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Today on MCG $FOLD | The Interfold w/ Auryn Interfold is a general-purpose privacy coprocessor for Ethereum, letting any protocol aggregate private inputs from many people (votes, bids, auctions) and produce a verified public outcome, without ever exposing the raw data. Highlights include: 00:03 – Vitalik's investment teased: he... put into the private round, framed as early validation 02:43 – Auryn's background: Bitcoin early, Ethereum since genesis, founded The DAO Hub, later led product for Gnosis's conditional tokens framework 04:00 – Origin of Gnosis Guild: spun out of Gnosis in 2023, Zodiac was an earlier product, Interfold is now the focus 08:13 – MACI backstory: Arun ran quadratic funding rounds on Vitalik's MACI and held the trusted-operator key, the direct origin of Interfold 09:54 – The real Vitalik relationship: no formal role, reviewed the first whitepaper, gives informal feedback 11:03 – What is Interfold? 12:23 – Core use cases: sealed-bid auctions and secret-ballot voting 25:14 – Token launch mechanism: used Uniswap's CCA to let the community price the token pre-launch 27:00 – What's next: sealed-bid CCA auctions, applied to token launchpads 30:08 – Dark pools thesis: TradFi uses sealed-bid auctions for efficiency, replicating that on-chain 31:37 – FOLD tokenomics: node operators stake FOLD plus a stablecoin bond, slashed for misbehavior 39:36 – FHE speed criticism: viewer asks if FHE is slow, Arun concedes it and explains the focus 45:59 – Near-term roadmap: first end-to-end FHE run, plus work to unlock auctions 47:39 – Long-term vision: live auctions and pilots in year one, thriving dev ecosystem by year fiveshow more

MCG

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26,590 次观看 • 1 个月前 •via X (Twitter)

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172,640 次观看 • 1 年前

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owockai

93,895 次观看 • 10 个月前

DROPS E35: Core DAO 🔶 - Bitcoin yield without giving up your Bitcoin Rich is one of the initial contributors to Core DAO, the leading Bitcoin scaling solution. He's also a long-time Zcash holder and early backer of Z Protocol , a new privacy chain built on Core's Satoshi Plus consensus. We talk Bitcoin yield, financial privacy, AI surveillance, and why the next big move in crypto might not be where most people are looking. We talk about: - How Core DAO lets you earn yield on Bitcoin by time-locking it - without ever giving up custody - Why borrowing against Bitcoin makes sense now - OG Bitcoiners rotating to Zcash - what "transition" actually means and whether it's bad for Bitcoin - Z Protocol as the DeFi layer for private money - Why AI has made financial surveillance trivial - and why that accelerates privacy adoption - How Agents are leaving full financial fingerprints - and why privacy needs to be default on at the chain level And much more... Timestamps: 0:00 - Introduction 2:05 - What does Rich Rines do? 3:00 - Financial Freedom 4:09 - Journey from Bitcoin to Zcash 6:40 - Zcash Philosophy 8:38 - Transition to Zcash 11:20 - Who is Rich Rines? 11:46 - Bitcoin as Pristine Collateral 14:28 - Criticisms of Borrowing Strategy 16:52 - Explaining CORE 18:58 - Bitcoin Yield Story 20:29 - Misconception regarding CORE 22:08 - Time Lock 23:34 - Risk of using CORE 24:37 - Strategies used by CORE 26:42 - What Bitcoin Holders Want? 28:46 - Bitcoin Yield 30:10 - CORE Alpha 32:44 - SatPay 34:19 - Power Grid Thesis 35:37 - Satoshi Plus 37:07 - What is Z? 38:12 - Benefits of long-term Zcash Holder 40:01 - Vertical Integration 43:12 - Privacy for Agents 44:41 - Faux Privacy 46:14 - Privacy vs Government 49:01 - Zcash’s Future 50:01 - Conclusion

DROPS E35: Core DAO 🔶 - Bitcoin yield without giving up your Bitcoin Rich is one of the initial contributors to Core DAO, the leading Bitcoin scaling solution. He's also a long-time Zcash holder and early backer of Z Protocol , a new privacy chain built on Core's Satoshi Plus consensus. We talk Bitcoin yield, financial privacy, AI surveillance, and why the next big move in crypto might not be where most people are looking. We talk about: - How Core DAO lets you earn yield on Bitcoin by time-locking it - without ever giving up custody - Why borrowing against Bitcoin makes sense now - OG Bitcoiners rotating to Zcash - what "transition" actually means and whether it's bad for Bitcoin - Z Protocol as the DeFi layer for private money - Why AI has made financial surveillance trivial - and why that accelerates privacy adoption - How Agents are leaving full financial fingerprints - and why privacy needs to be default on at the chain level And much more... Timestamps: 0:00 - Introduction 2:05 - What does Rich Rines do? 3:00 - Financial Freedom 4:09 - Journey from Bitcoin to Zcash 6:40 - Zcash Philosophy 8:38 - Transition to Zcash 11:20 - Who is Rich Rines? 11:46 - Bitcoin as Pristine Collateral 14:28 - Criticisms of Borrowing Strategy 16:52 - Explaining CORE 18:58 - Bitcoin Yield Story 20:29 - Misconception regarding CORE 22:08 - Time Lock 23:34 - Risk of using CORE 24:37 - Strategies used by CORE 26:42 - What Bitcoin Holders Want? 28:46 - Bitcoin Yield 30:10 - CORE Alpha 32:44 - SatPay 34:19 - Power Grid Thesis 35:37 - Satoshi Plus 37:07 - What is Z? 38:12 - Benefits of long-term Zcash Holder 40:01 - Vertical Integration 43:12 - Privacy for Agents 44:41 - Faux Privacy 46:14 - Privacy vs Government 49:01 - Zcash’s Future 50:01 - Conclusion

