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To anyone concerned about the 'VCs stopped investing in crypto' narrative, here's a list of investors actively deploying: - @1confirmation - @1kxnetwork - @6thManVentures - @BHDigitalAssets - @CMT_Digital - @cbventures - @hiFramework - @halo__xyz - @HivemindCap - @lattice_fund - @Maven11Capital - @metalayervc - @multicoin - @NorthIslandVC - @preludexyz - @hi_Reverie - @standardcrypto - @WhiteStarCap We know this from first-hand experience โ€“ they've backed @alliance startups over the past few months. If you're raising, you should talk to them. (This list is top of mind and not comprehensive. I'm definitely missing many names. But I'll try to keep it up to date.)
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Yooo VCs๏ผŒๅฆ‚ๆžœไฝ ไปฌๆ‰‹้‡Œ่ฟ˜ๆœ‰Dry PowderๅฏไปฅๆŠ•๏ผŒ็œ‹็œ‹ๆˆ‘ไปฌ @o1_exchangeใ€‚ 1ใ€ๅœจ่ฟ™ไธช่ฏฅๆญป็š„็†Šๅธ‚้‡Œ๏ผŒๆˆ‘ไปฌไพ็„ถไฟๆŒ็›ˆๅˆฉใ€‚ 2ใ€ๆˆ‘ไปฌๆญฃๅœจ้™†็ปญๆŽจๅ‡บ็ฌฌ2ใ€3ใ€4ๆกไบงๅ“็บฟ๏ผŒ่ฟ™ไบ›ไบงๅ“ๅฐ†ๅ…ฑๅŒๆž„ๆˆๆˆ‘ไปฌๆ‰€่ฏด็š„ใ€ŒCrypto AWSใ€ๅšๅฎžๅŸบ็ก€ใ€‚ 3ใ€ๆˆ‘ไปฌๆ˜ฏไธ€ไธชๅชๆœ‰8ไธชไบบ็š„่ถ…ๅฐๅ›ข้˜Ÿ๏ผŒ่ต„ๆœฌๆ•ˆ็އๆž้ซ˜ใ€‚็›ฎๅ‰ๅทฒ่ž่ต„ๆŽฅ่ฟ‘500ไธ‡็พŽๅ…ƒ๏ผŒไฝ†่ฟ˜ๆฒกๆ€Žไนˆ่Šฑๆ‰‹้‡Œ็š„้’ฑใ€‚็ŽฐๅœจD30็•™ๅญ˜38%๏ผŒD180็•™ๅญ˜16.8%ใ€‚ 4ใ€ๆˆ‘ไปฌๆ˜ฏๅœจ่ฎค็œŸๅš็”Ÿๆ„๏ผŒ่€Œไธๆ˜ฏ็Žฉๅ™ไบ‹ๅ’Œ็‚’ๆฆ‚ๅฟตใ€‚ๅ›ข้˜ŸๅŸบๅ› ้‡ŒAIๅ ๆฏ”ๅพˆ้‡๏ผŒๆˆ‘ไปฌๅฎŒๅ…จๆœ‰่ƒฝๅŠ›ๅŽปๅšAgentic Paymentใ€Kills Hubใ€Agentic Tradingไน‹็ฑป็š„็ƒญ็‚น๏ผŒไฝ†ๆˆ‘ไปฌๆ•…ๆ„ไธ็ขฐ็บฏๅ™ไบ‹็š„ไธœ่ฅฟ๏ผŒ่€Œๆ˜ฏไธ“ๆณจๅšๆœชๆฅ่ฟ‘ๅๅนด็œŸๆญฃ่ƒฝไบง็”Ÿๆ”ถๅ…ฅใ€่งฃๅ†ณ็œŸๅฎž้œ€ๆฑ‚็š„ไบงๅ“ใ€‚ 5ใ€ๆˆ‘่‡ชๅทฑไนŸๆ˜ฏAIๅ’ŒCrypto้กน็›ฎ็š„ๆดป่ทƒๅคฉไฝฟๆŠ•่ต„ไบบ๏ผŒไฝ†ๆˆ‘ๅพˆๅฐ‘ๆ”ถๅˆฐๅ…ถไป–้กน็›ฎๆŒ็ปญ็š„ๆŠ•่ต„ไบบๆ›ดๆ–ฐใ€‚่€Œๆˆ‘ไปฌๆฏไธชๆœˆ้ƒฝไผš็จณๅฎš็ป™ๆŠ•่ต„ไบบๅ‘ๆ›ดๆ–ฐใ€‚่ฟ™ๅฐฑๆ˜ฏๆˆ‘ไปฌ็ฉฟ่ถŠๅ‘จๆœŸ็š„ๅ†ณๅฟƒๅ’ŒๅšๆŒใ€‚ 6ใ€ๆˆ‘ไปฌ็›ฎๅ‰่ขซไธฅ้‡ไฝŽไผฐไบ†ใ€‚ ่ฏš้‚€ๆœ‰็œผๅ…‰็š„่ชๆ˜ŽVCๆฅpreemptๆˆ‘ไปฌ๏ผŒไธ€่ตทๆก่ฟ™ไธช undervalued ็š„ๅฎ็Ÿณใ€‚ๆˆ‘็š„DM้šๆ—ถๅฏน็œŸๆญฃๆƒณๅ’Œๅˆ›ๅง‹ไบบไธ€่ตทbuild็š„้กถ็บงๆŠ•่ต„ไบบๅผ€ๆ”พ :) cc @foundersfund @a16zcrypto @dragonfly_xyz @PanteraCapital @paradigm @polychain @cbventures @sequoia @multicoin @bcap @circle_ventures @GSR_io @Maven11Capital @variantfund @1kxnetwork @hiFramework @robotventures @Delphi_Digital @6thManVentures @standardcrypto
Yooo VCs, if you still have dry powder to deploy, look at us @o1_exchange. 1. Weโ€™re still profitable in this shit bear market. 2. Weโ€™re releasing our 2nd, 3rd, 4th product lines, all of which will form a solid foundation of what we call Crypto AWS. 3. Weโ€™re a tiny 8 ppl team with ultra high capital efficiency. Weโ€™ve raised close to $5M and have yet touched much money we raised. Currently D30 retention is 38%, D180 16.8%. 4. Weโ€™re building a real biz compared to hype/narrative. Our team DNA is heavy AI and we can be building agentic payment, kills hub, agentic trading balabala but we intentionally chose to not touch narrative and focus on revenue generating products which we think are relevant in the near decade. 5. Iโ€™m an active angel investor of AI and crypto portcos but I have rarely received consistent investor updates. Instead, we send monthly investor updates consistently. This is the consistency and persistence to build thru cycles 6. Severely undervalued. Trying to get preempted by some smart VCs who wanna pick up undervalued gems. My DM is always open to the best investors who build with founders :) cc @foundersfund @a16zcrypto @dragonfly_xyz @PanteraCapital @paradigm @polychain @cbventures @sequoia @multicoin @bcap @circle_ventures @GSR_io @Maven11Capital @variantfund @1kxnetwork @hiFramework @robotventures @Delphi_Digital @6thManVentures @standardcrypto
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Yooo VCs, if you still have dry powder to deploy, look at us @o1_exchange. 1. Weโ€™re still profitable in this shit bear market. 2. Weโ€™re releasing our 2nd, 3rd, 4th product lines, all of which will form a solid foundation of what we call Crypto AWS. 3. Weโ€™re a tiny 8 ppl team with ultra high capital efficiency. Weโ€™ve raised close to $5M and have yet touched much money we raised. Currently D30 retention is 38%, D180 16.8%. 4. Weโ€™re building a real biz compared to hype/narrative. Our team DNA is heavy AI and we can be building agentic payment, kills hub, agentic trading balabala but we intentionally chose to not touch narrative and focus on revenue generating products which we think are relevant in the near decade. 5. Iโ€™m an active angel investor of AI and crypto portcos but I have rarely received consistent investor updates. Instead, we send monthly investor updates consistently. This is the consistency and persistence to build thru cycles 6. Severely undervalued. Trying to get preempted by some smart VCs who wanna pick up undervalued gems. My DM is always open to the best investors who build with founders :) cc @foundersfund @a16zcrypto @dragonfly_xyz @PanteraCapital @paradigm @polychain @cbventures @sequoia @multicoin @bcap @circle_ventures @GSR_io @Maven11Capital @variantfund @1kxnetwork @hiFramework @robotventures @Delphi_Digital @6thManVentures @standardcrypto
The shift in the crypto fundraising landscape the past 6 months has been insane. Crypto VCs used to have to constantly be networking/writing/podcasting/going on spaces/promoting your thesis/getting on 10 deal flow calls a week, to get into good deals...now it's literally enough to just have capital to write checks. Deals are being pushed rather than dug out. Inbound if people know you have money is at an all-time high. Most firms are either 1) Out of money 2) Moved to Series A and beyond or 3) Fundraising (with no success). Deals that used to close in 2-3 weeks now close in 2-3 months. Firms with questionable business models or copy pasta of the latest trend are getting zero primary or follow-on funding (Good news!). There are now realistically <20 firms writing checks in pre-seed/seed. VCs basically have the pick of any deal they want, with more time to do DD. IMHO 25/26 are going to be historic vintages for those who stick around.
