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Deepcryptodive.eth ๐ดโโ ๏ธโ
11.2K posts
Deepcryptodive.eth ๐ดโโ ๏ธโ
@deepcryptodive
Risk Curation @kpk_io ๐ฑ Science / biotech PhD nerd ๐ค Defipunk โ opinions are my own
๐ ๊ฐ์
์ผ Mart 2020
775 ํ๋ก์3.8K ํ๋ก์
@jerrythekid Already down 2.8% ๐ซกlet's see who can stay [redacted] longer, us or the market
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@deepcryptodive me too !
why ? because the market is wrong xD
โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ
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Bought more ETH @ $2190 ea
Why? The EMA 5/50 daily crossed bullish yesterday. And today's candle went below it, but hasn't broken it.
Historically, this pattern has a very high win rate on a monthly or quarterly timeframe. i.e. 80% chances we are trading higher one month from now.
And the tighter the gap when it survives, the better it's performed. Small sample, but I like the entry ๐ค
NFA
Deepcryptodive.eth ๐ดโโ ๏ธโ @deepcryptodive
Bought more ETH @ $1835 ea Already down 1%๐ซก
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@deepcryptodive A suit and tie to go to an event?! enjoy your TradFi congress meetup without me
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Imagine the level of lobotimization we have gone through to read "RWA-backed" and "DeFi" in the same sentence and not immeditately go "WTF girl?! go back to TradFi plz"
Onchain CeFi can be useful, but the line blurrying with DeFi gotta stop
TradFi distribution rails โ DeFi
Sonya Kim@sonyasunkim
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@A_Leutenegger @SteakhouseFi @Morpho @AragonProject What's that treshold btw? Cool setup, but I don't think I have seen any veto'ing in action yet ๐
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Another $6 million of the EF's secured by their own deposits.
Any depositor over a reasonable threshold in the @SteakhouseFi @Morpho vaults has the right to veto a change to the vault or exit using @AragonProject.
This is how you reduce counter-party risk programatically.
Ethereum Foundation@ethereumfndn
0/ The Ethereum Foundation continues to explore DeFi as part of its treasury strategy. In Oct 2025, EF deployed 2,400 ETH + ~$6M in stablecoins into @Morpho Vaults V1. x.com/ethereumfndn/sโฆ Today: another 3,400 ETH into Morpho, where 1,000 ETH in Morpho Vaults V2. Why Morpho? ๐
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@donnoh_eth Hey, at least the RPCs are free... (for now)
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@bjnpck Join us, ser
We can use more true decentralized stables in this world
luma.com/ae8v6ayn?tk=8Dโฆ
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Crypto is so dead.
All the yappers have left.
Looking forward to Cannes. โต
If you wanna talk about:
- Sustainable yield
- Unfreezable stablecoins
- How to get banned by Revolut
- Which crypto cards make sense
Or just wanna euromaxx like a proper balkaner, hit me up.
BANGER@BANGER_so
Where are all the yappers? The @KaitoAI leaderboard finally looks like it should. Real users. Real builders. Nature is healing.
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Side effect of ETH (finally) pumping a bit?
Yields on @Morpho also go up ๐ฅ
Even our safest kpk Prime vaults are printing >5% for ETH and USDC ๐
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Sure, larger vaults are less liquid by default because you take more market share, and most lending markets target 90% utilisation (so only ~10% is liquid when you're the dominant supplier).
But saying that it's just about size is a massive oversimplification. Active management makes a real difference for liquidity.
You can do things like self-limiting exposure per market and actively reallocating before utilisation spikes.
Size just amplifies both good and bad decisions. (not accusing Steakhouse of the latter btw, you guys typically do a great job)
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I was surprised to learn this, as it would impact where I'd deploy stablecoin liquidity. Personally, I need near 100% instant liquidity in these market conditions.
Atomic liquidity = % of vault deposits that can be withdrawn instantly
@kpk_io USDC Prime ($7M): 100%
Yearn OEV USDC ($786k): 92-100%
Gauntlet USDC Prime ($126M): 32-62%
Steakhouse USDC ($170M): 42-69%
No shade to any vaults offering less instant liquidity, as we often see higher yield associated with these vaults but assuming all things held equal, I'd prioritize instant liquidity over higher yield.
