Lazzarenne (@lazzarenne) • Hey
Nuclear Engineer | Ex Bain & Co | Angel investor | Decentralized Degen
https://twitter.com/EnneZeta
Genesis investor in Polygon, Near, Solana, Avalanche,
Publications
- FHE is definitely an important trend in crypto. It basically enables arbitrary computation over encrypted data. Real applications: private DeFi, onchain gaming, cross-chain key management, private smart contract.
Look at Zama, Inco, Fhenix
https://multicoin.capital/2024/03/07/the-holy-grail-of-cryptography/
- Amidst market fluctuations, revisiting one of Pantera Capital's @dan_pantera graphs is enlightening. 40% of inflows peak at really high prices, emphasizing the role of emotions and sociology in investments. With ETFs in play, this trend likely amplifies.
- After two years of building decentralized social with Lens, we are excited to announce that Lens is now permissionless and open for everyone to join!
- - Supermassive black hole for $ETH supply
- New narrative for $ETH
- Eigen layer mainnet and boostrap phase is coming soon
- Restaking summer
- DA layers has a new dominant player
- You are not bullish enough on $ETH
https://www.theblock.co/post/278575/andreessen-horowitz-invests-100-million-in-restaking-project-eigenlayer-bloomberg?utm_source=twitter&utm_medium=social
- Mint Base L3s → Powered by Conduit
https://zora.co/collect/base:0xc871de363cf7401c53cdad42242df03b5805e0f8/1?referrer=0x0161d1Cc10116bb2a073A0c293d5E4F1a97A00b6
- app.ethena.fi/join/bhvxy
- Our personal data fuels powerful AI models, yet it's not ours, and the models aren't either. A shift is underway where you don't just like, you mint and own a piece. The future beckons a new era of data ownership and empowerment. Enter Web3. 🤯🤯🤯🤯
https://avc.xyz/minting-is-the-native-business-model-for-web3-and-maybe-ai-too
- 10 Breakthrough Technologies 2024 | MIT Technology Review
Number 9: Twitter killers
@lens/stani @lens/hey @lens/lens @lens/wagmi
https://www.technologyreview.com/2024/01/08/1085094/10-breakthrough-technologies-2024/amp/
- History
https://www.youtube.com/watch?v=1tdxPzQt4ZI&t=2s
Proof of Stake @ Cryptoeconomic in 2015
Vitalik Buterin
Vlad Zamfir
Dominic Williams
Jae Kwon
Zack Hess
- So, I have read lot of report of 2024 trend to watch: DePin, Modularity, Gaming, RWA, Social, Solana, Derivatives, Restaking, Inscription..... Everyone is looking at the same things. Some contrarian bets and 0-1 projects?
- Can't wait to switch to full time Crypto!
- Arbitrum Analyis and L2 landscarpe
Must read report!
Keys data:
- Top gas fees from apps are mainly infra, MEV bots, bridges, DeFi & stable for $ARB $OP
- on $BASE and $POL there are lot of activities from oracle, social, gaming
https://tokenterminal.com/resources/crypto-research/arbitrum#abstract
$ARB: $14.8m in gas fees from the top 10 projects
$POL: $12.2mm in gas frees from the top 10 projects
$OP Mainnet: $11.9m in gas fees from the top 10 projects
$BASE: $3.6m in gas fees from the top 10 projects (annualized to $14.4m)
$AVA: $5.3m in gas frees from the top 10 project
Addressable market:
If $ETH will reach a market cap of $2T in the next cycle, If the L2s combine to capture 10 - 20% of Etheruem’s market value. This would put the potential valuation of the L2s at $200 - $400 billion. The vast majority would accrue to a few general-purpose L2s.
Notes:
- It is possible that L2 margins (now 28% take rate) will drop in the coming years.
- It is likely that most transactions move to L2, but the value will stay on L1 (for security assurances).
- So far the market is valuing settlement over execution.- Will the same power laws we’ve seen with L1s, DeFi, NFT markets, etc. apply to L2s? We haven’t seen any indicators to the contrary.
