Kenny B

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Kenny B

Kenny B

@KMagcap

Janitor @Guidance_vc | Prev: DeFi Lead @MorphNetwork @Taikoxyz and Principal @Magnus_fund

Asia 参加日 Haziran 2011
1.8K フォロー中2.5K フォロワー
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Kenny B
Kenny B@KMagcap·
Becoming a millionaire is just a few retarded trades away. 🙏
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Kenny B
Kenny B@KMagcap·
I've always found that a playful approach to innovation and growth helps startups scale a lot faster without burnout. 😌
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Param
Param@Param_eth·
FTX sold an 8% stake in Anthropic for $1.3 billion in 2024, which would be worth $30 billion today.
SBF@SBF_FTX

@Fityeth The lawyer who filed FTX for bankruptcy said Anthropic was worth "nothing" and sold the stake for $1.3b.

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andy
andy@andyteecf·
Ten hours on set, shooting content for two days straight I have never felt more out of my element in my life I am a builder. I write code, I have strong opinions about product decisions but I am genuinely terrible at handling shoots all day but there was a reason worth every hour of it “Mekora” and it exists because of a gap I kept running into personally, there is an entire generation of Vietnamese designers making genuinely world-class fashion that almost nobody outside Southeast Asia has ever seen I came across their work while travelling and spent a while trying to figure out how to get any of it back to Australia. The answer was mostly- you can't, not cleanly and even when you do manage it, there is another problem waiting. Vietnamese sizing and western sizing are built on completely different assumptions These are the problems Mekora is built around a fashion tech custom platform, not a Shopify template, because this problem does not fit inside someone else's infrastructure Mekora is actually built to improve the user experience of our shoppers We launch with over 120 pieces from more than 20 independent Vietnamese designers. women's and men's. dresses, occasionwear, sets, outerwear, streetwear, statement pieces. all of it curated, all from labels that have had no clean path to an international audience until now mekora.com goes live Saturday March 14th Make sure to try the Vietnamese style. It’s worth it
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Kelp
Kelp@KelpDAO·
Where do your rewards come from? Most stablecoins make you choose: → High rewards from crypto that disappears when markets turn → Real-world backing that's stuck at 4-5% rewards sKUSD unlocks the quadrant nobody touched: High rewards from receivables, payments and settlement flows. Real economic activity. Not market cycles.
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Amit
Amit@GAmitej·
$10 trillion moves through global trade finance every year. Ships. Commodities. Factories. Invoices. The entire physical world runs on it. You've never had access to it. Until now. 🧵
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Vend.Money (💵, 🤖)
Vend.Money (💵, 🤖)@vend_money·
Vend has been selected for the Seismic Builders Program! 🔨 @SeismicSys is building the financial infrastructure layer for the next generation of fintech - combining privacy-preserving execution, compliance-aligned architecture, and embedded financial rails. We’re excited to build alongside them.
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Lyron
Lyron@lyronctk·
Introducing Seismic's builders program. Now open to the public. We've already evaluated 50+ startups. Our first pick: @vend_money.
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Pendle
Pendle@pendle_fi·
If you're paying $1 for your dollar, then you're paying too much. Pendle - home of the cheapest dollars on Earth 🌍
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Arbital
Arbital@arbital_xyz·
Introducing Arbital: Institutional Market Making for Everyone. Arbital is a decentralised market making infrastructure - giving everyday traders access to strategies once reserved for professional market makers. This is designed for traders who want passive liquidity exposure while farming perp DEX incentives. Live on @grvt_io, @pacifica_fi, @extendedapp. Access codes below. arbital.xyz
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Kenny B
Kenny B@KMagcap·
All right bros I'm safe, most hilarious Crypto thing I've seen all week gayscan.io
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Kenny B
Kenny B@KMagcap·
Last Post-Consensus Tweet 🇭🇰 It’s been a fun productive trip and great reconnecting with everyone. Key realizations from the conf: 1.) Retail players are cooked, the industry now feels like a game for institutions. 2.) Speculation and net new innovation is at an all time low compared to previous bull cycles. I guess that’s the tradeoff for having a more mature market. 3.) There’s larger PMF in payments and stablecoins for revenue and growth compared to most verticals. Sounds boring but it works.
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Silo Labs | V3 Live
Silo Labs | V3 Live@SiloFinance·
The agETH & hgETH vaults are printing hard. At 7x leverage, Loopers earn: 🔹27% on agETH 🔹17% on hgETH More efficient borrows + predictable leverage = Smart yield earning Start looping now👇
Kelp@KelpDAO

agETH and hgETH loops on @SiloFinance are still printing. 🌱 92% LTV. Cheap ETH borrows. Reward-bearing collateral doing the heavy lifting. Here's what you're missing 👇

