You asked for my alt. Here it is.
Joined October 2021
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PK (99.9,0.1) ๐ฆ๐ retweeted
Iโve been excited about Polygon and the AggLayer for a while but the last two weeks have been holy shit moments.
Going to melt some faces as we get into the first half of 2025.
PK (99.9,0.1) ๐ฆ๐ retweeted
ETF buyers going from 0 to 1 are price agnostic. They donโt care if price is 25k, 30k, 45k, 60k. Theyโre buying.
If you sold anything in the last 3 months or are willing to sell lower than launch date.. youโre [redacted]
Youโll have another shot with ETH ETF though
PK (99.9,0.1) ๐ฆ๐ retweeted
This is a common view but I think itโs flawed. Execution/sequencing are dislocated from aggregation
Aggregation should be thought of as a service vs an opinionated layer
For ex. Arb or OP can have an intra-stack SS they run where they accrue 100% of seq fee/mev, etc (and pay no rent to AggLayer)
Imo they would be best served leaning into their strengths there and winning that market vs trying to compete with zk-chads with a massive head start on the AggLayer. They give nothing up by opting into the AggLayer. Yes, they wonโt accrue cross-stack service fees but thatโs not their business. Itโs akin to trying to compete with the service of chainlinkโฆ It doesnโt make much sense from an operator perspective.
My bet is the market eventually figures this out- though today itโs still largely misunderstood
PK (99.9,0.1) ๐ฆ๐ retweeted
PSA: Do not create network effects around restricted design space in an industry that is still early/growing/figuring it out
Seems obvious, but apparently some need to hear this
PK (99.9,0.1) ๐ฆ๐ retweeted
@bfarmer on @Lightspeedpodhq: "@NEARProtocol will be joining the AggLayer."
It'll be very interesting to see whether that jumpstarts a network effect beyond the low-hanging fruit of @0xPolygon CDK chains.
PK (99.9,0.1) ๐ฆ๐ retweeted
I am looking at the @Securitize's Blackrock fund (BUIDL) investment docs and it looks nothing short of... historic
An actual onchain investment product by Blackrock. On Ethereum. NOT A PRIVATE CHAIN. ETHEREUM.
Savour this moment, this space is the place to be
PK (99.9,0.1) ๐ฆ๐ retweeted
I was the guy who convinced Fink to tokenize on Ethereum. Our firm spent >$100M on DD, lawyers, auditors, system implementation etc
I now need to tell him that a new L1 is launching this year with much higher tps and that we need to start all over again
Wish me luck
PK (99.9,0.1) ๐ฆ๐ retweeted
if @l2beat had a documentation quality metric @0xPolygon zkEVM would be first
PK (99.9,0.1) ๐ฆ๐ retweeted
The blobs are coming
The reason 4844 exists is bc Ethereum needed to compete with other L1s, not at some point in the future, but TODAY!
We couldโve waited for full danksharding but time waits for no one
Same goes for fragmentation. The time is now, not when available at L1
PK (99.9,0.1) ๐ฆ๐ retweeted
Contrary to popular belief, Ethereum has a ton of builders leading the charge. No, they're not just a bunch of podcasters.
Here's a short and incomplete list of some of the prominent Ethereum builders:
L1:
- @VitalikButerin
- @TimBeiko
- @drakefjustin
- @ralexstokes
- @vdWijden
- @mikeneuder
- @peter_szilagyi
- @lightclients
L2s:
- @jessepollak
- @CryptoIsCute
- @ajwarner90
- @sgoldfed
- @kelvinfichter
- @dankrad
- @davidesilverman
- @bfarmer
- @toghrulmaharram
- @gluk64
Protocols / Modular:
- @sreeramkannan
- @13yearoldvc
- @0xkydo
- @PrimordialAA
- @colludingnode
- @JacobArluck
- @musalbas
- @getsqt
- @dferrersan
- @niraj
- @KAndrewHuang
- @dwr
- @0xfoobar
Research:
- @bertcmiller
- @gakonst
- @samczsun
- @pumatheuma
- @transmissions11
Smart Contracts / Tooling:
- @optimizoor
- @PopPunkOnChain
- @0xQuit
- @fiveoutofnine
- @0xmons
- @0xjustadev
- @emo_eth
- @brockjelmore
- @Amxx
- @z0age
There are many many more (sorry if I missed you), these are just the names that I came up with on a quick glance.
Moral of the story: Ethereum has by far the largest community of builders.
PK (99.9,0.1) ๐ฆ๐ retweeted
Web3 gaming is clearly becoming the next break out category.
And it wonโt wane with the next bear.
Weโve been building obsessively now for > 6 years; including 5 games internally - dogfooding every customer problem.
Immutable zkEVM is launching out of early access imminently.
PK (99.9,0.1) ๐ฆ๐ retweeted
The obsessive simping over synchronous composability misleads the uninformed to thinking this [albeit important] edge case requirement is one that all chains should strive for
It is not. This is a specified design set for a niche use case
Do not get lost in twitter narratives
PK (99.9,0.1) ๐ฆ๐ retweeted
Memecoins are just airdrops in reverse
Airdrop = get people to use chain, they get money
Memecoin= people lose money, and it gets them on your chain
PK (99.9,0.1) ๐ฆ๐ retweeted
Thanks for attending my ted talk Chris
And the next step after Modularization is chain aggregation
PK (99.9,0.1) ๐ฆ๐ retweeted
If I were CEO of Ethereum I wouldโve never let this happen
Who is hiring?
PK (99.9,0.1) ๐ฆ๐ retweeted
You want access to Polygonโs users?
Guess what? Theyโre willing to SHARE them with you. All you need to do is join the AggLayer (itโs persissionless)
Have at it