- How does value accrue to the token? The utility of ETH is clear as are its token economics. The same cannot be said for L2 tokens today.
Why now
- EIP4844: upgrade scheduled to take place in Q4 will reduce fees on L2s by an order of magnitude.
- Given the strong fundamentals yet smaller market cap of L2s, it’s possible that L2s outperform in the next cycle.
- The Bitcoin halving is in April of ‘24
Risks
- Technical risk.
- Value capture risk. It’s unclear how value will be accrue to token holders
- Competition. L2s are complements and could potentially be commoditized.
- Centralization.
- Tied to Ethereum’s success.
- Amidst abundant, cost-effective blockspace, will the application layer be flooded with innovative ideas, saturating the blocks? Anticipating a surge of apps in the upcoming years, will capital shift from infrastructure to application development?
- did:3:kjzl6cwe1jw148cjgcoc2ch8ill814enoj2vq4vkcmiyubum3yo5t7bfruukaap
- Some interesting things to follow?
-Hooks on top of Uniswap
-Infra for a rollup, multi-chain
-Shared sequencers
-Onchain games
-Social apps
-Prediction markets
-Stablecoin payments/fintech
-Onchain treasuries
-ZKP apps
https://twitter.com/matthuang/status/1683868434323345416
- Many saw this trend inevitable already 3 years ago. Let's see who is gonna be next.
Every day i am more and more bullish for $Ethereum.
- @theklineventure - @MihailoBjelic "There are 3 ZK teams working together (PolygonZero, PolygonMiden, PolygonDeFi..), there are clients implementations, there's so much happening and people have been asking - what's the purpose of the token in this new paradigm? I think I'm very excited about finally communicating how these things will come together, working with community in formalizing these stuff and making them happen. I think that's definitely going to be very exciting this year." Lot of people are farming airdrop of new L2s and are underestimating a team that shipped and delivered a concrete vision, build a SDK of different scaling solutions, both EVM compatible and not, and has understood the importance of BD in crypto!
Bullish of new #Tokenomics @0xpolygon.lens @sandeepnaiwal.lens @jdkanani.lens https://youtu.be/fRCcCWMFDo8
-
Renewables account for nearly half of total energy production and are the fastest growing source of power. Globally, renewable energy now accounts for more than 25% of all electricity consumed.
#lensgpt #gelatonetwork
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In 2018, renewable energy accounted for nearly 18% of the total global energy consumption. Additionally, nuclear power provided 11%, while non-renewable sources like coal and natural gas contributed 72%.
#lensgpt #gelatonetwork
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The world consumed over 575 exajoules of energy in 2018. Renewables now account for 20% of the global total, up from 10% a decade ago. 58% came from fossil fuels (37%, oil; 28%, coal and gas). Nuclear accounted for 4%.
#lensgpt #gelatonetwork
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The world's primary energy usage comes from fossil fuels, accounting for 82% of total global energy consumption. Renewable sources provide 18%, with hydropower leading all other renewables at 6%.
#lensgpt #gelatonetwork
- HOW TO PREPARE FOR EIGENLAYER TESTNET ⚡️
This could be one of the next big trends.
Eigenlayer: A protocol on Ethereum to "re-stake" your ETH.
How does it work and is there a potential big airdrop?
🧵👇
1/7
What is EigenLayer?
EigenLayer enables ETH stakers to restake their ETH or LSD (stETH, rETH) to secure other apps on the network, earning additional rewards.
Users opt-in Eigen's smart contracts and stake to earn interest on top of the existing ETH POS interest.
2/7
How does EigenLayer work?
You can refer to my thread from January to learn more about the technical aspects, if you wanted to:
https://twitter.com/OlimpioCrypto/status/1610013658125328384
3/7
Status of EigenLayer
The initial phase of the three-stage launch plan for EigenLayer's protocol, the Stage 1 Testnet, was unveiled by the company on the 6th of April, 2023.
