Kepa.eth

Money works for me | Crypto DeFi Analyst |🤟🏼🧉👨🏻‍💻📚 | Not Financial Advice | Variant perception or nothing. Structural reality vs consensus narrative

[Kepa.eth @kepa_eth]

I'm not buying this dip. The market is too optimistic about the next 3 months. As usual, the market is always wrong about future direction
#Crypto #Bitcoin #Ethereum $ETH $BTC

[Kepa.eth @kepa_eth]

@andyyy @IvanPlume $NEAR has no AI activity. Just promises

[Kepa.eth @kepa_eth]

@KevinWSHPod @andyyy $ETH, $SYRUP $HYPE

[Kepa.eth @kepa_eth]

@KevinWSHPod Sellers are exhausted

[Kepa.eth @kepa_eth]

@haydenzadams true

[Kepa.eth @kepa_eth]

@Axel_bitblaze69 Sadly but true. Maybe the future of crypto is only institutions

[Kepa.eth @kepa_eth]

@KevinWSHPod like @CathieDWood

[Kepa.eth @kepa_eth]

@BitcoinArchive Maybe long holder are dead

[Kepa.eth @kepa_eth]

@KevinWSHPod Always Works

[Kepa.eth @kepa_eth]

@KevinWSHPod @mert @NEARProtocol @ilblackdragon $NEAR has no AI activity yet. just promises

[Kepa.eth @kepa_eth]

@KevinWSHPod

[Kepa.eth @kepa_eth]

@KevinWSHPod true, but at the same time that the reason your are still single: maxi rev and cost living
you should max enjoyable and happiness

[Kepa.eth @kepa_eth]

@KevinWSHPod Building on chain too

[Kepa.eth @kepa_eth]

I think we are here: 22nd of July 2022. If this is accurate, the bear market will end between December 2026 and January 2027.

[Kepa.eth @kepa_eth]

@hmalviya9 I have shorted the token for the same reason. I'm bleeding, but eventually i will be right

[Kepa.eth @kepa_eth]

@CryptoJelleNL @KaminoCrypto the $ONDO token is worthless. Good protocol by the way. I hold some Stock on ONDO, but shorting the token. Bleeding for now

[Kepa.eth @kepa_eth]

@stacy_muur @NEARProtocol top quality chain, but with no ai agent activity yet.

[Sonya Kim @sonyasunkim]

In on-chain lending, we’ve spent years asking:

“What’s the collateral, and how risky is it?”

But we’ve largely ignored an equally important question:

“Who’s the borrower?”

With liquid crypto collateral, that’s usually fine. If the borrower mismanages risk, they get liquidated and lenders are (hopefully) made whole.

But RWAs are different. Liquidations are slower, can be less certain and more operationally complex. Suddenly, the borrower’s risk management matters just as much as the collateral itself to prevent liquidations.

That’s why 3F built permissioned borrow markets like wFalconX on @Morpho

Here, only 3F vaults can borrow. Every borrow action is executed smart-contractually with protocol-enforced max LTVs and active leverage rebalancing.

In lending, collateral matters. But for RWAs, knowing your borrower matters too.

[Kepa.eth @kepa_eth]

@CryptoJelleNL Too good to be true?

[Kepa.eth @kepa_eth]

@diegoxyz @tomwanhh @arcus_xyz @RobinhoodApp Good APR too in those RWAs

[Kepa.eth @kepa_eth]

@stacy_muur @MidasRWA high APY comes with a risk cost