Arad @aradtski Twitter profile

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Arad

2 years

1/ Crypto Gaming: A Most Practical Thesis A no-bullshit discussion on what crypto actually offers to game developers and players.

Crypto Gaming: A Most Practical Thesis

By: Arad

medium.com

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Last Seen Profiles

@CoraIsntDead

@StalkingVi96051

@enterfx

@BKFREM_official

@stw_pdg

@imwinnin8

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@BillyA52692454

@madsfred

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@sunuala

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@LemonYote

@LimorLah

@more_knits

@yunusunbabasi

@TV_thari

@m_calti

@olcaytoyilmayan

@VilleontheVille

@PodcastDays_

Arad

@aradtski

2 years

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Arad

@aradtski

1 year

I mean... 15+ LSD protocols and not one has thought about doing a SushiSwap-style vampire attack on Lido? Users deposit stETH into protocol X --> it redeems the stETH for and stakes it in its own validators --> reward those users with high % token emissions This advice is free

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Arad

@aradtski

2 years

You might be wondering what's this 0xMonaco game that the Paradigm nerds are all talking about And how the f can it be fun when it looks like a web UI for Excel...

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Arad

@aradtski

3 years

today somebody acquired an elevated deconstruction [100 floor] for 3.5 eth how? he gave out a 3.5 loan three months ago on @nftfi and the borrower failed to repay in time

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Arad

@aradtski

3 years

Punk #1737 received a legitimate 26.25 bid and accepted, but before his tx hit the chain, a contract flashloaned 26.25 eth + 1 wei and bid himself. The owner got 1 wei in return for his sale, and the contract now owns the punk.

Ethereum Transaction Hash (Txhash) Details | Etherscan

Ethereum (ETH) detailed transaction info for txhash 0x8cc3c4774cf08f17c87a1815871ea935fc030d511d002e4fbc521b3c69d82ad8. The transaction status, block confirmation, gas fee, Ether (ETH), and token...

etherscan.io

Arad

@aradtski

3 years

ALERT: Do not accept any bids on Cryptopunks! There may be a vulnerability in the bidding mechanism. DO NOT ACCEPT BIDS. @larvalabs

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Arad

@aradtski

2 years

can we take a moment to appreciate this collection

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Arad

@aradtski

2 years

@mewn21 3,600 wallets made a transaction out of the 2.8m created by Reddit

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Arad

@aradtski

1 year

I’m literally gonna end up either a billionaire or a rural bricklayer happy with either but i will not allow myself to fall into the soulless, virtueless void in-between those two

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Arad

@aradtski

2 years

1/ The NFT Market is a Fat Man 🧵

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Arad

@aradtski

2 years

need advice -- since getting the booster vaccine i've felt my heart beating stronger than ever, especially during/after workout, but also in rest. did Echo and blood tests, doctor didn't see anything what other tests should i push for? i really feel like something's wrong

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Arad

@aradtski

2 years

@NFTethics @zachxbt

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Arad

@aradtski

2 years

Please share if I ever provided value to you. If you’re a fund, read >>

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Arad

@aradtski

1 year

would not be surprised if @jackbutcher ends up being up there with snowfro and larva labs in level of influence & recognition

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Arad

@aradtski

2 years

sent $40k to a stranger i met in @forgottenrunes chat so he could mint something for me while i’m asleep. first time talking to the guy. went smoothly. can’t make this shit up what is life anymore nobody would understand irl etc etc

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Arad

@aradtski

3 years

'Home of the Hunter' @forgottenrunes

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Arad

@aradtski

9 months

I’m sorry for anyone who gets shaken out of believing digitally native assets are the most capitalizable mega-trend of the 21st century

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Arad

@aradtski

1 year

Delegate Cash 🛡️ is becoming critical public infrastructure What happens when the entire Ethereum community starts converging around a single delegation registry? An intro thread /1

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Arad

@aradtski

1 year

I'm in the trenches, running a Bitcoin full node, splitting 100s of UTXOs to fund my Ordinals address, browsing the composite punks index and choosing which ones to mint using the command line Where am i, and where are you