MR SHIFT 🦁

108,101 次观看 • 5 个月前

A new DeFi era needs a return to fundamental primitives. Announcing Soul Public Sale! DeFi is entering a new era, led by protocols that bring real innovation, but to live up to its full potential, it needs to re-embrace its founding ethos with broad distribution and fair allocation. Soul is part of this: a 0-to-1 DeFi primitive that reimagines and unites crypto lending, built to unlock a new category of opportunities for users and enabling new DeFi economies led by increased efficiency and new on-chain dynamics. The launch of our Testnet has been a significant initial milestone in our journey, and we are beyond grateful to see such a warm welcome from our early community members! With this being just the first step of a long path ahead, we are excited to announce another significant milestone we are gearing up towards. Introducing the $SO Token Fair Public Round on May 16th! As a fully decentralized protocol, our goal is not to lead a community, but to lead together with the community! We are big believers that a united goal to create a change in the world will bring the strongest foundations for long-term success. We are excited to share with you that Soul successfully raised $4M in a private round from valuable partners such as X Ventures, TPCº, and Runtime Vеrification alongside angels from Coinbase 🛡️, LayerZero, Flowdesk, and . This was an important step to support the early development of the protocol and bring the initial vision to life. However, we believe that the true value of Soul should be established transparently, through broad community participation, rather than being set by private market dynamics. To support this, we are introducing the Fair Public Round for the $SO Token. A process designed to ensure equal access, fair valuation, and eliminate preferential terms for early participants. // The problem Over the past few years, a familiar pattern has emerged across the crypto sector. Projects often raise substantial capital through private rounds, securing early valuations and preferential terms for a limited group of participants. When a public round is eventually offered, it typically comes at a significantly higher valuation, offering fewer opportunities and limited upside for retail investors. This approach creates a fundamental imbalance, restricting participation and disconnecting value creation from important groups who also contribute to a project's success: users, supporters, and builders. At Soul, we believe there is a better model, one that aligns incentives from the beginning and builds stronger foundations for long-term growth. By giving the community the opportunity to participate early and on fair terms, we enable those who contribute to Soul’s success to directly benefit from the value they help create. // A new ICO era emerges An era in which initial valuations are not decided around a table of early private participants, but by the open and public participation itself. In 2017–2018, we witnessed one of the most dynamic periods in crypto history: the ICO era. A time when anyone, anywhere in the world, could participate meaningfully in the early growth of projects they believed in. Access was open, participation was broad, and innovation was funded directly by the community. Over time, however, that spirit of openness faded. The rise of private rounds and exclusive allocations shifted the landscape toward more traditional fundraising models, limiting access and weakening the connection between projects and their communities. We believe it's time to restore that original spirit, to rebuild a model where openness, fairness, and community participation are at the core of crypto startup innovation. // Pushing for an ICO 2.0 Era At Soul, we are committed to building a foundation that prioritizes fair participation and long-term alignment. 25% of the total token supply will be allocated to the community through this Public Round, establishing the basis for strong, decentralized governance as the protocol launches. Soul’s valuation will be determined upon the conclusion of the Public Sale, based solely on the capital raised during the round. We are equally committed to avoiding the common pitfalls of low circulating supply and artificially high FDV. All tokens offered in the public round will be fully unlocked at TGE, allowing for a transparent, market-driven valuation from the outset. // $SO Utility The $SO token is an essential component of the Soul Protocol, designed to drive governance, gauge voting, yield boosting, and value sharing. Rather than existing as a speculative asset, $SO is structured to reward participation, align incentives across stakeholders, and strengthen long-term protocol sustainability. Its utility is directly tied to protocol adoption and engagement, ensuring that value creation flows to those who contribute meaningfully to the protocol. Soul rejects short-term incentive models such as liquidity mining, which often generate unsustainable growth. Instead, prioritizes product-driven revenue and long-term value accrual, distributing rewards to $SO stakers and active participants in proportion to their contributions. Governance & Emissions Control $SO is the governance token of the Soul Protocol, enabling holders to participate in critical decision-making processes. Through governance proposals and emission gauge voting, $SO holders directly influence the allocation of incentives across Soul’s integrated Money Markets, ensuring that ecosystem growth is aligned with stakeholder interests. Boosted Yields Through Staking Staking $SO enhances users' lending positions by granting access to additional yield opportunities on top of base APYs. This mechanism directly links token utility to core protocol activity, ensuring that demand for $SO is driven by real usage rather than speculative behavior. Revenue Sharing & Buyback Mechanism The protocol’s fee switch will direct a portion of collected revenue to purchase $SO tokens from the open market, which will then be redistributed to stakers through emissions and reward mechanisms. This model will directly link protocol revenue to tokenholder rewards, ensuring that $SO ownership is economically tied to the protocol’s activity and long-term growth. For full details on tokenomics, please visit our dedicated page:

