AllForResearch.ETH

Blockchain research | DeFi | NFT | Metaverse | Web3.0 | Punk #3622

[goodalexander @goodalexander]

Right now the plan is
1] Run WW2 style deficits with no War and
2] 1990s Japan style demographics
and know that it's going to completely implode so
3] deregulate banks for the final hurrah
4] move all your net worth into crypto beforehand

DOGE was just to say "we tried"

[Saint @thesaint_]

The DA wars for Chains (RaaS) not inclusive.

• @MantaNetwork Pacific = Celestia DA

• @0xMantle = Currently using Mantle DA and to use Eigen DA when live.

• @arbitrum Orbit = Celestia DA, Near DA

• @Optimism Stack = Celestia DA, Avail DA.

• @0xPolygon CDK = Near DA, Celestia DA, DAC.

• @zksync Stack = 3rd party (DAC)

• @Starknet = DAC, Avail DA

NB: Ethereum is Data Availability by Default for all Rollups but not for Validium as Validiums are based on DACs.

So, I did not include Ethereum.

[MORBID-19 @JuhyukB]

오픈AI를 둘러싼 사건의 전개를 이해하고 싶다면 배워보자.

오늘의 단어: Decel

1) 오픈AI의 CEO 샘 알트먼의 해고 소식에 많은 이들이 ‘감속주의자’와 ‘안전주의자’들에게 거센 비판을 쏟아내고 있음

[Murphy @Murphychen888]

2022年12月24日，我分享了一个神奇的指标，即把BTC前3轮减半之后MVRV的走势叠放在一起，可以发现每一轮的走势图形都高度同频。具体原理和说明，大家可以回顾下这篇推文，这里就不重复了。现在我们可以回过头再看看当时根据该指标给出的预测（见下图），无论是时间、买点、趋势都全部命中。

[Jordi Alexander @gametheorizing]

Haven't expressed Macro views in a while- but as things are about to really start moving- its time.

I spent months analyzing the endgame of U.S. policy.

The outcome I saw is now coming into view-

Gradually at first.. then all at once, the Fed will poo-poo in their pampers. 🧵

[Ray Dalio @RayDalio]

China is facing an obvious need for a big debt restructuring of the sort that has happened many times before in history and that follows a typical template. In this new article, I briefly explain what I believe Chinese economic leaders need to do right now to engineer a beautiful deleveraging, which I believe from prior discussions that they understand from having studied the patterns of history. I hope you will find my perspective helpful, and I look forward to hearing your thoughts or questions about this issue in the replies. https://t.co/VaUJWQBHxX

[Zixi@We're building Stablestock @ZixiStablestock]

做一个小的半年度总结，反思和一些我个人认为的机会（仅代表个人观点，不代表机构观点）：

1/n
2022布局：Questn，Blocksec，Footprint，Xterio，Solv Protocol，Swords and Dungeon，Chainbase
2023布局：风控平台（Almanak），CeFi+DeFi衍生品交易平台（Gravity），去中心化数据标注（QuestLab）

[Stacy Muur @stacy_muur]

The L2 wars are heating up.

Optimism → Superchains
Arbitrum → Arbitrum Orbit (L3)
zkSync → Hyperchains
StarkWare → Fractal Scaling
Polygon → Value Layer

Want to ride this trend?
Dive into the cutting-edge world of L2 developments in one thread.

🧵 1/

[DeFi^2 @DefiSquared]

Exclusive new research on SUI:

Intentionally misrepresented emissions and proof the team themselves are dumping rewards from *locked* and *non-circulating* staked SUI onto Binance. (1/12)

[Bankless @Bankless]

🦄 Uniswap V4 Revealed 🦄

DeFi's leading DEX is getting a big upgrade. Here's everything you need to know

A THREAD 🧵👇

(1/9)

[fuxiang @fuxiangPro]

OpenAI有两个研究员@kenneth0stanley 和@joelbot3000写了一本书叫：Why greatness can't be planned-the myth of the objectives 这本书写于2015年3月，两个月前才被翻译成中文《为什么伟大不能计划》这本书的思想是反直觉的，是对约定俗成目标式思维的颠覆，大模型时代，这本书的思想更加值得被看见。

[a16z crypto @a16zcrypto]

7 Essential Ingredients of a Metaverse ↓

1/ Decentralization - The overarching, governing principle of a proper metaverse, and many of the traits that follow depend on or result from this main concept.

2/ Property Rights - People have grown so accustomed to renting from the centralized services of web2 that the idea of actually owning things — digital objects you can sell, trade, or take elsewhere — often strikes people as odd.

3/ Self-sovereign Identity - Identity is closely related to property rights. You can’t own anything if you don’t own yourself. As in the real world, people's identities must be able to persist in the metaverse w/out complete reliance on a small set of centralized providers.

4/ Composability - A systems design principle, and here specifically it’s the ability to mix and match software components like lego bricks.

5/ Openness/open source - True composability is impossible in the absence of open source, which is the practice of making code freely available and able to be redistributed and modified at will.

6/ Community Ownership - In a metaverse, all stakeholders should have a say, proportionally to their involvement, in the governance of the system. People should not just have to abide by the edicts passed down by a group of product managers at a tech company.

7/ Social Immersion - Big tech companies would have you believe that high-powered virtual reality or augmented reality (VR/AR) hardware is an essential — perhaps even the most essential — ingredient in a metaverse. This is because those devices are a trojan horse

[16131 Ξ🦙⛷️🏂 @16131_eth]

推薦這篇關於 $crvUSD 的文章，儘管很早就在關注消息，但一直有種似懂非懂的感覺，這篇文章非常有效地幫助我理解其機制，也順便分享我理解過程中整理的筆記。

文章連結：https://t.co/JNNBmIQr5h

作者為 @ksin751119 ，有興趣瞭解 crvUSD 機制非常建議仔細閱讀。

以下個人筆記分享：

(1/n)

[Mindao @mindaoyang]

1/ 今天聊聊Blur的借贷协议Blend。

我两年前就说DeFi协议终会走向协议矩阵，交易+借贷+稳定币三种会整合到一起

今天看各大DeFi协议都折腾稳定币，走协议矩阵的路子。没想到，NFTFi的矩阵聚合势头来得比DeFi还要快。

当然，这背后推手是Paradigm 的丹叔；没有人比Dan更了解矩阵和聚合对DeFi的意义。

[Lao Bai @Wuhuoqiu]

接着前天的Thread，把公链的下半部分给写完

一. EVM并行处理
EVM目前最大的性能瓶颈应该就是串行处理这个事儿了，Solana当初也正是凭借着Sealevel的并行处理和POH共识机制把TPS拔高了一大截，在一众Alt Layer1中脱颖而出

要是想办法能让EVM也并行处理，是不是所有EVM兼容链包括L2的TPS就更进一步？

[Lao Bai @Wuhuoqiu]

开个系列Twi，简介下这几个月在一级+二级市场看到的各个赛道的前沿技术或是趋势，可能要拆成很多篇来写，毕竟现在赛道太多了

赛道如下
1. 公链
2. 互操作性
3. MEV
4. 隐私
5. DEX
6. 借贷
7. 稳定币
8. 衍生品
9. NFT
10. NFT-FI
11. Gamefi
12. RWA
13. 代币模型
14. AI
15. 同态加密

[World @worldnetwork]

1/ Advanced generative AI introduces the need for mechanisms to improve fairness, social interaction and trust online.

That's why Worldcoin is initiating an open and permissionless protocol to prove personhood while preserving privacy 🧵