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๐Ÿ’ฐ @Neynarxyz unveils acquisition of @Farcaster_xyz #Neynar has acquired #Farcaster, a decentralized protocol designed specifically for building social networks. Following the acquisition, Neynar will take over maintenance of the Farcaster protocol, operate the Farcaster client, and run Clanker. In 2024, Farcaster raised $150M with backing from @Paradigm, @a16zcrypto, @HaunVentures, @USV, @Variantfund, @StandardCrypto, and others. ๐Ÿ‘‰ x.com/neynarxyz/status/20140โ€ฆ
We're thrilled to share that @neynarxyz will be acquiring Farcaster and Clanker and stewarding the protocol, app, and ecosystem moving forward. Across Neynar, Farcaster, and Clanker, we believe we can build the best end-to-end stack for builders and creators to turn their ideas into reality while reaching and growing their communities. The Farcaster ecosystem has a bright future and we couldn't be more excited to continue building alongside you all in this new capacity. In the coming weeks we'll be focused on prioritization and listening to your feedback so we can build the best product and platform for the next generation of builders and creators. If you have any questions, thoughts, or ideas, drop them in the replies in Rish's tweet below!
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Farcaster gets acquired by Neynar, after raising over $150M Decentralized social media infrastructure firm @neynarxyz is acquiring @farcaster_xyz. In 2024, Farcaster raised $150M backed by @paradigm, @a16zcrypto, @HaunVentures, @usv, @variantfund, @standardcrypto and others. "Over the next few weeks, weโ€™ll transfer ownership of the protocol contracts and code repositories, the Farcaster app, and Clanker to Neynar," @dwr, founder of Farcaster and co-developer of the Warpcast client. Previously, Farcaster shifted its development efforts to its wallet app, moving away from the social media service it became known for. Dan Romero said the social app failed to achieve a sustainable growth engine during Farcasterโ€™s 4.5-year run. ๐Ÿ”— farcaster.xyz/dwr/0x72aab3a5 #Farcaster #Neynar
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Weekly Market Overview โ€” January 17, 2026 Good afternoon crypto crew โ€” hereโ€™s how the week shaped up ๐Ÿš€ ๐Ÿ“Š Market Snapshot A mixed but energetic week across crypto, with select sectors clearly stealing the spotlight while Bitcoin keeps control of the broader trend. ๐Ÿ”ฅ Top Performing Categories (7D) ๐ŸŽฎ Play To Earn: 22.90% ๐ŸŸ๏ธ Sport: 20.00% ๐ŸŒ Metaverse: 15.36% ๐Ÿ•น๏ธ Gaming: 10.68% ๐Ÿš€ Launchpad: 8.86% These moves suggest capital is rotating into engagement-driven and narrative-heavy sectors, even as overall risk appetite stays cautious. ๐Ÿ“‰ Key Market Indicators ๐Ÿ˜จ Fear & Greed Index: 49 โ€” leaning Fear, not panic ๐ŸŸ  Altcoin Season Index: 24 / 100 โ€” Bitcoin still firmly in the driverโ€™s seat Translation: selective alt strength, but no broad altseason yet. ๐Ÿฆ Tier 2 Funds by Average Retail ROI Keeping an eye on where smart secondary capital has historically delivered value ๐Ÿ‘‡ #SlowVentures #JumpTrading #HongShan #RockawayX #DistributedGlobal #RyzeLabs #HackVC #CoinFund #StandardCrypto #SevenSevenSix #Accel #Variant ๐Ÿง  Big Picture Takeaway Momentum is concentrating in specific narratives rather than lifting the entire market. Until dominance meaningfully shifts, expect rotation > broad rallies, and continued focus on sectors with strong user engagement and real activity.
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Another amazing year @MBC_Conference 2025. This year I had the opportunity to participate on a much greater level and work with some incredible people, I: - Hosted and judged the Franklin Templeton Research Competition - Moderated a panel speaking about the entire past year in crypto - Brought out 8 students to represent @dalbcs ---------------------------------------------------------- First off, huge thanks to @Evanzsolomon for reaching out to me to run the competition. It was an amazing opportunity to work along side Christopher Jensen from Franklin Templeton to put it together. Thankfully Evan already had an insane panel of judges consisting of: Christopher Jensen from @FTDA_US @brezshares from @nolimithodl @aryonchain from @CMT_Digital @zackrosenblatt_ from @Collab_Currency @0xpampa from @artemis In total we received 70 submissions from 150 students across 40 universities. Out of them, we had 3 track winners and 1 overall champion. You can check out the winners here: x.com/college_xyz/status/199โ€ฆ ---------------------------------------------------------- As for the panel, I chatted with: @pchopra28 from @BainCapCrypto @nickjmatt from @standardcrypto @samiam2194 from @CMT_Digital We were tasked with macro outlook on 2025 and how we expected this year's events to affect 2026. As expected, our conversation was focused around stable coins, regulations, $HYPE, $PUMP, and more. ---------------------------------------------------------- Finally, this was my last year at MBC as a club president. Due to my upcoming graduation next spring I am passing off @dalbcs to the capable hands of @CDraper22448 and @Mitchellhaydar7. This conference was the perfect opportunity to build their own connections within the industry and to other clubs around the world. In addition to the incoming presidents we had @Maxhowe588, @rittuvik, @MatthewSullivn, @darren_deepak17, @ahmad7abdallah, and Abinav. Everyone either competed in the Research Competition or the Hackathon and put together high quality submissions. I'm incredibly proud of how well everyone performed at their first crypto conference. After this weekend, I'm confident that the club will be in good hands. ---------------------------------------------------------- All in all, this weekend wasn't just productive, it was so much fun. Once again massive thank you to the team that made it happen: @Evanzsolomon @redempshawne @EzvenG @reva_jariwala See you all next year!
