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YP
๐Ÿ“ San Francisco, CA | ex-BCG, EQT intern
May 16, 2023 โ€ข 13 tweets โ€ข 3 min read
[Cancun ์—…๊ทธ๋ ˆ์ด๋“œ ์ดํ›„, ETH ๋””ํ”Œ๋ ˆ์ด์…˜ ํ˜„์ƒ์ด ์œ ์ง€๋  ์ˆ˜ ์žˆ์„๊นŒ?]

1/ ์ด์ „์— ์žˆ์—ˆ๋˜ ์—…๊ทธ๋ ˆ์ด๋“œ (EIP-1559, The Merge)๊ฐ€ ๋ฐœํ–‰๋Ÿ‰๊ณผ ์†Œ๊ฐ๋Ÿ‰์— ์–ด๋–ค ์˜ํ–ฅ์„ ๋ฏธ์ณค๋Š”์ง€ ํ™•์ธํ•˜๊ณ , ์นธ์ฟค ์—…๊ทธ๋ ˆ์ด๋“œ๊ฐ€ ์–ด๋–ค ์˜ํ–ฅ์„ ์ค„์ง€ ์•Œ์•„๋ณด์ž. ๐Ÿงต๐Ÿงต Image 2/ ์ด๋”๋ฆฌ์›€์˜ ์ค‘์š” ์—…๊ทธ๋ ˆ์ด๋“œ๋Š” ํ˜„์žฌ๊นŒ์ง€ ๋ฐœํ–‰๋Ÿ‰๊ณผ ์†Œ๊ฐ๋Ÿ‰์— ์˜ํ–ฅ์„ ๋ฏธ์ณค์œผ๋ฉฐ, ์ด๋”๋ฆฌ์›€์˜ ๊ฐ€์น˜ํ‰๊ฐ€์— ์ค‘์š”ํ•œ ์ฒ™๋„๋กœ ์ž‘์šฉํ•˜๊ณ  ์žˆ๋‹ค.
Apr 2, 2023 โ€ข 5 tweets โ€ข 1 min read
Thought of the day ๐Ÿ’ญ๐Ÿ’ญ 04.02.23

The most recent lesson that resonated with me was that the ability to ask perceptive and probing questions is more valuable than the ability to showcase oneโ€™s knowledge. The advent of innovative technology, let alone the ChatGPT syndrome, made it possible for anyone to search for an answer. However, the real deal lies in asking the right questions that lead to keen insights.
Mar 31, 2023 โ€ข 25 tweets โ€ข 4 min read
[ ๊ทธ๋ž˜์„œ ์™œ ๋“€์–ผ ๋ชจ๋ธ์ด์–ด์•ผ ํ•œ๊ฑด๋ฐ? ๐Ÿช™ ]

1 / @fraxfinance์˜ LSD ๋ชจ๋ธ์—๋Š” frxETH์™€ sfrxETH, ๋‘ ๊ฐ€์ง€ ํ† ํฐ์ด ์กด์žฌํ•œ๋‹ค.

๊ทธ๋Ÿฐ๋ฐ ํ”„๋ž™์Šค์˜ LSD ๋ชจ๋ธ์„ ๋ณผ ๋•Œ ๊ฐ€์žฅ ๋งŽ์ด ํ•˜๋Š” ์˜คํ•ด๋Š”, frx๋ฅผ sfrxํ™” ํ•˜์ง€ ์•Š๋Š” ์‚ฌ์šฉ์ž๋“ค์€ ์†ํ•ด๋ฅผ ๋ณด๊ฒŒ ๋งŒ๋“  ์‹œ์Šคํ…œ์ด๋ผ๋Š” ๊ฒƒ์ด๋‹ค. ๊ณผ์—ฐ ๊ทธ๋Ÿด๊นŒ? Image 1 / ์šฐ์„  ํ”„๋ž™์Šค์˜ LSD ๋ชจ๋ธ์— ๋Œ€ํ•ด ์•Œ์•„๋ณด์ž.

