必读 pdf https://teapaw.org/t.co/T6tjAb8fqc https://teapaw.org/t.co/6BsmDPOS5t
🦊.eth
Joined June 2021
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base58 （storm) | .hl retweeted
if you're concerned about DC buildout after the midterms and want compute in Asia, DM me 😇
base58 （storm) | .hl retweeted
Morpho Vaults V2, the new standard for noncustodial asset management aka "asset curation”, are now live in production!
Vaults V1 was the 0→1: it pioneered the asset curation model, creating an entirely new industry with $11B+ in deposits and 30+ active curators on Morpho generating $25M+ ARR.
Vaults V2 is the 1→100: after a year of work and 6 audits, we're releasing general, open-source, institutional-grade vaults.
This is by far the most ambitious protocol we've ever shipped, built to generate yield for every asset in the world and prepare Morpho for all its future evolutions.
The 1→100 moment for vaults is here.
Morpho Vaults V2 is a new open-source standard designed to power the future of asset curation.
Live now on @ethereum and soon onchain everywhere.
base58 （storm) | .hl retweeted
Both displayed (public) and hidden (private) liquidity play important roles in market structure.
Displayed liquidity allows prices to converge. When market makers compete, a reasonable matching engine will ensure that users get filled at similar, fair prices. Public information is then emitted through the public orderbook, trade list, or both.
Hidden liquidity can emerge in 2 ways:
1. A market for Widgets shows a bid at 100 and an offer at 101. Alice places a limit order to buy at 100.60 and immediately gets filled. There was hidden liquidity to sell at 100.60, but no publicly displayed limit order.
2. Bob asks for a quote to trade 100 Foos for Bars (RFQ). He can sell 100 Foos for $1000 and use that $1000 to buy 499 Bars on the open market. This implies an exchange rate of 4.99, post transaction fees. Instead, he receives a quote of 499.5 Bars for 100 Foos. Because there is no public Foo-Bar market, the market maker who filled his request put no capital at risk. However, the hidden liquidity for this asset pair allowed Bob to receive a more favorable exchange rate.
In a well-functioning market, public price information ensures that users get competitive prices on liquid, public trading pairs. The public signals then enable price improvement for hidden liquidity.
There is clearly a role for both; there's an open problem of which structures facilitate the most positive-sum activity while leaking the least amount of extractive value.
Abstractly, this reduces to a graph where the nodes are assets and the edges represent different asset markets. Global liquidity (displayed + hidden) is a measurement of how well-connected the graph is.
base58 （storm) | .hl retweeted
🎙 #TwitterSpace 话题：探索虚拟经济新纪元：Metahomo如何引领Web3元宇宙革命【METAHOMO 专场】
⏰ Space 时间：9月29日 晚上8:00（UTC+8）
点赞、引用转发此条推带上标签👇🏻👇🏻
#TipTag #DoubleFaced
明天晚上20.00来空间参加space即可获得空投奖励（奖励是根据在线时间哟）快来加入我们吧！
✅ 加入链接：
teapaw.org/i/spaces/1rmxPoD…
🚀 探索虚拟经济新纪元，@MetaHomo引领Web3元宇宙革命！🌐
base58 （storm) | .hl retweeted
Excited to invite folks in Singapore to a meetup we're hosting together with @zksync.
Great for builders and investors who want to learn more about the zkSync ecosystem!
We may not be able to fit everyone, but we'll do our best 🙏
(Link in next tweet.)
base58 （storm) | .hl retweeted
⚠️ Aptos Alpha
My action item this weekend.
farm @AmnisFinance, @merkle_trade , look out for @Mau_Token @redactedaptos dropping some stuff v soon...
base58 （storm) | .hl retweeted
ETH体验革命！？
观看广告，来代替支付 Gas。
那好，也请给一个不看的广告年费包，原来Web3革命，就是老大带头学习Web2产品经理和商业模式嘛。
base58 （storm) | .hl retweeted
⛓️ It’s official. ⛓️
The FLIP TGE will take place exactly 7 days from now at 12h00 UTC, on the 23rd of November, 2023.
