Jonah
@_Jonahw
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Onchain investing @skycatcher_xyz. In it for the freedom. Opinions my own / Not a solicitation / Not an offer for investment advisory services
Joined September 2011
Today @Pendle_fi offers a rare combination of deep value & accelerating growth 🧵👇 In August deposits surged past $10B (+39% m/m)...
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1/n there is so much nuance to this announcement, we think an eoa/multisig moving funds can and will be disastrous. we think veriable onchain guardrails, verifiable accounting, real-time reporting and automation can be done together in a single primitive.
at Lucidly, you can tokenise the most popular strategies. we started with syUSD, and there’s a lot more: think dn strategies on ETH, BTC tokens, market-making on perp DEXs/Polymarket, leverage loops on sUSDe. Stablecoins brought dollars onchain. We're bringing returns onchain.
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Automate advanced yield strategies with full transparency Stay lucid
lucidly labs will be in BA during @EFDevcon pitching at base batches 002. book an irl to see the lucidly stack 👨🍳
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RSOV coded
Smart Contract Platforms are the new financial infrastructure. Despite incredible scaling, aggregate fees are set to rise — and as inflation trends toward zero or even deflation, one of the biggest structural drags on price begins to fade. Meanwhile, adoption and tokenization
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Fee burn is dumb all fees should go to stakers
Holy shit. I just found out about this out now. Last week, Ethereum L2s burnt a whopping 16 million dollars worth of eth. With just 6 blobs per block. That is 0.8 billion dollars annualized. Where are people who said L2s aren't Ethereum ? All this even before Ethereum fusaka
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Very excited to for this 🍎
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Given what happened with stream, should we ask all protocols that have funds in CEXs to share with us a view-only api key to verify or delist them? Currently all protocols with funds on CEXs are a black box in terms of verification
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when you really understand something better then the market, it’s amazing how calm and relaxed you are even with very large positions. And on the flip side when you have little to no edge/insight , how much anxiety and stress there is over tiny moves. It’s been a useful gauge for
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Ppl discussing whether Hyperliquid equity perps product is better than existing products by other DEXs are missing the point entirely. Hyperliquid will eat the entire market share simply because of the fact that its community has bigger size and influence than any other. Equity
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You get paid 270% APR for shorting the Nasdaq on a sunday afternoon The future of stocks is onchain
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Pristine collateral
*JPMORGAN TO ALLOW BITCOIN, ETHER AS COLLATERAL IN CRYPTO PUSH: BBG
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Store of Value assets
[ ZOOMER ] JPMORGAN TO ALLOW INSTITUTIONAL CLIENTS TO USE BITCOIN AND ETHEREUM AS COLLATERAL: BBG
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NOW LIVE: Native Mobile App for iOS & Android 📲 The most advanced multichain trading terminal has landed on mobile. Trade like a pro - anytime, anywhere.
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