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Kenny B
Kenny B@KMagcap·
Sometimes I get tempted to say ain't nobody wanna build on your stank ass chain
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Kenny B
Kenny B@KMagcap·
More vesting cliff reached memes pls it's hilarious
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morph 🐈
morph 🐈@morphPOGdot23·
Told a buddy of mine to invest in S&P500 and bro sent me this
morph 🐈 tweet media
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aaalex.hl
aaalex.hl@aaalexhl·
Average perps trader farming 100 different dexes with a negative pnl for a $20 airdrop
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RISEx
RISEx@risextrade·
RISEx public testnet is live. The fastest fully onchain realtime perps DEX, where your trades, positions, and margin live in the same world as the rest of DeFi. Same block. Same state. Fully composable. Speed and composability. Finally, we have both.
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Kenny B
Kenny B@KMagcap·
Well summarized 👏
𝕋𝕖𝕞𝕞𝕪🦇🔊@Only1temmy

> tldr of the whole aave drama > aave > build one of the biggest defi protocols ever > generate real recurring revenue through cycles > create a dao > dao owns the smart contracts > dao controls risk, markets, upgrades > dao treasury captures protocol revenue > keep a private company > private company builds the frontend > controls domains, socials, trademarks > controls distribution and brand > mental model > dao = engine > brand + frontend = storefront > engine prints money > storefront decides where users go > around 2021–2022 > aave companies rebrands to avara > focus shifts to other products (lens etc) > protocol execution slowly moves to dao side > dao doesn’t run itself > service providers step in > risk, governance, upgrades, integrations > people show up daily to keep it alive > chaos labs > llamarisk > bgd labs > aci > tokenlogic > all dao-aligned, not labs employees > not just maintenance > active execution > compounding market share > compounding revenue > lrt wave > etherfi onboarding > aave becomes main lrt venue > aave prime > curated low-risk market > one of the largest aave markets > ethena > usde markets > meaningful stable borrow revenue > pendle > new users > more activity > btcfi > btc collateral expansion > narrative capture > plasma > second largest aave deployment > linea, metamask > massive distribution > kraken, ink > institutional access > okx, x layer > retail + global volume > if you use aave today > you are using dao-built decisions > not original corporate execution > innovation didn’t stop > v3.x upgrades shipped > gho iterated > done by dao service providers > many original builders left labs > now operate independently > still aligned with dao > still shipping for aave > incentives matter > token-first culture > many contributors paid in aave > not equity > service providers not extracting > ~3.5m over 3 years > ~11 people > tiny vs value preserved > then december 2025 happens > labs switches frontend swap > paraswap → cowswap > fees that went to dao > now routed to labs wallet > ~$10m per year > no dao vote > no dao discussion > delegates notice onchain > call it stealth privatization > labs response > frontend revenue ≠ protocol revenue > past sharing was voluntary > dao owns contracts, not website > dao response > frontend uses dao reputation > frontend uses dao liquidity > unilateral control = risk > things escalate fast > proposal ideas appear > seize ip > seize brand > force labs into dao subsidiary > claw back past revenue > second idea > move trademarks, domains, socials to dao > delegate usage back under mandate > snapshot vote appears > rushed timing > holidays > author disputes consent > trust breaks > governance gets messy > whales sell > token drops ~20% > zoom out > not about cowswap > not about one wallet > real question > who owns a protocol > code > frontend > or brand > dao says > if we run the engine > we should own the storefront > labs says > private companies must be able to build > innovation can’t be governed to death > both can be true > this sets precedent > for every dao + equity hybrid > if tokens don’t capture value > tokens go to zero > if contributors lose alignment > talent exits quietly > then all at once > aave still prints > but it’s not autopilot > goose lays golden eggs > but only if fed daily > story still unfolding

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