L2 Eddie 📞

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L2 Eddie 📞

L2 Eddie 📞

@eltwobra

all things DeFi, AI & DePIN | nonchalantly bull posting

Bahamas Katılım Mart 2022
548 Takip Edilen74.9K Takipçiler
L2 Eddie 📞 retweetledi
NØNOS
NØNOS@nonossystems·
NØNOS Microkernel, track the release commits Live. We’ve begun pushing commits to the public GitHub, marking the release of the NØNOS microkernel. This is the beginning. Piece by piece, the vision becomes reality. Built with patience, purpose and love for what we’re creating. Every day is a lesson, a chance to refine, to grow and to push the boundaries of what’s possible. Building isn’t easy, but it’s awesome if done with purpose, ours is: transparent, verifiable and shared with the world. We hope this journey inspires collaboration. Every contribution, review and following tests brings us closer to a computing foundation owned by everyone, by the people. This release marks the beginning of the next phase: OS components, tests, closer to the real systems, closer to real freedom.
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Marco Polo
Marco Polo@MarcoPoloMaps·
Gm chads, nice way to start Sunday… $NOX still pumpin. Microkernel v0.2 on the way, bootloader upgrades live, and the system’s getting close to full self verification. Strong traction after Barcelona, serious minds starting to notice. Privacy infrastructure @nonossystems.
L2 Eddie 📞@eltwobra

Backing gems early is at max difficulty, most projects are vaporware & the signal really tends to drown in noise, just way too many zero-sum games Def glad to have spotted the value in @nonossystems $NOX early on, and now seeing people start to catch on Here's what's up 👇📖

