stratjr.eth

communal footrest at @eth_strategy hq

[stratjr.eth @stratjr]

@RMacwha about time someone built an alternative to @WalletConnect

[stratjr.eth @stratjr]

@notthreadguy however subjectively boring it is, the fact is that treasury companies vacuum circulating supply from the open markets and have mandates to never sell

this is bullish af for all crypto

[stratjr.eth @stratjr]

@CloutedMind @notthreadguy @0xlawlol

[stratjr.eth @stratjr]

@ethereumR1 thoughts on a capped-profit model where x% fees are distributed to donors?

[stratjr.eth @stratjr]

cooking

[Derive.xyz @DeriveXYZ]

The institutions are here.

@eth_strategy is the first onchain ETH treasury; issuing convertible debt to buy ETH, giving bonders cheap, near-riskless leverage if ETH rallies. Think of it as an onchain MSTR.

The innovation? ETH Strategy is a natural options seller. By selling volatility, it turns market demand for options into steady funding for its levered ETH bet.

Derive built the first vault on top; the Perpetual Note Vault.

• Bond stables into ETH Strategy
• Convert to ETH and sell covered calls on Derive
• Recycle profits back into the treasury

Backtests (2022–2025) show 8–24% USD yield with no liquidation risk.

Bonders keep exposure to ETH & STRAT while earning yield in stables; with more favorable terms than conventional bonding.

[stratjr.eth @stratjr]

@frog_e_nomics how would you propose a significantly better design here?

[stratjr.eth @stratjr]

@hbeckeri @_rosark @ethena @CloutedMind @econDegen perp funding rate trade falls under the category of the basis trade

[stratjr.eth @stratjr]

@_rosark @ethena @CloutedMind @econDegen bottleneck for options onchain are sellers, we fix this buying providing consistent sells via @Derivdotcom

[stratjr.eth @stratjr]

@_rosark @ethena @CloutedMind @econDegen gamma is untouched in defi but huge in tradfi

new primitive

eth strat does doe gamma as ethena does for basis

[stratjr.eth @stratjr]

401ks are now treasury strategies

HIGHER

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President Trump to sign executive order allowing cryptocurrencies in 401(k) retirement plans today.

[stratjr.eth @stratjr]

@mablejiang correct, longing eth is always the correct strategy

[stratjr.eth @stratjr]

@EthereanVibin now do linear scale to get a true sense of outperformance

[stratjr.eth @stratjr]

@stableshaman whoever is building this would be billion dollar protocol fo sho

[stratjr.eth @stratjr]

@maxidoteth 🫡

[stratjr.eth @stratjr]

stratjr.eth has acquired 42,006.9 STRAT for 6.99 ETH at an average buy price of ~6005 STRAT per ETH and as of 2/8/25 hodls 470,721 $STRAT acquired for 49.98 ETH at an average buy price of 9475 STRAT per ETH

[stratjr.eth @stratjr]

@CloutedMind @eth_strategy @eth_strategy_ this is the fake account, everyone needs to raid report

guess is they claimed the real eth strategy was impersonating so they can drive users to their scam

[stratjr.eth @stratjr]

@ImpermaLost @eth_strategy welcome ser 🤝

[stratjr.eth @stratjr]

@eth_strategy @ethereum im beliETHing so hard rn

[stratjr.eth @stratjr]

@bull_genius 10/10 post