Sanat @kapursanat Twitter profile

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@zyh1111113

Sanat

@kapursanat

1 year

some news: i am stoked to share that i have joined the investing team @dragonfly_xyz based in sg - i'm v excited to work with and invest in the best founders with fresh crypto ideas >|< my DMs are open; here's a (very) non-exhaustive list of some stuff that is on my mind

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@kapursanat

7 months

the primary reason singapore doesn't have great builder culture and a lack of great startups is because people living in this city tend to be severely lacking in the kind of 'naughtiness' that paul graham said is a key quality of good founders

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@kapursanat

1 month

intents are happening but the winners in this new world will not be solver networks or OFA platforms or intent L2s or univ4 intent hooks the winners will be frontends that attract flow and they will either commoditize infrastructure or make their own

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@kapursanat

2 years

flashbots is a rare example of a team in crypto that shipped a product with extremely high pmf twice both mev-geth and mev-boost gained 90%+ adoption soon after launching - impressive af

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@kapursanat

24 days

I'm hype to announce that we led the Seed and Series A rounds for @AvailProject , and wanted to write a little about why we're so excited. Rollups are here. Layer 2 TVL is on track to hit $50bn imminently. The most interesting new applications in the crypto ecosystem are built on

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@kapursanat

2 years

lots of protocols recently switched to ve-tokenomics (with limited success), and we increasingly see defi founders pitch the same strategy - with founders claiming they are set to launch "protocol X" wars, but i think they misunderstand how the DAO-led @CurveFinance wars work

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@kapursanat

3 months

one of my most contrarian views is that proof-of-work makes a comeback the pendulum shifted in favor of PoS too quickly; as ethereum and other PoS chains mature, we're running into a ton of unforeseen PoS problems for context, dogecoin is the #2 PoW chain by market cap

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@kapursanat

5 months

binance smart chain was launched in october 2020 and 3+ years after launch, has more users and TVL than arbitrum, optimism, polygon and solana teams in crypto consistently underestimate the power of distribution and overestimate the power of tech differentiation

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@kapursanat

15 days

@cburniske one of the few crypto conspiracy theories i sorta believe is that airdrops are often a way for team insiders to cash out egregious sums without anyone knowing epsecially given that we now know it doesn't matter on any medium-long time frame (sui vs aptos clearest example imo)

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@kapursanat

2 years

@tomhschmidt the best counter argument i have heard: majority of curve liquidity exists to enforce stability, not earn fee revenue - there is no compeititor in defi that solves this exact use case - protocols bribe crv/vcx holders to rent this stability (h/t to frax founder for framing)

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@kapursanat

11 days

in the spirit of appreciating the competition polychain website goes so hard it also looked pretty much identical in 2016 (i checked the internet archive) pretty based ngl

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Sanat

@kapursanat

5 months

this dashboard is gorgeous also useful reminder that tg bots are a bigger deal than everyone thinks they are - the best bots will aggregate a ton of 'stupid' flow and occupy a powerful position in the mev supply chain the next metamask / uniswap front-end is a telegram bot

angelfish ⚡️🤖

@0xangelfish

5 months

Dashboard:

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@kapursanat

3 months

i disagree strongly with this framing at this point, eth’s technical roadmap and moat is far less relevant than its status as money and as the pristine collateral of the digital economy L2 activity does not cannibalize ethereum’s status as money

Marc Boiron

@0xMarcB

3 months

Ethereum’s biggest problem is cannibalizing itself continuously via all L2s competing over devs, users and liquidity rather than competing outside of the Ethereum ecosystem. Microeconomics 101 would tell you this is a bad strategy. I don’t have the answer but it needs to be

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@kapursanat

2 months

founders that refuse to take their token seriously are operating with one hand tied behind their back re: capital and talent the capital raising bit is obvious, but if you track the the smartest talent in crypto, they also move towards token upside more on @theBlockcrunch soon

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@kapursanat

24 days

@0xSisyphus the phrase ‘wage cuck’ is key to really having that tweet hit the spot imo

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Sanat

@kapursanat

7 months

excited to be a praxis resident building new cities is fucking cool new york times btfo

Dryden Brown

@drydenwtbrown

7 months

On @nytimes Praxis story: We fired some people last year. Not as many as NYT, but we fired some people last year. Those people coordinated to create a funhouse mirror of Praxis for journalists, which we were fascinated to read.

