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
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)
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
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)
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 👇
🌌🌲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
👇
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!
@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
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!
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
👇
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
@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
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
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
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:
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
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
👇
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!
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
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
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
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?
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.
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
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
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
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
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
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
@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
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
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
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)
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
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_
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:
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...
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:
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.
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 🔴 💨
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
👾
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
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!
♥️♥️♥️
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