A new DeFi era needs a return to fundamental primitives. Announcing Soul Public Sale! DeFi is entering a new era, led by protocols that bring real innovation, but to live up to its full potential, it needs to re-embrace its founding ethos with broad distribution and fair allocation. Soul is part of this: a 0-to-1 DeFi primitive that reimagines and unites crypto lending, built to unlock a new category of opportunities for users and enabling new DeFi economies led by increased efficiency and new on-chain dynamics. The launch of our Testnet has been a significant initial milestone in our journey, and we are beyond grateful to see such a warm welcome from our early community members! With this being just the first step of a long path ahead, we are excited to announce another significant milestone we are gearing up towards. Introducing the $SO Token Fair Public Round on May 16th! As a fully decentralized protocol, our goal is not to lead a community, but to lead together with the community! We are big believers that a united goal to create a change in the world will bring the strongest foundations for long-term success. We are excited to share with you that Soul successfully raised $4M in a private round from valuable partners such as X Ventures, TPCº, and Runtime Vеrification alongside angels from Coinbase 🛡️, LayerZero, Flowdesk, and . This was an important step to support the early development of the protocol and bring the initial vision to life. However, we believe that the true value of Soul should be established transparently, through broad community participation, rather than being set by private market dynamics. To support this, we are introducing the Fair Public Round for the $SO Token. A process designed to ensure equal access, fair valuation, and eliminate preferential terms for early participants. // The problem Over the past few years, a familiar pattern has emerged across the crypto sector. Projects often raise substantial capital through private rounds, securing early valuations and preferential terms for a limited group of participants. When a public round is eventually offered, it typically comes at a significantly higher valuation, offering fewer opportunities and limited upside for retail investors. This approach creates a fundamental imbalance, restricting participation and disconnecting value creation from important groups who also contribute to a project's success: users, supporters, and builders. At Soul, we believe there is a better model, one that aligns incentives from the beginning and builds stronger foundations for long-term growth. By giving the community the opportunity to participate early and on fair terms, we enable those who contribute to Soul’s success to directly benefit from the value they help create. // A new ICO era emerges An era in which initial valuations are not decided around a table of early private participants, but by the open and public participation itself. In 2017–2018, we witnessed one of the most dynamic periods in crypto history: the ICO era. A time when anyone, anywhere in the world, could participate meaningfully in the early growth of projects they believed in. Access was open, participation was broad, and innovation was funded directly by the community. Over time, however, that spirit of openness faded. The rise of private rounds and exclusive allocations shifted the landscape toward more traditional fundraising models, limiting access and weakening the connection between projects and their communities. We believe it's time to restore that original spirit, to rebuild a model where openness, fairness, and community participation are at the core of crypto startup innovation. // Pushing for an ICO 2.0 Era At Soul, we are committed to building a foundation that prioritizes fair participation and long-term alignment. 25% of the total token supply will be allocated to the community through this Public Round, establishing the basis for strong, decentralized governance as the protocol launches. Soul’s valuation will be determined upon the conclusion of the Public Sale, based solely on the capital raised during the round. We are equally committed to avoiding the common pitfalls of low circulating supply and artificially high FDV. All tokens offered in the public round will be fully unlocked at TGE, allowing for a transparent, market-driven valuation from the outset. // $SO Utility The $SO token is an essential component of the Soul Protocol, designed to drive governance, gauge voting, yield boosting, and value sharing. Rather than existing as a speculative asset, $SO is structured to reward participation, align incentives across stakeholders, and strengthen long-term protocol sustainability. Its utility is directly tied to protocol adoption and engagement, ensuring that value creation flows to those who contribute meaningfully to the protocol. Soul rejects short-term incentive models such as liquidity mining, which often generate unsustainable growth. Instead, prioritizes product-driven revenue and long-term value accrual, distributing rewards to $SO stakers and active participants in proportion to their contributions. Governance & Emissions Control $SO is the governance token of the Soul Protocol, enabling holders to participate in critical decision-making processes. Through governance proposals and emission gauge voting, $SO holders directly influence the allocation of incentives across Soul’s integrated Money Markets, ensuring that ecosystem growth is aligned with stakeholder interests. Boosted Yields Through Staking Staking $SO enhances users' lending positions by granting access to additional yield opportunities on top of base APYs. This mechanism directly links token utility to core protocol activity, ensuring that demand for $SO is driven by real usage rather than speculative behavior. Revenue Sharing & Buyback Mechanism The protocol’s fee switch will direct a portion of collected revenue to purchase $SO tokens from the open market, which will then be redistributed to stakers through emissions and reward mechanisms. This model will directly link protocol revenue to tokenholder rewards, ensuring that $SO ownership is economically tied to the protocol’s activity and long-term growth. For full details on tokenomics, please visit our dedicated page:

Soul Labs

289,902 次观看 • 1 年前

New greenpill.network pod today with @thedevanshmehta about Deep Funding, a new AI-powered funding mechanism that combines human evaluation and prediction markets to allocate resources for open-source projects. Topics: 1. how Deep Funding scales human judgment, 2. prevents Sybil attacks, 3. and creates a fair, dynamic “price feed” for public goods. 4. Devansh shares insights from the pilot run, the results of the data-science competition, and how the model will power Gitcoin Grants 24 #GG24 Timestamps: 00:00 – Intro: Welcome to the Greenpill Podcast – exploring tech, coordination & Protopia 00:45 – Introducing guest Devansh Mehta, AI & Public Goods Lead at the Ethereum Foundation 01:20 – What is Deep Funding and why it matters 02:00 – How Deep Funding scales human evaluations with AI models 02:45 – Overview of the pilot run and what was tested 03:20 – How the mechanism works: human jurors + model builders 04:30 – The White Hat Sybil attack and what it revealed 05:40 – How Deep Funding integrates data science competitions and prediction markets 06:50 – Results of the pilot: weighted funding for 45 open-source repos 07:30 – Creating a credibly neutral funding system with unequal weights 08:40 – Comparing Deep Funding with Protocol Guild and other mechanisms 09:20 – Building a strong community of AI developers and human jurors 10:30 – The role of jurors and models in fair evaluation 11:10 – What’s next: expanding to 90 repos in Gitcoin Grants 24 (GG24) 11:50 – Funding pool: $350K from Ethereum Foundation & Gitcoin 12:30 – Challenges of distributing capital efficiently and fairly 13:20 – Moving to GitHub repo-level governance: who controls the funds? 14:40 – Two models of spending: splits contracts vs counterfactual wallets 15:40 – Lessons from past Gitcoin funding rounds 16:20 – Why Deep Funding focuses on units of work, not organizations 17:20 – Avoiding distortions and improving fairness in funding 18:10 – The vision: creating a live price feed for public goods 19:10 – How prediction markets price open-source value 20:30 – Self-correcting market behavior and real-time adjustments 21:20 – Subsidies and liquidity: bootstrapping active participation 22:10 – Balancing liquidity levels to prevent manipulation 23:00 – What’s next for Deep Funding: refining future iterations 23:40 – Shoutout to the model builders and competition winners 24:20 – Where to learn more: & 25:00 – Closing: the future of AI, governance, and funding what matters If you’re curious about the intersection of AI, governance, and funding public goods, this conversation is for you. And participate in GG24 at

New greenpill.network pod today with @thedevanshmehta about Deep Funding, a new AI-powered funding mechanism that combines human evaluation and prediction markets to allocate resources for open-source projects. Topics: 1. how Deep Funding scales human judgment, 2. prevents Sybil attacks, 3. and creates a fair, dynamic “price feed” for public goods. 4. Devansh shares insights from the pilot run, the results of the data-science competition, and how the model will power Gitcoin Grants 24 #GG24 Timestamps: 00:00 – Intro: Welcome to the Greenpill Podcast – exploring tech, coordination & Protopia 00:45 – Introducing guest Devansh Mehta, AI & Public Goods Lead at the Ethereum Foundation 01:20 – What is Deep Funding and why it matters 02:00 – How Deep Funding scales human evaluations with AI models 02:45 – Overview of the pilot run and what was tested 03:20 – How the mechanism works: human jurors + model builders 04:30 – The White Hat Sybil attack and what it revealed 05:40 – How Deep Funding integrates data science competitions and prediction markets 06:50 – Results of the pilot: weighted funding for 45 open-source repos 07:30 – Creating a credibly neutral funding system with unequal weights 08:40 – Comparing Deep Funding with Protocol Guild and other mechanisms 09:20 – Building a strong community of AI developers and human jurors 10:30 – The role of jurors and models in fair evaluation 11:10 – What’s next: expanding to 90 repos in Gitcoin Grants 24 (GG24) 11:50 – Funding pool: $350K from Ethereum Foundation & Gitcoin 12:30 – Challenges of distributing capital efficiently and fairly 13:20 – Moving to GitHub repo-level governance: who controls the funds? 14:40 – Two models of spending: splits contracts vs counterfactual wallets 15:40 – Lessons from past Gitcoin funding rounds 16:20 – Why Deep Funding focuses on units of work, not organizations 17:20 – Avoiding distortions and improving fairness in funding 18:10 – The vision: creating a live price feed for public goods 19:10 – How prediction markets price open-source value 20:30 – Self-correcting market behavior and real-time adjustments 21:20 – Subsidies and liquidity: bootstrapping active participation 22:10 – Balancing liquidity levels to prevent manipulation 23:00 – What’s next for Deep Funding: refining future iterations 23:40 – Shoutout to the model builders and competition winners 24:20 – Where to learn more: & 25:00 – Closing: the future of AI, governance, and funding what matters If you’re curious about the intersection of AI, governance, and funding public goods, this conversation is for you. And participate in GG24 at

