Muhammad Yusuf @yusufxzy Twitter profile | Pikagi

Pikagi

Muhammad Yusuf

@yusufxzy

1,538

Followers

5,122

Following

21

Media

375

Statuses

Research @Delphi_digital

https://t.co/9Rh2dHHaOo

Joined September 2021

Don't wanna be here? Send us removal request.

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@yusufxzy

Muhammad Yusuf

7 months

1/I spent the last few weeks diving into dark pools. Here's a deep dive Since 2011, Tradfi Dark Pools have paid out over $340M in penalties for mishandling confidential trade information The future of crypto dark pools is trustless privacy and many projects are working on it.

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@yusufxzy

Muhammad Yusuf

7 months

Quick career update Excited to be joining @Delphi_Digital as a Research Analyst working with the infrastructure team.

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@yusufxzy

Muhammad Yusuf

6 months

Privacy Enabling Tech (ZK, MPC, FHE, TEE) may have more or less the same goal but each of them has a differentiated approach to privacy with its own set of ideal use cases and limitations. ZKPs enable single-user privacy without data disclosure. MPC relies on collective trust

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@yusufxzy

Muhammad Yusuf

7 months

5/ I dive into the inner workings of dark pools like @renegade_fi and @portalgateme and also look at how privacy infra providers like @RAILGUN_Project , @penumbrazone , and @ZKPanther enable private txns with the use of ZKPs and Privacy Enhancing Technologies like FHE and MPC.

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@yusufxzy

Muhammad Yusuf

5 months

Keeping it in the txn supply-chain More on these entanglements in the Delphi Year Ahead Infrastructure report -

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@yusufxzy

Muhammad Yusuf

7 months

2/ Privacy is a silent but growing concern in defi. People don’t mind showing their faces on social media and expressing opinions but when it comes to “putting money where the mouth is” most people prefer to do it privately. This is the case for both institutions and individuals.

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@yusufxzy

Muhammad Yusuf

1 year

As a part of the Data Alchemist program, I've created a dashboard on @opensea 's performance on @0xPolygon mainnet. Covering @opensea 's Reach, Retention, Revenue in the following thread below. Created using @Covalent_HQ 's platform, Increment. 1/11

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@yusufxzy

Muhammad Yusuf

7 months

3/ Dark Pools have existed since the late ‘60s and make up ~14% of US trade Volume. While they’ve been a tool of great convenience, dark pools are not free of trust issues. An operator can leak confidential order information to others who trade against its customers for profit.

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@yusufxzy

Muhammad Yusuf

11 months

Research/Content Writing role at a high growth crypto start-up backed by VCs, Angels. Role is Onsite in Bangalore. DM if you are interested for more details.

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@yusufxzy

Muhammad Yusuf

7 months

6/ To learn more about how dark pools and privacy-focused projects enable private transactions on inherently transparent blockchains, dive into dark pools here:

Diving Into Dark Pools

Privacy on Transparent Blockchains - PART 1

distributedresearch.substack.com

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@yusufxzy

Muhammad Yusuf

7 months

4/ In crypto, truly private dark pools don’t have to trust an operator. Beyond privacy, dark pools also reduce the price impact large trades may have on markets. Issues like front-running, copy-trading, and wallet tracking are solved if not minimized.

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@yusufxzy

Muhammad Yusuf

8 months

@IBWofficial @moshaikhs

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@yusufxzy

Muhammad Yusuf

1 year

My last project at @CryptoSapiens_ ( @banklessDAO ), @dwr from @farcaster_xyz on the podcast, now live.

@CryptoSapiens_

cryptosapiens.eth

@CryptoSapiens_

1 year

⏪ #ICYMI our 🔥 episode with @dwr co founder of @farcaster_xyz & @humptycalderon 🎧 Listen here. #eth #deso

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@yusufxzy

Muhammad Yusuf

4 months

@hasufl Catan is the way to go

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@yusufxzy

Muhammad Yusuf

8 months

F H

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@yusufxzy

Muhammad Yusuf

11 months

I'm hiring just anyone. Team will just be you. No PMs or meetings. Plan is to let you do your current job. $0 cash + you give me 50% of your regular earnings. IST timezone. DM if interested.

