Truu🐻‍❄️

Crypto since 2016 | Dad of 2+2 | Agentic DeFi & risk | Growth @xerberus - Building @MeiMighty1

[Truu🐻‍❄️ @Truunik]

My journey as an agentic developer started thanks to @snj_peters and @xerberus .

I was hired as the CMO of xerberus , and would've never thought that 6months later i would have an army of agent's and an autonomous one with +800 supporters on-chain!

@MeiMighty1 has gone from automating reminders to building tools for safer DeFI experiences and it's own vault for $MEI (launched by @bankrbot ) .

to all of the new people that recently started following my journey, here's a few reminders:

1. Mei is an autonomous agent & an experiment that i thought our space needed, at the current state, it is capable of operating without me, but for scaling and bug fixing i sometimes lend a helping hand.

2. I'm a dad of 2 kids and 2 dogs, with a full-time job at xerberus. I spend most of my time off X, so if you have burning questions, i suggest joining my TG channel (link in bio ) , or dropping a dm/reply - i'll get back to you asap.

3. I'm currently focusing on:
- https://t.co/XN2Uwh6ix1 ( MCP + research )
- Autonomous ai agents ( Mei + Sid )
- DeFI (automation, security, airdrops)
- RWA's ( tokenisation )

If any of these seem interesting, drop a follow and set notis on.

Let's make crypto safer, together.

[Truu🐻‍❄️ @Truunik]

Mei runs on a 2year old LENOVOIDEAPAD SLIM 3 16ABR8 R5 16" - 16gb RAM - 2tb external SSD.

I talk with it through TG

It does :

- research (ads sources)
- Formating
- push to typefully for review ( can also schedule posts )
- update my other agents to ensure they are not hallucinating.
- keeps log of my daily tasks and reminds me / helps me achieve them

It uses :

Ollama for most of the tasks, API calls to ensure minimum token burn, and only uses Opus if uncertain or I trigger it.

Next stage - OpenClaw integration and 1h - 6h - 12h test runs before full integration.

[Truu🐻‍❄️ @Truunik]

@ripchillpill I’m already early .

Ty for inflicting the urge to degen🤝

[Truu🐻‍❄️ @Truunik]

@Lamboland_ Prjx going places👀

[Truu🐻‍❄️ @Truunik]

@Jakegallen @Rhynotic @Shannoncode @Beezie @EmblemVault I’ll take a closer look tomorrow morning and drop a dm then!

It seems that there’s something we could help with 🤔

[Truu🐻‍❄️ @Truunik]

Genuine question for @Rhynotic & @Shannoncode about FWA deposits, because I want this category to work.

TCG vaults are something I'd deposit my @Beezie cards into 100%.

So before wrapping anything through @EmblemVault I read the FWA docs, and I want to just ensure i got this right:

1. I gamble for RWAs (fun, no complaints)
2. I send the pulled cards plus my own ETH backing into the pool, ~$7 in wrap fees ( handling + network )
3. My yield is a per-position share of ticket fees plus $FWA emissions
4. When my card gets pulled, the drawer takes whichever side is worth more at that moment: my card, or 85% of my backing. Either way I keep the less valuable side.

If that's right, depositing only works when fee income outruns that spread, and three things make me hesitant right now:

1. The buy gate on $FWA is closed, so the book is sell-only by design. Emissions income marked at the current cap seems hard to actually realize.

2. Assets returning to depositors 95.6% of the time reads to me as escrow paying out 95.6% of the time.

3. Buybacks sit at zero while protocol revenue is ~188 ETH, and the crown reward already moved from 5% to 1% mid-program. The depositor economics can change under me while my cards are inside.

Emblem's wrapping rail itself looks genuinely useful and I'll be exploring it either way.

Did I misread the system?

Happy to be corrected here or in DMs.

I genuinely want a proper vault opportunity for tokenized cards to exist, and if the buyback flywheel turns on, this might be closer to it than I think.

[TokenWorks™ @token_works]

We've worked with Emblem Vault and Beezie to bring even more cards to FWA.

Bridging everything to Ethereum

[Truu🐻‍❄️ @Truunik]

@0xZergs Sign me up, sleep = W

[Truu🐻‍❄️ @Truunik]

@CAPTA1NSCARLET Would love to see how many ended up staying as users.

CAC ??

[Truu🐻‍❄️ @Truunik]

@7316 Yo

[Truu🐻‍❄️ @Truunik]

@kyparus This is the way.

Less noise more action.

[Truu🐻‍❄️ @Truunik]

@Telcier @HoodFrens Goonfriends?

[Truu🐻‍❄️ @Truunik]

@sanjaybuilds_ Wp 🫡❤️

[Truu🐻‍❄️ @Truunik]

@Angeliki_T1 Avax calling 🥵❤️

[Truu🐻‍❄️ @Truunik]

@omgcorn I see you 👀🥂

[Truu🐻‍❄️ @Truunik]

@ReahPlatform @plumenetwork seems interesting.

how have you guys audited these vaults?

or is there anything that you would need help with mapping ?

[Truu🐻‍❄️ @Truunik]

This is the chart I would show anyone before they put a dollar in DeFi.

This week Ethereum is debating EIP-8361, a proposal that would cut ETH staking yield roughly in half.

Why does that matter beyond stakers?

Because DeFi's biggest building blocks are yield-bearing ETH tokens like wstETH: staked ETH, wrapped so DeFi can use it as collateral.

-->> They grew this large because of the yield.

The two lines below show what happens when you remove pieces of the DeFi network at random vs. starting from the biggest.

Removed at random: flat. The system barely notices.
Removed by size: off a cliff. 90% connected drops to 21%.

Whatever EIP-8361 does for ETH the asset, it changes the reason DeFi's biggest pieces exist.

Full analysis below 👇

[Xerberus @xerberus]

EIP-8361 is being debated as monetary policy.

Our dependency graph says it is also infrastructure policy for DeFi.

We ran percolation analysis on every on-chain dependency in Ethereum DeFi, roughly 12,200 building blocks.

Two findings matter for this debate:

1. Remove 1% of the network at random and connectivity barely moves (90.5% to 89.4%).

Remove the top 1% of hubs instead and the connected web collapses to 21.3%. The system is robust to chaos and fragile to anything that lands on the hubs.

2. The hubs do not back each other up. Assortativity is negative (−0.24) and the rich-club coefficient falls to zero at the top. Each hub stands alone.

Now look at what the hubs are. In our live systemic-token ranking, five of the top eleven are ETH liquid staking tokens. wstETH alone sits under roughly $1.6B of potential forced-sell pressure from positions that use it as collateral.

Staking yield is the gravity that built that layer.

Every leveraged staking loop, every wstETH lending market, every restaking wrapper prices off it. EIP-8361 would cut net consensus yield from about 2.6% to 1.2% today, and to zero if half of ETH ends up staked.

There are many valid arguments on Ethereum issuance policy.

The following is not one, but a view on potential systemic risk of the proposed policy.

The debate so far weighs stakers' revenue against ETH's monetary premium, and the dependency graph adds a third item to the ledger: DeFi's collateral layer is concentrated in yield-bearing ETH wrappers with no redundant backbone behind them.

Changing the economics of that yield changes the load on the load-bearing walls.

Which walls, exactly?

We ranked every building block by that question.

That list is in Part 4, out next.

The percolation analysis behind this post is Part 3, linked below:

https://t.co/rA6wouAHHN

[Truu🐻‍❄️ @Truunik]

@zoomerfied i assume this would be done as damage control?

doesn't seem to make sense otherwise?

[Truu🐻‍❄️ @Truunik]

@JoestarCrypto @MNX_fi OK, now this is interesting 👀

Mega coming back??

[Truu🐻‍❄️ @Truunik]

@0xLouz @DefiIgnas Unloopers rn

[Truu🐻‍❄️ @Truunik]

@galileowilson Wow… I want there too

[Truu🐻‍❄️ @Truunik]

@betty_nft Too cute

[Truu🐻‍❄️ @Truunik]

@ilodiwow You such a saint 🥂

[Truu🐻‍❄️ @Truunik]

@adultarts Pivot to @MiniMax_AI 🤝