Kendall Crist

Building with @0xjaypaul

[Kendall Crist @KendallCrist]

@leeky_k_crypt This happens at the start of every quarter. It will likely retrace to ~$4.4M per month in November and December

[Kendall Crist @KendallCrist]

@Voyager4IR @chainlink Are you satisfied with the updates coming and their timeline?

[Kendall Crist @KendallCrist]

@ChrisBarrett Data shows the start of every quarter the reserve addition jumps above $5M. This quarter start is actually slightly less than last quarter’s start.

I’d like to see it not fall back to ~$4.4M next month (which it historically does).

[Kendall Crist @KendallCrist]

@josefabregab I’m not fully educated on the $AERO buy back approach, but the dependency on others to lock is why I prefer the burn approach $UNI has taken. Supply only goes down assuming no 2% DAO mint

[Kendall Crist @KendallCrist]

@StaniKulechov @AsadIshmael Do it!

[Kendall Crist @KendallCrist]

@ChainLinkGod @Zedzies Burn the LINK in the reserve

[Kendall Crist @KendallCrist]

@jaypaul 100% - Appreciate the optionality of the reserve for future ecosystem development but CL is either a $100M business that should be able to support this on their own or its not. ethereum:0x514910771af9ca656af840dff83e8264ecf986ca came from dust, it should go back that way.

[Kendall Crist @KendallCrist]

This is just one FinTech company. Every Robinhood clone globally has got to be looking at the success here and thinking “why not us too”

[Michael Nadeau | The DeFi Report @JustDeauIt]

Robinhood buying a ton of ETH seems like an obvious move at this point.

They'll likely make $ on it for their balance sheet + it will pay for itself many times over in terms of the marketing and onchain activity it would likely spark.

As I think more about ETH for this cycle, this is probably the bull case nobody is talking about. Not the SOV narrative. Just institutions deploying/building and then "signaling" to the community with ETH purchases.

That could be quite reflexive during "risk-on" conditions for crypto.

[Stani @StaniKulechov]

Aave V4’s modular lending architecture represents the next generation of lending protocols.

Its hub-and-spoke design can support virtually any credit use case.

Through Babylon, users can leverage native Bitcoin as collateral to borrow from Aave.

Aave V4 is designed to power lending markets for native assets, securities, and a wide range of credit use cases, both existing and yet to be imagined.

[seb @defisebs]

Welcome @Bitwise to @Aave Horizon.

Over $120 million of Bitwise Crypto Carry Fund shares are currently being used as collateral on Horizon borrowing stablecoins at under 3%.

[Kendall Crist @KendallCrist]

A classic @JustDeauIt bottom signal

[David Hoffman @TrustlessState]

Has there been a huge vibe shift in CT over the last 2 weeks, or was that just me selling the last of my ETH

[Kendall Crist @KendallCrist]

@ChrisBarrett How does pricing for proof of reserve work?

[Aave @aave]

After incorporating community feedback, the ARFC for the Aave Will Win Framework has been published.

Aave Will Win is an alignment framework from Aave Labs that directs 100% of product revenue to the Aave DAO treasury under a token-centric model.

[Kendall Crist @KendallCrist]

@y_nabih @stripe Source on the 3% AI agent tax?

[Kendall Crist @KendallCrist]

Privy was acquired by Stripe last year.

[Aave @aave]

Today, @privy_io announced Privy Earn.

It will allow fintechs and apps building on their wallet infrastructure to offer Aave yield to their users.

[Emilio^ @The3D_]

The V4 activation proposal is public. We are finally at the finish line 🔥🔥

https://t.co/PAAuKGSGtq

[Stani @StaniKulechov]

Aave Labs is strengthening its Product and Enterprise Sales teams, and we’re hiring with open roles!

Senior Product Designer
Staff Design Engineer
Senior Design Engineer
Staff Smart Contract Engineer
Product Marketing Manager

Sales Engineer
Director of Enterprise Sales and Partnerships
Business Development Associate

We’re a product-driven company focused on bringing DeFi to millions of users and institutions around the world by building the most compelling DeFi products.

Apply at https://t.co/swBYpWiV1f

[Kendall Crist @KendallCrist]

Founder Mode

[Stani @StaniKulechov]

https://t.co/V34mcJ0iIn

[Zach Rynes | CLG @ChainLinkGod]

$LINK is the exclusive asset for direct exposure to the success of @Chainlink

Unlike other projects that have sold both tokens and equity to investors (creating conflicting economic interests), Chainlink is not driving value to any equity and there is no IPO—there is only $LINK

Any claim or perception that the goal is to maximize the value of Chainlink Labs at the expense of, or in isolation of, LINK holders (e.g, Ripple stock vs XRP) is dead wrong

There's no better proof in this than how Chainlink Labs employee compensation works

Employees do not receive equity, they receive base comp in local currency and a long-term incentives program tied to $LINK

Interests are fully aligned via direct skin in the game

Think about it, any detrimental action toward LINK holders would directly impact the CLL employees building the protocol as well, makes no sense

Some of the largest $LINK whales I personally know work for CLL, there is an shared interest in seeing the token do well

Fundamentally, we are all in this together