monetsupply.eth
@MonetSupply
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work @BlockAnalitica . Ðao appreciator. $SOCKS keep feet warm. pfp by @badkidsart . not financial advice.
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ftm liquidation cascades and foundation acting like clowns
avax gamefi pivot blowing up
solana so busted websites not even loading
seems like the alt L1 trade is truly unraveling :/
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If anyone’s serious about keeping $TIME intact (not distributing to holders) consider a governor DAO on
@voteWithTally
!
Full on chain control of treasury = better security, less risk of mismanagement from core contributors
We're happy to announce we've launched
@avalancheavax
support on
@voteWithTally
!
Leverage the power, security, and decentralization of
@OpenZeppelin
Governor, the same framework used by
@compoundfinance
,
@Uniswap
and many others for their on-chain DAO!
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wormhole closes $300M series H, led by jump crypto -sauces
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Introducing the Basepool: a proposed partnership between
@MakerDAO
and
@CurveFinance
that offers unrivaled capital efficiency for stablecoin liquidity pools
Read the draft proposal here (split into two options, A & B):
TL;DRs in the tread below
1/19
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rip dad. thankful for the past few days we’ve had with friends/family at home. i know he will always be with me
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mev equivalent of flipping a paperclip into a (smol) house lol
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venturing deeper into the future of finance
the comptroller and community multisigs, collectively controlling at least $635MM in funds according to debank, are controlled via 2 of 4 signers
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👏 options 👏 writing 👏 strategies 👏 are 👏 not 👏 “yield” 👏
this the type of shit that would put you away in tradfi lol
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normalize calling 1 eth of lsd a tab and 32 eth worth a sheet
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cosmos ecosystem is down real bad lol
closest within the blast radius, drank the most koolaid, etc
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seems like there’s a lot of interest in maker liquidations
luckily the risk team (and other maker contributors) have spent the last year setting up industry leading analytics infra
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$DYDX probably one of the most predatory fundraising schemes I’ve seen coming from crypto VCs
“Trading fees aren’t part of the smart contracts owned by the token”
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the building
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last terra tweet
i think insiders and private investors who profited from terra ecosystem should contribute their realized gains to paying back UST holders
GPs should bear responsibility if they cant claw back funds from LPs
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icymi
usdc is now around 25% of dai backing, down from over 40% 1 month ago and 50%+ for much of the past year
dai collateral basket is becoming increasingly diversified over time
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drop your juno address, gonna make a valueless governance token
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do kwon still shitposting on bird app
zhu su gone for months
moral of the story is, if you're going to steal money, make sure it's from retail plebs rather than funds/lending desks
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dude tweeted this 4 minutes after a newly created anon account posted proposal on the forum
guess hal has lido forum on notifs? 😂
Have been critical of LDO in the past partly because the token accrued no value. If adopted this would go a long way toward fixing that issue.
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terra vcs are really between a rock and a hard place. when ponzis collapse, receivers typically claw back investment gains from earlier participants. so their own funds’ solvency depends on them boosting and defending broken mechanisms and nasty ppl like unstablekwon
big ooof
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beginning to think osmo and not atom will be the main cosmos hub
pay fees in any token, able to swap interchain security validator rewards automatically, superfluid staking.. also not convinced atom token holder set is more decentralized but idk
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being the bullish propaganda i want to see in the world
$JTO
@jito_sol
could achieve a $1 billion valuation based on conservative fundamental analysis of just the liquid staking biz (not counting mev infra)
1/
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didnt he admit he made it from sniping frog nation coins at launch with insider info? lmeow
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cosmos people STILL have crazy Stockholm syndrome for
@stablekwon
and Terra
- tfl were well aware ust wouldn’t work (basis cash already rugged)
- hid
@jump_
2021 bailout
- likely exit scam via lfg funds
- mechanism was a 2 share class ponzi
dont overthink it, it was a scam
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Just published a risk assessment for onboarding
@LidoFinance
$stETH as a
@MakerDAO
collateral asset
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Over the last few weeks, we at Jump Crypto have been studying the UST depegging and have three key observations.
