Crypto Koryo_

FuelVM: Unlocking Parallel Execution for Scalable Rollups

FuelVM vs SVM vs MoveVM:
- SVM: Optimized for speed, but limited by global state & rigid architecture
- MoveVM: Asset-centric security, but trades flexibility for safety
- FuelVM: Parallel execution + predicate scripts let devs process transactions off-chain, slash gas fees, and avoid state bloat

Why does it matter?

- Parallel Execution: This means no congestion and true scalability
- Modular Design: Combines the security of Ethereum with the speed of
Solana
- On-Chain Order Books: Eliminates lag and bottlenecks

Everything that is wrong with crypto in one image.

AI: Meta offering $100m signing bonus, without success.

Crypto: “Bro you are still showing up. You must be really dumb.”

The saddest thing about $CRCL run is that most of us have been using $USDC for years and we couldn't even get exposure to this on-chain.

"Tokenize everything" they say. bro what if we start with our own industry?

Same with all these bitcoin treasury companies (Metaplanet, Vanadi Coffee, H100, etc.)
The real alt szn isn't happening on-chain.
Tradfi guys outperforming us on crypto.

crypto enables communities through incentives... what is this!

Reminds me of these situations where the engineering team does the hard work but the marketing team gets all the credits.

I feel rugged.

No other meme comes even close to $SPX in terms of performance.

I have never seen someone work for their bags as much as @MustStopMurad

Believe in something.

No other meme comes even close to $SPX in terms of performance.

I have never seen someone work for their bugs as much as @MustStopMurad

Believe in something.

alt szn coming ☠️

Interesting how Virtual mindshare is at ATH but it's price is far from it.

A bit sad how the info-fi Earn programs have killed a lot of the alpha there was between price and mindshare.

Perfect example of Goodhart's Law:
When a measure becomes a target, it ceases to be a good measure.

I believe the performance of the sectors in the next bear market will closely resemble this chart.

Revenue generating sectors like Lending, (Perp) Dexs and L1s will outperform. while everything relying on attention, new comers and other ponzis will collapse.

And btw, based on the current macro and global situation, and the 4 years cycle (which has never been invalidated), the bear market might not be very far.

The best projects have a large community of respected accounts frequently talking about them organically.

Hyperliquid is known for spending $0 in marketing. Because the product (+ token) does the marketing.

Imagine having @blknoiz06 @ThinkingUSD and @CryptoHayes tweeting daily about your project for free (their bags).

You need two things for this to happen:
1/ Make a product ppl use
2/ Make your (rich) users richer

Many good projects only have one. Uniswap has (1) and Apecoin/Blur did (2) but very few projects have both like Hyperliquid.

For (2) to happen, you need:
a/ Launch at low FDV
b/ Good tokenomics (reasonable allocation to team+investors etc.)
c/ Revenue
d/ Buybacks

That's it.
The playbook is simple but many founders are focused on making a quick bag for themselves in the short-term.

Mantle’s Integration with HyperBridge

🔸 Mantle users can now bridge assets to trade on HyperCore or use them in apps on HyperEVM, opening up new opportunities.
@HyperliquidX is a top decentralized perps exchange on its own Layer 1, super fast with low fees.

🔸 Hyperbridge uses Layerzero's OFT standard; seamless asset movement without the wrapped token headaches.
By employing a burn-and-mint mechanism, the OFT standard ensures a unified supply of the token across all connected chains(e.g., @Mantle_Official ), simplifying the process for both users and developers.

🔸 Hyperbridge provided support for a specific set of assets, allowing users to immediately begin bridging.
It supports an initial set of tokens, including cmETH and COOK from Mantle.
Hyperbridge looks like a solid piece of infrastructure to funnel liquidity into a growing DEX.

🔸 Deposit now to trade, more assets coming soon.

- Fără avantajul primului care acționează
- Sectorul părea dominat de proiecte stabilite
- Fără VCs
- Fără KOL plătiți
- Are câțiva competitori cex bine finanțați care ar dori să-l vadă căzând
- TGE acum 6 luni.

Acum dominând complet dex-ul perp.

Cum s-a întâmplat asta?

ce se întâmplă?
stați în siguranță, toată lumea, și nu dați clic pe linkuri.