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@kapursanat

3 months

best podcast i've heard in a long time - you should listen because shifts in eth issuance policies have ripple effects across all of defi but it also made me grateful for the thoughtfulness and care that ethereum (and lido) researchers take to ensure the protocol's future

Uncommon Core 2.0

@UCC2_xyz

3 months

ETHEREUM STAKING ENDGAME @hasufl & @jon_charb brought on @adietrichs & @casparschwa from the EF following their latest research & proposal to change ETH issuance 2.5 hours going deep on PoS economics, LSTs, restaking, economic security & more Links below 👇

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@kapursanat

5 months

rollup stack competition is heating up arbitrum orbit chain deployment is now self-service but rollups pay 10% of sequencer profit to arbitrum DAO OP stack rollup deployment remains permissionless, but joining superchain requires 15% of sequencer profit or 2.5% of tx revenue

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@kapursanat

2 months

the next person making a 'liquidity' joke about the dubai rains in every telegram group should be shot

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@kapursanat

24 days

when i see defi pitch decks for new primitives at this point, my first question: is this squeeth or is this gmx seeing a lot of squeeths these days

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Sanat

@kapursanat

2 months

ok this is like the 4th franklin templeton crypto memo ive seen now and uhhh why are they formatted so badly and written like a high school essay 😭😭😭 i swear i am not a boomer but these are kinda comical at this point

Franklin Templeton Digital Assets

@FTI_DA

2 months

It's Base Season

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@kapursanat

5 months

from what I can tell, the strongest pitch for shared or decentralised sequencing has nothing to do with product or technical strategy it is straightforwardly about the risk that the SEC will come after teams with a token where the rollup is just a single server on AWS

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@kapursanat

7 months

jason and darryl are among the sharpest crypto investors i know, and this is an incredibly +EV opportunity for any smart aspiring crypto investor - strongly encourage you to apply will also add that jason has also been an amazing mentor to me through my crypto journey

Jason Choi

@mrjasonchoi

7 months

Looking for sharp analysts to join @tangent_xyz to build out the best crypto fund! Application deadline: Dec 20th How to apply:

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@kapursanat

3 years

USDC and FRAX yields on @market_xyz insanely high right now because @KlimaDAO holders need liquidity - reminds me of the early days of Tetranode's locker bullish af on isolated lending pools

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@kapursanat

3 months

i actually think that the fact that aave governance is considering making this snap judgment is a strong sign that aave-style multi collateral pool lending is pretty broken and is a great endorsement for morpho’s new modular design

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@ImperiumPaper

3 months

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@kapursanat

4 months

> first uber in denver > are you here for crypto event > yes > ive been buying crypto since 17 > what do you think about xrp > literal notecard with coins written in pencil > will vechain pump again ? ada ? > ends with ‘the cia is satoshi because usg knew dollar was gonna die’

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@kapursanat

1 month

when it became clear that the ethereum ETF was going to be approved the ETH price went up by 22% 'yes' on the eth etf polymarket went up by 550% from 10c to 65c @polymarket was a far more efficient way to take this idiosyncratic bet this is why prediction markets will win

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@kapursanat

6 months

takeaway from GS report: 🇮🇳/acc is real indians are earning more, buying nicer cars, using tech platforms, setting up high speed internet, investing in stocks, and accessing world-class healthcare this growth will continue for next 10 years (h/t @balajis for the phrase)

Balaji

@balajis

7 months

INDIAN ACCELERATION OK, let's see some i/acc memes. That's Indian e/acc, aka 🇮🇳/acc. Because there have been some amazing US memes. Accelerate or Die. Come and Take It. But...the push for deceleration is global. Fortunately, the Internet is too. So let's see what India can do.

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Sanat

@kapursanat

2 years

fantom tokens consistently have the most OP tokenomics - strong contrast from solana defi project tokenomics

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Sanat

@kapursanat

4 months

liquid staking monopolies may be dead going forward recent updates from the celestia, atom and eigenlayer ecosystems indicate that teams are paving the way to explicitly kill "winner-takes" all dynamics in LSTs

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@kapursanat

5 months

perp dexes do occupy mindshare, but the sector has been pretty underwhelming imo we've seen ftx collapse, binance settlement, CEX kyc enforcement yet hyperliquid and dydx do ~1% of binance volume 24 hr vol: binance: $47 billion hyperliquid: $590 million dydx: $491 million

woodchuck

@txsequencer

6 months

if crypto goes fully parabolic from here the flagship app of this cycle is the perp dex the main differentiators are - how much do you care about the decentralized part / how much reg risk will you take - did you remember that the only things that matter are UX and token

