Steady Lads Podcast: Is the Memecoin Supercycle Upon Us? w/ Murad
This episode covers:
> The Memecoin Movement
> Being Doxxed By ZachXBT
> Memecoins vs NFTs
> Speculation First, Tech Second
> Murad’s strategy for this cycle, and more
Source: https://www.youtube.com/watch?v=Q--vX_FL5yg
Binance Pre-Market is Live!
Buy & Sell Launchpool tokens before they’re listed.
jointly launched by Binance Spot and Launchpool
> Users can divest their proceeds from Launchpool rewards through spot trades or acquire tokens in advance of the official spot listing.
Source: https://x.com/binance/status/1844681318082170934
zerokn0wledge_: A Deep Dive on Nillion Network
Nillion's MPC protocol offers superior privacy, efficiency, and scalability for blockchain use cases than any other MPC solution in the market.
> This post provides a deep dive into Nillion, the need for privacy in AI, Nillion’s MPC and why it matters, and more
Source: https://x.com/zerokn0wledge_/status/1844425775115637145?s=46&t=LqJgJfWjl0dXj8hmReuSuw
Sequoia | Generative AI’s Act o1: The Agentic Reasoning Era Begins
As the LLM market structure stabilizes, the focus is shifting to the development and scaling of the reasoning layer
> This layer aims to endow AI systems with deliberate reasoning, problem-solving and cognitive operations at inference time that go beyond rapid pattern matching.
> This essay explore how the consolidation of the foundational LLM layer has set the stage for the race to scale these higher-order reasoning and agentic capabilities
Source: https://www.sequoiacap.com/article/generative-ais-act-o1/
Tether Usage Surges with $50.2M Spent on Gas in the Last 30 Days
> This makes up 37% of all application gas spend across chains in the Past 30 Days
> Majority of usage is happening on Tron, with only $4.7M happening on Ethereum which is ~7% of Ethereum’s app gas
Source: https://x.com/jphackworth42/status/1844043118448111653?s=52&t=txFAbiSPTdLLDlAYj9X_AA
0xkyle__: Shuffle ($SHFL) Thesis TLDR
picture thread👇
Source: https://x.com/0xkyle__/status/1844454804128661669
Movement Labs Introduces the Open Network (Testnet v2)
> Testnet v1 recorded - 350M txns, 8m active addresses, and over 55 apps live
> Testnet v2 will bring multiple rpcs providers, enhanced indexing and data infra, teams running their own nodes and more. Mainnet coming soon
Source: https://x.com/rushimanche/status/1844427300873630146
Syndica | Deep Dive: Solana DePIN - September 2024
> VC investment into Solana DePIN surged in September
> Notable raises: Pipe network, Project zero, Starpower, and more
> Demand for Helium Mobile reached an ATH.
> Helium Mobile increased hotspots for offload subscribers by 48x.
> Roam by Metablox reached an ATH in registered users and new WiFi👇
Source: https://x.com/syndica_io/status/1844397565720265127?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Fidelity Confirms 77,000+ Customer Records Were Hacked Including License, SSN, and Personal Information
Source: https://x.com/WatcherGuru/status/1844505463872004321
0xCygaar: Cool Innovations in Uniswap's L2
> UNI staking to power sequencer validation
> Preconfs from builders, leading to lower latencies
> Protection from transaction reverts
> Proposer builder separation powered by TEE block builders
Source: https://x.com/0xcygaar/status/1844377718479257864?s=46
Flashbot Introduces Rollup-Boost - a Verifiable Block Building Platform for Rollups
enabled by TEE Technology
co-designed with Uniswap Labs and OP Labs
will power the upcoming UNIchain
Source: https://writings.flashbots.net/introducing-rollup-boost
SEC Sues Cumberland DRW for Unregistered Securities Trading
Source: https://www.sec.gov/newsroom/press-releases/2024-169
Some Measures You Can Take to Protect Yourself
> Avoid sharing personal info or details about your crypto holdings to “friends” or flex on socials
> Monitor your personal information when it is exposed online so you can take
