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Absolute Unit

@largeunit

BD at @harvest_finance & @spectra_finance | prev: @socketprotocol @balancer

Katılım Nisan 2020
1.1K Takip Edilen1K Takipçiler
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Gaspard Peduzzi | Spectra
Gaspard Peduzzi | Spectra@GaspardPeduzzi·
Q2 report is packed! Spectra positioned itself as a leading yield trading venue for XRP Finance, with over $160M in DEX volume this year. Nearly all of that came from markets and vaults outside the emissions program. SGP-20 took emissions to zero this quarter, growth runs on usage now. The highlight for me was seeing MetaVaults actually prove their core value prop. The $4M+ rollover through the GamiLabs MetaVault, where hundreds of LPs just stayed in position while the vault moved them into the new stXRP pools. For those LPs, no manual unwinding, no hunting for new pool links, no re-entering was needed. That friction is where people usually dropped off, and it held back protocol growth. MVs take it off the table for anyone in them and support protocol's liquidity depth over time. MVs took over a year of building, then months of BD and liquidity work, just to watch that first-of-many rollover happen. It's definitely a big step for onchain fixed-term markets. Mid Q2, the team shipped MetaVault V2, the most capable vault framework on the market, offering cross-chain yield sourcing, PT/YT exposure, the ability to tap into async strategies, with order book support around the corner. All that in a transparent, verifiable fashion. Much of the MV-related work these days centers on bringing institutional strategies onchain and shaping the stack around what they need: auditability, flexibility, and the range of yield sources they can tap into and surface. Between the Vault Summit event at the NYSE in June and dozens of talks with industry leaders throughout this year, that demand is clearly ramping up, and it's where a lot of the infra effort goes. a note on MV's agility: they can route liquidity where the opportunity is most optimal within its boundaries, whether Spectra's fixed-term pools, standalone PT and YT positions, or yield assets across protocols, adapting as conditions shift. With emissions now at zero, the groundwork is set for the tokenomics upgrade we're actively working on, which will be surfaced on the governance forum for everyone's input. Plenty planned for Q3 in parallel: order book, Stellar expansion, Base season, among others, positioning Spectra protocol for the next stage of growth.
Spectra@spectra_finance

x.com/i/article/2074…

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Spectra
Spectra@spectra_finance·
Base summer is coming to Spectra 🟦
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Gaspard Peduzzi | Spectra
Gaspard Peduzzi | Spectra@GaspardPeduzzi·
Back from NYC. A few reflections from the trip, @stable_summit and @Vault__Summit at NYSE. My clearest takeaway: institutions now treat DeFi as a building block of finance, not a curiosity. The conversations I had with asset managers and institutional players were of a different caliber than a year ago. Less "what is this," more "how do we integrate this." The shift runs both ways. DeFi is now ready to meet TradFi, having understood its real pain points and now building to address them. Async settlement is a clear case. And it speaks a language they know: vaults, taking on various forms like access points, yield engines, optimizers. Spectra's MetaVaults' value proposition clicks with them quickly when I lay it out: one vault, one token representing your position across multiple assets and fixed-term markets. You can also feel the appetite for onchain fixed-rate products thickening in the air, and the concept naturally needs no introduction for them. I spent last week sharing the MetaVault V2 model with curators and funds. Three significant initiatives are now running in parallel, and I'm having more and more conversations with teams looking to build on this infrastructure. It's now the most agile framework out there, and heads turn when I mention features like cross-chain agility and ease of integrating external protocols, alongside fixed-rate market curation. It was great to meet some of the people we've been building alongside in person during my stay, and a big hat tip to organizers and sponsors of both events 🤝
Gaspard Peduzzi | Spectra@GaspardPeduzzi

Heading to @Vault__Summit at NYSE NYC to introduce Spectra MetaVault infrastructure and the new operator app to curators and funds present there.

