Ian @Ian_Unsworth Twitter profile

Pinned Tweet

Ian

11 months

for those not paying attention, 42% of staked ETH are now in the form of an LST , this trend is NOT slowing. same will happen for the Cosmos ecosystem. LSTs simply provide superior crypto-economic utility

Aidan | Stride

@aidan0x

11 months

If you need proof - look at LST growth in DeFi protocols stETH vs WETH stETH as DAI collateral LST vs. DEX TVL list goes on

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Ian

@Ian_Unsworth

3 months

$DYM Bull Case / Bear Case CT is pretty torn on this coin. Free tokens fall into your lap and suddenly you have to quickly form an opinion on a coin you know nothing about. The only benchmark valuation is $ALT, another RaaS provider ($3.5bn fdv), but the structure is completely

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Ian

@Ian_Unsworth

5 months

> be airdrop threadoooorr > *24 hours ago* > no idea what Dymension is > no idea what a Rollapp is > *airdrop announcement* > "yeah $10bn FDV seems fair" collective genius szn is upon us

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Ian

@Ian_Unsworth

3 years

the tipppooooooooorrrr cc @satsdart

The Block

@TheBlock__

3 years

NEW: Twitter rolls out bitcoin tipping for iOS users via Lightning, looks to NFTs for the future by @AislinnKeely

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Ian

@Ian_Unsworth

2 years

Frax Finance has quietly become the largest DAO holder of $CVX tokens, while expertly executing a brilliant strategy to set themselves up as a dominant force in the Curve Wars & DeFi ecosystem at large. How did they do it? $FRAX $FXS $CVX $CRV $TOKE

Frax Finance; an Algo-Stable Above the Rest

Frax Finance has quietly become the largest DAO holder of CVX tokens, while expertly executing a brilliant strategy to set them up as a dominant force in the Curve Wars and DeFi ecosystem at large.

unsworth.substack.com

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Ian

@Ian_Unsworth

2 years

@RyanSAdams this is so misleading man. they liquidated 3AC on a $1bn over-collateralized loan and a core part of their business is literally lending to institutions. how is this an anyway surprising?

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Ian

@Ian_Unsworth

1 month

Excited to release our first monthly report on the state of Liquid Restaking Tokens (LRTs) on @eigenlayer ! With coverage on: @RenzoProtocol @ether_fi @puffer_finance @KelpDAO @swellnetworkio Today, LRTs constitute ~73% of all deposits on the platform, making them the most

Kairos Research

@Kairos_Res

1 month

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Ian

@Ian_Unsworth

22 days

I understand pie is in vogue Was digging into Karak TVL this morning & found that 75% of it is comprised of EigenLayer LRTs + LRT Derivatives via Pendle A restaking platform secured by tokens securing another restaking platform

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Ian

@Ian_Unsworth

5 months

Looks like Coinbase is doing some test transactions for $JTO source: chain received 5 JTO: sent 1 JTO:

Real-time Scanning Tool for Solana Network

The user-friendly and real-time update Scanning Tool for the Solana Ecosystem. Track your $SOL and Solana-related tokens to get information on transactions, blocks and token details.

solscan.io

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Ian

@Ian_Unsworth

11 years

Apparently number 19 was correct http://t.co/fseZkt4BU8

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Ian

@Ian_Unsworth

17 days

Here are my high-level takeways First off - this is not your average "useless governance token" and it shouldn't be. EL is a new incentive layer on top of the largest & most robust layer-1 PoS chain in existence, and the token plays a key role in disputing "inter-subjective

Ian

@Ian_Unsworth

17 days

Reading through the $EIGEN whitepaper now - will post a high level synthesis and any open questions here in a bit

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Ian

@Ian_Unsworth

2 years

@zerohedge total fund is $1.4 trillion, i think they'll make it through winter

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Ian

@Ian_Unsworth

5 months

Spot BTC ETF BTC halvening Rate Cuts L2 Airdrops (many) Eigenlayer Launch (huge) Solana accelerated maturation DePin (actually happening lol) Cosmos eco DeFi renaissance RWA accelerated maturation New stablecoin primitives 2024, lfg

