NoCap

[Chris Dixon @cdixon]

There’s a lot of talk lately about the possibility of a prolonged financial downturn, reminiscent of 2008. 2008 was a difficult time for many people.

[Britta Wetteskind @NoteToCare]

"The 12 Laws of Karma Everyone Should Know"

Thread

[Inflection Point @BWInflection]

DeFi 1.0 vs DeFi 2.0 by @pythianism:

DeFi 1.0 - Verticalized primitives (spot AMMs, borrow-lend, derivatives, insurances)

DeFi 2.0 - Horizontal finance (staking, MEV)

[sam.frax @samkazemian]

Saying “L1 tokens are different than app tokens” isn’t helpful.

If blockspace will never be valuable, it’s the same token go up nonsense. For ex, $FXS is profitable even if it was an L1. Having its own chain shouldn’t absolve it of the same standards.

This needs to be said more

[NoCap @0xNoCap]

@matthuang Whoa

[Edgy - The DeFi Edge 🗡️ @thedefiedge]

The DeFi Edge Compendium
February 2022

Here's a list of all the threads and content I wrote this month.

Grab a cup of ☕ and enjoy!

• Risk frameworks
• Avax gems
• DeFi tools
• Profit-taking strategies
• Cognitive biases
• & more

🧵

[NoCap @0xNoCap]

ETH2.0

Wordle 229 3/6

⬜🟨🟩⬜⬜
⬜🟩🟩🟨⬜
🟩🟩🟩🟩🟩

[Jack Niewold 🫡 @JackNiewold]

ve(3,3) could change DeFi forever.

@andrecronje, @danielesesta, and @FantomFDN have banded together to create a new, secretive, and highly anticipated project.

Here's a thread of everything we know (and some speculation) on the protocol:

Also, how to play the trade: 🧵👇

[NoCap @0xNoCap]

@HsakaTrades Kek

[NoCap @0xNoCap]

NGMI

[0xDaedalus 🐡 🍊 @Bastionnarg]

@danielesesta Ser when $ICE AMA...

[Trey Songz @TreySongz]

$wgmi

[Fred Ehrsam @FEhrsam]

Web2: Centralized won because people value convenience.

Web3: Decentralized will win because people value ownership.

[NoCap @0xNoCap]

@danielesesta wen $COKE ser?

[NoCap @0xNoCap]

2035 regret

[𒐪 @SHL0MS]

this fucking take lmao

[NoCap @0xNoCap]

@Tetranode 🌚

[Ming Zhao @FabiusMercurius]

Yield Farming is a Misnomer

There. I said it.

Earning yield/ "LP"ing is marketed as "passive income" as if risk-free, but in fact that's a traitorously inaccurate sales pitch for what it ACTUALLY is:

Covered options writing.

An exposé on the real risks & returns👇.

🧵/

[Daniele 🟧 ( Meme Quant ) @danielesesta]

Wen everyone will realise that competition doesn’t exist and there is so much space for everyone to thrive, DeFi will dominate and become the engine of financial freedom. I support all of you including the ones that don’t like me. #OccupyDeFi