cryptoblue0x's profile picture. Surfing the crypto wave๐ŸŒŠ @Kaitoai

Koyote

@cryptoblue0x

Surfing the crypto wave๐ŸŒŠ @Kaitoai

Koyote reposted

Ethereum Fusaka ์—…๊ทธ๋ ˆ์ด๋“œ ์ŠคํŒฉ ์ •๋ฆฌ ์•ผํ•‘๊ธ€๊ณผ x402๊ฐ€ ํ”ผ๋“œ๋ฅผ ๋’ค๋ฎ๊ณ  ์žˆ์ง€๋งŒ, ๊ฐ€๋”์€ ๋ณด๋‹ค ์ค‘์š”ํ•œ "๋ณธ๋ฅ˜"์—๋„ ๊ด€์‹ฌ์„ ๊ฐ€์ ธ์•ผ๊ฒ ์ฃ ?! ์ด๋”๋ฆฌ์›€์˜ ์—…๊ทธ๋ ˆ์ด๋“œ๋Š” ๋Œ€๋ถ€๋ถ„์˜ ๋ธ”๋ก์ฒด์ธ๋“ค์—๊ฒŒ ๋ฐฉํ–ฅ์„ฑ์„ ์ œ์‹œํ•˜๋Š” ๋งค์šฐ ์ค‘์š”ํ•œ ์ด๋ฒคํŠธ์ž…๋‹ˆ๋‹ค. ์ด๋”๋ฆฌ์›€์˜ ๋‹ค์Œ ์—…๊ทธ๋ ˆ์ด๋“œ Fusaka(Fulu+Osaka)๋ฅผ ์œ„ํ•œ ํฌํฌ๊ฐ€โ€ฆ

r2Jamong's tweet image. Ethereum Fusaka ์—…๊ทธ๋ ˆ์ด๋“œ ์ŠคํŒฉ ์ •๋ฆฌ

์•ผํ•‘๊ธ€๊ณผ x402๊ฐ€ ํ”ผ๋“œ๋ฅผ ๋’ค๋ฎ๊ณ  ์žˆ์ง€๋งŒ, ๊ฐ€๋”์€ ๋ณด๋‹ค ์ค‘์š”ํ•œ "๋ณธ๋ฅ˜"์—๋„ ๊ด€์‹ฌ์„ ๊ฐ€์ ธ์•ผ๊ฒ ์ฃ ?! ์ด๋”๋ฆฌ์›€์˜ ์—…๊ทธ๋ ˆ์ด๋“œ๋Š” ๋Œ€๋ถ€๋ถ„์˜ ๋ธ”๋ก์ฒด์ธ๋“ค์—๊ฒŒ ๋ฐฉํ–ฅ์„ฑ์„ ์ œ์‹œํ•˜๋Š” ๋งค์šฐ ์ค‘์š”ํ•œ ์ด๋ฒคํŠธ์ž…๋‹ˆ๋‹ค.

์ด๋”๋ฆฌ์›€์˜ ๋‹ค์Œ ์—…๊ทธ๋ ˆ์ด๋“œ Fusaka(Fulu+Osaka)๋ฅผ ์œ„ํ•œ ํฌํฌ๊ฐ€โ€ฆ

Koyote reposted

the vision there are three things anyone here can agree on: (a) alt coins are structurally flawed and their value proposition is uninteresting for most investors (b) the more exciting projects are inside web2 and not web3, web3 barely had any innovations and VCs are leaving toโ€ฆ


Koyote reposted

Thereโ€™s currently a surge of volume and noise around perpDEX a kind of boom happening in the space. But as always, projects that are easy to benchmark are also easy to compete with. The same goes for most of todayโ€™s perpDEX Many perpDEX are emerging, but only a few of themโ€ฆ

JumperKid_0's tweet image. Thereโ€™s currently a surge of volume and noise around perpDEX a kind of boom happening in the space.

But as always, projects that are easy to benchmark are also easy to compete with.

The same goes for most of todayโ€™s perpDEX

Many perpDEX are emerging, but only a few of themโ€ฆ

Koyote reposted

์ง€๋‚œ 3์ผ๊ฐ„์˜ ์ผ๊ธฐ. 1ํŽธ ํŠธ๋Ÿผํ”„์˜ ๊ธฐ์Šต ๋ฐœ์–ธ ํ›„, ํ•˜๋ฝํ•˜๋Š” ์‹œ์žฅ์—์„œ $4 -> ํ‰๋‹จ 0.2$, 300๋งŒ๊ฐœ ๊ตฌ๋งค ํ›„ ํ™€๋”ฉ์ค‘ (600K$) ์ด๋”๋ฆฌ์›€ -> ํ‰๋‹จ 4100, ํ“จ์ณ์Šค์—์„œ 5๋ฐฐ ํฌ์ง€์…˜์œผ๋กœ ๋ณด์œ ์ค‘์ธ ์ƒํƒœ. ์ด์ƒํƒœ์—์„œ ์ด๋ฏธ $4๋กœ ๊ฑฐ์˜ 300K์— ๊ฐ€๊นŒ์šด ์†์‹ค์„ ๋ณธ์ฑ„๋กœ ํ† ์š”์ผ 04์‹œ 30๋ถ„์— ์ž๋Ÿฌ๊ฐ‘๋‹ˆ๋‹ค. 1์‹œ๊ฐ„ ๋ฐ˜ ๋’ค,โ€ฆ

