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My takes on EigenLayer stakedrop: - When it comes to phases 1 & 2, it's not a rug. All the farmers before 3/15 will be treated equally. - If the cliff period for VCs includes a non-transferrable period, it's a rug. - 15% of airdrop is pretty high - 55% for team & VCs is too high…
This is one of the most ELI5 articles on ZK proving schemes. Highly recommend to read. Thanks for the wonderful article @LuozhuZhang luozhu.mirror.xyz/20sq2psnGOlEtI…
Here are my high-level takeways First off - this is not your average "useless governance token" and it shouldn't be. EL is a new incentive layer on top of the largest & most robust layer-1 PoS chain in existence, and the token plays a key role in disputing "inter-subjective…
Here are my high-level takeways First off - this is not your average "useless governance token" and it shouldn't be. EL is a new incentive layer on top of the largest & most robust layer-1 PoS chain in existence, and the token plays a key role in disputing "inter-subjective… https://t.co/mXoJKp0Gof
Expectation matters. I recommend you guys to read Same as Ever by Morgan Housel
✨ Excited to share another week of news & discourse from the modular blockchain ecosystem. - Blobspace Derivatives 📈 - @Calderaxyz's big week: ApeChain & Treasure Chain confirmed 🦍 - Confidentiality as a Service @Hyperlane_xyz - & more! Highlighted topics & full post 🧵👇
How many $EIGEN did you guys get per point? It seems to vary.
PolyGoons, The AggLayer cannot be categorised as an L1 or L2, it’s a “MetaLayer”. IMO there two big MetaLayers coming up on Ethereum, which can’t be categorised as L1 or L2 1. EigenLayer 2. AggLayer Many more brewing up like @alignedlayer @nebrazkp and so on. All these…
AVSs are the kind of money-making machines for VCs. It's a super easy game—all they need to figure out are partnerships with LRT providers, since VC Funds are also invested in a couple of LRTs. Getting that deal is easy for them. On the AVS side: If you're building something…
Nathan | Factomind @NathanYJLee
40K Followers 899 Following Exodus from TradiFi for Web3 dream | Ex-Wall street trader @Citi NY | ex-Senior Portfolio Manager @hashed_official | Now CSO @factomind | All opinion is my own
고로치 @ryogan86
20K Followers 2K Following 삿갓단, 블로거, 코인러, 온체인/ 마켓 데이터 분석가. 24년은 솔라나, AI 섹터에 집중합니다. 트윗 글은 시간이 지나면 휘발 되어서, 제 페이지를 만들었습니다. 제발 DYOR. NFA.
CoinLupin 코인루�.. @bitcoin_lupin
19K Followers 1K Following All-Round investor / @cryptoquant_com CQ Author / For leisurely and slow investment life🤫 / 시장&차트&온체인분석 / 前자산운용팀 들러리 / 現화장실의 현인
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Subin An | Hashed @subinium
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MORBID-19 | DeSpread .. @JuhyukB
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realkrypto @realkrypto_eth
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10K Followers 3K Following 10년간의 인수 금융 커리어를 바탕으로 디파이에서 더 큰 꿈을 향해 달려가는 '디파이 농부 조선생' 입니다. @0xundefined_ Prev. @AlpacaFinance
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17K Followers 834 Following Sanghyuk Jaden Park | Reporter at Digital Asset | Ex-CoinDesk Korea Reporter | [email protected]
Steve : : FP @Steve_4P
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조재우(Jaewoo Cho).. @clayop
32K Followers 235 Following Urban Planner and Blockchainist Assistant Professor, Hansung University Hansung On-chain Data Lab (HODL) PGP: 5C72 88E0 812B 3872 618B 안전하고 친절한 블록체인 안내서 👇
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8K Followers 2K Following #Cryptoquant Author #Onchain #BTC #ETH #맥디 Telegram : https://t.co/L3mQkRv7Za
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17K Followers 1K Following Co-founder & Operation Lead @FourPillarsFP | Integrated Chain MAXI | Prev) Governance Lead at A41 | 🇰🇷 Account : @JayLovesPotato_
SwedenArabica @SwedenArabica
1 Followers 159 Following
Lucas ᶜʳʸᵖᵗ�.. @PoisedTO
86 Followers 323 Following 🫡What we do in life echoes in eternity #God🙏017⏳#btc #sol #nft #eth #stepn ⚡️🇧🇷🇮🇹
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paulomits | Avalon �.. @paulomits_