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@yusufxzy

Muhammad Yusuf

5 months

@azeemk_ Yes ser let's do it

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@yusufxzy

Muhammad Yusuf

8 months

@specialmech Congrats @malleshpai @MaxResnick1

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@yusufxzy

Muhammad Yusuf

1 year

Reach metrics cover a project's user inflow, transactions, growth. The chart below shows monthly number of buyers (takers), sellers (makers) on Opensea on polygon A steady decline since Jan 22 is seen after which it furthers down in Sep 22 due to overall bearish sentiments 2/11

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@yusufxzy

Muhammad Yusuf

1 year

I know not to where these moments lead but with each passing I am closer

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@yusufxzy

Muhammad Yusuf

2 years

@vdomendra @akshayjain865 @biconomy @solana @opengsn @OpenZeppelin Matcha has a gasless trading functionality - Here's to read on how Decentraland improved UX and saved a ton -

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@yusufxzy

Muhammad Yusuf

1 year

Opensea charges 2.5% on the sale of NFTs. The charts below show volume of NFT sales on Opensea Polygon along with the fee earned. 7/11

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@yusufxzy

Muhammad Yusuf

1 year

Thank you for reading through. Feedback welcomed Started off without knowing any SQL and now I've been getting comfortable working with SQL & blockchain data. All thanks to @Covalent_HQ , @Luke_Harriman

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@yusufxzy

Muhammad Yusuf

1 year

@pumpernikhil @curiouscatwang @evanbfish @vikramcantsingh @PortalVentures Financialization and gaming are quite the centre pieces of crypto. There are other areas that haven't picked off yet such as DeSco. A core theme across these segments is identity. Crypto enables all of these utilities as a result of ownership.

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@yusufxzy

Muhammad Yusuf

2 years

@akshayjain865 @Dul_dul @officialmudrex @TapzoApp @DeutscheBank These are all awesome defi folks. Additionally, you should check out @archismandas of @brew_defi , @Harshita_125 of @TimeswapLabs and @bhoga of @Defy_Club as well

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@yusufxzy

Muhammad Yusuf

1 year

These charts measure seller and buyer volume across all NFT marketplaces on Polygon. Opensea and Aavagotchi are observed to have most of the seller and buyer volume on Polygon. 5/11

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@yusufxzy

Muhammad Yusuf

2 years

@ntkris @akshayjain865 @epnsproject @harshrajat @Riijo @epnsproject has a simple chrome extension. You can download the extension, sign in with your wallet and you will receive notifications if you have opted to receive notifications from your dapps. You can choose to optin on

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@yusufxzy

Muhammad Yusuf

7 months

@be_originstake Thanks!

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@yusufxzy

Muhammad Yusuf

11 months

It's actually happening :D

@hasufl

Hasu⚡️🤖

11 months

Surprise! Uncommon Core is back, and it's all-new. Excited to explore the technology & incentives that make public blockchains work w/ my new co-host, @jon_charb . Special focus will be on MEV, blockchain security, and the rollup ecosystem

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@yusufxzy

Muhammad Yusuf

1 year

These charts measure buyer and seller retention, and monthly number of new users on Opensea - Polygon. Apart from the decline in the inflow of new users, most buyers and sellers are not retained beyond 4 months. 6/11

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@yusufxzy

Muhammad Yusuf

10 months

@Elegy4TheArctic Indeed. They tie into one another. MEV capture goes through validators, which become rewards for stakers on liquid staking protocols that will soon be powered by DVT.

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@yusufxzy

Muhammad Yusuf

9 months

What are you trying to compensate for with your fund size?

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@yusufxzy

Muhammad Yusuf

6 months

@socrates1024 Makes sense, applies to MPC as well. Yes, threshold.

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@yusufxzy

Muhammad Yusuf

11 months

@0xSydney Crypto Twitter as a Service, anyone buidling?

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@yusufxzy

Muhammad Yusuf

5 months

@karsenthil @zksync Congratulations!

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@yusufxzy

Muhammad Yusuf

1 year

Number of Sales by Collection records sales across top NFT collections on Opensea - Polygon. Opensea Collections, Opensea Storefront (orange) are collections owned by various creators but are deployed addresses by Opensea. Hence most sales come under the two collections. 3/11

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@yusufxzy

Muhammad Yusuf

1 year

Revenue (USD) Per User on Opensea - Polygon in 2022 peaked in March with $0.5 per user and since has been on a decline 8/11

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@yusufxzy

Muhammad Yusuf

6 months

@sk1122_ not Github links but these talk about their UTXO implementations Penumbra - … Panther - … Namada - Railgun - … Aztec Forum -

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@yusufxzy

Muhammad Yusuf

1 year

In Q1 2022. around %19-16 of sales volume on Opensea on Polygon was from whales. This percentage has been in decline with the overall volume. 9/11

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@yusufxzy

Muhammad Yusuf

1 year

@Safaryclub GM

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@yusufxzy

Muhammad Yusuf

11 months

@amrali0fx @BuidlersTribe @0xomaryehia @the_matter_labs This is great! thanks for sharing.

