Green

Curious

[Green @greenazalea0]

@LidoFinance @hasufl Can more detail be shared regarding expenses (ideally with a breakdown) and net burn rate?

[Green @greenazalea0]

@tayvano_ Thanks!

[Raoul Pal @RaoulGMI]

Holy shit.

[Green @greenazalea0]

@econoar And of course, staked ETH becomes what US treasuries are today. The most common way to store value, with way larger market cap than gold.

[Green @greenazalea0]

@econoar ETH will become what the US dollar is for the global economy today. Not silver, not gold.

When a large percentage of the value is settled onchain on Ethereum, ETH as an asset becomes the most trustless asset in the world, with no counterparty risk.

[Gabriel Gruber 𝚵 @GabrielGruber]

Wences©️

https://t.co/Bn1aVqVnYu

[Placeholder @placeholdervc]

“Artificial Intelligence Belongs Onchain” https://t.co/U639d4bzwI by @jmonegro

[Green @greenazalea0]

@cburniske @TrustlessState @ARKInvest * seem

[Green @greenazalea0]

@cburniske @TrustlessState @ARKInvest The thing is that even though the math is correct, it is incorrect to analyze it with today’s lens. If it is a ~ 30T asset, it means its adoption is huge, and there is organic absorption of that 0.4% a year of inflation, even if numbers serm huge. (Coming from an Etherean)

[Will @WClemente]

This bear market no one is questioning whether Bitcoin will exist anymore or if it’s a scam, but rather the lowest price point it will go so that they can accumulate as much of it as possible

[Green @greenazalea0]

@GabrielGruber Considering the odds, expected payout of the game is extremely positive. The key question is not whether to play or not, it is the allocation (considering risk aversion). Thoughts?

[Green @greenazalea0]

@ceterispar1bus What do you think are the best yield farming alternatives on stablecoins in terms of risk-reward? Yearn, Balancer?

[Green @greenazalea0]

@banteg Why don’t more teams follow Yearn and Curve examples of emergency teams which have some restricted power to take action?

[Santiago R Santos @santiagoroel]

There’s a new LIBOR in town and it’s the ETH staking rate 🥩

[Green @greenazalea0]

@safetyth1rd What if those needs are unpredictable? How would you define the supply schedule in that case? Wouldn’t an initial “hard” supply + future governance decision to issue more tokens work?

[Green @greenazalea0]

@Block49Capital Great! Thanks!

[Green @greenazalea0]

@Block49Capital Thanks for the analysis! I was wondering whether you had a aimilar analysis with FDV / fees to treasury.

[Green @greenazalea0]

@nic_carter Totally agree! However, to have a clearer picture, do you have the number of how much of that debt is intra public sector + FED?

[Green @greenazalea0]

@santiagoroel I was wondering whether DeFi protocols should only be accounted by fees which go to the treasury, excluding the ones which go to LPs? What’s your take?