Bitcoin

Ethereum

Solana

Toncoin

<h2 id="header-0">Updates from a VC Giant on Scaling the Market</h2><p><strong>Pantera Capital </strong>shares the newest updates from their blockchain investment landscape endeavours:</p><ul><li>Investment in TON (Telegram Open Network) - a Layer-1 network originally designed by Telegram and continued by the open-source community. The VC emphasizes its potential to introduce crypto to a vast user base due to Telegram&#39;s massive distribution, scalability, easy onboarding, crypto mini apps integration, new ways to earn, and native stablecoin payment potential.</li><li>Launch of Pantera Fund V, focusing on various investment strategies across the blockchain asset spectrum allowed by Pantera&#39;s family of funds structure. &#34;Fund V will continue to invest in venture, investing in private companies that are using blockchain to do something better, faster, and cheaper.&#34;</li><li>BlackRock&#39;s foray into the digital asset space with the launch of the BUIDL fund, representing a significant step towards integrating traditional finance (TradFi) with decentralized finance (DeFi).</li><li>Bitcoin programmability and the potential for broader adoption of blockchain technology in the real world, highlighting the transformative impact it could have on various industries and sectors due to new yield, borrowing and spending opportunities, all focused on Bitcoin.</li></ul><p><img src="https://gaia.hiro.so/hub/1DKpGsyq1CDtZTCes3SWe3Qo9f49Go6odm/photos/Ye5z0aRABVxuiI2j4sJsN/ZDwjkj6yrPR6tcMUfBNuk-TON%20vs%20Ethereum%20vs%20Solana%20by%20Pantera%20Capital_Shared%20by%20The%20VC%20Whisperer.png" /></p><h3 id="image-ton-vs-ethereum-vs-solana-source-a-href-https-panteracapital-com-blockchain-letter-ton-our-largest-investment-ever-rel-noopener-noreferrer-nofollow-pantera-capital-a">Image: TON vs Ethereum vs Solana. Source: <a href="https://panteracapital.com/blockchain-letter/ton-our-largest-investment-ever/" rel="noopener noreferrer nofollow">Pantera Capital</a>.</h3><h2 id="header-1">Evolution of Decentralized Finance: Unlocking Bitcoin&#39;s Potential</h2><p><strong>Multicoin Capital</strong> announces an investment in Arch, a Bitcoin-native application platform facilitating decentralized finance (DeFi) without needing bridges. The VC highlights the historical context of Bitcoin&#39;s evolution, emphasizing its initial focus on becoming non-sovereign money rather than incorporating smart contract functionality. The Taproot upgrade and Ordinal Theory expanded Bitcoin&#39;s capabilities, enabling complex script functionalities and the creation of fully on-chain NFTs.</p><p>The current state of Bitcoin development depends on various teams exploring scalability and programmability. Arch distinguishes itself by prioritizing native Bitcoin integration and self-custody, aiming to meet users&#39; security preferences. Its architecture includes the ArchVM and decentralized verifier network, enabling smart contract-like functionality on Bitcoin&#39;s Layer-1. Projects like Liquidium are already migrating to Arch, signaling a growing interest in Bitcoin-native DeFi solutions. Overall, Arch represents a significant step in unlocking DeFi on Bitcoin, aligning with the community&#39;s vision while maintaining the blockchain&#39;s integrity and security.</p><p>Read the full article by Multicoin Capital <a href="https://multicoin.capital/2024/05/09/the-dawn-of-bitcoin-programmability/" rel="noopener noreferrer nofollow">here</a>.</p><h2 id="header-2">Ethereum&#39;s Scaling Challenges</h2><p>In the exploration of Ethereum&#39;s scaling challenges, <strong>Paradigm</strong> discovers history growth as a significant bottleneck, surpassing state growth in complexity. With the accumulation of block and transaction data over Ethereum&#39;s lifespan, history growth strains network IO and storage space, impacting nodes&#39; ability to maintain consensus. The introduction of blobs in the Dencun upgrade reshapes history growth dynamics, mitigating its impact on storage while raising questions about future trends. Analyses of history growth rates and contributors reveal distinct usage epochs, from early contracts to the rise of DeFi and rollups.</p><p>EIP-4444 emerges as a pivotal solution, proposing to limit each node&#39;s history storage to one year, thus easing long-term scalability concerns. Additional proposals, such as EIP-7623 and EIP-4488, offer short-term relief by curbing excessive call data and imposing limits on block inclusion. Addressing history growth is vital for Ethereum&#39;s sustainability, emphasizing the need for collaborative solutions like torrent networks or cloud hosts to preserve historical data. As the community navigates Ethereum&#39;s scaling landscape, prioritizing EIP-4444 implementation and fostering innovative preservation methods are crucial steps towards a scalable and resilient network.