@Dialectic_Group is open-sourcing our SpaceX valuation thesis and model.
Memo: spacex.dialectic.com@SpaceX is pushing humanity into a Sci-Fi, multi-planetary future. Vertically integrated with launch, global connectivity infra, orbital data centres, compute manufacturing and eventually celestial exploration - all of which is accelerated by a maximally truth-seeking AI and a mission-driven corporate culture of ‘shocking competence’. SpaceXAI presents a unique valuation challenge to model.
@Dialectic_Group presents a time-weighted probabilistic sum-of-the-parts DCF that values each of the 12 businesses across Space, Connectivity and AI Digital. We also considered comparables and market signals. Given our compounding machine, we intend to accumulate within range and produce the best risk-controlled yields on this asset. We note the inspiring potential upside given the infinite possibilities of space. NFA
Open-sourced (CC BY 2.0): github.com/dialecticch/space…
Creating a tg group for people who are interested in collectibles and games. (Collectibles, card games, tabletop, MMOs, comics, Warhammer, Pokemon, D&D, minis, painting, trading etc.)
DM if you would like to join! Serious inquiries only. 🤓
At devconnect I paid for a burger with an Account Abstraction wallet (@getclave) and spent 25 minutes explaining why I actually did pay them in ETH even though the value was 0 and the “to” address was “wrong”.
The crypto community is almost ready for crypto.
At devconnect I paid for a burger with an Account Abstraction wallet (@getclave) and spent 25 minutes explaining why I actually did pay them in ETH even though the value was 0 and the “to” address was “wrong”.
The crypto community is almost ready for crypto.
Introducing the newly redesigned @Walletbeat!
• 24 independent reviews of software hardware wallet brands in a compact table format for quick comparison
• color-coded pie charts, tooltips, hierarchical columns and rows that collapse and expand to reveal details
• filters and sorts for variants, hardware models, attribute ratings, categories, stages and more
• dynamically generated wallet report cards with detailed explanations of rating criteria, sources and research methodologies
With the $MAK token sale around the corner, there’s no better time to meet the Makina team.
Join us during Devconnect at @Vault__Summit .
Our Head of Product, @colingplatt , will be presenting at 11:00am, Nov 18 - Ciudad Cultural Konex in Buenos Aires.
✈️ Catch flights, mint memories! POAP wants you 🫵 to mint precious collectibles for your travels.
Until the end of the year, POAP collectors can mint POAPs with GPS at 18 airports around the world. 🌎
📅 15 Oct – 31 Dec 2025.
More info 👇
That filled up quicker than expected.
Caps reached:
DUSD: $40M
DETH: 9,000 ETH
DBTC: 100 BTC
Appreciate everyone who backed what DeFi's been
missing, a real execution engine, built from first
principles.
Now back to work, more to do until Season 1 starts.
The wait is over!
Makina’s Pre-Launch Machines are now live.
A major milestone for DeFi that empowers professional fund strategists and makes top tier risk adjusted onchain strategies available to everyone.
Want in?👇
Bundles are now live on Unichain
Searchers can use bundles to target specific blocks and opt-in to revert protection
That means tighter arbitrage that creates more accurate pricing, less slippage for users, and healthier pools with fewer stale reserves
Are you feeling the @EthCC fomo, anon? We got you! 😏
We’re running a special EthCC challenge - open to everyone, everywhere.
1️⃣ Make a swap of at least $15 on any EVM on the Junction app
2️⃣ Earn our exclusive EthCC badge
Whether you’re in Cannes or watching the updates from your couch - this one’s for you 🤝
This Unichain EOA sends 1 transaction per block, with the call data as a UTF-8 encoded message: "Block Number: [the block number]" 🤔🤔🤔
uniscan.xyz/address/0xcabba9…
"Solvers will need to specialize and excel on specific routes." - @PhilippZentner
As the space continues to grow and become more complex, we can expect to see an increasing number of specialized players.
This looks great, congrats ! @medhakothari I'll be happy to add you to the list of known implementations and open a PR to add support for your contract in Hardware wallets @P3b7_@Trezor let's talk asap 😁
2️⃣ We decided to write our own smart contract, to give us maximum flexibility on the features we want to prioritize
Our contract is audited and is built with things like: 4337 gas abstraction, 5792 batched txns, and alternative signers (passkeys & session keys) in mind
Great read. Many L2s love to boast about high transaction counts, but it’s been clear for years that a large chunk of this activity is fake. Bots swapping back and forth just to inflate on-chain volume are also still a major issue, for chains and protocols alike.
Today, we introduce a new thesis: MEV has become the dominant limit to scaling blockchains.
Spectacularly wasteful onchain searching is starting to consume most of the capacity of most high-throughput blockchains.
This is a market failure we can no longer ignore.
It becomes more and more obvious that Base is filled with bots txs. A mix of snipe and arbs txs. TPS is not a good metric.
x.com/HugoApps/status/185586…