1/ After my thread on @osmosis, thought I should do a full thread on @EvmosOrg and why I think it's going to be in a unique position to drive a lot of economic activity in the Cosmos Ecosystem.
Oldest coin, best coin
“Hypergamble into elite status” has become the prevailing narrative in crypto. Everyone’s been led to believe the working class will be rendered obsolete and that we only have 2-3 years left to “make it” before the world spontaneously combusts.
While
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We wrote another article, this time on @babylon_chain!
In this post, we cover the architecture of Babylon's Bitcoin Staking Protocol.
Babylon is fascinating because they're working on implementing restaking on Bitcoin. Teams like @eigencloud and @symbioticfi have
wrote a piece with emperor about how rollups, coprocessors etc are part of a larger trend on ethereum of moving computing off-chain (especially with zero-knowledge proofs becoming a reality)
even @drakefjustin's snarky EVM future is an instantiation of this future where
Wrote a second part on coprocessors with @0xkrane. In this we identify the trend of offloading compute in the Ethereum ecosystem and put it into perspective about how we are heading to a proof based world
crypto.mirror.xyz/8TXa9EqNkwjnQN…
HIP-3 is interesting because at first glance it commoditizes the infra that made @hyperliquidX popular but in reality its commoditizing the ability to make new markets on HL.
In this piece we explore the axes along which HIP-3 builders can innovate to differentiate themselves:
Hyperliquid's edge:
- team has clearly shown an ability to prioritize and execute on features users want
- team has been able to create trading infrastructure very few teams in the industry were capable of building (this is a technical edge)
- team understands markets and is
Since @EffortCapital didn't enjoy us writing about infra semantics we switched it up and wrote some thoughts on lending markets and DeFi.
As fast chains with low transaction fees like @solana, @monad_xyz and @megaeth become commonplace, we can start to rethink DeFi
Given all the conversation surrounding @drakefjustin's proposal for the ZK era of Ethereum last week and @0xdoug's tweets about a zkevm-ified ETH 3.0, we thought we'd post a sketch of what a "purpose-built" base layer for a rollup-centric ecosystem might look like:
Consensus Where it Counts: Rethinking Base Layers for the ZK Era
This piece by @0xkrane@Lamby0x@sylvechv and @wraitii explores the design space for the next generation of ZK-enabled base layers
Return of the Delegation Voucher
Over the last few months, LRTs have become wildly popular on Ethereum. So, I wrote a blog post to reconcile the differences between LSTs and LRTs.
More blog poasting
This time we wrote about settlement to try and understand what people actually mean when they say "settlement".
In general, we see settlement used in the asset-specific sense in traditional finance (with T+1 or T+2 settlement). In crypto we most commonly see
