Simon ⋈

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Simon ⋈

Simon ⋈

@alvariance_

My opinion is my own, DYOR | BD Arc | Validators | Growing 🇮🇩 @NearLegion

Tanggamus, Lampung Katılım Ağustos 2025
765 Takip Edilen486 Takipçiler
Simon ⋈
Simon ⋈@alvariance_·
@Web3Kristel This is a wakeup call for SF/NY bubble. But I think many business opportunities would open in these gaps.
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Kristel
Kristel@Web3Kristel·
I'm begging founders to please build for people OUTSIDE of your bubble. Sending stables from one base wallet to another is free, sure. But what happens when I want to turn those stables into HARD CASH so I can use it? Who pays for my fees then? Will Base reimburse those fees? Will Jesse personally reimburse those fees? Get out of your SF/NY bubble and realize that people need fiat to live, stables are not default anywhere yet.
jesse.base.eth@jessepollak

sending money globally is now free

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Simon ⋈
Simon ⋈@alvariance_·
Ini konten keren, Retweet.
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Simon ⋈
Simon ⋈@alvariance_·
@marcuslayerx I don't think the clarity-ACT would affect Liquidity on High-risk Investment, this excluded ETH,BTC and some alts. It basically acts as a legal framework on what stablecoins issuers for the past 5 years.
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Marcus 🧪
Marcus 🧪@marcuslayerx·
be honest, do you actually know what the clarity act does or are you just seeing "bullish" everywhere and riding the wave? no disrespect, thats most of crypto twitter rn tbh btc pumped to 82k on it passing senate banking yesterday, the entire timeline is calling it the biggest thing for crypto in years, and i bet 90% of you have never read a line of the bill let me break it down in plain english, and then ill flag some important things to consider if you hold crypto and just want to know if its good news short answer - mostly yes right now the sec and cftc fight over who gets to regulate every token in the us clarity act says cftc handles commodities (think btc, eth) and sec handles securities (think most newer tokens that came from a fundraise) the cftc side is way friendlier, less paperwork, less risk of being sued out of existence long term that means more tokens trading legally, brokerages opening crypto to retail (schwab just did this week with btc and eth), institutional money pipes widening something worth paying attention to, however: the bill creates this thing called a 'mature blockchain system' which is what lets your token live on the cftc side to qualify, no single person or group 'under common control' can hold more than 20% of your token supply or voting power now go pull up the tokenomics page of basically any major launch from the last 4 years: - eigenlayer: 25.5% team, 29.5% investors, 15% r&d. thats 70% sitting with insiders - layerzero: 25.5% core contributors, 32.2% strategic partners. 57% insider before you even count the foundation bucket - arbitrum: 27% team and contributors, 17.5% investors, 35% dao treasury (which the foundation administers in practice) - aptos: 19% core, 13.5% investors, 16.5% foundation nearly every L1 and L2 that went through the standard vc backed launch pattern in 2023-2025 fails the 20% test on day one lol the 4 year unlock doesnt save you either, because 'under common control' applies whether the tokens are vested or locked if that holds in the final bill, every one of those projects either restructures their tokenomics or stays under sec jurisdiction with the full disclosure burden, neither of which is what anyone was planning for what i find pretty funny is the projects that lobbied hardest for clarity over the last 18 months are mostly the ones whose own cap tables look most exposed under it theres a real chance the bill that crypto has been begging congress for ends up being the same bill that forces a complete tokenomics reset on most of the industry two caveats before you @ me: 1. the bill still has to clear the full senate (needs 60 votes), the trump conflict of interest carveout is the main democrat sticking point 2. the certification process gives the sec 60 days to object after you file - if they say nothing, you graduate by default atkins runs an industry friendly sec right now, so theres a real question of how strictly the 20% test actually gets enforced vs how much they wave through quietly either way, the contradiction stays the regulatory framework crypto wanted is the same framework that says how most projects have been structured for the last 4 years doesnt actually meet the decentralization bar the bill itself defines if youre holding bags in something that launched with a foundation/labs structure, worth understanding which side of the 20% line your bag is on
Marcus 🧪 tweet media
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Anndy Lian
Anndy Lian@anndylian·
Coding is 10x harder than community building.
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Simon ⋈
Simon ⋈@alvariance_·
@zacodil I think the distinction between core protocol validation and MPC-based chain signature infrastructure is important to make clear in this discussion.
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Simon ⋈
Simon ⋈@alvariance_·
@zacodil These are two different layers of the ecosystem. In some sense, not all current NEAR validators are directly involved in validating the sharding layer itself, nor are they necessarily participating in the MPC signing network. 🧵
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Vadim (AI, ⋈)
Vadim (AI, ⋈)@zacodil·
Post-quantum migration is the throughput cliff nobody priced in. Today's chains rely on tiny signatures (~64 bytes - Ed25519 on Solana, ECDSA on Bitcoin and Ethereum). When quantum computers arrive, those break. The NIST replacements are 50-260x bigger - ML-DSA-65 weighs 3,309 bytes vs Ed25519's 64. Verification gets 2-3x slower too. Swap Ed25519 for post-quantum signatures with no other changes: - Solana craters from ~3,000 TPS to a few hundred - Bitcoin drops from ~7 TPS to below 1 - Ethereum L1 falls from ~15 to ~3-5 TPS And that's before Ethereum's real nightmare: BLS signature aggregation - the thing letting 12,000+ validators sign one block compactly - has no post-quantum equivalent yet. Without aggregation, every validator's signature ships and verifies separately. Block size and verification cost both explode. Sharded chains like NEAR have a clean way out. NEAR runs multiple parallel chains (shards), each independent. Post-quantum migration hits each shard the same way it hits Solana. But total throughput is per-shard capacity times number of shards. If 6 shards each drop 90%, total drops from 2,000 to 200 TPS. Scale to 60 shards, you're back at 2,000. The constraint shifts from cryptography to organization - more validators populating more shards. Both are already in the dynamic sharding roadmap. Monolithic chains can't replicate this. Solana has Firedancer - a ~10x client speedup good for absorbing PQ overhead once, but only once. Ethereum can push activity to L2s using quantum-safe proof systems - real strategy, helps user transactions, doesn't fix L1 consensus. Bitcoin has the worst path: no account abstraction, fixed block size, ECDSA-locked. The pattern: sharded chains scale out by adding shards. Monolithic chains scale up once, then wait on research breakthroughs (post-quantum aggregate signatures, hardware-accelerated verifiers). "Quantum threat" is sold as a 2030 problem. The architectural problem is now. The high-TPS narrative was always built on a specific cryptographic floor. That floor moves.
Vadim (AI, ⋈) tweet media
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Josh Swihart 🛡
Josh Swihart 🛡@jswihart·
We’re adding Zcash coinholder polling in @zodl_app with the first poll targeted for June. Soon, anyone using Zodl will be able to share their opinion on the direction of the Zcash protocol by voting their coins. The voting protocol will also be available for integration with other shielded ZEC wallets. The draft questions and timetable for the Zcash Network Upgrade 7 (NU7) poll are available here: forum.zcashcommunity.com/t/nu7-sentimen… Thanks to @zkDragon and his team for all their work building and helping us integrate the new voting protocol.
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Simon ⋈
Simon ⋈@alvariance_·
@Freol In apps swaps for better treasury management
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Simon ⋈ retweetledi
Trezu
Trezu@TrezuApp·
42% of activity went confidential in six weeks. That's the signal. If your treasury is still fully public, you're the exception now, not the default. Get your confidential multisig at trezu.org
NEAR Protocol@NEARProtocol

