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Ali

@analyticalali

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Crescat scientia; vita excolatur ◎ Investing & Software Engineer @recvcx @_ledao 🥐 ◎ @InternDAO @Uchicago @Flexport

Hello World
Joined August 2009
Don't wanna be here? Send us removal request.
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@analyticalali
Ali
2 months
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🚨 Breaking News 🚨 I'm leaving Web2.0 to go full-time into Crypto and Web3.0! 👇 (and Yes I got the job via Crypto Twitter 😃)
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MEGA-Thread: Top 50 Anon / Defi / Shadowy-Super Coder Accounts to follow A lot of new people to Crypto have no clue Who? What? Where? Why? About these accounts. This thread covers: 1. A Short Bio 2. 1 top or famous tweets by the account 3. Relevant video or interview
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Primary Research on Solana Developer Sentiment👇 "It's a capital mistake to theorize before one has data"-Sherlock Holmes Lots of commentary on Solana devs the past week so decided to go direct to the source and ask Sol devs how they're feeling, data collected from devs (n=107)
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MEV🤝Users A lot of the focus on MEV has been on Miners & Searchers. However, with PoS we may see some interesting social effects for Users We discuss: >ETH MEV Players >MEV Economic Market Structures >PoS >Solana MEV >MPSVs >Game Theory @ReciprocalVC
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Rare to hear two of the top Crypto Titans discuss macro trends with each other but here we go: @CryptoCred inaugural Twitter Spaces talk with the one and only @SBF_Alameda Macro Environment FTX Four Pillars Regulation Retail Trading Some great SBF quotes (in yellow)
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Cheat Code for @NEARProtocol Analytics. Did you know you can access some of Near's mainnet analytics using SQL to query things like: > Daily Active Accounts > Daily Active Contracts Count > Daily Gas Used > Deployed Contracts > *Near Ecosystem Entities* Thread below 👇
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Had to ask @VitalikButerin what his thoughts were on @cobie & @LidoFinance #MEVDay
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Notes from @googlecloud and @solana talk with @aeyakovenko and Nalin from GC
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Just met up with @blknoiz06 and now crypto mooning? Coincidence? Thanks for the alpha brother!
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Celebrate Pie with a side of Defi on 3.14! If you're in SF and in the Defi space come have some Pie & Defi with leaders from @solana @SeiNetwork @cosmos & @ethereum : > @kpoldsam / @sommfinance > @vijay_chetty / @Uniswap > @jayendra_jog / @SeiNetwork > @aeyakovenko / @solana
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Since everyone is posting 2022 predictions, here are the topics I am interested in: 1. Abstraction @LayerZero_Labs 2. Composability @cosmos 3. Modularization @CelestiaOrg 4. Derivatives @01_protocol 5. Sharding @NEARProtocol At a min you should know these definitions👇
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🌌🌲Navigating the Dark Forest: Unraveling the Mysteries of the MEV Market 🌲🌌 After spending weeks researching, we've mapped the complex #MEV Market Landscape! Explore the intricate world of the MEV stack across 3 categories: 1. Infrastructure 2. Solutions 3. Applications 👇
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Untitled Crypto: Episode 1 Notes AWESOME Chat with Queen @Melt_Dem & Kings @cobie @blknoiz06 & @AviFelman > Crypto gaming > Financialization of Everything > Markets > Smart Money Plays > Cobie Conspiracies > Hype & Attention > Themes going to 0
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I don't think I've ever heard @hasufl being so euphoric and excited during his talks, but his chat with @mevintern is worth the listen!!! #MEV ALPHA below: > Reorgs > MEV Overview > Flashbots > Searchers > MEV Strategies and much more. Notes below!
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Super excited to join the @SolanaMBS family and be part of Sol-istory. @MonkeDAO
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How many of you can explain EIP-1559? Quick 1 page infographic on #EIP1559 to understand what changes are coming up for the #Ethereum Network Full graphic link: Sources @hasu @gakonst : @finematics : #ETH
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Game of Coins: Season 2 Graphic Link:
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NOTES: After ATH: Where Crypto-Native Investors Think We're Going Next With @Darrenlautf @santiagoroel @Arthur_0x @bneiluj
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@CelestiaOrg : A pluggable consensus and data availability layer @musalbas talks about the motivation and architecture of Celestia > What is Celestia? > Modularity > Celestia Execution Model > Rollups
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@analyticalali
Ali
11 months
Ran into my brother @fatjoe , Lean Back style - ceilings to the sky✈️ Noticed your sick twitter profile pic, gotta get you an OG @SolanaMBS and welcome you to the @solana family!