Announcing the official winners of the @MBC_Conference 2025 Research Competition ๐ŸŽ‰ This yearโ€™s competition received 70 submissions from 150 students across 40 universities. All submissions are now live on the MBC website. Drumroll, pleaseโ€ฆ
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You're both right @werningfacundo @QwQiao: Visa and Mastercard have an incredible moat, but it's not impregnable, starting with the Pix/UPI examples: - UPI in particular took off with a unique combination of demonetization/Covid/government efforts/zero fees to accept. But at some point it became merchant-led: small merchants of any size *wanted* to accept UPI because of how easy it was to get started. I'll never forget the guy selling cucumbers on the side of the road in Goa who insisted "GPay only" (@GooglePayIndia uses UPI) in 2022. - But in places where Visa/MC are already dominant, accepting stablecoin payments isn't that exciting for merchants (I've asked many). Instant settlement and slightly cheaper fees aren't moving the needle for actually growing their business, which is the #1 thing they care about. - I also don't see how crypto cards help anyone outside the CT or crypto community. If you're trying to compete with retail cards like Chase Sapphire etc, that's an uphill battle because that entire space is run on incentives that merchants directly fund, and Chase/Amex etc are *very good*. - I don't believe stablecoins are going to "disappear" into an infra layer. The tech is too valuable for that, everyone deserves to benefit, not just have banks and card networks pad margins with lower costs. So if the Visa/MC duopoly is to shift, the current infra is the best chance possible crypto has: to bootstrap a network of merchants and customers to start transacting with stablecoins (@100y_eth pointed this out recently). This is what that looks like: 1. Start small, in a niche 2. Do whatever it takes to build the supply of merchants, offering onchain functionality that *they can't get elsewhere* that helps them grow their business 3. Get merchants to acquire their customer base because of the benefits it has to their own business 4. Repeat until you unlock a flywheel Step 2 entails leaning into tools and functionality only possible onchain, and the stablecoin payments are just a bonus. This will mean different things for different merchants: - Leveraging AppTokens or Solana Token Extensions (@nickjmatt @AlokVasudev @standardcrypto) - Offer them a direct relationship with their customer base, like creating a closed-loop payment network (@robbiepetersen_ @dragonfly_xyz) - Unique tools like purpose-bound money, or fast onchain credit for small business lending
Replying to @QwQiao
The endgame is direct stable payments to merchants from consumers and from consumers to consumers. Few want to do the hard-work of actually doing the outreach to merchants, plus if you do using open-systems the moat is low.
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Top of my list to sit in on ! cant wait for tomorrow!
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2:10 โ€“ 2:40 PM 2025: The Year Crypto Got Real Ft: @pchopra28 investor @BainCapCrypto @samiam2194 investor @CMT_Digital @nickjmatt investor @standardcrypto moderated by @AsharBelanger founder of @dalbcs
