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Insane move by @megaeth.
this is actually genius and here's why it's going to change everything
the problem every L2 has is making money without screwing users. you either:
charge high fees (users hate you)
rely on token speculation (unsustainable)
both (RIP)
megaeth said "fuck that" and built something completely different
USDm is backed by yield-generating assets (starting with ethena's USDtb/BUIDL). here's the wild part - instead of keeping that yield, they redirect it to pay for sequencer operations
this means gas can literally be priced at cost because operational expenses are covered by reserve yield. sub-cent transactions aren't just a marketing gimmick, they're economically sustainable
the flywheel effect is insane:
cheapest gas brings more builders
more apps = more USDm adoption
more USDm = bigger reserves earning yield
bigger yield = even lower operational costs
rinse and repeat until gas is basically free
traditional L2s are fucked because their model gets WORSE as they scale. they have to choose between volume and margins. megaeth's model gets STRONGER - more usage literally makes it cheaper to operate
and they partnered with @ethena for this which is actually perfect. ethena brings institutional-grade stablecoin infrastructure and proven yield strategies, megaeth brings the real-time performance to handle massive volume
the technical requirements for this are nuts though:
bulletproof stablecoin mechanics
reliable institutional yield sources
real-time blockchain that can actually handle the volume
seamless integration across wallets and dapps
this isn't just a product launch, it's megaeth saying "we figured out how to make blockchains profitable without being parasitic to users"
if this works, every other L2 is going to have to completely rebuild their economics. like why would anyone pay extractive fees when there's a chain offering sub-cent gas that's actually sustainable?
the timing makes sense now too - all that infrastructure stress testing was preparing for this. you can't launch revolutionary economics on shaky tech
honestly this might be the first truly non-extractive blockchain business model that scales. pretty wild to see it actually getting built
thoughts? am i missing something or is this as big as it seems?
Ravenium retweeted
1/ GIGA MODE HAS BEGUN.
This is just the beginning.
Every week, we'll be unveiling new features, partners, integrations and projects building on GIGA.
More innovation. More opportunities. More reasons to build with the native DEX.
Right Chain. Right Team. Right Tech.
🧵👇
Impressive
Alright, chat, time to address sensitive questions before y’all start guessing
1⃣Wait , are you guys an AI company now?
No. MEGA is a crypto-native company, and proudly so. Inference is the market we are entering, but the way we win it is through crypto technology and ideology.
There’s an artificial wall in crypto people’s minds about AI. It seems that if you are solving AI’s problem, you are betraying crypto. We reject that artificial boundary.
Inference is going to be the largest market in the world, and we believe crypto’s core tools are the best answer to AI’s biggest ones: fairness and access.
2⃣Okay, fine, explain to me why a crypto infra company is capable of solving AI Inference
Building MegaETH taught us something bigger than blockchains: across the largest markets, there are prevailing assumptions that lead end users to pay more than they should. Blockspace was one of those markets.
We are system researchers/engineers from Stanford Platform Lab, MIT CSAIL, and Harvard SEAS. We enjoy pushing markets toward their end state, and did it once with blockspace by breaking the norm and running a powerful centralized sequencer. Today, no one, literally no one, mentions decentralized sequencers anymore.
We were able to come in, measure where the waste was, find that the limit was a design choice, and engineer past it (very much against the “consensus”).
Over the summer, when we shipped Mega, the chain, we lifted our eyes and looked for the next ambitious problem set worth solving. We discovered, delightfully, that blockchain and cryptography can be applied to solve inefficiency in the rapidly growing inference market
We realized that staying a chain-only company felt wrong and would have meant ignoring the biggest opportunity in front of us.
Therefore, we decided to expand our mission and restructure to match it.
3⃣ Final question, what’s launching in December?
We are launching a globally competitive inference market to the public in Dec 2026.
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my x forked into 19,400 $FORK
$ git log --graph @0xravenium
* x scan +13,400
* trials +6,000
where did yours come from?
forks.wiki/r/0xravenium nitter.gq/wikifork/status/211982…
This quoted post is unavailable.
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Ravenium retweeted
Soon.
@RobinhoodCrypto @root_giga @fanrobinhood @DeFi_Dad @UFGDeFi @MCLBxfBOMB @ggdotxyz @glaze_corp
Ravenium retweeted
Wall Street Mining Co is LIVE ⛏️
Start mining $WSM: glazecorp.io/coins/0x4aEF7F7…
Take over the Mine NOW
CA: 0x4aEF7F76e2CE208f68e6646c385FeB8843aa34a0
Ravenium retweeted
GlazeCorp Launchpad is officially live on @RobinhoodCrypto and integrated with @fomo !
A new era of fair token launches begins now.
Each fund automatically grows its own treasury through mining fees. The more people mine, the bigger the fund gets. Every fund token is backed by real assets in the fund.
