Jastremski Podcast: Return to Fundamentals with Felipe Montealegre Co-Founder of Theia Capital
Disussion:
> Cashflows unlocking institutional Capital
> Underwriting of an emerging asset class
> Applications that produce revenues
> The Venture Market resetting
Source: https://www.youtube.com/watch?v=gWyzs0bK-Ns
Vitalik on the Type of Applications He Likes and Wants to See More
> Dexes, Polymarket and stablecoin like Rai are great.
> Thinks that Rai > Usdc
> Dislike liquidity farming
> Always thinking where is the yield coming from. If it holds true in 5 years. Would be excited about it.
Source: https://x.com/vitalikbuterin/status/1827583576751181961?s=46&t=1WjslDHib_6blFSnWXBrwg
The Giver: The Ethical Long - Cycles and Capital Formation
Exploring inefficiencies in capital allocation within crypto markets, highlighting the impact of a persistent supply overhang and multiple mass long liquidations.
> This piece challenge conventional "safe" asset positioning by analyzing price, volume, and dilution trends over the past five year 👇
Source: https://x.com/lazyvillager1/status/1827103251235221802?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Vitalik Questions DeFi, Praises USDC in Recent SteadyLads Episode
“It’s almost ironic to shill something like USDC (which literally undermines ETH as an SoV and the neutrality of the chain) and ask for less DeFi (the thing that lends the most value to ETH) in same breath”
> “But I can’t read Vitalik’s mind so I don’t know what he really thinks. I just find it hard to believe that his views of defi are really that pitiful”
Source: https://x.com/llamaonthebrink/status/1827344864196903056
Why a September Normalization Rate Cut Could Ignite a Bullish Crypto Rally
Assuming economic data holds, the Fed will deliver a normalization cut in September and we will be entering one of the most bullish setups for crypto that I have seen in a while.
Source: https://x.com/highcoinviction/status/1826986080047955974
Wei Dai: TL;DR for the AO Whitepaper Explained with Ethereum Lingo
AO is a sovereign rollup using Arweave as DA. AO consists of arbitrary number of processes, each roughly equivalent to a rollup, with initial support for WASM containers.
> Whitepaper in pdf
Source: https://x.com/_weidai/status/1826621474008129600
Ethresearch: The Role of the P2P Market in ePBS
The current ePBS proposal, EIP-7732, suggests ePBS will have a two-tier market to allow builders to form direct connections with proposers and others to still participate.
> In this post, the benefits of the second market, the P2P, are explored to inform its design
> This note also emphasizes multiplexing—the ability of proposers to discover builders as the most important aspect of the P2P market.
Source: https://ethresear.ch/t/the-role-of-the-p2p-market-in-epbs/20330
Taiko Labs: To Be Based or Not To Be Based
Based sequencing (aka. based rollups) have full composability with Ethereum by nature, and the other based rollups
> This article explain how Ethereum is a shared sequencer by nature and why we don’t need a new layer for sequencing.
Source: https://taiko.mirror.xyz/rQcCRvD4OTDLf_wwiPQmrqYgJvScMdn37lHctHSwttA
Powell Speaks on Inflation at Jackson Hole
“Inflation has declined significantly,” Fed Chair Powell says at Jackson Hole, later adding: “The time has come for policy to adjust. The direction of travel is clear.”
Source: https://x.com/yahoofinance/status/1826986020186763353?s=52&t=txFAbiSPTdLLDlAYj9X_AA
rarddd: How AI Agents are Shaping the Future of Decentralized Stablecoin
This post discusses the potential of AI agents to revolutionize decentralized finance, particularly stablecoins, by improving scalability, governance, and payment systems.
> These autonomous agents can dynamically manage risk, optimize minting, and enhance peg stability, making DeFi ecosystems more efficient and resilient👇
Source: https://x.com/rarddd__/status/1827387229712322668?s=46
TON Community Releases Statement
“We want to assure everyone that the TON community remains strong and fully operational”
Source: https://x.com/ton_blockchain/status/1827490660858933483
Authorities believe that Telegram's lack of moderation, collaboration with law enforcement, and the instruments it provides (disposable numbers, and cryptocurrency) make it an accomplice in drug trafficking, paedophilia, and fraud.
Source: https://www.thesun.co.uk/news/30073899/telegram-founder-pavel-durov-arrested/
Pivot Global: Solana - Single, Permissionless, Global State Machine
Solana has distinguishes itself as the distinct alternative programmable smart contract chain through unparalleled speed, affordability, and a unified ecosystem
This piece take a look at their progress with close attention to the following sectors:
> Payments & Stablecoins
> Defi
> Scaling Infra
> Consumer
Source: pivotglobal/solana-single,-permissionless,-global-state-machine" rel="nofollow">https://paragraph.xyz/@pivotglobal/solana-single,-permissionless,-global-state-machine
Juan Leon: Potential of Stablecoins Holding More US Treasury Bills
Stablecoins hold ~1% of US Treasury bills today, but that could soon grow to 15%, ranking them in the top 3 holders.
> With stablecoin regulation coming into effect in Europe in 2025 and the US looking to catch up, stablecoins will become increasingly embedded into the pipelines of the digital economy.👇
Source: https://x.com/singularity7x/status/1826327137785417817?s=46&t=ywALktyM5ZCyt-zigN5Big
Uma: How Polymarket is Making Prediction Markets Mainstream
Polymarket is enjoying a breakout year as traders increasingly look to prediction markets to bet on real-world events.
