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Appledore.eth ⟠ 🦇🔊
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Appledore.eth ⟠ 🦇🔊
@Appledore_0
⟠ L2 native, DeFi, Tokenomics ⟠
Katılım Mayıs 2020
471 Takip Edilen957 Takipçiler
Appledore.eth ⟠ 🦇🔊 retweetledi
Smart capital is on the move 🐴
The farm keeps growing, relayers included 🌾
Aerostrategy@aerostrategyfi
Protocol Migration Update - Autopilot → 40acres As previously communicated, we have been evaluating our path forward following @AutoPilot_xyz's transition to private mode. We are pleased to share that we are migrating our veAERO infrastructure to @40acres_Finance, and that migration is taking place shortly. What this means for you Nothing. The Aerostrategy protocol will continue to function as normal. The tax and reservoir contracts are unaffected. The $AEROSTRAT token is unaffected. You do not need to take any action. Buyback and burn continuity Our veAERO positions will be deposited into the 40acres relayer, which handles automatic voting and compounds rewards into USDC. Those rewards will continue to flow to the buyback and burn contract on a weekly basis, consistent with how the protocol has operated since the Autopilot integration. Daily buybacks and burns remain permissionless and will continue to be executed via the existing smart contracts, as they always have been. This process will remain in place until Aerodrome's sAERO migration, which was announced yesterday. We are monitoring that process closely and will share updates on our long-term infrastructure plan as details become clearer. A note on the frontend During the migration, some values displayed on the frontend may be temporarily incorrect. This is a display issue only. All funds are safe and the underlying contracts are operating as intended. 40acres Finance We are excited to be building on top of 40acres as part of this transition. More details on what this integration enables for the protocol will be shared in the coming weeks. Follow this account for updates. - The Aerostrategy Team
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Appledore.eth ⟠ 🦇🔊 retweetledi
Appledore.eth ⟠ 🦇🔊 retweetledi
“Better stablecoin infrastructure is needed…”
— @samkazemian
Issuance was step one.
Connectivity is next.
Clearinghouses solved this for banks.
@bettermoney_co is bringing it onchain.
We support this direction.
Because better money only works if it’s interoperable.
We believe $frxUSD is positioned for that 🫡
Frax@Frax
Stablecoins are better money. frxUSD is better money. We're excited to be among the initial partners of @bettermoney_co, building the clearinghouse that enables stablecoins to move 1:1 across issuers and platforms.
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Appledore.eth ⟠ 🦇🔊 retweetledi
Translation: rent-seeking intermediaries prefer centralized networks designed to protect their rent-seeking ways, as opposed to decentralized networks invented to disrupt them.
Yes. In other news, pouring water on your head makes you wet.
Laura Shin@laurashin
"Goldman's on Canton. DTCC is on Canton. There's a reason they're moving there rather than permissionless blockchains. It would be very hard for a regulated institution with trillions of dollars to connect to a permissionless chain right now." — Jessi x.com/i/broadcasts/1…
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Appledore.eth ⟠ 🦇🔊 retweetledi
🚨 JUST IN: Tom Lee's Bitmine stakes additional 167,578 ETH worth $340M
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Appledore.eth ⟠ 🦇🔊 retweetledi
Easy PQ migration path for Bitcoin: Fully migrate to Ethereum, you are in good company 😘
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Appledore.eth ⟠ 🦇🔊 retweetledi
Wat the Pendlers doing?
Beyond delivering top yields, @pendle_fi and @boros_fi are quietly expanding infrastructure and bridging traditional capital into DeFi, moving step by step toward deeper liquidity integration
All roads lead to the same destination: $sPENDLE
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Appledore.eth ⟠ 🦇🔊 retweetledi
Canton is what you get if Prometheum was run by people who’s competence matched their narcissism
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Appledore.eth ⟠ 🦇🔊 retweetledi
Appledore.eth ⟠ 🦇🔊 retweetledi
It's a great day to trade the S&P 500 on @base.
