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DAS LONDON LIVESTREAM COMING SOON 🎥 On October 14th, @salveboccaccio is sitting down with... ➤ 1pm BST / 8am ET: Paul Faecks (@pauliepnut) Founder of @Plasma ➤ 2:00pm - 3:00pm BST: Sid Powell (@syrupsid) Co-founder & CEO of @maplefinance ➤ 3:00pm - 4:00pm BST: Guy Young…
Cheeky pints with me mates @fejau_inc and @MikeIppolito_ on the 14th at @blockworksDAS 🍻 luma.com/mo8mdg4j?tk=id…
Big week about to go down at @blockworksDAS and @ForwardGuidance will be boots on the ground chatting to heavy hitters all week long and livestreaming it all on X and Youtube. Here's your go-to guide on keeping up on all things Forward Guidance at DAS this week BELOW!: MONDAY:…
GET IN HERE! - @MetaDAOProject: UMBRA RAISES 155M AND DBA/VARIANT OTC - @monad CARDS - @BNBCHAIN SEASON - DOUBLEZERO TOKEN
We debated narrative/flow trades vs fundamentals-based trades. @Kunallegendd shared his preference for tokens with insitutional flows. Do you want to trade rotations or hold for the long term?
After nailing the recent @MetaDAOProject move, @0xcarlosg came back on to explain the power of MetaDAO's ICO design
Zcash has made a run to its prior cycle highs, but does the privacy narrative have legs? - @defi_kay_
Why are payments and stablecoin chains and apps seeing such strong narrative tailwinds? "Payments companies have the largest margins in the S&P500." @_ryanrconnor reflects on this via the TradFi lens of existing giants like Visa and Mastercard:
Why would you want to own PUMP? @_ryanrconnor laid out the core bull thesis for @pumpdotfun on last week's livestream:
Leaning into a trend that's been forming, @0xBreadguy explained that @megaeth_labs is exploring novel ways for the chain to accrue value outside of transaction/sequencer fees. USDM is their first big swing at this.
Censorship resistance is part of the @doublezero story as well - @_ryanrconnor @Austin_Federa highlighted the Russian invasion of Ukraine, where public networks went down but private fiber remained online in many cases. There are scenarios where DZ can be a fallback.
We had @Austin_Federa of @doublezero on the stream today to discuss their mainnet launch and 2Z token TGE. He explained @solana was a logical starting place for DoubleZero, but they have ideas about other networks they might also support in the future.
97% of Ethereum state is redundant smart contracts. That's a ton of data. Chains like Solana have addressed this with reusable programs. @megaeth_labs has been exploring different ways to optimize for problems like this ahead of launch - @0xBreadguy
We asked @0xBreadguy about the @megaeth_labs and @ethena_labs partnership on USDM. The criticism has been "bro it's just T-bill yields" with USDtb under the hood but it's not quite that simple. Bread explains in detail:
DoubleZero Mainnet-Beta Launch with Austin Federa x.com/i/broadcasts/1…
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GET IN HERE 🫰 - PLASMA - HYPURR NFTS - PREDICTION MARKETS - BNB
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