Ham 🦋

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Ham 🦋

Ham 🦋

@HamDefi

It's so hard to be humble when you're looking like Ric Flair Contributor @ReserveProtocol

England Se unió Mart 2020
1.6K Siguiendo323 Seguidores
Ham 🦋 retuiteado
ETH Plus (ETH+)
ETH Plus (ETH+)@ETHPlus_·
New to ETHplus and looking for the right thread to pull? Mint, DeFi supply, governance, docs and analytics all in one place 👇 linktr.ee/ETHplus__
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Ham 🦋 retuiteado
ETH Plus (ETH+)
ETH Plus (ETH+)@ETHPlus_·
A new $ETH yield opportunity has entered the chat. Delta-neutral ETHplus DeFi yield with yield so high it's breaking our graphics... Live on @lagoonfinance. Curated by @tulipacapital. Honourable mention to @GearboxProtocol with their unincentivised looped ETHplus/ETH strategy. A DeFi OG stack using @beefyfinance tech and vault curation from @kpk_io 🚀
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Ham 🦋 retuiteado
ETH Plus (ETH+)
ETH Plus (ETH+)@ETHPlus_·
An fresh RFC has just dropped on the forum proposing an adjustment to the ETHplus revenue share model. The proposal explores; 📈 Increasing the total take rate from 5% to 10% 📉 Decreasing the allocation to RSR stakers from 5% to 3% 🤲 Introducing a 7% protocol fee Want to know more? 👇
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Ham 🦋 retuiteado
Decentralized Ranger Folio
A majority of CMC20 revenue is coming from mint fees Fees are used to: Buyback and burn $RSR 🔥 Reward $RSR vote-lockers 🎁 If CMC20 continues to grow, it will be interesting to see at what point TVL fees catch up to mint fees
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Ham 🦋 retuiteado
Sohom
Sohom@ScalerSohom·
@HamDefi @ETHPlus_ loved reading this. a very thorough analysis on liquidity and collateral assets.
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Ham 🦋
Ham 🦋@HamDefi·
Thanks for taking time to read the report. Comments like this make it worth it! :) Not sure if you're aware but these are released every quarter so the next in the series has just dropped. Check it out below, interesting to see how the balancer hack on 10/10 is still affecting liquidity two months later. forum.reserve.org/t/report-ethpl…
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Ham 🦋
Ham 🦋@HamDefi·
Just dropped a new @ETHPlus_ liquidity report, aiming to be the most comprehensive analysis of minting and redemption curves, on-chain liquidity and the liquidity of its constituent collateral assets. Hoping that it will inform and educate the community on key metrics, guide governance decisions over the next quarter and provide assurances for institutional capital allocators that they can enter and exit large positions safely. Check it out.
Reserve DTF Governance@DTFgov

Governance Alert 📢 [REPORT] ETH+ Liquidity Analysis Q4 2025 dlvr.it/TN7LyJ

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Ham 🦋 retuiteado
Decentralized Ranger Folio
@ETHPlus_ is leveling up ⬆️ New proposal: 1⃣ Update the mandate to include select, safety-first Liquid Restaking Tokens (LRTs) for deeper liquidity + scalability. 2⃣ Codify a formal DTF methodology: eligibility + selection rules, quarterly rebalances, and standardized reporting. ETH+ is governed by $RSR Read the full proposal & discuss below 👇
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Ham 🦋
Ham 🦋@HamDefi·
What Founder Mode is to Under Cover Boss is exactly the same as what a Marathon is to a 100m sprint. Undercover Boss sees senior executives work frontline roles and highlights a simple truth; truth travels faster than hierarchy. Both discover broken processes, perverse incentives, and cultural issues that never surface in reports but where as Undercover Boss is reactive; episodic and corrective, Founder Mode is proactive; structural and continuous. The key difference is sustainability. Seen this way, founder mode is not anti-management. It is anti-detachment. By maintaining an ongoing connection to the frontline leaders can stay close to the mess and lead from the front. Undercover Boss makes this insight emotionally obvious in an hour of television. Founder mode makes it operational as a long-term leadership philosophy. paulgraham.com/foundermode.ht…
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Ham 🦋@HamDefi·
Doing my best to help feed the beast 🫣 This can't be the easiest way... looking forward to @raphbaph and @StableLab sensemaking experiments!
Raphael Spannocchi@raphbaph

DAO communities grappling with existential questions can be beautiful. Exhibit A is this 120 reply monster thread on @reserveprotocol forum: forum.reserve.org/t/rfc-rsr-heal… What's clear is that Discourse is not a good tool for these discussions. Right now we're starting early experiments with harmonica.chat. Next might be a facilitated Negation Game. Sensemaking is the wei!!

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Ham 🦋
Ham 🦋@HamDefi·
@raphbaph Feel like i've seen this before... such an excellent post. Eager to hear the wider ecosystems response!
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Ham 🦋 retuiteado
ETH Plus (ETH+)
ETH Plus (ETH+)@ETHPlus_·
No rebalancing, no trend chasing, just indexed exposure to the ETH staking ecosystem. 🥧
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Ham 🦋
Ham 🦋@HamDefi·
Did you miss the last DTF vote? Delegate to someone who didn't. Your tokens stays in your wallet. Your voice remains represented. Quick and free to set up, easy to revoke & leaves a lasting impact. More info 👇
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