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Gaspard Peduzzi | Spectra
Gaspard Peduzzi | Spectra@GaspardPeduzzi·
I am very excited about where things are headed for Spectra. A few things I want to share, in no particular order: - The value proposition of MetaVaults is working. We are seeing curators source liquidity and incentive packages for their MV deployments independent of Spectra's internal BD efforts. Any founder or BD person will understand how impactful it is to have an independent party capable of sourcing liquidity without a single call or text message. - The second MV value proposition: liquidity rollovers, the biggest pain point of fixed-term markets. Smaller-scale rollovers have already executed with zero friction to liquidity providers. The model holds so far, and a significant pool expiry next month will be its first test at scale. Both of these dynamics remain somewhat masked by market turbulence, but the early signs are evident. - The team has been developing MetaVault V2, and recently completed an important audit with @Certora covering the key components ahead of the Order Book implementation and a strategic non-EVM deployment. The report is due any day now. I'll say it plainly: MetaVaults V2 is the most capable and flexible vault framework on the market. Combined with the team's years of PT/YT infrastructure expertise, this puts MV V2 well ahead of any comparable offering. I will be presenting MV V2 to curators and funds next week during my stay in NYC, centered around the Vault Summit event at NYSE headquarters. - Spectra protocol activity is very vibrant, and Spectra is now the #1 yield trading venue for XRP Finance on EVM. Anyone can monitor and verify the ongoing activity at activity.spectra. finance (more data depth on the pool pages in the App). While I'm here, I also want to reiterate that a tokenomic upgrade for the SPECTRA token remains planned. Since our Q1 update, the thinking has developed alongside the protocol's growth, and we'll bring the detail to the governance forum for discussion. I appreciate everyone's support
Spectra@spectra_finance

The Spectra team quietly completed the development of MetaVault V2, making it the most advanced and flexible vault framework on the market. We are now sharing it with existing MetaVault curators and will showcase it during our presence at Vault Summit NYC at @NYSE next week. With V2, MetaVaults can: - Extend strategies to external protocol assets without custom adapter development, saving significant build time - Give all actors an admin-grade view into parameters, eligible destinations, and whitelisted actions - Route liquidity cross-chain - Encapsulate async strategies like RWA, looping, and carry trade For curators, this is the part worth pausing on. V2 opens a direct path to amplify the distribution of async strategies via the Spectra ecosystem and third-party interfaces. - Handle Yield Derivatives (PT/YT) and fixed-term market (LP) tokens - Compound YT into LP positions - Calculate NAV across @merkl_xyz rewards, pending YT yield, LP tokens, token emissions, and more, all simultaneously - Sync NAV with external reporting platforms like @afiprotocol_xyz and other providers V2 also comes ready for the Spectra Order Book, with native support built in ahead of its official launch.

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Absolute Unit@largeunit·
@0xJeff the only crypto-ai vertical with real revenue is inference, and it's growing because the product works whether the token exists or not ;)
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0xJeff
0xJeff@0xJeff·
The inference cycle is here > Token demand is going parabolic > 2x increase in token consumption every single quarter > Web2 inference players have more than doubled their rev in 3-6 months > Web3 players are carving out their moats on privacy, uncensored AI, and cutthroat inference pricing > Forecast: Web3 players hit $1B (~10% of inference API market) by 2028 More on today's article "The Inference API Market" 👇 [Link in bio]
0xJeff tweet media
0xJeff@0xJeff

The State of Onchain AI Inference ​ 2 giants dominate the landscape while 4 players geared up to disrupt the segment. ​ 1. Venice → fastest-growing uncensored/private AI pioneer serving 50-80B tokens/day (recently hit 80B ATH). Estimated ARR at ~$12M-14M ​ 2. Chutes → fully decentralized serverless inference network on Bittensor, serving 50B-80B tokens/day (~55B 7d avg.), Estimated ARR at ~$6M ​ 3. Dolphin AI → one of the top uncensored AI labs, developed Venice flagship uncensored models, on track to launch v2 of its own peer-to-pool inference network in ~4 weeks (powered by consumer GPUs) ​ 4. OpenServ → full-stack AI infrastructure platform and reasoning engine (SERV/BRAID), focused on serving deterministic inference to enterprises + OpenServ is one of the most active AI agent launchpad right now ​ 5. SolRouter → cryptographically private AI inference layer powered by Arcium MPC + AWS TEE + OpenServ Reasoning framework ​ 6. Warden Protocol → P2P AI compute marketplace purpose-built for autonomous onchain agents ​ Key success factors: Inference price, compute costs, reliability, privacy guarantee, compute/inference verification cost, network design (anti-gaming/slashing), tokenomics design, tools, model coverage, and more ​ More analysis/breakdown on the landscape in the After Hour this week (tmr).

