pibbles
@0xpibs
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data at @entropyadvisors, prev. vc research analyst
Joined June 2022
Just finished the first iteration of @eulerfinance's dashboard - out of all the teams I've worked with so far, Euler's team, protocol and their contracts have been the most impressive.
dune.com
Dune is the all-in-one crypto data platform — query with SQL, stream data via APIs & DataShare, and publish interactive dashboards across 100+ blockchains.
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RT @Solofunk_: The rollup wars have entered their next chapter. My thoughts on @optimism vs @arbitrum: . I’ve been an Optimism bull for yea….
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If you look at the chain composition of PYUSD over the past 12 months, you can see why @PayPal has chosen to expand on EVM to @arbitrum. Supply on Solana has dropped 75% from the highs whilst supply on Ethereum stayed flat at ~$350m in the same timeframe. Great example
Looks like @PayPal is bringing PYUSD to @arbitrum!. Just in time with round the corner DRIP 👀. Arbitrum everywhere.
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REV maxis love to call @arbitrum just a "HL bridge" but overlook the fact that the bridge accounts for almost 10% of USDC's supply - generating over $100m in annualised revenue for Circle on Arbitrum's "HL bridge". Say what you want about chain REV, or lack thereof, but if.
Arbitrum One is on track for a Chain GDP of $516 million in 2025. Bluechip DeFi like @Uniswap, @GMX_IO, and @aave make up 40.5% of application revenue. @circle leads the way due to @HyperliquidX and the @USDC it sources from @arbitrum 🧵
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Why can't prediction markets allow users to use/loop their existing positions on other markets?. The leverage in this case is effectively how parlays work, no?.
Whoever cracks prediction markets with leverage, and finds a way to embed it into a Twitter-like social feed, will likely create a generational businesses. One of the biggest opportunities in SocialFi.
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RT @EntropyAdvisors: Want to dive deeper into Euler on Arbitrum?. Check out the full dashboard attached below 👇
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Today marks my first day as a data analyst at @EntropyAdvisors!. After hours listening to pitches and drafting investment theses as a VC analyst, I've decided to follow what I truly enjoy: working with data and contributing to the crypto space. Huge shoutout to @tomwanhh,
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Stupid question: why don't we have (more) oracle-based AMMs?. Oracles already support billions through lending, perp DEXs and now even EulerSwap. Pros:.- Reduces LVR, less stale prices.- Reduces sandwich / MEV attacks.- Better for passive LPs, meaning deeper onchain liquidity.-.
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We're entering the golden age of crypto data. We've already seen the positive effects of curators within lending: transparency around risk parameters have allowed lenders to actually understand what they're investing in. The same will happen for service providers - curating.
data is a funny thing in crypto. you’d think that since most of it’s public, it would be easy to get an accurate read on what’s going on. but the raw data is messy. many data providers try to fix it, but there’s no clear winner—just fragmenting the data more. also, many charts.
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What's great about DRIP is that it also rewards innovation and new protocols - ones I'm particularly excited about are:. - @GammaSwapLabs: perp options with IL hedge.- @eulerfinance: potentially deploying on Arb?.- @gu_trade: launchpad built by @CamelotDEX team with a token.
The DeFi Renaissance Incentive Program (DRIP) hits quorum. 80M ARB is ready to flow into DeFi on @arbitrum once it's passed.
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RT @MattFiebach: This is 100% wrong and a common misconception about how rollups work. Assuming there is at least one honest validator fo….
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Noticed something cool playing with @FarsideUK data today: ETH ETFs have now tied the previous record of 19 consecutive days without outflows (prev. streak was between 22nd Nov 2024 to 18th Dec 2024 inclusive). Today also marks the first time in 2025 that ETH ETF inflows.
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And just like that, $2bn TVL. Huge congrats to the @eulerfinance chads!. Could deploying on @arbitrum could take us to $3bn?
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I learned to trade here
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Just 10% away from $2bn - and that’s without an Arbitrum deployment. If only there was an incentive program on @arbitrum to onboard @eulerfinance to get us there… . Could you cook something up @EntropyAdvisors? 👀.
@Jondar_eth 4/ @eulerfinance is integrating @Uniswap v4 on top of its lending vaults to build EulerSwap, where LP capital earns yield, enables swaps, and serves as collateral. In the meantime, Euler hit an ATH: $1.85B TVL. The “super DeFi app” is no longer a vision—it’s a playbook.
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If you look hard enough, there's actually a lot of alpha in DAOs. Take @arbitrum for instance, they've come a long way in the last year thanks to @EntropyAdvisors. Their DRIP incentive program just passed, allocating up to 80M ARB (~$32M) to high-impact DeFi assets and
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Ethena x Aave 🤝. Enjoyooors call this a flywheel, Morpho calls this systemic risk
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