
Abhinav
@0xabhinavpat
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Investment Partner @woodstockfund, incoming at @harvardhbs
Dubai, UAE
Joined July 2020
I am reviewing my 2024 predictions and making some new ones along the way. 1. BTC traded close to $108k and is now back at $102k. ETH is not even close to $10k. <Grade D>. Predicting $200k BTC and $15k by the end of 2025.
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Great thread and outlines what @MoonwellDeFi and @Mamo_agent products stand for π€.
I learned a decade ago to focus on customers, not competitors, as a principal engineer at @awscloud. Amazon built one of the best companies in the world, an e-commerce and cloud juggernaut that delights customers every day with the everything store and almost free 2-day shipping.
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Vampire attack on @MorphoLabs and @MoonwellDeFi? Even with the incentives, half the yields are lower on Aave.
New incentives are live on @base π¦. Borrow @USDC or @GHO, or migrate your assets to Aave to start earning. More details below β
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RT @Bitwise_Europe: ππ§ π π°π¨π«π₯π π°π‘ππ«π ππ ππ§ππ¬ ππ«ππ§π¬πππ, @NEARProtocol π¬ππππ₯ππ¬. Billions of AI agents are expected to soon manage capital,β¦.
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RT @dexalot: A few weeks ago, we shared our roadmap. Now itβs time to dig into the details. Hereβs a closer look at whatβs ahead for Dexalβ¦.
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RT @gane5h: π£π£ Excited to announce @Covalent_HQ's Data Co-Processor - streaming structured data in under a second - so agents and trading aβ¦.
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Tried out @Mamo_agent this week. Very easy to use and good UI. The telegram connector still takes some time but it resolves after a bit. Hats off to @LukeYoungblood and the team. First agent where I am not paranoid about security. gmamoπ«‘.
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Genuinely curious - what happened to the projects doing governance discussions about distributing protocol fees to stakers or buying back/burning the supply equivalent to the fees?. Only some seem to be doing it openly - HYPE, JUP, etc. Where are ETH giants? @Uniswap @LidoFinance.
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RT @Optimism: In todayβs DeFi landscape, apps feel fragmented:. Forks on forks. Liquidity split. No shared logic. No shared rewards. Moonwβ¦.
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RT @econoar: 1/ π¨ Joe Lubin just pulled a MicroStrategy for ETH. Via a $425M PIPE into tiny SharpLink Gaming ($SBET) heβs launching the firβ¦.
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RT @LukeYoungblood: Most financial tools feel overwhelming. They're designed for people who already speak the language of finance. @Mamo_agβ¦.
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Strongly agree here.
Infra funding isnβt dead, but the bar is now higher. At @SolanaCrossroad, Partner @b_potts23 argues that new infra needs to genuinely make buildersβ lives easier or unlock new use cases, or else it's not getting backed.
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Circle makes a lot of money for Coinbase ($908M in '24). 2 major things to note: if Coinbase doesn't buy it, what happens to the deal? If Coinbase does buy Circle, it is getting the remaining rev ($768M) at 7x rev multiple but needs to spend at least $500M in operations/yr.
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