> Avoid giving out personal information whenever possible and provide fake information
Catch up with Fairblock x Automata Twitter Space Discussing Accountable MPC + TEEs
Source: https://x.com/i/spaces/1OdJrXNEnNvKX
Hayden Adams: Unichain Will be the Best Home for DeFi
> Unichain is built on top of the Superchain - with a few new additions
> It will make transactions feel ~instant, reduce MEV loss, and enforce fair transaction ordering
> With a decentralized network of validators
> A focus on user experience and crosschain interop
> Unichain will be MIT licensed
Source: https://x.com/haydenzadams/status/1844363698485198899
Arkham Intelligence Plans to Launch a Derivatives Exchange Next Month: Report
Arkham’s new derivatives exchange will attempt to compete with giants like Binance for retail investors
Source: https://www.theblock.co/post/320721/arkham-intelligence-plans-to-launch-a-derivatives-exchange-next-month-report?utm_source=telegram1&utm_medium=social
October 10th~ Rollup
🐚 Research and Ideation 💡
- Hayden Adams: Unichain Will be the Best Home for DeFi
- Dan Elitzer | Nascent: The Inevitability of UNIchain (2022)
- ZachXBT Investigates UK’s Faris Ali in Alleged $4.3M Home Invasion Robbery of an X User
- Four Pillars: Restaking Stack: Categorizing the Restaking Ecosystem
- a16z | Justine Moore: Export Your Brain - How I Uploaded Myself to AI
- 0xCygaar: Cool Innovations in Uniswap's L2
- Taiki Maeda: Unichain Will Allow Staking $UNI to Earn Sequencer Revenue
- 100y: Uniswap, Flashbots, and OP-Stack: The Trinity Behind Unichain
- Syndica | Deep Dive: Solana DePIN - September 2024
- Blockdaemon: Distributed Validators for Added Resilience in ETH Staking
- Hyperlane: SVM Expansion - The Landscape Beyond Solana
- 0xkyle__: Shuffle ($SHFL) Thesis TLDR
- jphackworth42: Tether Usage Surges with $50.2M Spent on Gas in the Last 30 Days
- Abstract Summit | Keynote: "No, We Don’t “Just Need More Apps”: Fixing Fragmentation for Web3"
- Abstract Summit | Keynote: "Renzo: The First Chain Abstracted Application"
- zerokn0wledge_: A Deep Dive on Nillion Network
- Sequoia | Generative AI’s Act o1: The Agentic Reasoning Era Begins
🐚 News 📕
- SEC Sues Cumberland DRW for Unregistered Securities Trading
- Cumberland: “We're Ready to Defend Ourselves Again” Against SEC Actions
- Fidelity Confirms 77,000+ Customer Records Were Hacked
🐚 Project Updates 🔔
- Uniswap Introduces UNIchain -a new L2 designed for DeFi
- Flashbot Introduces Rollup-Boost
- Movement Labs Introduces the Open Network (Testnet v2)
🐚 Raises 💰
- Trendies Announces $1.75M Pre-seed, Led by Archetype
Keynote: "Renzo: The First Chain Abstracted Application"
Abstract Summit Token2049
Presented by Kratik Lodham - founding contributor at Renzo
> He shares how Renzo became one of the first and largest chain-abstracted dApps, the challenges faced in implementing chain abstraction, and more
Source: https://www.youtube.com/watch?v=YhFBcwHdSDU
Keynote: "No, We Don’t “Just Need More Apps”: Fixing Fragmentation for Web3"
Abstract Summit Token2049
Presented by Tabasco - Head of DevRel at Particle Network
> He explores why simply building more apps isn’t the solution for achieving consumer adoption in Web3. He dive into the root issues of fragmentation and how chain abstraction will help
Source: https://www.youtube.com/watch?v=e7apIh7prwo
Trendies Announces $1.75M Pre-seed, Led by Archetype
Trendies is a community launchpad built on Base for holders, where holders are rewarded for being active in their communities.
Source: https://x.com/trendiestech/status/1844423731785142425?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Hyperlane: SVM Expansion - The Landscape Beyond Solana
With the growing number of modular blockchains being developed, more teams are looking to harness the power of the SVM for building highly performant networks.
