jfab.eth
@josefabregab
toilet cleaner at @Hyve_DA | prev. growth at @MetisL2 | a veces escribo | opinions are my own.
I'm extremely excited to share that I have joined @Hyve_DA as Head of Ecosystem! I've always pointed out the lack of protocols growing the pie and truly accelerating consumer adoption, so it makes me ecstatic to join a team who is precisely taking on that challenge and has all…
This is true for any asset as collateral thanks to @symbioticfi's Universal Staking framework. WstLINK can be restaking collateral. The only requirement for this is builder demand: apps wanting to be secured by staked LINK. @chainlink BUILD apps are the best candidates IMO.
Your assets' journey from the moment you deposit them until these are securing Hyve, or any network on @symbioticfi.
listening to bachata while buying remilios ask me anything i dare you
Decentralized Oracle Networks (DONs) still rely heavily on AWS. Even @chainlink, which is the most robust DON by a large margin, relies on AWS. One of the use cases for @Hyve_DA's transient object storage that excites me the most is Oracles. You'll hear a lot more on this soon.
No one's talking about it but Horizon can bring hundreds of billions (USD) to @aave via RWAs. When (not if) this takes place, Aave won't be the only winner. @chainlink will win big. Depositors and the crypto ecosystem as a whole with the right DeFi composability. Can't wait.
After Horizon launch, Aave will have three business lines: - Lending and borrowing, with $50B in net deposits - GHO, generating premium revenue for the Aave DAO - Horizon, enabling TradFi assets as collateral Aave will be the backbone of all finance.
Whoa, @aave has bought more than $14M worth of AAVE tokens via buybacks, now worth almost $19M. Simultaneously, treasury value has also been going up during 2025. Flywheel in effect. Dashboard by @Token_Logic.
Aave keeps melting faces. - TVL broke $50B and its OTW to $60B. - Daily fees on the rise, consistently surpassing $2.5M / scratching $3m. - Daily revenue consistently surpassing $300K for the last 10d. No incentives? No problem. @aave is, unarguably, crypto's liquidity hub.
Sure, Hyve is secured by @symbioticfi, but have you ever stopped and wondered how? It starts with users staking their assets. It ends with capital efficiency and economically secured networks. How Does Symbiotic Secure Hyve - ELI5👇
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On Solana, @chainlink's oracle market share is slowly reaching 20%. I wouldn't be surprised if the number keeps growing until EOY. However, I'm curious as to how do competing oracles plan to retain or even grow market share with Chainlink as a new market entrant.
HE DIDN'T BLOW UP HIS PORTFOLIO, HE'S RUNNING A HIGHLY PROFITABLE AIRDROP STRATEGY ON HYPERLIQUID.
Every protocol and their mother claim to be permissionless and censorship resistant while storing all data in AWS. Make it make sense. Can't wait for @Hyve_DA to launch.
The Total Value Secured (TVS) of @chainlink is less than 10% away from its ATH. Quietly SOARING. We know what happens next.
CLOBs built using on AWS are centralized. CLOBs built using Celestia/EigenDA can’t scale. CLOBs built fully off-chain are not transparent, self custodial, or DeFi composable. That’s why we’ll see most CLOBs and data-intensive apps building on @Hyve_DA + @symbioticfi. Soon.
The ideal CLOB merges top attributes from CEXs (i.e. Binance) & AMMs (i.e. Uniswap). However, high data throughput, low latency, scalable economic security, & decentralization are required to do so. No data infra currently provides this, but Hyve + @symbioticfi will soon.
Posted this 8 months ago. Still accumulating. @aave's TVL is at ATHs, up 60% from 2021's ATH, 24H fees are soaring, currently at $3M, but its MC is 35% away from ATHs. AAVE is a Top 10 token sitting at a $5B MC, and it's not far fetched to think it can hit $100B TVL this cycle.
The best way to make money as a trader is to find market inefficiencies. For example: Even though @aave will most likely turn on the fee switch for the first time very soon, $AAVE's MC is still trading 2.6x away from its ATH. However, probably not for long.