Kyu | DeSpread

COO at @DeSpreadTeam
"Explore rabbithole and spread your own narrative."

[Kyu | DeSpread @taekyu92]

Thrilled to be among the first to claim 470.35 $MMT via @Buidlpad! Early supporters win in crypto 🏆

[DeSpread @DeSpreadTeam]

Happy to roll out the HypurrCorea: @SKYGG_Official x @DeSpreadTeam Staking Dashboard!

Stake $HYPE and get ticket point for the upcoming lottery!

Hyperliquid.

https://t.co/BCWonI7YBZ

[Kyu | DeSpread @taekyu92]

#J https://t.co/wfbhbnxUgD

[Jambo @JamboTechnology]

The ticker is $J

A new era for Jambo launching January 2025

[Kyu | DeSpread @taekyu92]

Verifying my Twitter account for my #GalxeID gid:m8AyvLh2bvMcSforJDFAxH @Galxe

[Earl | DeSpread @Earl_Senor]

https://t.co/XngxdweRSz

[DeSpread @DeSpreadTeam]

DeSpread League of Legends in-house match!
Who's up for the challenge? 🎮

[DeSpread @DeSpreadTeam]

Happy First Day of the #KBW2024 Main Event!

Are you guys all enjoying 🇰🇷 ?

With over 300 side events, you might not know where to go. Just follow DeSpread.

We'll guide you through the full course from the 3rd to the 6th in this thread 🧵

[Earl | DeSpread @Earl_Senor]

Reflecting on Pendle Finance's Journey to the Center of DeFi

I recall my first encounter with @pendle_fi years ago. How has Pendle managed to position itself at the heart of the DeFi scene today?

I was aware that the concept of Principal Strips and Interest Strips, key vehicles in traditional wholesale finance, was a valuable product of financial engineering.

However, I had concerns about how to generate demand for speculation on Implied APY versus Underlying APY in an on-chain financial market dominated by retail investors, where the concept of APY hedging might struggle to gain widespread adoption. I pondered whether it would take considerable time for institutional trading to adopt public on-chain finance, and if consistent user education could effectively captivate retail users.

This reflection stems from my own experience. In early 2022, (Just before the prolonged bear market started), I purchased Element Finance's #BTC principal strip and received an early contributor allocation, partly based on the thesis that the next wave of adoption could be institutional (at that time). However, Element failed to gain user traction and ultimately shut down during the market downturn.

What set Pendle apart in 2023?

1. Again, User Experience
Pendle's product is undeniably complex and it still remains true today. Recognizing its nature, Pendle prepared a simple UI for beginners and a Pro UI for crypto natives ready to engage in yield trading. These are now known as the Earn UI and Trade UI.

This approach stands in stark contrast to my experience with Element, where despite understanding the product, I found it difficult to use. Pendle's efforts appear to be genuinely user-friendly and it well aided in targeting much broader range of users.

2. Education and Community-Centric Activities
Pendle's commitment to education is not a recent development. From the project's inception, they've created content ranging from beginner-friendly guides to advanced materials for professionals, aiming to cultivate a loyal user base. This effort also has significantly contributed to the project's brand power.

Simultaneously, their bold, community-friendly social activities have successfully shed the image of being an exclusively expert-oriented DeFi product.
https://t.co/3FKfDP6tis
https://t.co/RRyjCKvOhi
I actually couldn't help but laugh out loud at posts like the above from Pendle's official account and intern, and it led me to follow up on how much Pendle had developed and brought retention to look at the product even one more time.

3. Obviously, The Points Market
As the saying goes, "Luck favors the prepared." Pendle consistently maintained its focus on user experience and education, building a robust archive of educational content and a strong community presence. Then, unexpectedly, Pendle introduced a utility that took the community by storm, achieving retail adoption. Even if this approach capitalized on the crypto community's speculative nature, it adhered to the fundamental principles of supply and demand.

Beyond financial engineering, this model is uniquely realizable in an on-chain environment, potentially serving as a prime example of on-chain engineering.

Of course, for the points market to maintain its current performance, it will require continuous liquidity bootstrapping and a supply of new projects issuing tokens. As the market matures, its performance may naturally decline.

However, with a substantial base of stakeholders now familiar with Pendle's products and a successfully bootstrapped presence, the focus should shift towards strengthening adoption as a core "yield marketplace".

Yet, who knows what the future holds? Another breakthrough in on-chain engineering might emerge, and Pendle seems poised to seize such opportunities, given their track record of diligent preparation.

