Nomatic
@Nomaticcap
Investing @4RCapital Co-Host of @edge_pod Writing at http://the-edge.xyz
SBET might be the most misunderstood stock on the NASDAQ. @ethereumJoseph just turned a floundering gambling affiliate into a $450M ETH treasury earning real staking yield. This might be Ethereum’s biggest TradFi Trojan Horse yet. A breakdown 🧵
Pump it up. Our most swole campaign yet!
The Summer Pump is here! ETH is pumping and to celebrate, we are pumping up the ETHFI incentives Up to 2M $ETHFI will be distributed to new depositors. Deposit weETH or liquidETH now, and start earning ASAP: ether.fi/app/weeth Details below👇👇
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 👇
"He might be right this time"
JIM CRAMER EYES BITCOIN, ETHEREUM AS HEDGE AGAINST $37 TRILLION US DEBT
Building on the original thesis that the growth of net new value, which I categorize as M0 in DeFi (encompassing real-world yield / assets), will drive the expansion of DeFi and, consequently, M2 (DeFi lending markets and credit facilities), it is evident that M0’s growth has…
Still early 🏖️ $SBET - Capital deployed: [█▒▒▒▒▒▒▒▒▒] $1B / $5B $BMNR: ETH supply targeted [█░░░░░░░░░] 0.25% / 5% The Ether Machine - Capital deployed: [░░░░░░░░░░] $0 / $1.5B $GAME - Capital deployed: [█▒░░░░░░░░] $30M / $250M
Join us tomorrow at 12 pm EST for a new Yield Talks on The @edge_pod featuring Ethena Head of Research, @ConorRyder and InfiniFi Founder @RobAnon94. RSVP 👉 x.com/i/spaces/1eaKb…
infiniFi - A new system with higher yields, unlimited scalability & no leverage. Your stables working for you.
GAIB!
🎙️ Stay tuned for a new @edge_pod today on a compelling DeFi yield, one generated using a synthetic dollar for pooling capital to finance neocloud providers. 📈 @gaib_ai will be a huge picks-and-shovels play for AI, but in the form of a yield-bearing asset onchain. #AiFi
I feel like both Near and Everclear are playing the long game.
Everclear has secured a strategic investment from the NEAR Foundation to scale Crosschain Clearing for Digital Assets. Capital has been deployed via equity, $CLEAR acquisition, and an operational loan. Here's what the @NEARProtocol and Everclear partnership unlocks! ↓
ETH Strategy Public Sale Opens in 24 hours (approx 9:00AM ET, 9:00PM SGT, 1:00PM UTC) DYOR, docs are live, please read them first. DO NOT PARTICIPATE if you have not read the docs, presale thread, do not understand the risks, or if this sale is not suitable for you.
ETH Strategy Announces Public Sale
Too Much TVL Kills Yield? Biggest question from @infinifilabs users: "Will more TVL mean less yield?" The short answer: no. infiniFi is built on a model that scales yield with volume, not against it. InfinfFi leverages the depth and maturity of DeFi fixed-yield markets to…
Hyperliquid
🎯Happy new $BNB ATH. Hope you were paying attention. This shit is going to go a lot higher this cycle.
This thread is mispriced
I look for mispricings. Benicio del Toro is a mispriced actor. Christopher Nolan was mispriced after he made Memento (back in 2000). The Audi A6 is mispriced relative to luxury brands. CoreWeave was mispriced at 15x PE in private markets. The ETHE / GBTC trade was…
Pendle in practice - Riding the $SPK wave via Implied APY The market just gave us a perfect case study on why @pendle_fi= alpha. Let's break it down: 🔹On 10th Jul, YT-USDS-SPK was at ~4% Implied APY. For those who don't know, this YT gives you the right to farm $SPK from the…
Oh no, the token from the platform whose product is to create garbage and find a bigger idiot to dump on issued a token whose only value is to find an even bigger idiot to dump on, and it ended up in the red? Who could have predicted this?
PUMP down 15% to $3.6B now below raise valuation too much unlocked on unlimited size at tge imo