██Capt.████ 🦇🔊

Pee pee poo poo

[qqdqd @imqdee]

You can no longer access your favorite dApps because your address has been blocked? 🛑

Today I'm happy to announce pineapple 🍍, a browser extension that intercepts and mock requests made by dApps to check if you are sanctioned or not

[Hasu⚡️🤖 @hasufl]

8. crypto is full of bad projects that only exist to dump on retail, but that doesn't make it ok to support them. the fact that ghost chains like etc still exist does not vindicate that point.

[Lao Bai @Wuhuoqiu]

总结下，Defi的趋势可以这么形容

1. Uniswap，AAVE，Curve等一代Defi已经名义上成为真正的基础设施，去年的所谓Defi2.0基本被证伪，真正的下一波Defi2.0可能是像Rage Trade，Morpho Labs这种基于一代Defi做的“叠加型”项目，或是Synthetix V3，TraceDao这种可以以合成资产方式触及链下与圈外世界的风格

[Lao Bai @Wuhuoqiu]

4. Synthetix V3和TracerDAO这种，理论上只要预言机支持就可以做世间万物（略微夸张）的合成金融衍生品或是合成杠杆代币的。

本来还有个Overlay Protocol，类似上面两个，然后更激进，利用AMPL那套Rebase系统连对手盘都不需要了，结果关注了1年半还是个最原始的测试网，进度慢到炸裂，我都想取关了

[TechFlow 深潮｜APP 已上线 @TechFlowPost]

10/无论是Celsius还是BlockFi，所有类银行商业模式公司的破产，都来源于流动性危机，
一、坏账亏损。
关键看坏账规模，最坏的情况就是巨额亏空，资不抵债。
二、流动负债与非流动资产错配。
负债端的期限较短，比如活期存款；而资产端的期限相对较长，比如长期贷款。
三、提款需求增加，流动性减少。

[Elon Musk @elonmusk]

Only thing more remarkable than DOJ not leaking the list is that no one in the media cares. Doesn’t that seem odd?

[Jason Choi @mrjasonchoi]

5/ While the $ATOM ecosystem was not spared by the bear market either, it seems to be the most defensive price wise across most L1s.

Not entirely sure why. Some suggest lower VC participation but have not verified? Worth digging into.

[Arthur Gousset @arthurgoussetx]

If you're interested, I'm collecting lessons from VCs on operating in a downturn, includes:
- @paradigm
- @craftventures
- @ycombinator

Collecting these out of curiosity and for historical purposes. Might be interesting some day.

🔗 Source: https://t.co/hJV08iF9QV

[Alex Svanevik 🐧 @ASvanevik]

employees not users lol

[charlie marketplace @charliemktplace]

Why should LINK's price go up?

In a (micro)economy lower unit value allows more people to be in the economy.

There's a reason USD is weaker since 1970 but MORE dominant globally.

Lower price per activity = more activity.

LINK needs a 2nd token for value accrual IMO.

[Rob Paone @crypto_bobby]

US prosecutors right now

[sophie @netcapgirl]

Day in the Life of a Hedge Fund Analyst

Few live to tell the tale.

"Was it like Billions?"
"Describe ur investment process?"
"What did u learn?"

I get these questions all the time, but for a while I was afraid of answering publicly. No more!

Hedge fund story time.
👇
🧵/

[FatMan @FatManTerra]

The lock contract didn't check that the funds were sent from the mint contract, so the attacker opened a position with $10 in collateral (!) and send $10k directly to the lock contract. They could then loop-unlock others' collateral over and over again from the contract. (10/12)

[L @llllvvuu]

i wonder if "selling vol" is an appropriate way to describe AMMs

you are short vol, but you did not sell it; you are instead praying that you get enough undirected volume to compensate for it. the degree to which you are "long theta" is also similarly tenuous.

[Hasu⚡️🤖 @hasufl]

@MonetSupply downstream:

LPing / liquidity provision is an options writing strategy, hence the above applies

[monetsupply.eth @MonetSupply]

👏 options 👏 writing 👏 strategies 👏 are 👏 not 👏 “yield” 👏

this the type of shit that would put you away in tradfi lol

[ron @0xnyew]

Tokenomics.

Crypto twitter throws this word around a lot but never explains it except "DYOR".

What's the secret that OGs and projects don’t want you to know? And wish you'd never find out as a newbie?

Here’s a simple guide to tokenomics for beginners.

[██Capt.████ 🦇🔊 @capt_gem]

@the_phantom_g Can I participate in the presale if I bought the presale ticket on OS?

[charlie marketplace @charliemktplace]

Liquidity in AMMs is so important, but impermanent loss is just too massive. We aren't at the volume to validate fees being < 1% honestly.

Can an AVAX/ETH LP actually beat deposit AVAX in AAVE, borrow USDC, swap to ETH, deposit ETH?