Binance Square

Crypto Koryo

0 Suivis
3 Abonnés
2 J’aime
0 Partagé(s)
Tout le contenu
--
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
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
Everything that is wrong with crypto in one image. AI: Meta offering $100m signing bonus, without success. Crypto: “Bro you are still showing up. You must be really dumb.”
Everything that is wrong with crypto in one image.

AI: Meta offering $100m signing bonus, without success.

Crypto: “Bro you are still showing up. You must be really dumb.”
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 feel rugged.
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 feel rugged.
No other meme comes even close to $SPX in terms of performance. I have never seen someone work for their bags as much as @MustStopMurad Believe in something.
No other meme comes even close to $SPX in terms of performance.

I have never seen someone work for their bags as much as @MustStopMurad

Believe in something.
No other meme comes even close to $SPX in terms of performance. I have never seen someone work for their bugs as much as @MustStopMurad Believe in something.
No other meme comes even close to $SPX in terms of performance.

I have never seen someone work for their bugs as much as @MustStopMurad

Believe in something.
alt szn coming ☠️
alt szn coming ☠️
Interesting how Virtual mindshare is at ATH but it's price is far from it. A bit sad how the info-fi Earn programs have killed a lot of the alpha there was between price and mindshare. Perfect example of Goodhart's Law: When a measure becomes a target, it ceases to be a good measure.
Interesting how Virtual mindshare is at ATH but it's price is far from it.

A bit sad how the info-fi Earn programs have killed a lot of the alpha there was between price and mindshare.

Perfect example of Goodhart's Law:
When a measure becomes a target, it ceases to be a good measure.
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.
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.
The best projects have a large community of respected accounts frequently talking about them organically. Hyperliquid is known for spending $0 in marketing. Because the product (+ token) does the marketing. Imagine having @blknoiz06 @ThinkingUSD and @CryptoHayes tweeting daily about your project for free (their bags). You need two things for this to happen: 1/ Make a product ppl use 2/ Make your (rich) users richer Many good projects only have one. Uniswap has (1) and Apecoin/Blur did (2) but very few projects have both like Hyperliquid. For (2) to happen, you need: a/ Launch at low FDV b/ Good tokenomics (reasonable allocation to team+investors etc.) c/ Revenue d/ Buybacks That's it. The playbook is simple but many founders are focused on making a quick bag for themselves in the short-term.
The best projects have a large community of respected accounts frequently talking about them organically.

Hyperliquid is known for spending $0 in marketing. Because the product (+ token) does the marketing.

Imagine having @blknoiz06 @ThinkingUSD and @CryptoHayes tweeting daily about your project for free (their bags).

You need two things for this to happen:
1/ Make a product ppl use
2/ Make your (rich) users richer

Many good projects only have one. Uniswap has (1) and Apecoin/Blur did (2) but very few projects have both like Hyperliquid.

For (2) to happen, you need:
a/ Launch at low FDV
b/ Good tokenomics (reasonable allocation to team+investors etc.)
c/ Revenue
d/ Buybacks

That's it.
The playbook is simple but many founders are focused on making a quick bag for themselves in the short-term.
Mantle’s Integration with HyperBridge 🔸 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. 🔸 Deposit now to trade, more assets coming soon.
Mantle’s Integration with HyperBridge

🔸 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.

🔸 Deposit now to trade, more assets coming soon.
- 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. Now dominating the perp dex completely. How did that happen?
- 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.

Now dominating the perp dex completely.

How did that happen?
what is happening? stay safu everybody and do not click on links.
what is happening?
stay safu everybody and do not click on links.
What is trending on CT lately? Two things mainly: (1) Hyperliquid (2) Mindshare, Attention, Social, Marketing and corresponding projects. Already a lot of fatigue around (2), which is doing more harm to the space than anything else. But @_dexuai is aiming to change that with fresh, innovative approaches and give it a new direction. Coming in Q3.
What is trending on CT lately?

Two things mainly:

(1) Hyperliquid
(2) Mindshare, Attention, Social, Marketing and corresponding projects.

Already a lot of fatigue around (2), which is doing more harm to the space than anything else.

But @_dexuai is aiming to change that with fresh, innovative approaches and give it a new direction.

Coming in Q3.
What is the crypto industry standard for what an "experiment" is? genuinely curious.
What is the crypto industry standard for what an "experiment" is?

genuinely curious.
The Hyperliquid maxis. Which of these accounts do you think have the biggest contribution to HL? The success of HL is having such a strong community while spending $0 on marketing. Established accounts like @ThinkingUSD @Lamboland_ and @blknoiz06 writing a lot about it non stop, each from a different angle.
The Hyperliquid maxis.

Which of these accounts do you think have the biggest contribution to HL?

The success of HL is having such a strong community while spending $0 on marketing.

Established accounts like @ThinkingUSD @Lamboland_ and @blknoiz06 writing a lot about it non stop, each from a different angle.
The Hyperliquid maxis. Which of these accounts do you think have the biggest contribution to HL? The success of HL is having such a strong community while spending $0 on marketing. Established accounts like @ThinkingUSD @Lamboland_ and @blknoiz06 a lot writing about it non stop, each from a different angle.
The Hyperliquid maxis.

Which of these accounts do you think have the biggest contribution to HL?

The success of HL is having such a strong community while spending $0 on marketing.

Established accounts like @ThinkingUSD @Lamboland_ and @blknoiz06 a lot writing about it non stop, each from a different angle.
Here is a hot take: Mindshare is a vanity metric. 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 .
Here is a hot take:
Mindshare is a vanity metric.

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.
. @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.
How did Aave out-competed Compound by so much? Aave TVL has gone parabolic since 2023 but Compound has the same TVL as 3 years ago.
How did Aave out-competed Compound by so much?

Aave TVL has gone parabolic since 2023 but Compound has the same TVL as 3 years ago.
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!
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!
Connectez-vous pour découvrir d’autres contenus
Découvrez les dernières actus sur les cryptos
⚡️ Prenez part aux dernières discussions sur les cryptos
💬 Interagissez avec vos créateur(trice)s préféré(e)s
👍 Profitez du contenu qui vous intéresse
Adresse e-mail/Nº de téléphone

Dernières actualités

--
Voir plus
Plan du site
Préférences en matière de cookies
CGU de la plateforme