Sean 🇯🇵🇺🇸 | ✈️ ETHDenver
@SeanButta
Followers
2K
Following
17K
Media
195
Statuses
2K
saucier @DL_Research | fmr @MessariCrypto @accenture and THL Credit | espresso enjoyooor
Chicagoland
Joined February 2016
I’m still risk on, but the macro is hard to ignore. It’s time to consider lowering LTV, curbing discretionary spending, establishing a new conservative “baseline” and patiently brace for impact. Order shift incoming. The least you can do is actively prepare.
0
0
6
One stop shop for all data.
Line-item income statements for Jupiter are now live on DefiLlama, one of our most detailed breakdowns yet. Over $1B in Gross Revenue last year, with over $278M in Gross Profit.
0
0
1
We've added Date of Last Attestation and Attestation Frequency to our RWA pages. Transparency and third-party verification are critical to analyzing offchain assets
11
6
30
Heading to @EthereumDenver for the week. Looking forward to meeting some of you IRL! For those who will be there and want to talk shop (e.g., RWA, DeFi, Infra, and more), let’s grab some coffee, DMs are open.
Quest unlocked: ETHDenver. Location: New #BUIDL City Objective: Find the sharpest minds in crypto @SeanButta is on the ground at @EthereumDenver. Have a story worth telling? Let’s turn it into a DL Research interview. 💬 DMs are open. Reach out to us today to schedule!
0
3
8
Previously getting this result would have taken me >4h hours getting all the apis, connecting the datapoints, coding the conditions... Now I was able to test the hypothesis extremely quickly with LlamaAI I see users using LlamaAI to write some basic queries that don't save much
Was curious if this was true and looks like it Among projects that reached some pmf (>10m in tvl or >1m/mo in fees), those that launched a token were +50% more likely to die compared to those that didn't launch a token
26
13
124
Leveraging some features from @DefiLlama.. It appears @MeteoraAG could be undervalued relative to others like @JupiterExchange, @CoWSwap, and @Pumpfun
2
0
3
reminds me of @DefiLlama - just ship it
@bengold If you want to join us, we are hiring the following in Palo Alto: - 2 senior web engineers - 1 senior backend / full stack engineers - 1 incredible design engineer There is no communication overhead here. If you want to ship something, you just send me a DM and then it goes out
0
0
3
TLDR; Reduce your debt aggressively and lower your fixed expenses ASAP. Get real uncomfortable if you have to because you’ll need to get used to it. That backup plan you thought you had..Well, make about 10 more because we will all need it. All your wildest ideas can be built
0
0
3
Which RWAs are actually being used in DeFi? Which are true permissionless assets and which are ledger entries? Introducing the new DefiLlama RWA dashboard. 450+ RWAs tracked & classified by: * Transferability * Redeemability * KYC requirements * Self custody options * Asset
28
41
172
What does the token actually do? This has been one of the most fundamental unanswered questions in DeFi since the beginning. Does the token control governance? Does it have any claim on the treasury? Does it receive protocol revenue via buybacks or dividends? Today, we
161
182
1K
Introducing a suite of new features for LlamaAI. 1) Research mode 2) Trading indicators & candlestick charts 3) Investment forecasts 4) Save LlamaAI charts to Pro dashboards 5) Image upload 6) 7-day free trials are now available for DefiLlama Pro. https://t.co/YIY9XG9ABl
defillama.com
Ask questions, generate charts, and explore any DeFi metric instantly. LlamaAI brings the power of DefiLlama's comprehensive data to your fingertips through natural conversation.
21
66
119
This is why at DefiLlama we display 3 nav numbers instead of 1: - mNAV using only issued shares - mNAV when you also include all the guaranteed dilution - Mav mNAV when you include all the optional dilution from warrants (you assume theyll be triggered)
2
5
45
Does this look right chat? @tethergold XAUT Holder distro.. Def not surprised if so, but always jarring when you see the numbers lol
1
0
1
🚨 THREAD: Anthony Pompliano could make as much as $400 million from ProCap. And if the stock drops — even if it plunges 75% — he could still make tens of millions. At Unchained ( @Unchained_pod ), @Steven_Ehrlich ’s investigation reveals a compensation structure raising
89
50
376
You can now search tokens on DefiLlama to find where they're used across DeFi and what yield opportunities they offer.
21
19
177
Introducing LlamaAI. Turn a single prompt into deep analysis, original charts, and real insights. Now available to DefiLlama Pro subscribers.
129
173
1K
It’s okay, everyone will know about ICM
0
0
1