Aidan | Stride
@aidan0x
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To be honest, we were very surprised by this news. We've been 100% locked in on the Cosmos DEX for 4-5 months, working very closely with the ICL on product and GTM. The DEX is even about 80% done - we thought the EVM was going to launch in the next couple months. That said, I.
On Wednesday, Stride was among the many teams who learned that the ICL was stepping away from its EVM plans for the Hub. Unfortunately, this means the Stride DEX can no longer launch on the Cosmos Hub. While we’re disappointed with this news, we’re optimistic about the future.
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HOOD, an $80b asset, is up 10% today. ARB, a $3.5b asset, is up 6% today. The fat app thesis is upon us.
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in a way this sounds like a small goal, but I think going from 7/10->10/10 rating for even a few people is really hard.
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I am extremely determined to make at least 10 people LOVE Stride’s DEX at launch.
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Everyone wants a stablecoin that pays 20% yield with no price risk. What if you could build this with LSTs - chasing the highest staking yields across crypto? Users deposit stables, the protocol buys LSTs and shorts the underlying token. It's delta-hedged, and can farm 20%+.
what percent of LSTs are held in delta-neutral strategies.
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You can't build two world-class products at once. We're transferring stBGT to @BakerDAO420 so we can pour everything into our cross-chain DEX. @KodiakFi and @eatsleepyeet will grow it better anyway. 20% profit share funds STRD buybacks.
A governance proposal was just posted to authorize @BakerDAO420 to acquire Stride's stBGT. This proposal will let Stride fully focus on Cosmos and Stride DEX. Incubated by @kodiakfi and @eatsleepyeet, BakerDAO will continue to grow stBGT and will profit-share with Stride 👇🧵.
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Needless to say this is a big focus for us at Stride - we’re working hard to figure out what features crosschain traders actually need.
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Banger. Most products drown you in options, which shows a lack of respect for you as a user - they didn’t work out what you want. Some exceptions: iPhone, ChatGPT (mostly!), that Berlin shop with two sandwiches, Canyon bikes. Great products decide for you.
omakase software. in a world where anyone can build anything, most won’t. if previous consumer behaviour tells us anything, it’s that we value convenience and and others’ taste way more than we think. even in systems designed for flexibility like notion, people buy templates. to.
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RT @stride_zone: Excited to announce total transparency for the Stride token. Token transparency is critical for tokenholders. They are of….
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Current o3-pro workflow I'm trying out for internal product/strategy decisions. * Ask for a deep research report to gather context (e.g. "Can you do a deep dive on embedded wallets? I want to know. ").* Once finished, ask o3 to help with the decision by gathering context ("I.
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I spend a lot of time copying and pasting context between AI products. A powerful lock in mechanism for providers like OAI would be to aggregate my user data across apps, so when I ask ChatGPT a question it has the relevant context.
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Manifested in using a CLOB, but also very fast blocks, in house market maker, HLP, snappy frontend, other stuff.
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Feels like there’s a weird obsession with CLOBs due to Hyperliquid’s success. My view is they deeply understand their users and execute at an extremely high level.
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Here’s the pitch for launching on the Hub:. You get in on the ground floor and the ICL actually shows up: hands-on help across the board. DM me if you want the builder’s take. Happy to share.
We have some crucial decisions to make for @OrbitEarn as we approach private mainnet very soon. The big one now is: where do we deploy the core hub of Orbit? . Keep in mind we will be multichain and have solana ect, but will all be routed to and through the hub chain.
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In some ways, Cosmos gets a bad rap for governance. While the forums are brutal, the long arc bends toward truth. Stride has been in the crosshairs before, and it's painful, but the outcomes themselves haven't been terrible. Politics is a blood sport.
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RT @FrankieIsLost: the word “endgame” has done irreparable damage to the industry. there is no endgame, just the relentless battle against….
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