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walter
8,692 posts
walter
@waltjsmith
sensitive young man. investor
the joy of the Lord is our strength
Joined February 2015
- Replying to @waltjsmithAt the start of the year, we began to ask ourselves - how big is Bitcoin MEV, what forms are there today (and tomorrow), and how is it different then Ethereum MEV?
- I’m excited to be joining the investment team @standardcrypto. I’ve grown to know @adamwgoldberg and @AlokVasudev over the last 2 years & couldn’t be more excited to work with them to build a world-class Bitcoin (and crypto) investment firm.
- 2021 has been a great year for the #Cosmos ecosystem. It's seen major updates, like IBC, come to fruition, & networks like Terra & Secret Network host major adoption But the apex of the ecosystem, the Cosmos Hub, has grown slower than its parts. But that could soon change👇
- Had some thoughts abt @eigencloud & MEV this weekend. This is largely speculation or an example but I think the direction is mostly correct. ⬇️⬇️⬇️
- MEV drives open, expressive systems pathological. Bitcoin, in many ways, was great because it wasn't general enough to generate meaningful MEV. The creation of Ordinals, along with new sidechains (multisigs, BitVM/opcode, drivechains) changes that.
- Nothing says corporate socialism like getting a bunch of CEOs and bankers in a room with a president to discuss their dependence on federal debt
- ~personal news~ After 2 great years spent between reserach, principal trading, and ventures, last week was my last @galaxyhq. Would like to express my thanks to the many great people I got to work with & learn from.
- For over a year, I've been wondering - can we improve Bitcoin's settlement assurances and stabilize Nakamoto consensus? And how will new opcodes and new fees impact miner economics and, more critically, network stability? We explore this and more in Pooling in OP_CAT's World
- Bittersweet to announce I spent my last week at @cyberfund this month. Working with @Lomashuk and @_vshapovalov was a once in a lifetime experience. I'll forever be grateful to them for the lessons & memories at cyber. Both are one of a kind visionaries and proved over and
