DCF GOD
@dcfgod
Followers
84,180
Following
3,634
Media
32
Statuses
221
Explore trending content on Musk Viewer
Rafah
• 851978 Tweets
#เพลงขึ้นใจ
• 524014 Tweets
GW最終日
• 461263 Tweets
NUNEW 3RDMV IS OUT
• 277489 Tweets
#マリカにじさんじ杯
• 253556 Tweets
#CDTVライブライブ
• 233484 Tweets
ENGFA IN NUNEW 3RDMV
• 205762 Tweets
井上尚弥
• 199720 Tweets
Inoue
• 139960 Tweets
シェリン
• 101697 Tweets
マリカ杯
• 62679 Tweets
フルサイズ
• 59686 Tweets
ボクシング
• 48792 Tweets
#ドレミファドン
• 37201 Tweets
モンスター
• 30082 Tweets
#BF_Masterplan
• 28548 Tweets
ジェシー
• 20632 Tweets
ハマスタ
• 16870 Tweets
井上の試合
• 16310 Tweets
井上ダウン
• 14986 Tweets
井上選手
• 13077 Tweets
筒香ホームラン
• 12745 Tweets
逆転ホームラン
• 10795 Tweets
逆転3ラン
• 10648 Tweets
マリカ事変
• 10508 Tweets
in june 2021 lido was $2.60, a $60M cap
today lido is $2.60, a $2B cap
the token doesn't rebase, there is no staking, and holders never got rev share
despite growing from nothing to over $30bn of staked eth, buyers made no money
the fdv matters
67
209
2K
This is nasty, probably even criminal
Have no funds in this but got DMs from smaller accounts that were scammed
@Derivatives_Ape
there’s no way to spin this other than theft
Clearly advertised it was a bridge and 1:1 removable… website said the eth can be bridged out and is…
NEWS:
@ZKasino_io
launch their chain and convert $30M worth of bridged ETH to their native token
It was said that the ETH would be returned 1:1 previously
126
77
538
69
51
516
I don't think y'all realize most angel investors are just like the rest of the apes on this website
saying pentoshi or whoever funded zk casino is responsible for the team being scammers is reaching
they likely got scammed too, and not just money but on their "brand" as…
41
19
296
Lessons for the LRTs that haven’t airdropped yet
- ensure redemptions are enabled before airdrop
- try to get the LRT setup w lz/axelar/whatever so it can be insta bridged to keep the peg
- consider keeping a piece of the tvl as regular eth to protect peg as the dao
- if…
23
19
275
that being said, we're buyers of ldo here
basically the entire cap is circ and they have multiples more eth than the new age restakers despite trading at lower fdv numbers
if they care at all about the token, its gotta be sometime soon
17
9
225
“What are you gonna do, arrest me?”
Kinda wanna go jail for 1-2 years just for the experience :0
160
117
695
14
3
192
First aerodrome farming coin rug?
After using bribes to build up liquidity and send the token
GB looks to have pulled pol, sold to eth, and bridged off base for ~$2m
ht
@BanklordXBT
36
24
183
from 0 to $2m weekly revs with no token emissions
real profits
@pumpdotfun
winning memecoin season by being z picks + shovels
14
10
171
Meanwhile bro is flexing his pnl? Yikes
14
1
141
In this moment we are live learning
Looping non redeemable LRTs is not risk free points
11
4
135
brb... calculating pearls airdrop value based on 5 minutes of aevo perps volume with $2k OI
New Pre-Launch Listing: $SWELL
@swellnetworkio
Ahead of the SWELL token launch, you can now trade $SWELL on Aevo today.
The token has 1 billion max supply, so $2- $3 implies a fully diluted valuation of $2-$3 billion
SWELL pre-launch traders and $AEVO stakers are in for a…
46
85
632
15
6
125
Dcf cap invested 🤝🤝🤝
With eigenlayer fdv expectations at well over $10bn, excellent teams are going to be putting in the work to compete
Restaking doesn’t have to be eth only - it can be any asset on other chains too, as long as it has value
They launched a lil points…
Salam
We recently announced our $48M Series A at $1B+ to accelerate universal security for
@Ethereum
and beyond
Today we're excited to provide a peek into the Karak endgame
The universal restaking layer powered by the entire cryptoeconomy across every asset and every chain 🍊
3K
1K
5K
43
20
111
Feel really bad for the loopers that got liqd here
Leveraged depeg (if forced to sell at 10% discount, 3x looped… you’re rekt 30% of the eth)
And renzo airdrop has holding reqs which u can’t hit without leveraging back in again
Yikes
13
4
98
Projects seem to be doing this "top 5% of wallets by points are vested" trick
Has anyone looked into what % of the airdrop that is?