BFox_xx's tweet image. ์ง€๋‚œ 3์ผ๊ฐ„์˜ ์ผ๊ธฐ. 1ํŽธ

ํŠธ๋Ÿผํ”„์˜ ๊ธฐ์Šต ๋ฐœ์–ธ ํ›„, ํ•˜๋ฝํ•˜๋Š” ์‹œ์žฅ์—์„œ

$4 -> ํ‰๋‹จ 0.2$, 300๋งŒ๊ฐœ ๊ตฌ๋งค ํ›„ ํ™€๋”ฉ์ค‘ (600K$)

์ด๋”๋ฆฌ์›€ -> ํ‰๋‹จ 4100, ํ“จ์ณ์Šค์—์„œ 5๋ฐฐ ํฌ์ง€์…˜์œผ๋กœ ๋ณด์œ ์ค‘์ธ ์ƒํƒœ.

์ด์ƒํƒœ์—์„œ ์ด๋ฏธ $4๋กœ ๊ฑฐ์˜ 300K์— ๊ฐ€๊นŒ์šด ์†์‹ค์„ ๋ณธ์ฑ„๋กœ ํ† ์š”์ผ 04์‹œ 30๋ถ„์— ์ž๋Ÿฌ๊ฐ‘๋‹ˆ๋‹ค.

1์‹œ๊ฐ„ ๋ฐ˜ ๋’ค,โ€ฆ

Koyote reposted

Lets be honest, all of this DEX like @Hyperliquid, @Aster_DEX etc are just centralized networks running on a single server, validator, sequencer, controlled by a single entity, with a single dev team that could push updates that ignores the validations and do whatever they want.

During the 4.5 hour period from 10:30PM EST on October 10, 2025 until 3AM EST on October 11, 2025, Lighter experienced its first serious outage since mainnet private beta in January and public launch on October 1. This is the post mortem of that outage and actions we took since



Koyote reposted

x.com/r2Jamong/statuโ€ฆ ์ง€๊ธˆ ์‹œ์žฅ์—์„œ ๊ฐ€์žฅ ํ•ซํ•œ ๋‚ด๋Ÿฌํ‹ฐ๋ธŒ๋Š” "ํ”„๋ผ์ด๋ฒ„์‹œ" ์ž…๋‹ˆ๋‹ค. ํŠธ๋žœ์žญ์…˜์„ ๊ฐ์ถฐ ์†ก/์ˆ˜์‹ ์ž๋ฅผ ์•Œ์ˆ˜ ์—†๊ฒŒ ๋งŒ๋“œ๋Š” L1 (Zcach, Monero..)๋‚˜ ZK๋ฅผ ํ™œ์šฉํ•œ ๋ฏน์„œ(Tornado Cash, Railgun..)์™€ ๊ฐ™์€ ํ”„๋ผ์ด๋ฒ„์‹œ ์ฝ”์ธ์€ ๊ทœ์ œ๋กœ ์ธํ•ด ํฌ๊ฒŒ ์–ต์••๋ฐ›๊ณ  ์žˆ์—ˆ์Šต๋‹ˆ๋‹ค. 2023๋…„ ๋Œ€๋ถ€๋ถ„์˜ CEX์—์„œโ€ฆ

r2Jamong's tweet image. x.com/r2Jamong/statuโ€ฆ
์ง€๊ธˆ ์‹œ์žฅ์—์„œ ๊ฐ€์žฅ ํ•ซํ•œ ๋‚ด๋Ÿฌํ‹ฐ๋ธŒ๋Š” "ํ”„๋ผ์ด๋ฒ„์‹œ" ์ž…๋‹ˆ๋‹ค.

