Nick Carpinito
2.5K posts
Nick Carpinito
@0xMetaLight
Research @blockworksres / @Blockworks | Cooking @DePINPulse
Boston Katılım Aralık 2021
1.5K Takip Edilen3.1K Takipçiler
Nick Carpinito retweetledi
Blockworks Research on Bloomberg
zoomer@zoomerfied
[ ZOOMER ] CME AND NYSE ARE PUSHING THE US TO REGULATE HYPERLIQUID, DUE TO CONCERNS ABOUT MARKET MANIPULATION AND SANCTIONS EVASION: BBG
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"What initially looked aggressive became increasingly plausible as the IPO process evolved: the range was revised higher, the offering was upsized, and reported demand exceeded available shares by more than 20x"
shaunda devens@shaundadevens
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Sky mints USDS, Framework routes it to real-world operators, yield flows back to Sky at 3.95%.
The spread OBEX keeps (1.88-3.03%) is wider than Grove's because the underlying assets will be harder to underwrite.
Nick Carpinito@0xMetaLight
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Elizabeth Warren had a seat at the table on generational financial legislation and spent it citing tornado cash AML concerns.
Proud to be a Massachusetts resident
U.S. Senate Banking Committee GOP@BankingGOP
🚨 WATCH: Chairman @SenatorTimScott leads the Senate Banking Committee in a historic markup of the CLARITY Act, legislation to establish clear rules of the road for digital assets. twitter.com/i/broadcasts/1…
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Following up on yesterday's Sky report from @0xcarlosg, today we are publishing our deep dive on @obexincubator.
TLDR: OBEX is Sky's bet on becoming crypto's wholesale lender to the real economy.
Nick Carpinito@0xMetaLight
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Telegram replacing the TON Foundation is a catalyst worth watching.
Cocoon (decentralized AI inference on TON, built by Telegram) has had no commits in 30+ days and no Telegram channel activity since November.
Telegram is now the demand side, the largest validator, and the team behind the GitHub repo. Cocoon has no excuse not to ship.
DEGEN NEWS@DegenerateNews
NEW: @telegram CEO @durov SAYS TON GLORY DAYS ARE "INEVITABLE" - FOLLOWING ANNOUNCEMENT OF TELEGRAM REPLACING TON FOUNDATION AS MAIN DRIVER & LARGEST VALIDATOR
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Bittensor's Conviction mechanism shipped to mainnet yesterday.
Subnet owner emissions now auto-lock, with unlocks starting a ~3 month release schedule for 95% of the alpha tokens.
Openτensor Foundaτion@opentensor
Other networks have "rug pulls" every day. They ignore this problem. TradFi startups solved this with vesting cliffs. Introducing Bittensor "Conviction" - locked stake so token holders can cryptographically verify an owner's long-term commitment. Trust proven mathematically.
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Sky is now the third-largest stablecoin issuer at $12.3B, behind only Tether and Circle. $8.1B of that is USDS, up 47% YTD. $5.7B sits in sUSDS earning the Sky Savings Rate. Full breakdown of the balance sheet, Agents, and SKY valuation framework below.
Deeper dive on @obexincubator dropping tomorrow
Carlos@0xcarlosg
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Tune in next Wednesday at 1PM EST for a @jito update straight from the source
jtx
Blockworks@Blockworks
1/ Join us in partnership with Jito for their official Q1 Quarterly Call, where we’ll break down the numbers, trends, and key takeaways from Q1 for one of crypto’s most influential protocols. - Wednesday, May 20 - 1 pm ET
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Orca is getting re-rated, up 78% over 30d. Circulating P/S has ripped to ~8x after sitting around 4-5x for most of March/April.
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Yeah and it's not close
Frank “Grits” Greenborne@squirmy6908
Sausage egg and cheese is better than bacon egg and cheese.
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@hoskilien @MrTelecoms @GEODNET @GlowFND @helium @chutes_ai @akashnet @Filecoin @Livepeer @WorldMobileTeam Where is the API endpoint though? Is there a way to verify onchain?
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@0xMetaLight @MrTelecoms @GEODNET @GlowFND @helium @chutes_ai @akashnet @Filecoin @Livepeer @WorldMobileTeam Thank you for responding! :) Here is the real-time metrics.
worldmobile.io/about/ecosyste…
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DePIN multiples are compressing unevenly.
The revenue leaders now trade in a 2-10x band. That's infrastructure pricing, not crypto pricing. The narrative-era names remain at valuations disconnected from the revenue they're producing.
Two implications:
1. The category is no longer fungible. Indexing DePIN means indexing two very different businesses.
2. The rerate, when it comes, will be asymmetric toward the cashflow names, away from the legacy ones.
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@hoskilien @MrTelecoms @GEODNET @GlowFND @helium @chutes_ai @akashnet @Filecoin @Livepeer @WorldMobileTeam Maybe @WorldMobileTeam should make revenues verifiable onchain
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@MrTelecoms @0xMetaLight @GEODNET @GlowFND @helium @chutes_ai @akashnet @Filecoin @Livepeer When the $WMTX post gets more likes than the original poster.
Maybe @0xMetaLight should list @WorldMobileTeam and do a deep dive.
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