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Replying to @SmaugPool
Domain: "preview-node.world.dev.cardaโ€ฆ" Application Exception: 3.70.89.92:30002 DecoderFailure (BlockFetchHardForkBlock (': * ByronBlock (': * (ShelleyBlock (TPraos StandardCrypto) (ShelleyEra StandardCrypto)) (': * (ShelleyBlock (TPraos StandardCrypto) (AllegraEra StandardCrypto)) (': * (ShelleyBlock (TPraos StandardCrypto) (MaryEra StandardCrypto)) (': * (ShelleyBlock (TPraos StandardCrypto) (AlonzoEra StandardCrypto)) (': * (ShelleyBlock (Praos StandardCrypto) (BabbageEra StandardCrypto)) (': * (ShelleyBlock (Praos StandardCrypto) (ConwayEra StandardCrypto)) ('[] *))))))))) ServerAgency TokStreaming) (DeserialiseFailure 2560 "hash bytes wrong size, expected 28 but got 56")

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SynFutures V3 ๋Œ€์ถฉ ํ›‘์–ด๋ณด๊ธฐ @SynFuturesDefi 1. SynFutures V3 : ์ฐจ์„ธ๋Œ€ ํƒˆ์ค‘์•™ํ™” ํŒŒ์ƒ์ƒํ’ˆ ํ”„๋กœํ† ์ฝœ ํƒˆ์ค‘์•™ํ™” ํŒŒ์ƒ์ƒํ’ˆ ์‹œ์žฅ์€ DeFi ์ƒํƒœ๊ณ„์˜ ์„ฑ์ˆ™๋„๋ฅผ ๊ฐ€๋Š ํ•˜๋Š” ํ•ต์‹ฌ์ ์ธ ์ฒ™๋„์ด๋ฉฐ, ์‚ฌ์šฉ์ž์—๊ฒŒ ์ •๊ตํ•œ ๋ฆฌ์Šคํฌ ๊ด€๋ฆฌ์™€ ์ž๋ณธ ํšจ์œจ์„ฑ ๊ทน๋Œ€ํ™”์˜ ๊ธฐํšŒ๋ฅผ ์ œ๊ณต SynFutures๋Š” v1๊ณผ v2๋ฅผ ํ†ตํ•ด ๋ชจ๋“  ์ž์‚ฐ์„ ํ—ˆ๊ฐ€ ์—†์ด ์ƒ์žฅํ•˜๊ณ  ๊ฑฐ๋ž˜ํ•  ์ˆ˜ ์žˆ๋Š” ํ™˜๊ฒฝ์„ ๊ตฌ์ถ• v1์ด ์ž์‚ฐ์˜ ์ž์œ ๋กœ์šด ์ƒ์žฅ ๋ฐ ๊ฑฐ๋ž˜์˜ ๋ฌธ์„ ์—ด์—ˆ๊ณ  v2๊ฐ€ ์‚ฌ์šฉ์ž ๊ฒฝํ—˜์„ ๊ฐ„์†Œํ™”์— ์ง‘์ค‘ SynFutures v3๋Š” 'Oyster AMM'์ด๋ผ๋Š” ๋ชจ๋ธ์„ ํ†ตํ•ด ํƒˆ์ค‘์•™ ํŒŒ์ƒ์ƒํ’ˆ ์ƒํƒœ๊ณ„์˜ ํŒจ๋Ÿฌ๋‹ค์ž„์„ ์žฌ์ •์˜ ๋ฐฑ์„œ์™€ ๊ฐ™์ด, v3๋Š” ํŠธ๋ ˆ์ด๋”๋ถ€ํ„ฐ ๋งˆ์ผ“ ๋ฉ”์ด์ปค(MM) ๋ฐ ์œ ๋™์„ฑ ๊ณต๊ธ‰์ž(LP)๊นŒ์ง€ ๋” ๋„“์€ ์ฐธ์—ฌ์ž ํ’€์„ ํฌ์šฉํ•˜๋„๋ก ์„ค๊ณ„๋จ SynFutures v3 ํ•ต์‹ฌ์€ 'Oyster AMM (Automated Market Maker)' ์ด ๋ชจ๋ธ์€ ์ง‘์ค‘ํ™”๋œ ์œ ๋™์„ฑ(Concentrated Liquidity) ๋ชจ๋ธ์˜ ํšจ์œจ์„ฑ๊ณผ ์˜ค๋”๋ถ(Order Book) ๋ชจ๋ธ์˜ ์ •๋ฐ€ํ•œ ๊ฐ€๊ฒฉ ์ฑ…์ • ๋Šฅ๋ ฅ์„ ๋‹จ์ผ ์˜จ์ฒด์ธ ์‹œ์Šคํ…œ์— ์™„๋ฒฝํ•˜๊ฒŒ ๊ฒฐํ•ฉํ•œ AMM ๋ชจ๋ธ SynFutures v3๋Š” ์œ ๋™์„ฑ์„ ๊ทน๋Œ€ํ™”ํ•˜๊ณ , ๋ชจ๋“  ์‹œ์žฅ ์ฐธ์—ฌ์ž์—๊ฒŒ ์ตœ์ ํ™”๋œ ๊ฑฐ๋ž˜ ํ™˜๊ฒฝ์„ ์ œ๊ณตํ•˜์—ฌ ํŒŒ์ƒ์ƒํ’ˆ ์‹œ์žฅ์˜ ์ƒˆ๋กœ์šด ํ‘œ์ค€์„ ์ œ์‹œ ----------------------------------------- 2. Oyster AMM ํŠน์ง• ๊ธฐ์กด DeFi ํŒŒ์ƒ์ƒํ’ˆ ์‹œ์žฅ์˜ ๊ทผ๋ณธ์ ์ธ ๋ฌธ์ œ ์ฆ‰ '๋‹จ์ˆœ์„ฑ'๊ณผ 'ํšจ์œจ์„ฑ'์˜ ๊ด€๊ณ„๋ฅผ ํ•ด๊ฒฐํ•˜๊ธฐ ์œ„ํ•ด ์„ค๊ณ„๋จ -2.1. ๋‹จ์ˆœํ•จ๊ณผ ํšจ์œจ์„ฑ ๋ฌธ์ œ ๊ธฐ์กด AMM ๋ชจ๋ธ์€ ๋ˆ„๊ตฌ๋‚˜ ์‰ฝ๊ฒŒ ์œ ๋™์„ฑ์„ ๊ณต๊ธ‰ํ•˜๊ณ  ์‹œ์žฅ ์กฐ์„ฑ์— ์ฐธ์—ฌํ•  ์ˆ˜ ์žˆ๋„๋ก ํ•˜์—ฌ DeFi์˜ ์ ‘๊ทผ์„ฑ์„ ํ–ฅ์ƒ์‹œํ‚ด SynFutures ์—ญ์‹œ v1๊ณผ v2์˜ sAMM ๋ชจ๋ธ์—์„œ ๋‹จ์ผ ํ† ํฐ ์œ ๋™์„ฑ ๊ณต๊ธ‰์„ ํ†ตํ•ด ํŒŒ์ƒ์ƒํ’ˆ ์‹œ์žฅ์˜ ์ง„์ž… ์žฅ๋ฒฝ์„ ๋‚ฎ์ถ”๋Š” ๋ฐ ๊ธฐ์—ฌํ•จ ํ•˜์ง€๋งŒ ์ด๋Ÿฌํ•œ ๋‹จ์ˆœํ•จ์€ '์ž๋ณธ ํšจ์œจ์„ฑ'์˜ ์ €ํ•˜๋ฅผ ๋ถˆ๋Ÿฌ์˜ด sAMM๊ณผ ๊ฐ™์€ ์ „ํ†ต ๋ชจ๋ธ์€ ์œ ๋™์„ฑ์„ ์ „์ฒด ๊ฐ€๊ฒฉ ๋ฒ”์œ„์— ์–‡๊ฒŒ ๋ถ„์‚ฐ์‹œ์ผœ ์‹ค์ œ ๊ฑฐ๋ž˜๊ฐ€ ๋ฐœ์ƒํ•˜๋Š” ๊ฐ€๊ฒฉ๋Œ€์—์„œ๋Š” ์œ ๋™์„ฑ์ด ์–•์•„์ง€๊ณ , ์ด๋Š” ์Šฌ๋ฆฌํ”ผ์ง€(Slippage) ์ฆ๊ฐ€๋กœ ์ด์–ด์กŒ์Œ -2.2. Oyster AMM์˜ 4๊ฐ€์ง€ ํŠน์ง• 1. ๋‹จ์ผ ํ† ํฐ ๊ธฐ๋ฐ˜์˜ ์ง‘์ค‘ํ™”๋œ ์œ ๋™์„ฑ (Single-Token Concentrated Liquidity for Derivatives) ์œ ๋™์„ฑ ๊ณต๊ธ‰์ž(LP)๊ฐ€ ๋‹จ์ผ ํ† ํฐ๋งŒ์„ ์‚ฌ์šฉํ•˜์—ฌ ํŠน์ • ๊ฐ€๊ฒฉ ๋ฒ”์œ„ ๋‚ด์— ์œ ๋™์„ฑ์„ ์ง‘์ค‘์‹œํ‚ฌ ์ˆ˜ ์žˆ์Œ ์ด๋Š” ๋ถˆํ•„์š”ํ•œ ์ž์‚ฐ ํŽ˜์–ด(pair)๋ฅผ ๋ณด์œ ํ•  ํ•„์š” ์—†์ด ์›ํ•˜๋Š” ์ž์‚ฐ์œผ๋กœ๋งŒ ์œ ๋™์„ฑ ๊ณต๊ธ‰์ด ๊ฐ€๋Šฅํ•จ์„ ์˜๋ฏธ ์ด๋Š” v1๋ถ€ํ„ฐ ์ด์–ด์ ธ ์˜จ SynFutures์˜ ์žฅ์  ์—ฌ๊ธฐ์— ๋ ˆ๋ฒ„๋ฆฌ์ง€๋ฅผ ํ™œ์šฉํ•ด ์œ ๋™์„ฑ์„ ๊ณต๊ธ‰ํ•  ์ˆ˜ ์žˆ๋Š” ๊ธฐ๋Šฅ์„ ๋„์ž…ํ•˜์—ฌ LP๊ฐ€ ์ ์€ ์ฆ๊ฑฐ๊ธˆ์œผ๋กœ๋„ ๋†’์€ ์ž๋ณธ ํšจ์œจ์„ฑ์„ ๋‹ฌ์„ฑํ•  ์ˆ˜ ์žˆ๋„๋ก ์„ค๊ณ„๋จ 2. ์™„์ „ํ•œ ์˜จ์ฒด์ธ ์˜ค๋”๋ถ (Fully On-chain Order Book) ์„ฑ๋Šฅ๊ณผ ๋น„์šฉ ๋ฌธ์ œ๋กœ ์˜คํ”„์ฒด์ธ ๋˜๋Š” ํ•˜์ด๋ธŒ๋ฆฌ๋“œ ์˜ค๋”๋ถ์„ ์ฑ„ํƒํ•˜๋Š” ๊ฒƒ๊ณผ ๋‹ฌ๋ฆฌ, v3๋Š” ์™„์ „ํ•œ ์˜จ์ฒด์ธ ์˜ค๋”๋ถ ๋ชจ๋ธ์„ ์„ ํƒํ•จ ์ด๋Š” ๋ชจ๋“  ์ฃผ๋ฌธ์ด ๋ธ”๋ก์ฒด์ธ์— ์ง์ ‘ ๊ธฐ๋ก๋œ๋‹ค๋Š” ๊ฒƒ์„ ์˜๋ฏธ ์™„์ „ํ•œ ํˆฌ๋ช…์„ฑ, ๋ฌด์‹ ๋ขฐ์„ฑ(trustlessness), ๊ฒ€์—ด ์ €ํ•ญ์„ฑ์„ ๋ณด์žฅํ•˜๊ฒŒ ๋จ ์ž ์žฌ์ ์ธ '๋ฐฑ๋„์–ด'๋‚˜ ์˜จ-์˜คํ”„์ฒด์ธ ๊ฐ„ ๋ฐ์ดํ„ฐ ๋ถˆ์ผ์น˜ ์œ„ํ—˜์„ ์›์ฒœ์ฐจ๋‹จํ•˜์—ฌ ์‹œ์Šคํ…œ์˜ ๋ณด์•ˆ๊ณผ ์•ˆ์ •์„ฑ์„ ํฌ๊ฒŒ ํ–ฅ์ƒํ•˜๊ฒŒ ๋จ 3. ํ†ตํ•ฉ ์œ ๋™์„ฑ์„ ์œ„ํ•œ ๋‹จ์ผ ๋ชจ๋ธ (Single Model for Unified Liquidity) Oyster AMM์˜ ๊ฐ€์žฅ ํ˜์‹ ์ ์ธ ๋ถ€๋ถ„์€ ์ง‘์ค‘ํ™”๋œ ์œ ๋™์„ฑ๊ณผ ์˜ค๋”๋ถ์„ ํ•˜๋‚˜์˜ ํ†ตํ•ฉ๋œ ๋ชจ๋ธ๋กœ ๊ตฌํ˜„ํ–ˆ๋‹ค๋Š” ์  ํŠธ๋ ˆ์ด๋”์˜ ์ฃผ๋ฌธ์€ ์ง€์ •๊ฐ€ ์ฃผ๋ฌธ(limit order) ์œ ๋™์„ฑ๊ณผ ๋ฒ”์œ„ ์ง€์ • ์œ ๋™์„ฑ(concentrated liquidity)์„ ๋‹จ์ผ ํŠธ๋žœ์žญ์…˜ ๋‚ด์—์„œ ์™„๊ฒฐ์‹œํ‚ค๋Š” ๊ฒƒ ์ด๋Š” ๊ฑฐ๋ž˜ ์‹คํ–‰์„ ๋‘ ์‹œ์Šคํ…œ์œผ๋กœ ๋ถ„ํ• ํ•˜์—ฌ ๋ฐœ์ƒํ•˜๋Š” ๋น„ํšจ์œจ์„ฑ๊ณผ ๋ถˆ์•ˆ์ •์„ฑ์„ ์ œ๊ฑฐํ•˜๊ณ  ํšจ์œจ์ ์ธ ๊ฑฐ๋ž˜๊ฐ€ ๊ฐ€๋Šฅํ•˜๊ฒŒ ๋จ 4. ์‚ฌ์šฉ์ž ๋ณดํ˜ธ๋ฅผ ์œ„ํ•œ ์•ˆ์ •ํ™” ๋ฉ”์ปค๋‹ˆ์ฆ˜ (Stabilization Mechanism for User Protection) ๊ฐ€๊ฒฉ ์•ˆ์ •์„ฑ๊ณผ ์‚ฌ์šฉ์ž ์ž์‚ฐ ๋ณดํ˜ธ๋ฅผ ์œ„ํ•œ ๋ฆฌ์Šคํฌ ๊ด€๋ฆฌ ๋ฉ”์ปค๋‹ˆ์ฆ˜๋„ ๋‚ด์žฅํ•˜๊ณ  ์žˆ์Œ ์ฒซ์งธ, ๋‹ค์ด๋‚˜๋ฏน ํŽ˜๋„ํ‹ฐ ์ˆ˜์ˆ˜๋ฃŒ(Dynamic Penalty Fee) ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์ด ์‹œ์žฅ์˜ ๊ธฐ์ค€ ๊ฐ€๊ฒฉ(Mark Price)์—์„œ ํฌ๊ฒŒ ๋ฒ—์–ด๋‚  ๊ฒฝ์šฐ ํŽ˜๋„ํ‹ฐ๋ฅผ ๋ถ€๊ณผํ•˜์—ฌ ์˜๋„์ ์ธ ๊ฐ€๊ฒฉ ์กฐ์ž‘ ์‹œ๋„๋ฅผ ์–ต์ œ ๋‘˜์งธ, ์ง€์ˆ˜์ด๋™ํ‰๊ท (EMA) ๊ธฐ๋ฐ˜์˜ ๊ธฐ์ค€ ๊ฐ€๊ฒฉ ์•ˆ์ •ํ™” ๋ฉ”์ปค๋‹ˆ์ฆ˜์€ ์™ธ๋ถ€ ์˜ค๋ผํด๋กœ๋ถ€ํ„ฐ ๋ฐ›๋Š” ํ˜„๋ฌผ ๊ฐ€๊ฒฉ(Spot Price)์˜ ๊ธ‰๊ฒฉํ•œ ๋ณ€๋™์„ ์™„ํ™”ํ•˜์—ฌ ๋Œ€๊ทœ๋ชจ ๊ฐ•์ œ ์ฒญ์‚ฐ์„ ๋ฐฉ์ง€ํ•˜๊ณ  ์‹œ์žฅ ์•ˆ์ •์„ฑ์„ ์œ ์ง€ ----------------------------------------- 3. ๋ณด์•ˆ ๋ฐ ๋ฆฌ์Šคํฌ ํ‰๊ฐ€: Quantstamp ๊ฐ์‚ฌ ๋ณด๊ณ  DeFi ํ”„๋กœํ† ์ฝœ์€ ์‚ฌ์šฉ์ž์˜ ์ž์‚ฐ์„ ์•ˆ์ „ํ•˜๊ฒŒ ๋ณดํ˜ธํ•  ์ˆ˜ ์žˆ๋‹ค๋Š” ์‹ ๋ขฐ๊ฐ€ ํ•„์ˆ˜์ž„ ์ด๋Ÿฌํ•œ ์‹ ๋ขฐ๋ฅผ ์œ„ํ•ด ์ œ3์ž์˜ ๋ณด์•ˆ ๊ฐ์‚ฌ๋Š” ํ•„์ˆ˜ SynFutures v3๋Š” ์—…๊ณ„ ์ตœ๊ณ  ์ˆ˜์ค€์˜ ๋ณด์•ˆ ๊ฐ์‚ฌ ๊ธฐ์—…์ธ #Quantstamp ๋กœ๋ถ€ํ„ฐ ์ฝ”๋“œ ๊ฒ€์ฆ์„ ๋ฐ›์Œ 3.1. ๊ฐ์‚ฌ ๊ฐœ์š” ๋ฐ ์ „๋ฐ˜์ ์ธ ํ‰๊ฐ€ โ€ข ๊ฐ์‚ฌ ๊ธฐ๊ด€: @Quantstamp โ€ข ๊ฐ์‚ฌ ๊ธฐ๊ฐ„: 2023๋…„ 10์›” 13์ผ ~ 2023๋…„ 11์›” 15์ผ Quantstamp๋Š” SynFutures v3์˜ ์ฝ”๋“œ ํ’ˆ์งˆ์ด "๋งค์šฐ ๋†’์Œ(very high)" ์ˆ˜์ค€,์œผ๋กœ ํ…Œ์ŠคํŠธ ํ’ˆ์งˆ์€ ์ฃผ๋ชฉํ• ๋งŒ ํ•˜๋‹ค๊ณ  ํ‰๊ฐ€ํ•จ ์ด๋Š” ํ”„๋กœ์ ํŠธ์˜ ๊ธฐ์ˆ ์  ์™„์„ฑ๋„์™€ ์•ˆ์ •์„ฑ์— ๋Œ€ํ•œ ๊ฐ•๋ ฅํ•œ ๊ธ์ •์  ์‹ ํ˜ธ๋กœ ํ•ด์„ํ•  ์ˆ˜ ์žˆ์Œ ๊ทธ๋Ÿฌ๋‚˜ Quantstamp๋Š” ์†Œ๋งค ์‚ฌ์šฉ์ž๋ฅผ ํฌ์ƒ์‹œํ‚ค๋ฉด์„œ ์ •๊ตํ•œ ํ–‰์œ„์ž๋“ค์—๊ฒŒ ์˜๋„์น˜ ์•Š์€ ์ด์ ์„ ์ค„ ์ˆ˜ ์žˆ๋Š” SYN-1 ๋ฌธ์ œ๋ฅผ ํŠนํžˆ ์ฃผ๋ชฉํ•  ๋งŒํ•œ ์‚ฌ์•ˆ์œผ๋กœ ์ง€์ ํ•˜๋ฉฐ, ์ด๋Š” ํ”„๋กœํ† ์ฝœ์˜ ํ•ต์‹ฌ์ ์ธ ์„ค๊ณ„ ๋ฆฌ์Šคํฌ๋กœ ํ‰๊ฐ€ ๋จ โ€ข SYN-1 ("Order Filling Can Be Preempted by New Order Placement"): ๊ฐ์‚ฌ์—์„œ ๋ฐœ๊ฒฌ๋œ ์œ ์ผํ•œ '๋†’์€ ์‹ฌ๊ฐ๋„' ๋ฌธ์ œ๋กœ, ํŠน์ • ์‹œ๋‚˜๋ฆฌ์˜ค์—์„œ ์ •๊ตํ•œ ๊ฑฐ๋ž˜์ž๊ฐ€ ์ผ๋ฐ˜ ์‚ฌ์šฉ์ž์˜ ์ฃผ๋ฌธ ์ฒด๊ฒฐ์„ ์„ ์ ํ•˜์—ฌ ๋ฌด์œ„ํ—˜ ์ˆ˜์ต์„ ์ฐฝ์ถœํ•  ์ˆ˜ ์žˆ๋Š” ๊ฐ€๋Šฅ์„ฑ์ด ์กด์žฌํ•จ ์ด๋Š” MEV(Maximal Extractable Value) ๊ณต๊ฒฉ๊ณผ ์œ ์‚ฌํ•œ ํ˜•ํƒœ๋กœ, ์ฒด๊ฒฐ๋˜์ง€ ์•Š์€ ๊ธฐ์กด ์ฃผ๋ฌธ์„ ๊ฐ€๋กœ์ฑ„๋Š” ๋ฐฉ์‹์œผ๋กœ ์ž‘๋™ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ๊ฐ์‚ฌ๋ฅผ ํ†ตํ•ด ์ด 23๊ฐœ์˜ ๋ฐœ๊ฒฌ ์‚ฌํ•ญ์ด ๋ณด๊ณ ๋˜์—ˆ์œผ๋ฉฐ, ๋Œ€๋ถ€๋ถ„์€ SynFutures