Trace retweeted
the concentration of high quality projects on Metadao is higher than anything else in crypto
Credible Finance, Jurassic Finance, Rip Cars, Avici, Umbra, Solomon, syndicate, Omnipair, lasso. Just a stacked lineup
there is this notion that metadao launches create adverse selection for the quality of founders/projects, but id argue that
1) this isnt true currently
2) it will actually be the opposite in future. ALL high quality founders will launch via Metadao and if they dont the market will interpret that as a negative
the long term thesis for Metadao is that the next wave of major winners over the next few years are all going to come from metadao
Trace retweeted
You can’t MVP your way into orbit.
First Field Notes from @rakka_sol on the learnings behind Omnipair Dusk (V2), from LP-driven lending risk pricing to market structure.
Trace retweeted
I want to see the @metaproph3t x @BorisJohnson governance debate
Former Prime Minister of the United Kingdom. Former Mayor of London.
@BorisJohnson led the country for three years and this city for eight. He’s on stage at Breakpoint, November 15-17.
Trace retweeted
FIRST EVER PUBLIC ONCHAIN DINOSAUR SALE
66 million years and 2 months in the making.
Today, Deaton the Triceratops was officially acquired for $600,000, funded by $TRCH1 holders.
The future of owning history is happening on @Solana.
Trace retweeted
Alpenglow is now live on Solana mainnet. ⛰️
Finality just went from ~12.8 seconds to ~150ms.
The biggest consensus upgrade in Solana’s history, built by @anza_xyz.
ATHs for institutional interest
You've followed what we're building. Now, drive the strategy.
DMs are open for believers:
➤ Head of Digital Assets Product Strategy
➤ Head of Franklin Crypto Capital Formation
➤ Head of Franklin Crypto Private Credit
➤ Program Manager, Digital Audience Engagement
➤ VP, Business Development, Crypto Markets
Ready to shape the future?
⬇ ⬇ ⬇ ⬇ ⬇
Trace retweeted
the "investable token" thesis is becoming true
if your token dont have real revenue, real value accrual and distributions that dont make holders feel like exit liquidity -> you are fucked
cool thing now is that the market rewards those structures, so more teams are incentivized to optimize for the token itself
so you get:
before = token as extraction vehicle
now = token as the actual investable asset
how it should always have been but never really the case
there is nothing more bullish for the industry
pretty sure we've reached the point where S tier operators are realizing that it is far more efficient to drive value to your token rather than have an equity vehicle and pray for an acquisition / IPO - and so it makes way more sense to just "do the right thing"
creating internet capital markets and making every liquid fund's dream come true
99% of tokens don’t have the liquidity or price feeds to ever support a perp market. The long-tail is where Solana thrives and it still lacks leverage market structure that scales
That changes soon
.@Basket_on_sol is coming out with some very interesting basket tokens and this one is my favorite so far
SOV, the Store of Value Index, is live on Basket. It’s one token on Solana that holds solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp, solana:A7bdiYdS5GjqGFtxf17ppRHtDKPkkRqbKtR27dxvQXaS, solana:AymATz4TCL9sWNEEV9Kvyz45CHVhDZ6kUgjTJPzLpU9P, solana:cbbtcf3aa214zXHbiAZQwf4122FBYbraNdFqgw4iMij at 50%, 15%, 15% and 20%, four assets with very different histories that share one property: none of them can be printed at will. Bitcoin and Zcash are capped at 21 million coins, gold only grows as fast as it can be mined, and ORE runs under its own hard cap.
Trace retweeted
SOV, the Store of Value Index, is live on Basket. It’s one token on Solana that holds solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp, solana:A7bdiYdS5GjqGFtxf17ppRHtDKPkkRqbKtR27dxvQXaS, solana:AymATz4TCL9sWNEEV9Kvyz45CHVhDZ6kUgjTJPzLpU9P, solana:cbbtcf3aa214zXHbiAZQwf4122FBYbraNdFqgw4iMij at 50%, 15%, 15% and 20%, four assets with very different histories that share one property: none of them can be printed at will. Bitcoin and Zcash are capped at 21 million coins, gold only grows as fast as it can be mined, and ORE runs under its own hard cap.
Trace retweeted
I’m not exaggerating when I say @0xmoaz is one of the craziest, most talented product designers I’ve worked with
The video shows multiple agents overhauling the app for Dusk, each working on parallel tasks while he orchestrates it all. The team can track progress on each component family and see whether changes are still local and uncommitted, or pushed to the repo and ready to preview
+ incl automated storybook and visual testing on every new PR
lab.zee.gg/omnipair/marks
Trace retweeted
$OMFG is now live on @UmbraPrivacy
Trade Omnipair's ownership token without telegraphing your every move.
Trace retweeted
Umbra v2 is now live
The privacy layer for money
umbraprivacy.com