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zmanian
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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
#MATIC
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zmanian
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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.
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Near intents explorer https://explorer.near-intents.org
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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.
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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.
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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.
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