This launch symbolises years of meticulous work. Exchange listing announcements to follow. Check out the announcement:
blog.chainflip.io/flip-token…
base58 （storm) | .hl retweeted
We just published our dashboard 📊
aevo.metabaseapp.com/public/…
You can also find a link to it on app.aevo.xyz => More => Dashboard
base58 （storm) | .hl retweeted
专为 DeFi 打造的预言机 @PythNetwork 将于 11月 20日上线 OKX等多个中心化交易所。
$PYTH 空投将于北京时间 11 月 20 日 22 点开放领取，有效期至 2024 年 2 月 18 日。
Pyth有哪些优势？新的喂价模型有何特点？详细的经济模型如何？
推荐关注Pyth专栏，这里有你需要的所有内容👇
techflowpost.com/column/deta…
base58 （storm) | .hl retweeted
更新/参加今晚参加万物岛讨论会议。我整理一下我在比特币生态发展讨论会上的一点体会。我认为这个对话是高质量的。强烈推荐各位去听听。感谢陈剑邀请，感谢大山老师和洪蜀宁老师的贡献，也让今晚的对话，心潮澎湃。比很多推特Space内容好多了。
1）从比特币网络到比特币生态，其实是连续的升级过程。
其中的两次软分叉（升级）是很重要的里程碑，很多人忽略之，要研究比特币生态资产和应用的发展，必要的补课是需要的。简而言之，如果没有之前在2017年SegWit和2012年的Taproot升级，很可能就不会有Ordinals协议、派生出来的BRC20、以及后面的各种XRC20s。
2）一定要知道，在 SegWit 升级之前，比特币容量上限是 1 MB，而 SegWit 之后，比特币交易的容量上限达到了 4 MB。否则，我们后来的铭文无法有那么足够空间可以用。
3）与 SegWit 升级类似，Taproot 升级同样是一种软分叉，可以说是比特币2.0了。它并不会改变比特币协议本身，而是对现有的比特币交易机制进行改进。
该升级主要包含 3 个概念 ： P2SH、MAST 和 Schnorr 。其结果是让复杂的交易如多签名交易、时间锁交易看起来如同普通的比特币交易，增强了比特币的隐私性。目的是推动了比特币实现智能合约部署、拓展用例等各种场景升级。
4）闪电网络是实现扩容同时建立共识的关键路径。闪电网络是有一定的正统性的。
没有基于链下的LN（闪电网络），就没有可扩展能力的解决方案，有了LN，在交易处理能力上绝对不会属于以太坊目前的Layer2。
5）水滴资本的大山说。要是对UTXO、PSPT、MAST 和 Schnorr 签名等一点概念没有，等于对比特币网络基础一无所知。
5) RGB 协议有一个近期的新版本v0.10。如果要解决比特币生态上的图灵完备，应该看看。
其背后核心思想，是通过客户端验证将资产发行、所有权和状态更新与比特币的UTXO 模型相结合，而不是像BRC-20 那样依赖比特币网络的全节点。
RGB 智能合约的基本构成：RGB 智能合约由 Genesis（创世）、State（状态）和 Transitions（转换）三部分组成。
Genesis 定义了合约基本属性和规则，State 是合约当前状态，Transitions 则是状态之间转换。RGB 引入了一种新的智能合约模型，这种模型更加灵活和强大，可以支持各种复杂的应用场景。
6）比特币网络生态的下一步，资产协议+闪电网络+RRB，可能是下一步的一种理想组合。
base58 （storm) | .hl retweeted
Fresh air above for $ORDI
Probably the best price discovery chart for Binance coin out there
Congrats for outlasting the PvP era and welcome to the PvE era
base58 （storm) | .hl retweeted
Mega-thread on projects in the Solana ecosystem 🚀
Solana is gaining momentum with developments like the Firedancer upgrade, growing institutional adoption, state compression tech, isolated fee markets, protocols launching tokens, and many more.
Let's dive in, manlets.
