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AshurCapital.eth 🦇🔊

AshurCapital.eth 🦇🔊

@AshurCapital

Degen Alpha Trader | Bullish on #ETH and ETH-rollups

Singapore Katılım Temmuz 2015
269 Takip Edilen5.2K Takipçiler
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TEN (🔟/🔟)
TEN (🔟/🔟)@tenprotocol·
We're increasing rewards from 2.25% to 5% That's 2x+ for the community. Consider it our Christmas gift 🎄 Details dropping soon. See you in 2025.
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〽️ᄃムt 🐾
〽️ᄃムt 🐾@mztacat·
Open Private discord of 2000 only, [Max Capped] Share 500 SPOTS for free based on Interactions with profile, Great Community Devs, Mods, Followers, DEGENS Gated 1500 spots!? _____ Ready? Recover payment fee with Alpha! ------ Soulbound NFT to remain in Discord! 📳
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Bryan Pellegrino (臭企鹅)
Bryan Pellegrino (臭企鹅)@PrimordialAA·
@tomkysar Pretty crazy to think about the impact these markets have both on the event and changing perception quickly when it used to lag a long time
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Bryan Pellegrino (臭企鹅)
Bryan Pellegrino (臭企鹅)@PrimordialAA·
The goal of any distribution should be to get the initial tokens into the hands of the most aligned users. It used to be easy, it was just your users -- they believed in the product and used it regardless. Now it's a minefield of mercenaries who don't believe in it at all but think that farming it is +EV and will just move on after, i.e. using the protocol is "just a trade" to them. Adding another eligibility metric of 'donate to protocol guild' felt like a way to create shared alignment with our core principles and really the principles the entire space was built on. Immutable, permissionless, censorship-resistant infrastructure owned by all. It would have been so much easier to *NOT* do this. All of the money was donated directly to @ProtocolGuild, @LayerZero_Fndn additionally is donating $10m, like so so so so much easier not to do it overall but it felt like it could actually start a conversation and also build alignment. Didn't play out that way (obv), you see the 'airdrops are dead' conversation definitely starting everywhere have seen 100 posts on it since but it's clear we didn't build the alignment we wanted and had immense backlash. You learn, intention was there but we were clearly wrong. Sometimes you have to take the L
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Jonathan Bales
Jonathan Bales@BalesBets·
So impressed by what @PrimordialAA and the @LayerZero_Labs team have built and, more important, the way in which they've done it: with a focus on engineers, durable users, and long-term growth. Bryan's conviction and vision allow LayerZero to test truly unique approaches - like the first-of-its-kind attack on sybils and proof-of-donation concept - free from concern of short-term reactions. Even if you're not into crypto, I recommend listening to any interview with Bryan just because I think he's a great entrepreneur with a fascinating mind. Really useful to hear him reason through difficult problems. x.com/laurashin/stat…
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Andrew Kang
Andrew Kang@Rewkang·
A common comparison for Ethereum is that of a tech stock If that is the case then the best proxy would be Intel. At one time, one of the hottest things in the world with unbounded growth expectations A few bubbles later in its lifetime, but generally the first big one was the peak as it becomes more apparent that growth is bounded, innovation slowing, and competitors are taking market share. This results in lower projected growth affecting the multiples that investors are willing to pay Tell me how you pitch 200x PS, negative revenue growth and negative profitability to investors at a $420B price. Crypto retards will buy into this but its a pipe dream to believe that tradfi will buy into it in size given current fundamentals Retardio
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Andrew Kang@Rewkang

x.com/i/article/1804…

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𝗙𝗮𝘀𝘁𝗟𝗶𝗳𝗲
Little thought for the proud participants of LayerZero's Snitch2Earn program: 1/ Look at the chart 2/ Look at yourself in the mirror Shame hits you twice... Your treasure acquired at the price of your dignity goes straight to the bottom of the ocean! 𝗚𝗚 𝗟𝗢𝗦𝗘𝗥𝗦 🫵😹
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AshurCapital.eth 🦇🔊
AshurCapital.eth 🦇🔊@AshurCapital·
@PrimordialAA @Crypto_Punja Damage is already done. Agreeing that it could have been done better and apologizing superficially without any immediate resolution equivalent to pre-airdrop is just outright insincere
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Bryan Pellegrino (臭企鹅)
Bryan Pellegrino (臭企鹅)@PrimordialAA·
@Crypto_Punja I think this is very honest feedback. I also agree the execution was not nearly perfect (as I state in the interview with Laura). As to the rest I’d like to take a week and reflect back with more formulated thoughts than an off-the-cuff tweet
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Axel Bitblaze 🪓
Axel Bitblaze 🪓@Axel_bitblaze69·
Lol I thought airdrops would save us from the toxic work culture, but looking at the recent ones, it feels like nothing's changed, lol. In a mid-tier job, you get your paycheck at the end of the month while your boss hurls slurs at you daily. It's no different from grinding for airdrops, only to be called an e-beggar after wasting all that energy and time clicking buttons and paying fees. Sure, you can try to maximize your gains with multiple wallets, but isn’t that just like working multiple jobs? Back in the day, airdrops were different. You’d get rewards unknowingly, like buying an ENS domain because it was cool and handy, then getting the $ENS airdrop for holding it. Same with $UNI Airdrop for just 1 swap or and DeFi activity on uniswap Nowadays, the airdrop scene feels more like a beta tester job: less fun, more hectic, and more PvP-like, fighting for a spot on a random leaderboard with forced LPs and locks. In the end, they’ll still call us "e-beggars" and say "we’re giving you free money," take it or leave it. lmao did you see what poker pro stinky pengu Bryan said today ?
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AshurCapital.eth 🦇🔊
AshurCapital.eth 🦇🔊@AshurCapital·
@AvailProject @OKX_Ventures Isn't series A done a while back? x.com/AvailProject/s…
Avail@AvailProject