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THE TECHNICIAN I'm humbled to have won @notjohnlestudio 's NFT, and so excited to be supporting such amazing Artists. Have been following @_ledao early on and they have my utmost respect. Thank you John, @PrimitiveMoney , @0xDutch @adam_ape_ @quincy_sol you are all my heroes! 👇
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My biggest take away from Solana Breakpoint is the humanity and selflessness of the leaders here. We often think of these people as unapproachable or inaccessible but this isn't true. I've covered the panel content in other posts but this is just as important if not more 👇
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Back to Building 👾! GM CT Family, wanted to share that after more than 2 years as a Principal at Reciprocal Ventures, I'm excited to announce that I will be officially joining @movementlabsxyz full time. Additionally, I will continue to serve as a Venture Partner and strategic
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@multicoincap Outlook for 2022 w/ @TusharJain_ and @KyleSamani > How they got into crypto > Team > Thesis driven approach > Decision making process > What will be the SOL of 2022? -- read on
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London Bridge may be falling down, but Ethereum is here to fix it! 🇬🇧 Quick overview of the London Hardfork and the 5 EIP's included: #EIP1559 EIP-3198 EIP-3529 EIP-3541 EIP-3554 Full Graphic Link: We are less than a month away!!! #ETH
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So bullish on @okaybears with everything they are working towards. Mad props to my brothers @powerofpixel & @suby_sol ! Awesome event yesterday 👌🏽🐻
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Super excited to chat with @DylanMacalinao and @simplyianm tomorrow (1/8) at 5pm PST! There is so much going on with @Saber_HQ DAO, @TribecaDAO and the Saber Wars - don’t miss out!
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1. How are you feeling about Solana? 1 = Switching chains 5 = I'm not f**kin leaving
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Couldn't stop myself, welcome home @DegenApeAcademy - now time to enroll!
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2. Are you deploying on any other chains?
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In one week @Saber_HQ grew TVL from $200M to $600M. One of the most exciting projects on @solana Come through this Friday to hear more about Saber from the Co-Founder(s) @DylanMacalinao 3pm PST / 5pm CT / 6pm EST
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@analyticalali
Ali
5 months
2023: Modularity 2024: Parallelization
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@POKTnetwork and Decentralized Web 3.0 Infrastructure w/ @o_rourke Summary Notes: > Intro > @POKTnetwork thesis > RPC Nodes > Decentralization > Model > Examples > Fee Mechanism > Staking
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@analyticalali
Ali
8 months
Monad 🧵 Great docs from @monad_xyz just dropped, here are some key takeaways from both @keoneHD talk on @Lightspeedpodhq + the official monad docs. Additionally a look at the Monad transaction lifecycle. 🚀Overview - Monad: A high-performance EVM-compatible L1 - New EVM L1:
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6. Was your team impacted by FTX?
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@analyticalali
Ali
7 months
New engagement tactic to get traction: Step 1: - FUD Solana - Get maxis to repost, like, comment - Someone calls @0xMert_ for the ratio - @0xMert_ debunks FUD and eviscerates said account [At this point, @0xMert_ 's tweet has more engagement than original FUD] - @aeyakovenko
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Untitled Crypto Podcast, episode 2: Notes This really does feel like my crypto familia - what an awesome group of gigabrains! @blknoiz06 @Melt_Dem @AviFelman @cobie > Wormhole Hack > Meta / FB > NFT sentiment > Sifu > Markets & "Decorrelation" > Ethereum & @blknoiz06 👇
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Feels like @DegenApeAcademy season
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What will ETH solo stakers do after Shanghai? Decided to survey the Eth Staking community. Results from 105 participants below👇 1. Post #Shanghai plans for ETH? 2. How much ETH are you planning on selling? 3. LSD Preference? @kamikaz_ETH @NorthRockLP some primary data for you!
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In case you missed Sam’s talk with Cred on Twitter spaces a few days ago - here is the recording. Definitely worth the listen, SBF dropping alpha as usual!!! @SBF_Alameda @CryptoCred
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The survey is still OPEN for other Solana developers and if you are interested please DM so I can send you the link. cc: @therealchaseeb @Austin_Federa
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So excited to finally get my hands on The Survivor Chimpion that @zen0m contributed to, an artist I have huge respect for. Have seen how strong @TheChimpions community is, and humbled to finally join this family. Special shout out to @FamousFoxFed for the FoxySwap tool
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Survey Questions: 1. How are you feeling about Solana? 2. Are you deploying on any other chains? 3. Developer Solana NPS 4. Consumer Solana NPS 5. Developer experience of building on Solana? 6. Was your team directly impacted by FTX?
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In 2016 - I started going down the Crypto rabbit hole for fun. Today, as a crypto degen, I spend almost all my time interacting with my crypto family and friends, hanging out in crypto Discord, Twitter, Telegram, WhatsApp as well as being part of awesome DAOs.
