User Experience (UX)
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X @BREAD | ∑:
BREAD | ∑:· 2025-10-25 23:52
User Experience & Performance - Users prioritize the capacity and latency improvements that chains can achieve, leading to better apps and UX [1] - Chains settling to Ethereum can offer performance identical to any L1 but with reduced overhead (consensus) [1] Security & Trust - While chains aim for security parity or improvement over time, this is not the primary concern for users [2] - Existing L2s have a permissioned multisig that can override the bridge contract without notice [2] - Escape hatch is a property of the bridge, not the L2 itself [2] Technical Feasibility - There is no engineering blocker to build a bridge on Solana [2]
X @BREAD | ∑:
BREAD | ∑:· 2025-09-03 20:23
This options v perps debate reminders me of the NFT loan battle between SharkyFi and Citrus on Solana.SharkyFi largely won that battle because they took an expressive vehicle (loans) and made it dead-simple by fixing all loan parameters."Do you want to lend/borrow at these rates? Yes? Done."You literally just came to the platform and clicked a button.Other platforms, like Citrus, competed by offering completely configurable parameters:→ LTV→ Duration→ InterestAll whatever you wanted to set.Objectively "bett ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-30 20:11
Market Trend - The market has enough maximally decentralized chains, indicating that this vertical is largely won [1] - Chain and asset abstraction will drive distribution vehicles (apps, wallets, etc) towards performant environments as the market expands [1] Profitability & Valuation - Increased profits for apps are crucial [1] - Asset valuation in the ecosystem will be dictated by moneyness elements, trending towards stablecoin denominations and profit-generating applications [2] User Experience (UX) - Objectively better UX is a key factor [2] - Convenience, specifically dollar denominations, is important [2]