1/ price fell when ppl sold
2/ retail were exit liquidity
3/ crypto assets are correlated
coda/ terra burn mechanism worked exactly as designed
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Big news for
@AaveAave
governance:
🥳 We now have an $AAVE
@SnapshotLabs
voting space!
Here are some TL;DRs on the forum post below 🧵 (1/6)
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he still does not get it
the only way to win against regulators is with the support of the public
only way to earn the public's support is by building unimpeachable financial infrastructure
a system that lets seed investors exit through retail cash savings aint it
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gm!
I just posted a proposed tokenomics and governance revamp for
@MakerDAO
$MKR
Please check out the linked forum post and provide any feedback
tl;dr in the thread below (1/11)
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can never tell if these takes are for real or if this is some sort of 5d chess
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reversible transactions are already well served in traditional finance
when you take it to logical conclusion, it essentially breaks all the benefits of defi (fast settlement, atomic transactions, etc)
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$UNI launch -> cobie post: 9 months
$APE launch -> cobie post: 1 month
$OP launch -> cobie post: 1 day
cycles are getting shorter no doubt about it
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the masculine urge to flex wealth by talking about liquidity constraints trading BTC or ETH
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eth defi currently undergoing a renaissance of maximally decentralized stablecoin models, quite exciting
the OGs
@LiquityProtocol
@reflexerfinance
the upstarts
@raft_fi
@LybraFinanceLSD
@taimoney6
@LED_Money
@letsgethai
and i'm sure a few more i'm missing + many more to come
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> uses usdc margin for everything
We need to move away from the obsession with porting “real world” assets into crypto and double down on fundamentally new things crypto enables
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just want to say
@Uniswap
v3 is a masterwork and im still coming to grips with it
the littest parts imo are the huge passive incentives for integrators, and greater power for governance (eg over the license)
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imho cosmos eco needs to take speculation much more seriously
need high value pfps, need meme coin frenzy, need NGU, otherwise normies simply cant be bothered to install keplr and learn a slightly different ux
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may surprise you to learn there is a prominent crypto lender that is _not_ blowing up (and in fact has higher capitalization than ever)
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big parameter update just dropped at
@MakerDAO
highlight - $DAI savings rate to increase to ~3.33%
think this could be a huge tailwind for the entire defi ecosystem
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@laurashin
ask him about involvement in basis cash, and if he has any other undisclosed projects
if he denies bac involvement, probably no use continuing the interview tbh
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I think i finally understand frax
backing is nominally around 90%, but when you remove frax owned by the protocol itself from assets and liabilities, backing of user owned frax is closer to 80%
(note i'm estimating 50/50 allocation of liquidity AMOs between collateral and frax)
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pouring one out for the
@osmosiszone
LPs who are bonded for 2 weeks in UST and LUNA pools
the interchain ecosystem deserves safe stablecoins
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defisaver gotta be one of the best teams in crypto
no hype, no ponzinomics, no drama, just heads down shipping useful products
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broke: dumping on followers as a millionaire
woke: dumping on retail as an accredited investor
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there is a huge opportunity for competent ethereum devs to deploy on
@Neon_EVM
clamm, lending, stablecoins, etc
happy to offer advice or consulting for any serious projects
(disclosure: neon investor)
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state of
@AaveAave
's CRV market net reserves
at current high utilization, reserves are actually growing faster than bad debt - reserves would catch up to bad debt within ~24 days at current rates
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love how the terra vc griftoors still have shown zero genuine remorse or contrition
“attacks” lmfao you attacked the entire crypto space flogging an obvious ponzi
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looks like about $50M of ust waiting to be liquidated from degenbox
has been sitting there for a while, wonder what's up
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lol at solana pitching on chain perps
who in their right mind would use high leverage on a platform that's constantly unavailable?
