beeshal ๐
@_brizal
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posting inconsequential observations | ๐ @0xfluid | investing @daedalus_angels
Singapore
Joined October 2020
AMMโs have failed to innovate over the last 4 years. This directly contrasts to Solanaโs prop AMM ecosystem who innovate seemingly daily. During "normal" market conditions, prop AMM's like @humidifi_ dominate SOL/USDC volumes. However, these centralised entities can just stop
between the prop AMMs and the upcoming perp dexes, solana trading infra probably has, pound for pound, the highest concentration of intellectual horsepower and engineering talent in crypto right now
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Join me as I host @DeFi_Made_Here, @leoneast_ and @0xMarwan We'll be discussing the motivations, plans and future of Venus X and how it perfectly fits into @BNBCHAIN chain's long term defi strategy.
Get the alpha on Venus X with @VenusProtocol this Monday! ๐๏ธ December 15, 9AM UTC ๐ค @leoneast_ @0xMarwan @DeFi_Made_Here @_brizal Set your reminders below!
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Great to see @aave improve their liquidation engine to reduce user losses. @0xfluid's liquidation engine introduced many upgrades to defi, and we're going to see more protocols move in this direction over time. Defi keeps innovating, UX keeps improving, the pie keeps growing.
Liquidations are essential for keeping lending markets safe. Since launch, Aave has processed over $3.3B in liquidations to protect the protocol against bad debt. We've published a blog post introducing V4's new liquidation engine and how it improves on V3's approach.
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"...maximize system safety while minimizing user costs" protocol and user safety is central to everything at @0xfluid
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Sad to miss thisโฆ
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today we are witnessing another concerted effort by a VC and team to fud a competitor this time it is paradigm making up some bs about polymarket lesson for anyone out there: if you want to fud a competitor don't send out all your badge dogs at once, makes it waaaay to obvious
such an obvious concerted effort by the kamino team & vcโs to distract from the backlash they got for blocking their users to migrate itโs actually hilarious the jupiter team did a comms error in a few of their posts and owned up to it within hours unlike kamino which hasnโt
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Imagine boasting about having the most advanced risk and monitoring in the industry and understating liquidation size by over 4000x What other data has been faked? Do these guys run a lending protocol with no monitoring services? Ps, this was not some podcaster, this is the guy
@tushar_jain please kindly share your thoughts if kamino team are idiots or scammers? And are they competent enough to trust with your deposits? Your unbiased opinion is very important to this matter. https://t.co/suOyQaOtvf
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@tushar_jain please kindly share your thoughts if kamino team are idiots or scammers? And are they competent enough to trust with your deposits? Your unbiased opinion is very important to this matter. https://t.co/suOyQaOtvf
Kamino out here blatantly lying to the whole community. 1. Liquidation of ~$1M on SOL-USDC (10hrs ago) 2. Liquidation of $0.5M on FARTCOIN-USDC (10hrs ago) A lot more liquidations have happened over last 24hrs.
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Kamino out here blatantly lying to the whole community. 1. Liquidation of ~$1M on SOL-USDC (10hrs ago) 2. Liquidation of $0.5M on FARTCOIN-USDC (10hrs ago) A lot more liquidations have happened over last 24hrs.
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it's one thing for the comms guy to not be autistic enough to understand every single intricate detail of a complicated protocol and have to issue a correction. it's quite another to mischaracterize it as malice to mask your own anti-competitive practices. please do better. ๐
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my two cents on the jup kamino TL kamino is loosing market share to @jup_lend at rapid speed, see every day expanding blue colour below kamino as a result blocked its own users from switching to jup lend which offers much better risk adjusted conditions to its lenders/borrowers
clarification on todayโs skirmish (btw I misspoke on the video - fluidโs architecture is 2 years old, the instadapp team itself is 7!)
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One of the most respectable people on Solana @kashdhanda always handles things in the most absolutely top tier way possible ๐ซก
clarification on todayโs skirmish (btw I misspoke on the video - fluidโs architecture is 2 years old, the instadapp team itself is 7!)
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such an obvious concerted effort by the kamino team & vcโs to distract from the backlash they got for blocking their users to migrate itโs actually hilarious the jupiter team did a comms error in a few of their posts and owned up to it within hours unlike kamino which hasnโt
My thoughts on the Jupiter collateral scandal. There are two possible explanations: 1. Jupiter team truly did not understand what isolated collateral means. The way collateral is treated is literally the *most* important risk parameter in a lending protocol. If they don't
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My thoughts on the Kamino fake liquidations data scandal. There are two possible explanations: 1. Kamino team truly did not understand what liquidation means. The way liquidations are treated is literally the *most* important risk parameter in a lending protocol. If they don't
My thoughts on the Jupiter collateral scandal. There are two possible explanations: 1. Jupiter team truly did not understand what isolated collateral means. The way collateral is treated is literally the *most* important risk parameter in a lending protocol. If they don't
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Deleting evidence is something classically only done by criminals. It is also classically an admission of guilt.
Deleting evidence is something classically only done by criminals. It is also classically an admission of guilt.
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@tushar_jain Amazing take, especially coming from a VC whose portco (convenient how you always forget to mention this minor nuance while pretending to be an objective commentator) is bleeding to a 3-month-old lending market and everyone clearly understands that within the next 6 months
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clarification on todayโs skirmish (btw I misspoke on the video - fluidโs architecture is 2 years old, the instadapp team itself is 7!)
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It was difficult to scale product marketing when @JupiterExchange had 4-5 products. The isolated risk thing seems to be a small detail misunderstood by the product marketing team, but itโs a serious detail call these things out! so weโll all keep improving
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Any ETH maxi shouldnโt miss Fluid tbh. Across all major ETH pools ( TVL > $100M, ETH/LST/LRT only), Fluidโs ETH Lite Vault is showing the highest yields โ around 8% APY. What you need to know๐ Fluid lite combines POS rewards and lending yield, and then auto-loop assets
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