Aerodrome@AerodromeFi
deSPXA takes off on Aerodrome 🛫 The 1st licensed S&P 500 index fund token, deSPXA, just launched on @Base, with Aerodrome as its onchain trading venue. Unlike other SPX products, @centrifuge is building the ETF fully onchain, directly from the source. Swap & LP $deSPXA today.
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Appledore.eth ⟠ 🦇🔊 retweetledi
Appledore.eth ⟠ 🦇🔊 retweetledi
Henlo World!
I made an optimized version of the Aztec Prover that you can run on a Macbook-level hardware with competitive proving speeds:
github.com/carni-ships/Az…
Aztec@aztecnetwork
Alpha is live. After nearly a decade, the first feature-complete privacy stack on Ethereum is here. Developers can now build apps and contracts with ground-up customizable privacy, from execution to settlement. aztec.network/blog/announcin…
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Appledore.eth ⟠ 🦇🔊 retweetledi
Chamath may not be aware that Ethereum has been prepping for this seriously for quite some time now.
In fact, the Google paper you cited is co-authored by a lead Ethereum researcher named @drakefjustin.
Not all "crypto bros" think the same here.
Chamath Palihapitiya@chamath
I mentioned this last year on @theallinpod and the crypto bros freaked out. Two things are true about crypto bros: they are extremely technical and extremely belief oriented. Sometimes, though, the latter clouds the former. This paper from Google, though, is quite reasonable and raises some important technical questions. If you believe in AI leading to AGI/ASI in the semi near future, the most obvious honeypot to point an AGI/ASI to is cracking a crypto project like Bitcoin. Essentially becomes free money. The crypto elders should start spending more effort organizing on a timescale that makes crypto quantum resistant / proof in these next few years with a conclusive roadmap.
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Appledore.eth ⟠ 🦇🔊 retweetledi
Aztec is good and I am very happy they have chosen the hard, ethical route of launching with an unconditional exit window from day one. Bravo, truly. This is commendable and brave and should be more common.
Aztec@aztecnetwork
Alpha is live. After nearly a decade, the first feature-complete privacy stack on Ethereum is here. Developers can now build apps and contracts with ground-up customizable privacy, from execution to settlement. aztec.network/blog/announcin…
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Appledore.eth ⟠ 🦇🔊 retweetledi
Appledore.eth ⟠ 🦇🔊 retweetledi
Appledore.eth ⟠ 🦇🔊 retweetledi
Core ETH devs are collaborating with Google on attacking Bitcoin’s assumptions.
And you’re bearish ETH?
Higher.
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Appledore.eth ⟠ 🦇🔊 retweetledi
Appledore.eth ⟠ 🦇🔊 retweetledi
Appledore.eth ⟠ 🦇🔊 retweetledi
Yield Basis is scaling around crvUSD demand.
The protocol currently operates within a 1 billion crvUSD credit line from @CurveFinance DAO, supporting up to $500 million TVL at 2x leverage.
As we've mentioned many times, the bottleneck is peg stability; if @yieldbasis grew too fast relative to crvUSD supply, volatility-driven swaps could pressure the peg.
Hybrid Vaults solve this by tying TVL growth directly to crvUSD demand. Deposit crvUSD and you unlock personal deposit capacity beyond normal caps. For every $100 of crypto you want to deploy, you need $55 in crvUSD backing.
That crvUSD is staked at 4.5% APY while your crypto position earns trading fees or $YB emissions.
Key mechanics:
> First vault launches for $WETH with a $25m cap
> Personal caps are isolated. Other users don't affect your capacity
> Withdrawals require you to reduce crypto first, then pull crvUSD (always maintaining that 55% ratio).
I've been watching how they handled the rough launch during the market downturn. The fact that they're strengthening the infrastructure around crvUSD before scaling further suggests they're learning.
Whether the backing requirement is restrictive depends on yield. If markets heat up and you're earning 20%+, parking half in stables isn't a big issue. If it stays around 5%, you're probably better off elsewhere.
None of this works if the peg isn’t solid.
yieldbasis@yieldbasis
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