-
Main Channel t.me/blockchain_lobsters
Peaq is not an RWA project. It’s a network IoT RWAs and Machine economy kinda projects. All projects there are IoT because Peaq gives hardware machine specific stack
Читать полностью…
There is no reason at all beyond greed due to low-information investors falling for it; same reason why there is no reason to ever create an alt-L1 when you could create the same thing as an L2 and inherit Ethereum security.
Читать полностью…
Because we live in an age of relativism and there are few agreed moral principles. One man's rug pull is another ladyboy's strategic pivot.
Also the scene is vanishingly small, many will excuse/ignore their partners actions as a survival mechanism.
I'm short, it is what it is.
just using aave nets ~8%. yoy rwa TVL is up ~3b (5b-8b) vs DeFi is 70b to 160b
Читать полностью…
can someone explain my smooth brain why RWA protocols need their own L1s/L2s? why go that route rather than just deploying on existing networks?
Читать полностью…
Vitalik is the least greedy guy in crypto. He didn't even sell all his shib which he easily had the right to do
Читать полностью…
At what point did ETH rug...what are u pulling out of your ass?
Читать полностью…
sounds good.
can we so the same with KOLs?
hoarding them and then using sticks to poke their fat bellies?
The 1 year cliff, 4 year vesting schedule is absolutely retarded — For VCs, for Team, for anyone really.
Practically ZERO products reach product market fit within that time range and it makes zero sense for vesting to begin to the team / or VCs. If I’m fully vested as a founder (or a VC) and can exit my entire position now for millions — why would I keep building?
This is one of the things that makes Crypto investing so lucrative but also maximally extrative and very short term aligned.
“Show me the 1 cliff and lack of incentive to keep building and I’ll show you the VCs and founders who pumped and dumped on retail” — Marley Chunger
the times when VCs can dump on TGE with a 50x upside, should hopefully be over
and this is not an easy topic to solve in 5 minutes. the same problem existed prior to web3 for decades.
but outside web3 it's very hard to liquidate any investment before the company goes public. If it never goes public, you will almost certainly lose your full investment (unless you find another bagholder).
web3 allows investors to exit a position anytime as long as there is some liquidity left. at the cost of retail investors.
is that fair? hard to judge, but it's how the rules of the game have been defined.
Is Solscan the most complete block explorer on solana?
Читать полностью…
It is rather an intention to build a well-versed general-purposed RWA oriented blockchain( enhancing some features of tracking, immutalbility, data storage) , not a generic projects that allows to tokenise a RWA on existing blockchain.
trying to build an upscale project and show a product vision
we work, there are quite a few "interesting design decisions" needed to be made
Читать полностью…
you can pump a related token valuation more with a network attached to it than just some snoozefest 4% yield with huge legal and counterparty risk
Читать полностью…
thats a good way to stop people from creating start ups... jess christ
Читать полностью…
How about Charles and Gavin and stuff who took cofounders share of eth then just immediately joined competitors
Читать полностью…
And I would pay good $ if someone livestreams this event.
but please get rid of those annoying scrolling subtitles that overlap 50% of the picture
https://x.com/pet3rpan_/status/1876216762787635609?s=4
Читать полностью…
There’s one practice that is pretty good in the indsutry, and its that VCs and Founders are aligned. So its usually both who start dumping 😛
Читать полностью…
That's my point.
Cliff needs to start at the point where the product actually gains traction / finds market fit.
That might be around 3-5 years or even longer.
As long as projects offer 1 year cliffs, investors will take them and dump as fast as possible.
you can, if vesting allows this. that's why it's crucial that vesting periods are alligned with team efforts and timeline.
but often they are not. same applies to token supply that goes to investors / team and what to retail and what kind of discount is applied.
Good point. I think fees/TVL is a good metric à la ROCE in tradfi firms.
Читать полностью…