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@analyticalali
Ali
3 months
The first rule of fight club: You do not take off the hat. The hat stays on. @mtndao #mertwifhat
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@analyticalali
Ali
2 months
I think that the next significant AVS on @eigenlayer will be an insurance protocol designed to protect against slashing incidents. This protocol could eventually replace the need for a veto committee. Slashing can occur for several reasons: > Operator vs. Stakers: - Operator
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🎙️💧 Weekly Roundup Episode 2 of Empire is out with @santiagoroel and @JasonYanowitz - summary notes below: > @sequoia > Institutional Investors > @SushiSwap > DAOs > ZK Rollups @Blockworks_
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Picked up some Gold Panthers @GoldPantherDAO
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“But Dune queries are a pain to write…brb” So amazing to see the innovation in this space combining analytics and NLP, very cool 😎
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@analyticalali
Ali
4 months
Bankless be like:
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@owocki
Owocki.Ξth (🍄,🟢)
4 months
you are not sufficiently bullish on the stackability of Public Goods Funding mechanisms
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3. Developer Solana NPS: On a scale from 0 to 10, how likely are you to recommend developers build apps on Solana? NPS = 19 [Range: -100 to 100] *Any score below 0 implies that your customers are more likely to warn others away from you than recommend you
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@BanklessHQ dropping a lot of alpha in Episode #71 : ETH Price Predictions, What's changed with ETH, #1559 , Ultrasound money theory, L1s / L2s and much more! Feat @sassal0x @iamDCinvestor @cyounessi1 @RyanSAdams
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Data sourced from Solana developers from Lamport DAO (special thanks to @0xMert_ ) as well as other developers from other Solana based projects.
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TOP Crypto Shows & Podcasts Primary sources are key to understanding Crypto and essential for anyone who wants to understand the space. Choose 1-2 to listen to consistently but listen to others sometimes Overview: 1. Why Unique 2. Host/s 3. Example Guests 4. My favorite episode
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4. Consumer Solana NPS: On a scale from 0 to 10, how likely are you to recommend Solana apps to your friends? NPS = 10 [Range: -100 to 100]
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@cobie Next uponly guests?
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Sunday Funday - Weekly Roundup with @santiagoroel and @JasonYanowitz These are great talks to keep track of what is going on, if you only have time for 1 podcast, this is your alpha. > @PleasrDAO > FOMC & Markets > Defi & Warren > @zhusu ETH tweet > NFTs > Institutions
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5. Developer experience of building on Solana? 1 = Extremely Difficult 5 = Easy
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Uniswap, DeFi & the Future of Consumer Finance notes thread Uniswap EthCC [4] talk notes from public video
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Super excited to announce that I am personally contributing to the @01_exchange team. A thesis on @01_exchange 👇
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I'm super excited to be joining @CraigBurel and @DavidTiczon at @ReciprocalVC to focus on analytics, engineering & investing in Crypto teams across the space!
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@analyticalali
Ali
3 months
Have you ever wondered WTFutarchy? (If you answered yes, you might want to set a reminder for this space). Tomorrow, I’m speaking with @robinhanson (creator of Futarchy) @metaproph3t (founder of @MetaDAOProject ) and gigabrain @tarunchitra , to learn all about the topic. You
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@UpOnlyTV my thread notes on the awesome chat with @RaoulGMI , @CryptoCobain and @ledgerstatus (1/n)
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@analyticalali
Ali
10 months
Weekend recap: - Eth Bday - Base bridging - $BALD - $CRV exploit - @blknoiz06 couldnt get Uber Eats in the Hamptons
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Technical Roundup #11 with @paoloardoino <> @CryptoCred <> @CryptoDonAlt If you really want to understand the audit / story of Tether why not go to the Primary Source and listen to this talk? > Cred's Three pt. summary > Tether > Bitfinex Customer Base > @bitfinex Borrow
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Empire’s first Weekly Roundup with @santiagoroel and @JasonYanowitz notes @Blockworks_ Topics: > L1 wars > Blockchain Use-cases > DAOs > @RealRossU NFT > @PleasrDAO > Capital Infusion > Nuclear Energy +Some of the Tweets discussed below
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@aeyakovenko - I never expected to meet him F2F or have a full conversation with him. He made it a point to chat with us all and genuinely appreciated it. This is *extremely* rare for someone at his level. Though it may seem small, this behavior speaks volumes about his character
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We like the foxes. Bullish on @FamousFoxFed and excited about joining this community!
