@ohmzeus
@josephdelong
@davecraige
The other thing that all these newly self-proclaimed ponzi PHDs seem to forget about their area of expertise is that a ponzi is fraudulent - it falsifies returns.
Olympus on the other hand is fully transparent. As treasury flows slow, emissions naturally taper. And vice-versa.
@AviFelman
You’re giving Bain too much credit, and
@ohmzeus
far too little credit. The mechanisms at play are multi-layered and incredibly well thought out.
@davidiach
@Tetranode
Hands down. He is also laying the foundation to reap returns over the next 5+ years.
I.e. he is not making isolated bets, but building strategic positions that can be combined to extract more value for the underlying protocols.
Very comfy swimming in the Tetranode slipstream
ok focus for the rest of the month and year;
-
@berachain
launch
-
@Chainflip
launch
- accumulate any cheap $OHM that shakes loose and Cooler (per LoopDAO constitution)
- bid any material dips on majors
@DegenSpartan
The average goblin would prefer to buy at a premium than a discount to tangible assets. Funny how that works.
$OHM’s redemption arc is going to send a lot of mid-curvers to the asylum.
@zhusu
Yes there is a distinction here. Renewable infrastructure assets (wind, solar, hydro) are uber overvalued due to interest rates and will unwind.
But companies are taking tangible steps to meet their ESG / sustainability goals now.
Look at the price of carbon. Then
@KlimaDAO
@Fiskantes
Yeah this is a good approach if you have time and are methodical. The other good one is staying close to your existing bags and closely monitoring which teams continue to deliver through adverse PA. I see $OHM, $KLIMA and $BTRFLY in this bucket. They will melt minds.
@Memetics33
$OHM will flip deflationary at some point next year when you account for APY reduction and $OHM being sucked into treasuries (i.e. $BTRFLY, $LOBI, Abachi, $KLIMA (thoon), Concave)
a lot of inbound interest for this one
we must give the people what they want
Ooga Booga Syndicate
@cobie
would appreciate an intro to customer support to assist me in establishing a new group
@FinancialReview
I named my first born son Philip after the tireless work the Governor did to support this great nation’s housing market ponzi. What am I to tell him now when he grows up??
@unbanksyETH
Next cycle, instead of putting your treasury into a blackbox run by a bunch of leveraged trading cowboys, invest your treasury in defi’s reserve currency and let the protocol do the work for you.
@Tetranode
I’m curious to know where research and discussions got to on $renBTC with the
@renprotocol
team (cc
@bzlwang
@0xTex
). I am a darknode operator and thus biased, but these guys are leaders in bringing BTC cross-chain.
@ishaheen10
@cryptoendgamer
@0xSurreal
@WartuII
@unbanksyETH
@ConcaveFi
Asfi, we know you are a high integrity individual and super passionate about $OHM. I’m excited to see what you can achieve with WAGMI Labs. I also hope you remain an active member of Olympus as your energy is infectious and your analysis is second to none. gm & WAGMI
@unbanksyETH
@mewn21
@DegenSpartan
OHM is Bitcoin crossed with USD. Why? Because the design was adapted from the best attributes of fiat currency and bitcoin, and then overlayed with a dynamic and transparent monetary policy
@Dionysus_Klima
A good project and strong team in a predictable and transparent roadmap, planned and projected, i think in the near future we will see an unprecedented growth for this tree hugging protocol
@KlimaDAO
For me, three reasons;
1. The first innovative protocol / fork built on top of
@OlympusDAO
tech
2. Strengthens crypto / “real world” transmission channels
3. Contributing to a better environment for future generations
Together,
#WAGMI
@ZhicayJulio
@OlympusDAO
Can we get a register going of people that have quit wage-cucking to dedicate themselves to (3, 3)?? Feels like 20+ in the last week.
@sayinshallah
one of the first
The great thing about $PEAS is, whilst rotations happen,
@PeapodsFinance
has positioned itself to get volume in every single season
Its a catalyst for teams to make a pod & you are seeing more & more projects from every sector partner up with them
This one truly is different 🫛
Dumped all my $OHM here at 14$.