What is trending on CT lately?

Two things mainly:

(1) Hyperliquid
(2) Mindshare, Attention, Social, Marketing and corresponding projects.

Already a lot of fatigue around (2), which is doing more harm to the space than anything else.

But @_dexuai is aiming to change that with fresh, innovative approaches and give it a new direction.

Coming in Q3.

Care este standardul industriei crypto pentru ceea ce reprezintă un "experiment"?

sunt cu adevărat curios.

The Hyperliquid maxis.

Which of these accounts do you think have the biggest contribution to HL?

The success of HL is having such a strong community while spending $0 on marketing.

Established accounts like @ThinkingUSD @Lamboland_ and @blknoiz06 writing a lot about it non stop, each from a different angle.

The Hyperliquid maxis.

Which of these accounts do you think have the biggest contribution to HL?

The success of HL is having such a strong community while spending $0 on marketing.

Established accounts like @ThinkingUSD @Lamboland_ and @blknoiz06 a lot writing about it non stop, each from a different angle.

Here is a hot take:
Mindshare is a vanity metric.

If you are a protocol, what you ultimately want is your north star metric going up. That's often more revenue.

For a dex, it translates to trading volume.
For lending/yield, it's TVL.

the main question nobody is paying attention to is if increased mindshare leads to increased adoption.

The meta is relatively new so protocols are fomoing into it but there is currently little evidence of this being effective for projects.

The main actors currently benefitting from the meta are the mindshare marketplaces and their snappers/yappers.

Yes the mindshare is pumping for projects but the problem is a conflict of interest:
the yappers are not power DeFi users. They just want to make some money by tweeting, without taking any risks. They might not even interact on-chain with the protocols they are writing about, and worst, they might not even have the right audience, which translates into no conversion.
But the increased mindshare narrative being pushed is hiding the real story. And we are already seeing divergences among mindshare marketplaces based on which projects they collaborate with ( btw another big conflict of interest)

So there is currently a gap between information (off-chain) and action (on-chain).

This gap provides an opportunity for better mechanisms and that's what we are working on at @_dexuai .

. @BungeeExchange v2, Piața de lichiditate deschisă alimentată de @SOCKETProtocol, este activă

Iată de ce ar trebui să acorzi atenție:

🔸 Este o modalitate ușoară de a schimba orice token pe orice lanț, fără taxe de gaz, fără MEV, cu un singur clic.

Bungee v1 a fost primul agregator de poduri în crypto, gestionând 20 miliarde de dolari în volum, peste 12 milioane de schimburi și peste 3 milioane de utilizatori cu integrare în MetaMask și Coinbase. Dar, odată cu tokenizarea tot mai mare și apariția de noi lanțuri, au realizat că agregarea nu putea scala.
Intră în scena OLM-ului Bungee v2.

🔸 OLM-ul permite agenților să concureze pentru a-ți oferi cele mai bune rate de schimb de la DEX-uri, poduri sau CEX-uri.
Tu alegi ce contează: viteza, costul sau încrederea, iar Bungee se ocupă de execuție.
Fără taxe de gaz, fără atacuri MEV precum front-running și fără tranzacții eșuate.
Schimbă orice token din portofelul tău cu orice token pe orice lanț cu un singur clic și fără nevoie de tokenuri native de gaz. Tranzacționează de la 10 dolari la 10 milioane de dolari cu taxe mici.
Primești transparență și control total, știind exact ce se întâmplă cu activele tale.

Cum a reușit Aave să concureze atât de mult cu Compound?

TVL-ul Aave a fost parabolic din 2023, dar Compound are același TVL ca acum 3 ani.

Cea mai mare problemă pe care o văd cu noua economie a atenției incentivizate este că nu mai știi dacă oamenii împărtășesc un comentariu autentic sau doar vorbesc pentru a câștiga.

Înainte, acțiunile incentivizate se desfășurau pe blockchain, iar CT era doar gânduri organice care, apropo, includeau atât postări optimiste, cât și pesimiste.

Acest lucru a făcut ca CT să fie un loc mult mai puțin interesant pentru conturile de top.

Lucrăm la câteva idei interesante pentru a aborda aceste probleme.

Rămâneți aproape!