17 Followers 225 Following Got into crypto early but didn't give it much thought. Never again!!!
yeah @im_invisible_rn
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Shenoo @Shenoo31272
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나영욱(이태수/�.. @4fI2l6Kr7kOo3fQ
648 Followers 6K Following 우리 하나로 마트 점장 문공 입니다.서울중앙지법 민사합의12부 부장판사입니다.대통령 명예훈장입니다.대법관 상달 입니다.정신과 특작부대 사령관 입니다.하버드 의대 명예박사입니다.방송공사 명예회장입니다.대법원 초대 상임원장입니다.목민관 총판사입니다.세계 성결교회 상임 부목사입니다.
Ian🤍 @Elmerhedge
325 Followers 506 Following ‘ride ALPHA’ liquidity is everything #upcycle=buy&do nothing forget chart shit #downcycle=exit only then comeback see the word ‘crash, crisis’ and REPEAT small
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126 Followers 136 Following hello! I am a nomadic nomad in the world of crypto and NFTs.
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8 Followers 16 Following
Sensei Wu @0xSenseiWu
97 Followers 217 Following "An investment in knowledge pays the best interest." | Modularity 🧱
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Dudis | 두디스 @Screamingsquare
29 Followers 140 Following Former Marketer/PM in Web2 mobile gaming | Now exploring the wild frontier of Web3 🌐 | Always chasing the next level 💥 | Crypto curious 🚀
Crypto Alpha @PRINCEHYPNO
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W🐐$BEYOND $MOJO @thetowerofcell
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Houman Shadab @HoumanShadab
7K Followers 6K Following Decentralized ZKP @NovaNet_zkp for Infra, DePIN, and Gaming | I've advised governments and banks | Fellow @CodeXStanford | Startup acquired by @Docusign
xia.sol @XiaBlackk
118K Followers 80K Following From🇨🇳🇺🇲 • Crypto • DeFi • NFTs | Personal & Brand Growth | Partner @okx |
Steerit @Steerit180321
5 Followers 192 Following
Pity o peter | SW | �.. @SoyPeterChain
188 Followers 2K Following very serious guy 🎨🫡 MADE THE ART OF @SevenWondersBTC ₿-₿
SCUFF GRIFF @ScuffGriff
45 Followers 1K Following Follow us for updates, insights, and the journey of a crypto purely for the art. https://t.co/VQvQQPz5si
tamaratran.eth @tamarajtran
1K Followers 362 Following I built an app that got 7M downloads in 2 days. Prev @apple @dukeU
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187 Followers 2K Following
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ryanivey87 @ryanivey87
27 Followers 512 Following
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111 Followers 568 Following
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29 Followers 335 Following
monsoon @monsoonomaniac
56 Followers 1K Following
Nathan | Factomind @NathanYJLee
40K Followers 899 Following Exodus from TradiFi for Web3 dream | Ex-Wall street trader @Citi NY | ex-Senior Portfolio Manager @hashed_official | Now CSO @factomind | All opinion is my own
고로치 @ryogan86
20K Followers 2K Following 삿갓단, 블로거, 코인러, 온체인/ 마켓 데이터 분석가. 24년은 솔라나, AI 섹터에 집중합니다. 트윗 글은 시간이 지나면 휘발 되어서, 제 페이지를 만들었습니다. 제발 DYOR. NFA.
