ggmxbt
@ggmxbt
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co-founder @ShiftYieldFi | ex Sumer, Meter ShizoPunk #205
Joined February 2021
The state of yields in 2025:.1. Users became even hungrier for yields after Ethena opened the door to tokenizing basis trades first. 2. This, plus yield speculation made available by Pendle (and soon on a whole other level by @boros_fi, from Pendle), brought the game to a whole
Get out of @FalconStable. Falcon is associated with @DWFLabs, everyone knows their reputation. While their Reserve Reports done by @htdgtl take daily snapshots of the collateral, the exact positions/tokens USDf are backed by are unclear. Their latest report mentions them.
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All recent data points out in the direction of wallets being abstracted (Privy) but not eliminated (if anything the other way around, even on a broader landscape than crypto, think about it banking and robinhood for trading).
unpopular prediction:. wallets will disappear before mass adoption happens - people don't want to "be their own bank". they want ai agents to be their crypto butler "pay for my uber" should just work… . you don't need to know gas fees, slippage, wallets or anything to make a tx.
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Everybody still thinking about stablecoins. When you should start thinking at what stablecoin blooming mean (demand for yield). Stablecoins supply went up triple digits in one year. Yield products are barely a double digits fraction of it and it’s mostly Ethena, Sky’s DSR and.
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WBTC is on ETH but it still benefits BTC.
Explain it like I’m 5:. If $RLUSD is on $ETH, how does that even benefit $XRP? . Lol didn’t they build “Ripple” for faster payments? And now they just use $ETH 😂 . Honestly I’m feeling scammed.
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RT @SBSecurity_: The report for @SHIFTYieldFi is out!. The codebase was very well-written; Only a few accounting issues, all fixed. Read t….
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Delta Neutral DEFINITELY does not mean risk free. There are also various degrees of "risky" in delta neutral:.- you can just be exposed to a blow up / liquidation on the short leg, more or less likely depending on your leverage;.- you can be exposed to rates inverting (funding >.
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I get it, everybody dislikes the mindless ai generated yapping that we often see on X, however, I wonder if people talking about KOL agencies being better really have cognition of cause? I have been on the "hiring" side of these for two times already with different projects, and.
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Yet another chain giving a short term to register. .
🚨 4 days to go. Register here: . Ensure to complete this step if you haven't already.
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Congratulations to @rise_chain this is a sale that I would have really wanted to do, but unfortunately was geo-locked. I think this will cook for who managed to get in.
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LINK MARINES IN SHAMBLE.
BREAKING: PYTH NETWORK SELECTED BY U.S. DEPARTMENT OF COMMERCE TO VERIFY AND DISTRIBUTE ECONOMIC DATA ONCHAIN
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RT @gainzy222: I can live like a king in thailand, but it’ll never really be my home. Anyone who has the capacity to travel the world shoul….
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This is so true, most crypto cards have 1% FX rate (outrageous in crypto), then they give you some cashback that compensate for it.
Most crypto cards secretly screw you. Here’s 3 tell-tale signs:. 1. Foreign exchange (FX) fees 💱. This is essentially death by a thousand cuts. Imagine losing 1-2% every time you tap. Check that 1 USDC = 1 USD
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So most likely some variation of slashing for delays or straight up not repaying. I think this is a nice idea, however, over the weekend I was looking at Ethos top scores to implement something in Shift, and not every 2000+ score is worth the same. Some actually reflect an.
@KKrucenok Or what if I told you……. I have some ideas ;).
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A page from the typical cookbook of a crypto project.
@TurnerNovak There’s no way they took 300k in one day to mean 100M ARR.
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Aside from what we are cooking at Shift, there are people trying new things regarding stable yields, but I think the balance is still completely on the wrong side. Most people saw @ethena_labs and @gdog97_ success and thought "I could do the same, I just need to copy what they
The state of yields in 2025:.1. Users became even hungrier for yields after Ethena opened the door to tokenizing basis trades first. 2. This, plus yield speculation made available by Pendle (and soon on a whole other level by @boros_fi, from Pendle), brought the game to a whole
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RT @serpinxbt: @zachxbt @js_horne @crystaltaixyz @zora yea I don't like this x2. sahil might have all the connections, but that doesn't mak….
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100% and most of the time taking money for the sake of taking money is really not worth it. When you believe in your idea and in your product, take as little money as you need, and use it as an opportunity to onboard value.
So true. Take the money when you can not when you have to! .
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RT @blorkworks: “So anyways, remember that you only rug your investors AFTER you’ve secured and taken an Asian influencer to Thailand. Clea….
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