ํŠธ๋žœ์žญ์…˜์„ ๊ฐ์ถฐ ์†ก/์ˆ˜์‹ ์ž๋ฅผ ์•Œ์ˆ˜ ์—†๊ฒŒ ๋งŒ๋“œ๋Š” L1 (Zcach, Monero..)๋‚˜ ZK๋ฅผ ํ™œ์šฉํ•œ ๋ฏน์„œ(Tornado Cash, Railgun..)์™€ ๊ฐ™์€ ํ”„๋ผ์ด๋ฒ„์‹œ ์ฝ”์ธ์€ ๊ทœ์ œ๋กœ ์ธํ•ด ํฌ๊ฒŒ ์–ต์••๋ฐ›๊ณ  ์žˆ์—ˆ์Šต๋‹ˆ๋‹ค.
2023๋…„ ๋Œ€๋ถ€๋ถ„์˜ CEX์—์„œโ€ฆ

์ฝ”์ธ ์„ธํƒ 0ํ‹ฐ์–ด ํ† ๋„ค์ด๋„ ์บ์‹œ์— ๋Œ€ํ•ด ์•Œ์•„๋ณด์ž - ZK์˜ ์–ด๋‘ ์˜ ์˜์—ญ ์š”์ฆ˜ Succinct์™€ @boundless_xyz๋กœ ์ธํ•ด ZK์— ๋Œ€ํ•œ ๊ธ์ •์ ์ธ ์„ผํ‹ฐ๋จผํŠธ๊ฐ€ ๋งŽ์ด ํ˜•์„ฑ๋˜๊ณ  ์žˆ๋Š” ๊ฒƒ์œผ๋กœ ๋ณด์ธ๋‹ค. ๊ฒŒ๋‹ค๊ฐ€ ์ด๋”๋ฆฌ์›€์ด ํ•ฉ์˜์™€ ์‹คํ–‰ ๋ชจ๋“  ์ธก๋ฉด์„ ZK ๊ธฐ๋ฐ˜์œผ๋กœ ๋œฏ์–ด๊ณ ์น  ๊ณ„ํš์„ ์„ธ์šฐ๊ณ  ์žˆ๋‹ค. ์‚ฌ์‹ค ZK๋Š” โ€œํƒˆ์ค‘์•™์„ฑ์„ ์œ„ํ•ดโ€ฆ

r2Jamong's tweet image. ์ฝ”์ธ ์„ธํƒ 0ํ‹ฐ์–ด ํ† ๋„ค์ด๋„ ์บ์‹œ์— ๋Œ€ํ•ด ์•Œ์•„๋ณด์ž
- ZK์˜ ์–ด๋‘ ์˜ ์˜์—ญ

์š”์ฆ˜ Succinct์™€ @boundless_xyz๋กœ ์ธํ•ด ZK์— ๋Œ€ํ•œ ๊ธ์ •์ ์ธ ์„ผํ‹ฐ๋จผํŠธ๊ฐ€ ๋งŽ์ด ํ˜•์„ฑ๋˜๊ณ  ์žˆ๋Š” ๊ฒƒ์œผ๋กœ ๋ณด์ธ๋‹ค.
๊ฒŒ๋‹ค๊ฐ€ ์ด๋”๋ฆฌ์›€์ด ํ•ฉ์˜์™€ ์‹คํ–‰ ๋ชจ๋“  ์ธก๋ฉด์„ ZK ๊ธฐ๋ฐ˜์œผ๋กœ ๋œฏ์–ด๊ณ ์น  ๊ณ„ํš์„ ์„ธ์šฐ๊ณ  ์žˆ๋‹ค.
์‚ฌ์‹ค ZK๋Š” โ€œํƒˆ์ค‘์•™์„ฑ์„ ์œ„ํ•ดโ€ฆ


Koyote reposted

'the LORD gave, and the LORD hath taken away; blessed be the name of the LORD' โ€” Job 1:21 yesterday's liquidation event is the most brutal i've witnessed in my time in crypto i got wiped out on ALL my perps positions literally everything eight figures: $30 million+ at peakโ€ฆ

theunipcs's tweet image. 'the LORD gave, and the LORD hath taken away; blessed be the name of the LORD' โ€” Job 1:21

yesterday's liquidation event is the most brutal i've witnessed in my time in crypto

i got wiped out on ALL my perps positions

literally everything

eight figures: $30 million+ at peakโ€ฆ

Koyote reposted

opensea flexing a $1.5m reward pool after making over $1 billion in fees since 2021 x.com/opensea/statusโ€ฆ thanks a lot brother 0.1% giveback really shows how much you care about users you had the whole marketshare in your hands and you fumbled it the second blur showed up noโ€ฆ

spacexbt's tweet image. opensea flexing a $1.5m reward pool
after making over $1 billion in fees since 2021

x.com/opensea/statusโ€ฆ

thanks a lot brother  0.1% giveback really shows how much you care about users
you had the whole marketshare in your hands and you fumbled it the second blur showed up noโ€ฆ

We just added $1,500,000 to the rewards pool. $100,000 $PUMP $100,000 $BONK $100,000 $SOL $25,000 $NOBODY 3x Pudgy Penguins 3x Bored Ape Yacht Club 3x Grifters by XCOPY 5x Chromie Squiggles 4x Moonbirds 3x ICXN by XCOPY 3x Cope Salada by XCOPY 9x Milady 9x Azuki 3x Nouns 9xโ€ฆ

opensea's tweet image. We just added $1,500,000 to the rewards pool.