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Ian

@Ian_Unsworth

2 years

@RyanSAdams idk man, celsius users seem pretty decentralized from their finances right now

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Ian

@Ian_Unsworth

7 months

BREAKING: Taylor Swift & Travis Kelce formally denounce native LST enshrinement on Ethereum 🤯

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Ian

@Ian_Unsworth

2 years

Very excited to have my first published piece by @MessariCrypto go live! Understanding Curve/Convex/Votium is crucial to understanding the incentives surrounding the broader DeFi ecosystem. Learn something today, anon

The Convex Complex: How Convex Finance is Shaping DeFi

How has this 7-month-old protocol amassed $16b+ in TVL and strategically cemented itself as the King Maker of the Curve ecosystem, and an extremely influential force in the entire DeFi ecosystem?

messari.io

Messari

@MessariCrypto

2 years

1/ As the importance of @CurveFinance 's governance-powered inflation distribution rises, @ConvexFinance enters center stage. Convex simplifies the Curve boosting experience in order to maximize yields. In many ways, Convex & Curve operate in a symbiotic manner.

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Ian

@Ian_Unsworth

3 months

At @Kairos_Res we've been longtime fans of $AKT, but we see 2 potential step function improvements that could improve protocol fundamentals and better align economic incentives for key stakeholders in the network. We'll be publishing a short piece this week to gather community

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Ian

@Ian_Unsworth

3 months

Largest holders of @ethena_labs $USDe (EOAs only) * = investor *Amber Group - $22m (5.3% of supply) Unknown, ByBit funded wallet - $10m (2.4% of supply) *Wintermute - $8m (2% of supply) Unknown, CB funded wallet - $5m (1.21% of supply) Unknown, Binance funded wallet - $2.1m

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Ian

@Ian_Unsworth

23 days

Looks like @RenzoProtocol has secured a spot on Binance's Launchpool - here are some additional details we now know re their tokenomics & important second order effects: The token distributions look relatively similar here, with the most notable difference coming down to Renzo

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Ian

@Ian_Unsworth

2 years

i can see @nansen_ai capturing a *significant* amount of marketshare over the next several months. leader in on-chain analytics, actual informative research ( @nansen_alpha ), great UI. wouldn't be surprised to see them launch a compliance (AML/KYC) tool as well

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Ian

@Ian_Unsworth

1 month

Pretty wild to see @ether_fi 's liquid product become the largest yield aggregator by TVL after being live for less than a month LRTs will continue to dominate DeFi - things are still just getting started

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Ian

@Ian_Unsworth

4 years

@schizoanalytic A lot of people aren’t ready to have this conversation 💆🏻‍♂️

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Ian

@Ian_Unsworth

3 months

Noticed $WLD was ripping & I never actually dug deep into it, here are some things i found: If you recall, this token was largely ignored & discredited around its launch, likely stemming from a mixture of bear market blues & resentment towards AI folks. Oh, and the orb - people

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Ian

@Ian_Unsworth

3 years

there’s no such thing as the perfect social a—

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Ian

@Ian_Unsworth

9 years

You probably have a better chance of getting struck by lightening and wining the lottery than Gwinnett County closing schools tomorrow

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Ian

@Ian_Unsworth

4 months

dropping a deep dive on EigenLayer ecosystem this week: AVS, Operators, Rollups, LRTs, etc what is your biggest bull/bear case for Eigen?

