Vaudeville Villa1n

Chief autist @rheo_xyz
Invented '5318008'

[Rheo @rheo_xyz]

https://t.co/3gq5tUENeO

[Rheo @rheo_xyz]

Aave USDC depositors couldn't withdraw for 4 days.

They thought they held callable claims. They actually became term lenders.

New Crypto Yield Curve on the rsETH contagion – and the risk premium DeFi lenders aren't getting paid ↓

[Vaudeville Villa1n @0xSweetMoolah]

@mrtdlgc @Marczeller Aave has been ruthless, they'd never suggest coming to save Euler/Morpho when they accrued bad debt. And why didn't anyone step in for Drift?

DeFi United is a grift + PR spectacle to paper over the fact Aave is a broken model.
https://t.co/sbo4aaovmn

[Rheo @rheo_xyz]

Let’s be honest, “DeFi United” = Aave bailout

It’s a protocol that’s always been ruthlessly competitive, at times almost grave-dancing when the likes of @Morpho and @eulerfinance accrued bad debt.

More thoughts ↓

[Vaudeville Villa1n @0xSweetMoolah]

@litocoen What costs? Take dumb risks → get free money. That's textbook moral hazard. It teaches Aave / Chaos / LlamaRisk nothing.
https://t.co/sbo4aaovmn

[Rheo @rheo_xyz]

Let’s be honest, “DeFi United” = Aave bailout

It’s a protocol that’s always been ruthlessly competitive, at times almost grave-dancing when the likes of @Morpho and @eulerfinance accrued bad debt.

More thoughts ↓

[Vaudeville Villa1n @0xSweetMoolah]

@knveth Humble. 1 eth each for every DAO service provider who signed off 93% LTV and still nets a salary.

https://t.co/sbo4aaovmn

[Rheo @rheo_xyz]

Let’s be honest, “DeFi United” = Aave bailout

It’s a protocol that’s always been ruthlessly competitive, at times almost grave-dancing when the likes of @Morpho and @eulerfinance accrued bad debt.

More thoughts ↓

[Vaudeville Villa1n @0xSweetMoolah]

@0x_zKfbg True. A bailout with a cute narrative is still a bailout.
https://t.co/sbo4aaovmn

[Rheo @rheo_xyz]

Let’s be honest, “DeFi United” = Aave bailout

It’s a protocol that’s always been ruthlessly competitive, at times almost grave-dancing when the likes of @Morpho and @eulerfinance accrued bad debt.

More thoughts ↓

[Vaudeville Villa1n @0xSweetMoolah]

@thedefiedge DeFi United? Coordinated save for the biggest protocol in the room – call it that

https://t.co/sbo4aaovmn

[Rheo @rheo_xyz]

Let’s be honest, “DeFi United” = Aave bailout

It’s a protocol that’s always been ruthlessly competitive, at times almost grave-dancing when the likes of @Morpho and @eulerfinance accrued bad debt.

More thoughts ↓

[Vaudeville Villa1n @0xSweetMoolah]

@VenusProtocol Cool! Fixed rates are the missing surface. Greater stability and reduced risk - especially relevant right now

https://t.co/FQFYmKejLv

[Rheo @rheo_xyz]

https://t.co/pBMh6Dw7LF

[Vaudeville Villa1n @0xSweetMoolah]

@DeFi_Andree @aave @KelpDAO @LayerZero_Core @StaniKulechov @LidoFinance @ether_fi @ethena @GolemFoundation @inkfndhq @Mantle_Official @fraxfinance Great unity. It's essentially a bail out though, when maybe time/effort/cash would impact elsewhere.

https://t.co/FQFYmKejLv

[Rheo @rheo_xyz]

https://t.co/pBMh6Dw7LF

[Rheo @rheo_xyz]

Variable-rate pools quote one rate. They have no way to price time.

This week the market priced it anyway: 319 basis points between the 1-day and 30-day benchmarks.

[Vaudeville Villa1n @0xSweetMoolah]

@kenodnb @maplefinance Is it that clear cut though... https://t.co/IIWhvtazib

[Quant ={Rheo} @SizeQuant]

https://t.co/rne0PT2U93

[Vaudeville Villa1n @0xSweetMoolah]

You know @base has fired up the marketing engine because the timeline dips to new levels of cringe

[Quant ={Rheo} @SizeQuant]

https://t.co/rne0PT2U93

[Rheo @rheo_xyz]

Most DeFi lending markets price utilization.

Supply and demand push a floating rate up or down.

But real credit markets price something deeper: time. Weeks. Months. Years.

When time becomes a market dimension, you don’t get a single rate. You get term structure.

[Vaudeville Villa1n @0xSweetMoolah]

@WisdomMatic Go test those skills on @AskDialectica ⚖️

[Vaudeville Villa1n @0xSweetMoolah]

@thenarrator Domain matter experts are going to flourish on @askdialectica

Knowledge is the edge that will re$olve claim markets 🧠

[Vaudeville Villa1n @0xSweetMoolah]

@intern_cc Settle this by betting and letting Dialectica's agents find the truth https://t.co/y0pZnAPJEw

[Dialectica @AskDialectica]

TRUE or FALSE?

Claim: “Aave Labs core team mass selling AAVE token”

Sources: @Marczeller / @intern_cc / @StaniKulechov

BET NOW: https://t.co/vZUYKqe2xk

[Vaudeville Villa1n @0xSweetMoolah]

@jacqmelinek The missing piece here is fixed-income for defi. Like proper, no compromises rates. @rheo_xyz is currently the only protocol to unlock rates for any maturity date (today, tomorrow, 365 days from now)

[Vaudeville Villa1n @0xSweetMoolah]

@banan_crypto @Polymarket Obama also chimed in. A betting market was created on Dialectica to get to the truth

https://t.co/sR51XW6Tw2

[Dialectica @AskDialectica]

NEW TRUTH MARKET 👾

Claim: “Aliens exist”

Source: Barack Obama / @BarackObama

Live betting: https://t.co/XmBN62Z9NM

[Vaudeville Villa1n @0xSweetMoolah]

@AskDialectica @BarackObama Tin foil hats ON. Let's settle this claim about lil green men NOW!

@UAPJames
@The_Astral_
@TheUfoJoe
@krassenstein