owocki’s gitcoin 3.0 arc

12,981 次观看 • 11 个月前

BITCOIN RAILS #37: The Birth of BRC2.0: Bitcoin’s Programmable Asset Layer | with Best in Slot | BRC2.0 🧑‍🍳 CEO Binari 🔗 YOUTUBE: 🌿 SPOTIFY: Programmable BRC20 tokens, dubbed “BRC2.0,” launched a few short weeks ago after more than a year of building and anticipation. This effort was spearheaded by BRC20 lead-maintainer team Best in Slot | BRC2.0 🧑‍🍳, who joined the BRC20 core team after their development of open source Ordinals indexer “OPI,” and solidifying their title as a leading Ordinals infrastructure provider. In this episode, I sat down with Best In Slot CEO Binari to hear the birth story of “BRC2.0,” and learn how the ground was laid for programmable native assets on Bitcoin within a few short months of BRC20's launch in 2023. Having worked closely with this team and on this protocol via Layer 1 Foundation for almost two years now, this interview is particularly close to my heart. A must-watch for any Ordinals-historians out there, I can’t wait to hear your thoughts on this little-known history of BRC20, and the future of “BRC2.0.” Shouts out in this episode to domo UniSat - wallet, explorer & extension for bitcoin. Sats Names and other key figures in the development of Ordinals-based metaprotocols. In this episode, we cover: - How the idea of programmable BRC20 assets (and programmable native assets in general) was born shortly after the launch of BRC20 in late 2023 - Why Domo connected with the BestInSlot team early on in BRC20’s history, and advocated for their inclusion as core maintainers of the protocol next to marketplace UniSat - wallet, explorer & extension for bitcoin. - The truth about the BRC20 “indexer wars” and why “he who holds the users, holds the power” - Why Best In Slot refused millions in venture funding despite being one of the most highly valued companies in the Ordinals space over the last three years - How BRC2.0 will differentiate itself by focusing on institutional-grade financial use-cases... and not the low hanging fruit of meme coins. This episode is powered by: - Best In Slot (Best in Slot | BRC2.0 🧑‍🍳), the leading API for Ordinals and BRC20 data aggregation and indexing - Spark (Lightspark), a statechains implementation leading the path towards institutional adoption of Bitcoin-powered payments - Citrea (Citrea | Private BTC for all), the leading Bitcoin Rollup technology and contributor to the BitVM alliance 📍 Timestamps 00:00 Intro 00:52 Bitcoin as a time machine & new way of thinking about time 02:32 Launching BRC 2.0 & building a minimum viable ecosystem 05:00 TLDR: What is BRC 2.0? 05:31 Ordinals & the return to Bitcoin building 08:00 First exposure to Ethereum at Burning Man 10:16 Indexing, NFTs, and DeFi vision for scale 11:57 India trip, Ordinals hype, and rediscovering Bitcoin 15:33 Canonical indexers & why they matter for protocols 21:03 Early BRC 20 experiments & hype cycle 40:02 BRC 2.0 mainnet launch 54:07 Future of Best in Slot & Bitcoin applications #ordinals #BRC20

BITCOIN RAILS #37: The Birth of BRC2.0: Bitcoin’s Programmable Asset Layer | with Best in Slot | BRC2.0 🧑‍🍳 CEO Binari 🔗 YOUTUBE: 🌿 SPOTIFY: Programmable BRC20 tokens, dubbed “BRC2.0,” launched a few short weeks ago after more than a year of building and anticipation. This effort was spearheaded by BRC20 lead-maintainer team Best in Slot | BRC2.0 🧑‍🍳, who joined the BRC20 core team after their development of open source Ordinals indexer “OPI,” and solidifying their title as a leading Ordinals infrastructure provider. In this episode, I sat down with Best In Slot CEO Binari to hear the birth story of “BRC2.0,” and learn how the ground was laid for programmable native assets on Bitcoin within a few short months of BRC20's launch in 2023. Having worked closely with this team and on this protocol via Layer 1 Foundation for almost two years now, this interview is particularly close to my heart. A must-watch for any Ordinals-historians out there, I can’t wait to hear your thoughts on this little-known history of BRC20, and the future of “BRC2.0.” Shouts out in this episode to domo UniSat - wallet, explorer & extension for bitcoin. Sats Names and other key figures in the development of Ordinals-based metaprotocols. In this episode, we cover: - How the idea of programmable BRC20 assets (and programmable native assets in general) was born shortly after the launch of BRC20 in late 2023 - Why Domo connected with the BestInSlot team early on in BRC20’s history, and advocated for their inclusion as core maintainers of the protocol next to marketplace UniSat - wallet, explorer & extension for bitcoin. - The truth about the BRC20 “indexer wars” and why “he who holds the users, holds the power” - Why Best In Slot refused millions in venture funding despite being one of the most highly valued companies in the Ordinals space over the last three years - How BRC2.0 will differentiate itself by focusing on institutional-grade financial use-cases... and not the low hanging fruit of meme coins. This episode is powered by: - Best In Slot (Best in Slot | BRC2.0 🧑‍🍳), the leading API for Ordinals and BRC20 data aggregation and indexing - Spark (Lightspark), a statechains implementation leading the path towards institutional adoption of Bitcoin-powered payments - Citrea (Citrea | Private BTC for all), the leading Bitcoin Rollup technology and contributor to the BitVM alliance 📍 Timestamps 00:00 Intro 00:52 Bitcoin as a time machine & new way of thinking about time 02:32 Launching BRC 2.0 & building a minimum viable ecosystem 05:00 TLDR: What is BRC 2.0? 05:31 Ordinals & the return to Bitcoin building 08:00 First exposure to Ethereum at Burning Man 10:16 Indexing, NFTs, and DeFi vision for scale 11:57 India trip, Ordinals hype, and rediscovering Bitcoin 15:33 Canonical indexers & why they matter for protocols 21:03 Early BRC 20 experiments & hype cycle 40:02 BRC 2.0 mainnet launch 54:07 Future of Best in Slot & Bitcoin applications #ordinals #BRC20

