4466
Jon Charbonneau
@joncharbonneau #4466
Co-founder @dba | Co-host @ucc | 🦖
28113 Follower 153 Following
Huge thank you to @ansgar.eth & @!16191 for coming on!
We had a ton of fun going back and forth here
Lot of the Twitter convo re staking changes has been unsurprisingly more contentious than needed
Super well thought out & well intentioned research + proposal even if we disagree on some stuff 😁
We had a ton of fun going back and forth here
Lot of the Twitter convo re staking changes has been unsurprisingly more contentious than needed
Super well thought out & well intentioned research + proposal even if we disagree on some stuff 😁
18669
Uncommon Core 2.0
@ucc·12:13 22/03/2024
ETHEREUM STAKING ENDGAME
@hasu & @joncharbonneau brought on @ansgar.eth & @!16191 from the EF following their latest research & proposal to change ETH issuance
2.5 hours going deep on PoS economics, LSTs, restaking, economic security & more
Links below 👇
@hasu & @joncharbonneau brought on @ansgar.eth & @!16191 from the EF following their latest research & proposal to change ETH issuance
2.5 hours going deep on PoS economics, LSTs, restaking, economic security & more
Links below 👇
Most comprehensive breakdown of Solana vs. Ethereum fee markets & block production
Including in- & out-of-protocol proposals for Solana like multidimensional per-account fees & scheduler improvements
https://mirror.xyz/eclipsemainnet.eth/GTrrYpmxSY1ubQ0SEV5akF7EZXgA2XFr7FEjM3CUuaE
Including in- & out-of-protocol proposals for Solana like multidimensional per-account fees & scheduler improvements
https://mirror.xyz/eclipsemainnet.eth/GTrrYpmxSY1ubQ0SEV5akF7EZXgA2XFr7FEjM3CUuaE
Favorite podcast I’ve ever done! Thanks as always Mike for amazing job hosting us
2 hours of everything about LSTs:
- LSM & two-tier staking
- LSTs & moneyness
- Restaking
- LST market structure & demand drivers
- How L2s change LST power balance
- Stride’s stTIA Celestia LST
2 hours of everything about LSTs:
- LSM & two-tier staking
- LSTs & moneyness
- Restaking
- LST market structure & demand drivers
- How L2s change LST power balance
- Stride’s stTIA Celestia LST
20298
Mippo
@mippo·17:49 05/02/2024
New Bell Curve episode with @joncharbonneau and Aidan Salzmann.
This was one of my favorite pods of all time, topics include:
1. LST dynamics across ecosystems
2. Moneyness and demand drivers
4. Celestia opportunity & modular money
Links below enjoy!
Spotify: https://spoti.fi/3ujjfNj
Apple: https://apple.co/42qKrpO
This was one of my favorite pods of all time, topics include:
1. LST dynamics across ecosystems
2. Moneyness and demand drivers
4. Celestia opportunity & modular money
Links below enjoy!
Spotify: https://spoti.fi/3ujjfNj
Apple: https://apple.co/42qKrpO
Is there any way to get rid of the *recommended in X channel* casts being on the home TL? Takes up a lot of it, just want a simple following non algo option
Wrote some stuff about LSTs
Realizing most of the smart ppl left Twitter now so gonna try out farcaster again for this one
Happy to discuss any of the tech stuff in here, lot of the Cosmos stuff like LSM broadly applicable to ETH world too
https://dba.xyz/modular-money-liquid-staking-for-people-in-a-hurry/
Realizing most of the smart ppl left Twitter now so gonna try out farcaster again for this one
Happy to discuss any of the tech stuff in here, lot of the Cosmos stuff like LSM broadly applicable to ETH world too
https://dba.xyz/modular-money-liquid-staking-for-people-in-a-hurry/
My favorite SBC talks so far:
SBC Monday - https://www.youtube.com/watch?v=E4YkppHQZgw
@!16191 - Time is Money: Strategic Timing Games in Proof-of-Stake Protocols
SBC Tuesday - https://youtube.com/live/Nx5bgyJ7SJ4?feature=share
@dankrad - Data Availability Sampling: Theory and Practice in 2023
SBC Monday - https://www.youtube.com/watch?v=E4YkppHQZgw
@!16191 - Time is Money: Strategic Timing Games in Proof-of-Stake Protocols
SBC Tuesday - https://youtube.com/live/Nx5bgyJ7SJ4?feature=share
@dankrad - Data Availability Sampling: Theory and Practice in 2023
does something like treeverse happen to exist for farcaster?
was legit my favorite part of using twitter until they nuked access and killed it a few months ago
makes it 1000x better navigating big threads that branch into a bunch of debates
https://treeverse.app/
was legit my favorite part of using twitter until they nuked access and killed it a few months ago
makes it 1000x better navigating big threads that branch into a bunch of debates
https://treeverse.app/
gonna start using farcaster again, might as well start with a controversial one lol
one of my concerns with much of the Lido discussion is that it may degrade the credibility of social consensus as line of last resort
(respect dannys & appreciate points btw, just using as example bc it got a lot of attention/EF RT)
one of my concerns with much of the Lido discussion is that it may degrade the credibility of social consensus as line of last resort
(respect dannys & appreciate points btw, just using as example bc it got a lot of attention/EF RT)
Complete guide to:
- Sequencer decentralization
- Shared sequencers
- X-chain atomicity
- MEV-awareness for rollups
- Where SUAVE fits in
- Decentralizing proving
https://open.substack.com/pub/joncharbonneau/p/rollups-arent-real?r=ils21&utm_medium=ios&utm_campaign=post
- Sequencer decentralization
- Shared sequencers
- X-chain atomicity
- MEV-awareness for rollups
- Where SUAVE fits in
- Decentralizing proving
https://open.substack.com/pub/joncharbonneau/p/rollups-arent-real?r=ils21&utm_medium=ios&utm_campaign=post
This is a detailed functional Ethereum model including long-term roadmap items
Flexible to easily run any scenarios/timing (eg, when 4844, danksharding, rollup data compression rates, staking rates, fees, MEV burn, issuance, etc)
https://docs.google.com/spreadsheets/d/1UlxKC98STwN-AoonytC-qOscZ_99fAMpMvB6EfGGe9E/edit
Flexible to easily run any scenarios/timing (eg, when 4844, danksharding, rollup data compression rates, staking rates, fees, MEV burn, issuance, etc)
https://docs.google.com/spreadsheets/d/1UlxKC98STwN-AoonytC-qOscZ_99fAMpMvB6EfGGe9E/edit
My consideration of SUAVE Chain economic models, and argument for why it should be a rollup
Just posted on the Flashbots forum https://i.imgur.com/HrQMxE1.jpg
Just posted on the Flashbots forum https://i.imgur.com/HrQMxE1.jpg
How long until it’s computationally feasible to use things like MPC/FHE for uses as complicated as OFAs/decentralized block building?
What are the major performance improvement hurdles from here to there?
Running first twitter vs farcaster simulpost test where the smart ppl at
What are the major performance improvement hurdles from here to there?
Running first twitter vs farcaster simulpost test where the smart ppl at
