Adam

Cynical optimist. The world is shifting, and the opportunity is right in front of us. Pay attention.

[Aylo @alpha_pls]

There's going to be a painful reckoning one day for people that spent years in crypto, but didn't really believe in the tech or have any actual conviction.

They are gonna wake up in cold sweats thinking about how they continually traded mid cap vapourware for a quick flip whilst the crypto asset class went to 100T, and they somehow only managed to make enough money to afford a terraced house in the suburbs.

Play fast money games by all means, but do not miss the wealth transfer that's playing out at the same time. Return to value and hold some spot for the long run.

Many people are going to suffer from being too early, and miss the actual adoption run because of a limited set of historical data points that conditioned them to believe everything was a scam.

[DCinvestor @DCinvestor]

imagine a system where anyone can trustlessly loan anyone else money without a rent-seeking intermediary in the middle

where you don't have to ask a bank for permission in order to borrow

where borrowers get the most efficient rates possible, backed by trillions of dollars of pooled capital from around the world, creating the largest lending pool(s) in the world

where you are not bound by the financial conditions in your home country

where all loans and their collateral backing are 100% transparent

where the borrower cannot steal your money and the lender cannot steal your collateral

where other obligations on either of their books cannot affect these loans if they otherwise go bankrupt

you don't have to imagine

this is the world being built on Ethereum DeFi, and it is legitimately world-changing innovation

[Captain Rational 🧮📐✏️ @noahseidman]

Still one of the greatest memes, Magic Internet Money as a stable coin. Congress was literally talking about it. Now we have Money as a dollar stable coin also. Nothing more bullish than memes dealing with money.

[Captain Rational 🧮📐✏️ @noahseidman]

Where we are: https://t.co/HxkSvcFBKs

Where we are heading. Broad strokes, of course.

[Adam @AdamAlexander__]

@blknoiz06 $TAP - DeFi is dead, long live DeFi

@twMattt and @ubenjammin2 have built something extraordinary with @tapioca_dao

[Grant @Grantblocmates]

Every piece of @tapioca_dao content you would ever need.

🧵

[Adam @AdamAlexander__]

Never go all in and never spread too thin is a wonderful rule...

But it's damn tough to follow when Tapioca price is < LBP and market sentiment on DeFi is 💩

Excited to see what @tapioca_dao turns into.

Great write up by @blocmates - https://t.co/BfjiE52BwQ

[Adam @AdamAlexander__]

@MustStopMurad What tool is this?

[Adam @AdamAlexander__]

@0xgank @frog_e_nomics Agree it’s a fairly safe bet. But ve(3,3) and tapioca stuff arguably improved the ponzinomics even further

[Adam @AdamAlexander__]

Since 2021, I've been following Noah's streams on crypto and finance, and they're game-changers. IMO it's the best free education in the space.

They’re not just informative—they've reshaped how I approach the markets, offering a sustainable strategy and peace of mind.

All it costs is your time (and brain power 😉). Dive in, learn, and invest in yourself. Secure your families future.

Huge thanks to Noah for making this possible.

[Captain Rational 🧮📐✏️ @noahseidman]

630 streams, at least 1 hour per stream most recently, zero ads, zero revenue from YouTube.

https://t.co/I2Se2BjOMh

[Adam @AdamAlexander__]

Looks like $FRAX collateralization ratio (CR) just hit 100% 👀

@fraxfinance likely soon paying juicy yields via $FXS and $cvxFXS 🚀🖨️

https://t.co/lq92TqLnRw

[Adam @AdamAlexander__]

@KeithSingery @0xMikeMikeMike So to maintain quality of service at scale for free, they need a never ending queue of buyers to sustain price. Which feels a little weird? Can you help me understand if there’s something im missing? I understand we are still very early but is there another vision of this?

[Adam @AdamAlexander__]

@KeithSingery @0xMikeMikeMike If so, this means that the more users there are the more tao miners will have to sell to fiat to pay bills. Sell pressure.