I'd imagine the top 5% of wallets is far more than 5% of the real users
Because of the airdrop farming meta, there could be tons of wallets with…
19
2
93
Renzo extremely lucky for
@Juice_Finance
and
@ThrusterFi
users who basically became exit liquidity for the sellers across all the other chains
Because juice leverages into the LP and not into spot, the result was over $100M of tight range v3 style ezeth<>eth liq on thruster
9
3
98
It’s 4/20 Smokey
Announce something
one of my old investors once told me
"you don't build a billion dollar business without ruffling a few feathers"
ruffle away homies
28
19
359
7
2
88
Half the blast tvl in dcf cap seeded projects 😂😂
Although blast feels a little sleepy, we think things will get heated with next round of gold and tge next month
Been buying the stuff that was aggressively sold off despite having good tvl or user numbers, and teams that are…
17
2
79
touching grass for 1.5 weeks so sorry if no tg or twitter dm responses 🫡
10
3
91
The nouns memecoin has flipped the nouns treasury value
And because nouns trade at treasury value... it has flipped the entire nouns market cap
7
2
78
Not enough teams that understand both cefi and defi are building stablecoins
USDT
@tether_to
produced an estimated $6.2 billion in net income in 2023.
That's 78% of the number Goldman Sachs did ($7.9bn) and 72% of Morgan Stanley's ($8.5b).
They have ~100 employees. GS has 49,000. MS has 82k.
Source
@MaelstromFund
142
603
3K
10
9
75
Huge props to the
@PlutusDAO_io
team
The arb underlying plsArb can’t be locked for arb governance
So instead of forcing people to be trapped in this, they letting us free
1 arb = 1 plsArb
12
3
75
Dcf cap seeded 🤝🤝🤝
We’ve been all over defi, so trying to trying to do a little more gaming, ai, social, etc.
These guys stood out because of how good they’ve been at inhaling users + it’s a ecosystem of stuff, not just 1 game
Excited!
20
20
79
First product from
@templedao
is live and it’s gud
- looping in morpho manually is annoying. Managing selling collat to avoid liquidation, choosing the pool w the lowest borrow, gas fees, swap rate, etc.
- with maker adding up to 1bn dai to the pools this should be cheaper…
7
15
70
Correct
In between there will be cycles but the losers leave
Buy value in the bear and risk in the bull
Should work for our entire lifetime
think highest EV
is having conviction this ‘industry’ will be around in the future
even with how bleak it looks rn, will in the future
holding spot , building up a reputation and buying good privates
while building your own thing
23
7
133
6
2
69
Dcf cap seeded 🤝🤝🤝🤝
This is the same team that built fold and keep - they’ve been building on both bitcoin and ethereum forever
W that deep experience, we think they’re a strong contender for winning the btc L2 war
7
7
66
Ty based
@ConcaveFi
for the tendies
They just dividended $5M of fjord fees to holders
Fjord lbp next!
11
7
66
was up 300% from long on base to now down 10% in sub 24h... fuck memecoins but <hot take on ansem>
10
1
62
The process through which a bear acquires $honey is a complex sequence of behaviors that intricately blends biology, ecology, and bear-specific adaptations. This narrative unfolds through a combination of innate behaviors and learned strategies, enabling bears to locate, access,…
We're thrilled to announce our $100M Series B round, co-led by
@BHDigitalAssets
and
@hiFramework
1K
2K
7K
6
1
60
@DrZer_eth
On the way up: get a 50x bonus for looping 10x !
On the way down: stupid degens, why would you take leverage like that?