$100,000 $PUMP
$100,000 $BONK
$100,000 $SOL
$25,000 $NOBODY

3x Pudgy Penguins
3x Bored Ape Yacht Club
3x Grifters by XCOPY
5x Chromie Squiggles
4x Moonbirds
3x ICXN by XCOPY
3x Cope Salada by XCOPY
9x Milady
9x Azuki  
3x Nouns
9xโ€ฆ


Koyote reposted

<์งง๊ฒŒ ์•Œ์•„๋ณด๋Š” โ€˜ํ”„๋ผ์ด๋ฒ„์‹œ ํ๋ฆ„โ€™> ์„œ๊ตฌ๊ถŒ ํฌ๋ฆฝํ†  ์‹œ์žฅ์—์„œ โ€˜ํ”„๋ผ์ด๋ฒ„์‹œ(privacy)โ€™๊ฐ€ ๋‹ค์‹œ ์ฃผ์š” ์ฃผ์ œ๋กœ ๋– ์˜ค๋ฅด๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ๋ถˆ๊ณผ ๋ช‡ ๋…„ ์ „๊นŒ์ง€๋งŒ ํ•ด๋„ ๊ทœ์ œ์˜ ๋ฒฝ์— ๋ง‰ํ˜€ ์™ธ๋ฉด๋ฐ›๋˜ ํ”„๋ผ์ด๋ฒ„์‹œ ์ฝ”์ธ๋“ค์ด, ์ด์ œ๋Š” ๊ฐœ๋ฐœ์ž์™€ ํˆฌ์ž์ž ๋ชจ๋‘์˜ ๊ด€์‹ฌ ์†์œผ๋กœ ๋Œ์•„์™”์Šต๋‹ˆ๋‹ค. ์ด ๋ณ€ํ™”์˜ ์ถœ๋ฐœ์ ์—๋Š” ์‹ค๋ฆฌ์ฝ˜๋ฐธ๋ฆฌ์˜โ€ฆ

0xProfessorJo's tweet image. &amp;lt;์งง๊ฒŒ ์•Œ์•„๋ณด๋Š” โ€˜ํ”„๋ผ์ด๋ฒ„์‹œ ํ๋ฆ„โ€™&amp;gt;

์„œ๊ตฌ๊ถŒ ํฌ๋ฆฝํ†  ์‹œ์žฅ์—์„œ โ€˜ํ”„๋ผ์ด๋ฒ„์‹œ(privacy)โ€™๊ฐ€ ๋‹ค์‹œ ์ฃผ์š” ์ฃผ์ œ๋กœ ๋– ์˜ค๋ฅด๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ๋ถˆ๊ณผ ๋ช‡ ๋…„ ์ „๊นŒ์ง€๋งŒ ํ•ด๋„ ๊ทœ์ œ์˜ ๋ฒฝ์— ๋ง‰ํ˜€ ์™ธ๋ฉด๋ฐ›๋˜ ํ”„๋ผ์ด๋ฒ„์‹œ ์ฝ”์ธ๋“ค์ด, ์ด์ œ๋Š” ๊ฐœ๋ฐœ์ž์™€ ํˆฌ์ž์ž ๋ชจ๋‘์˜ ๊ด€์‹ฌ ์†์œผ๋กœ ๋Œ์•„์™”์Šต๋‹ˆ๋‹ค.

์ด ๋ณ€ํ™”์˜ ์ถœ๋ฐœ์ ์—๋Š” ์‹ค๋ฆฌ์ฝ˜๋ฐธ๋ฆฌ์˜โ€ฆ

Koyote reposted

x.com/r2Jamong/statuโ€ฆ MEV๊ฐ€ ๋ฌด์กฐ๊ฑด ๋‚˜์œ๊ฒƒ์ผ๊นŒ? MEV๋Š” ์ข…์ข… ์ฒด์ธ์„ ์‚ฌ์šฉํ•˜๋Š” ์‚ฌ๋žŒ๋“ค์—๊ฒŒ ์—„์ฒญ๋‚œ ํ”ผํ•ด๋ฅผ ์ž…ํž์ˆ˜๋„ ์žˆ๋Š” "๊ณต๊ฒฉ"์œผ๋กœ ๊ฐ„์ฃผ๋ฉ๋‹ˆ๋‹ค. ๋•Œ๋ฌธ์— Sui๋Š” ์ธ์šฉ ๊ธ€์ฒ˜๋Ÿผ MEV๊ฐ€ ๊ฑฐ์˜ ๋ถˆ๊ฐ€๋Šฅํ•˜๋‹ค๋Š” ์ ์„ ์ฒด์ธ์˜ ๊ฐ•์ ์œผ๋กœ ๋‚ด์„ธ์šฐ๋ฉฐ ๋งˆ์ผ€ํŒ… ํ•˜๊ธฐ๋„ ํ–ˆ๊ณ ์š”. @MMTFinance ๋ฅผ ์‚ฌ์šฉํ•˜๋Š” ์‚ฌ์šฉ์ž๋“ค์€โ€ฆ

