First big retraction since TGE
Some earliers has disembarked. Along with that are new holders with new entries. And surely they won't sell at the current price
Time to buy the dip
Tycho Community Call 2 🔥 - Wed Apr 9, 2-3pm GMT!
Market makers, solvers, and devs, discover how Tycho gets you more orderflow.
Get alpha from @unichain, @EkuboProtocol, learn about Tycho Solana w @TokkaLabs, and more!
Register: https://t.co/ePTUl4TEwM
Not your average DEX talk.
In this new episode, @sendmoodz and @bsturisky join @robbie_rollup to unpack TWAMMs, appchains, and why building on Starknet changes everything.
One of @sendmoodz ’s peak episodes 🙌
NEW EP: Uniswap, Ekubo, and the Rise Of Innovative DEX Designs
Most DEXs focus on new features, but what if they focused on fundamentals instead?
In today’s episode, @robbie_rollup sat down with @sendmoodz, CEO of @EkuboProtocol and @bsturisky of @Starknet to cover:
> Can a DEX really mine its own function selector to save gas?
> Why Moody bet on Starknet over Ethereum
> Are Appchains a trap?
> TWAMMs
> What happens when ETH and BTC liquidity settle on the same rollup?
Full episode links below.
Timestamps:
00:00 Intro
00:45 Mantle Ad
01:29 Moody and Benjamin Intros
06:34 Fundamentals of Hooks
09:38 Starknet's Appeal
12:51 STRK BTC Implementations
17:29 Ekubo Optimization
21:30 Why Build Ekubo?
23:40 Ekubo: Better Pricing & Efficiency
25:21 Potential Appchain?
27:44 Frax Ad
28:08 RedStone Ad
30:20 Understanding TWAMM
37:46 StarkNet Ecosystem Predictions
New Proposal by @0x_TEU : Add Clutch Town as a Growth Unit for @EkuboProtocol
From intern’s perspective, @EkuboProtocol has already built the Best AMM of All Time. It now needs a growth engine to match and fuel the next phase of EVM adoption.
The detailed proposal from @0xTEU is below 👇. Take a look and get ready to vote.
Voting begins in 22 hours. Your voice matters. 📥
👉https://t.co/BEf5WsNSGt
Most of our team has been working full-time since the beginning of the month to prepare this proposal 🫡
👉 https://t.co/bkp3F5aN8H
It’s been revised based on feedback from discussions on Discord. I’ve added a 3-month trial period for Clutch Town and restructured parts of our overall plan to ensure we can deliver clear results by the end of Q2.
Original proposal & work updates: Confirm Clutch Town role in DAO: https://t.co/9XWhkauCuu
Ekubo Growth Direction on Ethereum – Q2 2025: https://t.co/hU6ZAHLfjy
‼️ JUST IN: @EkuboProtocol TWAMM is coming to mainnet this week
This powerful upgrade unlocks new use cases on @EkuboProtocol , including DCA strategies, token launches, treasury swaps, or token buybacks.
On @Starknet , Ekubo DAO has already used TWAMM across all these scenarios and helped drive much of $EKUBO ’s early momentum.
Now it’s coming to mainnet.
If you haven’t looked into TWAMM and $EKUBO yet, this is your cue.
Super bullish on TWAMM.
TWAMM is coming to mainnet this week, and it's a big upgrade to Ethereum DX
With Oracle + TWAMM you will be able to check the price of any asset pair, and trivially convert between assets from smart contracts
Especially useful to create onchain market making strategies 💫
current numbaas:
- 3M UNI ≈ $18M
- 2M EKUBO (20%) ≈ $14M
On paper, it still looks like a good decision for Uniswap.
But if this proposal had passed back then, @EkuboProtocol wouldn’t be a fair launch project. There wouldn’t have been a low initial valuation to rally such a strong, loyal community early on.
Ekubo’s long-term potential is still massive.
2M EKUBO > 30M UNI someday. Mark my words.
in the end, it was a goated decision by @sendmoodz.
3M UNI tokens vs. 20% of Ekubo's supply.
current numbaas:
- 3M UNI ≈ $18M
- 2M EKUBO (20%) ≈ $14M
market comparison:
- Uniswap Market Cap: $4B ($6.8B FDV)
- Ekubo Market Cap: $70M ($70M FDV)
that's a ~100x difference (FDV)
ofc Uniswap remains the OG of AMMs, but I don’t see any major growth catalysts there. Ekubo, however, has plenty.
also, thanks to this rejection, Ekubo became the first protocol to break the “low float, high FDV” curse, delivering one of the fairest token launches we've seen in ages. If the Uniswap DAO wants Ekubo shares, they can simply buy them on the open market.
i'm currently cooking the most in-depth article on Ekubo. Unfortunately, I don't have a lot of free time to focus on it, but I'll ship it ASAP.
Ekubo protocol is simply too bullish to let you all sleep on it