Research @blockworksres / @Blockworks | Cooking @DePINPulse
Boston
Joined December 2021
- Tweets2.8K
- Following1.4K
- Followers3.4K
- Likes37.8K
We 100% support @Blockworks’ comment letter on the SEC’s Regulation Crypto Assets proposal. Transparency is crypto’s #1 problem, and solving it is table stakes if this industry wants a future.
We 100% support @Blockworks’ comment letter on the SEC’s Regulation Crypto Assets proposal. Transparency is crypto’s #1 problem, and solving it is table stakes if this industry wants a future.
We filed a comment letter on the SEC’s Regulation Crypto Assets. As drafted, issuers would post disclosures on their own sites with no versioning or history.
We proposed the QODA:
We just sent the SEC our comment letter on Regulation Crypto Assets.
Our goal is to give every token one current, public record to make onchain compliance cheaper and faster.
Our asks:
1) Let projects file disclosures through Qualified Onchain Disclosure Agents
2) Let third parties file on behalf of projects
It's time we protect investors so we can protect this industry.
cdn.blockworks.com/s/assets/…
Nick Carpinito retweeted
We just sent the SEC our comment letter on Regulation Crypto Assets.
Our goal is to give every token one current, public record to make onchain compliance cheaper and faster.
Our asks:
1) Let projects file disclosures through Qualified Onchain Disclosure Agents
2) Let third parties file on behalf of projects
It's time we protect investors so we can protect this industry.
cdn.blockworks.com/s/assets/…
Longtime @0xResearch subscribers may remember our daily token indices.
Those indices ran on hand-curated lists. Someone picked the tokens, typed them into a YAML file, and updated it by hand whenever the market moved.
Last week I decided to rebuild index membership and history with the new @Blockworks Unified API. Constituent selection is now dynamic. Rules pick the tokens each month, and the backfill reruns the full history on those same rules:
- Revenue Leaders and Low Revenue, High FDV pull from Blockworks protocol revenue on a trailing 90-day window. Membership resets each month based on what protocols earned.
- App Revenue Leaders is new. Blockworks sector tags strip out pure networks, which leaves the apps earning revenue.
- TTF Filers is also new. Its members are projects that filed a Token Transparency Framework disclosure, weighted by market cap.
- One shared filter drops stablecoins, wrapped assets and LSTs.
Use them to benchmark sectors and track whether fundamentals and disclosure show up in price.
Nick Carpinito retweeted
All my coins are down. Im back in 4 fig hell.
Please just take the rest of my funds and come up with a generational trade.
Use fundamentals, use as much leverage as possible, and make no mistakes.
My bloodline depends on it.
Nick Carpinito retweeted
Alchemix offers loans that repay themselves. Your deposit earns yield and the redemptions pay down the debt, and there is no interest or price-based liquidation.
Alchemix just filed a B2 Token Transparency Filing with 1 gap.
$ALCX live since March 2021.
The interesting part of this announcement is in the job post:
The role: train open-weight image/video models with and without Kled data, measure the difference, and "turn results into data deals."
First line: "AI labs buy data when a benchmark shows it works."
Introducing Kled Labs.
Every major AI model learned from the internet. We're betting on people instead.
One goal: train our own models to beat closed models at important human tasks, using our data alone.
All data is sourced from our data application layer and our network of 600,000+ contributors.
We're hiring: jobs.ashbyhq.com/kled-ai/6e9…
Yesterday on our monthly Analyst Hours call I said the biggest pushback on $GRASS was LCR still not being live after 2+ years of public comms.
Coincidentally, the Contents API shipped 4 hours later.
In July we wrote that GPU-hours were the first compute surface to financialize and inference tokens would come next.
@Architect_Fi shipped the second leg way ahead of schedule, and 2/6 launch providers are crypto networks.
In our report we argued the realistic onchain path was plugging decentralized supply into Architect's hub as capacity.
Congrats @BrettHarrison and team
Introducing Liquid Inference by Architect, a new LLM model router where inference providers compete dynamically to offer lowest-cost tokens. Providers onboard in minutes, not weeks. Buyers have full price visibility and receive 20% of referred fees in free inference. More info:
Liquid Inference can be used in place of any OpenAI or Anthropic API-compatible backend. Behind it, our team has leveraged our experience trading and building financial exchanges to create real-time two-sided price discovery for inference. Benefits for buyers and providers:
INFERENCE BUYERS
• Fully compatible with agentic coding tools: Claude Code, Codex, OpenCode, Cursor, Pi, Cline, and many more. Full multi-modal support.
• Hundreds of open- and closed-weight models. Create routing rule presets or use our Auto routing algorithms.
• Providers compete dynamically on price for every prompt, offering the lowest marginal cost.
• Sign up for free with email, first 500 users get $20 of free inference.
• Receive 20% of referred fees as free inference, 10% for second-level referrals.
INFERENCE PROVIDERS
• Onboard through the Liquid Inference app. We verify new providers in minutes, not weeks.
• All prompts are OpenAI API standard. Simple REST/Websocket API to register models and quotes.
• Update quotes dynamically based on your own costs. Monetize GPU capacity only when you want.
• Standardize payouts via Stripe, full itemized records of all jobs performed.
Nick Carpinito retweeted
HIP-4 is kind of the primitive where options or option-like payout curves can be built and scaled to a point where it's useful for users.
@chameleon_jeff