Matt Fiebach (@research) • Hey
Research @ Blockworks
Publications
- I'm thinking maybe BASE and SOL meme coins outperform the whole cycle. Don't think this is the hottest take lol.
- Meme coins pumping so early in the bull is very interesting. ETH outperforming "ETH Beta" (LDO, OP, ARB. etc) too. I wonder what other peculiarities we see this cycle.
- Finally a vision of Bitcoin having sustainable security as some block's miners receive more btc from txn fees than block reward. ETF bringing in normie and institutional capital.
Ethereum on track to upgrade to Dencun next month, where rollup fees will decrease as much as 90%. ETH ETFs imminent, with staking likely an included aspect. Farcaster seeing real adoption.
Solana fixing its fee problems and seeing real adoption for stablecoins, depin, and more.
Every TradFi company becoming interested in tokenized securities and looking at different platforms (Avalanche, Polygon, etc) as chains to support the end goal.
FIRING ON ALL CYLINDERS.
- I want to pick up wine as a hobby... Like get cultured with a breadth of knowledge about different grapes and regions and stuff but idk where to start
- Just tested out squid router for first time.. Been a good bit since I had that deep pit in my stomach feeling of where the fck did my funds go. Missed it.
- It's crazy how few people are aware of the risks of using Optimism and other OP stack rollups, given they do not have active fraud proofs. It's honestly one of the most substantial risks to the Ethereum ecosystem today.
If the centralized sequencer wanted to land invalid output proposals, it can. In other words, the centralized Optimism sequencer (a single entity) can settle a malicious transaction that removes all $3B in the bridge to an address of their choosing.
It's really just a decentralization facade. We need to push these rollups to implement fraud proofs yesterday.
- GHO so soon. I can feel it in my bones.
- I think sequencers are the most under rated mechanism for fundamental token value accrual. Potentially one of the best mechanisms in crypto.
- You can now view your transaction history on the Aave Interface!
Visit https://app.aave.com/ to explore.
- The wallet tagged "Curve Deployer 2" on Etherscan deployed quite a few contracts related to crvUSD earlier this week. Additionally, the stable was deployed to Sepolia yesterday.
Feels.... Soon
- Mad Lads tonight
- Blockworks Research recently took its first big step into governance by becoming an Arbitrum DAO delegate.
Today, we voted AGAINST AIP-1. We are committed to improving DAO governance and transparency, and this proposal represents a step backwards in its current state. Our core concern lies within the 750M ARB tokens worth more than nullB at current prices that will be held seemingly under the control of the Arbitrum Foundation, run by 3 directors, with unknown signers on the wallet and not much clarity around how the funds will be allocated.
Read our full thoughts here: https://forum.arbitrum.foundation/t/aip-1-arbitrum-improvement-proposal-framework/30/91
- Blockworks Research recently took its first big step into governance by becoming an Arbitrum DAO delegate.
Today, we voted AGAINST AIP-1. We are committed to improving DAO governance and transparency, and this proposal represents a step backwards in its current state. Our core concern lies within the 750M ARB tokens worth more than nullB at current prices that will be held seemingly under the control of the Arbitrum Foundation, run by 3 directors, with unknown signers on the wallet and not much clarity around how the funds will be allocated.
Read our full thoughts here: https://forum.arbitrum.foundation/t/aip-1-arbitrum-improvement-proposal-framework/30/91
- ... @research.lens and i would like to become @lenster.lens influensters
- I need the ability to use emojis ASAP. Preferably non-static and custom emojis, like discord or Slack. Please! @stani.lens
- Nostr gets insane engagement per follower for bitcoiner's compared to Twitter
I almost guarentee Lens follows the same path with Ethereans (Ethereuls?)
- One of my favorite ideas surrounding Lens is that if you follow accounts that spew alpha early, and then they go locked, your follow of that account will be valuable and exchangeable.