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Ian

@Ian_Unsworth

17 days

Reading through the $EIGEN whitepaper now - will post a high level synthesis and any open questions here in a bit

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Ian

@Ian_Unsworth

10 months

A few major catalysts are coming to the Cosmos that will unlock user adoption and on-chain liquidity by several orders of magnitude. These are the things I'm excited about & why I'm joining @stride_zone as a contributor: 🧵 👇 #CosmosSZN

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Ian

@Ian_Unsworth

9 days

Don't know much about Swell? Don't worry - we've got you covered Deep dive report on them dropping this week from @Kairos_Res 📊 We'll leak this chart as a teaser 👀 28 Days, 0-$1bn+ TVL - study run away growth, reflexive flywheels, and the ETH meta game

Swell

@swellnetworkio

9 days

$1 Billion Pre-Launch TVL! 📈 The Swell L2 story is just getting started. 🌊⛓️

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Ian

@Ian_Unsworth

4 months

🔍🌐 Uncovering the Potential of EigenLayer: A Comprehensive Exploration 🌐🔍 I've been keeping a close eye on @eigenlayer since Nov of 22' when it was still just an idea being fleshed out. Fast forward to today and they've amassed with a TVL of over $1.74 Billion & their

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Ian

@Ian_Unsworth

4 years

@profgalloway Frequency of word use in S1: Revolution(ary) - 4 Data-Driven - 13 Innovation(s) - 21 Sleep Economy - 59 Technology - 88 Sleep - 611 Realistically, just a great brand, selling mattresses D2C with roughly 50% margins. Valued at $1.1b.... 🤔 #NoMercyNoMalice draft added

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Ian

@Ian_Unsworth

10 years

OMG plz help!! 🙏🙏🙏 http://t.co/i1ndPrD5J9

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Ian

@Ian_Unsworth

2 years

@Blockworks_ these kinds of tweets are great for engagement, but a net-negative imo. Say the source, link the source, actually inform people

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Ian

@Ian_Unsworth

2 months

🧵📊 While they don't have a loud public presence on CT, Abraxas Capital Mgmt is one of the more active onchain funds & a key player for Ethereum's DeFi ecosystem I was sleuthing around on Arkham and noticed they've been making a big push into restaking via LRTs, specifically

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Ian

@Ian_Unsworth

10 years

The motto 💯💯💯 http://t.co/D6KxF8PLI6

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Ian

@Ian_Unsworth

6 months

who would win Billions of VC $'s siphoned to a multitude of bridging / interoperability protocols or IBC

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Ian

@Ian_Unsworth

2 years

gm, very excited to announce i’ll be going full-time crypto and joining @BinanceUS as a research analyst 🔥 so thankful for the opportunity to explore this industry with my full attention everyday and help build out our US footprint alongside some incredible people!

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Ian

@Ian_Unsworth

9 years

Finally accepted #GSU #StateNotSouthern

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Ian

@Ian_Unsworth

10 years

Parkview AD reading what their 2x state champ said on twitter http://t.co/88zrI0hHam

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Ian

@Ian_Unsworth

7 months

Been seeing a ton of pushback from the Stride community on the idea (emphasis on idea) of a $STRD -> $ATOM conversion. I'd like to add some context & ideate a bit further, speaking candidly from personal views only 👇 Firstly, speculation that there is an ulterior motive is

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Ian

@Ian_Unsworth

10 years

Christopher Columbus started the trans Atlantic slave trade, was a mass murder, but no hard feelings Bc he got us a day off from school :-)

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Ian

@Ian_Unsworth

10 years

C-hill alumni stay fye 💯💯💯 http://t.co/WqV7l2Ph5z

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Ian

@Ian_Unsworth

10 months

Also, some more personal news: I'll be transitioning away from my position at @BinanceUS It was an awesome ride, I learned a ton, met a bunch of awesome people, but its time for something new. Going to touch some grass, buy some coins, and write more public pieces in the

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Ian

@Ian_Unsworth

10 years

See I would go to school tomorrow but.. http://t.co/BwN5sryAP7

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Ian

@Ian_Unsworth

5 years

@SkySportsStatto @SkySportsPL And he's only 20 years old!!