ํŒ€์— ์˜ํ•ด ์ˆ˜์ •(Fixed)๋˜๊ฑฐ๋‚˜ ์˜๋„๋œ ์„ค๊ณ„์ž„์„ ์ธ์ •(Acknowledged)ํ•˜๋Š” ๋ฐฉ์‹์œผ๋กœ ์กฐ์น˜๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ----------------------------------------- 4. ์ฃผ์š” ๊ธฐ๊ด€ ํˆฌ์ž์ž ์ตœ๊ทผ Series B ๋ผ์šด๋“œ๋ฅผ ์ฃผ๋„ํ•œ Pantera Capital ์ฐธ์—ฌ๋Š” SynFutures V3์˜ ๋น„์ „๊ณผ ๊ธฐ์ˆ ๋ ฅ์— ๋Œ€ํ•œ ๊ฐ•๋ ฅํ•œ ์‹œ์žฅ์˜ ์‹ ๋ขฐ๋ฅผ ์˜๋ฏธ ํŠนํžˆ Series B ๋ผ์šด๋“œ๊ฐ€ V3์˜ ํ•ต์‹ฌ ์•„ํ‚คํ…์ฒ˜์— ๋Œ€ํ•œ ๋ณด์•ˆ ๊ฐ์‚ฌ๊ฐ€ ์ง„ํ–‰๋˜๋˜ 2023๋…„ 10์›”์— ์ด๋ฃจ์–ด์ ธ ํˆฌ์ž์ž๋“ค์ด #OysterAMM ์˜ ๊ธฐ์ˆ ์ ์ธ ๋ถ€๋ถ„๊ณผ ์ž ์žฌ๋ ฅ์— ๋Œ€ํ•ด ๊ฐ•๋ ฅํ•œ ์‹ ๋ขฐ๋ฅผ ์˜๋ฏธ โ€ข #PanteraCapital โ€ข #HashKeyCapital โ€ข #PolychainCapital โ€ข #FrameworkVentures โ€ข #StandardCrypto โ€ข #DRAGONFLY 5. ๊ฒฐ๋ก : SynFutures์˜ ํ˜์‹ ๊ณผ ๊ณผ์ œ โ—ฆ ํ˜์‹ ์ ์ธ Oyster AMM ๋ชจ๋ธ: ์ง‘์ค‘ํ™”๋œ ์œ ๋™์„ฑ๊ณผ ์˜จ์ฒด์ธ ์˜ค๋”๋ถ์„ ๊ฒฐํ•ฉํ•˜์—ฌ ๊ธฐ์ˆ ์  ์ฐจ๋ณ„๊ณผ ์šฐ์œ„ โ—ฆ ๋†’์€ ์ž๋ณธ ํšจ์œจ์„ฑ: ๋‹จ์ผ ํ† ํฐ ์œ ๋™์„ฑ ๊ณต๊ธ‰๊ณผ ๋ ˆ๋ฒ„๋ฆฌ์ง€ ๊ธฐ๋Šฅ์„ ํ†ตํ•ด LP์™€ ํŠธ๋ ˆ์ด๋” ๋ชจ๋‘์—๊ฒŒ ๋†’์€ ์ž๋ณธ ํšจ์œจ์„ฑ ์ œ๊ณต โ—ฆ ๊ฐ•๋ ฅํ•œ ์‹œ์žฅ ์‹ ๋ขฐ: Pantera Capital๊ณผ ๊ฐ™์€ ์ตœ์ƒ์œ„ VC๋กœ๋ถ€ํ„ฐ์˜ ์ž๊ธˆ ์ง€์›์€ ํ”„๋กœ์ ํŠธ์˜ ๋†’์€ ์‹ ๋ขฐ๋ฅผ ์ฆ๋ช… โ€ข ์ž ์žฌ์  ๊ณผ์ œ โ—ฆ ์„ค๊ณ„์ƒ ๊ฐ์•ˆํ•ด์•ผํ•  ๋ฆฌ์Šคํฌ: MEV ๊ณต๊ฒฉ ๊ฐ€๋Šฅ์„ฑ, ์ค‘์•™ํ™”๋œ ๊ด€๋ฆฌ์ž ์—ญํ•  ๋“ฑ ํ”„๋กœํ† ์ฝœ์˜ ํšจ์œจ์„ฑ๊ณผ ๊ธฐ๋Šฅ์„ฑ์„ ์œ„ํ•ด ์ˆ˜์šฉํ•œ(Acknowledged) ๋ฆฌ์Šคํฌ๊ฐ€ ์กด์žฌ โ—ฆ ์˜คํ”„์ฒด์ธ ๋ด‡ ์˜์กด์„ฑ: ์ฃผ๋ฌธ ์ฒด๊ฒฐ, ์ฒญ์‚ฐ ๋“ฑ ํ”„๋กœํ† ์ฝœ์˜ ์™„์ „ํ•œ ๊ธฐ๋Šฅ์„ ์œ ์ง€ํ•˜๊ธฐ ์œ„ํ•ด ์˜คํ”„์ฒด์ธ ์ธํ”„๋ผ์— ์˜์กดํ•˜๊ณ  ์žˆ์Œ ์ด์— ๋Œ€ํ•œ ์•ˆ์ •์„ฑ ํ™•๋ณด๊ฐ€ ์ค‘์š” โ—ฆ ๊ธฐ์ˆ ์  ๋ณต์žก์„ฑ: Oyster AMM ๋ชจ๋ธ์€ ๊ธฐ์ˆ ์ ์œผ๋กœ ์ •๊ตํ•œ ์„ค๊ณ„๋ฅผ ๊ฐ€์ง€๊ณ  ์žˆ์Œ ์ผ๋ฐ˜ ์‚ฌ์šฉ์ž๋‚˜ ๊ฐœ๋ฐœ์ž๊ฐ€ ๋ฉ”์ปค๋‹ˆ์ฆ˜์„ ์ดํ•ดํ•˜๋Š” ๋ฐ ์–ด๋ ค์›€์ด ์กด์žฌํ•  ์ˆ˜ ์žˆ์Œ
6 Nov 2025
๐Ÿ“Œ FIRE-ANTERVIEW WITH ์‹ ํ“จ์ณ์Šค ์ด์‚ฌ์žฅ๋‹˜ ์‹ ํ“จ์ณ์Šค์˜ CMO Mark์™€ ์ธํ„ฐ๋ทฐ๋ฅผ ์ง„ํ–‰ํ–ˆ์Šต๋‹ˆ๋‹ค. ๋งˆํฌ๋Š” ํ•œ๊ตญ๊ณ„ ๋ฏธ๊ตญ์ธ์ด๋ผ์„œ ํ•œ๊ตญ๋ง์ด ํ†ตํ•ด์„œ ์•„์ฃผ ์ข‹์•˜๋Š”๋ฐ์š”, ์ตœ๊ทผ ์‹ ํ“จ์ณ์„œ๋Š” ์—…๋น„ํŠธ ์ƒ์žฅ ์ดํ›„ ๋น„์ฆˆ๋‹ˆ์Šค ํ™•์žฅ๊ณผ ํ•จ๊ป˜ ๋‹ค์–‘ํ•œ ์˜์—ญ์œผ๋กœ ์‚ฌ์—…์„ ์ „๊ฐœํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. [์‹ ํ“จ์ณ์Šค ๋ฐ‹์—…์ดˆ๋Œ€ ์ƒํ’ˆ๊ถŒ ์—์–ด๋“œ๋ž] ์ฐธ์—ฌ๋ฐฉ๋ฒ• 1. ์›๋ฌธ ํŠธ์œ„ํ„ฐ ๋ฆฌํŠธ์œ—, ์ข‹์•„์š”, ๋Œ“๊ธ€ 2. ๋ถˆ๊ฐœ๋ฏธ ์•ผํ•‘์ปค๋ฎค๋‹ˆํ‹ฐ ๊ฐ€์ž… (x.com/i/communities/19589290โ€ฆ) 3. ๊ตฌ๊ธ€ํผ ์ž‘์„ฑ : (forms.gle/T4U4tFVmfXcSKqX16) ๋ณด์ƒ - ์‹ ํ“จ์ณ์Šค ๋ฐ‹์—… ์ดˆ๋Œ€๊ถŒ x 10 - 1๋“ฑ 50๋งŒ์› / 1๋งŒ์›๊ถŒ x 50๋ช… ์ผ์ • : 11์›” 22์ผ๊นŒ์ง€ * ๋ฆฌํŠธ์œ— ์ธ์šฉ ํ•˜๋ฉด์„œ ๊ธ€์„ ์ž˜ ์จ์•ผ 1๋“ฑ์— ๋‹น์ฒจ๋˜๊ฒŒ์ฐŒ? @SynFuturesDefi @markjoonlee
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Iโ€™ve spent years collecting the best dashboards to actually understand whatโ€™s happening on-chain ๐Ÿง  Hereโ€™s my personal list โ€” from MEV to L2s to DeFi (and beyond). Tag your favourite if I missed one โ†“ (I'm currently collecting prediction market dashboards, โ€” follow to see them soon!) 1๏ธโƒฃ Ethereum MEV & Blockbuilding mevboost.pics (by @nero_eth) โ†’ visualizes builders, relays, and proposer stats in real time orderflow.barterswap.xyz (by @BarterDeFi) โ†’ live orderflow heatmap from BarterSwap, showing private market maker activity and liquidity routing dune.com/dataalways/private-โ€ฆ (by @dataalways) โ†’ Dune analytics on Private Mempool Usage by Transaction Type sandwiched.me/sandwiches (@0xGhostLogs)โ†’ scoreboard of sandwich