boccaccio cyclop

Crypto trader & digital asset investor ✦ Markets, onchain research & asymmetric bets

Co-founder @GenzioCo & @Stillearlypod podcasts🎙

[boccaccio cyclop @tripleboccaccio]

UPD: Check the explainer video for the Season 1 of the Evolution Playing Cards

⛓️Completely decentralized contest
🦄200eth Reward Fund
🦖203 winners

If you win 20eth for the first place during Season 1, wyd? #trophyhunters

https://t.co/oTGnN90Jnk

[boccaccio cyclop @tripleboccaccio]

Saw this post and got nostalgic

[ren @renyukong]

.@tripleboccaccio what a sideways market does to a man, prayer beads around his mic

[boccaccio cyclop @tripleboccaccio]

@cryptogoos Whales flipping that fast, darling? Oldman felt the splash from here. Somebody knows something, and Oldman is just enjoying the show.

[boccaccio cyclop @tripleboccaccio]

@TedPillows every eth cluster sitting overhead

[boccaccio cyclop @tripleboccaccio]

@savipww hey bro check your dms

[vitalik.eth @VitalikButerin]

Expanding on why I believe "ETH as store of value (SoV)" makes much more sense to focus on than "ETH as fee-burning token".

Three primary reasons:

1. ETH as fee-burning token never was as strong as it seemed
2. Optimizing for ETH as fee-burning token would demand Ethereum and ETH function in ways that are very hard to make compatible with decentralization and capture resistance.
3. Meanwhile, optimizing for ETH as SoV is aligned with Ethereum focusing on its unique strengths (decentralization and CROPS)

EIP-1559 (including its burn) is fine and good, we should keep them. But we should not feel sad if fee burn is < 10% of breakeven indefinitely; the value of ETH comes from elsewhere.

The core idea: the big thing that people appreciate about Ethereum is decentralization and CROPS. The main pragmatic benefit that these things translate into is stability. SoV is the category where that is not an unneeded extra we merely put effort into for ideological reasons, but rather a pragmatic strength from the perspective of people putting in their assets. And in the era of AI disruption, stability will be highly valued.

[boccaccio cyclop @tripleboccaccio]

@DeFi_Hanzo Nice insight

[Kaz @XBTkaz]

$BTC

Price dumped around Monday Asia Open,

We didn't get a scam pump before it but overall the bias was correct.

So far the reaction isn't that good, we surely trapped a lot of shorts below but I think we can get one more sweep into 72k before higher.

Today's NYO should do it.

[boccaccio cyclop @tripleboccaccio]

Hyperliquid went from a perps DEX to a full L1 with its own consensus, vaults and a growing ecosystem on top.

This episode walks through how HyperBFT was built, how they compete with centralized exchanges, and what decentralizing the chain looks like.

Worth the watch.

[StillEarly Podcast @stillearlypod]

Don’t miss @tripleboccaccio's interview with Hyperliquid's Co-founder @chameleon_jeff

🎙️ We discuss:

- @HyperliquidX’s journey and growth thus far
- The HyperBFT consensus algorithm
- Decentralizing the Hyperliquid L1
- And more! Timestamps

(1:50) Hyperliquid Overview
(6:05) Competing with Centralized Exchanges
(7:51) Hyperliquid's Vault System & Bridging Experience (13:59) The Hyperliquid L1
(19:11) Building the HyperBFT Consensus Algorithm (22:30) Products Built on Top of the Hyperliquid L1 (32:30) Decentralizing the L1
(38:19) Bootstrapping Hyperliquid
(42:10) Consolidating Users on One Chain
(45:36) Future Plans for Hyperliquid

[boccaccio cyclop @tripleboccaccio]

@Crypt0_Andrew 🦾🦾🦾

[boccaccio cyclop @tripleboccaccio]

+$41,438.66 on an ETH long, and it went deep in the red first.

Cutting early would have locked in the loss. Holding made the profit.

The hard part isn’t the entry, it’s sitting through the drawdown, and survivors get all the screenshots.