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@yusufxzy

Muhammad Yusuf

1 year

The chart below shows Opensea's user market share compared to all NFT marketplaces on polygon. We can see a decline in user marketshare given the adoption of other marketplaces such as Aavagotchi, Playdapp, NFTrade, Tofunft and more. 4/11

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@yusufxzy

Muhammad Yusuf

2 years

@BanklessHQ Not uponly

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@yusufxzy

Muhammad Yusuf

7 months

@Sthomas1100 Thanks Samuel!

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@yusufxzy

Muhammad Yusuf

1 year

Ways to increase retention - Partner with creators/collections whose NFTs bring more utility - Improve user experience with better security and smoother interface - Improved creator/seller vetting - Making it highly inconvenient for wash traders 11/11

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@yusufxzy

Muhammad Yusuf

7 months

@arjunnchand @Delphi_Digital Ty ser!

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@yusufxzy

Muhammad Yusuf

6 months

@DarkDotFail I think now we can move beyond just privacy coins for privacy because some protocols have expanded their shielded set to include other tokens as well. We have a couple of Crypto dark pool protocols that are in development. I've covered them and other Privacy defi protocols here

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@yusufxzy

Muhammad Yusuf

2 years

@joel_john95 skies are therapeutic

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@yusufxzy

Muhammad Yusuf

10 months

L1s, L2s or any protocol engaging community with quests. Sus or sustainable?

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@yusufxzy

Muhammad Yusuf

8 months

@0xRainandCoffee Flash Boys by Michael Lewis is also pretty interesting

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@yusufxzy

Muhammad Yusuf

7 months

@0xameya Noice one

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@yusufxzy

Muhammad Yusuf

10 months

@MaanavKhaitan Hi Maanav, would like to chat about Warp with you. (This is me sending you a DM request because I don't have twitter blue)

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@yusufxzy

Muhammad Yusuf

7 months

@YPSONO_33 Thanks!

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@yusufxzy

Muhammad Yusuf

9 months

@UCC2_xyz @jon_charb

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@yusufxzy

Muhammad Yusuf

7 months

@joel_john95 As long as they share photos on Twitter and Linkedin, fine by me

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@yusufxzy

Muhammad Yusuf

7 months

@Marcin_Kaz13 Thanks!

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@yusufxzy

Muhammad Yusuf

1 year

@pet3rpan_ /join

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@yusufxzy

Muhammad Yusuf

1 year

@expctchaos Hey @expctchaos , where to DM you?

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@yusufxzy

Muhammad Yusuf

1 year

@aribk24 Allo?

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@yusufxzy

Muhammad Yusuf

7 months

@beingivish Thanks!

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@yusufxzy

Muhammad Yusuf

7 months

@NitanshuL @EFDevconnect Devconnect 2023 happens only once

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@yusufxzy

Muhammad Yusuf

5 months

@azeemk_ Great going! Excited for what's next

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@yusufxzy

Muhammad Yusuf

7 months

@thedaodad Thanks!

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@yusufxzy

Muhammad Yusuf

7 months

@Emperorveena I've broken down how a couple of these protocols enable privacy here

Diving Into Dark Pools

Privacy on Transparent Blockchains - PART 1

distributedresearch.substack.com

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@yusufxzy

Muhammad Yusuf

1 year

@pumpernikhil @curiouscatwang @evanbfish @vikramcantsingh @PortalVentures I'd say a function of both financialization and ownership drive participation

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@yusufxzy

Muhammad Yusuf

11 months

@ObadiaAlex congratulations!

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@yusufxzy

Muhammad Yusuf

11 months

@bridge__harris @foundersfund @joeykrug Congrats @bridge__harris

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@yusufxzy

Muhammad Yusuf

4 months

@Psaul26ix gm

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@yusufxzy

Muhammad Yusuf

1 year

@expctchaos Thank you

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@yusufxzy

Muhammad Yusuf

6 months

@CryptoSwim @ocean_xiaobai True. Dark pools like Renegade, and Portal Gate aim to do this exactly.