x.com/r2Jamong/statuโ€ฆ Sui์—๋Š” ์™œ MEV์ด์•ผ๊ธฐ๊ฐ€ ์—†์„๊นŒ? ๋””ํŒŒ์ด์—์„œ ๋นผ๋†“์„์ˆ˜ ์—†๋Š” ์ด์Šˆ๋Š” MEV(Maximal Extractable Value) ์ž…๋‹ˆ๋‹ค. ๋ธ”๋ก์ฒด์ธ์€ ์„ ์ž…์„ ์ถœ(๋จผ์ € ๋“ค์–ด์˜จ ํŠธ๋žœ์žญ์…˜์„ ๋จผ์ € ์ฒ˜๋ฆฌ) ํ•˜๋Š”๊ฒŒ ์•„๋‹ˆ๋ผ ๋ธ”๋ก ๋‹จ์œ„๋กœ ์‹คํ–‰ํ•˜๊ธฐ ๋•Œ๋ฌธ์—, ๋ธ”๋ก์„ ๋งŒ๋“œ๋Š” ๋ฐธ๋ฆฌ๋ฐ์ดํ„ฐ๊ฐ€ ์–ด๋–ค ํŠธ๋žœ์žญ์…˜์„ ๋จผ์ €โ€ฆ



Koyote reposted

x.com/r2Jamong/statuโ€ฆ Sui์—๋Š” ์™œ MEV์ด์•ผ๊ธฐ๊ฐ€ ์—†์„๊นŒ? ๋””ํŒŒ์ด์—์„œ ๋นผ๋†“์„์ˆ˜ ์—†๋Š” ์ด์Šˆ๋Š” MEV(Maximal Extractable Value) ์ž…๋‹ˆ๋‹ค. ๋ธ”๋ก์ฒด์ธ์€ ์„ ์ž…์„ ์ถœ(๋จผ์ € ๋“ค์–ด์˜จ ํŠธ๋žœ์žญ์…˜์„ ๋จผ์ € ์ฒ˜๋ฆฌ) ํ•˜๋Š”๊ฒŒ ์•„๋‹ˆ๋ผ ๋ธ”๋ก ๋‹จ์œ„๋กœ ์‹คํ–‰ํ•˜๊ธฐ ๋•Œ๋ฌธ์—, ๋ธ”๋ก์„ ๋งŒ๋“œ๋Š” ๋ฐธ๋ฆฌ๋ฐ์ดํ„ฐ๊ฐ€ ์–ด๋–ค ํŠธ๋žœ์žญ์…˜์„ ๋จผ์ €โ€ฆ

DEX์˜ ์„ธ๊ณ„์— ์˜ค์‹  ์—ฌ๋Ÿฌ๋ถ„๋“ค์˜ ์†Œ์ค‘ํ•œ ๋ˆ์„ ์ง€ํ‚ค๊ธฐ ์œ„ํ•ด ๋ฐ˜๋“œ์‹œ ์•Œ๊ณ ์žˆ์–ด์•ผ ํ•˜๋Š” MEV - ์‰ฌ์šด ์„ค๋ช… (์—ญ์‹œ๋‚˜ ์‰ฝ๊ฒŒ ์„ค๋ช…ํ•˜๊ธฐ ์œ„ํ•ด ์ƒ๋žต๊ณผ ๋น„์•ฝ์ด ์žˆ์Šต๋‹ˆ๋‹ค) DEX์—์„œ ๋ฐˆ์ฝ”๋ฅผ ์‚ฌ๊ธฐ์œ„ํ•ด ์Šค์™‘์„ ํ–ˆ๋Š”๋ฐ ์˜ˆ์ƒ๋ณด๋‹ค ํ›จ์”ฌ ์ ์€ ํ† ํฐ์ด ๋“ค์–ด์™€ ์ด์ƒํ–ˆ๋˜ ๊ฒฝํ—˜์ด ์žˆ์œผ์‹ ๊ฐ€์š”? ๋ฒ„๊ทธ๋‚˜ ์˜ค๋ฅ˜๊ฐ™์€๊ฒŒ ์•„๋‹™๋‹ˆ๋‹ค.โ€ฆ

r2Jamong's tweet image. DEX์˜ ์„ธ๊ณ„์— ์˜ค์‹  ์—ฌ๋Ÿฌ๋ถ„๋“ค์˜ ์†Œ์ค‘ํ•œ ๋ˆ์„ ์ง€ํ‚ค๊ธฐ ์œ„ํ•ด ๋ฐ˜๋“œ์‹œ ์•Œ๊ณ ์žˆ์–ด์•ผ ํ•˜๋Š” MEV - ์‰ฌ์šด ์„ค๋ช…