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@kapursanat

8 months

was super fun to finally rant about prediction markets and hear why Jason won’t invest in wallets 👀

BLOCKCRUNCH

@theBlockcrunch

8 months

This week, join @mrjasonchoi and @kapursanat as they delve into: • 3 verticals that showed promised but ultimately failed to gain traction • 3 emerging verticals with the potential for significant success Don't miss their valuable insights & forward-thinking perspectives on

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Sanat

@kapursanat

3 years

was playing around on @DuneAnalytics and made a dashboard to track FTT 🔥 - as expected, $ amount of burns grew like crazy this past year also shoutout to @FTX_Official for having a clean on-chain burn mechanism

FTT 🔥

Blockchain ecosystem analytics by and for the community. Explore and share data from Ethereum, Bitcoin, Polygon, BNB Chain, Solana, Arbitrum, Avalanche, Optimism, Fantom and Gnosis Chain for free.

dune.com

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@kapursanat

1 year

i will also be in paris for ethcc so hit me up if you are heading there as well ~~

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@kapursanat

1 year

cosmos projects tend to under-utilize their "sovreignity" - a positive example is injective's validator secured bridge barry's ( @SkipProtocol ) talk on "protocol owned building" (link below) illustrates the magic of what can be achieved when protocols own their whole stack

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@kapursanat

2 years

@DecentralGames has a new P2E poker game called ICE poker - as a poker + crypto enthusiast, i felt obligated to check out poker in the metaverse and i'm pretty impressed - i think this could drive a new wave of growth to the decentral games ecosystem

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@kapursanat

3 months

really enjoyed @hotpot_dao recent piece on crypto journey - this ending really resonates with how i feel about crypto too

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@kapursanat

2 months

for a long time i have thought the vaporware infra/smart contract platform premium would die at some point and so hopefully things are moving in this direction otoh empirically, it's unclear to me that "it doesn't work anymore" - seems to be working fine?

qw

@QwQiao

2 months

the old playbook of building/funding vaporeware, playing the hype game, then getting listed on binance doesnt work anymore. theres an oversupply of projects and tokens, and exchanges cant possibly list all of them. simple math. fundamentals unironically matter more than ever.

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@kapursanat

3 months

@beaniemaxi no one pays enough attention to bsc on ct lmao

Sanat

@kapursanat

5 months

binance smart chain was launched in october 2020 and 3+ years after launch, has more users and TVL than arbitrum, optimism, polygon and solana teams in crypto consistently underestimate the power of distribution and overestimate the power of tech differentiation

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Sanat

@kapursanat

9 months

the vibes are immaculate

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Sanat

@kapursanat

1 year

ai x crypto: less excited by airbnb for gpus, but i'm fascinated by research around blockchains as commitment devices and how these features may enable us to build stronger and more interesting cooperative AI applications (h/t @sxysun1 's recent work in this direction)

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@kapursanat

2 years

reviewing @Risk_DAO bad debt dashboard - the situation could get ugly for some protocols PSA to Venus Finance users; the protocol has $65mn of bad debt (created during oracle attacks) and the market cap of XVS is only $58mn I would remove my funds sooner rather than later

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Sanat

@kapursanat

10 days

was watching @segfaultdoctor talk at research day which was a banger super intrigued by the claim that searcher profits are likely 3-4x higher than what is paid by searchers to validators in jito tips is there just a lack of competition between searchers on solana?

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Sanat

@kapursanat

8 months

even the nyt is starting to understand the sacred nature of the freedom to transact hacker news comments from multiple individuals who were "de-banked" and given a scarlet letter with no explanation ever provided

6529

@punk6529

2 years

1/ There are no other constitutional rights in substance without freedom to transact Being meaning to write this for 6 months, but the Canadian response to the trucker protests is illustrating this so vividly, that today is the day.

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Sanat

@kapursanat

10 months

lfg

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Sanat

@kapursanat

2 years

if you can create a mechanism where non LP-owning protocols or entities that benefit from your protocol fight for control of gauges, that's when the flywheel becomes really powerful

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Sanat

@kapursanat

1 year

peak sovereign individual behavior

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Sanat

@kapursanat

14 days

victim of random drive by shooting 😭😭

eMon

@0xemon

14 days

@mrjasonchoi @kapursanat Whoa for a moment I thought it was Neel...

