Defi Theory

Insights on crypto from an Ex-FAANG and current solidity engineer. Discussing defi strategies, project evaluations, and all else digitally native.

[Defi Theory @Defi_Theory]

ALPHA LEAK: Imagine earning 10% APY on your $WBTC via @beefyfinance's @Screamdotsh Vaults.

Why stop the yield there? What If I told you, you could earn another 3% APY on top of that with limited risk?

🧵

[Defi Theory @Defi_Theory]

@xenes1s @Rev0cel0t @scamilcar_ @flyjgh @0xLancelot1 @0xtutti @0xleez @MashiroTrades @0xmarginal @nicovrg_ @dcaintern @unagimoon @Helkem0 @cointhebit @turbotutur @0xTDF @0x_Margo couldn't find a better group of anons if a tried

[Defi Theory @Defi_Theory]

@tanoeth long term thinking

generational wealth through cashflow

[Defi Theory @Defi_Theory]

Who is trading on @GMX_IO?

Its an amazing product but I can’t comment as a perps trader.

[Defi Theory @Defi_Theory]

Anybody know where I can find a list of top perps dexes by volume or fees?

I'm assuming @GMX_IO is at/near the top, but want to know for sure

[Defi Theory @Defi_Theory]

many people "ask what does @GMX mean?"

its simple

Geniusly Magnificent xDev🫐

[Defi Theory @Defi_Theory]

@zhusu more like the king dethrones the previous incumbent and then claims the mandate of heaven

[Defi Theory @Defi_Theory]

@beefyfinance @FantomFDN what will expected beFTM apys be?

how much liquidity does a user have with beFTM?

[Defi Theory @Defi_Theory]

@scupytrooples plz explain sir, will pseduoanonimity not remain intact?

[Defi Theory @Defi_Theory]

@tanoeth always felt to me that there was some economic loss from burning the bought back asset rather than distributing to tokens-holders but 🤷

how much are they on track to burn in fees each year? is that trackable?

[Defi Theory @Defi_Theory]

shill me your $GNS thesis

cc: @tanoeth

[Defi Theory @Defi_Theory]

@GMX_IO the design looks just as juicy as the yield

[Defi Theory @Defi_Theory]

@tanoeth @QiDaoProtocol yes when sirs

[Defi Theory @Defi_Theory]

@0xAppodial @PaikCapital $DPX not making the cut?

[Defi Theory @Defi_Theory]

@tanoeth or just print a neutral asset with $ETH on $GMX

[Defi Theory @Defi_Theory]

@0xAppodial we love volatility

[Defi Theory @Defi_Theory]

@colossusJ44 @0xAppodial yee lfg

[Defi Theory @Defi_Theory]

Feel bad for those that sold their $GMX and blueberries over the past day

Ignore the noise of the day and diamond hand the asset to generational wealth

[Defi Theory @Defi_Theory]

@tanoeth the level of service that the @GMX_IO team provides to the community is unparalleled

[Defi Theory @Defi_Theory]

@GMX_IO The market pricing $GMX at 2x revenue could be the greatest asset mispricing of 2022