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Ian

@Ian_Unsworth

6 months

Google Cloud showing up in the @eigenlayer testnet 👀

Ian

@Ian_Unsworth

8 months

Google has quietly been pushing further & further into the staking / validator business wouldn’t be surprised to seem them acquire a medium-large operator at this point or organically become one of the main operators themselves

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Ian

@Ian_Unsworth

25 days

While @ether_fi has had incredible growth for both TVL & Liquidity alike - this one chart is slightly misleading and doesn't tell the whole story The screenshot in the OG tweet contains liquidity reserves on mainnet & arbitrum *only* Meanwhile @renzoprotocol has some

ether.fi

@ether_fi

25 days

Why is $eETH the best option for restaking? ✅ Deepest liquidity by far, swap >$100M easily ✅ Withdrawals enabled, lower depeg risk ✅ Highest reward rates from staking and restaking

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Ian

@Ian_Unsworth

23 days

Sirs pls

PeckShieldAlert

@PeckShieldAlert

23 days

#PeckShieldAlert #Liquidation $ezETH #RenzoRestakedETH

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Ian

@Ian_Unsworth

3 months

Saw a lot of tweets last week about Justin Sun depositing 104k stETH to EigenLayer, but the crazy part... it was more than 2.6x that in total it appears he's restaked a total of 271,327 stETH ($717m), constituting roughly 11% of EigenLayer's TVL of $6.53bn 213k stETH restaked

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Ian

@Ian_Unsworth

8 days

Probably the two most interesting charts right now re SOL<>ETH I don't doubt SOL to flip ETH in all "relevant" metrics like @kelxyz_ has been calling for literal months - but when it comes time for a potential "flippening" the selective buyer of SOL vs ETH has to reckon with

Dan Smith

@smyyguy

9 days

Alright you guys really ran with this one without any evidence but here's the data Defining "total economic value" (shill me better names) as total transaction fees + captured MEV returned to validators Yesterday Ethereum: $3,165,772 Solana: $2,803,313

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Ian

@Ian_Unsworth

5 months

By end of 2024, its realistic to think we'll have 200+ L2s & 25+ AVS' on EigenLayer Bringing IBC to the rollup centric landscape of Ethereum is yuge v boolish Polymer

Polymer Labs 🛜

@Polymer_Labs

5 months

Ethereum and its rollups deserve the best multi-chain infrastructure. That’s why it’s our mission to standardize interoperability with Polymer and @IBCProtocol . We’re excited to present our new architecture as an ETH L2 bringing IBC to Ethereum. 1/

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Ian

@Ian_Unsworth

2 months

🧵 As EigenLayer mainnet draws near, we are starting to see some AVS <> LRT partnerships emerge. If you're seeking exposure to specific AVS projects, then its worth paying attention to these. So far we've seen: @ether_fi commit to support @lagrangedev & @OmniFDN and

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Ian

@Ian_Unsworth

3 months

gm, woke up to 1k new followers for sharing some thoughts -that’s pretty cool. appreciate all the support & feedback! excited to announce something in the coming weeks @TedDeFi & I have been working on 🔥 soon

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Ian

@Ian_Unsworth

10 years

I always see those tweets that say a kid with a 2.0 can know more than some1 with a 4.0 but every kid I know with a 2.0 is an idiot

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Ian

@Ian_Unsworth

2 months

Today Liquid Restaking Tokens (LRTs) constitute roughly 60% of EigenLayer TVL, and I anticipate that number will climb even higher, driven purely by market forces. That's why I'm happy to announce @Kairos_Res will begin initiating unbiased monthly liquidity reports on the

EigenLayer

@eigenlayer

2 months

On Liquid Restaking: Risks & Considerations Navigating the complexities of risk is always challenging. Yet, with the rapid expansion of liquid restaking protocols and tokens, highlighting these risks for the community becomes essential. More on this:

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Ian

@Ian_Unsworth

2 years

the biggest help was @MessariCrypto 's Hub Analyst program. It made transitioning to the crypto industry as smooth as possible, and it helped me get a level of exposure I couldn't have achieved on my own. Would rec 100% to anyone looking to make the leap

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Ian

@Ian_Unsworth

3 years

Spotted at DCA 👀 is this sock worthy?? @BlockFi @BlockFiZac 🧦 🟦

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Ian

@Ian_Unsworth

5 months

Coinbase 2 (hot wallet) moving some $BONK around Would expect trading to go live soon. DYOR Source:

Real-time Scanning Tool for Solana Network

The user-friendly and real-time update Scanning Tool for the Solana Ecosystem. Track your $SOL and Solana-related tokens to get information on transactions, blocks and token details.

solscan.io

Coinbase Assets 🛡️📞

@CoinbaseAssets

5 months

Asset added to the roadmap today: Bonk (BONK)

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Ian

@Ian_Unsworth

1 month

Voted YES on JIP-1 to expand the Jito Stake Pool validator set from 126 to 200 & set a max val commission at 5% (currently at 10%) Solana is maturing rapidly, and so is jitoSOL TVL, just shy of 10m $SOL at the time of writing - roughly 2.25% of the entire $SOL supply, but

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Ian

@Ian_Unsworth

10 years

If the us loses tonight I'm Ghana be upset

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Ian

@Ian_Unsworth

1 year

great piece from @AlanaDLevin on block space markets

Cross-Chain Order Flow Auctions

Cross-chain order flow auctions are an emerging and exciting area of blockspace. Read about some of the ways I think they’ll be built, as well as what implications these new mechanisms might have on...

variant.fund

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Ian

@Ian_Unsworth

10 years

#upcomingfreshmanadvice make sure your meth dealer A1 or gtfo

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Ian

@Ian_Unsworth

10 years

(Inserts tweet about how ratchet our suburban school is)

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Ian

@Ian_Unsworth

6 years

@realDonaldTrump I feel protected by your all caps tweet

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Ian

@Ian_Unsworth

11 years

Shout out to my boi Christopher Colombus for doin his think and not listening 2 da haters and for getting Monday off #BANGERZ

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Ian

@Ian_Unsworth

5 months

hell yeah

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Ian

@Ian_Unsworth

3 months

Pleased to be selected as a Jito governance delegate! Looking forward to collaborating alongside other delegates to ensure the protocol's integrity, and contribute in shaping resilient infrastructure. Study StakeNet

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Ian

@Ian_Unsworth

9 months

Undeniably awesome infra The dreams of the 2016 ICO era being realized before us at long last, with more GPU compute demand than ever before Perfect storm innit 🫡

Greg Osuri ⟁ d/acc

@gregosuri

9 months

In 7 days, Akash will be the only open secondary market to acquire NVIDIA H100s — the most advanced GPUs for AI. Permissionless. Opensource. Censorship Resistant. #AISupercloud $AKT ❤️ $NVDA

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Ian

@Ian_Unsworth

10 years

Meth is a hell of a drug http://t.co/NQjRifQfNE

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Ian

@Ian_Unsworth

1 year

open secret that @blockworksres is the best in the game right now trend setters

Sam Hart

@hxrts

1 year

love that blockworks is getting into protocol gov. game recognize game

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Ian

@Ian_Unsworth

4 years

Biden won so you already know we recycling tonight 😈♻️

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Ian

@Ian_Unsworth

4 years

Wyd this weekend?