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Sanat

@kapursanat

1 year

blobspace: the blobspace market feels under-studied and under-theorized; splitting the fee market into two + a new transaction lifecycle + a different set of consumers for blobs leaves open room for many interesting startups (h/t @christine_dkim for graphic)

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@kapursanat

16 days

you wake up in 2028. the major geopolitical resource is compute to produce bitcoin. china restarted mining in 2026 and almost got to 33% of the network. trump signs executive order moving electricity to regain control of the chain. he succeeds. cold war remains cold. third term?

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@kapursanat

2 months

this seems nuts otoh

unusual_whales

@unusual_whales

2 months

$GME has been halted a 4th time, up 90%.

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Sanat

@kapursanat

1 year

crypto x social: i'm particularly excited by anyone building social and gamified experiences uniquely enabled by crypto i.e. more stealcam, less lens/farcaster

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@kapursanat

3 months

@ceterispar1bus all of whom (at the moment) show very little interest in making the kind of investment/effort lido does in curating and decentralising the operator set

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@kapursanat

5 months

@I_talk_crypto you should consider that this reflects more about you + mainstream crypto discourse than it does about the actual reality of things similar to how CEX perp trading is 100x bigger than DEX perp trading

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@kapursanat

1 year

@TheStalwart the complaint does seem to emphasize that binance offered products that allowed you to earn "profits"/yield on BUSD - something not done by other stablecoin issuers for the most part

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@kapursanat

2 years

@statelayer can't even bid eth <$100 away bizarre shit

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@kapursanat

1 year

how much of the tx fee does optimism actually capture? can cross-chain MEV be a real source of value accrual for cosmos chains? are DA layers worth a lot in a post eip-4844 world? @mrjasonchoi graciously published some of my ramblings on who might make $$ in the modular paradigm

Jason Choi

@mrjasonchoi

1 year

This week, @kapursanat examines one of the most important questions for crypto bulls in 2023: Which part of the blockchain stack captures most of the value?

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@kapursanat

1 year

this stat was p surprising - real world acceptance of lusd is non-existent also h/t @theBlockcrunch which consistently seems underpriced - thoughtful, well researched writing that is both timely and saves a few days worth of digging

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Sanat

@kapursanat

4 months

very excited to support @anuragarjun and @prabalbanerjee execute their vision to scale rollups and solve fragmentation

Avail

@AvailProject

4 months

The day is here! We’re unfolding the cards! Avail raises $27m, led by @foundersfund and @dragonfly_xyz to accelerate the unification of web3! With this, we’ll build the Avail trinity - a three-phase roadmap aimed at unifying multiple ecosystems in web3. Consisting: • Avail

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@kapursanat

1 year

if you're thinking about this stuff too, DM me i also recommend reading celestia's intro if you're curious about the modular paradigm and checking out this awesome dashboard from @0xKofi on rollup economics

Rollup Economics

Blockchain ecosystem analytics by and for the community. Explore and share data from Ethereum, Bitcoin, Polygon, BNB Chain, Solana, Arbitrum, Avalanche, Optimism, Fantom and Gnosis Chain for free.

dune.com

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@kapursanat

2 years

@Dogetoshi @mikedemarais @desoprotocol @zhusu i think it is just badly worded - if u follow thru, it creates a wallet for you and gives you the seed phrase to store

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Sanat

@kapursanat

2 years

@mgnr_io @SBF_FTX zero-based indexing for tweet threads, based

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Sanat

@kapursanat

2 years

@DegenSpartan "not pornography" disclaimer doing some heavy lifting here

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Sanat

@kapursanat

11 months

always a fan of vaguely passive aggressive tone in governance posts

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@kapursanat

1 year

🇮🇳: delhi will always be home for me, and i remain excited by the the massive potential of crypto in india and the stellar builder community

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Sanat

@kapursanat

1 year

hybrid applications, as described by vitalik, seem incredibly useful, but were challenging to build with current infra; with tons of innovation around light clients and zk proofs, can we build more interesting applications that are "partially" onchain?

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@kapursanat

1 year

oracles & indexing: there seems to be a recent lack of innovation in these tools that are used extensively by all crypto applications, and devs complain that current "defaults" have gaps - would love to hear ideas about how we can improve these building blocks

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@kapursanat

2 years

@vers_laLune you telling me you don't have goddesses reveal incredibly complex mathematics to you during your dreams?

