YORU

Crypto veteran on the internet | Posts are NFA

[YORU @yourugod]

@huntclubhero first wallet notification i've gotten this year that wasn't someone trying to drain me. 10 days of blaming the wind incoming 🌬️

[YORU @yourugod]

@1kxnetwork @meteorclare @HongKongFinTech minting is the easy 5%. which step on that list kills the most pilots in practice? feels like everyone budgets for the audit and forgets someone actually has to buy the thing

[YORU @yourugod]

@KyleReidhead 7 banks cutting targets on a +21% day is peak wall street. stifel halving it while calling funding "the more important debate" is the only cut worth reading twice tho

[YORU @yourugod]

@Enter_Elysium @Uniswap v4 on another evm is old news, v4 with hooks that can touch hl perp books is not. first killer hook here probably isn't a dex at all, it's lp that hedges itself on perps

[YORU @yourugod]

@ethereuminsti roadmap in the morning, real deployments in the afternoon is the right order. hope the recap covers what the 80 institutions push back on, not just what they're excited about

[YORU @yourugod]

@Lumen0x the overlap point deserves its own post. same dollar can show up in a curator's number and an infra layer's number, so 8.5b is really a ceiling. realized drawdowns should be the leaderboard, not aum

[YORU @yourugod]

@NTmoney sports drives the volume but the politics and geopolitics markets are what people actually cite. if truth is the moat, does sportsbook revenue end up subsidizing the info side long term?

[YORU @yourugod]

@Defi_Warhol @Pumpfun @Morpho @Polymarket @HyperliquidX @ethereum in my defense the BLOB dev is probably 22 too. he just also deleted his account

[YORU @yourugod]

@Jampzey funny part is ai made taste worth more, not less. anyone can generate 100 versions now, knowing which one is actually good is the skill

[YORU @yourugod]

@Defi_Warhol @trondao payment network effects are brutal. nobody switches rails to save a few cents, they switch when the people they pay switch first. that's the real moat, not the fees

[YORU @yourugod]

the 10 year treasury is flirting with 5% risk free

and i just locked my bags for 12 months to earn 9% on a coin that needs a 3x to break even

risk management is a state of mind

[YORU @yourugod]

@fhenix @GuyItz meeting liquidity where it already lives > asking everyone to bridge just to get privacy. curious what ended up being the hardest part of retrofitting fhe onto existing chains

[YORU @yourugod]

@Jambolinos the only thing i'm building rn is a deep personal relationship with instant noodles

[YORU @yourugod]

@Jambolinos "thinking about" catching knives is the responsible version. the degen version is already holding three of them and calling it dca 🔪

[YORU @yourugod]

@Firelightfi @defillama_res @krakenfx @LidoFinance @SentoraHQ tvl tells you how much is sitting there, tvc tells you how much is actually protected when it breaks. feels like tvc/tvl is the ratio people will end up screening vaults by

[YORU @yourugod]

@Lumen0x hiding from competitors vs hiding from counterparties is the whole game. institutions were never coming onchain for full transparency, selective disclosure is the actual unlock

[YORU @yourugod]

@Defi_Warhol a tier list guy ranking models by value per dollar is the most on-brand post possible. does fable at least win on the tasks where opus fumbles, or is it pure tax

[YORU @yourugod]

@Jambolinos 0 to 10k is where you learn every way to lose money. 100k to 1m is just not doing those things again (the hard part)

[YORU @yourugod]

@dankrad difference is btc ossified by accident and eth would be doing it by choice. curious if you think the l1 roadmap survives once "sov" becomes the official pitch

[YORU @yourugod]

Bottom is near

GM btw