ํ”„๋ž™์Šค ํŒŒ์ด๋‚ธ์Šค์˜ ์Šคํ…Œ์ดํ‚น ์œ ๋™ํ™” ๋ชจ๋ธ์—๋Š” $frxETH์™€ $sfrxETH, ๋‘ ๊ฐ€์ง€ ํ† ํฐ์ด ์กด์žฌํ•œ๋‹ค.

$frxETH๋Š” ETH์˜ ๊ฐ€์น˜์— 1:1๋กœ ํŽ˜๊น…๋˜์–ด ์žˆ๋Š” ์ฝ”์ธ์œผ๋กœ, ์‚ฌ์šฉ์ž๋Š” 1 ETH๋ฅผ ์ œ๊ณตํ•˜๊ณ  1 $frxETH๋ฅผ ๋ฐ›์„ ์ˆ˜ ์žˆ๋‹ค.
Mar 30, 2023 โ€ข 18 tweets โ€ข 3 min read
[ frxETH๊ฐ€ ๋ญ๊ธธ๋ž˜ ์ด๋ ‡๊ฒŒ ๋‚œ๋ฆฌ์ธ๊ฑฐ์•ผ? ๐Ÿค” ]

1 / ์ด๋ฏธ ๋งŽ์€ ๊ด€์‹ฌ์„ ๋ฐ›๊ณ  ์žˆ๋Š” frxETH๋Š” ์ตœ๊ทผ wETH๋ฅผ ๋Œ€์ฒดํ•˜๋Š” ์•ˆ๊ฑด์ด ์ œ์‹œ๋˜์–ด, ๋”์šฑ ๋” ์ฃผ๋ชฉ์„ ๋ฐ›๊ณ  ์žˆ๋‹ค.

๋ณธ ์Šค๋ ˆ๋“œ์—์„œ๋Š” ์ƒ๋Œ€์ ์œผ๋กœ ๋œ ์•Œ๋ ค์ง„ Yearn Finance์™€ Frax Finance์˜ ์‹œ๋„ˆ์ง€ ํšจ๊ณผ์— ๋Œ€ํ•ด ์•Œ์•„๋ณด์ž. Image 2 / ์—ฌ๋‹ด์œผ๋กœ ๋ณธ ์Šค๋ ˆ๋“œ๋Š” ๋‚ด์ผ ์˜ฌ๋ผ์˜ค๊ฒŒ๋  Frax ์Šคํ…Œ์ดํ‚น ์œ ๋™ํ™” ์„œ๋น„์Šค๋ฅผ ํ‰๊ฐ€ํ•˜๊ธฐ ์œ„ํ•œ ๋ชจ๋ธ์˜ ์˜ˆ๊ณ ํŽธ์ด๋‹ค.

๋งŽ๊ด€๋ถ€โ€ฆ! ๐Ÿ’œ
Feb 27, 2023 โ€ข 61 tweets โ€ข 14 min read
๐Ÿ‘‘Can @EvmosOrg reclaim the Crown of EVM-based Appchain in the Cosmos Ecosystem?

1๏ธโƒฃ Evmos liqudity Trends in Q4 2022
2๏ธโƒฃ Effect of Osmosis Incentive Program on Evmos
3๏ธโƒฃ Evmos needs Community Alignment
4โƒฃ@spacefi_io TVL sees ~5000% growth

#Evmos๐Ÿงต๐Ÿ‘‡ TL;DR

(1) Evmos faced a significant decline in TVL since Q4 2022, but recent developments suggest that the incentive program can bring potential benefits to the Evmos ecosystem if used wisely.
Feb 25, 2023 โ€ข 34 tweets โ€ข 4 min read
์š”์ฆ˜ ๋‚˜๋Š” ๋ฌด์Šจ ์ƒ๊ฐ์„ ํ•˜๋ฉฐ ์‚ฌ๋Š”๊ฐ€ (์›น3 & ์ด๊ฒƒ์ €๊ฒƒ) 1 / ์ง์ ‘ ๋ณด๊ณ , ๊ฒฝํ—˜ํ•ด์•ผ๋งŒ ์•Œ ์ˆ˜ ์žˆ๋Š” ๊ฒƒ.
Jan 2, 2023 โ€ข 7 tweets โ€ข 2 min read
Albert Einstein said, โ€œIf I had an hour to solve a problem, Iโ€™d spend 55 minutes thinking about the problem and 5 minutes thinking about the solutions.โ€

