vik0nchain (@vik0nchain) 's Twitter Profile
vik0nchain

@vik0nchain

crypto research & data @cybercapital | not financial advice

ID: 3065869306

calendar_today01-03-2015 21:31:04

3,3K Tweet

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vik0nchain (@vik0nchain) 's Twitter Profile Photo

Headlines of DeFituna capturing over 6% AMM market share, one of the most competitive corners of DeFi, have been making waves. Here's how they get their edge: Rather than "Trigger" based Pseudo-limit orders seen in Jup, FusionAMMs make limit orders part of the liquidity.

₿RRR 🛡 (Ʀezø) (@rezoshm) 's Twitter Profile Photo

Cointelegraph 520,000 Hyperliquid users generating $330.8B vs 26.5M Robinhood users generating $237.8B. That's $636,000 volume per user vs $9,000. Power user concentration creates exponentially higher unit economics on decentralized platforms. Sophisticated traders migrate first, bringing

Justin Bons (@justin_bons) 's Twitter Profile Photo

Solana is destined to become the most decentralized blockchain! Decentralization ultimately comes from fees, without scalability; Ethereum loses the game SOL price only needs to double to surpass ETH's security budget! As no one has a monopoly on decentralization & security 🧵

vik0nchain (@vik0nchain) 's Twitter Profile Photo

Phase 1: TradFi experiments on ETH. Compromising for L2s. Phase 2: "SOL as decentralized NASDAQ" becomes zeitgeist. Phase 3: Trading dominates, pushing SOLs major decentralization metrics above ETH, fragmenting liquidity. Phase 4: TradFi learns from their experiment.

vik0nchain (@vik0nchain) 's Twitter Profile Photo

Yes, BUT, if you hold AERO rather than veAERO, you get diluted against rewards tied to those fee's. Liquid staking tokens come with additional custodial operations, deterring institutional investors until smooth integrations become available.

Dylan Bane (@dylangbane) 's Twitter Profile Photo

A key distinction in tokenomic design for DePINs lies in whether they rely on existing infrastructure or require new infra to be deployed. When infra is in place, the CapEx has already been incurred. The deployer’s objective is to maximize returns by supplying those resources to

A key distinction in tokenomic design for DePINs lies in whether they rely on existing infrastructure or require new infra to be deployed.

When infra is in place, the CapEx has already been incurred. The deployer’s objective is to maximize returns by supplying those resources to
Justin Bons (@justin_bons) 's Twitter Profile Photo

Ethereum is not scaling its L1 at all! Or is it? Tomorrow, we dive deep into the latest developments on ETH scaling With Qi Zhou (ETH researcher extraordinare) Together with one of Cyber Capital's star researchers; Noah Jelich (computer scientist): x.com/i/spaces/1YpJk…