42% of all activity on near.com in the last 30 days was confidential. Six weeks ago, that number was zero. The curve is bending.

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Simon ⋈
Simon ⋈@alvariance_·
@marcuslayerx You can even delegate acc to me for free, so I can wreck things up
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Jean
Jean@jemartel98·
Do until perfect? What is perfect I dont know
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The Rollup
The Rollup@therollupco·
David Burt @BermudaPremier on Why Bermuda Is The World's Digital Finance Capital Timestamps 00:00 Bermuda's Digital Finance Vision 02:01 AI And Digital Assets Converging 02:29 Innovation In Bermuda's DNA 03:38 The Real Bermuda Triangle 05:10 Building In Bermuda With NEAR 05:43 AI Government Services Vision 06:40 Worst AI Today Is Pretty Good 07:15 Privacy And Citizen Data 08:01 AI Pilot With NEAR Foundation 08:22 Trust Me Bro Fails Government 09:57 Secure Agent Runtime Explained 10:47 Real-World Bureaucracy Pain Point 11:09 AI Eliminates Government Headaches 15:04 Bermuda Digital Dollar Possibility 16:36 Premier Plays Civilization
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Marcus 🧪
Marcus 🧪@marcuslayerx·
the reality for most people is when you get your first major bag in crypto, you almost never know what to do with it in most cases it's a tuition fee and most people blow it its not even a moral failure, its just what happens when 22 year olds make $200k for the first time scrolling the timeline today and like 5 people are sharing some version of this > elisa blew $12k/month checks at 21 on friends and high apy farms > zaimiri made his first real money, blew it, went back to rock bottom 2 years later > shiv writing about how crypto exposes every flaw you didnt know you had the spending is usually vacations, a car, helping family out, some farms/apes that go to zero, a house deposit you cant really afford, friends you suddenly have more of what nobody posts about is what founders do when they get their first big bag founders raise $20m+ and the same psychology runs except now its a company - theres a treasury, a board, a roadmap, and 30 employees who think theyre about to make it heres something along the lines of what the burn looks like: > $40k/month agency retainer for 'growth' that produces dashboards instead of users > $200k conference activation nobody remembers a week later > KOL campaigns with no conversion tracking > a marketing team of 8 when the project has 2 things to market > post TGE community grants that ended up in farmer wallets and the things that don't go into the pitch deck: > cofounders paying themselves $400k while telling the team to take pay cuts > team retreats in tulum > personal trading accounts blown out with what was supposed to be runway > "advisory" payments to friends who never advised on anything ive sat in calls watching teams sign $250k contracts because "everyone else uses this agency/service and we need to look serious for the next raise" 14 months later people always asking where the money went
Elisa@eeelistar

Many reacting to my $12K/month salary when I was working in DeFi, telling me I should have saved money for the crypto bear etc - I was 21 - I had never touched that kind of money, spent most of it on my friends or gambling it all away in high APY farms - The job only lasted about ~4 months - I wasn’t financially literate - I got lucky enough to land the job likely due to my soft skills + previous experience on social media Nobody is perfect, I learnt a lot since then Now I would definitely save a %, but back then I was still learning I applied to every single relevant position after that when bear market hit, and was unemployed for a while

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Alzea | Orenji Studio
Alzea | Orenji Studio@helloalzea·
Still open yah guys Requirements: - Indonesian only 🇮🇩 - Punya pengalaman di dunia Kreatif - Excellent English (Writing & Speaking) Benefits: - Gaji kompetitif - Sistem komisi kalau project goal - Full remote / WFA DMs are open! 📮 Upload CV kalian ke Drive, share link nya.
Alzea | Orenji Studio tweet media
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