Greshams Code retweeted
The first futarchy proposal is live for trading on Sui! govex.ai/trade/0x26b400edf01…
Should Govex raise $150k? You decide.
Greshams Code retweeted
how I started on Solana:
- was working at Coinbase, mostly working on EVM stuff, playing around with different protocols on weekends
- started building things on Solana for fun
- at one point over half of all sales/listings bots on Solana were random bots I built (remember the NFT discords back then)
- there were 0 analytics apps (no solscan, no schmellomoon, no dune, nothing) — so I built local indexers and scripts to analyze data because I was annoyed at NFT influencers making up random numbers
- I wrote about it on Twitter
that's about it
Greshams Code retweeted
Genuinely sad seeing people with massive Eth bags try to justify in their heads why everything is bullish Eth
Monad. Sol. Eclipse. Sui.
All likely to take massive market share from Eth L1 over the next few years
And very little value will accrue to $Eth the asset
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Greshams Code retweeted
What we learned about Jump in the Terraform Labs trial
1/ Secretive HFT giant Jump Trading was a big backer of Do Kwon’s Terra/Luna project. Exhibits released by @SECGov show that Kwon formed a tight relationship with this guy: Jump Crypto president Kanav Kariya
Greshams Code retweeted
There’ll be so much MEV when Ethena blows up. I wonder if it’ll be more or less than when Luna imploded. The contagion potential seems higher but DeFi is more MEV-aware now.
But I do think Ethena’s implosion will be what eventually drives most lending protocols to implement OEV.
Greshams Code retweeted
State bloat is actually a two-pronged problem: state size growth problem and I/O latency problem.
Execution optimization (specifically, I/O parallelization) enables you to minimize the effects of I/O latency. Without solving the state size growth problem, you will still be bottlenecked by I/O latency, but the throughput required for the bottleneck to be reached is significantly higher (unless you use Solana-style linear kv-store, in which case the size of the state has little effect on latency). Additionally, by adopting mandatory access lists, you can preload the slots declared by transactions in advance, essentially making the state read/writes asynchronously from execution (however, this requires changes to EVM).
The state size growth problem is mostly relevant to hardware-contrained protocols, such as Ethereum, though at some point it becomes an issue for any protocol. Limiting state growth requires changes to EVM. However, state size growth is not necessarily a pressing issue for L2s, since they don't need to be run on limited hardware.
Greshams Code retweeted
FACTS & HISTORY ON MEASLES:
I will start with:
1. Don’t fear: Measles is treatable in the 21st century.
2. The return of Measles (and Mumps) has nothing to do with the Unvaccinated but is due to a failed product.
Let me explain: Measles titers (immunity) wanes ONLY in the vaccinated population. Lifelong immunity only comes by naturally getting the virus and building a robust immune response against it. So those who got the MMR vaccine and did not catch measles or mumps in childhood do not have strong immunity and many don’t have any immunity to these viruses as adults.
How do we know this? Because immunoglobulin products require a minimum # of measles antibodies in donor plasma and it has become increasingly harder to meet the FDA standards as most of the population is immunized against Measles instead of naturally immune.
In fact, the FDA has had to lower their Measles titer requirements multiple times as plasma donations simply do not have enough.
Not only that… MMR Boosters only increase measles immunity for a maximum of 45 days, if at all.
(1 of 7).
academic.oup.com/jid/article…
Greshams Code retweeted
Sincere questions for vax subscribers... when is enough enough? What do you think this list will look like in the year 2034? 2044? Do you really think they're going to stop adding shots at some point? What's your limit before you realize "Maybe they don't actually have me or my child's best interest in mind." 🤔
Greshams Code retweeted
Interesting idea from @CryptoHayes on how to think about selling bitcoin.
Don't look at BTC in fiat terms. Look at BTC's price in energy terms. Today 1 BTC is worth ~500 barrels of oil.
If 1 BTC = 10k barrels of oil, maybe sell BTC to buy energy producing assets.. but not to hold fiat.
Greshams Code retweeted
this is the perfect time to make a name for yourself and add value
solana is currently extremely weak in:
- research
- open data
- general content
write things, get good at sql, use flipside and dune, put yourself out there and do this every day
it is that simple
Greshams Code retweeted
Where we’re going you won’t need charts #HarryPotterObamaSonic10Inu
Greshams Code retweeted
talked to polygon yesterday
I don't believe the future will be hundreds of rollups, but they do have a solid path forward if you believe a few things:
i) ZK is the future (ORUs likely ngmi) — I believe this
ii) certain types of apps (and perhaps many of them) won't really need shared blockspace — I also believe this
iii) those apps will want access to shared liquidity — this I'm not so sure about
I think this is relatively feasible
my updated mental model of the future is probably something like:
- 2-3 big aggregator/abstraction plays with many sovereign chains in their ecosystems (Cosmos, Polygon, NEAR, Avalanche are all kind of here imo) — this seems to be the most competitive
- 2 giant general-purpose rollups
- 2-3 large L1s
either way, props for doing certain things the right way instead of yoloing to prod with 0 proofs