Colin

mostly crypto/blockchain.
researcher @hydra_dx.
opinions my own, not necessarily current, not necessarily correct. and not financial advice

[Colin @poliwop]

My explainer on app-chains for AMMs... Can you tell I'm used to lecturing to a class, not a camera? https://t.co/dxTq4o9hx2

[Colin @poliwop]

Lol
https://t.co/f0CRyAU6dT

[Colin @poliwop]

@hdevalence same here but... i have not yet seen a game use blockchain integration in a way that enhances the experience rather than degrades it, have you?

it turns out that in-game assets don't make much sense outside of the context of the game itself, perhaps?

[Colin @poliwop]

@kain I dunno if "regulationball" was a deliberate reference to Calvinball... If not, it should be

[Doug Colkitt @0xdoug]

We need to protect the people so they can make safe and responsible financial decisions, like buying a $90k F150 on an 84 month loan at 12% interest.

[🤓Kenny @superanonymousk]

@MantaNetwork Scam alert - Do not click any links; the Manta Network account is compromised by hackers.

[jgreen (🐍,💦) @JindrichGreen]

1/3 Good to see @joepetrowski talking about stepping back from asset-conversion pallet being marketed as DOTSwap. I didn't think a UniV2 clone can be a competition to newer and superior dex models but state-sponsored marketing could mean

[_gabrielShapir0 @lex_node]

there's little point in raging against the government's crackdown on crypto/DeFi

people got greedy and sloppy

we mostly have DeFi prototypes but decided to pretend they were as good as the real thing (and try to get rich from them: Theranos-, fake-it-till-you-make-it style)

[henry 🌘 @hdevalence]

“breakfast delayed is breakfast denied” — the cats when i sleep in until 9:30

[⚡️🌙 @dystopiabreaker]

i don’t think we should have a central committee headed by mostly 70+ year olds deciding what technology is allowed to be built or not

[⚡️🌙 @dystopiabreaker]

why was silvergate’s FHLB loan withdrawn suddenly?

why are they in voluntary liquidation instead of being acquired or otherwise reintegrated as is typical?

why was signature shut down?

[Ethan Buchman (🐝,🦇) @buchmanster]

I don't think you can ban fractional reserve banking (basically, maturity transformation). It's a phenomenon like cocaine & liquid staking. But you can make it safer with a sound regulatory environment.

Of course historically America has never had a fucking clue how to do that🧵

[⚡️🌙 @dystopiabreaker]

perhaps it would be good if there were a way to use cryptography to define the specific behavior and bounds of financial infrastructure, using rules that everyone can check and that are as hard to break as the hardest known math problems

[Colin @poliwop]

@dbrauer So far there has been no attempt to plow the "parking" lane on my street, so I'm hoping they are not done... In previous snow emergencies they have eventually gotten to it but not during the actual "snow emergency" (so several cars were parked there)

[Colin @poliwop]

just misinterpreted sci-fi as "science finance" for a sec in my head, need to reassess my information environment 😂

[Colin @poliwop]

@danrobinson same here, every feed algorithm tweak seems to push in this direction 🙄

[Matthew Yglesias @mattyglesias]

Every time I read a deflationary account of AI sentience I think “yes but this is also what people are like.”

https://t.co/6V9Y9h7RJ5

[Colin @poliwop]

@hdevalence This isn't to say there won't be a place or use for general-purpose chains, but app chains do seem to have a dramatic advantage

[Colin @poliwop]

@hdevalence In general, it seems like this is the reason for app-chains over general purpose chains, right? App-chains will always be able to better constrain their block producers in ways that result in the desirable flows in information (for privacy) and value (to constrain MEV)

[Colin @poliwop]

@CurveFinance @ameensol @haydenzadams @markus_ @Uniswap Didn't think about this too hard, but aren't monetary policy mechanisms like RAI's reliant on external liquidity being available at the market price rather than the target price? What is IL in an AMM context is the (desirable) fluctuation in RAI supply which stabilizes the price

[Hydration @hydration_net]

The HydraDX Omnipool is live.

https://t.co/HgJSXnVxgo