Isabel Foxen Duke⚡️

21,002 次观看 • 1 年前

Today on MCG: | Marketing Collector Crypt Collector Crypt is the #1 consumer app on Solana right now, on pace for $85M in May revenue with $30M in inventory on-chain BassBuddah breaks down the ComicBook.com partnership (40M users), the Loopscale lending integration that lets you borrow against your Charizard, the Metaplex compressed NFT work, and where the token is headed once regulation catches up 👇 00:02 - Intro 01:40 - The King welcomed back 02:41 - Soft rebrand reveal, new logo 03:23 - ComicBook.com partnership 04:30 - The gotcha machine guarantees authenticity and quality 05:08 - The pitch 05:50 - Proving any collectible can be tokenized, not just TCG's 06:51 - "We are 5% loading"...Pokemon is 85% of revenue, One Piece 10%, sports 5% 07:18 - Splitting basketball, baseball, and football into their own gotcha machines 07:50 - Sports cards on a tear 09:35 - Loopscale partnership announced 11:05 - Borrow 40-75% of your Charizard's value in USDC, pay back, get the card back 13:15 - White-label thesis 15:36 - Slabz fanboy 17:07 - IRL vending machines as the next frontier 18:42 - Brick and mortar storefronts, grading partnerships, event activations on the roadmap 19:10 - Ebay and Gamestop tension 22:48 - $CARDS token primer 27:51 - $42K airdropped to $CARDS holders this month 30:33 - Compliance disclaimer 31:36 - "30 million in inventory" backed by the company, hopeful one day backed by the token 32:33 - DAT strategy 36:53 - Yield idea 37:39 - Marketplace update 39:58 - USDC offers, counteroffers, username profiles, in-app messaging 41:33 - One-of-a-kind escrow 42:06 - Lifetime buyback dashboard 43:02 - Trustless card-for-card trades, zero fee, any category for any category 45:53 - Why TCG projects support each other 48:43 - Why TCG's blew back up 51:39 - Buybacks confirmed as a priority 52:44 - "We are the number one consumer app on Solana right now" 53:50 - Why this is Solana RWA product-market fit 55:00 - LA Collecticon June 12 57:50 - Miami strategy 59:13 - Ansem 🐂🀄️ connection clarified 1:01:24 - Future livestreams 1:06:29 - Closing analysis 1:08:42 - Takeaways 1:12:54 - Why isn't $CARDS on a CEX yet?

MCG

110,295 次观看 • 4 个月前

E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts

E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts

MR SHIFT 🦁

586,381 次观看 • 7 个月前

"They are not going to be able to raise rates." Jordi Visser (Jordi Visser) ran capital at Weiss Multi-Strategy Advisers as CIO. 30 years on Wall Street. Built one of the first volatility-arbitrage frameworks for systematic hedge funds. Managed billions through three crises, never had a thesis-driven blow-up year. "Interest payments on US debt are now bigger than what we spend on defense. Over a trillion dollars a year. This is what Bitcoin was made for." We cover: — Why the Fed is mathematically trapped and how the trillion-dollar interest math forces every policy decision from here — Why "bubble talk" is intellectually lazy: PE goes UP in bubbles, not down, and right now PE is contracting while earnings grow 27% — The AI-agents-eat-tokens thesis: why agentic AI doesn't care about dollars and what that means for compute-backed assets — Why belief is harder than fundamentals: fundamentals come and go, belief systems don't, and which belief is breaking in 2026 — The Bitcoin call no other macro guy on Wall Street will make publicly: new all-time highs before year-end — Why most hedge funds will underperform Bitcoin this cycle and the structural reason it has nothing to do with crypto — The single chart that made Jordi go from skeptic to allocator and why it hasn't reversed — What the 2020-2026 monetary regime actually was, named correctly for the first time Thanks to Jordi for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:42 - Bitcoin Lagging 03:16 - AI Investment 07:14 - Price vs Narrative 12:15 - Market Dynamics 21:28 - AI Trading 25:24 - AI Democratizes Wealth 36:26 - Crypto Transition 39:40 - Elliott Waves 44:08 - Banana Zone 49:37 - Fundamentals vs Technicals 55:14 - Ethereum Future

"They are not going to be able to raise rates." Jordi Visser (Jordi Visser) ran capital at Weiss Multi-Strategy Advisers as CIO. 30 years on Wall Street. Built one of the first volatility-arbitrage frameworks for systematic hedge funds. Managed billions through three crises, never had a thesis-driven blow-up year. "Interest payments on US debt are now bigger than what we spend on defense. Over a trillion dollars a year. This is what Bitcoin was made for." We cover: — Why the Fed is mathematically trapped and how the trillion-dollar interest math forces every policy decision from here — Why "bubble talk" is intellectually lazy: PE goes UP in bubbles, not down, and right now PE is contracting while earnings grow 27% — The AI-agents-eat-tokens thesis: why agentic AI doesn't care about dollars and what that means for compute-backed assets — Why belief is harder than fundamentals: fundamentals come and go, belief systems don't, and which belief is breaking in 2026 — The Bitcoin call no other macro guy on Wall Street will make publicly: new all-time highs before year-end — Why most hedge funds will underperform Bitcoin this cycle and the structural reason it has nothing to do with crypto — The single chart that made Jordi go from skeptic to allocator and why it hasn't reversed — What the 2020-2026 monetary regime actually was, named correctly for the first time Thanks to Jordi for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:42 - Bitcoin Lagging 03:16 - AI Investment 07:14 - Price vs Narrative 12:15 - Market Dynamics 21:28 - AI Trading 25:24 - AI Democratizes Wealth 36:26 - Crypto Transition 39:40 - Elliott Waves 44:08 - Banana Zone 49:37 - Fundamentals vs Technicals 55:14 - Ethereum Future