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@ledgerstatus 👀👀👀
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Although there is no ranking, a few things about these accounts: 1. They consistently drop Alpha 2. Most come from humble backgrounds 3. They are genuinely responsive when interacting with each one of them & give back to the Crypto community
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Technical Roundup #10 : with @mattysino and @CryptoCred discussing: Sino, China, FUD, Solana, Predatory VCs and much more. Matthew is one of the smartest guys covering Crypto from China and someone any quality Crypto project should be in touch with @sinoglobalcap
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Empire’s Weekly Roundup 12/24 with @santiagoroel and @JasonYanowitz @Blockworks_ > Jack Dorsey > DAOs vs VCs @YieldGuild @SaladVentures @illuviumio > Permissioned Defi @AaveAave @SolriseFinance @compoundfinance > Crypto Social Media @0xPolygon @sevensevensix > Alpha Drop
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The one and only @fluffypony - what an epic talk and thanks for spending time with us! #monero #privacy #surprise
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Given the recent talk about reorgs in Ethereum, I thought I’d do a thread on Selfish Mining which was proposed by @el33th4xor and @ittayeyal in their paper regarding Blockchain Selfish Mining to draw any learnings. (1/n)
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TWAMM: Time Weighted AVERAGE Market Maker *Time* seems to be a key ingredient when devising a solution for optimizing large crypto trades on existing AMMs Luckily, we have the smartest minds in crypto working on creative solutions including: @paradigm @Uniswap
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Liquid $DOT- (lcDOT) UTILITY: 1. Holding lcDOT - can do nothing - in 2 years get all your DOT back [HODL] 2. Can transfer your lcDOT to other accounts [TRANSFER] 3. Can trade your lcDOT to DOT or Stablecoins or any other assets [TRADE] @AcalaNetwork @bettechentt @danreecer_
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@analyticalali
Ali
6 months
Past 24hrs have been crazy on Solana. Some interesting @solana stats 👇
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Crypto Interns have created a new paradigm by helping distribute knowledge across tribes. Time to unite and collaborate. United we Degen, divided we simp. Let's find ways to work together:
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My goal for this year is to start writing more, with that one topic I will be following monthly: Chasing the Meta: January 2022 > Writing > Ve-Tokens > Community Airdrops > (3,3) > DFK > FOAN and a few more...
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Eating glass at @solana offices in SF with @01_exchange & @Saber_HQ
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Wisdom Wednesday: Everlasting Options are perpetual options🤯that do not expire. These were conceptualized by none other than @_Dave__White_ and @SBF_FTX in @paradigm 's research paper in 2021:
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From onboarding new users to Defi, doing "intern notes", to officially helping out crypto teams across the ecosystem, my goal has always been to grow this space as best as I can, in the friendliest way possible.
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@analyticalali
Ali
5 months
Bullish
@jayendra_jog
Jay
5 months
Fun fact - @Sei_Labs ' first foray into supporting a parallelized EVM started in Aug of 2022 Building the first parallelized EVM is hard, and I'm proud of what we've built so far Thanks to all the seilors that have been part of this journey, things are just getting started 🔴 💨
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Scaling and The Censorship Resistance Threshold with @lawmaster @tarunchitra @aeyakovenko @adiprinzio_ @SolanaConf #BreakpointLisbon #Solana > Trickle Down Censorship Resistance > Zefi - Zero Knowledge Finance > Super Fluid Staking - cross chain staking
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@santiagoroel
Santiago R Santos | #9159
2 years
Thanks to everyone that voted (strong turnout) and for the support. Excited to get back to work with the rest of the council and team. For anyone new to @illuviumio - check out this great interview with @KieranWarwick 👾
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If you haven't watched this crazy video by @PrimordialAA at least spend a minute looking at these two graphics based on the demos in the video: 🤯🤯🤯🤯🤯
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@PrimordialAA
Bryan Pellegrino (臭企鹅)
2 years
I know asking you to watch a 10 minute video is an act of aggression, but if you are interested in cross-chain / interop take the time for this one. First time we demo @LayerZero_Labs in the wild
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Last but NOT least thank you to ALL my Twitter Followers! I wouldn’t be where I am today if it weren’t for all of you. I’ve had the fortune of being apart of this community and my mission is to do right by it and pay it forward. Please reach out if you ever want to chat! ♥️♥️♥️
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Solana Breakpoint: Virtual Machines: Interoperability and Maximalism with @KyleSamani @gakonst and @theklineventure > What are they excited for? ( @anchor_protocol ) > MEV on Solana vs ETH? > Composability > Advice for Devs learning Crypto
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@analyticalali
Ali
4 months
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MEGA-NEAR (and @auroraisnear ) thread: Stats, Active Contracts, Guilds, and Near Protocol Projects! July 21,2020 First Produced Block @NEARProtocol 👇
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