gustav

@gdegen.eth

55 Following

22 Followers

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'under a chain-abstracted paradigm, intangibles such as brand or 'vibes' and 'alignment' will no longer be a moat. instead, protocols will be forced to compete solely on transaction fees and liquidity.' src: @delphi-digital

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base really starting to dominate the l2 landscape. 70% of l2 active addresses are on @base, up from 3% early 2024. chart: @growthepie

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the @polymarket post-election chart will be one to watch. trump-harris has generated $1.4b in trade volume so far. polymarket's september monthly volume stands at $530m, with october's first week already exceeding $400m. curious to see if and how this activity carries over to other markets (politics, sports, business, etc). with polymarket’s Q4 ’23 monthly average volume at $6.5m, even a 87% drop would still result in ≈10x yoy quarterly baseline growth 💪. volume distribution chart: @blockworksres polymarket volumes: @theblock

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witnessing @polymarket grow into a platform that helps retail monetize expert knowledge across fields where it wasn't possible before. suddenly, people spending hundreds or thousands of hours building an edge in random areas can start to make money: - maybe you are a movie geek and can make educated guesses on which movie will gross highest; - if you follow politics closely, you might have a strong opinion on who the next party leader will be; - perhaps your passion is climate and you will be able to predict the number of hurricanes based on historical data and current conditions; - if you watch a few games of soccer each week, you might have an informed take on who'll win ballon d'or; soon enough, we'll probably see tons of new markets created for an ever-increasing variety of things.

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the most annoying part about trading memes is all the time and effort it takes to find the right ticker, verify the contract and choose a dex. for muggles, it's a near-impossible task. @usemoonshot does a great job abstracting it all away. perhaps this cycle, the top signal will not be coinbase, but @usemoonshot topping app store charts. cc - @murad

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sanctum's tvl market share already above 12% src: https://messari.io/report/marinade-q2-2024-brief

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here are the september degen library highlights👇. you'll find the full content list @ http://degenlibrary.notion.site. 1. the separation of mind and state @erikvoorhees writes about emerging concerns at the dawn of machine intelligence. in a future of ever-more powerful ai, who gets to control the thinking? https://moneyandstate.com/blog/the-separation-of-mind-and-state 2. the hard thing about learning hard things naval is credited with saying that the world rewards people who create things it can’t easily get. haseeb qureshi explores how unstructured learning can lead to asymmetrical returns. https://haseebq.com/the-hard-thing-about-learning-hard-things/ 3. bitcoin: a unique diversifier blackrock examines bitcoin's appeal as an asset fundamentally uncorrelated to traditional asset classes. https://blackrock.com/us/individual/literature/whitepaper/bitcoin-a-unique-diversifier.pdf

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browsing rwa.xyz and learning that stellar ranks second in hosting on-chain treasuries 👀 https://app.rwa.xyz/treasuries

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topped up my lightning wallet with solana usdc. native assets, cross-chain, low fees. well done @chainflip team 👏

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a great table showcasing ≈100x swings in depin multiples src: messari, https://messari.io/report/analyst-takeaways-token-2049-solana-breakpoint

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'in the coming economy of networked intelligence, perhaps economic flows are much less b -> b -> c and much more user -> agent -> compute network -> agent -> user. agentic protocols are the end result. applications or service businesses with limited overhead which run primarily using on-chain resources meeting end user (or each other’s) demands in composable networks with much lower costs than traditional enterprises.' src: https://members.delphidigital.io/feed/deai-compressed?utm_source=link&utm_medium=portal, @delphi-digital

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'imagine a set of computer programs, interacting with one another acting as digital engineers. controlled by a product manager - an open source gpt. this manager tells them what code to write. they iteratively test the code, using compute resources they buy from crypto protocols such as ionet. they store their output using storage protocols such as filecoin or arweave. then sell the outputs to either other protocols or people.' https://goodalexander.com/posts/agentic-protocols/

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running out of gas while requiring a micro-cent worth of eth for the next tx is (was?) probably the worst part about transacting on @ethereum. excited to learn that rabby cover gas to get the next tx over the line. ethereum becoming fun again 🌞.

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'all that matters is how much is made when correct versus how much is lost when incorrect' https://kelxyz.substack.com/p/letters-to-the-market-1

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'the tribes that feared fire froze in the darkness, and we will never know them' https://moneyandstate.com/blog/the-separation-of-mind-and-state

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'i see the future as a fight between apple single sign on, google single sign on, and crypto wallets. three ecosystems in an all out race to be the user’s trusted liaison – a race driven in equal parts by performance, convenience, trust, and security.' src: @delphi-digital

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'tokens are gasoline, not matches'

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a great chart on token unlocks src: messari.io/report/don-t..., messari

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'gold is a meme rock'

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