on-chain DeFi research mechanics > narratives
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For the last 2+ years I’ve been jumping between niches in Web3. Learning a bit of everything. Never going deep enough into one thing. The last 4 months were worse. Lots of movement. No clarity. Trying to find the “perfect” path. I’m done with that. I’ve decided to lock in as a DeFi protocol analyst & onchain forensics researcher and today was Day 1 of rebuilding my foundation from first principles. Today’s focus: the EVM state machine. Most people think: > EVM = Ethereum That’s not quite right. The EVM is the environment. Ethereum is just one network that runs it. The mental model that finally clicked for me: 1. Android OS → EVM 2. Samsung / Pixel → Ethereum, Polygon, BNB 3. Apps → Smart contracts Same environment → same apps → different devices. That’s why contracts port across chains.
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