Bought in october at 11.43$
Had sold in november 30% at 12$
Yesterday sold another 30% at 13$
And now the remaining 40% at 14$
Best play of 2023 and up gazillion percent in a "stablecoin", was so dumb not to buy a shit ton more back then.
Big W
@blknoiz06
Hibernating I would say. $OHM had a period similar to this in May through June 2021 (in similarly bearish / apathetic market conditions) and once the flywheel ignited again the reflexivity of the bonding model drove it higher.
@ArchimedesCryp1
Probably too much to also mention that
@c3_app_
has developed global (UBO) and nature-based (NBO) tokenized pools that replicate the flagship GEO and N-GEO markets of Xpansiv.
Except they’re not proprietary silos… they plug into the
@KlimaDAO
liquidity engine.
Interesting.
@mgnr_io
@frxresearch
🤣 ummmm that is absolutely not how a variable rate mortgage works. Your principal amortisation component of your monthly payment is fixed. Your interest component moves with rates if you have a variable loan.
@pottedthings
Exactly. But there is one difference - the protocol stood there to absorb the selling (with no bailouts) and the team continued building.
@DeFi_Dad
and a further nail in the coffin of his own credibility
what has this company of his actually shipped that has had any identifiable impact on bitcoin as a protocol?
@sayinshallah
No chance. Because to understand defi fully you need to understand the lego blocks that have been developed over the past 18-24 months. And keeping up with that has been a full-time job.
A (late) (and long) ramble on 🐻⛓️ stuff of recent, all my own personal opinions:
I have to say: I get & dont get the hate for Berachain. I think most would peg me for someone who wouldn’t like berachain, but iyk- we had Smokey on Taptalk many moons ago and we started building
I can’t believe it is 2024 and new ponzis are launching to hype with their main calling card being….
“we are $OHM with some improvements”
if you like OHM, buy the OHM with a $200m treasury of DAI and 1% of ooga booga chain
if you don’t like OHM, save your SOL
I wonder why token emission schedules are structured around time instead of growth for a protocol.
What would it look like for a protocol to mint/unlock X tokens per Y% TVL increase or revenue generated?
Much more incentive aligned imo, and dilutive events are offset by
@SplitCapital
That’s funny because people who understand the mechanics of $OHM have no trouble articulating why they (are / have) invested. And most would be well aware the monetary premia and demand will fluctuate with the broader cycle (as it does for $ETH and $BTC …)
$klima in the top 1000 cryptocurrency coins for the first time in protocol history!
congratulations to the team and tokenized environmental asset enthusiasts!
Larry is here to save us
@unbanksyETH
gm
@unbanksyETH
Will v2 also launch with functionality to bond any asset in your wallet (i.e. auto-zap into the required bonding asset?). This will turbocharge adoption.
I am enjoying seeing more and more degens and sophisticated investors alike acquiring a taste for looping their capital in backed, not pegged protocols
remember the golden rules of looping;
- the closer to backing the more capital efficient
- don't forget to roll / extend
unfortunately not as simple as this fren because your loan is denominated in ETH…
but there is another looper’s dream coin that enables borrowing in DAI which can then be used to denominate in ETH 👀
@WartuII
@RunemirQi
Yeah, CT rugged themselves. Like they have made a habit of doing lately.
We need to be more collaborative & supportive of others’ bags or defi will simply flame out.
@cryptobrucey
@kamikaz_ETH
A big proportion is controlled by DAOs with a long term mindset now ([redacted], Frax, Olympus, JPEG’d). So I expect they will roll forward their locks.
Today is my first day as Head of DeFi at
@Berachain
!
For those who don't know me -
I've been in the trenches of the Berachain community for almost three years, and as
@SmokeyTheBera
used to say: "it's when, not if" I came on full time.
Grateful to have found the ulitmate
@goldstandard
I would encourage you to also seek the input and experience of
@c3_app_
who has a fully developed bridge and tokenized assets on-chain from prior to the pause in bridging