jfab.eth
@josefabregab
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toilet cleaner at @Hyve_DA | prev. growth at @MetisL2 | a veces escribo | opinions are my own.
Trópico
Joined May 2011
I'm extremely excited to share that I have joined @Hyve_DA as Head of Ecosystem!. I've always pointed out the lack of protocols growing the pie and truly accelerating consumer adoption, so it makes me ecstatic to join a team who is precisely taking on that challenge and has all.
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CLOBs built using on AWS are centralized. CLOBs built using Celestia/EigenDA can’t scale. CLOBs built fully off-chain are not transparent, self custodial, or DeFi composable. That’s why we’ll see most CLOBs and data-intensive apps building on @Hyve_DA + @symbioticfi. Soon.
The ideal CLOB merges top attributes from CEXs (i.e. Binance) & AMMs (i.e. Uniswap). However, high data throughput, low latency, scalable economic security, & decentralization are required to do so. No data infra currently provides this, but Hyve + @symbioticfi will soon.
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Posted this 8 months ago. Still accumulating. @aave's TVL is at ATHs, up 60% from 2021's ATH, 24H fees are soaring, currently at $3M, but its MC is 35% away from ATHs. AAVE is a Top 10 token sitting at a $5B MC, and it's not far fetched to think it can hit $100B TVL this cycle.
The best way to make money as a trader is to find market inefficiencies. For example: Even though @aave will most likely turn on the fee switch for the first time very soon, $AAVE's MC is still trading 2.6x away from its ATH. However, probably not for long.
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Even with the recent Bitcoin rally, $LINK is up 26% vs BTC in less than 30 days. In terms of USD, LINK is up more than 50% in less than 30 days.
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Central Limit Order Books on AWS aren't far from Binance. Sadly, this is the norm for "on-chain" CLOBs. However, scalable economic security (@symbioticfi), a transient data storage, and the highest throughput/lowest latency will make @Hyve_DA the perfect catalyst for them. Soon.
Key Requirements for Decentralized CLOBs (3 min read). Everyone's talking about CLOBs, but the truth is not all of them will thrive. So, what do decentralized CLOBs need in order to stand out and compete with centralized/established alternatives?. Hint: @symbioticfi is included.
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Growing mindshare + start of bull market = ETH to $10K. It is inevitable.
$ETH has now flipped $BTC in mindshare. That happens rarely. Sentiment has been very bullish lately on $ETH. Mostly due to institutional adoption and ETH treasury companies.
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Ethereum owns the RWA sector. It has an aggregated 77% RWA market share when taking rollups in consideration. Claiming that Ethereum hasn't seen institutional adoption just shows lack of objectiveness.
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Remember what happened to the price of BTC after MicroStrategy started giga bidding?. The same will happen to the price of ETH now that @SharpLinkGaming has started giga bidding. Don't fight it. Embrace it.
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Clear example of how any token can be used as collateral on @symbioticfi's Universal Staking. @chainlink could give more utility to LINK by allowing BUILD protocols to secure their chains/apps with @stakedotlink's wstLINK (more incentives for LINK stakers). Why isn't this live?.
🧪 The $MANTA staking solution is now live on testnet. We’re validating full integration with @symbioticfi’s restaking system to ensure a smooth launch. Final step: audits—then mainnet goes live.
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The bias of crypto media companies won’t change the fact that the Ethereum ecosystem is murdering competition. - DeFi Dominance: Grew from 54 to 60% in last 60 days.- Stablecoin Dominance: 50% of stablecoin market.- RWA Dominance: 77%. ETH to ATHs by EOY.
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RT @Hyve_DA: Huge S/O to some of the top notch operators that have been with Hyve since Day 1, and we look forward to having with us for up….
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TVL on @aave is not the only key metric that is soaring. Daily fees have progressively grown since April, and have almost doubled, getting close to $2M/day.
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RT @Hyve_DA: ICYMI: Quick dive into Central Limit Order Books (CLOBs). Learn what are CLOBs, their key differences with AMMs, and some exa….
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ETH, AAVE, MKR, HYPE, PUMP. Different risk-reward profiles and different upside potentials, but these would probably be my top 5 picks, besides one more token. This cycle will likely prioritize revenue.
Okay, so if this is the start of an altseason, which coins are a must buy for making it in 2025?.
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RT @crypto_condom: This is wrong. $50b AUM makes @aave the 46th largest bank in the US not the 25th per the most recent quarterly assessmen….
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ICYMI: @aave is less than $1B away from reaching the $50B TVL benchmark. For reference, this would place Aave approximately as the 25th largest bank US.
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RT @jchaskin22: A year ago CNBC would bring on Pomp to talk about Ethereum. Now it's @fundstrat, @ethereumJoseph, @VivekVentures and o….
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I enjoy building @Hyve_DA because it can scale Ethereum and its apps without sacrificing decentralization or introducing new trust assumptions. This isn't the case for existing DAs, which are permissioned or a completely separate L1. Base layer alignment is not a meme.
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RT @lex_node: just block people like this, don't engage with them. absolutely miserable people with no ideals or dreams, no principles, who….
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