hildobby

7.2K posts

hildobby

@hildobby

head of data @dragonfly_xyz / host @indexed_pod / dunes @ https://t.co/EDeqWMUyvq

Katılım Ocak 2021

2.3K Takip Edilen31.2K Takipçiler

hildobby@hildobby·3d

Come to EthCC mainstage for a data focussed deep dive into the world of interop 🌉 April 1st @ 3:10pm

EthCC - Ethereum Community Conference@EthCC

Here's one you won't want to miss at The Unexpected track: "Bridges/Interop data unleashed" with hildobby (@hildobby). Cross-chain insights that actually make sense of the chaos happening between blockchains.

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Gwart@GwartyGwart·12 Mar

Why don’t they just tokenize the oil in the Middle East and transport it across permissionless financial rails, thereby avoiding the Strait of Hormuz altogether

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hildobby@hildobby·26 Şub

Some bridges are much riskier than you may think and @l2beat wants to make sure you’re aware Really interesting conversation with @donnoh_eth

Indexed Podcast@indexed_pod

🚨NEW EPISODE🚨 The Hidden Risks of Crypto Bridges Today we’re joined by @donnoh_eth, Head of Research @l2beat, to dive deep into interoperability, bridging risk, and the hidden trust assumptions behind cross-chain assets. In this episode we’re discussing: - Luca’s background and path into crypto - The L2 roadmap debate and @ethereum's direction - The new L2BEAT interoperability dataset - Research goals behind the interop dashboard - Lock & mint vs burn & mint bridges - Intent-based bridging and counterparty risk - Liquidity providers and bridge execution risk - Canonical vs non-canonical tokens - Wrapped asset systemic risk - Multi-chain token configurations (LayerZero-style) - Bridge exploits and historical failures - The future of rollups, shared stacks & competition And much more—enjoy! — Timestamps: (00:00) Introduction (01:05) Luca’s crypto background (04:36) Latest L2BEAT project (13:20) Rollup value proposition (16:08) L2 roadmap hot takes (20:22) Interop dataset overview (23:19) Research goals explained (29:45) Non-mint bridging model (35:24) Lock & mint mechanics (38:47) Non-issuer token bridging (44:31) Bridge aggregator UX (52:12) Risky token examples (57:03) Multi-chain failure risks (1:01:12) Closing thoughts

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L2BEAT 💗@l2beat·24 Şub

We started by bringing transparency to rollups, and we’re working to extend that clarity to every key component of the ecosystem’s tech stack. Now, we’re doing the same for interoperability. We’re thrilled to unveil L2BEAT Interop - your go-to resource for tracking how value actually moves across the ecosystem.

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dash@datadashboards·21 Şub

Open Interest in Prediction Markets is currently sat at just over $1B! @Kalshi leads with $467M @Polymarket follows with $389M @opinionlabsxyz is third with ~$120M @predictdotfun has $20M Remaining marketplaces have just under $5M combined

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Stabledash@stabledash·20 Şub

Dragonfly just closed $650M for Fund IV. While most of the market is fixated on short-term price action, here's where they're actually looking towards in 2026/27. @TheOneandOmsy, Partner at @dragonfly_xyz: " @Monad, @MegaETH, @Ethena, those are startups. We look at them over a 10-15 year duration. This is just the very beginning of their story." On the payments side, local stablecoin issuers launching in foreign markets caught his attention most. "For onchain FX to be real, you need underlying liquidity in each of those local stables and deep markets. We're taking long, hard looks at that." New neobanks, fintechs adopting crypto, RWA primitives. Their aperture is wide.

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Haseeb ＞|＜@hosseeb·17 Şub

We just closed Dragonfly Fund IV at $650M. It's a big milestone, and yet, it’s a weird time to celebrate. Spirits are low, fear is extreme, and the gloom of a bear market has set in. But here's the thing: we raised almost every single Dragonfly fund into bear markets. Fund I we raised through the 2018 ICO winter, when almost nobody believed in this space anymore. Fund III we raised right before Luna collapsed. Those were brutal times to deploy capital. But they turned out to be our best vintages. Last week I caught a lot of heat for arguing that non-financial crypto has failed. I meant that. But the flip side of that argument is: financial crypto is exploding. Stablecoins are eating the world. DeFi has grown so big it's rivaling CeFi. Financial institutions around the world are racing to build out their crypto strategies. And prediction markets are becoming the most trusted source of truth on the internet. Fund IV is our biggest bet yet that the crypto revolution is still early in its exponential. If you look at our recent bets—Polymarket, Ethena, Rain, Mesh—the growth speaks for itself. Agentic payments, on-chain privacy, the tokenization of everything—crypto's surface area is about to explode, and we want to be backing the founders at the center of it. We've always believed that the most important work gets done when the noise dies down. We believe moment is now. In fact, we’re putting money on it. If you're building what comes next, @ us.

