摘要
Karma
Omicron
NFT市场
StableCoin
Reverse ETL
其他
Karma
BadgerDAO,一个DeFi平台最近被hack,损失了130M。这个公司之前有在Nexus Mutual买保险。结果Nexus Mutual说,只保smart contract,不保它网站前端的bug。当时新闻出来,很多人觉得保险公司的恶心可以延续到web3.0,挺不可思议的。
Cloudflare用R2逼到AWS的S3降价,算是名利双收。所以最近又如法炮制,把枪口对准了Palo Alto Networks。这段Twitter的对话相当劲爆。
结果,BadgerDAO说这次hack是Cloudflare的问题。
In late September, users on a Cloudflare community support forum reported that unauthorized users were able to create accounts and were also able to create and view (Global) API keys (which cannot be deleted or deactivated) before email verification was completed (see Cloudflare Forum Post). It was noted that an attacker could then wait for the email to be verified, and for the account creation to be completed, and they would then have API access.
Upon reviewing Cloudflare logs after the exploit, Badger identified unauthorized account creation and API key generation for three Badger accounts; two in late August, one in early September.
In mid-September, Badger unknowingly completed the account creation for one of these three compromised accounts, which were used for legitimate Cloudflare management activities. The UI did not make it obvious that the account had already been created and an API key was accordingly generated.
安全公司自己的安全问题谁来解决。好比在问Who will watch over the Bolsheviks?
Omicron
最近投了两个疫苗相关的公司,觉得这里面的逻辑很清晰。
第一,Omicron传播性强,不管severity如何,政府的思路肯定是多打booster,防止医院系统瘫痪。
第二,由于Omicron的出现,必然要考虑疫情结束的时间有可能比原来预计的2022年要晚。所以2022年和2023年的预定量需要重新调整。
第三,Omicron来自于缺乏疫苗的国家。就算日本这样的国家已经接近0案例,Omicron一出现,又要封关。所以如果要生活正常化,实现全球免疫似乎是唯一的出路。
但是疫苗公司的股价却是上蹿下跳,让人很费解。
最后,如果Omicron在某个亚洲大国开始传播,导致工厂停产,是不是又会出现供应链问题和涨价,导致inflation不可控制?
NFT市场
Coinbase的NFT市场大概还需要1-2个季度。现有市场不断的在发生改变。
OpenSea招募了Lyft的CFO,似乎是要准备上市了。
Cross-chain是大的方向。
Rarible Plots Multi-Chain NFT Future With Ethereum, Flow, Tezos and More
FTX US currently supports Ethereum and the rising Solana NFT ecosystem, while OpenSea supports Ethereum, Klaytn (popular in South Korea), and layer-2 Ethereum scaling solution Polygon.
OpenSea, for its part, announced plans earlier this year to support both Flow and Tezos, but neither integration has come to fruition yet.
还有降低成本。
Nifty Gateway is proposing a new kind of solution. Come January, the marketplace will leverage its existing custodial system to facilitate wallet-to-wallet trades that it says will require significantly less gas than a comparable peer-to-peer trade elsewhere.
同时也要有DEX。
In a Dec. 7 tweet thread, Sudoswap developer “0xmons” announced the team is hoping to deploy its AMM to testnet before the end of the year, noting plans for a cross-chain deployment in the future.
最后,NFT的交易内容已经发生了改变。
对Coinbase又有了一些新的想法。Web 3里面主要打造的是fat protocol。
Protocol不同于Product。现有的dApp在UI和易用性上都会比较欠缺。而对于很多的用户来说,他们需要的是便利的使用这些protocol。这就是Coinbase的机会,比如Staking和Lending现在都可以很容易的实现。
Coinbase Global Inc. launched its first yield product that allows users outside the U.S. to earn interest from their holdings in a stablecoin through a third-party decentralized finance platform.
Coinbase Cloud announced Thursday that is has $30 billion worth of crypto assets staked on its platform as of November 2021.
利用多服务来获取更多的用户,多服务又会增加ARPU,可以摆脱目前依赖trading的情况。但是按照这个发展思路,用户价值又会被聚集在Coinbase这样的公司手上,而未必是protocol获益。所以web3.0改为open确实比decentralized更合适一些。
StableCoin
日本明确StableCoin在管制范围内
Japan’s Financial Services Agency said on Monday that it seeks to limit the issuance of stablecoins to banks and wire transfer companies in 2022, according to a report by Nikkei Asia.
美国的听证会也觉得StableCoin是最需要管的。Circle和Paxos都参与了会议。
USDC也开始获得更多的市场份额
USDT and USDC were responsible for most of the supply growth, with USDC growing by $7.8B and USDT by $6B. Stablecoin supply growth, especially for centralized collateralized stablecoins like USDT and USDC, is a positive sign indicating money is entering the markets.
所以,Tether接下来被排除是大概率的事,而USDC会成为最大的获益方?
Silver Gate曾经计划要和Facebook一起推动稳定币,不过Novi用的是USDP。而原来的负责人都离职了,不清楚Silver Gate的这个计划是否有效。同时Circle是Silver Gate的客户,和自己的客户抢生意,也说明USDC好像在价值链里面作用不大。
看来Curve和Convex以后还是会活的很滋润。
Reverse ETL
传统的data warehouse是ETL,现在流行的做法是Reverse ETL。先把数据存在一个中心点,然后在分发给需要数据的地方。Snowflake的结构优势就是体现在这儿。Twilio的Segment也是在做这件事情。
这件事最大的挑战对象是原来的system of records,比Salesforce。如果客户的数据可以很容易的从data warehouse获得,那就没有必要打造统一的CRM平台,而是可以根据需要使用体验更好的SaaS应用。分久必合,合久必分。
Reverse ETL的创业公司还不少
其他
今年的Nasdaq
地球数据即将井喷
AI的软件问题已经解决,下面硬件会走向ASIC,软件趋向于大众化?
备注,我持有的股票包括PFE,MRNA,SPOT,GOOG,PTON,COIN,ABNB,MQ,PL,BRPM和FB。