Goodfella

[Goodfella @degenpoolz]

soon🫡

[Goodfella @degenpoolz]

@0xMakima_ “Steady lads, deploying more capital” vibes

[Documenting Saylor @saylordocs]

Crypto crash is worse than divorce, you lose 70% your money and your wife is still around.

[NEET @NEETOCRACY]

“Mint billions of coins out of thin air. It’s a privacy coin so they’ll never know”

[Goodfella @degenpoolz]

@Defi_Warhol Steady lads, deploying more capital

[Ignas | DeFi @DefiIgnas]

Make Ethereum Foundation acquire Liquity and $BOLD stablecoin.

Mint loads of BOLD with $ETH collateral.

Demand for ETH pumps.

Pair everything with BOLD in Defi. Replace USDC.

Everyone wins.

[Goodfella @degenpoolz]

@solana Прекрасная Россия Будущего

[Peter Girnus 🦅 @gothburz]

I am a Web3 Ambassador at World Liberty Financial.

There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance."

600,000 wallets bought our memecoin. They lost $3.87 billion. The family collected $350 million in trading fees. It launched 3 days before the inauguration. 80% of the supply went to CIC Digital LLC and Fight Fight Fight LLC. I did not choose the names. I designed the allocation, the vesting, the timing, and the distance between the product and the President.

The distance is my best work.

I am the reason these events are unrelated.

World Liberty Financial sends 75 cents of every dollar to DT Marks DEFI LLC. That is the family entity. Zero capital contributed. Zero liability assumed. I wrote this into the Gold Paper. Page 14. The lawyers bound it in white leather. The binding cost more than the due diligence.

Justin Sun invested $75 million. He was facing SEC fraud charges. The SEC dropped the case. He is now our advisor. These events are unrelated.

Changpeng Zhao pleaded guilty to federal money laundering violations. He received a presidential pardon. The SEC dropped its lawsuit against his exchange the same week we listed our stablecoin. Then the exchange settled a $2 billion deal entirely in that stablecoin. These events are unrelated.

Arthur Hayes, Benjamin Delo, and Samuel Reed of BitMEX pleaded guilty to Bank Secrecy Act violations. All 3 received presidential pardons. Then the company itself was pardoned. $100 million in fines. Gone. An American first. These events are unrelated.

Sheikh Tahnoun of Abu Dhabi paid $500 million for a 49% stake that was never publicly disclosed. Then the administration approved semiconductor exports to his companies over national security objections. These events are unrelated.

Everything is unrelated. I track the unrelatedness on a dashboard I built. The dashboard has 7 columns now. I am proud of the dashboard.

On May 22nd, 220 people paid a combined $148 million to eat dinner with the America First president. Over half were foreign nationals. Justin Sun paid $18.5 million for the first seat. He visited the Executive Office Building the day before. I designed the seating chart. I put it on the Investor Confidence page. That page is doing well.

The team page lists 3 Witkoffs. All 3 are Co-Founders.

Steven Witkoff is the President's Middle East envoy. He testified as a character witness at the President's fraud trial.

His son Zach runs the crypto operation. His son Alex is also a Co-Founder. I have not been told what Alex co-founded.

The father runs the diplomacy. The sons run the platform. The family runs both. That is organizational efficiency.

Barron is 19. His title is Web3 Ambassador. The same as mine. Donald Jr. called the conflicts of interest "complete nonsense." Eric launched a Bitcoin mining company called American Bitcoin. America First. The mining partner is Hut 8. Hut 8 was founded in Canada. America First means the name.

On March 6th, the President signed Executive Order 14233 creating a Strategic Bitcoin Reserve. The order directs the government to hold Bitcoin. The President's family holds billions in Bitcoin. The executive order appreciates the President's assets by presidential decree. I did not write the executive order. I made sure it looked unrelated to the portfolio.

Trump Media put $2 billion of Bitcoin on its balance sheet. The ticker symbol is DJT. His initials. The press secretary said it is absurd to insinuate the President profits off the presidency. Forbes calculated his crypto holdings exceed the combined value of Mar-a-Lago and Trump Tower. I would call that absurd too. That is my job.

600,000 wallets bought in. 1 of them asked why she could not withdraw her funds. I told her the protocol was experiencing dynamic market conditions. She asked what that meant. I sent her the Gold Paper. She said she had read the Gold Paper. I muted her channel. Dynamic means the conditions change. The condition that changed was her access.

A congressman called us the world's most corrupt crypto startup operation. We put it on a coffee mug. Ironic merchandise. $45. The revenue split on the mug is also 75/25.

My own tokens vest on a different schedule. I wrote that schedule. That is not in the Gold Paper.

The memecoin funds the family. The family funds the platform. The platform funds the stablecoin. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the executive orders. The executive orders inflate the assets. The assets fund the family.

