Unhedged 𐤊
@Unhedgedd
somebody somewhere | cross asset arb | ex private equity | @jpmorgan | @columbia
View on $KAS key catalysts / risks over next 12 months Catalysts (to drive adoption and interest) • L2 SC launches - Kasplex /Igra -> +app launch to hit mainstream • Tier-1 exchange listings - Binance / CB / CTC / OKX / Upbit (big volumes in SK) • DK + ZK opcodes (next…
I was pretty busy the last weeks to dig deep into the codebase and understand how everything works under the hood and I have to say I am really impressed with what I have seen so far! Kaspa is a sleeping giant my friend!
BTC bridge (obviously from XPL->BTC) is trust minimized is not trustless, still reliant on centralized parties, on top of the “layer 1” still ultimately being proof of stake. Ultimately the endgame where capital will funnel (across defi and “trust minimized” btc bridges) will…
This one is special. RWA tokenisation, Supply chain and Commodity trading. A great test case… watch this space. Powered by Kaspa.
Food chain integrity, a natural application field fo an agile BlockDAG crypto ensuring highest security from source to sink. Zero fraud olive oil, a promising example
Kaspa logical socratic trap when casually chatting with institutional investors / HNWI who have some knowledge and exposure to crypto (typically hold some BTC / Eth and can name a few of the top 10). My personal experience has been the below has been the fairly effective to at…
Raw thoughts re Kaspa’s next big upgrade(s) You don’t end on a crescendo, and it is no secret that several anticipated upgrades are waiting on the sidelines for Kaspa. Primarily, the Dagknight (DK) protocol and the ZK L1<>L2 bridge. These two major endeavors may look…
interesting read from @Cyphertux re: 80k BTC moved possibly prompted by biased ECDSA nonces that may leak sufficient info to break keys @DesheShai (if you haven't come across already thought might be something of interest) cyphertux.net/articles/en/re…
Kaspa is end game. $KAS Send to your favourite Bitcoiner
1/2 What if you could build high-frequency dapps on Kaspa in minutes? That’s the idea we (@freshair08, @elldeeone; inspired by @hashdag) have been exploring with Kdapp, a small “weekend effort” side project to highlight Kaspa’s blazing 10bps. It has been a true pleasure to see…
I made this because #Kaspa is more important than we currently realize. I love you all $KAS
Hyperliquid <> Kaspa: Imagine bringing to market in an accelerated manner (vs independent development paths), the combined value proposition of a world-class CLOB DEX product running on the most scalable and decentralized PoW L1 with trustless ordering and censorship resistance.…
So what's the deal with Useful Proof-of-Work (UPoW, a.k.a Proof-of-Useful-Work, i.e., PoUW) and @komargodski et al.'s fabulous new paper [1]? What does it entail for existing UPoW projects? Welcome to a very reasonably long post.…
My prophecy: Kaspa core will keep researching, budling and delivering. Yonatan will continue to lead it in terms of vision, far-reaching long-term research and short-term endless day-to-day brainstorming. Core R&D will continue to scale and expand to wider and wider circles.…
We’ve been waiting for you KKR. Welcome to Stage 1 of the radical portfolio theory.
Thank you so much for the warm welcome - I can not express how excited I am to work with Kaspa! It is one of the few projects in the space that intuitively understands the value proposition that Satoshi Nakamoto brought to the table and that is willing to go the extra mile to…
🧠 From hacker to researcher, rebel to builder — Hans Moog @hus_qy joins Kaspa as a @Kaspa_KEF granted core researcher. With 24+ years of coding, Hans has done it all: founded a successful tech company, ran underground gaming ops with millions of users, funded open science…
Is it really possible for a Proof-of-Work coin like $KAS to be faster than $Sol, $Sui, or $XRP? 👀 ✅ One guy bought 12 phones ✅ He ran a real-world test ✅ Kaspa smoked the competition ⚡️ Watch the full test on YouTube: 📺 @CryptoOdie #Kaspa