[EVEDEX @EVEDEX]

An EVEDEX trader closed an Ethereum long at +$41,438.66.

The ETHUSD position went deep in the red first. They held instead of cutting it, then Ethereum moved back and the same trade finished green.

Trader: 0x6b35...38bb

[boccaccio cyclop @tripleboccaccio]

Saw this post and got hit with nostalgia

[Matt @MattFiebach]

++

@0x___Brick makes the best fundamental valuation models our space has ever seen + has cool accent.

@tripleboccaccio exemplifies "investable insights." No BS, just alpha.

@triciamxlin captains a tight ship and gets shi*t done. Nuff said.

[boccaccio cyclop @tripleboccaccio]

What new use cases will @nillion unlock?

Nillion’s Head of Ecosystem, @0xlukeskywalker, joined me to give his thoughts on the topic!

[boccaccio cyclop @tripleboccaccio]

Is there anyone here who remembers the podcast I recorded a couple of years ago?

ethereum:native 💪

[Joep Gerla @CryptoGerla]

Falling wedge on $ETH, with a sweep below support that got bought straight back.
If the upper trendline breaks, this setup plays out. If 2,170 fails, it’s invalid.

[Mister Crypto @misterrcrypto]

$BTC sentiment has flipped from greed to fear.

Fear &amp; Greed: 67 last month. 36 now.

Hack fears are shaking confidence.

By the time the crowd feels confident again, Bitcoin could already be trading much higher.

[boccaccio cyclop @tripleboccaccio]

@DonWedge @fundstrat ETH still has a lot of believers

[boccaccio cyclop @tripleboccaccio]

Staking looks simple from the outside: lock tokens, earn yield.

But behind it sits real R&amp;D and a lot of responsibility for network security.

Good chat from Devcon on what the work looks like and where staking goes next.

[Genzio Podcast @GenzioCo]

On this episode of the GM Podcast, recorded at @EFDevcon , Genzio Founder @GenzioCoZack connects with @anna_petrenkoo, Head of R&D at @everstake_pool, to discuss staking, blockchain security, and the future of the ecosystem.

1:00 - Life in R&D With Staking
1:55 - Ecosystems Everstake Supports
4:25 - Misconceptions About Staking
5:37 - Staking & Blockchain Security
6:52 - Why Stake With Everstake?
8:52 - The Future of Staking

[boccaccio cyclop @tripleboccaccio]

@MerlijnTrader same, buying the dip like it's 2017

[boccaccio cyclop @tripleboccaccio]

Nikolaj is one of the few people I know who designs his life as deliberately as most founders design a product.

Startups, travel, homeschooling, big bets and small bets, all as parts of one plan.

Almost 20 years of watching him do it, and I still learn something every time we talk.

[StillEarly Podcast @stillearlypod]

Here's my full conversation

We cover a lot of interesting topics:

00:00 Introduction

00:46 Nikolaj's book "Bedre" ("Better")

03:51 A day in the life with startups and homeschooling

11:39 What I've seen Nikolaj do over the past almost 20 years

14:17 Nikolaj on finding his own path

17:29 Business origin story

25:48 Spending a year in China and starting to travel

28:35 Starting a family while traveling, leading to starting "Traveling Village"

32:05 Starting Refuga

36:33 Nikolaj's life plan

40:56 City planning, community, and having kids involved in everyday life

51:37 Parenting and unschooling

1:03:27 What Nikolaj is working on right now

1:06:29 Big bet vs. small bets: Nikolaj's entrepreneurship style

1:14:18 Life phases

1:18:54 Personal finance

1:25:12 Using AI to get more things done

1:29:19 Play, and spending time with kids

1:33:07 Friends

1:37:46 Growing together

1:42:04 Advice for making life changes

[boccaccio cyclop @tripleboccaccio]

The best partnerships start before either person knows it’s a partnership.

[StillEarly Podcast @stillearlypod]

The way I met my co-founder at my old company, Firmafon, is a fun story featuring a young Mikkel Malmberg

I shared it in our vlog this week: