jawor

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What happens when Justin Sun withdraws 600M of $ETH from Aave? • ETH Borrow & Lend rates spike ⬆️ • The backbone of DeFi, LST looping, is temporarily unprofitable • The market stETH / ETH rate depegs ~0.3% How DeFi's biggest moves can suddenly spook leverage loopers 👇

Tomorrow at 6pm UTC, we’re back. @Hundert1000, @0xjawor and I will be serving up some fresh degen appetizers. Are you ready for on-chain season? *Not saying there’ll be one… but still.

HOT TAKE: 99% of CMOs in web3 are larps who couldn't market water in a desert. $400k? They should be paying the protocol.

Here’s a little-known fact for the 0.01%. If you already knew this… seek help.

There’s no worse trade than sizing up when your edge is decaying. Respect to anyone who clocks that in time.

This is the best thing I've written this year. If you're trying to make sense of the AI bull, the market setup, and the psychology behind the next blow-off top - read this. The TLDR: Speculation leads, displacement lags 👇

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Stage of the trenches right now is the choice of the crypto world’s new favourite man. He doesn’t tweet. He doesn’t beg for engagement. He just buys. And buys more.

The worst part of writing good tweets or articles isn’t the writing. It’s holding back from posting them until “engagement hours.” I didn’t build myself up just to let the algo tell me when to speak.

Market revisits the $PUMP ICO price. Portfolio stacks free USDC. How my stables look at me:

That's how it all began.

Did @avax just go green because of the Green Thesis? Narratives > Logos > Valuation. Higher now.