dknugo

Ex Corporate VC

[dknugo @dknugo]

https://t.co/F6qJtlYDpy

[dknugo @dknugo]

@thedefivillain No significant spot accumulation last week (except Flow Traders): https://t.co/2YMaFiZ9qz
Mostly perps on shady Singaporean exchange.
CVD tells you the story as well

[dknugo @dknugo]

@WawKasem kek. I was just researching Flux with Claude and forgot that he makes dune queries public ))) Actually this dash is a bit outdated already, especially the comments. I'll delete it to avoid misunderstanding

[dknugo @dknugo]

@0xxbeacon Staking locked team and early investors tokens is a big mistake - Celestia vibes (even with locked rewards). 90% of TVL is just Ethena Ouroboros. Zero

[dknugo @dknugo]

@crypto_condom @bitfinex They’re selling BTC to keep STABLE afloat ;)

[dknugo @dknugo]

@DefiIgnas Doesn’t make sense to look at MORPHO / AAVE chart. Morpho price is skewed by market maker (even before AAVE drama).
STABLE / BTC chart looks weird as well. Does it mean that STABLE is the future of finance? 😉

[dknugo @dknugo]

@vasily_sumanov What about LPs? How much did they “earn” recently?

[dknugo @dknugo]

After this announcement Yappers unstaked ~1M of KAITO. Not much

[Nikita Bier @nikitabier]

We are revising our developer API policies:

We will no longer allow apps that reward users for posting on X (aka “infofi”). This has led to a tremendous amount of AI slop & reply spam on the platform.

We have revoked API access from these apps, so your X experience should start improving soon (once the bots realize they’re not getting paid anymore).

If your developer account was terminated, please reach out and we will assist in transitioning your business to Threads and Bluesky.

[dknugo @dknugo]

@DeFi_Andree @pendle_fi @Rightsideonly @PendleIntern @tn_pendle Pendle ve-locked ATH was in mid December. Now it's down a bit. Coincidentally FDV hit the lowest level since Jan 2024

[dknugo @dknugo]

@Tetranode Extra fees on Curve provide little benefit for Curve DAO (just small increase of trading volume on crvUSD pools + YB bribes). Moreover @yieldbasis has negative earnings: even after fee switch revenue is less than YB emissions. Too early to announce PMF

[Fluid 🌊 @0xfluid]

Venus X, powered by Fluid.

The most advanced money market and DEX on @BNBCHAIN with @VenusProtocol.

Coming Q1 2026.

[dknugo @dknugo]

@HaowiWang @chenmo @0xfluid Now it includes all pools on Curve, including YB pools. Only tokens listed on Coingecko are taken into account. You can check detailed stats here: https://t.co/45Z3eIReHC

[dknugo @dknugo]

@blocmates Pls remove ZRO from this list. They didn't buy back from revenue. It was one-time repurchase of early investors. ZRO buybacks from revenue are tiny and can be tracked here: https://t.co/Laet9XNGVW

[dknugo @dknugo]

@Crypto_McKenna People tend to be optimistic about future demand and ignore potential supply overhang. If we take into account only actual on-chain unlocks then it makes sense to ignore potential future demand from DATs and decrease pro-forma revenue due to competition

[dknugo @dknugo]

@aibra @aave You can do it in 2 steps:
1. Refinance your position to @0xfluid receiving NFT: https://t.co/5v1ZzwwnLn
2. Send position NFT to new wallet

[dknugo @dknugo]

@Defi_Maestro @YuzuMoneyX The founder of this project soft rugged 2 years ago raising $350k by NFT mint. Are you sure you want to promote him?
https://t.co/DlncVP223E

[Ouroboros Capital / yuzu.money @OuroborosCap8]

Ouroboros Lifetime Access Pass NFT WL mint ends in ~16 hours with the Public Mint starting thereafter. Here are some stats so far and what we'll be building/releasing. Ask in our Public TG if you have questions.

Ouroboros Lifetime Access Pass WL Mint Stats
- 350 minted
- 5 NFTs: 30
- 4 NFTs: 6
- 3 NFTs: 11
- 2 NFTs: 18
- 1 NFT: 107

Included in the Access Pass from Day 1:
- Early access to all Ouroboros research content
- Bots to monitor on-chain flow of Ouroboros high conviction ideas
- TG channel aggregating crypto newsflow
- Venture access for multiple NFT holders
- Weekly AMA w Ouroboros
- Private AMAs w special guests/founders

Work-in-Progress:
- Daily commentary of top on-chain tokens
- Proprietary market depth dashboard
- Governance screener

[dknugo @dknugo]

@litocoen This chart doesn't look like "Solana-native store of value"

[dknugo @dknugo]

@sandeepnailwal Utility > Name. Create utility and demand for your token. Rebranding will not help to restore confidence

[dknugo @dknugo]

@StakeDAOHQ @NaveenCypto Yeah, sdPENDLE is the only liquid wrapper that increased its relative share. Congrats guys! How is your peg management approach different to Penpie and Equilibria?