</p><p><img src="https://gaia.hiro.so/hub/1DKpGsyq1CDtZTCes3SWe3Qo9f49Go6odm/photos/Ye5z0aRABVxuiI2j4sJsN/HJMdHx7oUUNsZQt2Cn_4S-Ethereum%20Scaling%20Bottlenecks%20by%20Paradigm_The%20VC%20Whisperer.png" /></p><h3 id="image-ethereum-scaling-bottlenecks-source-a-href-https-www-paradigm-xyz-2024-05-how-to-raise-the-gas-limit-2-rel-noopener-noreferrer-nofollow-paradigm-a">Image: Ethereum Scaling Bottlenecks. Source: <a href="https://www.paradigm.xyz/2024/05/how-to-raise-the-gas-limit-2" rel="noopener noreferrer nofollow">Paradigm</a>.</h3><h2 id="header-3">Milestones and Launches: Crypto is Moving Forward</h2><p><strong>Maven 11 </strong>releases April&#39;s Insights, with Bitcoin&#39;s third halving event taking center stage, heralding a pivotal moment for the cryptocurrency&#39;s mining landscape and blockchain innovation. Other events the VC took note of were:</p><ul><li>The launch of Runes introduced an experimental Bitcoin token standard, enabling users to mint fungible tokens atop the Bitcoin blockchain.</li><li>Scrutiny from regulators intensified, with the SEC issuing Wells notices to Consensys and Uniswap, alleging unregistered securities offerings.</li><li>Telegram now allows users to purchase advertisements using TON, distributing 50% of ad revenue to public channel owners.</li></ul><p>Portfolio updates:</p><ul><li>Stripe&#39;s announcement to facilitate USDC payments across Ethereum, Solana, and Polygon networks underscores a broader embrace of cryptocurrency in mainstream finance.</li><li>Renzo and Saga celebrated their mainnet launches, marking significant milestones in their development journeys.</li><li>Lagrange launched as the first ZK-AVS on EigenLayer mainnet, introducing a &#39;shared security&#39; model.</li><li>Movement Labs successfully closed the funding round of $38 million to bolster Ethereum&#39;s ecosystem with MoveVM technology.</li></ul><p>Read the full article by Maven11 <a href="https://www.maven11.com/top-posts/mavens-insights-april-2024" rel="noopener noreferrer nofollow">here</a>.</p><h2 id="header-4">Empowering Users via Decentralized Social Networks</h2><p><strong>Outlier Ventures</strong> explores the evolving landscape of decentralized social networks, focusing on platforms like Farcaster and Lens Protocol that are gaining traction by offering users greater control over their data and fostering a more open and permissionless environment. The challenges faced by traditional social media platforms emphasize the potential of Web3 protocols to provide solutions such as portable user identities and uncensorable communication. Key features of these networks include token-gated areas, tipping, subscriptions, and platform incentives, all aimed at empowering content creators and users alike.</p><p>Despite scalability and onboarding challenges, there is notable progress in user experience, with platforms like Farcaster boasting significant daily active users and signups. The permissionless nature of these protocols fosters experiments, ranging from social network aggregators to short video platforms emerging. &#34;In the same way that cryptocurrency brought permissionless transactions to anyone, anywhere in the world, DeSo (Decentralized Social) brings permissionless communication and uncensorable broadcast functionality.&#34;</p><p><img src="https://gaia.hiro.so/hub/1DKpGsyq1CDtZTCes3SWe3Qo9f49Go6odm/photos/Ye5z0aRABVxuiI2j4sJsN/jby93wl68oM9HVZ3RqNkZ-Apps%20built%20on%20Lens%20Protocol%20by%20Outlier%20Ventures_Shared%20by%20The%20VC%20Whisperer.png" /></p><h3 id="image-apps-built-on-lens-protocol-source-a-href-https-outlierventures-io-article-the-rise-of-decentralised-social-networks-why-web3-founders-are-paying-attention-to-the-new-wave-of-decentralised-social-networks-rel-noopener-noreferrer-nofollow-outlier-ventures-a">Image: Apps Built on Lens Protocol. Source: <a href="https://outlierventures.io/article/the-rise-of-decentralised-social-networks-why-web3-founders-are-paying-attention-to-the-new-wave-of-decentralised-social-networks/" rel="noopener noreferrer nofollow">Outlier Ventures</a>.</h3><h2 id="header-5"><strong>About The VC Whisperer</strong></h2><p>The VC Whisperer is an essential news medium and research platform for anyone looking to stay up-to-date on the latest crypto-affiliated developments in the Blockchain and TradFi VC worlds. The unique features and user-friendly UI make The VC Whisperer a crucial tool for investors, projects, and Venture Capital striving to stay ahead of the curve in an increasingly complex and rapidly evolving market. 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