jonwu.eth @jonwu_
🇺🇸 Investor at new thing. Chief Storyteller at @fortyiq. Did the things @aztecnetwork @baincapital @harvardHBS @yale. Other ½ of @maggielove_. fortyiq.com New York, NY Joined August 2008-
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Eigenlayer Season 1 represents 5% of supply. Let's assume Eigen goes to market at $10B FDV, so $500m in tokens is getting dropped to ~$16 billion in restaked $ETH. So forgetting time, APY, etc. restakers on avg are getting 3.1% return on their capital? Am I getting this right?
sitting on this meme for later this cycle
SheFi is one of the largest communities of actual human beings in crypto. Not Discord bots or Twitter followers. Real actual humans who learn crypto together and gather around the world to actually use the products. Join Season 11 and meet other real humans:
SheFi is one of the largest communities of actual human beings in crypto. Not Discord bots or Twitter followers. Real actual humans who learn crypto together and gather around the world to actually use the products. Join Season 11 and meet other real humans:
"I'm not good at writing." Yes you are. You just haven't tried it. The problem is wanting to "be good" rather than just writing a lot. So, hate to break it to you: Most of your writing will be bad. Forever. ➡️ Like yes, maybe after enough reps your hit rate on good writing…
You can no longer find onshore talent with *any* experience at <$50+ an hour. Even entry-level (no experience) is $30-35+. Offshore? $7 an hour. Hiring will become very bimodal: - senior folks at $200K+ with 10x more output than entry-level - offshore talent + AI
Just chatted with a founder who said his COO asked him to start working weekends. He said no thanks. His logic: "If you burn out I can replace you. If I burn out it's over."
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Assuming you staked in December 2023, you received about 50 eigen tokens per ETH deposited. ETH was around $2,200 then. At $10 per token that's $500 per ETH, or about 23% of your initial. ETHBTC is down about 5% since 12/23, so this was a way to outperform BTC passively at size
@jonwu_ the other big question is what valuation you're picking my calculation based on aevo perps is that $EIGEN seems to be priced around a 16B fdv rn, but don't count me on that so then we're talking 5% for two months or 34% apy
@jonwu_ Of course, but no protocol is gonna reward ppl who came in at the last minute the same as ppl who were there for 5x the time. 40% apy over a month is not bad. Where in tradfi will you get that return:risk profile? The eigen farm started like 9 months ago. There were plenty of…
@jonwu_ I’m seeing (anecdotal) reports that the numbers are actually all over the place. One determining factor is definitely time of entry. Not sure what else could be a factor
˚ ✦ . . ˚ . . ✦ ˚ . ★⋆. ࿐࿔ 𝓽𝓱𝓮 𝓯𝓻𝓸𝓷𝓽𝓲𝓮𝓻 𝓲𝓼 𝓯𝓮𝓶𝓲𝓷𝓲𝓷𝓮✦ . . ✦ ˚ ˚ .˚ ✦ . ˚ * . . ˚ . ੈ ✧̣̇˳·˖✶ ✦
teams on layer n already raising money, and we havent even started our series A, lol
I was ethnically cleansed from the Eigenlayer airdrop (resident in the UK)
@jonwu_ I HOPE you don't have it right and I'll get more than 3,1%. That's less than my bank pays. X)
seems like EigenLayer is running the airdrop seasons playbook as well to retain TVL - 5% of the supply airdropped on season 1, snapshot taken on march 15th - remaining distributed across probably two other ones throughout the rest of the year i guess?
@jonwu_ and it's possible that the actual unlocking takes far longer than consensus, so you wind up with an even lower effective APR
@jonwu_ Not sure myself, but echoes concerns I’ve heard from a few sources recently, that the incentives don’t nearly justify the amount deposited.
gm still not over BCAP office sunsets
@maggielove_ @jonwu_ @shefiorg ThankYou Maggie, for having the insight to create SheFi, the perseverance to see it through, the skill to teach and the heart to nurture the ever expanding global community.
@ddwchen @rehashweb3 @jonwu_ How does Jon come up with a point of view for why something happened when that detail is not discovered yet? He predicted correctly the reason behind the FTX blow up and Terra/LUNA before there was an official statement. What's his research and thesis formulation process :)
Join us tomorrow at 10am PT / 1pm ET to tune into our live podcast recording with @jonwu_ Link to join below
last season i had the opportunity to interview @maggielove_ for @rehashweb3, and this season i get to chat with her other half @jonwu_ about all things marketing and storytelling in crypto what questions do you have for him?
@ddwchen @rehashweb3 @jonwu_ What's his take on headless brands vs. founder led brands
Stripe's announcement is another example of the fintech world seriously evaluating crypto/blockchains. The funny part is that fintechs have been paying close attention to crypto for many years, but continue to evaluate it with pragmatism. A quick thread on fintech and crypto:
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