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@yusufxzy

Muhammad Yusuf

6 months

@arjunnchand @lifiprotocol Great going!

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@yusufxzy

Muhammad Yusuf

1 year

@blockchaincap @anay_sim Congrats @anay_sim !

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@yusufxzy

Muhammad Yusuf

1 year

@CryptoSapiens_ @dwr @farcaster_xyz @humptycalderon Great to see this here @humptycalderon

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@yusufxzy

Muhammad Yusuf

2 years

@saniyamore Cowmunity call @divine_economy

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@yusufxzy

Muhammad Yusuf

11 months

@0xKofi Sharif bhai, Kormangala is quite something for an authentic south Indian biriyani

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@yusufxzy

Muhammad Yusuf

1 year

On/off ramp game changing for India right here

@onmetahq

Onmeta

1 year

1) 📢 . @stripe processed $800B in payments in 2022 and expects to process $1 TRILLION in 2023. This fintech giant has made a significant stride towards global adoption of crypto with the launch of their crypto on/off ramp for US-based businesses. But what about constrained yet

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@yusufxzy

Muhammad Yusuf

1 year

@madhavanmalolan @protocolreclaim @portalgateme by @jemma_xu

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@yusufxzy

Muhammad Yusuf

2 years

@ishita7077 Allo

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@yusufxzy

Muhammad Yusuf

7 months

@zkCyborg Narwhal (Sui) - AptosBFT (based on Hotstuff) - DBFT -

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@yusufxzy

Muhammad Yusuf

11 months

@blockworksres Is it public info that BASE plans to share 10% of sequencer revenue? Where can I find more info on this?

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@yusufxzy

Muhammad Yusuf

11 months

@kay_phillips_ @EclipseFND @alt_layer @Calderaxyz This is great!

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@yusufxzy

Muhammad Yusuf

7 months

@skelegrow @Delphi_Digital Thank you!

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@yusufxzy

Muhammad Yusuf

5 months

@CannnGurel Crowdfunding & simple transfers - gaming changing for a lot of the population

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@yusufxzy

Muhammad Yusuf

8 months

@IBWofficial Vitalik?

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@yusufxzy

Muhammad Yusuf

7 months

@kratikl_ LFG ser!

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@yusufxzy

Muhammad Yusuf

5 months

@GwartyGwart This is beautiful 👌

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@yusufxzy

Muhammad Yusuf

7 months

@JQuantAnalytics Thanks!

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@yusufxzy

Muhammad Yusuf

6 months

@thejewforu @nil_foundation LFG! 🫡

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@yusufxzy

Muhammad Yusuf

11 months

@gakonst Can't wait to see all the new bankai and hear the OSTs

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@yusufxzy

Muhammad Yusuf

9 months

@expctchaos LFG m8

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@yusufxzy

Muhammad Yusuf

7 months

@keoneHD Thanks!

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@yusufxzy

Muhammad Yusuf

7 months

@shutterbugsid LFG ser

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@yusufxzy

Muhammad Yusuf

10 months

@DVStakers @ssv_network Nice flex

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@yusufxzy

Muhammad Yusuf

1 year

Next steps: While Reach metrics have declined in the last quarter, it is just a matter of another bull run for the reach numbers to get back up as opensea is a market leader. So it would be best to focus on user retention that will also contribute to revenue. 10/11

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@yusufxzy

Muhammad Yusuf

7 months

@kcazeth Thanks!

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@yusufxzy

Muhammad Yusuf

10 months

@kartik1507 @Tim_Roughgarden @ElaineRShi @MatheusVXF @sreeramkannan @drakefjustin @ittaia @aniketpkate This was great! Thanks so much for organizing. Been thinking about what @ElaineRShi said about having more researchers at the intersection of cryptography and mechanism design. Where may I find a recording of the session?

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@yusufxzy

Muhammad Yusuf

9 months

@FurqanR Sign me up!

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@yusufxzy

Muhammad Yusuf

7 months

@0xameya The broader Consensus / MEV community needs this.

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@yusufxzy

Muhammad Yusuf

7 months

@DaftaryNeel I'm up for it

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@yusufxzy

Muhammad Yusuf

7 months

@563defi Thank you!

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