FuelVM: Unlocking Parallel Execution for Scalable Rollups
FuelVM vs SVM vs MoveVM: - SVM: Optimized for speed, but limited by global state & rigid architecture - MoveVM: Asset-centric security, but trades flexibility for safety - FuelVM: Parallel execution + predicate scripts let devs process transactions off-chain, slash gas fees, and avoid state bloat
Why does it matter?
- Parallel Execution: This means no congestion and true scalability - Modular Design: Combines the security of Ethereum with the speed of Solana - On-Chain Order Books: Eliminates lag and bottlenecks
The saddest thing about $CRCL run is that most of us have been using $USDC for years and we couldn't even get exposure to this on-chain.
"Tokenize everything" they say. bro what if we start with our own industry?
Same with all these bitcoin treasury companies (Metaplanet, Vanadi Coffee, H100, etc.) The real alt szn isn't happening on-chain. Tradfi guys outperforming us on crypto.
crypto enables communities through incentives... what is this!
Reminds me of these situations where the engineering team does the hard work but the marketing team gets all the credits.
I believe the performance of the sectors in the next bear market will closely resemble this chart.
Revenue generating sectors like Lending, (Perp) Dexs and L1s will outperform. while everything relying on attention, new comers and other ponzis will collapse.
And btw, based on the current macro and global situation, and the 4 years cycle (which has never been invalidated), the bear market might not be very far.
🔸 Mantle users can now bridge assets to trade on HyperCore or use them in apps on HyperEVM, opening up new opportunities. @HyperliquidX is a top decentralized perps exchange on its own Layer 1, super fast with low fees.
🔸 Hyperbridge uses Layerzero's OFT standard; seamless asset movement without the wrapped token headaches. By employing a burn-and-mint mechanism, the OFT standard ensures a unified supply of the token across all connected chains(e.g., @Mantle_Official ), simplifying the process for both users and developers.
🔸 Hyperbridge provided support for a specific set of assets, allowing users to immediately begin bridging. It supports an initial set of tokens, including cmETH and COOK from Mantle. Hyperbridge looks like a solid piece of infrastructure to funnel liquidity into a growing DEX.
- No first mover advantage - Sector seemed dominated by established projects - No VCs - No paid KOLs - Has few well-funded cex competitors that would like to see it go down - TGE 6 months ago.
If you are a protocol, what you ultimately want is your north star metric going up. That's often more revenue.
For a dex, it translates to trading volume. For lending/yield, it's TVL.
the main question nobody is paying attention to is if increased mindshare leads to increased adoption.
The meta is relatively new so protocols are fomoing into it but there is currently little evidence of this being effective for projects.
The main actors currently benefitting from the meta are the mindshare marketplaces and their snappers/yappers.
Yes the mindshare is pumping for projects but the problem is a conflict of interest: the yappers are not power DeFi users. They just want to make some money by tweeting, without taking any risks. They might not even interact on-chain with the protocols they are writing about, and worst, they might not even have the right audience, which translates into no conversion. But the increased mindshare narrative being pushed is hiding the real story. And we are already seeing divergences among mindshare marketplaces based on which projects they collaborate with ( btw another big conflict of interest)
So there is currently a gap between information (off-chain) and action (on-chain).
This gap provides an opportunity for better mechanisms and that's what we are working on at @_dexuai .
. @BungeeExchange v2, the Open Liquidity Marketplace powered by @SOCKETProtocol, is live
Here is why you should pay attention:
🔸 It's an easy way to swap any token on any chain, no gas fees, no MEV, just one click.
Bungee v1 was the very first bridge aggregator in crypto, handling $20B in volume, 12M+ swaps, and 3M+ users with integrations in MetaMask and Coinbase. But with everything getting tokenized and new chains popping up, they realized aggregation couldn't scale. Enter Bungee v2’s OLM.
🔸 The OLM lets agents compete to get you the best swap rates from DEXs, bridges, or CEXs. You pick what matters: speed, cost, or trust, and Bungee handles execution. No gas fees, no MEV attacks like front-running, and no failed transactions. Swap any token in your wallet to any token on any chain with one click and no need for native gas tokens. Trade from $10 to $10M with tiny fees. You get full transparency and control, knowing exactly what’s happening with your assets.
The biggest issue I see with the new incentivized attention economy is you no longer know if people are sharing a genuine comment or just yapping to earn.
Before the incentivized actions were happening on-chain and CT was just organic thoughts which btw included both bullish and bearish posts.
This has made CT a much less interesting place for the top tier accounts.
We are working on some cool ideas to adresse these issues.
Stay tuned!
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