Michaël van de Poppe

651,475 次观看 • 4 个月前

Here's why $NEAR is a no-brainer in 2025 👇 Everybody loves NEAR Protocol and there is a reason for that (or many). Near is well-positioned to be one of the leading blockchain ecosystems this year. Let’s explore the “whys”. TIMESTAMPS Quick Bio – 00:00:15 Inflation Reduction Proposal – 00:00:43 Technically Speaking – 00:02:40 Near Intents – 00:03:37 Chain Signatures and AI – 00:04:39 Decentralization and DeFi – 00:05:59 I have my Near account since March 2023, but it has been inactive for a while, as I was focused on other stuff. However, the recent inflation halving proposal by HOT DAO (HOT Protocol 🔥) and LiNEAR (LiNEAR Protocol) brought my eyes back to the project and I really like what I’m seeing. So, here’s my first point. If this proposal passes, NEAR could lead the way in what appears to be a market trend of improving the tokenomics, as more and more experts realize holders have been overpaying for these networks' security, with a too high supply inflation. Solana tried something similar, but the proposal was rejected. In my opinion, validators voting favorably to that show a commitment to the chain for the long term. On the other hand, voting against it signals a short-term vision focused on milking the emissions as much as possible, at the ecosystem’s expense. The voting currently goes with 28% “YEA” votes, needing 66.76% to pass. Most of the validators who already cast their votes went with the yes. 2pilot, avb, openshards, qbit, sicmundus, fox, and intear are, so far, the only seven who voted “NAY”. This proposal has the vocal support of most influential figures in the Near ecosystem, including the Near Foundation (NEAR Foundation), led by Illia (root.near) (🇺🇦, ⋈), which makes me believe it will pass and show the power of the halving in getting the market’s attention and presenting a huge investment asymmetry for the native token right now. Is this everything I like about NEAR? Definitely not. This is just what got me looking at it again, just to discover a (very much) thriving ecosystem, full of interesting things happening at the same time. I’ll mention a few, but there is (much) more. Technically speaking, Near is a high-performance blockchain, with really low fees and one of the fastest finalities, with 600ms block time and approximately 1.8s finality. It also has my favorite architecture for internet-scale scalability, using sharding, while keeping a high decentralization standard. As a learning programmer, Near also has one of the best dev experiences (in my limited opinion). The documentation is clear, has a logical journey, presenting from the basic anatomy in details to more complex SDKs and tools. I’m also in love with the near-cli-rs. A command line interface program written in Rust for seamless interaction with the Near blockchain. Allowing wallet creation, chain query, sending transactions, staking, smart contract calls, and more. Near Intents. This was the second thing to get my attention, while studying the project again, and it sets a whole new standard for blockchain interactions, especially cross-chain. Basically, users can declare an intention (for example, swap Ethereum-USDT to Bitcoin) and a network of solvers, running on Near, will find the best path to accomplish this task. We recently saw an impressive 465k-worth swap happening in exactly this example, paying 0.55% of trading fees to thorswap.near and swapkit.near. According to a Dune Dashboard, the protocol accumulates nearly $400 million in volume since its launch not long ago, in November 2024. *obs.: half this volume was achieved in the last month. Massive! Near Intents is possible due to two other very interesting things: (i) Chain abstraction, and (ii) a solid AI infrastructure. Chain abstraction (via Chain Signatures) is a powerful interoperability feature, allowing Near to friendly connect different blockchains as if they were part of a single network. Users and devs benefit from wallet, address, fees, and cross-chain bridges abstractions - not even noticing they are interacting with multiple chains. One wallet that powers everything. Powered by Near. On AI, Near is just built differently. Not for the hype, but for the solution. The team has been looking for AI solutions much before the ChatGPT fever. Actually, they started as an AI company, pivoting to blockchain later. So, being one of the most promising networks for the growing AI economy was just the natural path to follow. There is an extensive and super complete research piece on that topic, recently published by Reflexivity Research (Reflexivity Research) on July 1st. It presents Near as an AI-optimized blockchain, covering AITP, Shade Agents, x402, Near Intents, and more. Definitely worth the reading. Wrapping up this content with one more aspect that really matters to me is how Near remains truthful to decentralization, data ownership, censorship-resistance and open-source primitives that have been increasingly abandoned by other key players. A simple example of that is how the Near Foundation decided to deprecate its public APIs, encouraging the surge of a more decentralized and competitive market of SaaS projects, with a highlight to Lava Network, that recently appeared in my timeline talking about that. DeFi is also huge on Near, leveraging all the previous properties I mentioned, creating a truly decentralized liquidity pool via Rhea Finance, connected with other chains like BTC, Ethereum, ZCash, and more. All that contributes to Near having the second-largest monthly active addresses, with nearly 50 million, only losing to Solana’s nearly 90 million. In the meantime, NEAR, the token, is not even at the 30rd position by market cap. Crazy stuff. To (finally) wrap it up, I also want to mention Near’s consensus decentralization. While having a low node-count, the network has a Nakamoto Coefficient of 11, which is not bad at all. Surely, there is still room for improvement, which is possible as becoming a validator is accessible staking and hardware-wise. If you liked this content, make sure to click the like bottom and share it around. Follow me on X or subscribe to my YouTube channel, both at vinibarbosabr. See ya!