BQ비큐 @BQYouTube
21K Followers 2K Following https://t.co/gLGuLLrNXt YouTube, Telegram, Medium etc. @INF_CryptoLab Head of Research // ex-@hashed_official// @DecipherGlobal // @cryptoquant_com Author
Chang @4adybug
16K Followers 2K Following Options | Macro | Korea Academy @Coincall_Global | Ambassador @GreeksLive | Market Analysis & Options Talk @FloorTraders_ | 🇰🇷
Subin An | Hashed @subinium
25K Followers 2K Following 🇰🇷 data & tech at @hashed_official | @DuneAnalytics Wizard🧙 | @kaggle Grandmaster | NFA & NFA & NFA
MORBID-19 | DeSpread .. @JuhyukB
18K Followers 4K Following doer of things @DeSpreadTeam surfing the kali yuga
realkrypto @realkrypto_eth
8K Followers 896 Following OVERDARE BizOps Team Lead | @settlusofficial | @1egDAO #1CCP | https://t.co/V23gCnVw24
Kevin Lee @kevin_lee_ddp
2K Followers 425 Following ex-researcher @a41_allforone | You must not let your need to be right be more important than your need to find out what’s true.
Professor Jo @0xProfessorJo
10K Followers 3K Following 10년간의 인수 금융 커리어를 바탕으로 디파이에서 더 큰 꿈을 향해 달려가는 '디파이 농부 조선생' 입니다. @0xundefined_ Prev. @AlpacaFinance
상혁 Jaden Park @fkemgod
17K Followers 834 Following Sanghyuk Jaden Park | Reporter at Digital Asset | Ex-CoinDesk Korea Reporter | [email protected]
Steve : : FP @Steve_4P
24K Followers 2K Following CEO & Co-Founder @FourPillarsFP | Optimizing and Scaling a Single Shard
조재우(Jaewoo Cho).. @clayop
32K Followers 235 Following Urban Planner and Blockchainist Assistant Professor, Hansung University Hansung On-chain Data Lab (HODL) PGP: 5C72 88E0 812B 3872 618B 안전하고 친절한 블록체인 안내서 👇
everytreeisblue @everytreeisblue
5K Followers 19 Following
Hodl_gap | Factomind @hodl_gap
15K Followers 2K Following ex @hashed_official | current research @factomind The opinions expressed on this account represent strictly personal viewpoints
MAC.D @MAC_D46035
8K Followers 2K Following #Cryptoquant Author #Onchain #BTC #ETH #맥디 Telegram : https://t.co/L3mQkRv7Za
Jay : : FP @JayLovesPotato
17K Followers 1K Following Co-founder & Operation Lead @FourPillarsFP | Integrated Chain MAXI | Prev) Governance Lead at A41 | 🇰🇷 Account : @JayLovesPotato_
rogerᵐᶠᵉʳ @Telamonian_One
6K Followers 1K Following rogermfer.eth | hanwoori degens | 𝔚𝔢 𝔞𝔯𝔢 𝔄𝔩𝔩 𝔊𝔬𝔦𝔫𝔤 𝔱𝔬 𝔇𝔦𝔢 @arcthecommunity futsal club
Ian @Ian_Unsworth
4K Followers 899 Following Co-Founder @Kairos_Res | prev: research @BinanceUS @MessariCrypto
boccaccio @tripleboccaccio
2K Followers 2K Following God, Country, Coins // research @blockworksres // intern @interndao (τ,τ) + (//,//)
Eigen Foundation @eigenfoundation
15K Followers 19 Following Supporting the @eigenlayer protocol and community, building the shared security commons for Crypto and web3.
Sovereign State @sovereignxyz
212 Followers 0 Following The modular AI marketplace for the right Infra connecting all Frameworks and RaaS.
AI-meda Research @AIMedaResearch
783 Followers 18 Following Group of AI Researchers and Crypto Natives Focusing on Decentralized AI Research
James 'Atum' Peterson.. @0xAtum
306 Followers 64 Following My tweets are my own and are shit | I'm cooking harder than Walter | Architect-Dev of @hero_glyphs
ELI5 of TLDR @explain_briefly
8K Followers 464 Following I write about 𝗰𝗿𝘆𝗽𝘁𝗼 assuming you are a 5-year-old with a short attention span.
