2236
aminiman.eth
@amin #2236
FID 2236 // Research Analyst @ evmcapital.com // Grants @ sws.xyz // governance @collabland
1258 Follower 430 Following
I think we’re in a place where we can move away from TVL being THE metric for L1s and L2s.
From a retrospect, TVL came from an era where DeFi was the only web3 vertical, and the only business model was about yield (based on AUM).
That said, the business model of chains is about transactions. Finally we’re seeing activities that generates usage of a chain (Social, ID, Supply Chain, Gig Economy, DePIN) where other upcoming applications may not increase TVL, but will still generate revenue for their blockchain ecosystem.
From this standpoint, L1s/L2s are effectively virtual economies, and their resilience comes from a diversity of applications that provide services to each other.
I’m happy that we’re now seeing a more vibrant and diverse economy of apps, one that I hope will attract and sustain with positive feedback loops. TVL alone can't reflect any of that.
From a retrospect, TVL came from an era where DeFi was the only web3 vertical, and the only business model was about yield (based on AUM).
That said, the business model of chains is about transactions. Finally we’re seeing activities that generates usage of a chain (Social, ID, Supply Chain, Gig Economy, DePIN) where other upcoming applications may not increase TVL, but will still generate revenue for their blockchain ecosystem.
From this standpoint, L1s/L2s are effectively virtual economies, and their resilience comes from a diversity of applications that provide services to each other.
I’m happy that we’re now seeing a more vibrant and diverse economy of apps, one that I hope will attract and sustain with positive feedback loops. TVL alone can't reflect any of that.
TIL that in Warsaw, the water supply is controlled by 8 clams
the water supply for 1.8M Polish people is managed by
8 LITERAL CLAMS
I’m just saying
Your solution might be over-engineered for your requirements
Simple design is elegant design
the water supply for 1.8M Polish people is managed by
8 LITERAL CLAMS
I’m just saying
Your solution might be over-engineered for your requirements
Simple design is elegant design
Autonomous Hackathon submissions coming in! So far 33 and counting!
If you're submitting for the hackathon, there are now two jokerace submission links!
1/ https://www.jokerace.io/contest/base/0xf850db6383a8a624e1e1192b39289237f9cf46e8
2/ https://jokerace.io/contest/base/0xa3a586e410164140d9e71c8b0ed460a95a239513
For anyone that had trouble submitting their agents, please choose 2/ as the submission timeline has been extended for one more day until 12pm EST tomorrow.
Thanks to those who’ve participated during the AI Agent hackathon! Winners will be announced this coming Monday.
If you're submitting for the hackathon, there are now two jokerace submission links!
1/ https://www.jokerace.io/contest/base/0xf850db6383a8a624e1e1192b39289237f9cf46e8
2/ https://jokerace.io/contest/base/0xa3a586e410164140d9e71c8b0ed460a95a239513
For anyone that had trouble submitting their agents, please choose 2/ as the submission timeline has been extended for one more day until 12pm EST tomorrow.
Thanks to those who’ve participated during the AI Agent hackathon! Winners will be announced this coming Monday.
Gm /dev! Sharing info here for our virtual AI agent hackathon on Dec 9-13!
Led by @gaianet, our partners include @coinbase, @hatsprotocol, @eigenfoundation, @bountycaster, @storyprotocol, @collabland, @safe, and others that are rewarding up to $50k in bounties!
When: 9:30 AM EST, Monday, 12/9
Where: Twitter/X Live Stream
What to Expect at the Opening Ceremony:
⁃ Introduce the Team
⁃ Announce the Hackathon Tracks
⁃ Reveal Bounties
⁃ Meet the Partners
This ceremony sets the tone for a week-long session, while converging AI and Web3 solutions to chart new frontiers in autonomy.
Important Dates:
⁃ Kickoff: 12/9
⁃ Submissions Due: 12/13
⁃ Demo Day and Winner Announcement: 12/14
Register with the link below and join our Telegram channel for resources and support!
https://lu.ma/4vt76uvk
Led by @gaianet, our partners include @coinbase, @hatsprotocol, @eigenfoundation, @bountycaster, @storyprotocol, @collabland, @safe, and others that are rewarding up to $50k in bounties!
