Halo: A privacy layer for stablecoins
AbstractHalo is a privacy layer for stablecoins unlocking the next private neobanks and applications that were blocked by the lack of anonymity and confidentiality of networks. Halo Network introduces a new extension a a privacy-preserving EVM chain purpose-built for stablecoin use cases. Halo combines the familiarity and composability of the EVM with the confidentiality of a UTXO-based privacy layer, allowing users to transact and build privately without sacrificing interoperability or liqui...
Halo: A privacy layer for stablecoins
AbstractHalo is a privacy layer for stablecoins unlocking the next private neobanks and applications that were blocked by the lack of anonymity and confidentiality of networks. Halo Network introduces a new extension a a privacy-preserving EVM chain purpose-built for stablecoin use cases. Halo combines the familiarity and composability of the EVM with the confidentiality of a UTXO-based privacy layer, allowing users to transact and build privately without sacrificing interoperability or liqui...
Ape tax
For the longest time, I didn’t view pump.fun in any different way than how I thought about most of the meme ecosystem. It was just a new interesting way to bootstrap liquidity for memetics, but as it went on to become the biggest onchain revenue and crime avenue, my thoughts remained mixed and convoluted. Kaito came to ct late last year, I had seen their website before but the ux was clunky and unimpressive so I never gave a second thought but kaito was bigger than a twitter engagement dashbo...
Ape tax
For the longest time, I didn’t view pump.fun in any different way than how I thought about most of the meme ecosystem. It was just a new interesting way to bootstrap liquidity for memetics, but as it went on to become the biggest onchain revenue and crime avenue, my thoughts remained mixed and convoluted. Kaito came to ct late last year, I had seen their website before but the ux was clunky and unimpressive so I never gave a second thought but kaito was bigger than a twitter engagement dashbo...
Musings on Price Discovery
Musings on Price discoveryWith a fading bull run comes the pressure to do a token generation event at high valuations because otherwise if you are a VC backed project with 8 figs in funding, you are cooked without a binance listing since you definitely know your tech is only valued at the number of CEX listings and shady market makers you can get for the launch. Jokes and criticism aside, I have been diving into the price discovery for a mix of work and my own interests in the past few months...
Musings on Price Discovery
Musings on Price discoveryWith a fading bull run comes the pressure to do a token generation event at high valuations because otherwise if you are a VC backed project with 8 figs in funding, you are cooked without a binance listing since you definitely know your tech is only valued at the number of CEX listings and shady market makers you can get for the launch. Jokes and criticism aside, I have been diving into the price discovery for a mix of work and my own interests in the past few months...
LRTs beyond Airdrop Meta
Tldr ->LSTs are delegation vouchers that show your participation the consensus of the network which has and these fungible assets have emerged as the biggest defi protocol to exist on any single VM with more than 35 Billion locked on eth and nearly 70% of total solana in circulation staked with liquid delegation voucher protocols. Markets price LST based on $$lst_value ∝ native_yield+ native_slashing_risk$$dune dashboard by lidoWith the emergence of restaking and economic security as a meme, ...
LRTs beyond Airdrop Meta
Tldr ->LSTs are delegation vouchers that show your participation the consensus of the network which has and these fungible assets have emerged as the biggest defi protocol to exist on any single VM with more than 35 Billion locked on eth and nearly 70% of total solana in circulation staked with liquid delegation voucher protocols. Markets price LST based on $$lst_value ∝ native_yield+ native_slashing_risk$$dune dashboard by lidoWith the emergence of restaking and economic security as a meme, ...
Tales of composability
You can get away through any protocol conversation in crypto by saying "But its not composable bro" like you did when you just added zk to the bio or name of your project at the start of 2023 but like everything interesting but overhyped Composability is just known and there is a chasm of difference between knowing and understanding something. The Focus of this post is to give a general sense of what We mean and don't mean by composability and the landscape of the myth of "Cross-chain co...
Tales of composability
You can get away through any protocol conversation in crypto by saying "But its not composable bro" like you did when you just added zk to the bio or name of your project at the start of 2023 but like everything interesting but overhyped Composability is just known and there is a chasm of difference between knowing and understanding something. The Focus of this post is to give a general sense of what We mean and don't mean by composability and the landscape of the myth of "Cross-chain co...