We're thrilled to announce that we have secured $75m in total funding. Led by @foundersfund, @dragonfly_xyz, and @cyberfund, we have closed pre-seed, seed, and series A rounds of $5M, $27M, and $43M respectively. With this, we're looking forward to accelerating our vision of building the Unification Layer. The Unification Layer consists of: 1. Avail DA - The base data availability layer that provides core infrastructure allowing networks of blockchains built on top to scale efficiently. 2. Avail Nexus - A proof aggregation and sequencer selection ZK rollup on top of Avail DA, allowing for cross-rollup and cross-ecosystem settlement. 3. Avail Fusion - A crypto-economic security layer secured by multiple assets such as BTC and ETH.

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Avail
Avail@AvailProject·
Welcome @OKX_Ventures to the unification journey! We’re joined by OKX Ventures as part of our Series A round announced recently. Excited to be building the unification layer for web3 with their backing. Read more here - okxventures.medium.com/okx-ventures-a…
OKX Ventures@OKX_Ventures

We’re thrilled to announce the series A round investment in Avail, a unification layer designed to solve rollup fragmentation at scale. @AvailProject okxventures.medium.com/okx-ventures-a…

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Nillion
Nillion@nillion·
COMMUNITY ROUND LIVE The Nillion Community Round is now live on @CoinList Take part by clicking the link below: coinlist.co/nillion
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Insightful
Insightful@info_insightful·
We've all been what you would call Pellegrino-ed L0 makes gorillions in fees over the past 2+ years Constantly boasts about user metrics Raises another round at 8 figs for $3B valuation in the meantime And you then simply break even on the fees spent Never mind the time cost GGs better luck next cycle
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SmartecVitalik
SmartecVitalik@Smartecio·
Arbitrum: 11% allocated to over 600,000 users. Their RFP was a completely separate allocation. Optimism: 14% allocated for airdrops. So far, they have conducted four rounds of airdrops. The first one was 5%, but only 250,000 individuals were eligible. Zksync: Although I shouldn't be discussing this, they failed in terms of criteria but not allocation. They stayed true to their promises. They allocated a whopping 17.5% to the community, which many expected LayerZero to do because both projects acquired a large number of durable users simultaneously. They were the two most talked-about projects in web3 for a long time. Wormhole: 6.17%, all unlocked. RFP is not included. Around 400,000 users were eligible. There are many more examples we could discuss. Allocating just 5% to core users is the lowest so far, especially for a project that has generated significant revenue and received substantial funding. There's no excuse for this unless the VCs, who own the project, have made a permanent decision. I'm not trying to FUD at all. I'm just stating nothing but pure facts.
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Crypto_Painter
Crypto_Painter@CryptoPainter·
最近的精神状态......
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Bryan Pellegrino (臭企鹅)
Bryan Pellegrino (臭企鹅)@PrimordialAA·
4:30am, need to sleep a few hours and then will be on for the next 24 hours straight. Back asap
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Chadwick
Chadwick@cdwk0·
With the ZK claim opening in less than 12 hours, now is the time to finalize your post-airdrop strategy. High volatility is expected, bringing with it emotional turmoil and the risk of bad decisions. Don't let feelings jeopardize years' worth of work. Have a plan and stick to it.
Chadwick@cdwk0

A simple heuristic to decide whether to sell your airdrop is to assess if you would buy the same position given the: - market valuation - tokenomics and unlock schedule - overall market conditions If the answer is no, start selling until your stance shifts.

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AshurCapital.eth 🦇🔊
AshurCapital.eth 🦇🔊@AshurCapital·
@PrimordialAA Bryan, please check for false positives here. I'm seeing wallet clusters of 20 or lesser getting included. Just to name a few: cluster_0027 cluster_0039 cluster_0044 cluster_0079 cluster_0082 cluster_0084 cluster_0096 ..... commonwealth.im/layerzero/disc… x.com/AshurCapital/s…
AshurCapital.eth 🦇🔊@AshurCapital

@PrimordialAA @shokati_mehdi @DeBankDeFi Bryan, thankfully I'm not in the list😅 However, I did notice that some clusters of 20 wallets or less from commonwealth reports are mislabeled and included in the list. Might want to double check again

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Bryan Pellegrino (臭企鹅)
Bryan Pellegrino (臭企鹅)@PrimordialAA·
Provisional Sybil List Nansen Chaos All (Valid and Partially Valid) Bounty Hunter submissions dropbox.com/scl/fo/rz95eb0… We're posting this here for community review. If there is a cluster here that is wrong or a report that can be proven wrong, we will remove it. This is not for individual appeals so it's not on a per address basis. Please list clusters that are clearly wrong and *WHY* the methodology is clearly wrong or how to prove it contains false positives. Please provide feedback within the next 24 hours if possible. There are a few bounty hunter reports that have been approved but have not yet been included in the list, the list may update slightly tomorrow but 99% is here. ALL of these Bounty Hunter reports are running through secondary checks with @nansen_ai and @chaoslabs, any clusters flagged in their automated sybil flows -- we will update the final list with all clusters rejected by the secondary checks after. 1:45am so I will be sleeping for the next few hours. May God have mercy on my notifications for the morning.
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