0xWizard

2.1K posts

0xWizard banner
0xWizard

0xWizard

@0xdefiwizard

building @zona_io | prev. listing @okx, research @tokenterminal

Katılım Eylül 2023
1.3K Takip Edilen580 Takipçiler
0xWizard retweetledi
Zona
Zona@zona_io·
The Zona Points Program starts NOW Supplying USDC and WPROS on ZonaLend is being tracked onchain, starting May 25, 00:00 UTC. Your points and rank on our leaderboard will also be trackable on our dedicated points page soon. Lend and Borrow. Earn points. Grow with Zona.
Zona tweet media
English
12
7
33
1.6K
0xWizard retweetledi
Zona
Zona@zona_io·
ZonaLend is officially live on the @pharos_network Mainnet!
English
23
15
80
10.2K
morph 🐈
morph 🐈@morphPOGdot23·
Most men in their 20s 30s even if they’re in a committed relationship, their girls are loyal af cook and clean they will still fantasize about hooking up with hoes that just the truth
English
10
2
47
14.5K
DataLust
DataLust@DataLust_xyz·
After 2 incredible years, I’ve decided to step away from @zona_io. Startup life is a marathon, and I think I’ve finally hit the wall. It was an honor to work with @Bas3dPeasant @0xdefiwizard , but it’s time for a new chapter. Moving forward, I will be transitioning into full-time bird watcher. The pigeons know something we don't, and I'm going to find out what it is. 🕊️
DataLust tweet media
English
10
4
23
569
José Maria Macedo
José Maria Macedo@ZeMariaMacedo·
China seems underpriced It's competitive with the US in AI, has 65% of US GDP,, 1.7x its manufacturing output, and 2.7x US power capacity Yet its public equity market is only ~19% the size of America’s and trades at ~½ the P/E. Private markets are even cheaper than this
English
9
1
41
7.4K
0xWizard
0xWizard@0xdefiwizard·
the biggest disagreement i have with a lot of liquid crypto investment theses is that they use trailing revenue numbers to project post-TGE P/E ratios tbh the slate should be wiped clean - P/E starts AFTER TGE don’t assume revenues stay the same
English
5
0
7
154
Stephen | DeFi Dojo
Stephen | DeFi Dojo@phtevenstrong·
And now for some yields. 🚨YIELDS YOU MAY HAVE MISSED WHILE DOOMSCROLLING WWIII🚨 First, for the "flight to commodities" friends, I must remind you: 1) XAUT/PAXG is still printing 7-15% APR on @Uniswap at the 0.01% fee tier. It's arguably the best place for gold yield on the planet, no "real" IL and an incredibly comfortable place for those who want to sit in a store of value until the conflict settles. 2) Tranche Everything yields are actually up @roycoprotocol ⇒ 15% on @Neutrl junior (medium capacity) ⇒ 20% on @autopools junior (low capacity) @strata_markets ⇒ 10% on @Neutrl junior (infinite? capacity) ⇒ 6.2% on @Neutrl senior (50% first loss protection) There are also 2-3 markets that are currently building out tranching for @MicroStrategy STRC, which I'll post about more as they break public. I think this could be a fairly interesting narrative, especially with the @pendle_fi integrations. 3) @boros_fi is slept on This is harder to explain, but a couple days ago you could have locked in 30% funding on silver. That means you could have run a gnarly delta neutral play for the next month in excess of 15%, especially if you could have locked in CME futures when it was in backwardation. If you think the IY on Gold or Silver is low, one way you can long without leverage or liquidation risk is the LPs, which are basically full-range LPs between the YU token and the underlying collateral asset (USDT). 4) Lending ► 7% on GHO on @Mantle_Official ► 8.3% pUSD on @Morpho ► 8% AUSD on @eulerfinance ► 10% on EURC if your brave enough to go to @world_chain_ 5) @reservoir_xyz has the best yield on @ipor_io ► 13% 7day average according to @vaultsfyi ► 16% current 1day average IMO the reservoir loop has been one of the rare "diamonds in the rough" when most other YBS loops have failed. The IPOR automated loop helps avoid the pain. 6) @solsticefi and @ExponentFinance PT loop on @kamino There's currently 5M USX to borrow at 3% against a fixed rate of 5.5% PT-eUSX. At 5x leverage (max allowable) that's about 15% net. 7) @plumenetwork's nALPHA on Morpho/Mystic This one has flown under the radar for a bit, but there's 3.5M pUSD to borrow at 2.65%. nAlpha is at 9.83%, though it's almost all @blackopal_fi backed, which is a fairly small RWA backed by Brazilian short-term receivables. The net APR on this is like 71% but you have to account for the "up to 7 days" redemption time for nALPHA. great for cheat looping, not so great for manual leveraging. Bonus: PT-sNUSD expires tomorrow with $100M expiring, which is a significant portion of Neutrl's MCAP. That could lead to a temporary depeg on sNUSD for the brave arbitragers who enjoy those sorts of plays. We'll leave it at that for now! Disclaimer: Neutrl, Pendle. and Ipor ambassador
English
16
5
114
9.8K
0xWizard
0xWizard@0xdefiwizard·
who the fuck is jane and where is this street?
English
4
1
6
114
0xWizard
0xWizard@0xdefiwizard·
@CL207 hk people also walk the most out of any other region in the world distance from home to hospitals also limited because of how compact everything is
0xWizard tweet media
English
1
0
7
900
0xWizard
0xWizard@0xdefiwizard·
growing up is realizing you’re not actually interested in other cultures, you just enjoy making broad sweeping generalizations about groups of people
English
6
1
11
137
0xWizard
0xWizard@0xdefiwizard·
not looking good for loopers
0xWizard tweet media
English
6
0
12
147
0xWizard
0xWizard@0xdefiwizard·
hyperliquid or lighter should list public kpop companies ASAP so you can short them after this big korea vs SEA twitter blowup
English
1
0
6
188
Zona
Zona@zona_io·
To: ████████ Sent: Thursday, April 01, 2012 11:31 AM From: Jeffrey Epstein [jeevacation@gmail.com] is the whale willing to say he was not looping? the zona one click is the only thing that hasnt barked. im 90 % here.
English
8
1
23
979
0xWizard
0xWizard@0xdefiwizard·
@DooWanNam @Compound_xyz congrats Doo! really enjoyed working with you and the team at Sky and ofc hanging out in cannes - LFG! 🫡
English
0
0
1
67
Doo | Compound Foundation
Doo | Compound Foundation@DooWanNam·
I would like to share that I’ll be leading Partnerships for DeFi at @Compound_xyz Since my early days contributing to Sky / Maker for the past 7 years and building StableLab for the past 5 years, Compound has been a close partner and one of the pioneers that helped push DeFi into the mainstream. I have fond memories of connecting @rleshner with interested media and institutions back in DeFi’s early days to explain the promise of decentralization to the “crypto curious”. I’ve taken this on with the goal of helping revive Compound’s momentum while continuing the reputation it built as one of DeFi’s foundational pioneers. As we prepare for the launch of Compound v4, we’re focused on the next phase of adoption and expansion, with innovations designed to turn Compound into the infrastructure layer for the new financial system. I’ll be reaching out to many of you in the coming weeks. If you have ideas for growing the Compound ecosystem, my DMs are open.
English
49
3
205
14.4K