This testnet is not incentivized. But you can try it now! 👀
4/7
STEPS TO START: (this is in Goerli Testnet)
1. Get Goerli ETH on faucetlink.to/goerli or faucet.paradigm.xyz
2. Switch your wallet RPC to the Goerli Test Network
3. Send some Goerli Test ETH to this address 0x1643E812aE58766192Cf7D2Cf9567dF2C37e9B7F to get stETH
5/7
STEPS CONTINUED:
4. Visit goerli.eigenlayer.xyz and connect your wallet
5. Click the “Lido Staked Ether (stETH)” option
6. Enter the amount you want to deposit and stake the stETH you just received
6/7
7. Approve and confirm the transaction
8. See your balance on the dashboard.
7/7
POSSIBLE AIRDROP?
• Not likely, for now.
• They have not confirmed any airdrop.
• Testnet is not incentivized.
However, it usually is a good idea to be an early adopter in the crypto space. It might pay off! 🪂
Moreover, this is a testnet, so no capital is needed.
⚡️
- Allow us to reintroduce ourselves...meet the native hyperscaling solution for Lens, Momoka! Momoka is an Optimistic L3 scaling solution, that will process transactions at hyperscale, and is designed to support the next generation of web3 social users.
Data availability layers are utilized to prevent storing information on-chain. While content on Lens may include an on-chain transaction, the content data is linked to a data availability location, like Momoka.
Momoka serves as a scaling solution that processes Polygon transactions off-chain, achieving hyperscale and reducing costs. Unlike L2 solutions, Momoka doesn't compress transactions into L1, it sends and stores them on a data availability layer.
The main challenge for decentralized social networks is to ensure that users have control over their content, while still being just as user-friendly as traditional social networks. Momoka makes the future of decentralized social possible.
We've worked relentlessly with the @bundlr-network.lens and Arweave teams to ensure scalability by providing Data Availability (DA) guarantees, allowing the use of Ethereum Virtual Machine (EVM)-supported wallets to save DA logic and facilitating the rapid publishing of data.
Permissionless innovation is at the core of everything we do on Lens. As we approach one year on mainnet (still in beta), we have been blown away by the talent and passion in our dev community but we realize in order to scale to the masses, we need to build new solutions.
Since yesterday, Momoka is already being beta tested on Lenster, Lenstube, Orb, Buttrfly and Phaver.
We look forward to seeing more applications roll out Momoka.
To make it easier to find any transaction made with Momoka, we built the Momoka Explorer (http://momoka.lens.xyz) to track and find Momoka transactions and to monitor the throughput speed of Momoka.
Join our Spaces today at 15:30pm UTC to hear from @stani.lens, @wagmi.lens, @nader.lens, and special guests from Bundlr and Arweave: https://twitter.com/i/spaces/1nAKEryXyDYGL/peek
- I just voted "Yes" on "[AIP-01] Add stETH as Collateral to AQ1" https://gov.aliquo.xyz/#/aliquo.eth/proposal/0x64f5945a34081ca0bd57f1cedbc1385e3f77e421cc8a2525a262c805d7a516f2 #snapshotlabs
- Introducing Bonsai, an Optimistic L3 scaling solution, that will process transactions at hyper-scale, and is designed to support the next generation of web3 social users.
Available for Lens devs in closed beta today.
Data availability layers are utilized to prevent storing information on-chain. While content on Lens may include an on-chain transaction, the content data is linked to a data availability location, like Bonsai.
Bonsai serves as a scaling solution that processes Polygon transactions off-chain, achieving hyperscale and reducing costs. Unlike L2 solutions, Bonsai doesn't compress transactions into L1, it sends and stores them on a data availability layer.
The main challenge for decentralized social networks is to ensure that users have control over their content, while still being just as user-friendly as traditional social networks.
Bonsai makes the future of decentralized social possible.
We've worked relentlessly with the @bundlr-network.lens work and Arweave teams to ensure scalability by providing Data Availability (DA) guarantees, allowing the use of Ethereum Virtual Machine (EVM)-supported wallets to save DA logic and facilitating the rapid publishing of data.
