Izzy Bagi

Growth & BD | @Panoptic_xyz

[Izzy Bagi @IzzyBagi]

🤌🤌🤌🤌🤌🤌

[GEE-yohm LAMB-bear @guil_lambert]

The @Panoptic_xyz PLP vault is Uniswap LPing upgraded to be +EV:

- It provides liquidity in UniV4
- Dynamically hedges delta exposure
- Targets high utilization strikes w/ fees >20% higher than UniV4

Dynamic hedging reduces IL to ~0, a high utilization strikes mitigates LVR.

[Ayômîde 🧢 @Haryormdey4u]

If I send you this, just know I took matters into my own hands and made things so much worse

[Panoptic @Panoptic_xyz]

𝐈𝐧𝐭𝐫𝐨𝐝𝐮𝐜𝐢𝐧𝐠: 𝐏𝐚𝐧𝐨𝐩𝐭𝐢𝐜 𝐕𝟐 🟣

The DeFi Yield Platform. Lend. Borrow. Earn. Trade options. All in one app.

Try it now at https://t.co/d4fKBtC7Ez

Built for capital efficiency. Built for volatility. Built for what’s next.

[GEE-yohm LAMB-bear @guil_lambert]

You can extend that beyond propAMMs to lending as well:

Any lending protocol that relies on external price feeds is just TradFi with extra steps to make it onchain.

Why borrow against your equity if that equity can’t be valued outside of trading hours?

[GEE-yohm LAMB-bear @guil_lambert]

Here's how to do it on Panoptic using AMM LP positions in the SPCX-CURSOR Uniswap pool.

[GEE-yohm LAMB-bear @guil_lambert]

It’s kind of funny that Vitalik is getting interested in options.

Vitalik (and friends) invented AMMs . Little did he know that the LP side of AMMs is an options protocol.

Welcome home, Vitalik.

Panoptic

[Panoptic @Panoptic_xyz]

For decades, investing in exciting private companies meant buy and wait.

No yield, volatility trading, or weekend markets. Today, that changes.

Users can now access $SPCXx, a tokenized representation of @SpaceX, and trade it onchain 24/7 on Panoptic V2.
Start Here: https://t.co/IiK9jkBBGT

[Izzy Bagi @IzzyBagi]

@rasmr_eth

[Panoptic @Panoptic_xyz]

Everyone talks about tokenizing assets. Especially now with the upcoming IPO of @SpaceX.

Almost nobody talks about tokenizing the markets around those assets.

Spot trading is only the first layer. Then comes lending & borrowing, followed by options & volatility trading.

If we want to build a financial ecosystem onchain we cannot stop building after @HyperliquidX's success with perps. Tokenizing assets is step one. Tokenizing financial infrastructure is step two. We need permissionless markets onchain where people can borrow, lend, hedge, speculate, and trade volatility. That's the infrastructure we're building at Panoptic.

[Panoptic @Panoptic_xyz]

https://t.co/psxWpuW6KC

[GEE-yohm LAMB-bear @guil_lambert]

https://t.co/Fk65tLj07A

[alli @sonofalli]

3 coffees no lunch

[死 @humanxmaybe]

i hope this email kills us both instantly

[Izzy Bagi @IzzyBagi]

@Panoptic_xyz @steerprotocol 🧑‍🍳🧑‍🍳🧑‍🍳🧑‍🍳

[Boring_Business @BoringBiz_]

Watching AllBirds stock be +430% after announcing a pivot from being a shoe company to a GPU as a service AI company

[Panoptic @Panoptic_xyz]

More breathtaking views from the back of Artemis II.

[Izzy Bagi @IzzyBagi]

🤫

[Panoptic @Panoptic_xyz]

Sometimes things become real before they become official.

[Panoptic @Panoptic_xyz]

The Panoptic Liquidity Provider Vault. Coming soon! 👀

[Izzy Bagi @IzzyBagi]

true story was there

[Clouted @CloutedMind]

usdc team in cannes right now while the drift hacker takes 3 hours to bridge and swap all the $270m

[Izzy Bagi @IzzyBagi]

@NewtypeTrades @Panoptic_xyz @jpegtrading @EthereumDenver 😂😂😂