Launch your own fund tokens here in just a few clicks: glazecorp.io/
The first token to deploy on our platform is @WSMCO_ and can be mined here:
glazecorp.io/coins/0x4aEF7F7…
they're still voting for the dead head
get boosted before it's too late
@get_optimum #BoostedMeme
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i used to think ethereum's networking problem was that blocks are slow
after digging into some of the research from @get_optimum i think the real problem is that you never know how slow they will be
if blocks always showed up 100ms late everyone would just plan around it
but some show up early and some show up really late and you can't tell which one you're getting
so everyone plays it safe
proposers stop taking bids earlier than they need to so they don't miss their slot
attesters accept that some of their votes will land on the wrong head
and everyone leaves a buffer just in case
the buffer is where the money goes
their team looked at one week of relay data and asked a simple question
what if proposers could wait just 150ms longer
the answer was around 16% higher bids on average and roughly 190 eth that nobody captured that week
and the funny part is the hedging makes it worse
everyone rushing bids in right before the cutoff piles load onto the network at the exact moment it matters most
that's why i think their angle is smart
they're not only trying to make blocks faster
they're trying to make them predictable
in their benchmarks the timing was about 7x more consistent than normal gossip
if timing is predictable you don't need a big buffer
and if you don't need a buffer you stop leaving money on the table
one honest caveat
most of these numbers come from optimum's own research
the methodology is public and they posted it on ethresearch but i'd love to see independent teams measure it on mainnet too
curious what people running validators think
is your cutoff set tighter than it needs to be
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forgot the attestation side
head vote accuracy is around 98.6% today and the realistic max is about 99.4%
150ms faster blocks could get it to around 99.1% which closes more than half the gap
full research here if you want to check the math yourself
ethresear.ch/t/effects-of-la…
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how @get_optimum makes ethereum blocks faster explained like you're not a math person
start with how blocks move today
a proposer makes a block and sends it to a few peers
they send it to a few more
and so on until everyone has it
early on this is fast because almost everyone you tell hasn't heard it yet
but near the end most of the people you send it to already have it
so a lot of bandwidth goes into sending copies nobody needs
and the last nodes to get the block get it late
late block means late vote
late vote means wrong head or missed reward
now here's the trick optimum uses
imagine the block is three secret numbers x y and z
instead of sending the numbers you send equations
x + y + z = 10
x + 2y = 7
3x + z = 12
anyone who collects any 3 different equations can solve for x y and z
doesn't matter which 3
doesn't matter which ones got lost on the way
and this is the part that actually makes it fast
a node in the middle doesn't need to solve anything before passing it on
it can take the equations it has mix them into a brand new one and forward that right away
so every piece moving through the network is useful and nothing is a duplicate
that's random linear network coding
it was co-invented by @MurielMedard at mit and she's the ceo of optimum
on ethereum this runs as a gateway next to your beacon node
it doesn't replace normal gossip it just runs alongside it
so the worst case is you get the block the normal way
it went live on mainnet this week
around 3.3x faster than normal gossip over 50k slots
one operator saw 51% fewer wrong head votes in a week
two things worth knowing before you get too excited
the mev cutoff tool needs 200+ validators so solo stakers only get the faster blocks part
and the core coding library is source available not open source because the patents belong to the universities...
still one of the more interesting infra things i've looked at this year
if anything here didn't click let me know and i'll try explaining it another way
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Ravenium retweeted
送 2 张 Optimum TurboCard！
庆祝 @get_optimum 以太坊主网上线，全球仅 999 张，不公开出售，不可转让，只能靠活动拿到。
参与方式：
1️⃣ 关注 @get_optimum 和 @pandaBA007
2️⃣ 加入 Optimum 官方 Discord：discord.gg/4m2QKpGW8g
3️⃣ 💓并转发这条推文，评论区留言“已完成”
⏰ 48 小时后抽 2 位，中奖者私信发 Mint Code
Mint 地址：turbocards.getoptimum.xyz/op…（以太坊主网，需要约 0.1 美元的 ETH 作 Gas）
wish i came across @get_optimum earlier
your validator ends up voting on the wrong head because the block reaches you late
they split the block into pieces and your gateway puts it back together from whatever arrives first
pretty smart idea
only downside is the mev part needs 200+ validators so smaller stakers are left out of that for now
anyone here running it yet?
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liquidity isnt the scarce resource onchain attention is, everyone is busy building a better engine, better routes,cheaper fees, faster execution but users never see the engine they only see the tab they open
@jumperapp won that tab $40B+ lifetime vol 100k+ MAU #1 bridging agg with ~15% mkt share and those numbers dont read like good routing to me they read like habit people go there without comparing (atleast that's what im doing)
once you own the attention everything you ship on top of it prints volume by default advanced brought limit TWAP DCA rwa brought tokenized stocks perps is next none of them have to go hunt for users they just give the ones already sitting there another reason to stay
thats what a super app actually is its not a stack of products its a stack of attention
time to Make the JUMP jumper.xyz
🤝 Paid partnership
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the detail nobody is pricing is the emissions and the branch auction both start at trading open, but branches are paid in STANDARD
at T+0 every charter has 0 accrued and the only other source is the pool behind a 90% tax. the auction opens with a bidder pool of roughly nobody and has to descend until someone decides the tax is worth eating.
whitepaper puts the branch floor at ~2 days of one branch's yield so the first 100 branches are a ~2 day payback asset being auctioned into a market with no currency in it yet
is that intentional @0xbeans ? the constraint does most of the anti-snipe work on its own
if @standard_rsv printed money, this is what a one-branch note would say.
it wouldn't, everything is onchain. but the whole rulebook fits on a banknote, and reading it that way made it click for me:
- one currency, one market, net ETH flow is the only signal
- inflow: issue more, buy gold. outflow: cut at once, buy back and burn
- leaving pays a fee that rises with how many are leaving. half burned, half to whoever stays
- withdrawals never pause. the cost of leaving is the only control
serial number is the hard cap. supply can only fall.
what would you engrave on the back?
modeling the @standard_rsv rulebook day by day. three things I did not expect:
1. the buyback is not the defense. in a 90-day bleed the rate cut stopped 25.7M tokens from ever existing. buybacks burned 1.95M. the cut did 13x the work.
2. running first still pays the least. the fee locks when you commit, on trailing 7-day pressure. day one of a run pays 2%, day five pays 50%. stayers get paid, but the front-runner is still the least punished.
3. a choppy market drags the rate down. 74 of 90 days had net inflow and the rate still ended below launch. ten bad days undid seventy-four good ones.
all of it runs on placeholder parameters since launch values aren't public. if the real ones differ, this changes. curious what the team has in mind for each.
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