kugusha.eth 🦋
@kugusha
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growth @MorphoLabs | consistently curious
Paris
Joined January 2018
joining @MorphoLabs was the single best decision i made this year. 2025 will be fucking amazing 🦋.
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Have I already mentioned that you should never sell BTC? . Powered by yours truly $2B on Base protocol @MorphoLabs and it’s a new day one this week 🦋.
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RT @upshift_fi: On Wednesday 6.30pm UTC, we're discussing the state of tokenization and composability in DeFi. RSVP: .
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fun fact: my final interview to join Morpho was on the same exact day when we went live on Base. $2B in one year, higher 🦋.
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EthCC belongs in Cannes . proof of developed film that was paid w @DeblockApp card & @MorphoLabs yield
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"Hey Alex! It was a pleasure meeting you in Cannes! Let's keep the momentum and hop on a 30-min call to discuss. "
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RT @PaulFrambot: Morpho V2 has been specifically designed to price any risk premium for any loans, as an output of market forces :). Will….
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long: concentrated bets and high conviction .short: chasing narratives and funding clones.
In the era of faster information transmission, the only edge is bet sizing. Crypto round 3 means you either go all in on the asset with highest conviction or you split your focus elsewhere. Full-port conviction.
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never sell BTC.
Crypto-Backed Loans by @coinbase on @MorphoLabs has now originated $500M in just 5 months 📈. Onchain lending is no longer a niche—it’s a robust financial system with PMF, and billions of more capital is coming onchain. It's clear that the DeFi Mullet is here for good.
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RT @TheiaResearch: Prediction markets in media will go a long way towards restoring the trust of the public. The more ideological publicati….
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developing the film from Cannes. Paid with EUR yield from @DeblockApp card, powered by @MorphoLabs. pmf?
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you only need to get lucky once & you have ~ 2,5k chances per year. napkin math attached.
@kugusha @cryptoseneca Ran a quick sim. On the lower end of the math range — . ### **2. Total Moments at Various Frequencies** .Assuming **7 decisions/day** and no compounding effects (path dependencies are counted as separate moments): . | **Timeframe** | **Days** | **Total Moments** |.
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the silver lining from all the EthCC conversations: great teams want to work with great teams and win together. pvp takes you only so far. higher 🦋.
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