Very cool to see a diagram from my ZK summit talk on prover networks and the proof supply chain in the wild.

As SP1 makes using ZKPs 100x easier and costs get cheaper, proving will become an increasingly important part of the modular stack.

Full talk: youtube.com/watch?v=yn45Cm…

dead cat pump

whipped up an old file and re did it for new sectors. basically,

- l1 trade still alive but big dispersion
- memecoins crushed
- ai good
- sol defi > eth defi
- modular rekt
- cosmos rekt

my man mrink0 is truly becoming one of the best writers out there. always such an easy and digestible read from start to finish.

New Delphi Markets report by mrink0 is a must read
members.delphidigital.io/reports/attent…

Please, guys. Let's go easy on the sensationalism. Tinydancer is probably going to verify finality for transactions by doing some SPV-style checks (requires work to embed transaction receipts + receipts root in the block header IIRC) and calculating the total voting stake for a…

WTF are Intents?

If you’re wondering what the newest buzzword “intents” are, look no further.

There's no better way to understand intents than by starting with Anoma, an intent-centric architecture that has been in stealth development for years ⬇️🧵

Nick White 🤳✨ members.delphidigital.io/reports/wtf-is…

if you opted into a socialfi platform i don’t really think you can complain about your holders

every billionaire in the world right now

This is like comparing “execution sharding” and “modular”

One has a precise mathematical definition, the other is marketing term intentionally derived to push a narrative that supports a new cohort of infrastructure projects.

The majority of individuals shaping public opinions about Ethereum and spreading protocol narratives are:

1. Hopelessly elitist (pretty sure we could build a blockchain out of the blocks they've handed out so far) and immune to social accountability

2. Technically limited and…

ppl seem to miss or maybe just under appreciate the fact that da fees are linear whereas execution fees are convex.

low fees on da layer ≠ low fees on execution layer

market will correct this and you are already seeing signs it is

Prove it !

The modular thesis is commonly understood to consist of four layers: DA, Consensus, Execution, and Settlement. A new layer, shared provers, is likely to be integrated into the modular thesis.

Could it become the missing piece for efficient and scalable verification?…

i'm a simple man.

this is why i've continued to baghold my solana nfts to zero.

who is building dumpdotpain? i want to speak to you.

it's our duty to send all these l2's to zero so ppl are incentivized to actually build apps.

for the sake of our industry.