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Cookies ResearchCoW 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 (...
Cookies Research1inch Fusion: Cost-Efficient, MEV-resistant Swaps
Key Takeaways1inch Fusion offers users the most favourable swap rates while being MEV-resistantA dutch auction model is utilized, where the swap rate is decreased over timeOrders are filled by resolvers, which are professional market makers, to give the best ratesUsers get to swap gas-free, as gas is paid by the resolversWhat is 1inch?1inch is a decentralized exchange (DEX) aggregator that aggregates liquidity across the various DEXs. This contributes to deep liquidity on 1inch, offering user...
Cookies ResearchMonad: Highly Performant, Parallelized, EVM Compatible L1
Summary thread available here.Key TakeawaysHigh Performance | Solid stats 10,000 TPS. 1 second block time. 1 second finality.EVM Compatible | Building is a piece of cake Full EVM Bytecode Compatibility: Applications built for Ethereum can be deployed on Monad with no code changes Full Ethereum RPC Compatibility: User-facing infrastructure (e.g. MetaMask) can be used seamlesslyUnique Architecture | The core to high performance 2 main fundamental architecture employed by Monad to allow for high...
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Cookies ResearchCoW 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 (...
Cookies Research1inch Fusion: Cost-Efficient, MEV-resistant Swaps
Key Takeaways1inch Fusion offers users the most favourable swap rates while being MEV-resistantA dutch auction model is utilized, where the swap rate is decreased over timeOrders are filled by resolvers, which are professional market makers, to give the best ratesUsers get to swap gas-free, as gas is paid by the resolversWhat is 1inch?1inch is a decentralized exchange (DEX) aggregator that aggregates liquidity across the various DEXs. This contributes to deep liquidity on 1inch, offering user...
Cookies ResearchMonad: Highly Performant, Parallelized, EVM Compatible L1
Summary thread available here.Key TakeawaysHigh Performance | Solid stats 10,000 TPS. 1 second block time. 1 second finality.EVM Compatible | Building is a piece of cake Full EVM Bytecode Compatibility: Applications built for Ethereum can be deployed on Monad with no code changes Full Ethereum RPC Compatibility: User-facing infrastructure (e.g. MetaMask) can be used seamlesslyUnique Architecture | The core to high performance 2 main fundamental architecture employed by Monad to allow for high...
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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 / Conversations
Data
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 $POKT as a strong contender
Co-processors might also benefit from this narrative, given its ‘data access’
Others would be DePIN x AI plays like $MOBILE / $HONEY / $DIMO etc.
Solana L2
Discussion can be found here
Very interesting to see that the community is almost exactly 50/50 split at the idea of Solana L2
Think the play here could be $NEON - since it is an EVM that capitalizes on Solana tx ordering mechanism to increase throughput - similar to the concept of L2s improving execution
Areas that might be interesting to keep an eye out for should Solana L2s come to fruition would be composable solutions like shared sequencers (Rome Protocol), and perhaps bring some attention to ZK in Solana (Light Protocol)
L3s
Market seems to be looking towards L3s for more use cases - is it a natural progression to L2s / is it a narrative - maybe it’s both
Projects to keep a look out for would be $XAI and Stack, the recent L3 built using OP Stack for maintenance of points systems
State Bloat
Discussion thread here
Hasu and Jon discussed this topic in-depth in Uncommon Core podcast - will need to revisit it to find opportunities within this space
Execution Tickets
Something is going on here but I have yet to figure out what is going on here
RWA
$ONDO condo strong after BlackRock announces tokenizing of a fund with $BUIDL token. Clearpool has been performing very well
We still have more to see from RWA chains like Plume and perhaps more from Avalanche
Upcoming Events
Electra Upgrade
MaxEB will likely affect DVTs and LSTs, perhaps LRTs as well. - will have to listen to Jungle by Christine Kim to figure out opportunities there
It is a 6 - 9 months timeframe before the upgrade rolls around - an opportunity to see price action similar to $OP and $ARB before EIP-4844 rolled around
Arbitrum Gaming Fund
$400 mil gaming fund approved - $XAI seems to be the low-hanging fruit
High-hanging fruit might be… actually playing the game and farming?
A list of Arbitrum games can be found here
Liquid Staking / Restaking on Solana
Sanctum launched - I see it as an opportunity to serve as liquidity layer of Solana - which is huge considering the amount of airdrops coming to the ecosystem soon (e.g. Kamino, Tensor, Parcl etc.)
$JITO might catch a bid after they announce StakeNet - which is likely a piece of infrastructure for restaking
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 / Conversations
Data
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 $POKT as a strong contender
Co-processors might also benefit from this narrative, given its ‘data access’
Others would be DePIN x AI plays like $MOBILE / $HONEY / $DIMO etc.
Solana L2
Discussion can be found here
Very interesting to see that the community is almost exactly 50/50 split at the idea of Solana L2
Think the play here could be $NEON - since it is an EVM that capitalizes on Solana tx ordering mechanism to increase throughput - similar to the concept of L2s improving execution
Areas that might be interesting to keep an eye out for should Solana L2s come to fruition would be composable solutions like shared sequencers (Rome Protocol), and perhaps bring some attention to ZK in Solana (Light Protocol)
L3s
Market seems to be looking towards L3s for more use cases - is it a natural progression to L2s / is it a narrative - maybe it’s both
Projects to keep a look out for would be $XAI and Stack, the recent L3 built using OP Stack for maintenance of points systems
State Bloat
Discussion thread here
Hasu and Jon discussed this topic in-depth in Uncommon Core podcast - will need to revisit it to find opportunities within this space
Execution Tickets
Something is going on here but I have yet to figure out what is going on here
RWA
$ONDO condo strong after BlackRock announces tokenizing of a fund with $BUIDL token. Clearpool has been performing very well
We still have more to see from RWA chains like Plume and perhaps more from Avalanche
Upcoming Events
Electra Upgrade
MaxEB will likely affect DVTs and LSTs, perhaps LRTs as well. - will have to listen to Jungle by Christine Kim to figure out opportunities there
It is a 6 - 9 months timeframe before the upgrade rolls around - an opportunity to see price action similar to $OP and $ARB before EIP-4844 rolled around
Arbitrum Gaming Fund
$400 mil gaming fund approved - $XAI seems to be the low-hanging fruit
High-hanging fruit might be… actually playing the game and farming?
A list of Arbitrum games can be found here
Liquid Staking / Restaking on Solana
Sanctum launched - I see it as an opportunity to serve as liquidity layer of Solana - which is huge considering the amount of airdrops coming to the ecosystem soon (e.g. Kamino, Tensor, Parcl etc.)
$JITO might catch a bid after they announce StakeNet - which is likely a piece of infrastructure for restaking
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