When: 9:30 AM EST, Monday, 12/9
Where: Twitter/X Live Stream
What to Expect at the Opening Ceremony:
⁃ Introduce the Team
⁃ Announce the Hackathon Tracks
⁃ Reveal Bounties
⁃ Meet the Partners
This ceremony sets the tone for a week-long session, while converging AI and Web3 solutions to chart new frontiers in autonomy.
Important Dates:
⁃ Kickoff: 12/9
⁃ Submissions Due: 12/13
⁃ Demo Day and Winner Announcement: 12/14
Register with the link below and join our Telegram channel for resources and support!
https://lu.ma/4vt76uvk
As much as it hurts, The New Day Anniversary segment was CINEMA.
Only 10 years of stories and character development could make diehards emotionally invested in this outcome.
This is up there with Kevin Owens betraying Chris Jericho during their Friendship Festival
Only 10 years of stories and character development could make diehards emotionally invested in this outcome.
This is up there with Kevin Owens betraying Chris Jericho during their Friendship Festival
Gm devs! Sharing info here for our upcoming AI agent hackathon on Dec 9-13!
Got a good group of partners w/ @coinbase, @hatsprotocol, @bountycaster, @storyprotocol, @collabland and others that will host workshops for over $20k in bounties!
Also If you’re a project that builds and supports AI agent infrastructure and want to partner, plz DM me and I’ll be happy to forward more details.
Addling the link to the the event here
https://lu.ma/4vt76uvk
Got a good group of partners w/ @coinbase, @hatsprotocol, @bountycaster, @storyprotocol, @collabland and others that will host workshops for over $20k in bounties!
Also If you’re a project that builds and supports AI agent infrastructure and want to partner, plz DM me and I’ll be happy to forward more details.
Addling the link to the the event here
https://lu.ma/4vt76uvk
2 years, 2 months, 13 days ago - honestly crazy since witnessing the number of eras that FC has gone thru.
Shoutout to @cashlessman.eth for the frame!
Shoutout to @cashlessman.eth for the frame!
A typical Belgian night at 9:30
Greetings from Brussels!
Let’s connect if you’re around!
Let’s connect if you’re around!
https://forms.gle/7DyFkpfqGDWGvAS9A
Sharing to those building on Arbitrum: There will be a demo day held on Sunday July 7th by Arbitrum DAO, at GovHack during ETHcc
I'm helping to coordinate the event and we’re looking for projects to come and pitch/showcase. Will have investors attending as well.
If you and/or your team will be in Brussels, and free available on July 7th, Apply at the link above ⬆️
Also, please share this to other ARB projects in your network that will be in Brussels and may want to pitch/demo their product/protocol as well. Thanks!!
Sharing to those building on Arbitrum: There will be a demo day held on Sunday July 7th by Arbitrum DAO, at GovHack during ETHcc
I'm helping to coordinate the event and we’re looking for projects to come and pitch/showcase. Will have investors attending as well.
If you and/or your team will be in Brussels, and free available on July 7th, Apply at the link above ⬆️
Also, please share this to other ARB projects in your network that will be in Brussels and may want to pitch/demo their product/protocol as well. Thanks!!
Here at Consensus! Would love to connect with anyone here if you’re attending 🙌
I am the SERVANT
Going here to commemorate my first FarCon - shout out to @matchaxyz for this hookup and letting me memorialize this experience!
Friendly reminder: we got our Frames Dev meetup coming up tomorrow Thursday! Special thanks to @woj.eth from @super and EigenLayer for hosting!
Link below to register. Food will be provided. See you tomorrow!
https://lu.ma/wuyemkt6
Link below to register. Food will be provided. See you tomorrow!
https://lu.ma/wuyemkt6
We have our Frames Dev meetup coming up Thursday during FarCon! Kudos to @woj.eth from @super and EigenLayer for hosting!
Link below to register. See you there!
https://lu.ma/wuyemkt6
Link below to register. See you there!
https://lu.ma/wuyemkt6
GDC this week in SF! LFGGGGG
Plz ping me if anyone here will be there! Would love to connect 🙌
Plz ping me if anyone here will be there! Would love to connect 🙌
Always love my time spent here at the Geisel Library 📚
UCSD FTW 🙌
UCSD FTW 🙌