#Evmos #Prop93 #Governance Iโ€™m not sure if the recent Evmos proposals even consider identifying the right problem. I came back from winter break, and I saw an utter disappointment.
Jan 1, 2023 โ€ข 21 tweets โ€ข 3 min read
2023๋…„ ์ƒˆํ•ด๋ฅผ ๋งž์•„ ์ •๋ฆฌํ•ด๋ณด๋Š” ๋ฉ”์‚ฌ๋ฆฌ์˜ 2023 ํฌ๋ฆฝํ†  Thesis ํ›„๊ธฐ ๊ทธ๋ฆฌ๊ณ  ํฌ๋ฆฝํ†  ๋‰ด๋น„๋ฅผ ์œ„ํ•œ ๊ณต๋ถ€ ํŒ

๐Ÿงต 1 / 2023๋…„ ์ƒˆํ•ด๊ฐ€ ๋ฐ์•˜๋‹ค. ๋ฌด๋ ค 168ํŽ˜์ด์ง€์— ๋‹ฌํ•˜๋Š” ๋ฉ”์‚ฌ๋ฆฌ ๋ฆฌํฌํŠธ๋ฅผ ์–ธ์ œ ๋‹ค ์ฝ๋‚˜ ํ–ˆ๋Š”๋ฐ ์›ฌ๊ฑธ, ๋„ˆ๋ฌด ์žฌ๋ฐŒ์–ด์„œ ํ•˜๋ฃจ ๋งŒ์— ๋‹ค ์ฝ์–ด๋ฒ„๋ ธ๋‹ค.
Dec 2, 2022 โ€ข 28 tweets โ€ข 6 min read
Introducing @EvmosOrg, the unrivaled EVM hub:
- Evmos Ecosystem
- Evmos Tokenomics
- Evmos Governance
- Evmos liquid staking module
- Cevmos (Evmos & @CelestiaOrg )

... and more! ๐Ÿงต๐Ÿงต๐Ÿงต ๐Ÿช๐Ÿช Evmos

First appeared in 2016 under the name Ethermint(Ethereum + Tendermint), Evmos envisions implementing Ethereum onto Cosmos.

1/
Aug 23, 2022 โ€ข 18 tweets โ€ข 3 min read
[์ด๋”๋ฆฌ์›€ ๋จธ์ง€ ์ดํ›„ Lido์— ๋Œ€ํ•œ 4๊ฐ€์ง€ ์˜คํ•ด]

- stETH๋Š” ๋จธ์ง€ ํ•ฉ๋ณ‘ ์ดํ›„์—๋„ ๊ณ„์† ์กด์žฌํ•  ๊ฒƒ์ด๋‹ค.
- ๋จธ์ง€๋กœ์˜ ์ „ํ™˜ ์ดํ›„ ์‚ฌ์šฉ์ž๋Š” ๋ฐ”๋กœ ์–ธ์Šคํ…Œ์ดํ‚น ํ•  ์ˆ˜ ์—†๋‹ค.
- ๋จธ์ง€ ์ดํ›„ stETH์˜ APR(์—ฐ๊ฐ„ ์ด์œจ)์€ ์ฆ๊ฐ€ํ•  ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€๋œ๋‹ค.
- Lido ํŒ€์€ MEV์™€ ๋ฆฌ์›Œ๋“œ ๊ด€๋ จ ์ •์ฑ…์„ ๋งˆ๋ จํ•˜๊ธฐ ์œ„ํ•ด ๋…ธ๋ ฅํ•˜๊ณ  ์žˆ๋‹ค. 0 /