Permissionless innovation is at the core of everything we do on Lens. As we approach one year on mainnet (still in beta), we have been blown away by the talent and passion in our dev community but we realize in order to scale to the masses, we need to build new solutions.
Bonsai is currently only being beta tested on @lensterxyz.
We look forward to seeing more applications roll out Bonsai.
Dive into the dev docs here: https://docs.lens.xyz/docs/data-availability-post
Explore: bonsai.lens.xyz
Read our latest blog here: https://mirror.xyz/lensprotocol.eth/3Hcl0dGE8AOYmnFolzqO6hJuueDHdsaCs3ols2ruc9E
- GM
- I just voted "yes" on "Proposal to Approve Stargate Deployment to BASE, zkSync, Polygon zkEVM and ConsenSys zkEVM" https://snapshot.org/#/stgdao.eth/proposal/0xb850477539d006f12feb53c1ef7d1ebc967cb5424a39dd6c6b2da3c57af05695 #snapshotlabs
- Fine-tuning GPT from Scratch in 15 Minutes with JavaScript
286 views Mar 24, 2023
In this video you'll learn how to build an application that fine-tunes GPT with custom data, from scratch, in less than 15 minutes.
🔗 Codebase - https://github.com/dabit3/gpt-fine-tu...
🔗 Blog Post - https://nader.substack.com/p/supercha...
We'll start by creating a new project and installing the dependencies.
We'll then walk through creating each interaction from modeling the data, to uploading it to OpenAI, and testing it out.
By the end of the video you should be able to build out your own custom models.
0:00 - Introduction
1:16 - Project setup
6:10 - Creating training data
7:22 - Creating local API interface
8:25 - Uploading training data
9:30 - Creating the fine tune with the training data
10:55 - Fetching and listing the fine tunes
11:40 - Testing it out
- Reveal - 2023 to 99 | Drops Today | Available as NFT
#2023 to 99 is a single to bridge the two generations of #HipHop fans. To those that idolise #Tupac, #Biggie, #Nas and for the younger generation whose idols are the likes of #Drake, #Kendrick and #JCole - the single captures clever wordplay & flows with topics that relate to the current generation of Hip-Hop fans. Performed by REVEAL and executive produced by MakintsMind.
⬇️⬇️⬇️
https://hq.decent.xyz/1/Editions/0x344c76cddaF8e51Ab47db66feD183C0582f15B82
#ukrap #london #ukrappers #ukhiphop #web30 #musicnfts #web3education #musicbiz #ukmusicians #independentmusicians #ukhiphopmusic #ukhiphop #ukhiphopnews #web3music #musicblockchain #nftmusic #decentxyz #soundxyz #web30 #hiphopheads #web3community #musicnftcollectors #musicnftcommunity
- I just reminted Fidenza #1 on @homage_xyz!
https://www.homage.xyz/nft/1/0xa7d8d9ef8D8Ce8992Df33D8b8CF4Aebabd5bD270/78000001
- I just voted "Support Crypto" on "We want to innovate in America" https://snapshot.org/#/crypto435.eth/proposal/0xf9628ebee2878f5667aa018537eda2266c085d58772bd6ee562899189657c07e #snapshotlabs
- ARBITRUM AIRDROP IS LIVE 🔵 🪂
Finally, ARB claim site started to work a few minutes ago.
Thread: how to claim and delegate right now! 🧙♂️ 🏛️
▓▓▓▓▓▓ 100%
To claim:
1. Go to Arbitrum's website: 🔗 http://arbitrum.foundation
2. Click on "Claim" and follow the steps
3. Delegate to olimpio.eth 🏛️
4. ✅
If you believe I am the right fit. My principles are decentralization, self-custody, privacy
For months, I recommended everyone to delegate their $OP tokens.
