Thyago

Father. Optimistic enough to build, paranoid enough to check.

[Thyago @tbdsilva84]

@follis_ Supply-driven inflation is the one shock with no Fed put. Demand shock, they cut and everything bounces. This one, they tighten into it.

[Thyago @tbdsilva84]

The leaked field nobody is talking about is the shipping address. Names, phones and home addresses of 11,742 confirmed hardware wallet owners. Phishing you can ignore. An address you cannot change.

[Thyago @tbdsilva84]

Two suppliers, two breaches, one operation. August: ShipMonk's Metabase SQLi leaked 11,742 names, phones, emails and home addresses. September: the email provider gave a trusted channel. Trezor was never breached. The device was never at risk. The owner is fully targeted.

[Trezor @Trezor]

Our third-party e-mail provider has been breached. Please be aware that the email named ‘Critical Security Alert: STM32 Entropy Vulnerability’ is not coming from us, and it’s a phishing attempt. Do not click on any link.

We have taken down the domain, and we are investigating the situation, including how the hackers got access to our legit domain.

[Thyago @tbdsilva84]

@muneeb Appreciate you walking through the numbers. Thanks.

[Thyago @tbdsilva84]

@muneeb Probably misreading something. With $5B cap and ~37.5% locked, that's ~$1.9B stacked, ~$105M/yr in BTC at 5-6% PoX. $10B deployed at 3% would need $300M/yr. Is the gap closed by yield compressing to the 1-2% you mentioned, or am I missing a source?

[Thyago @tbdsilva84]

@mendlowicz Robô economista eu encaro. Preocupante é robô vascaíno: olha a tabela e entra em modo de segurança. kkkk

[Thyago @tbdsilva84]

@muneeb 5% STX at 5-6% PoX yield is ~0.3% on the position. The 3% coupon is ~10x that, so it's paid from other stackers' PoX yield. What's the cap on bond issuance before the coupon stops being covered?

[Thyago @tbdsilva84]

@muneeb Do bondholders lock STX or BTC? PoX pays stackers, not BTC holders, so if the bond takes BTC, what generates the coupon?

[Thyago @tbdsilva84]

@Meech_Ward Hey Sam. Thanks for the amazing tutorial. Do you have any plans to show this stack running under a turborepo? I would like to add nextjs for site and want to share libs like tailwind, shadcn/ui between the projects.

[Thyago @tbdsilva84]

@pedroreal13 depois de usar o hein e o zero, qual vc preferiu?

[Thyago @tbdsilva84]

@DividendGrowth I thought it was just me...lol

[Thyago @tbdsilva84]

@femisapien_z Sinais

[Thyago @tbdsilva84]

@ddeadpark Então vcs tem altas chances de chegar na final kkkkkkkkkkk