jonasC
@jonasCyang
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GenZ｜ Growth rookie @OneKeyHQ｜jumped in the rabbit hole since 2021 | believer of defi, stablecoin, rwa | All views are my own
onchain
Joined August 2022
Based on this, my interest would be:. - DeFi protocols who can be considered as infra (morpho @MorphoLabs ). - Intermediary who help tradfi onboard like risk curators(@gauntlet_xyz, @SteakhouseFi, @Re7Labs etc ). - Current RWA issuers (almost all RWA protocols and rwa-based.
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RT @0xkyle__: prediction markets is probably one of the clearest asymmetric bets I see right now.
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RT @fliprbot: backlog is stacked, tons to ship in the next 2 weeks. brick by brick, it will all make sense soon.
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RT @OneKeyCN: 《APR vs APY：项目方的收益率，骚断了我的腰》. 「APR 10%」与 「APY 10%」，哪个更���？项目方是如何通过各种骚操作，使用假「APY 」制造收益幻觉的？. 许多新手在刚玩 DeFi 时，脑袋中只有收益率的单一概念，根本没意识到这两….
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RT @poopmandefi: Solid list. Nowaday anyone can jump on X and read world class crypto research for free. This wouldn't be possible witho….
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Shared my thought about $ATH to @SigmaSquared_ on June 8 and dug into deeper with chad's help:.- upcoming investor unlock.- boring tokenomics upgrade.- valuation bubble (caculation based on compute power source they have).- price had nothing to do with $BTC
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RT @matthuang: RWAs = token-wrapped tradfi. Treasury Cos = tradfi-wrapped tokens. Both are ultimately a form of crypto-tradfi bridge.
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General bias on DeFi landscape :. “Crypto folks are doing everything they can to sell crypto-native yield to TradFi, while TradFi is doing everything it can to sell RWA yield to crypto.”.
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Let's see how a team will cook without agency. .
I've watched plenty of token launches from the sidelines, but tomorrow's different. In less than 24 hours, $SOPH goes live. The market will do its thing, people will have their takes, and the noise will move on to the next launch. But for us, this is just the beginning of.
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RT @PlasmaFDN: The financial system of tomorrow. Owned by you. Announcing the XPL public sale, using Sonar by @echodotxyz. 10% of XPL wil….
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Quick thought on Gavel. What is Gavel: Gavel is an on-chain token distribution and liquidity bootstrapping platform on Solana. How is the token issued?.- First, there is a pre-sale: participants deposit SOL and get the allocation. - Second, the rest of the token and part of the.
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Imo this category guys could be a huge role in the future.
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RT @JupiterExchange: Jupiter Lend, powered by @0xfluid. The most advanced money market on @Solana. Coming Summer, 2025. Be early: https:/….
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RT @0xngmi: in the last 2 months at defillama we've had lots of tradfi institutions contact us about defi data, way more than what we saw b….
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Also want to express my respect to the team and appreciation for their patience and support when I was researching Fluid. - That said, in @0xfluid’s post-mortem:.There’s no mention of the exact or estimated loss for LPs, so it’s unclear whether the 0.5% $FLUID compensation.
Respect for @0xfluid posting this post-mortem. But their proposed solution—to make liquidity more concentrated—seems like the wrong choice. The pool is not just losing money during rebalances. It is losing money constantly—AFAICT, fees do not make up for arb losses. So
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new essay: on fluid. there is endless talk about all the foundations n vcs that "represent" ethereum, but far too little focus on the actual builders that actually push ethereum forward. let's change that. in this essay, i write about the concepts behind @0xfluid, the.
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