0
2
60
This strategy is extremely slept on imo
Folks out there doing 12 spreadsheets filled with random assumptions to value a YT
PTs already get 50%+ fixed APR... but now their value can be used to farm karak points on top 😛
+ plz use my unlimited use invite code: m6Acn
note: DCF…
Weekends are for shipping x2
Underdogs don't sleep they grind
We're excited to integrate
@pendle_fi
and enable users to restake their PT's from
@swellnetworkio
@ether_fi
@KelpDAO
on Karak and earn Karak XP on top of their PT yield
Restake here:
336
201
986
9
1
57
Fluidity is cool technology but hasn’t been able to shine because they still building out use cases
W a strong roadmap over the coming months this could get fixed
- new take on the AMM (get paid to swap)
- new Arbitrum L3 where txns pay you (stakers are pre farming points for)…
With close to 60% of circulating $FLY staked, Fluidity has BIG things in store for the coming months.
Let’s take a look at some of them!
This is The Wave Ahead 🌊
9
23
59
3
9
55
I hope the outcome for the SEC mumbo jumbo is clarity
dividends, buybacks, shareholder treatment / information laws, etc. are really good and work for stocks
equity value isn't just a meme, and our token projects should feel comfortable and excited to use these tools too
once…
8
3
50
This is real cool
First time I’ve seen a case where you can still use the underlying assets to vote, while borrowing against them
In this case users that leverage up on arb are able to leverage vote on arb proposals
Now borrow fees are basically bribe costs 😂
With 250k USDC, Dolomite was able to increase its voting power to over 900k ARB ($1M)!
With the upcoming STIP Bridge vote happening soon, we thought this would be a good chance to discuss high $ARB interest rates on Dolomite and how we're leverage voting.
Let's dig in 🧵
5
7
32
8
2
47
“Solend will airdrop to users who withdraw from marginfi and deposit into Solend”
Solend has been battle-tested countless times since launch.
Solend survived the depegging of UST, the collapse of 3AC (plus contagion), the USDH oracle manipulation attack, the collapse of FTX, and the unbacking of soBTC. All while SOL fell from over $250 to $10.
These led to…
18
14
256
4
0
44
Cool model from swell
Where pre depositing in the L2 doesn’t just earn points, but also gets airdrops for all the ecosystem projects being built ontop of it
Hard part of blast is choosing which project to farm, here stakers get them all
Reminds me of Luna staking
Level up your rewards in the Swell L2 Pre-Launch!🌊
Restaker 🙍♀️
Buying rswETH to earn Pearls, Eigenlayer Points, staking yield, future restaking yield, and potential AVS airdrops.
Humble farmer 👨🌾
Using rswETH in DeFi to harvest all the above plus additional yield.
Elite yield…
33
44
369
5
0
41
Breakfast this morning
Okay dad so imagine you bought a house but then sold a synthetic house and got to collect the rent from the first house and a 100x leveraged house trader paid you to sell them the second one
6
5
42
DCF Cap seeded 🤝🤝🤝🤝
We're extremely bullish on projects that bring tradfi to defi (ie. ondo, ethena, usual)
In this case
- founder is literally a x-french mp (
@Pierr_Person
)
- going after a huge market (replacing tether which makes billions)
- already has $75M committed…
💥Just the beginning! Usual Labs has successfully raised $7M in a strategic funding round and secured $75M in TVL! Get ready for a revolutionary shift where users can own a piece of their fiat-backed stablecoin issuer. Change is here!
#JoinTheAlternative
🔮
148
5K
5K
5
4
41
These guys are already the biggest perps protocol on base
Did over 100m volume yesterday
Points szn just started (we’re farming it)
Might be worth making a lil volume:
🎉 Introducing BSX Points: Season 1
We're thrilled to announce BSX Points, our latest initiative to foster community engagement and reward our loyal traders.
Check it out:
---
💎 What Are BSX Points?
Points will play a crucial role in fostering and…
50
66
194
2
3
49
Dolo “minerals” (aka points) are out
Few things I like about this:
- they’re using points to clearly incentivize the thing that adds the most value (eth and usdc deposits)
- Minerals is actually a non transferable token. Don’t need to trust their offchain database, can track…
📢 Today we are launching a new initiative
🏔️ Dolomite Minerals
Minerals will be used in the Dolomite ecosystem to track and recognize users who provide the fuel needed to power the myriad of high yielding strategies on Dolomite.
Liquidity.