[Good Vibe AI @goodvibe_ai]

AIP: 아비트럼 타임부스�� 채택 제안 ($ARB 소각 가능성)

6월 28일 아비트럼 재단이 타임부스트 AIP 제안을 포럼에 업로드하였습니다. 개인적으로는 매우 흥미로운 제안이며 재단이 직접 업로드 한 만큼 통과 가능성이 높다고 생각합니다.

아비트럼 타임부스트 제안 간단 정리

・핵심은 트랜잭션 처리 선착순 방식에서 2가지 방식으로 변경.
・2가지 방식 중 더 빠르게 처리해주는 방식인 익스프레스 레인을 경매를 통해 판매.
・MEV을 통해 이익을 보고 싶은 MEV 탐색자들이 ETH or ARB를 지불하고 경매에 참여.
・ETH와 ARB, 타임부스트 거절 3가지 옵션으로 투표를 진행.
・ETH가 선정 될 경우 수익금을 아비트럼DAO에게 보낸다.
・ARB가 선정 될 경우 ARB 수익을 소각한다.

📘더 자세한 내용은 아비트럼 한국 블로그 https://t.co/TJcyO7Gyiy
🗳아비트럼 포럼 AIP 제안 https://t.co/vCIeV3H5PY
아비트럼 아버지 애드 펠튼의 타임부스트 개념 설명 https://t.co/fJsiPBvJhx

아비트럼 재단에서 처음으로 거버넌스 말고, ARB 토큰의 유틸리티와 소각 가능성에 대해 이야기한 부분이라 많은 관심을 얻을 것이라고 생각합니다. 개인적으로는 ARB 옵션이 선정되면 좋겠네요.

[Wu Blockchain @WuBlockchain]

DeSpread released a report on the Korean crypto community. Telegram is the most commonly used rather than Twitter. South Korean Crypto searches exceed stock by 25%. The top four high-frequency words are Bitcoin, NFT, airdrops, and Ethereum. Read more: https://t.co/J7aYwpMV5n

[Leo 👨🏻‍💻 @unexpected_leo]

👀🟧@Stacks

[DeSpread @DeSpreadTeam]

🆕 Insight & Analysis: Point Valuation Framework — Gomble Airdrop Case Study

1/ It's becoming an industry standard for projects to adopt a point system for their token airdrop strategy. However, it's difficult to estimate the number of tokens a user will receive and their value, as point aggregation is often handled off-chain and token allocations are not publicly available.

However, if the airdrop strategy involves capital, such as a staking campaign, it is possible to estimate the value by looking at the cost of capital, the conversion rate between points and tokens, and examples from benchmark projects.

In this article, we'll set up a framework for point valuation using the Gomble airdrop campaign as an example to see how it can be applied.

[DeSpread @DeSpreadTeam]

DSpunk #31 & #32 joined the @DeSpreadTeam✨

Please welcome @sose_crypto and @heytranks👋

[DeSpread @DeSpreadTeam]

<A Coffee Chat With D’s Friends> is a bi-weekly interview series. Todays feature is our Director / Head of Marketing @taekyu92

Kevin has accumulated seven years of marketing experience in the Web3 industry. His prolonged tenure has afforded him a profound understanding of the history and trends in Web3 marketing.

The article features a discussion with Kevin about the evolution of marketing within the Web3 sector and the essential qualities of a Web3 marketer.

Check out here⤵️
https://t.co/L1KuVi29Js

[DeSpread @DeSpreadTeam]

<D's 프렌즈와 커피챗> 코너 14편이 업로드됐습니다. 이번 편 주인공은 디스프레드의 마케팅 전반을 총괄하시는 황태규님입니다.

태규님은 웹3 업계에서 7년간 마케팅 경력을 쌓아오셨는데요. 업계에 오래 계신 만큼 웹3 마케팅에 대한 역사와 트렌드를 간파하고 계십니다.

이번 글에서는 태규님과 그동안 웹3 업계의 마케팅 변천사와 웹3 마케터가 가져야 할 자질에 대한 이야기를 나눴습니다.

