• Tuesday

    • Looked into DeFi portfolio trackers, since standard crypto trackers don’t cover LPs and staking and L2s.
      • Zapper is great for eth: https://zapper.fi/.
      • Ape Board (dumb name) is great for eth/sol/arbitrum/polygon, but no optimism: https://apeboard.finance/dashboard.
      • Surprised there isn’t a clear crosschain winner in this space already. Maybe I’ll make one.
    • Remember polygon is a side chain (and on plasma). Optimism and Arbitrum are L2 rollups (both using optimistic, not zk).
    • BoA and GS both forecasted a 25 basis point hike at every remaining fed meeting this year (7, totaling +1.75%).
    • Went over the eth resources at https://ethereum.org/en/learn/.
      • Skimmed “The Year in Ethereum 2021” https://stark.mirror.xyz/q3OnsK7mvfGtTQ72nfoxLyEV5lfYOqUfJIoKBx7BG1I.
      • Ethhub, eth wiki, eth youtube, Into the Ether podcast, weekly eth newsletter, a few rss feeds to feedly.
      • Primary developer docs: https://ethereum.org/en/developers/.
      • Remember “eth2” typically refers to the consensus layer. The execution (EVM) layer undergoes upgrades periodically as well.
    • 20million people clicked the superbowl coinbase qr link within 60sec.
    • Um: https://sports.yahoo.com/dj-steve-aoki-said-made-143502657.html. Aoki made more from his NFT drop last year than the previous decade of musicmaking.
    • Game 1 of the finals of Grand Prix 1, Nakamura/Aronian draw.
    • Annoying that you go to all these sites and products advertise themselves as a “protocol” – and nothing more. Cool. That tells me nothing. You could be a legislation, a handshake, a process, a thousand things.
      • In most cases, they mean a collection of defi smart contracts. Usually a dex/pool/stake/lender.
    • Fun fact: aave isn’t just a dex/lender on eth, it historically has been an acronym for African American Vernacular English.
    • Loopring is an eth L2. Uses ZK for rollup. Coin LRC. 2k tps. From a google/crypto guy. Site: https://loopring.org/. App: https://loopring.io/#/layer2 (connects to metamask). Polygon is rolling out ZK soon but loopring is much further ahead.
    • Crypto criticism: https://blog.dshr.org/2022/02/ee380-talk.html.
    • Layer 1 comparisons (aside btc/eth). Many are derived from eth forks. Many have metamask support, just adding an additional network (like sidechain polygon and L2 artbitrum).
      • Binance smart chain (now BNB chain, “Build and Build”). dPoS (centralized validators) and PoA. EVM/metamask. Coin BNB. Trust wallet. Binance native DEX, and PancakeSwap. And remember, the original binance chain could not run smart contracts.
      • Cardano. PoS. Coin ADA (named after lovelace, mathematician just like creator Charles Hoskinson). https://cardano.org/. Ouroboros algo, selecting slot leaders to verify epochs. Interoperability, KMS sidechains and bridges. Daedalus wallet. SundaeSwap DEX.
      • Terra. PoS. Coin LUNA. https://www.terra.money/. Provides payment services, fees capped 1%, focused on algorithmic (by trading UST<->LUNA) stablecoins bc other crypto is too volatile for mainstream payments. TerraSwap DEX. Anchor Protocol on terra = savings account (20%!). Mirror protocol on terra = equities/commodities market, buy stocks on a dapp.
      • Avalanche. PoS. Coin AVAX. EVM/metamask. https://www.avax.network/. Avalanche wallet. Pangolin DEX. Consensus algo is Avalanche, custom and very high security. Pretty fast chain, 4.5k tps. Snowman protocol is the linear version.
      • Polkadot. PoS. Coin DOT. From Gavin Wood. https://polkadot.network/. “Layer 0” – Internet of Blockchains. Hub that links other chains together (“parachains”) on its relay chain. Wallets: https://wiki.polkadot.network/docs/build-wallets. Polkadex DEX. Kusama (KSM) is the testnet/canary chain for polkadot, although it’s not pure dev; it’s closer to mini-prod, with actual stakes. This was so they could test governance and things that require an actual value system.
      • Cosmos. PoS. Coin ATOM. https://cosmos.network/. A little newer. Very similar to polkadot, L0 internet of blockchains. Cosmostation one option for wallet. Gravity DEX. IBC = inter blockchain communication (protocol).
      • Algorand. PPoS (pure). Coin ALGO. https://www.algorand.com/. From Silvio Micali, MIT professor. Algorand wallet and algodex. Supports L1 and L2 within the algorand network.
      • Monero. PoW. Coin XMR. https://www.getmonero.org/. Private transactions. No etherscan or anything. Meant to be p2p cash/payments like btc but private, not a full platform with smart contracts like eth. Monero offers its own native gui+cli wallet. No dex since no smart contracts, obviously.
      • Overall: Eth OG, Sol fastest, Terra stablecoins, DOT(+KSM) and ATOM L0, Monero for private BTC, LRC for ZK L2.
    • https://www.tbstat.com/wp/uploads/2021/08/20210811_Layer1Platforms_TheBlockResearch.pdf