Maria

Marija Matić | Economist | DeFi Strategist | Crypto Analyst

[Maria @HodlModel]

@MarijaMatik2 Delete this account, you scammer! You are impersonating me

[Maria @HodlModel]

@relativeread @Cointelegraph Yes. They are essentially asking interfaces to dumb down and become less user-friendly. Aggregators stand to lose the most here

[Maria @HodlModel]

@phtevenstrong Jesus, so anyone holding short will start paying like 4% of their position size PER day just to stay open. What is HL's max funding cap?

[Maria @HodlModel]

@phtevenstrong Sounds like an interesting play. I hope that the "funding madness" is the most mispriced part of the entire equation, as you assume

[Maria @HodlModel]

@yield @Elmidou Why did you increase Resolv RLP allocation in yoUSD pool, from 2.95% to 3.04%?

[Maria @HodlModel]

@sssionggg pls 1) put caps on what % of pool's SOL can be staked 2) put caps on large redemptions 3. isolate lending vaults further

[Maria @HodlModel]

@officer_secret @KRMA_0 JPL or JLP?

[Maria @HodlModel]

With the old rule if a broker held $100m in USDC, it counted as $0 toward their required capital reserves 💩. Now that same $100m in USDC counts as $98m toward their capital requirements. Suddenly it’s almost as good as cash. In other words, SEC now made USDC much more useful for big banks, which could send a wave of institutional money into crypto, particularly benefiting Solana.

[Maria @HodlModel]

@DefimonAlerts @yield Human operator used shallow pool?

[Maria @HodlModel]

Great write up, Bruno. And let's not forget Polkadot's epic fail during the aUSD de-pegging. They had the huge Treasury to bail out their only relevant DeFi kick-starter, but refused to spend a dime. They decided to be ideologically cheap to avoid setting a precedent instead of saving the ecosystem. Total self-sabotage.

[Maria @HodlModel]

@TheiaResearch Wrap a DAO! Coins cant be "onchain equity" if founders can sell underlying offchain asset. Ensure DAO is legally wrapped in Cayman, which allow ownerless entity to own assets & directors legally obliged to follow DAO decisions. New projects must have explicit IP assignment to DAO

[Maria @HodlModel]

@B3nj4min_ETH Effective p/e would be lower after the initial burn though? (around 30x)

[Maria @HodlModel]

@GainsNetwork_io @0xPolygon @base I love gTrade stable vaults but @TradingProtocol numbers are completely off for those vaults?

[Maria @HodlModel]

Interesting anomaly on @Uniswap V4 👀
USDC/USDT pool showing:

crazy $429B in 24h volume
8,732% APR
only $17.9M TVL

That's a wild 24,000x volume/TVL ratio.
Is it a data feed issue or some intense MEV action happening? $ETH/USDT too.

[Maria @HodlModel]

@pavlenex @Anipy1 @Breez_Tech The educative game and time capsule features are straight fire 🔥

[Maria @HodlModel]

@bc1nuno Looks interesting! “Not spendable” means ‘not in profit’ or smtg else?

[Maria @HodlModel]

@eyezenhour One of the most underwhelming spaces I’ve ever listened to. SUI ambassadors doing motivational speeches and hand-holding instead of enabling useful questions and answers about the actual hack. The first few minutes were useful, the rest was a total waste of time

[Maria @HodlModel]

@kenjisrealm @TradingProtocol @GainsNetwork_io @arbitrum No

[Maria @HodlModel]

@kenjisrealm @TradingProtocol @GainsNetwork_io @arbitrum Yes, Base and Arb vaults have been better in the past 80 days. Polygon vault performed well last year