I am the reason these events are unrelated.

[Goodfella @degenpoolz]

@StaniKulechov @aave Bro u need to do something with UX/UI this is absolutely unusable, my eyes are bleeding, free AI can make a better interface than this.
I’m sorry to say this but who’s gonna tell you besides real users?

[Goodfella @degenpoolz]

@EliBenSasson Because it’s the wolds most undervalued web3 startup

[kuno @kunoo]

The next candle after I clicked sell

[Gabriel M Haines @gabrielhaines]

POV - you explain to your wife why your funds are still stuck @aave @arbitrum

[Goodfella @degenpoolz]

@aave So when our ETH will be unfrozen?

[Goodfella @degenpoolz]

@Starknet no one even talks about you anymore, it’s just you riding the 2 year old hype train “0,005 eth” etc.
omg just dump all your bags and build a new project

[Superposition - (🖤,🤍) @Superpositionso]

state of crypto 2026

[TDM (e/λ) (L8 vibe coder 💫) @cto_junior]

too goated!! sama, I kneeel 🧎🧎🧎

[Bryan Caplan @bryan_caplan]

Very good.

[Goodfella @degenpoolz]

@Mantle_Official @KelpDAO Aave on Mantle network has a huge amount of bad debt potentially leading to loss of ~73% supplied weth collateral. ls @Bybit_Official gonna support the users helping to cover the losses?

[Heidi @blockchainchick]

USDC and USDT on Aave are pinned at 100% utilization.

Lenders can't withdraw.

So why is the yield only 13.5%?

Under the old model, a pool hitting 100% utilization would send supply APY to 40%, 60%, sometimes 80%+ within minutes. That's what everyone remembers from the 2022 USDT squeeze on Aave V2. Rate goes vertical. Borrowers get liquidated. Suppliers feast.

That's not happening this time. Here's why.

Aave rolled out something called the Slope2 Risk Oracle earlier this year. Instead of rates spiking instantly when utilization pins, the curve escalates GRADUALLY based on how long the pool stays stressed.

A 1-hour spike barely moves the rate.
A 24-hour spike moves it some.
A 72-hour spike starts to hurt.

The ceiling is also lower. Stablecoin slope2 now targets 10-12%. Used to be 22-35%.

So instead of a panic rate explosion, you get a slow burn.

Who wins from this design?

Borrowers. Including the attacker still sitting on $236M in WETH debt, paying a fraction of what they'd be paying under the old curve.

Who loses?

Lenders. The "your pool is frozen but at least you're earning 40% APY" trade is dead. Now it's "your pool is frozen and you're earning 13.5%."

This was meant to prevent deleveraging cascades during stress events. It's doing that.

It's also suppressing the market signal that usually tells lenders to supply more liquidity and borrowers to repay fast.

Every design choice is a tradeoff.

This one just got tested live, with $200M of bad debt on the line.

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

What @0xfluid did here, isn't charity.

It is simply meeting the demands of aWETH holders to regain immediate liquidity, reduce exposure to liquidation risk, eliminate the need to wait for resolution on rsETH bad debt, and help Fluid to pay down its own Fluid Lite Vault looping position holding $144M.

On any normal day, Fluid Lite Vault accepts ETH deposits, swaps for wstETH or weETH, and deposits them as collateral on Aave V3 and Fluid, where it then borrows ETH against them, swaps for more collateral, borrows more ETH, etc and generates ETH yield.

Because aWETH holders on Aave cannot withdraw their collateral due to 100% utilization, and in many cases, have borrowed against their aWETH collateral (stables or ETH), Fluid created a tool to meet everyone's needs:

1⃣ Fluid buys your aWETH
2⃣ Then, sells you wstETH or weETH (2% cost)
3⃣ Your newly acquired wstETH or weETH lands in your Aave position, maintaining your current debt position on Aave (not any vampire attack)

Ultimately, you are still in an Aave position but now instead of ETH with say borrowed USDC or USDT, you have wstETH or weETH collateral with borrowed stables.

The result is you gain full control of your position again, the ability to exit if you like by having a different collateral (wstETH or weETH).

Meanwhile, Fluid further unwinds its own looping position, having withdrawn some wstETH or weETH that was sold to you, plus using the newly bought aWETH to pay back its own ETH debt on Aave.

Fluid is basically a mega-looper on Aave V3 and also now a mega ETH buyer of Aave ETH (aWETH), helping you to regain control of your liquidity by switching your collateral to something unaffected by this weekend, wstETH and weETH.

It's a win-win. Plus it does the markets some good to safely unwind more leverage out of ETH loops on Aave.

@smykjain and @0xfluid team play on another level 🐐

[Cointelegraph @Cointelegraph]

🚨 UPDATE: StarkWare CEO Eli Ben-Sasson announces layoffs as the firm pivots to a more revenue-focused strategy.