attacks: sources, victim pools, and volume relayscan.io (@relayscan_io)โ†’ relay/builder performance, bids, and MEV-boost block analytics payload.de (@payload_de) block-builder value analytics: bids, validator payments, and MEV breakdowns 2โƒฃ Eth Roadmap evm.codes (@Dune) โ†’ interactive EVM opcode reference and gas behavior eip.tools (@apoorveth) โ†’ searchable EIPs with status and metadata censorship.pics (@nero_eth)โ†’ visualizes censorship risk and block inclusion anomalies etheralpha.org (@etheralphateam) โ†’ fees, blocks, gas, and chain-health charts bundlebear.com/erc4337-overvโ€ฆ (@0xKofi)โ†’ ERC-4337 adoption and smart-wallet bundle data ethburned.info (@dmihal)โ†’ live EIP-1559 burn and net issuance ultrasound.money (@ultrasoundmoney)โ†’ ETH supply, burn, and issuance dynamics forkcast.org (@EF_ESP)โ†’ calendar of upcoming forks and protocol events 3โƒฃ L2 / Rollup Analytics l2beat.com/scaling/summary (@l2beat )โ†’ compare L2s by security model, TVL, and design dune.com/0xRob/blobs (@rob_0x)โ†’ L2 โ€œblobโ€ usage and throughput metrics sequencer-value-capture-simuโ€ฆ (@curiousgurnoor) โ†’ simulate sequencer value capture scenarios l2fees.info (@CryptoStats_ )โ†’ live transaction and bridging fees across L2s growthepie.com/ethereum-ecosโ€ฆ (@growthepie_eth) โ†’ L2 economics, usage, and fee capture superchain.eco/chains (@SuperchainEco )โ†’ registry of rollups and EVM chains in the Superchain zkstats.io (@standardcrypto ) โ†’ throughput, bridges, and ecosystem growth for ZK rollups 4โƒฃ DeFi Analytics & Automation defiscan.info (@defiscan_info )โ†’ multichain DeFi flows, liquidity, and TVL changes gas.zip/sweeper (@gasdotzip )โ†’ tracks sweeper bots, frontruns, and gas patterns dashboards.gauntlet.xyz (@gauntlet_xyz )โ†’ risk/incentive dashboards for major protocols data.asxn.xyz/dashboard/hl-aโ€ฆ (@asxn_r )โ†’ HL auction and treasury/RWA flow analytics cryptofees.info (@CryptoStats_ )โ†’ leaderboard of protocol fee revenue allez.xyz/dashboards (@AllezLabs )โ†’ curated protocol KPIs, user activity, and token metrics community.chaoslabs.xyz (@chaoslabs )โ†’ unlocks, risk monitors, and governance-aware dashboards hookrank.io (@HookRank) โ†’ Uniswap v4 hook rankings and adoption analytics 5โƒฃ Stablecoins & RWAs visaonchainanalytics.com/traโ€ฆ (@Visa )โ†’ fiat-backed stablecoin flows across chains stablecoins.wtf (@Stablecoinswtf)โ†’ stablecoin supply, backing, and distribution stablecoins.asxn.xyz (@asxn_r )โ†’ stable-asset flows and protocol exposures (alt view) stable.fish (@stable_fish) โ†’ aggregate supply and mint/burn snapshots app.rwa.xyz (@RWA_xyz )โ†’ RWA protocol issuance, yields, and exposures 6โƒฃ Validators, Staking & Restaking explorer.rated.network โ†’ validator reliability, penetration, and performance dashboard.etherealize.com โ†’ validator and consensus-layer health dashboards solanacompass.com/tokenomics โ†’ Solana staking, inflation, and tokenomics restake.watch โ†’ EigenLayer/restaking adoption and operator metrics 7โƒฃ Cross-Chain Bridges & Liquidity Routing bridgewtf.com (@tumilet)โ†’ compare bridge routes, latency, and trust assumptions dune.com/liquorice_research/โ€ฆ (@LiquoriceHQ )โ†’ intents/cross-chain messaging activity and flows 8โƒฃ Miscellaneous vanity-eth.tk โ†’ generate custom ETH vanity addresses eth95.dev โ†’ minimalist explorer for contract/address insights impersonator.xyz โ†’ wallet impersonations manyzeros.xyz/10 โ†’ Vanity Addresses swiss-knife.xyz โ†’ all eth dev tools stateofthechain.com (@blockaid_ )โ†’ macro activity and TVL across chains dune.com/dyorcrypto/coinlistโ€ฆ โ†’ vc unlock and flow disco.l2beat.com/ui (@l2beat )โ†’ network interconnectivity explorer from L2Beat