hate to say it (i'm an aspiring sol defi enjoyer) but solana has easily the worst ux among alt L1s
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new markets for $MKR, $SUSHI, $AAVE, and $YFI potentially on the way for
@compoundfinance
h/t
@getty_hill
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can’t help but think frax using ust collateral is a huge mistake
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- coinbase usdc rewards - $1.6BB @ 1.5%, $24MM/yr revenue
- gemini gusd rewards - $500MM @ 1.25%, $6.25MM/yr revenue
- coinbase crypto backed loan - $500MM @ 4.5%, $22.5MM/yr revenue
- short term bonds - $500MM @ 2%(?), $10MM/yr revenue
total: up to $52MM/yr incremental revenue
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lets say terra really does blow up here
how much money are Do Kwon, others at TFL, and early investors walking away with
assuming they're all giga rich even after wiping out billions in retail savings
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Not gonna be active on the conference circuit this year. I’m shipping a project (a real one) in Q2 (wouldn’t expect a lot of you to understand anyway) so please don’t DM me asking me where I am (im heads down shipping the project, ok) you’ll probably get aired because i’ll be
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ok I need my car window to STOP GETTING SMASHED. like VERY SOON. every day I am checking window and it is getting smashed. every day, check window, smashed window. I can’t take this anymore, I have underinvested in car insurance, by a lot. it is what it is.
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Thinking of organizing an unofficial/unsanctioned
@UniswapProtocol
community call.
Would anyone be interested in joining if I set this up?
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ust is fundamentally broken and everyone shilling it gonna end up looking either incompetent or shady in hindsight
gn
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would recommend everyone to try out
@EvmosOrg
gud chain, and team has put in serious sweat equity
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ct ppl will dump on dai for having 50% centralized stablecoin exposure and then all-in frax instead of going to therapy
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lets talk about risk of maker's spark dai vault
currently exposure is 100M dai (roughly ~2% of dai backing)
proposal would increase this, potentially up to a maximum of 600M dai (~12% of backing) over time
while this would be a fairly large exposure, there are several layers
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so you’re telling me avax bd team is 2/2 on partnering with scams that immediately blow up?
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fractional reserve banking gotta be the most misunderstood concept in crypto space lol
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why i'm skeptical of ve-tokenomics:
tl;dr: dgaf about emissions per se, i actually think the vote locking is the most problematic part
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have you ever sold a coin you believe will increase in price bc you can’t stand their marketing?
Gonna buy-rumour-sell-news anon?
In the months after MCCN:
- Activation of Synths
- Launch of 5+ more chains
- Purge of Mimir
- Launch of THORFi Lending
- Debut of RUNE-collaterised THOR.USD
- Launch of Composites
But you do you.
$RUNE
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visa is not a payment network
it’s an escrow service that sits on top of swift
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governance attacks to date:
- beanstalk
- build finance
- steem/hive
- mirror (attack failed)
- maker flash loan (arguable not an attack/not malicious)
what am I missing?
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sustainable network economics > “ultrasound money”
eth is not gana be deflationary after shanghai. time to move to a better narrative
BTC supply will increase for 100 years
ETH supply will decrease for 100 years
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870
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all of the unsustainable projects are gathering themselves into a partnership-announcement singularity
unironically bullish
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mim, ust, frax, "isolated lending", "capital efficiency", "ungovernance" - all i see is cope tbh
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have a sneaking suspicion that ppl bidding sei have not tried to use the chain..
astrport rpcs borked
relayers taking the day off
lol
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lost count but I think this is number 8 or 9 in the past 3 years lol
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lol selling $CANTO means ur gonna have to avoid getting pumped on by scott, laurence, sisyphus, brent, nani, byrpto, bergy, variant, and cumberland. some of the most notorious pumping bandits. praying for sold-ers rn.
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ngl pretty funny how the zeeprime and yunt guys took fat dumps on me for being a terra skeptic
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my understanding of the terra project ecosystem
2 uniswap clones
1 compound clone with alpha finance tacked on
1 unsustainable yield farm
20 projects slicing or layering the yield farm
10 fintechs distributing the yield farm to uninformed retail
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the $UNI drop is different from previous launches
there is so much liquid supply in the hands of retail rn, all of the sell pressure is front loaded
compare to prior launches with 0 liquidity at launch and a slow bleed from liquidity mining
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just made an ass of myself in front of some ppl I highly respect, f
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a new evm L1? in this economy?
(im honestly super impressed with how well evmos is doing)
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