As is obvious to anyone who has…
17
20
86
6
8
37
first rfv trade that resulted in multiples more than the rfv
i think the CNV trade will prove to be one of the absolute greatest trades this year --
@dcfgod
posted about it in a podcast back in January
fjord tendies have already paid back the entire position, while CNV has 5xd
some specific seed round allocations + fjord allocations…
1
0
13
3
1
31
Blast gold round 2 out
- Biggest gold to
@ThrusterFi
(congrats chads)
- As expected, the oversold stuff still got great gold and can use this to re spark a flywheel (ie. cryptovalley)
- TVL or token price metrics didn't matter (ie. juice multiples higher tvl and price... but…
Gold Distribution 2 is now available for review!
10 million Gold will be sent to Dapps next week.
Important: this distribution includes adjustments based on how Dapps use incentives.
322
834
2K
5
0
29
~300M pearls
7% of supply airdropped so 70M
so 0.23 $SWELL per pearl
multiply by whatever u think a swell tokie goes for
9
1
25
Took me a while to muster up the confidence to tell these lads I hate their name
But then I saw the hats and I fkn love it
4
0
26
idk what the exact situation is at sushi as we have no tokies
but i love love love seeing holders call out stuff they don't like
worth reading through this lads recent tweets on the matter
#Sushiswap
: Please, don't say they are honest :-)
From Neil & Matthew Lilley .
@NickJRishwain
@DeFi_Ted
@Mable_Jiang
@0xChop
@0xMaki
@0xSami_
: 👏👏👏 If that can give you a little more thought :) 👏👏👏
Voted with the Ops multisig + team addresses, what more can I say.
3
7
19
6
8
26
Example:
Users 1-5: 1 wallet each with 100 points each
User 6: 100 sybil wallets with 1 point each
Now announcement can say "top 5% of wallets" are vested, but in reality its 85% of the users are vested
4
0
24
Good projects
DEFINED IS NOW SUPPORTING
@pumpdotfun
. ⛽💊
Exciting news! Defined users can now see pumpdotfun charts and transactions pre and post launch.
We're thrilled to be supporting a fellow
@alliancedao
company in a capacity that adds tremendous value to our users. 🤝
5
4
29
2
1
31
What I want to see is "wallets with over xx points are vested"
And then figure out how much eth staked for how long would result in that many points
Although the vesting can be annoying, its turned out to be a gift for the airdrop farmers in the past... both ENA and ETHFI sent…
1
0
22
dcf cap has been farming michi points with yt - farmers retain the points from the yt, but also get michi
Introducing the next level in points farming:
The $MICHI marketplace where you can trade your
@eigenlayer
and other LRT points effortlessly.
Soon™
23
106
325
4
1
20
Fastest growing app on aptos 🚀
Points: NOW LIVE 🎉
Your activity has not gone unnoticed! Introducing Echelon points to monitor and reward early users
Earning yield on stables, Borrowing assets & Looping sthAPT just got a whole lot better 💪🏼
Check your score and earn more today at
40
63
121
4
0
20
@Derivatives_Ape
@ethena_labs
They could also do something like “dsr in the worst case, funding rates in the best case”
Where if funding is sub 15% they unwind and go to dai in dsr and pass it through to sUSDe holders
And when funding rates increase they ease into that
5
1
22
Congrats to the thruster chads on their 2nd round
They’re the leading dex on blast, with basically every project on the chain working w them
70M fdv with some of the best names in the space
🤝🤝🤝
We’re excited to announce a seed round led by
@panteracapital
to help power yield-first DeFi!
The round saw strategic participation from
@okx_ventures
,
@mirana
,
@paraficapital
,
@dewhalescapital
,
@manifoldtrading
, founders and backers across the
@Blast_l2
eco, amongst others.
