mikey-1
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翻訳
crypto incentives in one sentence:
points and tokens have unlimited upside, vouchers and dollars don't
points and tokens have unlimited upside, vouchers and dollars don't
翻訳
one reason to be bearish CEXs is that the avg project quality will go up in the future
less teams will look for quick exit liq, and more teams will use efficient methods (HIP-1/3) to list tokens
retail chases hype on CEXs, pros will find the good tokens wherever they are
less teams will look for quick exit liq, and more teams will use efficient methods (HIP-1/3) to list tokens
retail chases hype on CEXs, pros will find the good tokens wherever they are
翻訳
prediction market idea:
decay curve for PnL % fee for takers
in block 0, PnL % fee is 50%, at end of decay (e.g. 3 hrs), fee is 0%
someone who made 10k in first minute pays 5k to makers
makers can quote tighter early on, liq high early on, mrkt more efficient from block 0
decay curve for PnL % fee for takers
in block 0, PnL % fee is 50%, at end of decay (e.g. 3 hrs), fee is 0%
someone who made 10k in first minute pays 5k to makers
makers can quote tighter early on, liq high early on, mrkt more efficient from block 0
翻訳
from a pure product/fundamentals perspective, i don't think anyone will get close to hyperliquid this cycle
but... funny things happen in speculation-based markets
i remember the Merit Circle / YGG flippening, SUSHI / UNI...
in a hot market, some beta chasers will do well
but... funny things happen in speculation-based markets
i remember the Merit Circle / YGG flippening, SUSHI / UNI...
in a hot market, some beta chasers will do well
翻訳
what's the biggest reason why there's no onchain poker at scale? web2 painpoints are obvious: all on centralized rails, friction around money flows, corruption etc
seems like either:
1) builders are too theoretical wrt onchain = slow
2) bigger games to play (BJ, roulette)
seems like either:
1) builders are too theoretical wrt onchain = slow
2) bigger games to play (BJ, roulette)
原文参照
オンチェーンポーカーが大規模に存在しない最大の理由は何ですか？ウェブ3の問題点は明らかです：すべてが中央集権的なレール上にあり、資金の流れに摩擦があり、腐敗などがあります。
どうやら次のいずれかのようです：
1) ビルダーはオンチェーンに関して理論的すぎる = 遅い
2) より大きなゲームをプレイする（BJ、ルーレット）
どうやら次のいずれかのようです：
1) ビルダーはオンチェーンに関して理論的すぎる = 遅い
2) より大きなゲームをプレイする（BJ、ルーレット）
翻訳
truth: there will be perp dexs in the future that are both
1) faster (latency wise)
2) more private (dark pools)
and this likely leads to meaningful market share being captured by protocols not named hyperliquid
1) faster (latency wise)
2) more private (dark pools)
and this likely leads to meaningful market share being captured by protocols not named hyperliquid
翻訳
truth: there will be perp dexs in the future that are both
1) faster (latency wise)
2) more private (dark pools)
and this likely leads to more market share being capture by protocols not named hyperliquid
1) faster (latency wise)
2) more private (dark pools)
and this likely leads to more market share being capture by protocols not named hyperliquid
翻訳
the next big perp dex winner is one that allows for anonymous positions as a native feature
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there are two ways to control toxic flow
1. ban their access (casinos, sportsbooks)
2. offload the flow to an outside party (exchanges)
1. ban their access (casinos, sportsbooks)
2. offload the flow to an outside party (exchanges)
翻訳
memecoins are still largely an access-based game rather than a skill one
popularity of skill games r growing in web2, specifically poker
v excited about crypto-native skill-based games (prediction markets r a start)
would like to see fantasy, survivor, tournament-style models
popularity of skill games r growing in web2, specifically poker
v excited about crypto-native skill-based games (prediction markets r a start)
would like to see fantasy, survivor, tournament-style models
原文参照
エアドロップ、または将来のものに対する認識は、配布を得る最も早い方法です
中には他よりも長く残るものもあります
中には他よりも長く残るものもあります
翻訳
deFi-to-tradFi gold volumes: ~$250M to ~$250B (0.1%)
onchain-to-offchain t-bills: ~$6B to ~$6T (0.1%)
think these numbers move up meaningfully over the next few years
onchain-to-offchain t-bills: ~$6B to ~$6T (0.1%)
think these numbers move up meaningfully over the next few years
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