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Ian

@Ian_Unsworth

4 months

@lookonchain my brother in christ these wallets are the same person who market bought $6m earlier the .SOL address is trolling

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Ian

@Ian_Unsworth

9 years

4 years just went by like 4 minutes

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Ian

@Ian_Unsworth

3 months

Excited for STRK to go live, good launch environment with solid market momentum + - one of the only differentiated L2 tokens (STRK is the gas token & you can stake it) - 4844 going live in the coming months - ecosystem incentives

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Ian

@Ian_Unsworth

8 months

had an awesome time at @Permissionless , will 100% be back in SLC for next year's 🔥 very high signal convos & great to meet so many long-term thinkers irl i would long @blockworksres if i could 🫡

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Ian

@Ian_Unsworth

10 years

Wtf does a coach say at halftime at a World Cup semi final when you're getting thrashed and you're 5 goals down 😂

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Ian

@Ian_Unsworth

9 years

Only three goals away from a hat trick 😕 #DareToZlatan

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Ian

@Ian_Unsworth

5 years

Glad @Ancestry was able to show me how ethnically diverse I am

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Ian

@Ian_Unsworth

4 years

@GAFollowers @Unacast For the record, so did 23 other states and the highest “Grade” was DC with a C+

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Ian

@Ian_Unsworth

11 years

Soccer girls are the most attractive female athletes hands down

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Ian

@Ian_Unsworth

3 months

Interesting timing for US Gov controlled addresses to shuffle around some seized BTC to two new clean wallets 🤔 ($926m in total) 2.8k BTC to bc1qw8pd8qftyfv5d2waz90ulqn5hxxa79j934fmqe 12.2k BTC to bc1qkmk4v2xn29yge68fq6zh7gvfdqrvpq3v3p3y0s source: arkham

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Ian

@Ian_Unsworth

11 months

the noise to signal ratio in this industry never fails to impress me i've seen like 30 different Uni V4 threads, yet the latest Ethereum all core devs call has sub 500 views on youtube lol

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Ian

@Ian_Unsworth

10 years

S/o to Gwinnett schools tweeting about their exquisite food but not their school closing #priorities

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Ian

@Ian_Unsworth

10 years

Y is everyone worrying about an earth quake when there is a 10million dollar bounty for Bigfoot

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Ian

@Ian_Unsworth

11 months

touching grass 🌞

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Ian

@Ian_Unsworth

3 months

Some personal news 📢 : Excited to announce the launch of Kairos Research ( @kairos_res ), a high-signal crypto research shop providing actionable insights. Co-founded alongside @TedDeFi - a former colleague and daily thought partner of mine for 2+ years. Teddy is one of the

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Ian

@Ian_Unsworth

10 years

When it rains my TL turns into the weather channel

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Ian

@Ian_Unsworth

10 years

Am I salty about England's loss to Uruguay ? Not really idk y anyone wud think that¿? http://t.co/0KcdmkeCvS

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@Ian_Unsworth

29 days

More bullish today than I was 3 months ago Crypto remains the most important asset class of the century, and likely millennium Progress is a one-way street in the age of abundance Higher

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Ian

@Ian_Unsworth

10 years

That's a Telly tubby #DuluthSoccerNation http://t.co/X055qyRjCt

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Ian

@Ian_Unsworth

10 months

babe look, sunny ratio’d me and the tweet made it to a presentation at the modular summit

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Ian

@Ian_Unsworth

3 months

Posting a short bull/bear case for Dymension later, very polarizing project

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Ian

@Ian_Unsworth

9 years

Rest easy grandma, proud of you for fighting your cancer for so long👼

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Ian

@Ian_Unsworth

3 years

@TurnerNovak the man who sourced this deal? no other than Sequoia’s own John D. Rockefeller 🔥

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Ian

@Ian_Unsworth

4 years

“Pollen has joined the chat”

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Ian

@Ian_Unsworth

9 years

On my way to buy a lottery ticket

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Ian

@Ian_Unsworth

9 years

Im thinking of a number 1-5 what is it? Shawn oakman : 6 You right fam http://t.co/yqbjtZ1X9o

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Ian

@Ian_Unsworth

5 months

real

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Ian

@Ian_Unsworth

2 months

Here’s the reality: - ETH is not a security - Staking does not constitute a security - They couldn’t even win against Ripple They will throw baseless claims at ETH in a last ditch fud campaign before eventually capitulating in the courts, burning plenty of tax payers precious

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