120
174
666
3
1
17
Lotta salt in the responses
Can point to many projects that are down bad where community is pissed
Some will stay and do the work to ensure their token isn’t rekt (this is literally the point of governance)
Others will sell and complain on twitter later
Historically it’s…
Huge props to the
@PlutusDAO_io
team
The arb underlying plsArb can’t be locked for arb governance
So instead of forcing people to be trapped in this, they letting us free
1 arb = 1 plsArb
12
3
75
5
1
17
@swaggyAlexyo
People are using eigen/lrt not for the restaking yield, but for the gov tokens that result in like 100% Apr outcomes
Holding apxeth (or any other form of staked eth like stETH or sfrxeth) still v small yield
Don’t think they can so easily capture the outflow
Need a new…
3
3
17
Good news is they didn’t lose the money or anything like that
Just need to click some buttons and depositors get their funds back
Becomes a much bigger problem if people start claiming and trading zks
But until then, can be solved. Really, idk why they wouldn’t fix this and…
4
0
16
Heurist team stays winning
There’s actually a ui bug in this screenshot, active GPUs is really over 3k
Heurist has processed 100,000,000 LLM requests and 20,000,000 image generation requests!
Given there are approximately 400 words per LLM request, the total words amount to 1000 times of Encyclopedia Britannica. Tremendous power of decentralized AI 📚
23
34
96
2
2
15
In hindsight it would’ve been better to say
“Imagine you bought a house, and then sold someone the price exposure of that house in exchange for 10% yield. You get the rent and the yield, but have no house price risk.”
0
0
15
although rip to those that were lev adding liquidity above peg, that would now leave below peg, in mostly ezeth because the eth got arbed out
1
0
19
It’s funny because I would also say too many teams that only understand defi are building stablecoins
If the only customer is the degens I think you’re in trouble
- the LP and minter are the same user
- this user knows how to use Pendle and can already get 60%+ fixed on…
2
1
16
Wasabi going from using other protocols fractionalized nft liquidity
To becoming the place to both fractionalize and trade
Good stuff 🤝
Within 2 hours we fractionalized and staked 20% of the
@blastopians
supply in
@wasabi_protocol
As a result:
- Floor is up 2x
- 20% of circulating supply is now staked and earning Gold, Wasabi Pts and yield (very soon)
16
22
112
2
1
23
@0xCyda
@multicoincap
@circle
@zachxbt
@Entanglefi
@fluiditylabs
They don’t realize superposition is already farmable
3
7
15
congrats on the token launch sers
🚀$ESE is available for trading!
Contract Addresses:
ETH - 0x908dDb096BFb3AcB19e2280aAD858186ea4935C4
Blast - 0x491e6DE43b55c8EAE702EDC263E32339da42f58c
Trade on ETH:
Bybit👉
Kucoin👉
Gate👉
Pair: ESE/USDT…
832
2K
3K
2
0
11
@0xSyro
Juice has done a way better job in attracting tvl and building use cases. Team deserves success as they’ve become the single biggest project on the chain.
Orbit took a gamble promising first round of gold to orbit stakers and lost, emissions have also been way too high and…
0
0
14
👀👀
what are rainbow points?
phase 1 of the master plan will be revealed soon 😏
31
5
147
4
1
18
@swaggyAlexyo
@luca_bws_d2
@delucinator
Hear me out
Instead of running validators w the underlying eth
Dump it all for 30-40% APR Pendle tokens
apxeth suddenly paying 60%
😂😂
6
2
14
@JRossTreacher
@modenetwork
@MerlinLayer2
@izumi_Finance
22nd highest tvl chain
flipped kava, starknet, linea, manta, ftm, etc.
good stuff
3
0
13
@hype_eth
@InnvaderC
Correct - and this is expected
For every 10x there are likely 5-6 0s
Investors just don’t like to talk about those because you’re bragging about losing it all lmao
2
0
12
@MikeSilagadze
yo so i took eth and staked it, then restaked it with eterfi who staked it in eigenlayer and gave me a liquid receipt token which i restaked again in karak who used it to secure this new move chain on sui
1
1
13
sheeesh
Don't be blinded. Here is their objective as written in their proposal:
1
1
3
1
1
9
@VechainWhale
@cryptoian
Not sure was just sent it too
Have sent to team to get to the bottom of things
Will learn more and report back
2
0
11
dumping is happening here and still ongoing
1
0
7
Maybe I'm seeing this wrong as I've only looked for 30s
But this is kinda wild as they
1) Got $250k from nounsdao via proposal
2) Raised 500E in a presale for the meme coin
3) Get to use the huge nouns arsenal of gifs / memes for branding
And gave the dao 25k tokens? thats…
3
0
9