์ด๋”๋ฆฌ์›€์ด ๋จธ์ง€๋กœ์˜ ์ „ํ™˜์„ ์•ž๋‘๊ณ  Lido ๊ทธ๋ฆฌ๊ณ  stETH๊ฐ€ ๋ฐ›๊ฒŒ ๋  ์˜ํ–ฅ์— ๋Œ€ํ•ด ์—ฌ๋Ÿฌ ์˜คํ•ด๊ฐ€ ์ƒ๊ฒจ๋‚˜๊ณ  ์žˆ๋‹ค. ์•„๋ž˜๋Š” ์ด๋”๋ฆฌ์›€ ๋จธ์ง€๋กœ์˜ ์ „ํ™˜ ์ดํ›„ Lido๊ฐ€ ๋งž์ดํ•  ๋ณ€ํ™”์— ๋Œ€ํ•œ Lido ์žฌ๋‹จ์˜ ์„ค๋ช…์ด๋‹ค. ๋ณธ๋ฌธ์€ ํ•ด๋‹น ๋งํฌ๋ฅผ ์ฐธ์กฐํ•˜๊ธธ ๋ฐ”๋ž€๋‹ค (๋งํฌ: bit.ly/3wji1iT)
Aug 22, 2022 โ€ข 28 tweets โ€ข 4 min read
ํ† ๋„ค์ด๋„ ์บ์‹œ ์ œ์žฌ. ๋ฏธ ์ •๋ถ€์˜ ์ž์œ  ์นจํ•ด์ผ๊นŒ?

- ํ† ๋„ค์ด๋„ ์บ์‹œ FUD: ๋ถํ•œ ํ•ด์ปค์˜ ์ง€์›?
- ๋ธ”๋ Œ๋” <> ํ† ๋„ค์ด๋„ ์บ์‹œ
- OFAC์˜ ์‹ค์ˆ˜?
- ํ† ๋„ค์ด๋„ ์บ์‹œ๊ฐ€ MEV ์ถ”์ถœ์— ๋ฏธ์น˜๋Š” ์˜ํ–ฅ ๋ณธ ์Šค๋ ˆ๋“œ๋Š” @Unchained_pod ํŒŸ์บ์ŠคํŠธ์˜ ์š”์•ฝ ๋ฐ ๋ฒˆ์—ญ๋ณธ์œผ๋กœ ํ’€ ์—ํ”ผ์†Œ๋“œ๋Š” ํ•ด๋‹น ๋งํฌ๋ฅผ ์ฐธ์กฐํ•ด์ฃผ์„ธ์š” (๋งํฌ: bit.ly/3cfeNGo).

1 /
Jun 15, 2022 โ€ข 40 tweets โ€ข 7 min read
[ํžˆ์น˜ํ•˜์ด์ปค๋ฅผ ์œ„ํ•œ ์ด๋”๋ฆฌ์›€ ์•ˆ๋‚ด์„œ] ๐Ÿ‘ฉโ€๐Ÿš€

์ด๋”๋ฆฌ์›€์˜ ๋ณ€๊ฒฝ๋œ ์ƒค๋”ฉ ๋””์ž์ธ์ธ Danksharding(์ดํ•˜ ๋Œ•ํฌ ์ƒค๋”ฉ) ๋ชจ๋ธ์— ๋Œ€ํ•ด ์•Œ์•„๋ณด๊ฒ ์Šต๋‹ˆ๋‹ค.

๐Ÿ‘‡๐Ÿงต 0-KOR/ ๋ณธ ์Šค๋ ˆ๋“œ๋Š” ๋ธํŒŒ์ด์˜ The Hitchhikerโ€™s Guide to Ethereum์˜ ๊ณจ์ž๋ฅผ ์ •๋ฆฌ ๋ฐ ์š”์•ฝํ•œ ๋‚ด์šฉ์œผ๋กœ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ๋ณธ๋ฌธ์„ ์ฐธ๊ณ ํ•ด์ฃผ์„ธ์š”. (๋งํฌ: bit.ly/3NA9Mpd)