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Arad

@aradtski

1 year

Over and over and over again; killing it in crypto has proven to be 50% about the ability to form a correct thesis, 50% about not being lazy 1/

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Arad

@aradtski

1 year

Glyphs, Squiggles, Ringers & Fidenzas Those four bundled up together, when in fact they couldn’t be more different — Glyphs & Squiggles are historical + cultural artifacts Ringers & Fidenzas are aesthetically pleasing gen art with a comparatively weak lore and narrative

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Arad

@aradtski

1 year

> people who couldn’t call the top of NFTs but think they can call the top of a multi-generational empire and its global currency

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Arad

@aradtski

11 months

if you’re not following opepens yet, you absolutely should—it’s the most interesting mass-participatory exploration happening rn with set 008 jack confronts us with a question; how much do we value rarity when it’s not expressed visually, but remains only in the metadata

Jackᵛᵛ

@jackbutcher

11 months

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Arad

@aradtski

1 year

In the Metaverse, Land should not be scarce. Galleries need not be in rooms. Embrace the unthinkable. Let yourself go wild. Free your mind. Return to your childish roots. Or get left behind.

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Arad

@aradtski

1 year

Name a person that you wish had never disappeared from crypto I'll start; Bizonacci

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Arad

@aradtski

1 year

we are now past, or very near, the bottom for NFTs. high conviction. yet most will refuse to believe

Arad

@aradtski

2 years

we are now past, or very near, the top for NFTs. high conviction. yet most will refuse to believe

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Arad

@aradtski

2 years

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Arad

@aradtski

2 years

I'm going to share more of my thoughts, format being somewhere between a twitter thread and a blog post. My firstborn: The Simple Case Against Scarce Land

The Simple Case Against Scarce Land

The most disturbing trend today is megacorps coming out with Metaverse strategies (god have mercy on us all). Unrelated, the second most…

medium.com

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Arad

@aradtski

2 months

113 mitchell f chan deafbeef steviep jack butcher larva labs

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Arad

@aradtski

5 years

It’s mid 2020 and Bitcoin is still going sideways. You look back and wish you hadn’t bought the bottom at all. You begin to question everything. Is it time for you to get out?

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Arad

@aradtski

1 year

> circa 2020 15yo brother: Arad, why are these people paying $800 for a Cryptopunk? Me: You know how certain mounts in World of Warcraft have real dollar value? 15yo brother: Ye Me: Well Cryptopunks are like that, but the world is the internet and our capital city is twitter

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Arad

@aradtski

6 months

Crypto has ONE use case: digital assets with monetary value. Therefore every crypto game will have speculative elements by design. If a game doesn’t, it means they use blockchain as a marketing tool with no purpose

PhABC

@PhABCD

6 months

Does a web3 game needs speculation in order to have a successful and viral economy?

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Arad

@aradtski

1 year

Oh.. you thought they were kidding?

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Arad

@aradtski

3 years

game after game after game after game doing land sales a strikingly braindead status-quo in an industry that calls itself innovative

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Arad

@aradtski

1 year

Respectfully disagree with the common thesis below I place my chips on games that dare heavily lean into the novelties and quirks of crypto, dare rethink paradigms and genres from the ground up Not replicating familiar facades with a crypto backend (although some will do well)

Loopify 🧙‍♂️

@Loopifyyy

1 year

My thesis for blockchain gaming to go mainstream is simple: - Create a fun game that people like - Reduce all barriers to entry, make Web3 add-ons opt-in - Have all blockchain elements seamless - People like the game more than they hate the concept of "NFTs" - They stay & play

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Arad

@aradtski

1 year

1/ Fractionalizing NFTs: The Struggle And The Cure My take on why fractionalization never took off amid the boom, and how to make it work

Fractionalizing NFTs: The Struggle And The Secret Cure

Look. I’m going to crack open a vintage subject.

medium.com

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Arad

@aradtski

6 months

@crypto_relief @nic__carter @TradingHaven @inversebrah man took it like a hero

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Arad

@aradtski

1 year

Me and my Lil My Lil and me My very first honorary Dear friend of mine Forever he’ll be My Lil is proud, and short and fine If need be, he’ll stand on a chair for y’all to see A grand symbol of beauty, he is for me

Lilverse

@LilverseHQ

1 year

🚨 A NEW LILVERSE HONORARY 🚨 Welcome to the fam, @aradtski !