Here's why $NEAR is a no-brainer in 2025 👇 Everybody loves NEAR Protocol and there is a reason for that (or many). Near is well-positioned to be one of the leading blockchain ecosystems this year. Let’s explore the “whys”. TIMESTAMPS Quick Bio – 00:00:15 Inflation Reduction Proposal – 00:00:43 Technically Speaking – 00:02:40 Near Intents – 00:03:37 Chain Signatures and AI – 00:04:39 Decentralization and DeFi – 00:05:59 I have my Near account since March 2023, but it has been inactive for a while, as I was focused on other stuff. However, the recent inflation halving proposal by HOT DAO (HOT Protocol 🔥) and LiNEAR (LiNEAR Protocol) brought my eyes back to the project and I really like what I’m seeing. So, here’s my first point. If this proposal passes, NEAR could lead the way in what appears to be a market trend of improving the tokenomics, as more and more experts realize holders have been overpaying for these networks' security, with a too high supply inflation. Solana tried something similar, but the proposal was rejected. In my opinion, validators voting favorably to that show a commitment to the chain for the long term. On the other hand, voting against it signals a short-term vision focused on milking the emissions as much as possible, at the ecosystem’s expense. The voting currently goes with 28% “YEA” votes, needing 66.76% to pass. Most of the validators who already cast their votes went with the yes. 2pilot, avb, openshards, qbit, sicmundus, fox, and intear are, so far, the only seven who voted “NAY”. This proposal has the vocal support of most influential figures in the Near ecosystem, including the Near Foundation (NEAR Foundation), led by Illia (root.near) (🇺🇦, ⋈), which makes me believe it will pass and show the power of the halving in getting the market’s attention and presenting a huge investment asymmetry for the native token right now. Is this everything I like about NEAR? Definitely not. This is just what got me looking at it again, just to discover a (very much) thriving ecosystem, full of interesting things happening at the same time. I’ll mention a few, but there is (much) more. Technically speaking, Near is a high-performance blockchain, with really low fees and one of the fastest finalities, with 600ms block time and approximately 1.8s finality. It also has my favorite architecture for internet-scale scalability, using sharding, while keeping a high decentralization standard. As a learning programmer, Near also has one of the best dev experiences (in my limited opinion). The documentation is clear, has a logical journey, presenting from the basic anatomy in details to more complex SDKs and tools. I’m also in love with the near-cli-rs. A command line interface program written in Rust for seamless interaction with the Near blockchain. Allowing wallet creation, chain query, sending transactions, staking, smart contract calls, and more. Near Intents. This was the second thing to get my attention, while studying the project again, and it sets a whole new standard for blockchain interactions, especially cross-chain. Basically, users can declare an intention (for example, swap Ethereum-USDT to Bitcoin) and a network of solvers, running on Near, will find the best path to accomplish this task. We recently saw an impressive 465k-worth swap happening in exactly this example, paying 0.55% of trading fees to thorswap.near and swapkit.near. According to a Dune Dashboard, the protocol accumulates nearly $400 million in volume since its launch not long ago, in November 2024. *obs.: half this volume was achieved in the last month. Massive! Near Intents is possible due to two other very interesting things: (i) Chain abstraction, and (ii) a solid AI infrastructure. Chain abstraction (via Chain Signatures) is a powerful interoperability feature, allowing Near to friendly connect different blockchains as if they were part of a single network. Users and devs benefit from wallet, address, fees, and cross-chain bridges abstractions - not even noticing they are interacting with multiple chains. One wallet that powers everything. Powered by Near. On AI, Near is just built differently. Not for the hype, but for the solution. The team has been looking for AI solutions much before the ChatGPT fever. Actually, they started as an AI company, pivoting to blockchain later. So, being one of the most promising networks for the growing AI economy was just the natural path to follow. There is an extensive and super complete research piece on that topic, recently published by Reflexivity Research (Reflexivity Research) on July 1st. It presents Near as an AI-optimized blockchain, covering AITP, Shade Agents, x402, Near Intents, and more. Definitely worth the reading. Wrapping up this content with one more aspect that really matters to me is how Near remains truthful to decentralization, data ownership, censorship-resistance and open-source primitives that have been increasingly abandoned by other key players. A simple example of that is how the Near Foundation decided to deprecate its public APIs, encouraging the surge of a more decentralized and competitive market of SaaS projects, with a highlight to Lava Network, that recently appeared in my timeline talking about that. DeFi is also huge on Near, leveraging all the previous properties I mentioned, creating a truly decentralized liquidity pool via Rhea Finance, connected with other chains like BTC, Ethereum, ZCash, and more. All that contributes to Near having the second-largest monthly active addresses, with nearly 50 million, only losing to Solana’s nearly 90 million. In the meantime, NEAR, the token, is not even at the 30rd position by market cap. Crazy stuff. To (finally) wrap it up, I also want to mention Near’s consensus decentralization. While having a low node-count, the network has a Nakamoto Coefficient of 11, which is not bad at all. Surely, there is still room for improvement, which is possible as becoming a validator is accessible staking and hardware-wise. If you liked this content, make sure to click the like bottom and share it around. Follow me on X or subscribe to my YouTube channel, both at vinibarbosabr. See ya!

Vini B |「 thecoding 」

40,183 次观看 • 1 年前