Andrew Huang ⚡️⛓️
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Asset rehypothecation (a la blast / vault bridge) is an underrated growth loop for the ethereum ecosystem
You increase the effective money supply, similar to fractional reserve
This is bullish for rollups AND l1 defi
Long live L1 defi and rollups
You increase the effective money supply, similar to fractional reserve
This is bullish for rollups AND l1 defi
Long live L1 defi and rollups
Polygon quietly putting together some interesting lego pieces:
- AggLayer for interoperability
- CDK-opgeth for a battle-tested rollup stack
- VaultBridge for generating yield on rollup TVL
- AggLayer for interoperability
- CDK-opgeth for a battle-tested rollup stack
- VaultBridge for generating yield on rollup TVL
The two major wins from this last cycle Hyperliquid and Ethena core mechanics were not driven by composability
Hyperliquid is its own isolated perp dex
Ethena's yield is from offchain basis trades
Now that they have distribution, they're adding *back* composability. Hyperliquid with its own EVM L1, and Ethena with Converge network
Interestingly both sourced their initial liquidity from the Ethereum ecosystem. Hyperliquid from Arbitrum One and Ethena on mainnet
Hyperliquid is its own isolated perp dex
Ethena's yield is from offchain basis trades
Now that they have distribution, they're adding *back* composability. Hyperliquid with its own EVM L1, and Ethena with Converge network
Interestingly both sourced their initial liquidity from the Ethereum ecosystem. Hyperliquid from Arbitrum One and Ethena on mainnet
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