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14K Followers 1 Following https://t.co/dkhB6oWZ08 For more details find us on Lens and Farcaster @ heroglyphs
CC2 @CC2Ventures
147K Followers 478 Following Actionable insights on Airdrops & DeFi. | Advisor at @merkly_com
Vasu Crypto (∎, ∆.. @0x_Lens
16K Followers 4K Following #ZkSync MAXI Rekt Trader | DeFi / Bear🐻 , Fudder/ Onchain 🕵 Eng farmer, Prev - @FTX_Official, @terra_money, @CelsiusNetwork
0xshakib @0xshakib_eth
4K Followers 735 Following Crypto Angel investor | Write about innovative products & investment insights | DMs open for founders with a vision.
tamaratran.eth @tamarajtran
1K Followers 362 Following I built an app that got 7M downloads in 2 days. Prev @apple @dukeU
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831 Followers 3K Following Investing @realMaskNetwork | Ex @BinanceLabs | Electrical & Electronic Engineering @NTUsg
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831 Followers 2K Following Research & Growth @luganodes | Enterprise-Grade Blockchain Infrastructure | Infinite Sum Games
Arthur @Arthur_0x
166K Followers 1K Following Founder & CIO @DeFianceCapital, a thesis driven crypto investment firm. Cynical Optimist. Nuance is the most underrated thing in crypto.
Emir Beriker @EBeriker
1K Followers 213 Following Co-founder, Head of BD @union_build | Formerly @Consensys
afra🪐 @afrazhaowang
10K Followers 3K Following f/加速, @ethereum, growth at @nebrazkp; China, internet, culture, history, podcast; prev @realmasknetwork @newsbreakapp @smartnews #Zuzalu human.
jagdeep sidhu @realSidhuJag
37K Followers 118 Following Blockchain Architect. ZK, Modular Engineering. AI, responsible singularity. Syscoin. Bitcoin.
Redacted Research �.. @RedactedRes
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Franklin @franklinisbored
173K Followers 59K Following @USC alum. Farming engagement on here so I can stay relevant on @nftinspect’s council. Once traded NFTs a ton. franklinisboring on @farcaster_xyz
shumo - Saturn is liv.. @shumochu
4K Followers 1K Following brewing @nebrazkp | farcaster: stevech | @nounsdao fan | previously @mantanetwork @ucsbcs @uwcse
RISC Zero 🟡 @RiscZero
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Ji Ho Woo @JiHoWoo4
340 Followers 2K Following Incoming Junior @MinervaUniversity CS | ex - analyst @Hyperithm | ex - RA Wemade @Wemix
zerokn0wledge 🪬✨ @zerokn0wledge_
17K Followers 999 Following co-founder @RedactedRes | zk @Castle__Cap | snark @SteakCapital | contrib @modularmedia_ | sharing zkAlpha on modularity, rollups & infinite sum games
Ryan Yoon | TigerRese.. @ryanyoon_eth
817 Followers 471 Following Lead Research Analyst @tiger_research_ 🐅 | Only one Asian Web3 landscape analyst in X 🌏 | #RWA as Web3's future 🚀
Block Muncher @block_muncher
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Matt Murray @mattmurrs
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NEBRA @nebrazkp
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Ishita7077.eth @ishita7077
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1K Followers 547 Following Incubations @Sei_FND| Advisor: @Nitro_Labs | @Georgetown x ≠ endorsement 🍏 does not fall far from the🌴 opinions are my own NFA
Eric Jorgenson 📚 �.. @EricJorgenson
64K Followers 2K Following CEO @Scribemediaco. Wrote two books: Almanack of Naval, Anthology of Balaji. I invest in obsessive geniuses building utopian technologies.