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Sanat

@kapursanat

6 months

> be SEC commissioner crenshaw > watch SEC twitter account get hacked because of no 2FA > hacker posts BTC etf approval tweet > the next day, claim that this is evidence that BTC markets can be manipulated ???

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@kapursanat

3 months

does anyone know how uniswap frontend determines whether your order will be routed through the AMM vs uniswapx noticed that as you increase trade size, it prefers uniswapX is it getting quotes in real-time from the uniswapx solvers? or just a heuristic?

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@kapursanat

2 months

@macrocephalopod as an anecdote, a lot of ppl who did IB in my peer group actually transitioned to operating/strategy roles in tech

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@kapursanat

1 month

come listen to why im still bearish farcaster (its definitely not because im salty that I lost access to my original account from two years ago)

BLOCKCRUNCH

@theBlockcrunch

1 month

Timestamps: (00:00) Introduction (01:20) airdrop (06:27) What is ‘Web3 Social’ & ‘SocialFi’ (09:15) Farcaster user growth (10:19) Stealcam (13:25) Value transfer in SocialFi (16:23) (20:19) Early monetization in SocialFi (26:17)

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@kapursanat

3 months

the lack of experimentation/creativity around rollup fee models is appalling everybody continues using a brain dead model of ‘we’ll charge x% more than DA costs’ there’s so much room to innovate here - and yes, subsidising gas and charging for other things is a great step one

John Rising

@johnrising_

3 months

I often find that web3 founders don't really understand their full customer acquisition cost. If you do this napkin math you'll find that EIP-4844 makes sponsoring gas a no-brainer on L2s.

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@kapursanat

3 months

any strong contenders for the blockfi of this cycle yet? huge market opportunity in taking onchain deposits and lending them offchain to delta neutral memecoin market makers, funds doing looped leveraged staking yield trades on tao and/or australians

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@kapursanat

2 months

@neelsalami eth is still stronger collateral imo i.e. validators/stakers are more willing to accept lower yields for holding eth - this could and probably is changing though + the solana base layer is way more performant -> the space of things that need to be an AVS vs a dapp is smaller

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@kapursanat

9 days

good applications / frontends will commoditize financial infra users come to because it is compelling this user has loyalty to not to raydium [especially if feeds/streaming take off] raydium has no economic leverage here

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@kapursanat

1 year

prediction markets: crypto prediction markets never managed to succeed beyond a niche audience, but i'm convinced that with some innovation around liquidity provision and creating markets that bring users back repeatedly, there's still tons of potential in the space

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@kapursanat

6 months

on my bingo card for 2024: bitcoin etf approval not on my bingo card for 2024: paypal entering the curve wars

Stake DAO

@StakeDAOHQ

6 months

The big news is that PayPal has deposited vote incentives worth $132k in $PYUSD on Votemarket to increase in the PayPool liquidity on @CurveFinance !

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@kapursanat

2 years

@mrjasonchoi really enjoyed reading this recently + wild west of commodities trading makes crypto seems tame by comparison e.g. stories of traders flying into libya to negotiate oil contracts with rebels during arab spring

The World For Sale: Money, Power, and the Traders Who Barter the Earth's Resources

www.amazon.com

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@kapursanat

2 years

absolute coolest launch strategy i have seen - @AndreCronjeTech is actually defi jesus can't wait to see how protocols utilize this effectively also in case you weren't sure, FTM season is about to get much wilder

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@kapursanat

16 days

this is 100% inevitable tho eth outsources a key part of its roadmap -> big venture outcomes L2s are the obvious ones, but even outsourcing PBS led to flashbots being a massive outcome for investors so when justin drake now says eth needs preconfs, the pattern matching begins

c-node

@colludingnode

18 days

the venture startupification of preconfs is already beginning. how do we prevent it from turning out like L2s: drawn out for years, GTM with centralized prototypes, endless tokens, unnecessary competition for a small pie, cannibalization of a great idea?

