Mihai Grigore 🚀 retweeted
“The Scale Play: When DePIN Goes Industrial” by Mihai Grigore (@Tech_Metrics), Jakob Linus Stammler, Daniel Ammann, Raphael Knechtli
Panel diving into the friction between Web3 speed and Web2 reliability in industrial DePIN.
Mihai Grigore 🚀 retweeted
🚀 VC Panel @ETHBucharest_ 🇷🇴
“Let’s get ugly quickly & make mistakes early.”
🧠 AI x Blockchain = coordination power
👩🚀 Founders: obsession > code. Being technical isn’t a must anymore!
🎮 GameFi: big potential, but we’re early. Gamers resist switching games or adopting asset portability
📉 Tokenomics won’t save weak products
@cleanunicorn @lior_eth @vicimikul @EthanPierse
@tech_metrics
#ETHBucharest #Web3 #GameFi #CryptoVC #AIxBlockchain
Mihai Grigore 🚀 retweeted
Today, we @1kxnetwork release Part 2 of our DePIN Tokenomics Series with @dylangbane and @tech_metrics from @MessariCrypto.
We analyzed the reward mechanisms of 27 DePINs - here's what the data reveals 🧵
Mihai Grigore 🚀 retweeted
After a full day with @ethereumJoseph l, glad to meet those 2 legends @StefanDGeorge from @GnosisDAO @GnosisVC and @tech_metrics from @MessariCrypto at @cfcstmoritz, always learning a ton 👏
Mihai Grigore 🚀 retweeted
We @1kxnetwork just published our first report on DePIN tokenomics with @dylangbane and @tech_metrics from @MessariCrypto, starting with an analysis of incentive mechanisms on 100+ DePINs 🧵
Mihai Grigore 🚀 retweeted
gm gm ☀️🇨🇭
seems that there’s quite a small world after all, even here at @cfcstmoritz 😎😎🤓
Mihai Grigore 🚀 retweeted
Say hello to your EthCC[7] speakers!
@tech_metrics from Messari
Track: Enterprise & Regulation
See you in Brussels! 🖤💛❤️
Mihai Grigore 🚀 retweeted
On the demand side, lessons from decentralized storage networks suggest that cost is not the primary consideration for most customers. Aspects such as service level agreements, quality of service, and competitive advantages often outweigh cost concerns.
Decentralized compute networks, mainly marketing themselves as cheaper alternatives, might find it challenging to attract users based solely on cost, especially if traditional GPU providers can fulfill supply needs.
Additionally, the advertised cost savings of decentralized compute networks are not significantly lower than those of traditional providers.
Mihai Grigore 🚀 retweeted
There is no better start to the week than digging into interesting data - this is on @POKTnetwork's node runners:
Mihai Grigore 🚀 retweeted
I started digging into passkeys in Jan earlier this year, seemed like a seismic shift in how everyday people would interact with apps on the internet.
Now it feels like real momentum is happening with them in both Web2 + Web3
Examples:
~Apple
~Google
~WhatsApp
~Github
~Uber
~Ebay
~Nintendo
~And now there's countless wallets + apps integrating passkeys
Web2 (@Apple + @Google + @Microsoft) is moving away from passwords for authentication and replacing it with ✨passkeys ✨.
(h/t to @signinwitheth for their work in the space already)
Passkeys = public/private key pairs. sound familiar... 👇
Mihai Grigore 🚀 retweeted
How did @POKTnetwork fare in Q2'23?
Activity rose, with relay services growing 2% QoQ and 41% YoY. A V1 upgrade in early 2024 aims to enhance utility, peer-to-peer communication, and more.
Read the full quarterly from @CabronElBufon & @tech_metrics. ⬇️
messari.io/report/state-of-p…
Mihai Grigore 🚀 retweeted
@tech_metrics explains how @MessariCrypto extracts on-chain data with @graphprotocol subgraphs. All these subgraphs are open source and can be found on subgraphs.xyz and github.com/messari/subgraphs
Mihai Grigore 🚀 retweeted
⛓️Blockchain & Big Data is certainly a 🔥topic!
To learn more about the latest developments in this field, make sure not to miss @tech_metrics from @MessariCrypto on June 2nd!
Only 10 days until #CVC23, reserve your spot TODAY!👇
cryptovalleyconference.com/t…
Mihai Grigore 🚀 retweeted
Heard about MEV but still don't get it?
@chasedevens hold your hand and walk you slowly through the dark forest to discuss
-What is MEV?
-What does it look like today on Ethereum?
-What does it look like on other chains?
-What's the future of MEV?
Mihai Grigore 🚀 retweeted
Yield curves are basically inverted in:
- US
- Canada
- UK
- Germany
- Australia
- New Zealand
- South Korea
Such a decisive global monetary policy tightening effort is truly impressive.
And no, I don't think a soft landing is consistent with it.
Mihai Grigore 🚀 retweeted
You've heard of the Cosmos SDK, Polkadot's Substrate, and other blockchain development frameworks.
But have you heard of @0xPolygon Edge?
The recent announcement of Polygon Supernets makes it a competitor.
🧵
Mihai Grigore 🚀 retweeted
.@MessariCrypto has published a report titled "State of @graphprotocol Q2 2022". Here is my personal insight and some stats 🧵👇
Mihai Grigore 🚀 retweeted
fundamentals fundamentals 🧵
despite the bear, the graph continues to build
in this quarter alone, over $26M was awarded as grants to core developers and community builders
this @MessariCrypto piece explains the state of The Graph in Q2 2022
messari.io/article/state-of-…


