On The Margin @OnTheMarginPod
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Ryan Watkins @RyanWatkins_
67K Followers 975 Following Co-Founder @SyncracyCapital | previously @MessariCrypto | the revolution will not be centralizedThe Future of LRTs Post $EIGEN Airdrop. LRTs provide a simple interface to restake your ETH, and LSTs to earn additional yield on them. Now that the points meta is over for LRTs, Eigenlayer, and more than 10 AVSs are activated, so we need to shift our focus on how LRTs like…
What if you could trade and access the same tools as Smart Money? Let's see how Umoja provides pro tools to retail investors🧵👇
Next catalyst up for the market will be EIGEN airdrop unlock in 12 months
Are you ready for May? May is historically one of the worst months for crypto markets, both in bull and bear market. Here is the performance of May in the last 4 years: In fact, after September, May is the 2nd worst month of the year. A similar pattern can also be seen in…
Monthly close was bearish Now we move on to the Quarterly Close Never stop coping
Monthly close was bearish Now we move on to the Quarterly Close Never stop coping
@100y_eth 100%. Was saying the same thing, lessons to learn here about expectations.
✨ Excited to share another week of news & discourse from the modular blockchain ecosystem. - Blobspace Derivatives 📈 - @Calderaxyz's big week: ApeChain & Treasure Chain confirmed 🦍 - Confidentiality as a Service @Hyperlane_xyz - & more! Highlighted topics & full post 🧵👇
@ETHomasCrown @100y_eth Agreed, this question doesn’t really make sense unless someone has been restaking for a while. Still, for me, 50 to 1. I have been restaking for a long time.
@100y_eth Much confusion from people calculating based on points at drop, not points on March 15
@100y_eth I believe there might be a weighting applied to different LSTs. I staked the same amount of LSTs from Swell, Mantle, Binance, and Lido, but I received the least amount of Eigen from Mantle. and It kind of makes sense because mantle will distribute eigen from their staked eth
@100y_eth I should unstake my mETH and move it to Karrak😉 @eigenlayer @eigenfoundation @0xMantle
Eigenpie Enterprise, the latest innovation design launched by @Eigenpiexyz_io It is a product designed to meet the specific needs of global institution client Here is everything you need to know about Eigenpie Enterprise and why it matters 👇 Overview of @Eigenpiexyz_io ❯…
On EigenLayer yields - I expect upcoming AVSs to be in the multi billion dollar FDV range so with multiple AVSs and a little inflation you can get to 15-20% yields. $50 bn AVS FDVs at 5% inflation = $2.5 bn yearly Add EIGEN and LRT incentives on top and you clear 20% easy.
my position is very vanilla spot eth + cash extremely boring as i will not be able to claim clout for whatever happens next as for Eigenlayer launch this week (apparently), there is no bullish scenario here: - if they mess up the airdrop, LSTs depeg - if they don’t mess up the…
PolyGoons, The AggLayer cannot be categorised as an L1 or L2, it’s a “MetaLayer”. IMO there two big MetaLayers coming up on Ethereum, which can’t be categorised as L1 or L2 1. EigenLayer 2. AggLayer Many more brewing up like @alignedlayer @nebrazkp and so on. All these…
So it appears $EIGEN might be launching this week? I've seen pretty strong rumours but nothing is confirmed ofc. I created this sheet a few weeks back which shows the value of EigenLayer points as a function of the airdrop % and $EIGEN FDV Note, this assumes $EIGEN snapshot is…
Scalable ZK Proof Verification. Powered by @eigenlayer. Meet @alignedlayer. ♾✨ The scalable verification layer for zero knowledge (ZK) proofs built on top of @eigenlayer that leverages cutting-edge technology such as restaking and proof aggregation. What's the Problem?…
Our official twitter account is out of control, and I like it. 🤷🏻♂️
Modular Execution Layers -- The New META Fuel -- The Project You Need to Pay Your Full Attention Right Now My Unfiltered Thoughts 🧵
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