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@ApeBullish

A Reluctant Artist, ML engineer, Entrepreneur, illiquid jpegs stackers. Father of my bags.

Helsinki, Finland Katılım Mart 2021
7.5K Takip Edilen432 Takipçiler
CryptoCondom
CryptoCondom@crypto_condom·
My friend @D2_Finance is criminally under followed for the amount of educational content and smart takes he has. Give him a follow.
D2 Finance@D2_Finance

Live evidence for the @aave x @KelpDAO x @LayerZero_Core governance war room on second-order risk. @avantprotocol is currently running a single $156M sUSDe looping position on Aave Mantle. $140M USDT0 + $20M USDC borrowed against it. Net APY -135% (net of sUSDe embedded yield the pain is less, but still deeply negative). Health factor 1.02. Borrow power 100%. This isn’t a rounding error. It’s one of the largest single positions on @Mantle_Official, sitting at liquidation threshold, eating deep negative carry, structurally dependent on Aave Mantle staying unfrozen indefinitely. Under the L1-backstop / L2-zeroed proposal, forced unwinds of positions like this are the transmission vector back to Core via sUSDe depeg pressure on thin L2 secondary liquidity. You can believe this position is fine in isolation. You cannot believe this position is fine in isolation AND that L2 zeroing has no second-order cost to stakeholders like @avantprotocol. Pick one. More quants, fewer lawyers in the war room, for the sake of this industry. 🫡

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Zaheer
Zaheer@zaheerebtikar·
The venture cycle is weird because it forces ideas from 3 years ago to come true today but the reality is there is little demand for ideas of 3 years ago. The space is pretty obvious in its few valuable verticals at this point but most aren’t focusing on developing this.
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Dreamcash
Dreamcash@Dreamcash·
Trading should feel like a dream. Introducing: Dreamcash 🔵 dreamcash.xyz Download the waitlist app today and start earning points every second for being early. Over $500M in volume already. Together, we leave CEXs behind. Hyperliquid.
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CryptoCondom
CryptoCondom@crypto_condom·
A $BNB ETF is unlikely to ever be approved due to the SEC's decentralization requirement (bypassed by projects like $XRP via escrow services). Digital Asset Treasuries will likely be the only way for tradfi institutions to obtain @binance exposure in a regulatory compliant manner. I expect $BNB DATs to be one of the few that do quite well due the deflationary and under-owned nature of the asset. Will be tracking NAV publicly and post periodic updates on this thesis.
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Zapdot
Zapdot@ApeBullish·
@RMCFarab can you send me the link to the articles ?
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Insider Real
Insider Real@RMCFarab·
🚨 ABC | كيس سميت كان ضمن اهتمامات ريال مدريد منذ عام 2023.
Insider Real tweet media
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Machado
Machado@fredipereza·
Machado tweet media
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CrediBULL Crypto
CrediBULL Crypto@CredibleCrypto·
With a levered long/trade you have to get comfortable with not catching every move up- that is what spot holdings are for. Can't start thinking "I might miss the move so I need to long", that's not the right approach to levered longs/trading. More on this here: x.com/CredibleCrypto…
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Fernando
Fernando@ferroso27·
@RealSeasonNT1 In: Franco Carreras Huijsen Arnold Konate Out: Lucas Modric Vallejo Alaba Rodrygo
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Rk
Rk@RkFutbol·
Madridistas if we were to sign a midfielder this summer, what is your *realistic* target?
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Real Madrid Fabrica
Real Madrid Fabrica@FabricaMadrid·
Rachad Fettal (20) signed his contract with Real Madrid today, running until June 2028. Real Madrid paid €900k to Almería. The forward will start pre-season with Castilla next week. @marca
Real Madrid Fabrica tweet media
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Zapdot
Zapdot@ApeBullish·
Kiko. Its time for a new bomba
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Zapdot
Zapdot@ApeBullish·
Kịko, you needs to drop other bombas
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Zapdot
Zapdot@ApeBullish·
@glaskara_ defensive-wise, i still think stiller >
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Trunks N. H.
Trunks N. H.@glaskara_·
Mixed feelings about this back 3. Look well coached, progression and transition controlling is good, but doubts about having Tchouaméni as CCB and Vinicius(and inevitably Mbappé)’s maximization. Arda Guler tho. Twice the player “Stiller” is.
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