👉https://t.co/l7Gu1Fx67c

[Earl | DeSpread @Earl_Senor]

아스타 투 트랙 현황 업데이트

1️⃣ 블록체인 상용화를 위한 사업 개발 능력

👀 대형 회계법인 Big Four 중 하나, 딜로이트의 참여라는 것이 어떠한 임팩트를 만들어줄 수 있을까? 👉 https://t.co/UWIBzWGxSS

전통 대기업의 푸쉬가 들어간 만큼, 일본의 문체부, 스포츠庁이 주관하는 “스포츠×기술 활용 촉진 사업”의 활용 사례로서 아스타 zkEVM이 사용된다는 사���를 만들어낸 모습이다 👉https://t.co/8mBjXrYPaF

👀 일본항공 및 하쿠호도와 같은 전통 기업이 소비자단을 겨냥한 사업. 아직은 마케팅 효과 정도가 부가가치라고 할 수 있겠지만, 전통 기업과의 합을 맞추는 시범 사업이 지속적으로 이루어지고 있다는 점이 고무적이다 👉https://t.co/a5OMm0EYfS

❓소니와의 조인트벤처는 아직 공개된 업데이트가 없음. 과연 별도의 체인과 별도의 네이티브 토큰을 사용 할 것인가? 아니면 아스타 체인 위에서 직접적인 BM을 통해 value accrual을 만들어낼 것인가?

❓퍼블릭 체인과 엔터 산업. 어떠한 시너지가 만들어질까? 👉 https://t.co/I3cd4Yw2A6

👀 계속되는 관련 규제 완화 및 기업의 참여를 유도하기 위한 안전 장치로서의 규제 마련이라는 정부 지원은 생각보다 빠른 속도로 이루어지고 있다 👉 https://t.co/sGDXMV4Jo3

2️⃣ 퍼블릭 블록체인으로서 견고한 성능 및 생태계 확립

👀 아스타 zkEVM 95% 👉 https://t.co/n04emzunVc

폴카닷의 SDK, 폴리곤 CDK, 폴리곤-젤라토 AggLayer 등 검증된 기술을 잘 소싱함으로써, 아스타는 아스타가 잘하는 것에 집중할 수 있는 그림을 그리고 있음. 즉 1️⃣ 블록체인 상용화를 위한 사업 개발 능력에 집중할 수 있다는 것 👉 https://t.co/qQlLyU1zuw

또한 온체인 활동��� 필요한 기본 중에 기본인 인프라인 AMM, Lending, LSD 등 수도관 공사 또한 소홀히하지는 않는 모습 👉 https://t.co/vXX8Wab4G8

👀 디앱스테이킹 V3 도입 완료, 토크노믹스 2.0에 대한 마일스톤은 순조롭게 달성되는 중.

디앱 스테이킹 V3는 집단 지성이라는 힘을 소싱할 수 있는 탈중앙화 의사결정을 기반으로 잘하는 프로젝트는 더욱 많은 개발 지원금을 받아가고, 못하는 프로젝트는 도태될 수 있는 시스템을 마련하기 위해 도입되었음.

하지만 경제적 인센티브라는 강력한 치트키에 의해 빈익빈 부익부라는 사례가 보고되고 있음. 완전히 이상적인 개발 지원 스테이킹 시스템이 구축되기까지는 여전히 발전의 여지가 많이 있음 👉 https://t.co/5Ly6SrFUWy

[Arbitrum @arbitrum]

We’re excited to foster growth for the ecosystem in Korea with @DeSpreadTeam🤝

Stay tuned for @Arbitrum_korea's imminent official launch!🇰🇷

[DeSpread @DeSpreadTeam]

🆕 Project Report: The Graph @graphprotocol

1/ Blockchain databases do not provide efficient indexing capabilities due to structural limitations, and dApp developers face the hassle of further processing blockchain data. The Graph aims to solve this problem by forming an open data market and providing efficient data indexing services.

In this article, we'll analyze The Graph's features and operating mechanisms, and take a look at their recent moves.🧵

[DeSpread @DeSpreadTeam]

🆕 프로젝트 리포트: 더 그래프 @graphprotocol

1/ 블록체인 데이터베이스는 구조적 한계로 인해 효율적인 인덱싱 기능을 제공하지 못하며, 이로 인해 디앱 개발자들은 블록체인 데이터를 추가로 가공해야 하는 번거로움을 직면하고 있습니다. 이에 더 그래프는 이러한 문제를 해결하고자 오픈 데이터 마켓을 형성하고 효율적인 데이터 인덱싱 서비스를 제공하고 있��니다.

이번 리포트에서는 더 그래프의 기능과 운영 메커니즘을 분석하고, 최근 이들의 주요 행보에 대해 살펴보고자 합니다.🧵