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Arad

@aradtski

3 years

@RealNatashaChe Play-to-Earn (P2E) will be replaced by the term Play-and-Earn (P&E) you heard it here first

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Arad

@aradtski

2 years

I’ve tried every L2 bridge out there. @AcrossProtocol is undoubtedly the best one. Lowest fees, 0 slippage, professional team. Very under-appreciated, use it.

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Arad

@aradtski

3 years

My thesis right now is simple. the next novel crypto frontier that has yet to have its big boom-moment is gaming, and it might just end up being the largest one briefly explained below /cont

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Arad

@aradtski

5 months

I'm going to do to NFTs what I did here to Crypto Gaming; Peel off the layers, lay out a coherent and digestible thesis rooted in first principles. Years of thinking has lead me to this piece, my most important one ever. Stay tuned.

Arad

@aradtski

2 years

1/ Crypto Gaming: A Most Practical Thesis A no-bullshit discussion on what crypto actually offers to game developers and players.

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Arad

@aradtski

7 months

Meme coins are nihilism. Meme coins are a product of despair. When i stare into the abyss, Meme coins stare back. Meme coins are an angelic light when im shrouded by hopelessness, by the bleak clouds of despair. I love Meme coins. But once the sky turns bright, they barely glow.

Ray Herbert

@rayherbert4644

7 months

@Rage_of_the_Age All I have learned from this bear market is I’m only buying meme coins from now on

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Arad

@aradtski

1 year

TODAY ON THE MENU getting publicly roasted by all my friends for my unpopular take just another day at the office

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Arad

@aradtski

3 years

ALERT: Do not accept any bids on Cryptopunks! There may be a vulnerability in the bidding mechanism. DO NOT ACCEPT BIDS. @larvalabs

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Arad

@aradtski

11 months

was surprised to find a wallet that's been copying all of my NFT purchases for the past 6 months... poor guy doesn't know i'm simply pouring money down the drain just to feel something

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Arad

@aradtski

2 years

@tbr90 answering “they’re all ponzus” will get you qualified immediately

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Arad

@aradtski

1 year

Questions?

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Arad

@aradtski

2 years

wizards and nifty island are both among my handful of high conviction bets of the last 6 months, and continue to be. epic partnership

Nifty Island 🏝

@Nifty_Island

2 years

The @forgottenrunes are bringing the Arcane Arts to Nifty Island. A fabled project whose deep lore and vibrant community will thrive in Nifty Island. We're excited to offer their wizards a new home, and support their efforts to expand throughout the metaverse. 🏝️

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Arad

@aradtski

11 months

I'm thinking next cycle people buy pfp nfts not just to be part of a 'community' but to acquire a ready-made personality pack; Milady and Goblinarinos are early examples of pmf

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Arad

@aradtski

2 years

@BioavailableNd Pregnancy with an air-purifier indoors has been shown to increase the child's IQ by ~5 points as compared to the control group (study made in India, don't have link rn)

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Arad

@aradtski

3 years

the most interesting conflict rn is that @seedphrase and @peruggia_v both call their punk the “Mona Lisa of nfts” wonder who wins

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Arad

@aradtski

11 months

So regarding NFT AMMs Since AMMs were massive for token markets, one might think that it's an important nft-finance innovation. That it's destined to be huge for NFTs as well I strongly believe they will NOT be. And will remain a small niche. Let me explain: 🧵

