web3 creator · trader · investor jpegs, narratives & alpha collabs ↗ dm
Joined November 2023
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things i want more of in november
- more workouts
- more reading
- more learning
- more networking
- more meaningful connections
- more quality time with family
- more skill development
- more sleep
- more opportunities
gonna try to do more than before
wbu?
more or less?
an agent can prove it followed your instructions perfectly
doesn’t mean the answer is right
think about it
you give an agent control over your funds. it comes back with one word:
done
but what actually happened behind that message?
that’s where verification matters
TEE protects the execution
the work runs inside an isolated environment, keeping private inputs hidden from the host
but you’re still trusting the hardware and the company behind it
zkVM takes a different route
it generates a cryptographic proof that the computation followed the rules
others can verify that proof without running the entire computation again
the catch? proofs cost time and compute
@termix_ai brings both into AACP through four verification levels:
» L0 manual checks, trust the people
» L1 TEE, trust the hardware
» L2 zkVM, trust the maths
» L3 TEE + zkVM, combine hardware isolation with cryptographic verification
each level changes what you’re trusting
but here’s the bit people need to understand:
even at L3, a perfectly verified run can still produce the wrong answer
verification proves how the work was done
it doesn’t prove the result was right
that distinction matters more than most people realise
sell the news
JUST IN: Nvidia CEO Jensen Huang had another affair with an $NVDA executive, NYT reports.
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Darko retweeted
What if holding a perps position came with fewer funding surprises?
Funding fees every 1, 4 or 8 hrs can make longer positions harder to manage.
That's before considering slippage, thin order books & execution costs.
@grvt_io is taking a different approach with Stable Funding Perps.
Instead of frequent funding payments, it's introducing a once daily funding structure.
Add better liquidity and smoother execution to the picture & this becomes an interesting direction for perps trading.
Less funding uncertainty, better trading conditions.
Definitely worth watching.
No more 1, 4 or 8-hourly funding.
No more thin order books.
No more paying up for size.
Stable Funding Perps. Coming soon to Grvt.
Here’s how it works, in 4 slides 👇
Set up your account today: grvt.io/a/g/whnr39m3
funding is one of the costs that comes with keeping a perp position open
on most platforms, funding payments happen every few hours. @grvt_io is introducing a different approach with its upcoming Stable Funding Perps, where funding will happen once a day
why does that matter?
fewer funding intervals could make holding costs easier to track and plan, especially for traders who keep positions open for several days. but paying less frequently doesn't automatically mean paying less. the actual funding rate still determines the cost
execution is equally important. deep order books, low slippage and efficient fills can make a real difference when entering or exiting a position
in the end, traders need more than a different funding schedule. they need predictable costs, reliable liquidity and smooth execution
that's what makes this approach worth watching
No more 1, 4 or 8-hourly funding.
No more thin order books.
No more paying up for size.
Stable Funding Perps. Coming soon to Grvt.
Here’s how it works, in 4 slides 👇
Set up your account today: grvt.io/a/g/whnr39m3
early access opportunity worth watching 👀
@Arch_Prime brings crypto, stocks and stablecoins into one place, with yield opportunities and borrowing against your holdings
potential future airdrop adds another reason to explore early
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Now, let it fight for you.
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personally, i think the real value of a buyback isn't in the amount announced, but in the ability to sustain it
wlfi has allocated $10m in usd1 to its buyback wallet on aster. that's a solid starting point, but i'm more interested in what happens once that initial allocation is used
usd1 reserve fees could help fund future buybacks as the ecosystem grows. what i'd like to see is that revenue develop into a reliable source of funding without pulling resources away from building
to me, one buyback shows a willingness to allocate capital. being able to repeat it through recurring revenue says much more about the strength of the business behind it
and that's the signal i'll be watching, not just the $10m headline
$WLFI buybacks are now live on Aster
HYPE and PUMP have already shown what consistent buybacks backed by real revenue can look like
if WLFI can do something similar as USD1 keeps growing, $10M a month would mean $120M a year in buybacks
a lot depends on how much revenue WLFI actually retains, but could be huge
every yes comes at the cost of something else
learn to say no to distractions, protect your priorities and give your best energy to what actually moves you forward
focus isn't about doing more, it's about knowing what deserves your time
Darko retweeted
Your data, your control!
Privacy is becoming an important part of the onchain experience & @PrimusLabs is working on something worth exploring.
I recently came across AlphaNet & what caught my attention is how it lets users experience private data interactions through a hands-on demo.
Rather than just reading about the technology, you can actually explore how it works:
> Visit AlphaNet
> Follow the verification steps
> Explore the demo
> See how Primus approaches private data interactions
The bigger picture is interesting, making privacy and data protection more practical for the onchain ecosystem.
Worth exploring if you're curious about where onchain privacy is heading👇