> In 2024, Polymarket has become a real-time sentiment tracker for major events like the upcoming US presidential election.
> As the optimistic verification mechanism that settles markets, UMA’s Optimistic Oracle is helping Polymarket on its mission to become a source of truth for the world.
Source: https://blog.uma.xyz/articles/how-polymarket-is-making-prediction-markets-mainstream
Aave Move From $10 in Incentives per $1 Revenue to Just $0.20
> In 2021, Aave's monthly revenue was $5M, but it spent $50M on product incentives
> Initially, every $1 in revenue cost them $10 in incentives; now, it only costs $0.20
Source: https://x.com/milkroaddaily/status/1827730919886930373?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Lumida Wealth: Fed vs Bitcoin: Who will win?
Michael Terpin - Founder of Transform Group
This episode covers:
> Framework For BTC Investing through the Cycles
> Primary Drivers - Inflation, USD, Fed?
> BTC Cycle, This Vs. Prior Cycle
> Is Nvidia Influencing BTC Adoption?
> Democrats Serious About Constructive Digital Asset Policy
Source: https://www.youtube.com/live/03pN9Ma8c6I
Vitalik Clarifies His View on DeFi and USDC
> Things that I *don't* respect, are basically things whose attractiveness comes from some temporary source that has no sustainability,
> I felt no excitement toward the 2021-era liquidity farming craze, because it was obvious that it came from token issuances that are fundamentally temporary.
> He revealed he wants to see apps useful in a sustainable way and don’t sacrifice on the principles
Source: https://x.com/VitalikButerin/status/1827583576751181961
If $TON Goes Lower, Tokens for Telegram Trading Bots Might Do Too
“Telegram has always posed "platform risk" to developers building businesses and products on top of it”
Source: JoesCrypt
Three Sigma: Unleashing the Power of Fuel: A Deep Dive into the Future of Ethereum Rollups and Sway
Fuel is a purpose-built operating system for Ethereum rollups. Set to launch its mainnet in Q3 2024, Fuel is designed to supercharge the decentralized economy with unparalleled speed, security, and customization.
> This piece provides a deep dive into its unique architecture, groundbreaking technology, and what it means for the future of decentralized economies.
Source: https://threesigma.xyz/blog/fuel-network
Empire: How Delphi Digital Turned $1M into $1.2B in Crypto
Guest: Jose, Yan, Anil - founders of Delphi Digital
> They discuss their journey from a small research firm to an investing, research, and consulting giant
> Their unique "umbrella thinking" approach to decision-making, challenges, and more
Source: https://podcastaddict.com/empire/episode/181352855
Movement: Security & Fast-Finality Settlement
In Fast-Finality Settlement (FFS), Soft-finality is secured by the L2 validators' stakes, which provides a minimum level of security. It is more secure than OP-RU and faster than ZK-RU
> This piece explains fast finality settlement and its benefits
Source: https://blog.movementlabs.xyz/article/security-and-fast-finality-settlement
August 24th~ Rollup
🐚 Research and Ideation 💡
- Pivot Global: Solana - Single, Permissionless, Global State Machine
- Hyperliquid: Innovating On-Chain Perpetual Trading
- GoodGame Podcast: The Evolution of Online Speculation & Prediction Markets
- rarddd: How AI Agents are Shaping the Future of Decentralized Stablecoin
- 0xagarwal: The $0 Raises Club
🐚 News 📕
- Pavel Durov Detained by French Security Services at Paris Le Bourget Airport
- Powell Speaks on Inflation at Jackson Hole
🐚 Project Updates 🔔
- TON Community Releases Statement on Pavel Durov Arrest
The $0 Raises Club
Source: https://x.com/0xagarwal/status/1827009291259187427?s=52&t=txFAbiSPTdLLDlAYj9X_AA
GoodGame Podcast: The Evolution of Online Speculation & Prediction Markets
Guest: Nigel Eccles, founder of FanDuel
> He discussed the evolution of online speculation, fantasy sports, prediction markets, memecoins…
Source: https://x.com/goodgamepodxyz/status/1827029518961283426?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Hyperliquid: Innovating On-Chain Perpetual Trading
This post highlights every aspect of HyperLiquid:
> Key Features, User Experience & Adoption
> Technical Innovations
> Comparison with Other Platforms, and more
Source: https://x.com/flossyp911/status/1826963126517923980?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Telegram Founder, Pavel Durov, Detained by French Security Services at Paris Le Bourget Airport
Source: https://www.tf1info.fr/justice-faits-divers/info-tf1-lci-le-fondateur-et-pdg-de-la-messagerie-cryptee-telegram-interpelle-en-france-2316072.html
August 23rd~ Rollup
🐚 Research and Ideation 💡
- Jito: Understanding Node Consensus Networks
- Flywheel: Everything To Know About DYAD
- Uma: How Polymarket is Making Prediction Markets Mainstream
- 0xagarwal: The 100M+ Raises Club
- Juan Leon: Potential of Stablecoins Holding More US Treasury Bills
The 100M+ Raises Club
Source: https://x.com/0xagarwal/status/1826649534476550506?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Flywheel: Everything To Know About DYAD -First Capital Efficient Overcollateralized Stablecoin
Guest: Joey Roth - founder of Dyad
> Joey discussed DYAD’s novel approach to stablecoins and it’s place in the future of DeFi
Source: https://www.youtube.com/watch?v=gPdePjauvys