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Indexed Podcast@indexed_pod·16 Şub

🚨NEW EPISODE🚨 Who is the leading crypto payment card? Today we’re joined by @datadashboards, Co-Founder at Paymentscan. In this episode we’re discussing: - @Dune as the new frontend for data - Onchain vs API data confusion - @Polymarket vs @Kalshi data transparency - Notional volume vs real volume - Open interest spikes explained - Sports dominance in prediction markets - Data plumbing vs product narratives - Crypto payment cards landscape - Privacy tradeoffs in onchain payments - Stablecoin usage across cards - Cashback incentives and token risk - Building Paymentscan.xyz And much more—enjoy!

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danning@sui414·5 Şub

We studied 282 NFL games and found that ☝️ @Kalshi leads faster pricing in reaction to live-game by 7s, while @Polymarket's design provides deeper concentrated liquidity by 3.5x. Bookmark this as your guide for the SuperBowl game betting this weekend! 🧵: panteraresearchlab.xyz/research/the-s…

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Indexed Podcast@indexed_pod·5 Şub

🚨NEW EPISODE🚨 Demystifying Prediction Markets Beyond Volume Charts In today’s episode, we're unpacking what’s really driving prediction markets and how to think about them as information and distribution systems, not just gambling venues. We discuss: - @Polymarket vs @Kalshi: onchain vs offchain tradeoffs - Distribution advantages and partnerships - Liquidity, market making, and arbitrage dynamics - Why volume alone is misleading - Sports betting vs long-duration markets - Fees, incentives, and wash trading concerns - U.S. regulation and launch implications - Prediction markets as news and truth-discovery tools - The long arc from @AugurProject to today - And much more—enjoy! — Check it out now, here or via the link: Youtube: bit.ly/45RoK5j Spotify: bit.ly/4t9IqLI Apple: bit.ly/4acJdTt — Timestamps: (00:00) Introduction (01:50) Prediction markets return (05:16) Offchain vs onchain (09:37) Kalshi distribution edge (13:23) US legality questions (17:50) Market timing mechanics (22:19) Market creation debates (30:19) API delays and arbitrage (32:55) Liquidity and market makers (34:27) User growth questions (36:00) Prediction markets as news (39:11) From Augur to now (40:07) Outro

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Messari@MessariCrypto·28 Oca

State of DePIN 2025 🧵

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Dan Smith@smyyguy·27 Oca

MegaETH is running its stress test and doing over 20k TPS as an L2 leveraging EigenDA

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Ted@TedPillows·17 Oca

$ETH exit queue is now at zero. Meanwhile, ETH entry queue is at 2,597,838 which is the highest level in 2.5 years. Insane demand for staking Ethereum.

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danning@sui414·16 Oca

check out the Data Job Listing in the end at 29mins! 😇 we are aiming to share an update quarterly for analysts who are looking for next move or getting into the industry!

Indexed Podcast@indexed_pod

🚨NEW EPISODE OUT NOW: Did @ethereum really solve the trilemma?🚨 In today’s episode, we discuss @VitalikButerin's recent comments on zero-knowledge technology and the scalability trilemma. The three of us unpack what’s actually changed since 2017, how advances like data availability sampling and zkEVMs reshape Ethereum’s execution and verification model, and whether these developments meaningfully alter the decentralization–security–scalability trade-offs. We discuss: - Ethereum’s original scalability trilemma - Why the trilemma existed in 2017 - Ethereum vs Solana trade-offs - Decentralization vs throughput - What data availability sampling really does - BLOBs, L2s, and scaling @ethereum - zkEVMs and execution offloading - Prover markets and new supply chains - Does ZK “solve” the trilemma? - Trust, security, and financial infrastructure - @celestia, EigenDA, and DA competition - Where blockspace actually matters - Crypto data jobs and hiring trends And much more—enjoy! — Timestamps: (00:00) Introduction (02:47) Trilemma explained (05:23) Ethereum vs Solana (07:28) ZK tech overview (09:29) Data availability (10:48) zkEVM execution (12:54) Solving trilemma? (15:03) Trust and security (20:09) Stablecoins on Ethereum (25:03) Celestia DA hype (31:40) Crypto data jobs (35:02) Job market outlook (38:09) Outro

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hildobby@hildobby·8 Oca

@Rex_Btc1 ideally the limits are raised again before we reach a target of 14, saturation isn't optimal

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BRAVO@Rex_Btc1·8 Oca

@hildobby curious how fast it’ll hit that new max

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hildobby@hildobby·8 Oca

BPO2 went live for ethereum blobspace new target: 14 new max: 21

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hildobby@hildobby·8 Oca

@cptgrumpus after 18 days they do but anyone can choose to store them, and it takes just 1+ node storing them which some have publicly committed to already afaik

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