Mason Nystrom

34,607 Twitter followers

Investing @variantfund Prev: @MessariCrypto @ConsenSys Author: UnsyndicatedInvesting @variantfund Prev: @MessariCrypto @ConsenSys Author: UnsyndicatedInvesting @variantfund Prev: @MessariCrypto @ConsenSys Author: Unsyndicated

Posts

Mason Nystrom

7 hours ago

My piece with @0xallyzach along with an excellent appchain exploration from @masonnystrom out in @PanteraCapital's new blockchain letter here:

Mason Nystrom

11 hours ago

At my Solana Breakpoint debate, I argued that every sufficiently large app will launch its own chain. Weeks later, @Uniswap announced @Unichain, its own general purpose L2. In this month's Pantera Blockchain Letter, I share some longer form thoughts on Unichain: 1) Governance

Investing in Azra Games: The Next Generation of Mobile RPGs I’m a child raised by RPG’s: Role-playing games like Baldur’s Gate and Elder Scrolls inspired my first heroic explorations, taught me to choose good over evil, and bestowed the power to construct new worlds with my

1) I think one could argue that a venture funded company/protocol is incentivized to capture market value rather than fees. By not taking fees, Uniswap Labs more easily grows its other apps - wallet, UniswapX, Unichain which is arguably a better long term decision than short term

The implications for chain abstraction are significant: - Protocols are improving the experience by vertically integrating solver networks and offloading complex actions to more professional actors - Modular infrastructure can reduce the headaches of liquidity fragmentation -

Mason Nystrom

10-18

Protocol's like @OmniFDN showcase a glimpse into the eventual end state how blockchains will be abstracted from the end user. Abstract the account. Abstract the chain. Abstract the blockspace. twitter.com/masonnystrom/statu...

Mason Nystrom

10-17

Stablecoins are more than just tokens—they're a window into market sentiment. Supply shifts between leading stables can be related to different risk environments. Columbia PhD and @PanteraCapital Catalyze fellow Brian Zhu's research highlights this dynamic 🧵

The SVM L2 Landscape Today. SVM on Ethereum: L2s that settle to Ethereum but leverage SVM for execution. App-Specific Customization: Apps that launch SVM L2s configured to their specific needs. Extendable SVM Environments: Custom environments which extend SVM beyond rollups.

Applications with their own financial infrastructure

Mason Nystrom

@masonnystrom

10-11

Some thoughts on Unichain and why I think it's a significant moment: - A new story for token value accrual: According to the whitepaper, UNI staked validators are rewarded per stake-weighted token value meaning UNI is moving from a governance tokens to a fee accrual token. There

Mason Nystrom

10-09

“Applications outearning their underlying infrastructure appears inevitable.” twitter.com/masonnystrom/statu...