep them motivated in a bear market.

2/x

NoSleep Reading List V14

I know you're not making any money trading this bear market. Time to check out some gud reads instead, before you get liquidated.

1/x Gud read on crypto incentives, governance, and fees @bob_hlbok
harambe.substack.com/p/roman-laws-o…

2/x

Is there a reason DEX’s for shorting coins haven’t taken off? Low demand? Poor mechanism/incentive design? What are we missing here? Seems like decentralized way to short coins is pretty useful and opens up opportunity to run pair trades on-chain. Does a concentrated liquidity design work for this? Let LPs decide where they want to provide shorts with liquidity in a tight range and also have corresponding range where they get stopped out, adjustable for risk tolerance. Route through this app + UniSwap for pair trades.

Just officially paid off the rest of my student loans. Made this twitter account originally to document my trading to pay off the student loans and now that I’ve finally done it, it feels… anticlimactic? My goals have evolved so much over the last 1.5 years it doesn’t feel real. I’m thankful for everything and everyone that’s gotten me here. Still, I can’t shake the feeling that it’s not enough. I didn’t get to this point just to become complacent. I now understand the game of shifting goalposts; the hedonic treadmill we perpetually run on like hamsters.

NoSleep Reading List V13

Bear market shouldn't stop you from learning. Time to catch up on some gud reads 🫡

1/x Gud read on why Web3 @ljin18
li.substack.com/p/a-theory-of-…

2/x

NoSleep Reading List V12

Feels like everything everywhere all at once these days. Cut through the noise with some gud reads.

1/x Gud read on ApeCoin and staking @cobie
cobie.substack.com/p/apecoin-and-…

2/x

Your metaverse/game isn’t getting mainstream adoption until entry price is below $100. That’s fine, there’s plenty of degens + wealthy crypto players that will pay to speculate. But at some point their attention and liquidity will be spread so thin that you have to expand or die. Most GameFi/metaverse projects are pigeonholing themselves as just crypto “games” with 4-5 figure entry prices on their limited NFT/land supply. Most are missing the point and catering to the traders/farmers while gatekeeping the users/players that actually matter.

NoSleep Reading List V11

Gud reads. Gud alfa. Gud vibes.

1/x Gud read on Berachain 🐻⛓️ @berachain
medium.com/berachain-foun…

2/x

NoSleep Reading List V10 🧵

Wow we made it to V10 already. Hope you've learned something from these lists. Feel free to keep shilling me your writing in my dm's and hmu with any feedback. Now, back to reading:

1/x Gud read on the big picture for crypto @knowerofmarkets
theknower.substack.com/p/breaking-awa…

2/x

NoSleep Reading List V9

Tired from the no sleep markets? Missed out on the pump and salty? Time to take a break and read.

1/x Gud read on Q2 outlook @knowerofmarkets
theknower.substack.com/p/the-golden-b…

2/x

NoSleep Reading List V8 🧵

Tired of getting railed by your crypto taxes? Time to take a break and read.

1/24 Gud read on Q2 outlook @blknoiz06
blknoiz06.substack.com/p/quarter-ii-2…

2/24

NoSleep Reading List V7 🧵

Nowhere left to rotate in this market? Time to chill and read.

1/22 Gud resource on blockchain development @DCbuild3r
github.com/dcbuild3r/bloc…
Help fund it here:
dcbuilder.mirror.xyz/PLNPOmKkYaP14k…

2/22

Gud read on rollup economics
barnabe.substack.com/p/understandin…

9/19 Gud resource/reads on ZKSync ecosystem
mirror.xyz/ibansadowski.e…

matterlabs.medium.com/zksync-2-0-pub…

10/19

NoSleep Reading List V6 🧵

The alpha is hidden in the lines. Read between them.

1/19 Gud read on long term crypto thesis @0xfbifemboy
fbifemboy.substack.com/p/six-long-ter…

2/19