Alphaverse DeFi Fund
@AlphaverseDeFi
Followers
1K
Following
18K
Media
77
Statuses
2K
100% on-chain, actively managed, liquid DeFi Fund • focused on fundamentals • managed by @alphaversecap
Joined March 2022
@cryptohuntz @AlphaverseDeFi Smart moves by @AlphaverseDeFi—while others waited for signals, today's 40% $FLUID surge proves their early bet right. New floor at $7.63 or just a step? Rising volume hints institutions are waking up to Fluid's unified liquidity vision.
1
1
5
@litocoen many liquid funds preferred waiting and buying into strength meanwhile, at @AlphaverseDeFi, we were accumulating and adding to our $fluid position between $3-5 🫡
2
1
9
Blockworks researching Ethereum vs Solana tokens
Tom Lee thinks owning 5% of total ETH supply is really important. Eth ct claims it doesn't matter at all Who you got?
21
36
491
Let’s not forget before sbf got busted stealing everyone’s money he was trying to get a bunch of laws killing defi passed too Fuck him and if you’re dick riding fuck you too
82
172
2K
The importance of full-stack openness and verifiability (including applications, operating systems, hardware, and bio) https://t.co/FRb3V4TK6U
vitalik.eth.limo
473
514
2K
“many liquid funds preferred waiting and buying into strength” meanwhile, at @AlphaverseDeFi, we were accumulating and adding to our $fluid position between $3-5 🫡
legit think this is day 1 for Fluid spoke to so many liquid funds who had their eyes on FLUID but told me they preferred waiting and buying into strength which is now liquidity was always the big problem but with nance and bybit futures listings + upbit spot those days are
3
4
9
$CRV is now available to trade on Robinhood and Robinhood Legend.
114
190
986
it is pretty clear what the dominant blockchain is for stablecoins ethereum $167bn total mkt cap +12.33% 30 day growth 58.72% mkt share (+5.45% 30 day growth) the ticker is $eth
22
21
183
head of research…. yet doesnt know that bmnr already owns 10x the amt of eth that the ef does 2.15m eth vs 225k eth sbet also already owns 3.75x the amt of eth
This is the correct framing but it is not always bullish, especially in Ethereum land. For example, BMNR will soon own more ETH than the EF. When conflict arises, who will be calling the shots, Tom Lee or Wang? The former cares about ETH price & has a fiduciary responsibility
24
17
295
to put these numbers in perspective: ethereum has added ~$18.5bn of stablecoin market cap in the last 30 days this is 1.6x the total amt of stables on solana
it is pretty clear what the dominant blockchain is for stablecoins ethereum $167bn total mkt cap +12.33% 30 day growth 58.72% mkt share (+5.45% 30 day growth) the ticker is $eth
11
6
60
this is the definition of conviction the ticker is $eth
An #Ethereum ICO participant has staked 150,000 $ETH worth $656M on #ETH2 after being dormant for 8 years. The participant received 300,000 $ETH for $93,300 at the time of the ICO. Addresses: Stake: 0x317BcFCC8d645e365A796eb505b57c060aC2132B ICO:
7
3
12
just use ethereum
Many new L1s getting built by companies for product-specific reasons. Others have better views on commercial viability, but on the regulatory side, I’ll say these are unnecessary / unhelpful. Some may claim a need or benefit for permissioned validator sets or built-in
1
4
11
Joint statement from @SECPaulSAtkins and @CFTC Acting Chairman Caroline Pham (@CFTCpham): The work of the SEC and the CFTC has never been more intertwined—and the wave of innovation before us never more dependent on the depth of our cooperation. Thread 🧵⬇️
77
105
431
0% of the new corporate alt-l1s are credibly neutral they never will be
> Google guys say Stripe chain isn’t neutral, but trust us we’ll be neutral > Stripe guys say no we’re credibly neutral lol
4
7
18
Cheap stablecoin transactions continue to be one of the most important sources of large-scale value that crypto provides today. Excited to see @codex_pbc joining the arena as an L2 and thinking explicitly about synergy between itself and ethereum L1 from day one.
471
382
2K
joining / leaving 932k / 783k $eth shun the nonbelievers shunnnnnnn
4
3
8
so many people love to pair trade in this space long $aero long $ena both are two of the best defi protocols in the space
Long $AERO, Short $ENA 🧵 Crypto = liquid VC. The whole point is asymmetric r/r: getting exposure to projects early, when the vision is huge but the FDV is still reasonable. Above $10B, tokens will start trading more like mature equities, without the earnings to back it. 👇
3
3
23
💸stablecoin szn is in full force💸 the top 8 stablecoin issuers' market caps are all up in the last 30 days, with @ethena_labs leading the way - up 33.6% and crossing $12.5bn for the first time total stablecoin market cap is at $275bn as of 9/3 while still growing mkt cap,
10
4
16