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Arad

@aradtski

1 year

The Grand Stories - Separate money from state - Dis-intermediate banks, introduce borderless peer2peer internet transacting - Rise of digitally-native assets, enabled by a credibly neutral ownership layer in an increasingly digital social world Do Not Forget The Epochal Themes

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Arad

@aradtski

2 years

@haralabob I’m healthy and young, wasn’t afraid but pretty much had to take a booster shot to stay in school. Now i’m testing for heart inflammation and it seems likely

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Arad

@aradtski

6 months

Throwback to when i tried saving a friend from spending $350k on a Noun (rip)

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Arad

@aradtski

1 year

CryptoDickbutts are the Dogecoin of NFTs If you don’t believe me or don’t get it, I don’t have time to try to convince you, sorry

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Arad

@aradtski

2 years

@OGRolandRat

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Arad

@aradtski

1 year

In a truly unexpected turn of events… the latest up-and-coming NFT hub is Bitcoin(!) AND it’s currently by far the best place to store art on-chain, when you consider permanence guarantees and cost

pour•teaux

@pourteaux

1 year

Illegitimate bitcoin transactions: the longstanding compromise on transaction sizes, how Taproot accidentally blew it up, and the nascent NFT protocol emerging in its wake (new from me)

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Arad

@aradtski

1 year

@AriDavidPaul basically

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Arad

@aradtski

2 years

legit under the radar; @forgottenrunes merch box had a qr code linking to a countdown that is due in 16 hours. barely anybody knows about this, could be big idk

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Arad

@aradtski

3 years

@beaniemaxi cutting out the entire convo is a classic beanie move. i hated beanie from his first day in nfts and i’m proven right every single day

Arad

@aradtski

3 years

lmao wtf am i actually getting cancelled and of course he cuts the part where i mention that i didn’t mean it to sound racist but meant that africa legitimately has a lot of apes lol this is unreal

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Arad

@aradtski

2 years

@mrjasonchoi i think it's very clear by now that "building things on bitcoin" is not its main value proposition and never will be its value is that is has some properties that can never be replicated, and those might be crucial for a global, neutral asset/money/storeofvalue

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Arad

@aradtski

2 years

People say NFTs are "holding up really well" Major NFT collections are down ~30% in ETH and %80+ in USD Exactly the same as altcoins like SOL and NEAR, which they probably consider as obliterated

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Arad

@aradtski

2 years

new me grateful for @ozzzmabro

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Arad

@aradtski

11 months

Art that doesn’t just happen to be onchain, but that couldn’t exist otherwise

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Arad

@aradtski

7 months

@gametheorizing Feels like Jordi knows something about Adam Cochran knowing something about Sifu knowing something and being a lot of things but not exactly a gambler

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Arad

@aradtski

1 year

If you actually plan to do this (as you should), DM me first for some additional free advice on how to pull it off elegantly

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Arad

@aradtski

10 months

all the on-chain buffs are investing in autonomous world war strategy games while the actual breakout on-chain game is prolly gonna be something like a cafe simulator

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Arad

@aradtski

1 year

2/ When a novel concept appears — there's mental friction to forming an opinion on it We believe we're using our brains daily, but we're actually just repeating previously held opinions in different forms on auto-pilot, fooling ourselves we are deep thinkers We're all fkin lazy

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Arad

@aradtski

2 years

@CumberlandSays what’s remarkable is how whoever runs this twitter account has been bull posting for 6 months since the top and has never admitted once to his mistakes

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Arad

@aradtski

2 years

When people think about the hyper-financialization of games, they think about P2E or earn-by-skill I look at it differently The bulk of financialization will happen at the meta layer — the killer activity to be unlocked is the ability to speculate on which games will "make it"

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Arad

@aradtski

2 years

@Quattroshitcorn @HsakaTrades it’s not slippage it’s the market price

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Arad

@aradtski

3 years

@forgottenrunes core fans have such strong love for the project that some might even call it an obsession there is no second best community, there is only one and it’s the wizards

simo

@simoneconti_

3 years

There is no other NFT community like @forgottenrunes . Not even close.

