Smrti Lab is an investment fund for growth stage networks. Mass adoption ready. Value accruing public goods.
Roll-up Economics Update: Potential Impacts of EIP-4844
Brought to you by 0xfanTLDR：We have conducted calculations using two different methods to assess the potential reduction in gas fees, TPS (transactions per second), and the capacity for accommodating Rollups after the implementation of EIP-4844.Based on our estimation, EIP-4844 has the potential to accommodate significantly more Calldata, ranging from 38 times to 192 times more. This corresponds to scenarios where the Calldata sizes are 10KB and 2KB, respectively. As a result of being able to...
Roll-up Economics Update: Potential Impacts of EIP-4844
Brought to you by 0xfanTLDR：We have conducted calculations using two different methods to assess the potential reduction in gas fees, TPS (transactions per second), and the capacity for accommodating Rollups after the implementation of EIP-4844.Based on our estimation, EIP-4844 has the potential to accommodate significantly more Calldata, ranging from 38 times to 192 times more. This corresponds to scenarios where the Calldata sizes are 10KB and 2KB, respectively. As a result of being able to...
Digital Gold Rush: Investing in Pick-and-Shovel
Brought to you by @0x992 If the Gold Rush was centered around excavating tangible, scarce metal, then the crypto evolution, driven by smart contract platforms, revolves around harnessing digital scarcity. At the core of this transformation lies the notion of immutable tokens and assets – the very embodiment of digital scarcity. Traditional prospectors searched for gold due to its inherent scarcity and value. In the digital realm, smart contract platforms like Ethereum have facilitated the cre...
Digital Gold Rush: Investing in Pick-and-Shovel
Brought to you by @0x992 If the Gold Rush was centered around excavating tangible, scarce metal, then the crypto evolution, driven by smart contract platforms, revolves around harnessing digital scarcity. At the core of this transformation lies the notion of immutable tokens and assets – the very embodiment of digital scarcity. Traditional prospectors searched for gold due to its inherent scarcity and value. In the digital realm, smart contract platforms like Ethereum have facilitated the cre...
What Drives Gold Prices and What It Means for Bitcoin?
Brought to you by @bitbear,Bitcoin's 15-year journey has solidified its position as a significant asset in global market. Amidst this transformative trajectory, the link between Bitcoin’s performance and monetary policies remains a subject of ongoing discussion. As we seek to comprehend shifts in the monetary regime and its implications for the crypto industry, a retrospective analysis of gold's price dynamics emerges as a compelling avenue to explore. At the core of both Bitcoin an...
What Drives Gold Prices and What It Means for Bitcoin?
Brought to you by @bitbear,Bitcoin's 15-year journey has solidified its position as a significant asset in global market. Amidst this transformative trajectory, the link between Bitcoin’s performance and monetary policies remains a subject of ongoing discussion. As we seek to comprehend shifts in the monetary regime and its implications for the crypto industry, a retrospective analysis of gold's price dynamics emerges as a compelling avenue to explore. At the core of both Bitcoin an...
Did We Permatop in Smart Contract Network Adoption?
Brought to you by @bitbearThe market value of smart contract networks is a function of three variables: network profits (as a percentage of transaction fees), valuation multiples, and monetary premium(or liquidity condition). Valuation = Profits * P/E ratio * monetary premium(liquidity condition)source: https://ultrasound.money/While P/E ratios and monetary premiums are influenced by market sentiment and forces, network profits stem from actual network usage, making them less subjective. Belo...
Did We Permatop in Smart Contract Network Adoption?
Brought to you by @bitbearThe market value of smart contract networks is a function of three variables: network profits (as a percentage of transaction fees), valuation multiples, and monetary premium(or liquidity condition). Valuation = Profits * P/E ratio * monetary premium(liquidity condition)source: https://ultrasound.money/While P/E ratios and monetary premiums are influenced by market sentiment and forces, network profits stem from actual network usage, making them less subjective. Belo...
Builder Market: Now and the Future
Brought to you by @0xfanTLDR:The current builder market has undergone significant changes, with newcomers like Titan and Rsyc continuously expanding their market share, gradually overtaking the original share of 0x69 and others.The core factors determining market share are the ability to generate value from block building and the ability to capture order flow. Titan expands its market share through subsidies and a robust block building strategy.However, market share does not always align with...
Builder Market: Now and the Future
Brought to you by @0xfanTLDR:The current builder market has undergone significant changes, with newcomers like Titan and Rsyc continuously expanding their market share, gradually overtaking the original share of 0x69 and others.The core factors determining market share are the ability to generate value from block building and the ability to capture order flow. Titan expands its market share through subsidies and a robust block building strategy.However, market share does not always align with...