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โœจ Introducing @farcaster_xyz ! โšก๏ธWhy you should look for it โฌ‡๏ธ โ€ข Total $180M Raised by Top VCs โ€ข Tier 1 โ†’ @paradigm @a16z โ€ข Tier 2 โ†’ @variantfund @usv @standardcrypto โ€ข Tier 3 โ†’ @HaunVentures โ€ข The Bridge from WEB2 โ†’ WEB3 โ€ข Supported by @coinbase & @base ๐Ÿ”— Sign up : farcaster.xyz/~/code/XGIAU1 โ†’ Sign up for free โšก๏ธNow how to engage there : โžค Use Farcaster daily : Post , reply, recast and follow creators โžค Try to use miniapps : Perform On-chain tasks like DeFi , games , NFT Mint etc. โžค Fund you @base and @solana wallet in the farcaster โžค Perform Swap and Bridge between different chain like Base โ†’ SOL etc. โžค You can follow me there : farcaster.xyz/isohel Thatโ€™s it for today ๐Ÿ™Œ Now you can gdango here for engagement with @dango and @billions_ntwk
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Whtepaper Reading Session [32-Part 1] on @m0's Stablecoin Infra Paper: ๐Ÿ“[Session Notes] (i) Platform for building custom stablecoins - multiple approved entities can mint $M token by locking Treasury bills in protected custody accounts (ii) Independent validators verify backing assets (like auditors), paid directly by minters through separate agreements (iii) Dual token system: $M (stablecoin) $ZERO (governance) (iv) Minters pay ongoing fees distributed to yield earners and $ZERO holders (v) All $M tokens are interchangeable - shared liquidity - EASY FOR developers build custom versions that can convert back to base $M (vi) Backed by more assets than stablecoins issued (prioritizes safety over using banking system like USDC does) (vii) Price maintained at $1 through trading opportunities - institutions hold reserves to profit from small price differences?? HOW? (viii) Live with: MetaMask, Noble, Usual Labs, Playtron; (ix) Economics involve PYUSD integration, Ethena partnership (12-20% growth), validator payment analysis; (x) Open to qualified entities becoming minters ๐Ÿ™‹โ€โ™€๏ธ[Questions from session] (1) Validator pay - confirmed privately, but what determines the going rate and the max minters would pay? (2) Why hold $M tokens - what's the trading profit potential? (3) What's a validator actually worth to the system? (4) Beyond T bills - what other backing assets allowed and how are they approved and valued (5) How to verify backing assets across multiple validators? (6) Why would someone mint through M0 vs. launching their own stablecoin? (7) Any other major customers other than Metamask? ๐Ÿ™Anyone from @m0, @LucaProsperi who can help answer will be helpful or @paraficapital @hack_vc @caladanxyz @distributedcapital @airtreevc @standardcrypto @mourocapital @RibbitCapital Paper Summary: docs.google.com/document/d/1โ€ฆ Full Paper: github.com/m0-foundation/docโ€ฆ Event: luma.com/ejzctk8n
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