Deepcryptodive.eth ๐ดโโ ๏ธโ @deepcryptodive
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Deepcryptodive.eth ๐ดโโ ๏ธโ ๋ฆฌํธ์ํจ
Coming to Cannes?
Don't miss ๐
kpk (formerly karpatkey)@kpk_io
Scaling DeFi returns during @EthCC. ๐ซ๐ท Thanks to our sponsors @eulerfinance, @GearboxProtocol, @Anchorage and @redstone_defi for making it possible. Featuring speakers from leading DeFi protocols and institutional teams. March 31 ยท Cannes
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@rostyketh Narrative follows price. Always
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Suddenly whenever price go up you see influencers starting to cheerleader ETH again
Whenever price will go down, they will be back to shitting on ETH & EF, QT ETH sells by V and EF, etc
This is the playbook every influencer play to stay relevant
Ignas | DeFi@DefiIgnas
You don't need to read for long to feel bullish about the new EF mandate. Literally in the first page EF frames $ETH as self-sovereign "store of value and money" in an environment where "oneโs money arbitrarily inflated away, frozen or simply expropriated are so high." That's Bitcoin's territory. It's the opposite to their previous infinite garden slop. Moneyness is the highest status an L1 token can reach. Only BTC has any claim to it today. No other L1 besides ETH has a chance at it right now. Because if L1 teams decided to 'retire', their chains would die. Ethereum is still at risk of it today. That's why their "walkaway test" with a "thousand-year horizon" is strong goal: EF wants Ethereum to keep running if the Foundation disappears. Same as BTC.. or gold. I feel like I'm opening a Pandora box once again comparing BTC vs ETH when it comes to money, but if they achieve their CROPS framework goals, ETH would be da best money. The second weakest point is their claims on privacy. both BTC and ETH are open by design. Ray Dalio even said that central banks won't buy BTC because BTC lacks privacy and it won't be fixed, ever. Ethereum's isn't any different today. But it can, and will change. Privacy is also a key selling point for multiple new corpo-slop L1s and I'd love ETH to kick their asses. Overall, ETH doesn't need to compete with other chains by fees spent, transaction speed etc. Other chains will win against Ethereum in this competition. But other L1s can't compete with ETH when it comes to Censorship resistance, security, and moneyness factor. Add privacy and we have a jackpot. This is the highest upside game IMHO.
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@fuckyourputs @safetyth1rd >US data centres are currently powered mostly by natural gas (at over 40%), followed by renewables at 24%, nuclear at around 20%, and coal at around 15%. ๐
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Dune was actually inspired by the Middle East
Oil : spice
Fremen: the local Arabs/muslims
Harkonnen: Iโll let you deduce that
The analogy here isnโt a joke itโs directly what Frank Herbert implied.
T๐ฃแI ๐ฆ๐ฑ๐บ๐ธ@RexKwonDo92
The price of Spice rises by 10%, as intergalactic Guild shipping lanes are blocked by Fremen forces in response to the Harkonnens illegal attack on Arrakis. Arrakis, 10, 191AG, colorized
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@ruggedpikachu @BungeeExchange Sure, gbut with Claude/Codex it doesn't take a genius to do it. This is obfuscation, not true privacy
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@deepcryptodive @BungeeExchange I think Zach may be able to do it but not like your friend or customers when you want to pay them 100 bucks without them knowing your entire wallet history and balance
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Bungees Incognito mode is pretty cool. Lets you send ETH or even USDC anonymously between your wallets. Leaving no onchain link.
I read up how it works and its like a normal swap, but instead of routing onchain your deposit gets sent to a CEX (through houdini swap) and then deposited to your second wallet via said CEX. Leaving no onchain links between your wallets. The swap is done offchain.
Sounds cool, better than any mixer or anything like that. Will have to test it.
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@samczsun What's the alternative? I don't look forward to LinkedIn
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