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DeFi degen.
@beefyfinance enjoyer //
Building @capmoney_

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@defidave @Benjamin918_

[cap @CapApp]

The State of Cap has never been stronger.

When we launched our platform, our goal was to scale onchain credit capital markets. As we reach the halfway point of the year, that has started to become a reality and it's only accelerating.

Here's where Cap stands today 🧵

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Found someone suffering from delusions

[Cap Labs Limited @caplabslimited]

Get some rest everyone, it’s going to be a big day tomorrow 🧢

[MegaETH @megaeth]

"Verifiable Money" | @CapApp

Cap is a three-sided platform for USD yield, private credit, and financial guarantees.

Swap, Hold, Use or LP cUSD or stcUSD on Mega.

[cap @CapApp]

Cap continues to deliver competitive yield.

Not only does Cap deliver consistent yield month after month, it also has principal protection for all depositors.

High yield. Principal protection. That's Cap 🧢

Source: @stablewatchHQ

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Taxation is theft

[cap @CapApp]

Cap is not affected by the Vercel security breach. Our infrastructure is not deployed on there. We're monitoring the situation and will update if necessary.

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Guys who wants to hear my ethcc recap

[Benjamin @Benjamin918_]

My own @EthCC recap

General take: the tourists are gone, and those that are left are focused & working hard. This is how I like to see our industry

Topics that came up a lot:

1) TradFi looking to DeFi mostly for the purpose of getting yield or liquidity for unproductive and/or illiquid assets. Good opportunity for headline partnerships

2) Crypto VCs are in a bear market, but Fintech VCs are rushing to DeFi. Those Fintech VC's have very different rubrics & most don't want projects to launch tokens

3) Job market is bad, in almost all industries. Projects with runway have a good chance of making dream teams by scooping up talent from both DeFi and TradFi

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bruh @1inch let me sell my bags

[Noah @NoahKingJr]

You accidentally say "Hello" to Claude and it consumes 4% of your session limit.

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@ZukoWick All the people here so bullish I thought it go up

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I thought ethcc was supposed to pump my eth

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@Benjamin918_ @defidave DefiDave exploit still unpatched

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That's my head of growth

[The Flâneur of Bushwick @defidave]

What the fuck did you just fucking say about my cUSD peg, you little shit? I'll have you know I graduated top of my class in the Ethereum Foundation, I've been involved in numerous secret liquidations on Aave, and I have over 300 confirmed CDP closures. I am trained in delta-neutral warfare and I'm the top keeper bot in the entire DeFi ecosystem. You are nothing to me but just another undercollateralized position. I will liquidate you with precision the likes of which has never been seen before on this blockchain, mark my fucking words.

You think you can get away with looking at a CoinGecko chart and calling it a depeg? Think again, anon. As we speak I am contacting my secret network of MEV bots across every L2 and your wallet is being traced right now so you better prepare for the storm, maggot. The storm that wipes out your pathetic little "analysis." You're fucking rekt, kid. I can be on any chain, in any block, and I can arb you in over seven hundred ways, and that's just with my bare hands.

Not only am I extensively trained in Curve pool mechanics, but I have access to the entire arsenal of the Maker PSM, Aave e-mode, and Liquity's hard peg redemption mechanism, and I will use it to its full extent to wipe your miserable thesis off the face of DeFi, you little shit. That CoinGecko price you're looking at? That's not real liquidity. That's some 0.3 ETH Uni v2 pool some intern spun up. The REAL price is the 1:1 instant redemption window. The same mechanism that lets LUSD sleep at night while UST holders were staring at a terminal at 3am watching their life savings go to zero.

If only you could have known what unholy retribution your little "depeg" tweet was about to bring down upon you, maybe you would have held your fucking tongue. But you couldn't, you didn't, and now you're paying the price, you algorithmic stablecoin-brained idiot. 1 cUSD = 1 cUSD. Few understand this. Not your CoingGecko price, not your thin DEX liquidity, not your paper hands. None of it changes the redemption price. The protocol redeems at 1:1. Not "eventually." Not "if conditions are met." Instantly.

I have never said the peg is safe. I said the peg WILL BE safe. And unlike Ethena printing an "Internet Bond" backed by funding rates that go negative in a bear market, unlike DAI quietly loading up on RWAs and praying the T-bill yield holds, unlike Stream USD leveraging up 10x and watching the NAV crater while retail bagholders asked "but the deposits are real right?“. cUSD has one redemption window and it says dollar in, dollar out.

You're fucking NGMI, kiddo.

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@charcoded I mean would that be a bad thing

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@realgigiyip @defidave I work with defidave.

[Abhishek B R @abhitwt]

Life after switching from ChatGPT to Claude.

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@defidave this u?