percojazz

le mieux est l'ennemi du bien

[percojazz @percojazz]

@StanLabanowski @sama are humans any different

[percojazz @percojazz]

@Crypto_Noddy @chameleon_jeff exactly, thanks for noting

[percojazz @percojazz]

@chameleon_jeff Order book surface is not a representation of liquidity, realized liquidity metrics point toward binance still being ahead with 2 x more liquidity (1b per variance unit versus 500m on hyperliquid ETH-perp)

[percojazz @percojazz]

@gakonst is there some sort of dev room to start building on tempo?

[percojazz @percojazz]

@haydenzadams @Uniswap @devinawalsh @nkennethk I consider the proposed Uniswap fee activation detrimental to the liquidity ecosystem. This measure effectively privatizes a public utility and is, in my view, an act of rent-seeking that harms liquidity providers. I will be casting a strong vote against this proposition.

[percojazz @percojazz]

@wagmiAlexander @DromosLabs biggest defi foot cannon...they have turned a public good into a private infrastructure by perceiving a rent on the ones that spend the calories to make it work, besides the obvious value leakage vs other liquidity models.

[zyot @zyot]

@yieldbasis @newmichwill equation (2.4) of https://t.co/NtH4DhomIJ seems wrong to me. You do not integrate properly a stochastic process without using the ito lemma. It seems to me that YB ignores famous volatility drag which is making levered ETF decay strongly with vol. IL => PL ?

[percojazz @percojazz]

@guil_lambert this is Legendre transform btw!

[percojazz @percojazz]

@chameleon_jeff what about Ethena, were their positions safeguarded from the ADL? I hope not, but then it's verifiable.

[percojazz @percojazz]

@guil_lambert @Panoptic_xyz Well done to the @Panoptic_xyz team! In rough seas, we acknowledge sailors...

[percojazz @percojazz]

@jonjonclark amount of dead reserves: the ones that are stuck in fees and dont participate in the liquidity and the one from out of range position.
the pool leverage: more or less the multiplier of equivalent v2 liquidity. (it can be defined in an agnostic way).

[percojazz @percojazz]

@ithacaxyz this is truly amazing

[percojazz @percojazz]

@unimod hello can i talk to you for a business proposition regarding your username? thanks

[percojazz @percojazz]

@dranikipunk @sui414 great talk, thanks

[percojazz @percojazz]

@AF_intern @AftermathFi Not all order-books are price-time priority. There are better on-chain liquidity models imho: AMM's that offer similar if not better expressivity with a transparent dynamic that will put on-chain liquidity where it should be.

[percojazz @percojazz]

@chameleon_jeff Your post makes a lot more sense than your docs...maybe it's time to make the docs to fit this vision.

[percojazz @percojazz]

@guil_lambert When you say, the pay-off of a liquidity position is a put, you really mean the forward contract of the liquidity position ressemble a sort of convoluted put. [ie: LP(T) = r(k)*P(k,T) where r(k) is a range function]

[percojazz @percojazz]

@guil_lambert I think there is more than meet the eye. Comparing options to uniswap positions is not so fertile. Options are a tradfi primitive that is less relevant for defi, pool derivatives are to play a bigger role in digFi... imho.

[Starknet (Privacy Arc) @Starknet]

Exciting News!
@MassaLabs and @Starknet are joining forces.

Massa has made significant contributions to Madara and the Bonsai Trie implementation in Rust 🔥🔥 🔥
Check it out: https://t.co/grgc2klHc7

This collaboration isn’t only about code - it's about bridging two dynamic ecosystems.

With our latest joint effort on Madara, we're deepening our partnership and paving the way for transformative projects. https://t.co/VXxDoD57GV 🤝

Stay tuned - this is just the beginning, with more collaborations to come, as our ecosystems grow more interconnected.

[percojazz @percojazz]

@gabriel_zucman @AEAInformation bravo!