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@kapursanat

1 year

eth staking: there's still more to be built around eth staking: both cefi and defi building blocks around eth yield interest rate swaps, hedging tools for rollups to manage expenses, managing restaking if it takes off and more i can't think of

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@kapursanat

7 months

@0xLawliette i even use the swap feature sometimes

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@kapursanat

11 months

the arkham airdrop scammer tags are on track to break the relationship between the twitter notifications badge and dopamine receptors

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@kapursanat

1 year

the emojis in the coatue 2023 macro keynote are instant bangers

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@kapursanat

1 year

i've seen tom walton-pocock's talk, ethereum: an economic endgame 5 times - it gives a framework for eth's future as an asset & lays out the challenges faced by L2 tokens the gorgeous phrase "making ethereum a plausible part of the monetary furniture" is stuck in my head

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@kapursanat

7 months

this is extremely cool; smaller rollups are going to struggle to fill up a full blob leading to delayed l1 settlement or higher fees - blob merging solves this confirms my belief there's a bunch of interesting tooling that will be built around the 4844 blob transaction pipeline

Headwitch.eth

@HeadwitchMe

7 months

Here's what we built with ♥️ @microHoffman @VeroNike231565 @0xVojtch ♥️ at ETHGlobal Istanbul hosted by @ethglobal : 🔀 Blob Merger – Introducing a solution to optimize blob data usage on Ethereum, aligned with EIP-4844. 🌟 As blobs maintain a fixed size...

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13

Sanat

@kapursanat

2 years

there's tons of teams building nft financial-ization products (nft lending, nft perps, nft oracles) however, it feels like these products fundamentally assume a level of liquidity that isn't present; no oracle can sensibly tell the price of BAYC 24x7 if there are 5 trades a day

6

0

13

Sanat

@kapursanat

3 years

super excited to back the team building blockchainspace - @petering_ has an amazing vision for the future of the p2e guild space

BlockchainSpace | $GUILD

@blockchainspc

3 years

1/ For our lead investors, we'd like to send our special thanks to @ysiu of Animoca, @LuBall13 of IVC, @SpartanBlack_1 , @itzjustcal , & @kapursanat of the Spartan Group! 🥳🙌

2

1

13

0

3

11

Sanat

@kapursanat

11 months

not on my 2023 bingo card: stellar becoming the rwa chain of choice for treasuries from institutions can't wait to trade lumens on bittrex like it is 2018 again also $BENJI is a pretty banger ticker choice

2

1

12

Sanat

@kapursanat

8 months

@mrjasonchoi the research:

4

0

12

Sanat

@kapursanat

3 years

@mrjasonchoi meanwhile, in the gigabrain scam token launch community

1

0

12

Sanat

@kapursanat

2 months

if you squint hard enough this is basically TOR for airdrops which also makes me wonder - if you use TOR network to access crypto websites (vs a centralized vpn like expressvpn) do you still get blocked?

0xngmi

@0xngmi

2 months

idea: a p2p layer where you rent access to your IP to make requests to claim airdrops + the type of requests that can be made are whitelisted to avoid bad actors spamming/hacking from your IP

24

9

192

1

0

12

Sanat

@kapursanat

1 year

the even funnier thing is that other than ethereum, most of this infrastructure doesn't generate significant "revenue" or "value" that can be captured often, smart contract layer valuations in crypto are nonsensical vs those of succesful applications (even ones like aave)

2

10

Sanat

@kapursanat

2 years

excited to back @BribeProtocol - super cool governance marketplace and newest entrant in the curve wars 👀

Bribe

@BribeProtocol

2 years

1/ We are pleased to announce the successful closing of our seed funding round, raising $4M to incentivize voting in DAO governance with Voter Extractable Value (VEV).

12

22

128

0

2

11

Sanat

@kapursanat

3 months

it seems like renzo and etherfi are clearly differentiating themselves from everyone else in the liquid restaking space nobody else has grown TVL significantly in the last month (well except for swell, but on a much smaller base)

1

2

11

Sanat

@kapursanat

2 years

@Fiskantes @arbitrum @optimismFND arbitrum is marginally ahead on publishing fraud proofs this is obviously the most important factor that users think about when transacting on a rollup... right?

2

0

9

Sanat

@kapursanat

5 months

@jon_charb even more such cases

1

11

Sanat

@kapursanat

1 month

is there any other major rollup usecase that depends on L1 data posting confirmation other than cex deposit flows? my personal suspicion is that 99% of users are just waiting for "confirmed by sequencer"

3

0

11

Sanat

@kapursanat

5 months

points trading taking off in a pretty big way pendle LRT yield product gaining lots of volume and TVL whales market volume going exponential on solana crypto markets are liquidity accelerators: if there's demand someone will make a market for it (also true of SAFTs etc)

1

0

11