Bavva

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Bavva

Bavva

@Bavva777

crypto market participant & stonks divine intuition @fuji_capital

✝️ Katılım Haziran 2012
1.9K Takip Edilen1.3K Takipçiler
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Bavva
Bavva@Bavva777·
adding $KTA to da watchlist @KeetaNetwork
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Stacy Muur
Stacy Muur@stacy_muur·
What's one yield protocol you trust 100% with your money?
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based16z
based16z@based16z·
Dudes be like I'm long CHEG, 373220, FCEL, 006400 (HK) and CAR
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EllioTrades Clips
EllioTrades Clips@ellioclips·
You’re risking everything in DeFi for a few extra % EllioTrades thinks putting money in DeFi right now is one of the worst risk/reward trades you can make. "The risk of losing all your money in exchange for a few percent is not worth it." "AI is creating a new generation of much more capable, much more damaging hacks and exploits throughout crypto."
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Miyamoto
Miyamoto@iruletrenches·
one thing about the chinese, they know how to hold. or better yet, they have belief.
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Ben Basche (AI arc)
Ben Basche (AI arc)@basche42·
If we don’t want T+0 settlement what was the point of crypto again?
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toly 🇺🇸
toly 🇺🇸@toly·
Build your own stable coin with t+1 settlement between markets. Kamino.usd to usdc to drift.usd to whatever has its own programmable limits and freeze authority. And pay tay to be the hack oracle. Then get the underlying stable provider to kick back the yield. All these problems are an opportunity to build a huge business. Htfu
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mert
mert@mert·
ah so this is why tradfi has all that slowness and those middlemen
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Bavva
Bavva@Bavva777·
@wassielawyer DeFi...Cefi how about we call it NeFi lol in the past we wanted DeFi to escape from the obsolete slow banking systems but now with the rapid adoption of stablecoins and folks not wanting smart contract risk to get yield we now have "Neobanking" so now we call it NeoFinance
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wassieloyer
wassieloyer@wassielawyer·
DeFi today is basically CeFi except instead of trusting a board of old men that fear jail and are regulated and insured to the tits you trust some risk-seeking 20-30 year olds with a multisig and a prayer.
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John
John@CryptoGodJohn·
Fuck it, I’m in for the long haul I’m just so convinced aliens will be the biggest news story in the world Trump will be the first person EVER to declassify that aliens are real Trump will 100% copy right MAGA Trump bring me to the promised land of generational wealth
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Hundert
Hundert@Hundert1000·
Never keep your stables at risk in defi for „safe 5% yield”. T-bills are almost the same yield, what are you even doing?
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monetsupply.eth
monetsupply.eth@MonetSupply·
with stablecoin markets beginning to become illiquid, the situation is now entering a more dangerous stage imo to break down the driving factors: the ETH market is ~16.5% backed by rsETH, and rsETH backed loans could see up to 10-15% haircut in emode if losses are socialized equally on mainnet & external chains, leaving 2-3% residual haircut for ETH suppliers after wiping out umbrella ETH suppliers are naturally incentivized to get out ASAP to avoid this, so utilization is pinned at 100%, and borrow rates are not high enough to incentivized repayment of unrelated LST loops (wstETH, weETH) to free up liquidity because it is impossible to withdraw ETH, users borrowing stables like USDT against ETH collateral cant unwind their position even when the rates for stablecoin borrowing start to spike, which severs the typical incentives scheme keeping these markets healthy now we have 2 unhealthy incentives based on the markets becoming locked at 100% utilization 1) ETH holders cannot unwind their positions to maintain healthy LTVs, and liquidators cant withdraw/sell collateral to close positions atomically, meaning that ETHUSD price drop could potentially cause bad debt 2) users supplying USDT have a perverse incentive to max-borrow other stablecoins as a way of exiting, the position has positive carry (for now) so the optionality has low cost, while if conditions worsen they can get at least 75% of their position value out of the market bottom line is, for these pooled/rehypothecated lending markets to function properly, liquidity must be preserved AT ALL COSTS. recent slope2 changes nerfing Aave's max borrow rates are having a negative effect and significantly increasing the risk of cascading market failure
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0xviet
0xviet@0xvietnguyen·
DeFi lost $700m in this year 46 protocols got hacked There is another one today Defi is dead
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Tay 💖
Tay 💖@tayvano_·
@Bavva777 Do you have literally any evidence it wasn't a hack?
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Tay 💖
Tay 💖@tayvano_·
what the actual fuck is going on yall spent that last two weeks acting like it was The Most Shocking Thing Ever that a team didnt have their market adjustment multisig behind a fucking timelock meanwhile teams dont even know how much they had stolen ????????????????
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slappjakke
slappjakke@Slappjakke·
Most undervalued cryto, drop em below 👇
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isometric
isometric@isometricmkts·
Positional PDA created on-chain for trading when opening a range-based position (trading). USDC transferred successfully on-chain to the vault's collateral account. Positional NFT minted to the trader's wallet that reflects your position's entire data. Real trading just occurred fully on-chain for an entirely new prediction market model. This is monumental. The trading portion of the Isometric protocol is fully operational end-to-end— opened a position, paid USDC collateral that moved to the correct place, NFT minted to the trader— EVERYTHING on-chain and fully working. This completely overhauls and replaces all legacy models in the space not only for DLMM/AMMs (Meteora etc) but also prediction markets. Wiring done and fully operational on-chain 1. Market creation. 2. Opening a range-based trade within a market. 3. PDA creation for position. 4. Positional NFT mint. Verify transactions here: solscan.io/account/Avd5Sn…
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🐧
🐧@Pentosh1·
China has been squeezed pretty hard in the past year. Let’s take a look at all that’s happened. China had major operational influence over the key ports at both ends of the Panama Canal through a Hong Kong based company (CK Hutchison). Trump put heavy pressure on Panama from day one of his second term, and their Supreme Court ended up canceling those contracts effectively booting the Chinese linked presence out Then the U.S. supported operations that removed Maduro from power in Venezuela (January 2026 military action), and is now redirecting the country’s massive oil resources away from China (their biggest buyer) and Russian influence, bringing it back under American-aligned control. This will even fit Venezuela greatly as It’s important to rememebr they had previously lost it to RU/China. On Iran, after earlier strikes that wrecked their capabilities and the U.S. naval blockade on Iranian ports kicking in, Trump says they’re on the verge of handing over their stockpile of enriched uranium as part of ongoing negotiations. Their air force and navy are basically non-factors at this point but don’t forget, Iran is still “winning!” And they likely have been set back years, or decades in some cases of equipment. They also just locked in a major new defense cooperation deal with Indonesia that gives U.S. military aircraft expanded access to airspace right over the Malacca Strait a critical chokepoint for China’s oil imports. On top of that, huge partnership and investment wins with the UAE (hundreds of billions in deals, AI/tech collaboration) and strengthened strategic ties with the Philippines. When you lay it all out. Panama Canal ports, Venezuelan oil, Hormuz/Iran blockade, Malacca Strait access, plus Gulf and Southeast Asia alliances how does this not look like a pretty coordinated strategy to squeeze China’s key energy and trade vulnerabilities? People were pretty quick to react and looked at a lot of events as individual events that really all tied in together.
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incorruptible trix
incorruptible trix@brane_trix·
Yeah it’s clips, packing my bags and leaving Cosmos is the only option.
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Nikita Bier
Nikita Bier@nikitabier·
Crypto has had a rough year. Maybe we should launch something to fix it.
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