(์—ญ์‹œ๋‚˜ ์‰ฝ๊ฒŒ ์„ค๋ช…ํ•˜๊ธฐ ์œ„ํ•ด ์ƒ๋žต๊ณผ ๋น„์•ฝ์ด ์žˆ์Šต๋‹ˆ๋‹ค)

DEX์—์„œ ๋ฐˆ์ฝ”๋ฅผ ์‚ฌ๊ธฐ์œ„ํ•ด ์Šค์™‘์„ ํ–ˆ๋Š”๋ฐ ์˜ˆ์ƒ๋ณด๋‹ค ํ›จ์”ฌ ์ ์€ ํ† ํฐ์ด ๋“ค์–ด์™€ ์ด์ƒํ–ˆ๋˜ ๊ฒฝํ—˜์ด ์žˆ์œผ์‹ ๊ฐ€์š”?
๋ฒ„๊ทธ๋‚˜ ์˜ค๋ฅ˜๊ฐ™์€๊ฒŒ ์•„๋‹™๋‹ˆ๋‹ค.โ€ฆ


Koyote reposted

Prediction Markets need to evolve. The current state of prediction markets feels like the early days of DeFi. The competition between @Polymarket and @Kalshi is intensifying. As the competition deepens, the value of both increases and they are moving toward a monopolyโ€ฆ

JumperKid_0's tweet image. Prediction Markets need to evolve.

The current state of prediction markets feels like the early days of DeFi.

The competition between @Polymarket  and @Kalshi  is intensifying.
As the competition deepens, the value of both increases and they are moving toward a monopolyโ€ฆ

Koyote reposted

After accidentally becoming a large XPL community member it prompted me to dig deeper into "Neo Banks" (+ crypto financial products). I was today years old when I realized that Ripple is being referred to as a Neo Bank... it's trading at $183bn. That's 117x the current XPLโ€ฆ

S4mmyEth's tweet image. After accidentally becoming a large XPL community member it prompted me to dig deeper into &quot;Neo Banks&quot; (+ crypto financial products).

I was today years old when I realized that Ripple is being referred to as a Neo Bank... it&apos;s trading at $183bn. That&apos;s 117x the current XPLโ€ฆ

Koyote reposted

ํŽ๋ฑ ํ”„๋กœ์ ํŠธ ํŒ”๋กœ์—… ์†Œ์‹๋“ค๊ณผ ํ–ฅํ›„ ๋ฉ”ํƒ€, ์ดํ›„ ํ”„๋กœ์ ํŠธ๋“ค์— ๋Œ€ํ•œ ๋‚ด ์ƒ๊ฐ(๊ธด๊ธ€) 1. @dango ๐Ÿก @dango ์•„์‹œ์•„ ์ปจํผ๋Ÿฐ์Šค๋ฅผ ๋งˆ์น˜๊ณ  ํˆฌ์ž๋ผ์šด๋“œ๊นŒ์ง€ ๋งŽ์ด ๋…ผ์˜ํ•œ๊ฒƒ ๊ฐ™์Œ ์ด์ œ ๊ณง ๋งˆ์ง€๋ง‰ ํ…Œ์ŠคํŠธ๋„ท์ธ ํ…Œ์ŠคํŠธ๋„ท3๊ฐ€ ์˜คํ”ˆ๋˜๊ณ  ํ•œ๋‹ฌ๋’ค์—๋Š” ๋ฉ”์ธ๋„ท์ด ์—ด๋ฆด ๊ฒƒ ๊ฐ™์Œ ์†”์งํžˆ ํ…Œ์ŠคํŠธ๋„ท ์ดํ›„ ๋ฉ”์ธ๋„ท์—์„œ์˜โ€ฆ


