Thomas Twenhöven

805 posts

Thomas Twenhöven

Thomas Twenhöven

@ThomTwen

Blockchain logistics researcher at @THE_KLU

Hamburg, Germany Katılım Aralık 2018
89 Takip Edilen63 Takipçiler
Thomas Twenhöven
Thomas Twenhöven@ThomTwen·
Id like to registera prediction: My intuition is that the emergence of a third political party in the US, likely aligned with the tech industry, would be beneficial for crypto. But until then, it'll be plenty of fireworks
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Thomas Twenhöven
Thomas Twenhöven@ThomTwen·
@the_transit_guy An interesting thought is that the importance is to standardize the design - interior decoration can and perhaps should vary! If you've ever used the Berlin U-Bahn, you perhaps noticed that you can differentiate all the stations at a glance just from the vibe. Thats good for UX!
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Hayden
Hayden@the_transit_guy·
So why is transit so expensive to build in the U.S.? I cover it in the first part of my series, "Why Building Transit Costs So Much (Part 1): We Overbuild" out now: thetransitguy.substack.com/p/why-building…
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Hayden
Hayden@the_transit_guy·
The cost to build the Union Square/Market St. MUNI station could've built 12 metro stations in Turin, Italy.
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Hanseatic Blockchain Institute (HBI)
Gestern haben wir uns im MÖHRLE HAPP LUTHER-Büro zu einer spannenden Session rund um #DeFi versammelt – mit Steven Figura, Mitgründer von @getrebind, als unserem Speaker. Die Diskussion war interaktiv und voller interessanter Fragen aus dem Publikum.
Hanseatic Blockchain Institute (HBI) tweet mediaHanseatic Blockchain Institute (HBI) tweet mediaHanseatic Blockchain Institute (HBI) tweet media
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Thomas Twenhöven
Thomas Twenhöven@ThomTwen·
(7) Will there be hell to pay once the regulators change again? Enforcement against well-intended actors is unlikely to be worse than during the Gensler era. And removing scammers is good - not fighting them is arguably the most damaging thing Gensler has done to crypto.
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Thomas Twenhöven
Thomas Twenhöven@ThomTwen·
(6) The importance of the regulatory environment suggests alignment with US election cycles. Could we see a 4-year supercycle until the next election? I suspect that this is the delusional thought we will all have at the top this time.
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Thomas Twenhöven
Thomas Twenhöven@ThomTwen·
I wanted to share my thoughts on where we are in the crypto cycle. Is the top in? I dont think so. (1) Crypto generally undergoes a 4-year cycle due to the Bitcoin halving. This would suggest a top towards the end of 2025.
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Etherisc
Etherisc@etherisc·
We've been quiet recently. Working hard on scaling to 1m farmers this year and 100m farmers by 2030, as announced by Lemonade in Nov. More soon
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ansgar.eth
ansgar.eth@adietrichs·
Just bought 24 EURt out of curiosity. Apparently that makes me the 14th-largest EURt whale on Ethereum right now haha
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Thomas Twenhöven
Thomas Twenhöven@ThomTwen·
@KnutKarnapp How would they handle scenarios where no VASP is available to forward information to? Probably impossible to tell at this stage...
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Thomas Twenhöven
Thomas Twenhöven@ThomTwen·
@Rektko @CL207 It depends on the reason for the low vol - Ethereum has plenty of bid volume, but it wont show as trade volume when there are no matching asks.
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Rektko Capital
Rektko Capital@Rektko·
@CL207 Isn't low volume + pumping = pending rug at any moment? Or am I sinking too deep in my PTSD? Since the last 4 months, ETH always did the ugly rug pull after making new ATH.
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Thomas Twenhöven
Thomas Twenhöven@ThomTwen·
This is actually a really cool example of TradFi patterns emerging in DeFi
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Thomas Twenhöven
Thomas Twenhöven@ThomTwen·
Fintech retail brokerages profit mostly from selling order flow... I wonder if this flashbot effect could be replicated using Metatransactions. Submit your signed message to a relayer. They pay for your TX, but get to frontrun/backrun your order.
PhABC@PhABCD

If you are doing a decently large trade on a dex, might as well put gas price to 1 Gwei and wait for a Flashbot to pick it up and sandwich you. You will be sandwitched anyway, so might as well not pay gas fees for it.

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