Data Wolf 🐺
@0xDataWolf
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ۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗWolf Down The (Crypto) Data :3. Was at @castle_labs. Data analyst. (Intrusive) thoughts dump. Morpho arc
Singapore
Joined March 2015
Part 2 because my dumb ass destroyed the thread and caused more bangers to be hidden away
This is a thread of tweets that have sentences so wild that not even infinite monkeys randomly typing on a typewriter can come up with This will be an ever growing thread.
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Curators won't die out but a specific skill from them may accrue value in other areas of the stack IMO.
I never said we don't need "curators", but I believe we should: 1. Reduce deposits % from curated vaults, and boost direct suppliers %. 2. Shift focus to “treasury” vaults from DAOs, rather than just managed funds (aka what the term curator implies). With a DAO-managed
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Great interview. At 0:20:56 - Whose margins will expand most? is basically a fat app or fat protocol qn.
.@satyanadella gave me and @dylan522p an exclusive tour of Fairwater 2, the most powerful AI datacenter in the world. We then chatted through Satya's vision for Microsoft in a world with AGI. 0:00:00 - Fairwater 2 0:04:15 - Business models for AGI 0:13:42 - Copilot 0:20:56 -
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Cool piece of research despite having little views After reading cbb0fe’s stuff, I learnt that crypto trading is quite mechanical (arbs) so looking at crypto via Factors is new and interesting stuff despite Factors being very common in TradFi
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Also in the comments, USDai is slightly upwards depeg, I would get out with this depeg. Markets also smell this as the utilization for this token is fairly low
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A response below was early selling of PTs that spikes YT. If this is the case then its alpha if you can sell fast enough for tokens with known loops else where? Would expect usdai to have this
YT kHYPE is now sitting at 14% on @pendle_fi with the market set to mature tomorrow || @kinetiq_xyz A lot of people have been talking about a possible hidden points season, and we personally held our YTs until maturity because we felt it was likely something like that would
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What features make something commodifiable is such a basic and good qn.
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> You gotta give the condom a follow. https://t.co/qg5zhNztUH
You gotta give the condom a follow. The man knows his stuff. One of the only guys I will always pay attention to when it comes to FA. If he's talking about it, it's worth paying attention to.
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In other words, if it goes right, fee raise is very bullish, not because of revenue, but because its a signal of strength
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The only other protocol that I know of, who is considering to "raise prices", is Pendle. It tells you how differentiated and great of a moat they have built
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Assuming that liquidity and volume doesn't collapse too much after fee switch, fee raises are the clearest sign of market dominance, power, and therefore moat. I (naively) believe that Uniswap has done their research, and honestly, if they are my competitor, I would be scared.
An uncomfortable truth that this industry needs to address is the level of wash-trading that occurs on some of these DEXs. Look at the top Uniswap pools on Ethereum for November. Do you believe GOLDEN-WETH is doing over $5b in legit trading volume with 14 unique traders, anon?
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Good description of the GPU depreciation psyops How to evaluate truth? IMO see market demand i.e how developers are choosing infra for their needs? Then figure out who is left with outdated infra etc? GPU rate of depreciation is not a wear and tear thing but probably due to
people act like the depreciation on GPUs is really difficult, so i made this simple guide. you're the gpu maker: we've gone from a 2 year replacement cycle to an 18 month one, pump the stock pls. you're a growth ceo talking to investors: those gpus last 12 years, lend us money
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how do eth morpho curators not go broke signing so many steps in vault creation and maintenance lmao
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A short tale on 3 sUSDe-DAI markets: How LTV plays a role in yields and liquidity So are there any markets that have all the same parameters but with a different LTV? How does their interest change? I found three sUSDe-DAI markets on ETH with the same parameters except that
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this post was evidence that the shit storm started way before nov 3rd lmao
Its really cool to see how the qty of the supply token for a pool acts as a limiter to borrows This is XUSD. Large suppliers has been steadily reducing. Every time some1 deposits 4-6 figs at a 70% APY, a 6 digit withdrawal will take place
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Optimised this morpho markets rates table from 400+ CPU seconds to 100 ish with a few tricks so plebians like me can enjoy some good rates without spending credits The trick is quite 臭 and funky. Basically data needed for all things rate-related are split among 3 tables but
Done making a table that shows assets, utilization, supply, borrows, available liquidty, borrow rate, supply rates, rate at target utilization for morpho etc finally smh many more tables to go 🥲
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