Koyote reposted

์ž‘์„ฑํ–ˆ๋˜ ZK ๊ธ€ ์ •๋ฆฌ 1. ZK๊ฐ€ ๋ธ”๋ก์ฒด์ธ์˜ ํ•œ๊ณ„๋ฅผ ๊นจ๋ถ€์ˆ  ํ˜์‹  ๋„๊ตฌ์ธ ์ด์œ  x.com/r2Jamong/statuโ€ฆ 2. ZK ์ฆ๋ช… ์ƒํƒœ๊ณ„ x.com/r2Jamong/statuโ€ฆ 3. ZK ์ฆ๋ช… ๊ด€๋ จ ๊ธฐ์ˆ ์  ์šฉ์–ด ์ •๋ฆฌ x.com/r2Jamong/statuโ€ฆ -- ์ด๋”๋ฆฌ์›€ 4. ZK๋กœ์˜ ์ „ํ™˜์— ์˜ฌ์ธํ•˜๋Š” ์ด๋”๋ฆฌ์›€ x.com/r2Jamong/statuโ€ฆ 5.โ€ฆ

ZK๋กœ์˜ ์ „ํ™˜์— โ€œ์˜ฌ์ธโ€ ํ•˜๋Š” ์ด๋”๋ฆฌ์›€ : 1๋…„ ์ด๋‚ด์— ๋ฆฌ์–ผํƒ€์ž„ ํ”„๋ฃจ๋น™์ด ๊ฐ€๋Šฅํ•œ L1 zkEVM์„ ์ถœ์‹œํ•œ๋‹ค โ€œEthereum is going all in on ZKโ€ ์ง€๋‚œ 7์›” 10์ผ ์ด๋”๋ฆฌ์›€ ์žฌ๋‹จ์ด ์—…๋กœ๋“œํ•œ ZK๋กœ์˜ ์ „ํ™˜์— ๋Œ€ํ•œ ๊ตฌ์ฒด์  ๋ชฉํ‘œ๊ฐ€ ํฌํ•จ๋œ ๋ธ”๋กœ๊ทธ ํฌ์ŠคํŒ…์˜ ์ฒซ ๋ฌธ์žฅ์ž…๋‹ˆ๋‹ค. Layer 1 ๋ธ”๋ก์ฒด์ธ์ธ ์ด๋”๋ฆฌ์›€์ด ์™„์ „ํžˆ ZK๋ฅผโ€ฆ

r2Jamong's tweet image. ZK๋กœ์˜ ์ „ํ™˜์— โ€œ์˜ฌ์ธโ€ ํ•˜๋Š” ์ด๋”๋ฆฌ์›€
: 1๋…„ ์ด๋‚ด์— ๋ฆฌ์–ผํƒ€์ž„ ํ”„๋ฃจ๋น™์ด ๊ฐ€๋Šฅํ•œ L1 zkEVM์„ ์ถœ์‹œํ•œ๋‹ค

โ€œEthereum is going all in on ZKโ€
์ง€๋‚œ 7์›” 10์ผ ์ด๋”๋ฆฌ์›€ ์žฌ๋‹จ์ด ์—…๋กœ๋“œํ•œ ZK๋กœ์˜ ์ „ํ™˜์— ๋Œ€ํ•œ ๊ตฌ์ฒด์  ๋ชฉํ‘œ๊ฐ€ ํฌํ•จ๋œ ๋ธ”๋กœ๊ทธ ํฌ์ŠคํŒ…์˜ ์ฒซ ๋ฌธ์žฅ์ž…๋‹ˆ๋‹ค.

Layer 1 ๋ธ”๋ก์ฒด์ธ์ธ ์ด๋”๋ฆฌ์›€์ด ์™„์ „ํžˆ ZK๋ฅผโ€ฆ


Koyote reposted

๋ชจ๋“  L1๋“ค์€ ์ด๋”๋ฆฌ์›€ L2๋กœ ๋Œ์•„์˜ฌ๊นŒ? ํฅ๋ฏธ๋กœ์šด ๊ธ€์ด ์žˆ์–ด ๊ฐ€์ ธ์™€ ์ œ ์ƒ๊ฐ์„ ๋”ํ•ด๋ด…๋‹ˆ๋‹ค. ์ƒ๊ฐํ•ด๋ณผ๋งŒํ•œ ๋ถ€๋ถ„์ด ๋งŽ๊ธฐ ๋•Œ๋ฌธ์— ๊ธธ์ง€๋งŒ ์›๋ฌธ์„ ์ „๋ถ€ ์ฝ์–ด๋ณด๋Š”๊ฒƒ์„ ์ถ”์ฒœํ•ฉ๋‹ˆ๋‹ค. (๋ฌด์—‡๋ณด๋‹ค ์ฒจ๋ถ€ํ•œ ์ด๋ฏธ์ง€๊ฐ€ ์—„์ฒญ ๋งˆ์Œ์— ๋“œ๋„ค์š”.) ํ˜„์žฌ ์กด์žฌํ•˜๋Š” ๋Œ€๋ถ€๋ถ„์˜ ๋ธ”๋ก์ฒด์ธ๋“ค์€ @ethereum ์œผ๋กœ๋ถ€ํ„ฐ ํŒŒ์ƒ๋˜์—ˆ๋‹ค ํ•ด๋„โ€ฆ

r2Jamong's tweet image. ๋ชจ๋“  L1๋“ค์€ ์ด๋”๋ฆฌ์›€ L2๋กœ ๋Œ์•„์˜ฌ๊นŒ?

