enjoyoor of @monad, @OhBabyGames & @hyperliquidX 💜
acoustic/acc
Joined August 2017
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this bull was really different compared to past bull markets. the PA within this cycle has not been easy on peoples minds. they call it the "most bearish bull market ever". its rough out there.
but why are people so so mad rn?
> lets first take a look at how we got here:
> people had to survive A LOT OF SHIT getting here
> people had bad positioning (not enough or no BTC at all + too many dinosaur alts)
> dilution of altcoins has let to a high percentage of retail getting rekt for their last breath
=> retail is the lowest and the most bearish it has ever been (+ lack of interest)
history doesnt repeat but it rhymes! we had a clear shift in demand for altcoins. too many tokens getting born every day has messed up "the game", even tho:
> the tech is as good as it ever has been
> deregulation is in full effect (thanks obama)
> real world adoption (institutions, stablecoins & RWAs)
"messing up the game" ultimately is a good thing tho. => lets go back to first principles!
there is like almost 1 order of magnitude between %retailmoney back then (past cycles) vs now (institutional money driven cycle)
but we are actually in a very good spot imho:
> asset class is way bigger in size => more liquidity
> no systemic risk (3AC, FTX, CeFi giants etc, fraud in general)
> no crazy parabolic altcoin landscape (2017 ICOs, 2021 L1s/DeFi/NFTs)
> Lindy Effect
> regulatory unlock
> this is still the most interesting and most retarded market out there
> combine the existing infrastructure with human creativity and its only a matter of time till another dApp goes mainstream. and then another dApp. and then another dApp... (s/o polymarket)
=> maybe the bear market will be very different too compared to past bear markets? (shorter and less agressive?)
be ready tho for the case that we have 1 year+ of shitty price action, we could go as low as $60k (unlikely imho but if ur ready for it emotionally then its way easier to feel comfy in this market)
choose your fighter wisely, have some patience and believe in something!
gmonad
liber.hl retweeted
Today we are releasing Quantum Cadence, a post-quantum version of Cadence, our consensus protocol with multiple concurrent proposers. Quantum Cadence uses no quorum certificates, and its safety and liveness do not depend on signatures.
Most modern consensus protocols, Cadence included, rely heavily on signatures and quorum certificates, which a large-scale quantum computer could forge. Simply replacing today's signatures with post-quantum ones would make certificates too large for every validator to send around in a high-performance blockchain. Quantum Cadence instead draws on Forget-IT, a recent signature-free consensus protocol co-developed by researchers at Category Labs.
Quantum Cadence still keeps the overall architecture and core guarantees of Cadence, so our Cadence prototype was easy to carry over: an AI was able to adapt it to Quantum Cadence in a few hours, and an early prototype now runs on an internal test network.
We designed Quantum Cadence to be practical for a high-performance blockchain. In our simulations, its latency is similar to Cadence's, and it scales better with the number of proposers.
Interactive explainer: category.xyz/quantum-cadence.
Full paper: arxiv.org/abs/2610.32803.
Joint work by @MohammadMJalal1, @TobiasKlenze, and @komasito55
liber.hl retweeted
I am a technology optimist. I believe:
1. decentralization and censorship-resistance (real versions of these properties, not larps) matter to human freedom in the coming age of AI
2. self-sovereign money, implemented by code and maintained through decentralized consensus, is the final form of money. But it needs to be truly decentralized -- cut out every possible weakness, trust assumption, keeper, etc. Of course there will be connectors to the real world - harden those maximally
3. AI will write most smart contract code. Spec-driven development with Formal Verification will be how new contracts are written rigorously. FV will also be crucial to securing all the infra including the blockchain itself
4. AI will harden our surfaces, with some unfortunate hacks in the process, but ultimately the crypto and financial industries will come out stronger
5. properly-constructed and properly-indexed data lakes will enable agents to build software far more productively
6. governments will move to restrict AI usage in the future, causing true decentralization and CR to matter in dramatic fashion
7. quantum security will be a must for any ledger where people trust their assets. And specifically, blockchains will need to deliver quantum-resistance while retaining programmability and performance. Again, no larping
8. ZK will be an important part of the puzzle too, as it'll be increasingly important to prove off-chain computation and utilize the result on chain. But again, performance and effortlessness for users will be the differentiator
9. pragmatic and composable privacy will be the missing piece for real adoption. People will use apps that stack together stablecoins, DeFi, blockchain settlement, passkey or MPC authentication, and friction-free onramps, but the part that gets fintechs over the line is knowing that user balances will remain private while still being able to tap into shared liquidity
10. blockchain will serve as the global, universal marketplace, for anyone anywhere to get the best opportunities. For that we will need guarantees of fair execution, protection from frontrunning, and a convergence of all of the best assets
At @category_xyz and the @monad Foundation, we are assembling all of these missing pieces in parallel with extreme urgency, and I hope this is clear from our actions. See you in the future
liber.hl retweeted
What an unbelievable opportunity on zcash:native.
Cleanest trend retest on one of the strongest makets.
People went silent on it, don't forget how much momentum this market had.
update:
thanks for all the support, means a lot and actually helped me calming down a bit!
it went good but the HR lady was kinda weird, and that on a fkn friday 😭
was lowkey a near-death experience talking to her lmeow
people who think encryption will be cracked by quantum are the same people who thought that moderna actually cured cancer
had an MRI the other day and results got back kinda good
back to 10k steps a day + going on a run every second day
no excuses till x-mas! (😭lmeow)
liber.hl retweeted
Scott Aaronson gives maybe the best short-form retelling of the Hugging Face attack I've heard. It made it land for me all over again how fucking crazy of a Sci-Fi world we're living in now.
(He also nails the silliness of the no-anthropomorphizing crowd.)
liber.hl retweeted
A swap for China Index $CNA50 is now live with zero fees, up to 10x leverage, and direct TradFi liquidity.
liber.hl retweeted
The first of many listings which aren’t available anywhere else on-chain.
Swaps will unlock hundreds (and later thousands) of markets.