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Absolute Unit@largeunit·
@FigoETH blackrock buying eth exposure while ct sells the bottom is peak
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f1go.eth
f1go.eth@FigoETH·
Never really understood why plebs are poor and entities like Blackrock, Vanguard etc. make tons of money. Now I do. They put a minimum amount of thinking in their investment decisions. Buy assets when they are cheap, not expensive.
SamAlτcoin.eth ☀️@SAMALTCOIN_ETH

The more bearish CT gets on $ETH The more institutional ownership of $BMNR keeps climbing. BlackRock. Vanguard. Morgan Stanley. Citadel. Jane Street. Retail capitulation, institutional accumulation. 🤷‍♂️

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Absolute Unit@largeunit·
@omgcorn moonpay is just acquiring every onchain primitive until they become the stripe nobody asked for lol
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Absolute Unit
Absolute Unit@largeunit·
@FigoETH yeah eth ecosystem has the throughput, the stables, the rwa share, and the defi tvl and somehow the dominant narrative is still that it's losing
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f1go.eth
f1go.eth@FigoETH·
Meanwhile in reality: - ETH L2s doing combined 70k+ tps max - Base on it's way to become stage 2, having ETH L1 security - MegaETH able to boast 55k+ tps with EigenDA - ETH ecosystem having >60% stablecoins TVL (>80% w/o Tron), ~70% of public RWAs, >60% of Defi 🙅‍♂️
The Rollup@therollupco

"L2s were a failed experiment. App chains were a failed experiment outside of Hyperliquid." Logan Jastremski reveals why he hasn't thought about Ethereum since 2021: "L2s never made sense. A transaction is just bytes. An L2 compresses 5 bytes to 1 byte. If you want compression, why apply it to a low-throughput chain instead of a high-throughput one?" "Ethereum is mostly an artifact of people making money in the early days. From an institutional and product use case standpoint, it's largely dead. The most overvalued asset in the world."

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Absolute Unit@largeunit·
@AvgJoesCrypto 0% chance Hoffman has any insider info here. bankless has been selling ads for years atp
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MilliΞ
MilliΞ@llamaonthebrink·
Glamsterdam + ePBS are within reach as Ethereum continues its >decade long track record of executing its tech roadmap. Remember when they tried to tell us Soybaloney would flip Eth? hyperliquid:native is ~7% away from flipping $SOL btw. Salami was wrong. Mert was wrong. Santi was wrong.
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Absolute Unit@largeunit·
@sjdedic fantasytop and friendtech both proved that early viral revenue is the worst possible test of whether a founder can iterate
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Simon Dedic
Simon Dedic@sjdedic·
Very sad to see this. FantasyTop shutting down after printing millions over millions in fees early on and then raising close to $5M from Dragonfly and others. It seems like they burned through most of it without delivering anything meaningful. Today’s product is barely different from what went live two years ago and generated massive hype at launch. This product had so much potential if it had just been properly iterated on and the initial distribution and mindshare had been leveraged the right way. But just like with FriendTech, fast easy money completely blinded the founders, who then did nothing but rest on their get-rich-quick success. Once again the perfect example of how incredibly important it is to back the right founders. It’s not enough to find those who are brilliant and can ship great things. There are so many more character traits that are indispensable for sustainable long-term success. It’s a shame as a lot of people got burned who trusted them. But this team definitely wasn’t it.
fantasy.top@fantasy_top_

x.com/i/article/2057…

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Absolute Unit@largeunit·
@litocoen every eth killer cycle ends with another fortune 500 choosing eth for the same five properties the alts can't replicate
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lito
lito@litocoen·
ETH is unique in so many ways the more i see the tempo's and canton's of this world proliferate in our space the more i am convinced that no chain will ever be able to replicate the properties of Ethereum there will be a time where this gets reflected in pa again
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Absolute Unit@largeunit·
@WazzCrypto yup fantasy was the rare onchain game where the cards stopped working before the community did 🫡
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Wazz
Wazz@WazzCrypto·
Sad but expected. Have a lot to say on this: - I was added as a Hero early on, reinvested all hero payouts into more cards, my deck was never that big but roundtripped multiple ETH and ended up in the red even with hero payouts - One of my first and only angel investments, not great - Still one of the most fun and engaging onchain games I have ever played, at some point it was the only thing keeping me onchain through the bear - Ruined by poor management and simply lack of will from the team to keep working on the game, they farmed their users in the end and everyone saw it coming, but we still played for the love of the game. It had an awesome community and I seriously think this idea still has a lot of potential for our niche corner of the internet, hope someone just gets the assets off them and takes the torch.
fantasy.top@fantasy_top_

x.com/i/article/2057…

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Absolute Unit@largeunit·
@peter_szilagyi yes it is suddenly much slower & seems to get lost in thought + even more lazy I'm chalking this up to compute constraints
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Péter Szilágyi
Péter Szilágyi@peter_szilagyi·
Been using Claude today after a while, and is it me, or has it become excruciatingly slow? Seems they are overloaded and you're just waiting in a queue? 4-5 mins per prompt is the minimum, but now I'm over 10 min of idle time per prompt. It's absolutely unusable.
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Keşfet

@stable_summit @Vault__Summit @Certora @stacy_muur @0xJeff @FigoETH @omgcorn @AvgJoesCrypto