toki (defi/acc)
@0xtoki_
accelerating finance @agra_gg
not attending ethcc or any travel in coming months, fully heads down. this is a very important year. people should not forget that the #1 priority is shipping, and shipping, and shipping more.
not attending ethcc or any travel in coming months, fully heads down. this is a very important year. people should not forget that the #1 priority is shipping, and shipping, and shipping more.
.@baseapp is most egalitarian thing we've ever seen. It's insanely ambitious, and if it works, can really reshape the fabric of society.
if u’ve been sidelined on eth i believe 8 consecutive daily green candles in a row is a gud place to scale in a high conviction long there are no bag holders all the way from 2021 to dump on you and history shows that once tradfi starts bidding a coin it will never experience…
POV: looking for who scammed you
did the cobie mm thread end up just boiling down to the fact that its crypto and projects scam so mms have to scam so projects scam harder so mms scam harder and retail gets fucked and binance says hey then let me fuck you back and projects and mms scam retail harder
Solvers as aggregators of onchain liquidity was always a race to zero. For solvers to be profitable they need to monetise: - access to inventory - better pricing and/or alpha - exclusive order flow (building a venue) Natural progression of the marketplace towards…
TLDR only one solver on CoW swap is making money. The rest are either barely breaking even, most are losing $25k a month. @gregthegreek @CoWSwap This is not sustainable from a decentralization PoV
The harsh truth: Most DeFi protocols are worse than centralized platforms on; fees, rates, UX, etc. To win we cannot simply offer a decentralized alternative, but a better one. Build bigger. Agra
interesting experiment with UGC happening at cluely, we see a lot more of this from early stage companies imo
Composability is an interesting topic. Bridges got us halfway. But real composability is using your leverage yield farm on Euler to long BTC on Hyperliquid. This is what we are solving at @agra_gg
Over-consuming short form content eroding attention spans. Over-reliance on chatGPT eroding critical thinking. It's so over
interesting strategy: 1. hold stables on tier 2/3 exchanges with bids placed low on ETH, BTC etc 2. wait for big move in a relatively illiquid book 3. profit ? Can think of a few times in history where this would have paid off. Wonder what the EV of this strategy would be…
$BTC just went to zero on MEXC 🚨
Crypto entering its M&A era imo The west deregulating, and stablecoins gaining mainstream adoption from consumers to corporates I think it starts with “trad” web3 (data, payments, RWAs) and moves out the risk curve over the next few years
Onboarding the masses to defi is like inviting them to a half built trading floor. The real unlock is onboarding professionals who are already trading; forex, equities and crypto, but cant touch defi because the tooling isn’t there. @agra_gg changes that. defi/acc