Analyst, Ex-Biomedical Engineer Daily Reads | https://t.me/cookiesreads https://twitter.com/jinglingcookies Drinking butterbeer at Hogsmeade
Cookies Market Thoughts | 24 March 2024
The market has been moving like Usain Bolt in a marathon - Narratives are perpetually changing, at an extremely fast rate. Jotting down some notes on the trends/conversations I’ve seen on Twitter and ideating on trade ideas/solutions it could potentially translate into eventually Trends / ConversationsData Been seeing more talk around cloud and data - case in point here with Georgios Comprehensive data ecosystem map can be found here - useful to identify some potential tokens - thinking of $P...
Cookies Market Thoughts | 24 March 2024
The market has been moving like Usain Bolt in a marathon - Narratives are perpetually changing, at an extremely fast rate. Jotting down some notes on the trends/conversations I’ve seen on Twitter and ideating on trade ideas/solutions it could potentially translate into eventually Trends / ConversationsData Been seeing more talk around cloud and data - case in point here with Georgios Comprehensive data ecosystem map can be found here - useful to identify some potential tokens - thinking of $P...
Revving up ETH Yields with vETH by Vector Reserve
DeFi has come a long way and provided users with many opportunities to earn more yield with ETH, but they're not without their drawbacks. Issues like impermanent loss and the complexity of generating yield are real pain points for users. Picture this: A world where earning yield with ETH is less of a maze and more of an express lane to rewards. This is the world that Vector Reserve is building by offering vETH, an asset that amplifies the economic security of Ethereum, while offering use...
Revving up ETH Yields with vETH by Vector Reserve
DeFi has come a long way and provided users with many opportunities to earn more yield with ETH, but they're not without their drawbacks. Issues like impermanent loss and the complexity of generating yield are real pain points for users. Picture this: A world where earning yield with ETH is less of a maze and more of an express lane to rewards. This is the world that Vector Reserve is building by offering vETH, an asset that amplifies the economic security of Ethereum, while offering use...
CoW Swap: Intents, MEV, and Batch Auctions
Low Fees and MEV-Resistant Trades: Made possible through intent-based architectureSpecial thanks to Anna and Alex for feedback and input on CoW Swap and its novel design mechanismsKey TakeawaysCoW Swap is an intent-based application that allows users to leverage signed messages to express their intent to trade (e.g. swap token A to token B)A batch auction mechanism is utilized, in which a network of solvers compete amongst each other to maximize user orders surplus, via Coincidence of Wants (...
CoW Swap: Intents, MEV, and Batch Auctions
Low Fees and MEV-Resistant Trades: Made possible through intent-based architectureSpecial thanks to Anna and Alex for feedback and input on CoW Swap and its novel design mechanismsKey TakeawaysCoW Swap is an intent-based application that allows users to leverage signed messages to express their intent to trade (e.g. swap token A to token B)A batch auction mechanism is utilized, in which a network of solvers compete amongst each other to maximize user orders surplus, via Coincidence of Wants (...
Restake Finance Moon Math
Restake Finance is a liquid restaking token (LRT) protocol, serving as a front-end of EigenLayer to allow for ease of restaking. To learn more about Restake Finance, refer to this tweet here, and to understand the basis of EigenLayer and restaking, refer to this. In this article, I bring you through the framework I used to value the FDV of Restake Finance ($RSTK). Disclosure: Author holds $RSTK. Nothing expressed in this article is considered as financial advise. These are just the author’s t...
Restake Finance Moon Math
Restake Finance is a liquid restaking token (LRT) protocol, serving as a front-end of EigenLayer to allow for ease of restaking. To learn more about Restake Finance, refer to this tweet here, and to understand the basis of EigenLayer and restaking, refer to this. In this article, I bring you through the framework I used to value the FDV of Restake Finance ($RSTK). Disclosure: Author holds $RSTK. Nothing expressed in this article is considered as financial advise. These are just the author’s t...
Solana: Delegated Proof-of-Stake (DPoS) and Proof-of-History (PoH)
Table of Contents:Traditional Consensus MechanismsWhat is Proof-of-History (PoH)Technical Dive into PoHDelegated Proof-of-Stake (DPoS)High Level Overview of Solana’s Consensus MechanismConclusionA blockchain’s consensus mechanism is responsible for validating transactions’ validity and adding them to the blockchain in an accurate sequence. Depending on the consensus mechanism chosen, the efficiency of the validation and ordering processes differs, resulting in different levels of throughput. ...
Solana: Delegated Proof-of-Stake (DPoS) and Proof-of-History (PoH)
Table of Contents:Traditional Consensus MechanismsWhat is Proof-of-History (PoH)Technical Dive into PoHDelegated Proof-of-Stake (DPoS)High Level Overview of Solana’s Consensus MechanismConclusionA blockchain’s consensus mechanism is responsible for validating transactions’ validity and adding them to the blockchain in an accurate sequence. Depending on the consensus mechanism chosen, the efficiency of the validation and ordering processes differs, resulting in different levels of throughput. ...
