@Niko78Trade@Trader_Dante Well done! I wanted to trade this same IDF + SS at equal highs idea but was looking for a pull back to LoSS. Then I totally missed it.
I was never good at catching SFPs so lesson learned here. Need to practice more on SFPs. Kudos on combining all those concepts.
Looking at EURGBP daily reminds me of the USDCAD example with a shooting start from Apr 10, 2015 in @Trader_Dante's course . It will be fun iff Euro breaks down against the Pound.
@adiix_official Asssume you have an edge in trading or quant… setting up MCPs isn’t the hard part, if you don’t have a good strategy that you can elaborate for Claude I don’t think you can make money with a H4 EMA crossing strategy in the long run
@Tradermayne No shit. The way they holler everyone from the team, Duncan, Parker, Ginobili and everyone to together train Wemby. Even after a stroke, Popovich would come to important games for Wemby just to witness the moments. Spurs is about passing on the goodness to the future gens.
@Trader_Dante Tom I don't believe you lost 1R on Silver unless you show your order history for Silver like you usually do. Don't pretend that you have a down week to make Gabriel happy. lmao
One of the great gifts crypto has given quants is that data is mostly freely available.
There is no better time to be an "aspiring quant".
Scrape high quality tick data and INVESTIGATE. What patterns do you think exists in the market?
Google about some patterns that people have found before! See if you can spot them!
Don't lie to yourself! Do good research, practice RESEARCH HYGIENE, and really try to do good research - prove your many many hypothesis wrong.
And eventually you will find something that you can't easily disprove.
Crypto allows you to put on trades with as little as $10 nominal - that means you can test it out. Keep repeating this until something clicks.
That's meaningful FAFO-ing.
> tldr of the whole aave drama
> aave
> build one of the biggest defi protocols ever
> generate real recurring revenue through cycles
> create a dao
> dao owns the smart contracts
> dao controls risk, markets, upgrades
> dao treasury captures protocol revenue
> keep a private company
> private company builds the frontend
> controls domains, socials, trademarks
> controls distribution and brand
> mental model
> dao = engine
> brand + frontend = storefront
> engine prints money
> storefront decides where users go
> around 2021–2022
> aave companies rebrands to avara
> focus shifts to other products (lens etc)
> protocol execution slowly moves to dao side
> dao doesn’t run itself
> service providers step in
> risk, governance, upgrades, integrations
> people show up daily to keep it alive
> chaos labs
> llamarisk
> bgd labs
> aci
> tokenlogic
> all dao-aligned, not labs employees
> not just maintenance
> active execution
> compounding market share
> compounding revenue
> lrt wave
> etherfi onboarding
> aave becomes main lrt venue
> aave prime
> curated low-risk market
> one of the largest aave markets
> ethena
> usde markets
> meaningful stable borrow revenue
> pendle
> new users
> more activity
> btcfi
> btc collateral expansion
> narrative capture
> plasma
> second largest aave deployment
> linea, metamask
> massive distribution
> kraken, ink
> institutional access
> okx, x layer
> retail + global volume
> if you use aave today
> you are using dao-built decisions
> not original corporate execution
> innovation didn’t stop
> v3.x upgrades shipped
> gho iterated
> done by dao service providers
> many original builders left labs
> now operate independently
> still aligned with dao
> still shipping for aave
> incentives matter
> token-first culture
> many contributors paid in aave
> not equity
> service providers not extracting
> ~3.5m over 3 years
> ~11 people
> tiny vs value preserved
> then december 2025 happens
> labs switches frontend swap
> paraswap → cowswap
> fees that went to dao
> now routed to labs wallet
> ~$10m per year
> no dao vote
> no dao discussion
> delegates notice onchain
> call it stealth privatization
> labs response
> frontend revenue ≠ protocol revenue
> past sharing was voluntary
> dao owns contracts, not website
> dao response
> frontend uses dao reputation
> frontend uses dao liquidity
> unilateral control = risk
> things escalate fast
> proposal ideas appear
> seize ip
> seize brand
> force labs into dao subsidiary
> claw back past revenue
> second idea
> move trademarks, domains, socials to dao
> delegate usage back under mandate
> snapshot vote appears
> rushed timing
> holidays
> author disputes consent
> trust breaks
> governance gets messy
> whales sell
> token drops ~20%
> zoom out
> not about cowswap
> not about one wallet
> real question
> who owns a protocol
> code
> frontend
> or brand
> dao says
> if we run the engine
> we should own the storefront
> labs says
> private companies must be able to build
> innovation can’t be governed to death
> both can be true
> this sets precedent
> for every dao + equity hybrid
> if tokens don’t capture value
> tokens go to zero
> if contributors lose alignment
> talent exits quietly
> then all at once
> aave still prints
> but it’s not autopilot
> goose lays golden eggs
> but only if fed daily
> story still unfolding
🚨 @aave is having a full blown civil war
And it might be the biggest governance fight defi has ever seen.
Heres a clean breakdown 👇
Aave has two sides:
– Aave labs → a centralised entity founded by stani
– Aave dao → token holders who govern the protocol
Now heres what happening,
Dec 4, 2025: Aave labs announces a partnership with @CoWSwap to improve swap pricing + mev protection on the aave interface.
Dec 11, 2025: A popular delegate, @DeFi_EzR3aL drops onchain analysis stating that swap fees from the new cow swap contract are being routed to a private wallet controlled by aave labs. Not the dao.
Translation: DAO revenue just got quietly cut off.
Dec 12, 2025: Marc zeller (largest delegate, aave chan initiative) calls it stealth privatization. Claims ~$10m per year that should go to the dao is gone.
Dec 16, 2025: Things go nuclear ☢️
A. Proposal called “poison pill” by Tulip King.
The demands:
– Seize all aave ip, code, and brand
– Force aave labs to become a dao owned subsidiary
– Claw back all past revenue earned using the aave brand
B. Then comes proposal #2 — “brand seizure” by former cto of aave labs @eboadom,
– Move trademarks, domains, socials to the dao immediately.
Logic: If dao pays for dev + marketing then dao should own the brand, domains, socials.
Aave Labs / Stani’s defense:
– This (cowswap thing) was never a fee switch.
– Frontend revenue was a surplus labs donated voluntarily.
– Aave labs is a private company.
– DAO owns the contracts, not the website.
– Labs pays for hosting, security, and frontend engineers.
Now the plot twist, amid all this chaos,
Aave labs opens a snapshot vote on dec 23👇
Proposal: Give aave token (aave dao) holders explicit control over brand assets, domains, socials, naming rights, github, npm, everything. (baed on @eboadom's proposal)
Except…
The author of the proposal @eboadom says he never approved it.
He claims it was rushed to vote with his name on it while discussion was still active. Calls it “disgraceful.” Urges people to abstain.
@Marczeller says the proposal was rushed during holidays, with fresh delegations gaining voting power.
Zoom out. This isn’t about cow swap. This isn’t about one wallet.
This is the unresolved question of defi:
Who actually owns a protocol? The code? The frontend? Or the brand?
Aave is about to set a precedent. And everyone is watching.