Sumcap

Research, conviction & capital as catalyst. Σ DeFi-native yield fund.

[Sumcap @Sumcap]

https://t.co/CZglReYxF2

[Subvisual @subvisual]

Thank you to everyone who showed up for Braga Blockchain yesterday for honest talks around the Web3 space and what is and isn't true nowadays.

A special thanks to @polpedu for sharing his take on HIP-4, Polymarket, and who decides what's true on-chain.

See you at the next one! 🚀

#Web3 #Blockchain #BragaBlockchain

[Sumcap @Sumcap]

@symbioticfi 👀

[Sumcap @Sumcap]

We break it all down: yield sources, waterfalls, redemption design, incident response, and composability.

Full piece: https://t.co/Bd8WJ3PmVQ

[Sumcap @Sumcap]

Two protocols can run the exact same strategy and hand you completely different risk.

The difference is tranching.

A thread 🧵

[Sumcap @Sumcap]

https://t.co/CZglReYxF2

[Sumcap @Sumcap]

The harder question is still open.

When tranche tokens become collateral elsewhere, gates and cooldowns collide with money markets that need to liquidate fast.

Both can work alone. Together, one is usually wrong during stress.

[Sumcap @Sumcap]

@PlasmaZH @Plasma @PlasmaFDN 谢谢 🙏

[Sumcap @Sumcap]

@SiloFinance 🫡

[Sumcap @Sumcap]

@Moomsxxx @strata_markets 🫡

[Sumcap @Sumcap]

@rmdmac 🤝

[Subvisual @subvisual]

One week to Braga Blockchain at our office.

@polpedu (@Sumcap Labs) on HIP-4 vs Polymarket and what happens when two protocols can't agree on the truth.

📅 June 3 · 18:20.

RSVP through the link in bio 👆

#bragablockchain #web3

[Sumcap @Sumcap]

@danbuildss @Plasma @oobit Last week was Plasma One’s biggest cashback week yet, drive by new referred users that are increasing spending volume.

Worth to keep an eye on the stats:
https://t.co/u5gSHXfXvw

[Sumcap @Sumcap]

@TradingAsASport @Plasma P1 growth is seriously impressive 🔥

We invite you to watch it live: https://t.co/u5gSHXfXvw

[Sumcap @Sumcap]

@proofofnathan Trillions.

[Sumcap @Sumcap]

@pauliepunt XPL cashbacks are scaling nicely with a steady ramp-up, last week was the biggest yet with 93,798 XPL distributed to recipients!

Total distributed now at 214,319 XPL. Cashbacks are clearly growing with Plasma One usage. 📈

Full dashboard & leaderboard: https://t.co/u5gSHXfXvw

[Sumcap @Sumcap]

@0xVishnya Where would you place Plasma One? 👀

[Sumcap @Sumcap]

@funcry $XPL cashback last week was 93,798 (214k cumulative total distributed so far).

Excited to see how it progresses towards the public launch 👀

Live Dune dashboard: https://t.co/u5gSHXfXvw