ํฅ๋ฏธ๋กœ์šด ๊ธ€์ด ์žˆ์–ด ๊ฐ€์ ธ์™€ ์ œ ์ƒ๊ฐ์„ ๋”ํ•ด๋ด…๋‹ˆ๋‹ค.
์ƒ๊ฐํ•ด๋ณผ๋งŒํ•œ ๋ถ€๋ถ„์ด ๋งŽ๊ธฐ ๋•Œ๋ฌธ์— ๊ธธ์ง€๋งŒ ์›๋ฌธ์„ ์ „๋ถ€ ์ฝ์–ด๋ณด๋Š”๊ฒƒ์„ ์ถ”์ฒœํ•ฉ๋‹ˆ๋‹ค. 
(๋ฌด์—‡๋ณด๋‹ค ์ฒจ๋ถ€ํ•œ ์ด๋ฏธ์ง€๊ฐ€ ์—„์ฒญ ๋งˆ์Œ์— ๋“œ๋„ค์š”.)

ํ˜„์žฌ ์กด์žฌํ•˜๋Š” ๋Œ€๋ถ€๋ถ„์˜ ๋ธ”๋ก์ฒด์ธ๋“ค์€ @ethereum ์œผ๋กœ๋ถ€ํ„ฐ ํŒŒ์ƒ๋˜์—ˆ๋‹ค ํ•ด๋„โ€ฆ

Koyote reposted

์ถœ๊ทผ๊ธธ ๊ฐ€๋ณ๊ฒŒ ์ฝ์–ด๋ณผ๋งŒํ•œ ์˜ˆ์ธก์‹œ์žฅ ์žฌ๋ฐŒ๋Š” ์ฐ - ํŠธ๋Ÿผํ”„ ์ˆ์œผ๋กœ 5๋งŒ8์ฒœ๋ถˆ ๋ฒˆ ๋น„ํƒˆ๋ฆญ ๋ธ”๋ก์ฒด์ธ์—๋Š” polymarket, @trylimitless ๋“ฑ๋“ฑ ๋‹ค์–‘ํ•œ ์˜ˆ์ธก์‹œ์žฅ ํ”Œ๋žซํผ์ด ์กด์žฌํ•ฉ๋‹ˆ๋‹ค. ํ˜„์‹ค ์„ธ์ƒ์˜ ๋‹ค์–‘ํ•œ ์‚ฌ๊ฑด๋“ค(์„ ๊ฑฐ, ์Šคํฌ์ธ , ์ฃผ๊ฐ€, ๋‚ ์”จ ๋“ฑ๋“ฑ)์— ๋Œ€ํ•œ ๊ฒฐ๊ณผ์— ๋ˆ์„ ๊ฑฐ๋Š” ๊ฒƒ์ด์ฃ . ์ด ์˜ˆ์ธก์‹œ์žฅ์„ ์ข‹์•„ํ•˜๋Š” ํฌ๋ฆฝํ† โ€ฆ

r2Jamong's tweet image. ์ถœ๊ทผ๊ธธ ๊ฐ€๋ณ๊ฒŒ ์ฝ์–ด๋ณผ๋งŒํ•œ ์˜ˆ์ธก์‹œ์žฅ ์žฌ๋ฐŒ๋Š” ์ฐ
- ํŠธ๋Ÿผํ”„ ์ˆ์œผ๋กœ 5๋งŒ8์ฒœ๋ถˆ ๋ฒˆ ๋น„ํƒˆ๋ฆญ

๋ธ”๋ก์ฒด์ธ์—๋Š” polymarket, @trylimitless ๋“ฑ๋“ฑ ๋‹ค์–‘ํ•œ ์˜ˆ์ธก์‹œ์žฅ ํ”Œ๋žซํผ์ด ์กด์žฌํ•ฉ๋‹ˆ๋‹ค. ํ˜„์‹ค ์„ธ์ƒ์˜ ๋‹ค์–‘ํ•œ ์‚ฌ๊ฑด๋“ค(์„ ๊ฑฐ, ์Šคํฌ์ธ , ์ฃผ๊ฐ€, ๋‚ ์”จ ๋“ฑ๋“ฑ)์— ๋Œ€ํ•œ ๊ฒฐ๊ณผ์— ๋ˆ์„ ๊ฑฐ๋Š” ๊ฒƒ์ด์ฃ .

์ด ์˜ˆ์ธก์‹œ์žฅ์„ ์ข‹์•„ํ•˜๋Š” ํฌ๋ฆฝํ† โ€ฆ

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