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Arad

@aradtski

2 years

@wanderers_nft

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Arad

@aradtski

1 year

4/ When you see something novel, if u have a thesis AND that thing requires significant mental friction to process for the first time, because it's out of the ordinary (doesn't fit our existing frameworks) AND it requires physical friction to get into That's when you go ALL IN

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Arad

@aradtski

1 month

@SCHIZO_FREQ lukas truly one of the greatest posters of our time

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Arad

@aradtski

2 years

Just finished coding the @autoglyphs bot from scratch, anybody willing to drop $350k on a glyph to help test in prod?

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Arad

@aradtski

1 year

lord grant me thy confidence of someone who held monkey jpegs throughout all of 2022 and is now making threads about the collapse of the US dollar

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Arad

@aradtski

3 years

holy shit a $1.42m loan on a type 10(!) autoglyph first of all — that glyph is such a beauty second, it's a record loan on @nftfi

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Arad

@aradtski

3 years

I’m a huge bitcoin believer and also a long time nft enthusiast am i a dying breed? do i have frens here?

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Arad

@aradtski

2 years

@BrantlyMillegan and the only thing that did happen was bayc flipping punks wtf is this skam market

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Arad

@aradtski

1 year

████████░░░░ 67% hang in there bucko we are part of something bigger and you want to be there when it happens

Arad

@aradtski

1 year

halfway there

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Arad

@aradtski

11 months

@mark_c_web_3 it’s simple: rarity stems from scarcity, but there is not scarcity scarcity in infinity therefore there is no rarity in infinity

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Arad

@aradtski

4 months

my discord friends list (elite group) always just playing @Nifty_Island what mean??

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Arad

@aradtski

3 years

Metaverse fans What if I told you You’re absolutely right but You’re too damn early

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Arad

@aradtski

2 years

1/ There's a reason i always call it 'Crypto gaming' and not 'Web3 gaming' or 'GameFi'

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Arad

@aradtski

3 years

To clarify, bids could always be sniped with slightly higher bids, that's not the issue. The problem is that the contract doesn't collect the entire bid amount for the seller if that eth is removed (back to AAVE here) in the same transaction.

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Arad

@aradtski

2 years

hopefully a day comes where i can unironically mention in my resume that i was the first @CryptoDickbutts proponent

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Arad

@aradtski

3 years

@Nifty_Island is my highest conviction bet since punks and glyphs in 2020

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Arad

@aradtski

2 years

@adamscochran he will be in it for the tech soon

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Arad

@aradtski

2 years

i publicly called this NFT bull run and then i called its top listen to me when i tell you this — your bags are LITERALLY going to 0 vooop, like dat

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Arad

@aradtski

1 year

Lmao just randomly found my coins wishlist from mid 2017

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Arad

@aradtski

1 year

Prediction: people will predict that existing trends will continue in 2023, just like they did last year (look how that worked out) Recency bias is powerful

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Arad

@aradtski

9 months

Royalties extract most from active traders, not collectors Let's be clear; *reasonable* royalties are a net positive for collectors because they're a non-dilutive source of income for the creator. The only alternative source of income is to mint more collections & dilute *2%* !

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Arad

@aradtski

1 year

> $3,200?! > Nono sir, this fine piece of art merely costs 2 ETH > 2 ETH?! > Nono sir, this fine piece of art merely costs 0.13 BTC

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Arad

@aradtski

1 year

Open-sourcing the alpha: 1) make a good game and release a token that literally does nothing except bear the same name 2) watch it go it 9 figures over the next cycle Just wait till game studios find out this one simple trick

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Arad

@aradtski

2 years

Unintuitive fact; If in 2001 you were convinced the internet will change everything and give birth to great businesses Directionally, super right Yet you would have been much better off to wait until 2004 before starting to deploy long-term capital

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Arad

@aradtski

1 year

Yes I am in fact in NYC I'm an old bald man with kipa and glasses - come say hi

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Arad

@aradtski

9 months

@statelayer GCR

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