zmanian

It's time to bring down inflation.

Hugely supportive the Near halvening propsal.

Hugely supportive the Celestia proof of governance proposal.

It's time to cut Solana emissions too.

Token emissions just seems to support things like validators in a race to the bottom for staking for whale.

Off chain rebates to become top validators to get retail to stake with you have been increasingly common.

validators need to be pressured to hold more of tokens and be active in the app layer to survive.

Near intents explorer

https://explorer.near-intents.org

Moving core blockchain infrastructure code between teams every 3-5 years is good for the health and sustainability of the project.

CometBFT transitioned teams 3 times.

Cosmos SDK transitioned teams 4 times.

It’s actually good for long term infrastructure to demonstrate that the team can transition.

Why did the CT KOLs suddenly get excited about high performance CLOBs?

Hyperliquid liquid demonstrates structural advantages to being super friendly to maker side liquidity.

Solana tx data shows demand for high volatility trades in $1-10 range.

Perps/prediction markets can compete with memecoins if you have short duration and high leverage trades.

Builders are prototyping with Hyperliquid and building app chains for a new category.

Why did the CT suddenly get excited about high performance CLOBs?

Hyperliquid liquid demonstrates structural advantages to being super friendly to maker side liquidity.

Solana tx data shows demand for high volatility trades in $1-10 range.

Perps/prediction markets can compete with memecoins if you have short duration and high leverage trades.

Builders are prototyping with Hyperliquid and building app chains for a new category.

A shielded pool with DeFi built in combines traders with privacy seekers.

$UM

Polymarket is on Cosmos as much as it's on Ethereum lol.

Polygon is the werewolf half breed of these ancient creatures.

What levers get pulled by Tether to move the USDt network effects from Tron to Plasma and Stable ?

The fundamental problem with memecoins as the dominant form of gambling in crypto is that the loss rate is too high to retain users because it is fully PVP system with no skill brackets.

@BitcoinLayers data on BTC wrappers is interesting.

wBTC didn’t collapse as much as expected.

Lombard is way smaller than I realized

All roads lead to Cosmos

What I hate about Cosmos is how inadequate the Cosmos forum is for discussing governance.

Especially because there is no way to weight posts many how much of the token supply endorses a view

It’s exciting to see SUI become a cosmos chain .

Meaning struggling with high stakes governance decisions

Reading through the Alpenglow white paper but it seems like Solana will have a consensus that is much less dependent on the discord as a fallback consensus layer

Read my through the Alpenglow white paper but it seems like Solana will have a consensus that is much less dependent on the discord as a fallback consensus layer

The rebirth of ATOM is the prelude to the Interchain Singularity.

Felt really bullish about crypto about ZKSummit.

Big theme of the talks was

App builders are not coming to save the infra builders.

Infra builders have to dogfood their infra to build apps.

And there were actual apps to demo

It’s smart for Polygon to be investing in the network effects of both their L1 and Plonky 3 .

These are their strongest strategic assets

One takeaway from the Movement saga is that both investors and retail should be insisting on more independent directors and experienced crypto people in the foundations.

The wildest thing about World app is that the token price is right in app.

Probably the most forbidden thing from the securities lawyers over the years