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L2 Eddie 📞@eltwobra·
Plenty of catalysts ahead 🔸 OS nearing production 🔸 BD gearing up w/ tech partnerships & businesses interested in integrating NØNOS 🔸 Seasoned advisors onboarding 🔸 Privacy freaks noticing The world needs OS-level encryption, network level encryption alone will not cut it 🕵️
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L2 Eddie 📞
L2 Eddie 📞@eltwobra·
Token wise the chart looks healthy, has held up very nicely despite mkt conditions, and I see unique holder count has been growing steadily, a sign of fresh organic accumulation and successful scaling 👏
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L2 Eddie 📞
L2 Eddie 📞@eltwobra·
Backing gems early is at max difficulty, most projects are vaporware & the signal really tends to drown in noise, just way too many zero-sum games Def glad to have spotted the value in @nonossystems $NOX early on, and now seeing people start to catch on Here's what's up 👇📖
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L2 Eddie 📞 retweetledi
Ethena
Ethena@ethena·
USDe Proof of Reserves are typically provided on a weekly basis by 3rd party independent attestors including leading firms such as Chaos Labs, Chainlink, Llama Risk and Harris & Trotter. On request from the community, we have provided a Proof of Reserves outside of the regular cadence following the market events in the last 24hrs which have been linked below this message. Each of these independent 3rd parties have confirmed USDe remains overcollateralised by approximately ~$66m. Maximum transparency.
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L2 Eddie 📞
L2 Eddie 📞@eltwobra·
Ethena has set the gold standard on execution for all web3. In the last 9d: 🔸 $530M raise for @stablecoin_x to TWAP $ENA off open mkt 🔸 Intro'd USDm, native stable of MegaETH 🔸 USDH prop. 🔸 USDe on @binance, parabolic supply expansion continues 🔸 Fee switch criteria met ✅
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L2 Eddie 📞
L2 Eddie 📞@eltwobra·
Qubic mined 57 of the last 100 $XMR blocks This has enabled them to perform a series of block reorgs that stopped at 9, one block shy of the 10-block threshold needed for a double-spending attack on CEXs CFB held the ability to wreak total havoc on @monero and chose not to ✍️
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L2 Eddie 📞
L2 Eddie 📞@eltwobra·
Feels good to see @nonos_eth gaining traction among those who truly understand its potential It's doing quite well already and I feel like it is only getting started - upcoming catalysts such as the migration, rev share, exchange listings, further partnerships, etc. will help it scale to the next level ⏫ Already partnered w/ solid projects @degenerousdao, @PaalMind, @DeBrosOfficial, @MessierM87, etc. They've also achieved a pretty groundbreaking milestone, with the first ever implementation of ZK proof adaptability on a decentralized onion-routed network (built w/ @AnyoneFDN SDK) The codebase is public at github.com/NON-OS/N0N-OS/… Each hop of the encrypted capsule-level communication is gated by ZK proofs This could well set a new standard for secure decentralized networks, which is great news for $ANYONE too. Having this much value being built using its SDK is unprecedented ✍️ Its potential should definitely be explored by more people
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L2 Eddie 📞 retweetledi
Nick van Eck
Nick van Eck@Nick_van_Eck·
.@ethena kicked off a new era for what I think is going to be one of the continued largest and fastest growing segments of crypto native businesses. I’m still tinkering with the best way to articulate this segment…yieldcoins, onchain asset management…don’t love any of them yet, but the product is primarily YIELD Ethena did several things incredibly well: - bring yield onchain in a yield starved era - opening up access to a popular, profitable TradFi strategy in a crypto-driven manner (BTC/ETH basis) - superior form and function. The $1 denomination was key, instead of doing it on a NAV/PPS basis like typical funds - risk management + building trust Think there is a tremendous opportunity to build hundreds of product strategies here and at least a dozen very valuable businesses. TAM in 10-15 years is probably $500B-$1T at least. Most traditional asset managers will struggle with this (even the crypto friendly ones) because: - unfamiliarity with DeFi/crypto market structure - compliance risk/reward @maplefinance is another great firm I put in this category. @upshift_fi and @MidasRWA also come to mind.
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L2 Eddie 📞@eltwobra·
Thrilled to see top tier builders leveraging the Anyone SDK to inject life and fuel innovation into the @AnyoneFDN ecosystem 🌐 @nonos_eth embodies the Anyone ethos: a next-gen OS project built from scratch in Rust, focusing on privacy, security, and modularity It’s RAM-resident (i.e. runs entirely or mostly on RAM), cryptographically hardened and integrates the Anyone network via SDK NØNOS aims to deliver on decentralized, trustless computing infra, serving the ecosystem well. It's in constant development and an alpha release is targeted for Q1 '26 📅 The $N0NOS token was deployed on Solana for ignition a few days ago, and will migrate to ETH soon (see @nonos_eth for CA) 👨‍💻 Expecting this to do incredibly well and shake up the ecosystem, knowing the work ethic and principles behind it ✍️ 🔗 nonos-tech.xyz
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L2 Eddie 📞@eltwobra·
The best way to be exposed to the $USDe expansion and the TradFi bid is to hold both sENA and $USDe There is a panoply of high quality projects building on Ethena's Converge L1 which will tokenize and have all allocated a good chunk of supply to sENA/USDe holders Most are in testnet phase and bring best in class tech stacks. This includes @etherealdex, @strata_money, @Terminal_fi and co. Get exposure and position optimally - I will be covering Converge and its protocols a lot more from now on Capital will trickle down from $ENA and $USDe into the prime Converge plays, we've seen it in the past. Ethena.
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L2 Eddie 📞@eltwobra·
Ethena stands out as one of the major beneficiary of the GENIUS Act implementation, as expected $USDtb will be the preferred choice for institutions looking for digital dollars backed by the highest regulatory standards. This is made possible by the @ethena x @Anchorage partnership (the only federally chartered crypto bank in the US) Great news for the wider Ethena ecosystem x.com/ethena_labs/st…
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L2 Eddie 📞
L2 Eddie 📞@eltwobra·
The synthetic dollar singularity - $USDe monotonic expansion & the TradFi $ENA bid @ethena surgical execution & market tailwinds have led them to the perfect positioning 🔹 $7.55B USDe supply, +43% MoM growth 🔹 60% USDe staked, w/ sUSDe 12% APY 🔹 $1.45B USDtb supply & transition to a GENIUS-compliant structure 🔹 StablecoinX bringing the Saylor playbook 🔹 $ENA +170% 1mo Thoughts on how it goes from here and how to position optimally on Converge
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