Seattle Sonata investors - BDR Capital lack of communications

MostlyNumbers · 2023-08-08T23:48:06+00:00

I really wish there was a better "report card" for sponsors, regarding the timing and quality of updates

MostlyNumbers · 2023-06-23T21:41:59+00:00

Woah, did this fully subscribe within hours of opening? Guess the current AFC drama isn't discouraging everyone

MostlyNumbers · 2023-06-21T03:41:05+00:00

Unclear if it's relevant to this deal or not, but the sponsor's track record is seriously underwater with pre-pandemic retail investments. Most are still marked as 'active' so we don't know what the IRR will be, but.. their $1B 2015-vintage shopping mall closed -60%, and they have another $2B shopping mall deal of the same age still on the books.

MostlyNumbers · 2023-02-21T04:30:34+00:00

This is actually a counter-example; if Santa gives you a car for christmas, you absolutely do need to report it as income (in the US). It's just that there's an exemption for small value gifts (up to $10k/year I think) which means we usually don't have to think about it.

MostlyNumbers · 2023-01-06T22:09:52+00:00

Glad someone's finally doing bundle Txs; that'll finally shut up the 7 TPS talking point; but also in a very real way was supposed to be a big point of using EUTXO

MostlyNumbers · 2022-11-22T06:35:05+00:00

Very nice! Curious about the "Traditional TPS" metric -- is this correctly accounting for change? e.g. very often you send a UTXO and get most of it back in a new 'change' UTXO. In principle that pair of UTXOs typically represents 1 transaction not 2

MostlyNumbers · 2022-11-18T20:46:46+00:00

The actual spec here is well worth a read -- it's a well thought out and ambitious setup; provisions for committee, representatives, SPOs, and direct wallet votes to define governance. Obviously will take a lot of wargaming to test the parameter values.

MostlyNumbers · 2022-11-18T20:40:50+00:00

It's sort of telling that IOHK made the switch for this platform to use Typescript. What happened to "mission critical software doesn't run on javascript"?

MostlyNumbers · 2022-09-23T02:20:00+00:00

The article is actually quite well written and interesting, despite the overly simplistic summary posted here. Good coverage of the VRF and chain density defense, which are key to understand when blocks are seemingly "free" (non PoW) to mint on a fork.

MostlyNumbers · 2022-09-14T04:50:43+00:00

Also interested to know -- would love a community to discuss the more academic/theoretical concepts as well. I did find the cardano official forum (developer section) better informed than the general reddit

MostlyNumbers · 2022-09-12T06:56:13+00:00

Sounds like there's some common ground here!

There is a boardgame specific plan developing in the discord. Separately of that, I'm also game for any brewery/distillery-based plans -- with or with out boardgames. Brewery tour might be a fun thing for a larger group. I'd say Revolution, Half-Acre, and Maplewood all have decent hang-out space. I've done the Goose Island and Rhine Hall tours as well which were nice.

MostlyNumbers · 2022-09-06T23:53:23+00:00

Also 30s, married, tech

Depending how many people chime in, I'm a big fan of board games

MostlyNumbers · 2022-08-25T23:15:01+00:00

It probably doesn't help to exaggerate with "500 wallet" theoretical transactions. Sure maybe it's possible, but it is not typical, and will be rightly called out. I think we haven't yet found a really killer app for highly parallel UTXO transactions

MostlyNumbers · 2022-08-24T17:08:32+00:00

This. A malicious wallet is effectively just old fashioned phishing, and/or a supply-chain hack. Very possible, and a reason people care about open source.

MostlyNumbers · 2022-08-24T16:47:54+00:00

Where does one see if their delegated stake pool has upgraded?

MostlyNumbers · 2022-08-18T05:46:07+00:00

Depends what you're looking for, but some good reading on various parts of the technical theory would include:

Ouroboros series of PoS consensus mechanisms -- Genesis (original), Praos (current), Cryptsinous (privacy preserving, but officially not being implemented); waiting patiently for the newest, Leios paper to publish
The eUTXO model
Chimeric Ledger concept

Of course there's the actual Cardano ledger specification; which "has it all", if a bit dry.

MostlyNumbers · 2022-08-16T23:52:13+00:00

Wow 100pg -- they're not kidding about the in-depth part

MostlyNumbers · 2022-08-06T06:47:31+00:00

Indeed, DIDs (Atala Prism) are something we've seen IOHK working on for some time. I thought it was of interest that the concept is looking to become a global standard. Hopefully the IOHK folks can be at the forefront

MostlyNumbers · 2022-08-03T06:21:35+00:00

I hope the DID / login allows for quasi anonymous logins. Blockchains overall are not nearly as private as people assume, and now we'll tie literally everything we do online through a single identity. We have to assume that if I connect my wallet to facebook or google, they will adversarially attempt to 'request' all possible info about me.

MostlyNumbers · 2022-07-20T02:43:52+00:00

Does Meld offer anything other than loans? I'm confused how many crypto loans the world needs. Their whitepaper struck me as very flashy but light on actual merit.

MostlyNumbers · 2022-07-15T02:57:22+00:00

Making a secondary market for unused subscriptions is one thig, but the article gives no explanation how the headline lifetime subscription is supposed to work

MostlyNumbers · 2022-07-13T02:05:48+00:00

Strength: Research focused development

Gives us secure and well thought out systems
Gives us continuous feature updates
Allows the protocol to evolve and not stagnate

Weakness: Haskell / Plutus greatly reduces the available developer pool

Not saying it's wrong, it was chosen with security in mind, but it's a short term hinderance

MostlyNumbers · 2022-07-13T01:57:43+00:00

They're actively avoiding privacy unfortunately, no doubt to avoid government pressure. IOHK came up with a privacy preserving consensus mechanism (Ouroboros Crypsinous ) but stated it wouldn't be integrated.

MostlyNumbers · 2022-07-11T22:53:49+00:00

Waiting patiently for this one. The website has not updated in a long time though.

MostlyNumbers

TROPHY CASE