tools like cursor are incredible not so you can vibe code your way into some shit app nobody is going to care about. it practically reduces barriers to entry for unearthing alpha where before only highly technical quants could operate. happy thanksgiving!

If the markets ordered up volatility the fed has got you covered.

Aerodrome ( $aero ) suffering yet another DNS attack. The ui draining is only one vector. Threat actors can gain access to email and credentials for other infra. 12 hours and counting.

Best part of liquidity getting nuked: stablecoin szn all over again. Getting paid to wait for the bottom is the best trade (other than shorting) out there now. NFA.

What today's DeFi is going to feel like soon.

$NVDA turned GPUs into a cash machine. Next gen stablecoins will turn cash into a GPU-like yield curve… base rate plus alpha.

Just because a technology lowers barriers to entry doesn’t mean more choices are always better. Focus on the long term players.

Still early when you frame this relative to legacy volume.

Over a multi-year time horizon DeFi smart contract risk scales with TVL. As long as this holds true we should practice continuous audit rather than set it and forget it.

Because we're securing billions, "move fast and break things" isn't an option. We collaborated with @bradherenow and the seasoned @VenusProtocol team to deliver the innovation first on BNB Chain for the largest lending protocol there. I spoke about the results in Cannes, but

💳⛓️ ICYMI: @VenusProtocol is the #2 lending protocol, based on 90d revenue.

Heading to EthCC to share some news, meet partners old and new, and celebrate DeFi. Let’s work to make DeFi summer a yearly occassion.

NYC builders: aiming to make this a real-time alpha factory at 5PM. Hope to see all of you on chain legends there.

The Venus Afterburn deflation sensation has begun. Excited to highlight how this makes Venus and BNB unstoppable today at 12:30 GMT-4