Then, Optimism did their Airdrop #2, and one eligibility criteria was to be active in governance (a.k.a. delegating)
Do with this as you may 👀
💡 ICYMI: delegating is enabling your voting power to a delegate
Here is my delegate application and some thoughts of DeFi, blockchain, and governance:
🏛️ https://forum.arbitrum.foundation/t/delegate-application-template/31/230?u=olimpio
Where to trade ARB?
• Use DexScreener/GeckoTerminal to monitor blockchains for pools.
1. Take $ARB's token contract: 0x912ce59144191c1204e64559fe8253a0e49e6548
2. Paste in on http://dexscreener.com / http://geckoterminal.com
3. You will see a pool list where ARB is trading!
Also, centralized exchanges CEXs are listing $ARB.
Almost all of them confirmed listing.
• Binance: today 17:00 (UTC)
• OKX: today (UTC) - 20 mins after claim opens
• Kucoin: today (UTC) - immediately on claim open
• Coinbase: "if and when liquidity conditions are met" 🤡
Transactions not going through?
• If you are having problems with your transactions going through, Arbitrum RPC nodes could be having server load issues.
Here is a thread I made to create your custom RPC endpoint for free and in 5 minutes: https://twitter.com/OlimpioCrypto/status/1638665520940560384
ARB had a rocky launch, with their main website failing for more than 1 hour, and Arbiscan also going down.
The team denies it's from a DDoS or similar attack, they say it's just server load.
If you are still experiencing issues, retry, it works intermittently.
⚡️
- I just voted on "GIP-45: "Templatize legal agreements for deals"" https://snapshot.org/#/goldfinch.eth/proposal/0x8185641c918739441fe3185459f6902c76a514ff071d32e09b4780421896b2da #snapshotlabs
- Looking for a code for Uniswap mobile wallet TestFlight👀 anyone?
- I just voted on "Aliquo DAO Init" https://gov.aliquo.xyz/#/aliquo.eth/proposal/0xcef380ebf5cdb86ce1601e4670c6e3b4bc19845223d67b753cab1ec4a513b618 #snapshotlabs
- "We ended the process with a very different thesis: that there would be many L2s that would have significant activity, serve as “hubs” for different ecosystems, and gradually increase their interoperability until they formed a “mesh” or “superchain” that jointly scaled Ethereum."
- I just voted "Yes – Approve budget" on "FWB Q1 2023 Operating Budget" https://snapshot.org/#/friendswithbenefits.eth/proposal/0xde7fb8fe657bf986b0d9377b8c8373e3166e8742b5bcbbb7dae31dd82182cd48 #snapshotlabs
- Check your lens score at https://profile.lenskit.xyz/
- Any thoughts about Aliquo? https://twitter.com/aliquoxyz
- https://profile.lenskit.xyz/lazzarenne not so much
- Ok, so I need 700 followers to be part of https://lenster.xyz/u/korudao 🙂
- Why is it so important that we have control over our data, and how can KoruDAO answer the complicated question of who gets to decide what’s acceptable and what isn’t?
Read our manifesto to find out, and follow us here and on Twitter for more updates 👀
- quest.philand.xyz/campaig… working on this! #Yasai
- So just discovered that lens profile crossed 110.000 on Polygon and I was the 166th as early bloomer supporter! Impressive growth in just few months
- I just voted "Yes" on "STG Reissue" https://snapshot.org/#/stgdao.eth/proposal/0x26a68e276ab63195580c5100423c5db7177c9a0f15c74e5d8393812332b28836 #snapshotlabs
- Did you mint your Dimo Vehicle ID?
https://rarible.com/token/polygon/0xba5738a18d83d41847dffbdc6101d37c69c9b0cf:433?tab=overview
- Proud member of Sonar since the beginning https://rarible.com/token/0x4ba9e93337235a5a3e85abb77a7ef2898cff0608:3233?tab=overview
- Hullo! Vitalik here.
Proof it's me:
https://vitalik.ca/files/misc_files/socials.txt
- Pro and Cons between Lens and Farcaster?
Social war is beginning.
- Alameda entering in the game