Cheeezzyyyy
@0xCheeezzyyyy
Followers
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Following
57K
Media
2K
Statuses
21K
part-time yapper; janitor @mementoresearch; prev @pendle_fi SWE
Singapore
Joined October 2021
On Funding the Future with The Untapped Perp Derivatives Frontier: We can all recognise that the perpetual futures landscape has evolved dramatically over the last two years. The shift is structural → not just in scale, but in distribution, sophistication & market behaviour.
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DeFi yield has evolved! 2020 was about degen farming. 2025 is about risk-priced, institutional-grade income. These 8 protocols are rewriting the entire playbook.🧵 --------------------------------- 1. @solsticefi: Delta-Neutral Stablecoin Yield on Solana Solstice is building
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Prediction markets operate at the intersection of information economics, incentives, and market design. PMs behave like social networks with a PnL layer. The more people talk about an event, the more liquidity flows in, and the more defensible the platform becomes. Discussing
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Found a real nice comparison between @katana and current issues from @eli5_defi. Unlike risky vault models exposed to depegs or exploits, Vaultbridge takes a different path. Katana runs a permissionless L2 with curated vaults and opinionated rewards. It controls these aspects:
Some people think DeFi Vault is the riskiest option right now because of the recent issues with Stream and Elixir. But the situation is different with @katana Vaultbridge. It is not exposed to xUSD depegging or the Balancer exploit. It remains secure, fully operational,
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20 TIMELESS LESSONS FOR CRYPTO BEGINNERS: 1. Don't fall in love with a token. 2. HODL with conviction, but always have an exit plan. 3. Timing often matters more than talent in crypto. 4. If you feel FOMO, you're already late to the trade. 5. The next 100x won't look like
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Capital always flows to yield. TradFi proved it for 100+ years. Now, crypto is set to replicate it at internet speed. Today, we publish the Yield Bearing Assets & Stablecoins Report 2025. Only 8–11% of crypto yields vs 55–65% in TradFi. A structural breakout is underway 🧵
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While most projects are busy spreading their assets across every possible network and protocol, @Lombard_Finance is taking a different route, building an entire playground around $LBTC itself. and tbh that’s what makes their approach stand out. They’re preparing deeply and
Thanks to @0xCheeezzyyyy, my understanding of @Lombard_Finance has deepened. Lombard places LBTC at its core but has found a simpler way to integrate with the Bitcoin Capital Market by adopting existing Bitcoin assets. Acquiring BTC.b is just the beginning. Next steps include:
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➟ Before @Infinit_Labs: - Hard to understand interest swaps - Manual execution across chains - High risk of mismanaging positions - Alpha gated by experts ➟ With @Infinit_Labs: - Strategies explained in plain English - 1-click automation - Agents auto-manage & adjust -
➟ IMO, Pendle's biggest problem is: The most profitable strategies require advanced knowledge and constant management. But that's exactly where @Infinit_Labs AI Agents shine: - Automate optimal PT/LP positioning - Route across protocols for best yields - Maintain
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Pretty based how @redstone_defi as an oracle infra,continues to prove one of the most adaptive + execution-driven. Protocols within easily commodised domains like oracle services require decisive go-to-market strategy that consistently identifies + fills market gaps, and this is
Oracles are uniquely better on Arbitrum. The latest implementation by @redstone_defi is resulting in 34% cheaper computational overhead and 50% cheaper per-feed computation! Building on Arbitrum is a no-brainer. Arbitrum Everywhere. https://t.co/l5gytUwWua
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On Distribution as the Core DeFAI Bottleneck: If there’s one universal challenge for DeFAI (and frankly, any AI-driven product), it’s distribution. This is pretty normal considering the nascency of the landscape. Every paradigm shift faces a cold-start problem: no liquidity,
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It’s officially RWA season on @Mantle_Official kicking off with one of the most accredited tokenised money market funds ( $QCDT by @DMZ_Finance) now made live on Mantle Network. This integration with $QCDT is both strategic + significant, considering: 🔸 1st DFSA-approved
Mantle is accelerating institutional onchain adoption. @DMZ_Finance’s $QCDT, the world’s first DFSA-approved tokenized money market fund, is now live on Mantle. Real yield, real compliance, real adoption.
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Hi there, My knowledge page is now updated, the main point of this page is to share knowledge from CT in order to improve your DeFi journey, "see it as a composability page on DeFi knowledge" I wont add all tools and all content that exist, the goal is to make a mix between
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Chainlink and @Lombard_Finance are bringing verifiable, multichain Bitcoin reserves onchain building the foundation for institutional-grade BTCFi The positive impacts: + Enhancing transparency and reducing LBTC liquidation risk + Enabling secure cross-chain expansion with
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$ORE is another gem that pumped out of nowhere, a 4200%+ run from $17 on Oct 17 to $604 on Nov 10. I haven’t dived into the protocol or verified anything yet, but based on some posts, it looks like @OREsupply is generating strong daily revenue ($1M), with most of it going toward
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Everyone has a power within that can move mountains. Your life’s mission is to discover it. Never stop searching. In your comfort zone, your potential dies. Bro, you’re living a unique life in this moment and you’re not even trying to discover who you really are?
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On Distribution as the Core DeFAI Bottleneck: If there’s one universal challenge for DeFAI (and frankly, any AI-driven product), it’s distribution. This is pretty normal considering the nascency of the landscape. Every paradigm shift faces a cold-start problem: no liquidity,
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