Joaquim M. Cavalheiro
@JMSCavalheiro
Followers
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Following
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Σ Managing Partner @Sumcap | Ψ Gambling @MidClassCapital & @yieldsandmore
Lisbon
Joined November 2018
Solvers can now route through the Eulerswap hook with Tycho, without spending weeks on integration. Just add 'uniswap_v4_hooks' with euler_hook_filter to your Tycho client config and route through Eulerswap. 🌊
DEXs evolve faster than solvers can keep up, and often rely on contracts that can change. Oracles, rebasing tokens, Uniswap v4 hooks, external-liquidity pools - all are hard to integrate for this reason. Tycho’s new Dynamic Contract Indexing (DCI) makes it a breeze 🌟
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This 48h withdraw period is now 24h. Markets are stable and ready for the first era of USD₮-powered DeFi. Trillions.
DeFi ecosystems are complex and interwoven. With Plasma’s mainnet beta days away, our onchain markets face their first stress test: a significant liquidity injection in a short duration of time. Our immediate priority is to onboard liquidity smoothly to support the long-term
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who's tron?
First they ignore you, then they farm on you, then they fight you, then you win. Welcome to Plasma your Excellency.
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T-minus 3 days. Mon Sep 29 at 12:00 UTC we go-live with our Pre-Launch Machines. Almost there.
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trillions 🕊️
Out of 3,021 $XPL pre-sale buyers, 1,950 (>64%) have already moved a whopping 645.3M $XPL - that's >65% of the total 987.3M $XPL distributed. Seeing as the current $XPL price is ~$1.06, that would mean the pre-sale participants 20X-ed their investment of $0.05 per $XPL.
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The Plasma Thesis (Trillions) A shortened version, TL;DR: • The closest exposure you can get to Tether: "USDT chain" • Paolo has only invested in 1 company, Plasma, and twice at that • From a fundamental perspective, most products in Crypto are not actually used (especially
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My quant just ran the numbers: he estimates that the effective float at Plasma's TGE will be 7.73%, instead of ~18% as initially anticipated. At 80c per pristine XPL, that's the ridiculously cheap market cap of $618M. Vibe coded HL Asteroid is at 3.7B MC. Hello???
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[ ZOOMER ] TETHER'S NEW VALUATION PLACES CANTOR FITZGERALD'S 5% STAKE AT $25B, RESULTING IN A ~42X GAIN IN UNDER A YEAR FOR THE COMMERCE SECRETARIES OLD FIRM
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some cool txs happening on @PlasmaFDN Notable ones - 50m $XPL from Plasma to BSC, - 300m $USDT from Ethereum to Plasma, - 3.2k $ETH from Ethereum to Plasma https://t.co/xdejIHhjRi
plasmascan.to
Plasma Explorer allows you to explore and search for transactions, addresses, tokens, prices and other activities taking place on Plasma
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Super excited to share our latest work on Plasma w/ @exagroupxyz A deep dive into its architecture, including native USDT gas payments, unified BTC liquidity via pBTC, and zero-fee on-chain flows for use cases like payroll and remittances. TAM? Still measured in trillions 🫡
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DeFi ecosystems are complex and interwoven. With Plasma’s mainnet beta days away, our onchain markets face their first stress test: a significant liquidity injection in a short duration of time. Our immediate priority is to onboard liquidity smoothly to support the long-term
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As it currently stands @PlasmaFDN has more TVL than Monad, MegaETH, Arc, and Tempo combined. Not many moving like this. $112 (billion)
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USDH Wars: How $HYPE Could Add $100M in Annual Buybacks Stablecoin positioning on @HyperLiquidX is a key driver of protocol revenue and tokenholder value. With billions in supply flowing through perps every day, the settlement asset of choice directly impacts liquidity and fee
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Morpho now powers USDC lending on @coinbase. Millions of users can earn more on USDC with sustainable yield backed by global borrowing demand — all within the Coinbase App. Curated by @SteakhouseFi. Powered by Morpho.
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Last pre-deposit campaign before @PlasmaFDN mainnet flew. Proud depositor out of 152 holders. Trillions 🫡
The @PlasmaFDN syrupUSDT Vault has been fully subscribed in under one minute. A total of $200M USDT TVL will now be earning syrupUSDT interest, Drips rewards and XPL rewards (Post TGE). Trillions.
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