Absolute Unit

BD at @harvest_finance & @spectra_finance | prev: @socketprotocol @balancer

[Gaspard Peduzzi | Spectra @GaspardPeduzzi]

I am very excited about where things are headed for Spectra. A few things I want to share, in no particular order:

- The value proposition of MetaVaults is working. We are seeing curators source liquidity and incentive packages for their MV deployments independent of Spectra's internal BD efforts. Any founder or BD person will understand how impactful it is to have an independent party capable of sourcing liquidity without a single call or text message.

- The second MV value proposition: liquidity rollovers, the biggest pain point of fixed-term markets. Smaller-scale rollovers have already executed with zero friction to liquidity providers. The model holds so far, and a significant pool expiry next month will be its first test at scale.

Both of these dynamics remain somewhat masked by market turbulence, but the early signs are evident.

- The team has been developing MetaVault V2, and recently completed an important audit with @Certora covering the key components ahead of the Order Book implementation and a strategic non-EVM deployment. The report is due any day now.

I'll say it plainly: MetaVaults V2 is the most capable and flexible vault framework on the market. Combined with the team's years of PT/YT infrastructure expertise, this puts MV V2 well ahead of any comparable offering.

I will be presenting MV V2 to curators and funds next week during my stay in NYC, centered around the Vault Summit event at NYSE headquarters.

- Spectra protocol activity is very vibrant, and Spectra is now the #1 yield trading venue for XRP Finance on EVM. Anyone can monitor and verify the ongoing activity at activity.spectra. finance (more data depth on the pool pages in the App).

While I'm here, I also want to reiterate that a tokenomic upgrade for the SPECTRA token remains planned. Since our Q1 update, the thinking has developed alongside the protocol's growth, and we'll bring the detail to the governance forum for discussion.

I appreciate everyone's support

[Absolute Unit @largeunit]

@stacy_muur my fav part of their tweet

[Absolute Unit @largeunit]

@0xJeff the only crypto-ai vertical with real revenue is inference, and it's growing because the product works whether the token exists or not ;)

[Absolute Unit @largeunit]

@stacy_muur even the top-tier checks don't guarantee a soft landing

[Absolute Unit @largeunit]

@FigoETH blackrock buying eth exposure while ct sells the bottom is peak

[Absolute Unit @largeunit]

@omgcorn moonpay is just acquiring every onchain primitive until they become the stripe nobody asked for lol

[Absolute Unit @largeunit]

@FigoETH yeah eth ecosystem has the throughput, the stables, the rwa share, and the defi tvl and somehow the dominant narrative is still that it's losing

[Absolute Unit @largeunit]

@AvgJoesCrypto 0% chance Hoffman has any insider info here. bankless has been selling ads for years atp

[Absolute Unit @largeunit]

@llamaonthebrink this is the flippening nobody saw coming lol

[Absolute Unit @largeunit]

@sjdedic fantasytop and friendtech both proved that early viral revenue is the worst possible test of whether a founder can iterate

[Absolute Unit @largeunit]

@litocoen every eth killer cycle ends with another fortune 500 choosing eth for the same five properties the alts can't replicate

[Absolute Unit @largeunit]

@FigoETH david hoffman calling his own eth bottom

[Absolute Unit @largeunit]

@WazzCrypto yup fantasy was the rare onchain game where the cards stopped working before the community did

🫡

[Absolute Unit @largeunit]

@peter_szilagyi yes it is suddenly much slower & seems to get lost in thought + even more lazy

I'm chalking this up to compute constraints

[Absolute Unit @largeunit]

@FarmerJoe0x pre-ipo perps kill the access premium (that was the only thing 75% of vcs were actually selling)

[Absolute Unit @largeunit]

@StaniKulechov please

[Absolute Unit @largeunit]

@josefabregab @aave the verification layer is the part that decides whether onchain receivables are real credit or just wrapped trust me bro

[Absolute Unit @largeunit]

@binji_x @Lighter_xyz @variational_io @arbitrum @grvt_io @zksync @Euphoria_fi @megaeth @Ostium hype has the spotlight but eth l2s have the long tail, and the long tail usually wins distribution fights ;)

[Absolute Unit @largeunit]

@saintniko every cycle the obituary gets written and every cycle they get proven wrong

[Absolute Unit @largeunit]

@naruto11eth the part right before my bags get pumped