> Explore the expanding SVM L2 landscape beyond Solana and what's next 👇
Source: https://x.com/hyperlane/status/1844457532808626401?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Blockdaemon: Distributed Validators for Added Resilience in ETH Staking
DVs add greater resilience to Ethereum staking by distributing the validator key across various servers
> This article explains why, the benefits of DVs, and Blockdaemon's role in testing this technology
Source: www.blockdaemon.com/blog/distributed-validators-for-added-resilience-in-eth-staking?utm_medium=email&_hsmi=328596628&utm_content=328596628&utm_source=hs_email
100y: Uniswap, Flashbots, and OP-Stack: The Trinity Behind Unichain
a quick breakdown of the key features of Unichain:
> TEE, Priority Ordering, MEV-tax
> Flashblocks, Unichain Validation Network
Source: https://x.com/100y_eth/status/1844410064880402794?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Unichain Will Allow Staking $UNI to Earn Sequencer Revenue
source: https://x.com/taikimaeda2/status/1844363706798571828?s=46
a16z | Justine Moore: Export Your Brain - How I Uploaded Myself to AI
“taking the context that exists in your head (unstructured data), and translating it into a format that can be understood”. Now possible with LLMs
> This is basically tapping into your AI brain.
> Using AI e.g ChatGPT as a "digital brain" to keep record of our thoughts like a digital journal or therapy notes and use that past experience to guide our decision-making and understand oneself
Source: https://a16z.com/export-your-brain-with-ai/
Cumberland: “We're Ready to Defend Ourselves Again” Against SEC Actions
Source: https://x.com/cumberlandsays/status/1844424478660624806?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Four Pillars: Restaking Stack: Categorizing the Restaking Ecosystem
categorizing the restaking ecosystem:
> Based Blockchain Network
> Staking Infrastructure
> Staking Platform
> Restaking Infrastructure
> Restaking Platform
> Restaking Applications
Source: https://x.com/FourPillarsFP/status/1844305871977033813
ZachXBT Investigates UK’s Faris Ali in Alleged $4.3M Home Invasion Robbery of an X User
Apparently as the result of a crypto data breach
Check out for the chatlogs between the two perpetrators involved hrs before the robbery, how they dressed as delivery drivers to rob the victim
Source: https://x.com/zachxbt/status/1844369881342542170
Dan Elitzer | Nascent: The Inevitability of UNIchain (2022)
Two years ago, Dan wrote about why he his long term bullish on appchains with UNIchain as the case study, and why it is inevitable.
Fast forward to today, UNIchain was announced
> He also said “any application that grows big enough will likely at some point have similar reasons to consider moving their primary home to their own chain or rollup”
Source: https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4
October 9th~ Rollup
🐚 Research and Ideation 💡
- Ryan Watkins: Applications Capture Fees, Blockchains Store Value
- Pod: Why Do We Need Consensus Again?
- ZachXBT Uncovers 11 Wallets tied to Murad, Wants Community to Monitor His Future Activity
- BuildOnEigen: How Proof-of-Stake Oracles Help Create Trusted Onchain Data
- Toghrul Maharramov: Protocol Value Accrual Black Pill
- Tiger Research: Eliminating Bridging - Particle Network's Vision for Chain Abstraction
- Ethresearch: Modeling Security for Cross Rollup Interoperability
- jconorgrogan: FBI doxxes their wallets
- EigenPhi: How MEV Maestro Yoink Netted $2.65M on 59 Blocks in August
- Modular Media: Achieving a Unified Balance With Universal Accounts
- Eclipse Labs: A Deep Dive into Application-Specific Sequencing (ASS)
- Dylan Bane | Messari: DePIN's Categorization Problem and the Wisdom of Inclusivity
- Jon Charbonneau: L1 & L2 Token Value Capture
- Ramp: Top SaaS Vendors on Ramp (Oct 2024)
🐚 Podcast 🎙️
- Empire: Why Bandwidth is Still Undervalued in Crypto | Logan Jastremski
- Jastremski Podcast: Building a better Nasdaq with Solana Founder Anatoly
- Decypher Podcast: From College Dropout to Crypto Megafund Manager w/ Haseeb Qureshi
🐚 News 📕
- US Prosecutors Charged Gotbit, ZM Quant, CLS Global And MyTrade: RTRS
- FBI Created a Fake Coin “NexFundAI Token" to Trap the Firms Indicted
- X Creators Now to be Paid Based on Engagement with their Content From Premium Users
🐚 Project Updates 🔔
- Jupiter Mobile is Now Live in the App Store
- NANI, the Onchain Agent OS, Launches on Beta
- Arrakis Finance Introduces the Arrakis DVMM
- Blockworks Launches Protocol Advisory Services
- Gaunlet Introduces the Gauntlet App