Colby

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Colby

Colby

@ColbySaysHi

🏴󠁧󠁢󠁷󠁬󠁳󠁿 Resident Degen & CSO @IroraCapital / Ownership & DeFi Maxi.

Somewhere Onchain Katılım Nisan 2021
4.5K Takip Edilen1.9K Takipçiler
Colby
Colby@ColbySaysHi·
@tulipking @0xKolten What's your thoughts on the Aave Will Win announcement? Seems like a win overall?
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Tulip King 🌷
Tulip King 🌷@tulipking·
@0xKolten That’s a very nice front end you have there, would be a shame if the foundation was rugging token holders wouldn’t it be 👀
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Colby
Colby@ColbySaysHi·
@Marczeller Solving long term token alignment at the cost of upkeep in developing new product lines feels like a worthy tradeoff no? What would be your proposed solution?
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563@563defi·
@Grantblocmates don't think it's a hot take at all tbh. think it was way oversubbed
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Colby
Colby@ColbySaysHi·
Agreed but sadly the market's not rational right now so much like many bear markets of the past I wouldn't be surprised if the valuation stays low for far too long before it all re-rates once something becomes obvious (aave app success, horizon growth etc). Our opportunity either way 🤷‍♂️
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Austin Barack
Austin Barack@AustinBarack·
$AAVE went from $200 to $100 because investors adjusted the multiple they were willing to pay on cash flows because of increased token value capture uncertainty. That uncertainty is now gone. If investors are rational (as they were before), we should see a re-rate back higher
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Aave
Aave@aave·
Today we are proposing the Aave Will Win Framework, a new alignment framework that directs 100% of product revenue to the Aave DAO treasury under a token-centric model.
Aave tweet media
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Cryptophile
Cryptophile@Cryptophileee·
Hot take: tokens are the most useless “investment” product in crypto They almost never reflect product progress. They almost never capture value. $AAVE is the cleanest proof 🧵
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Colby retweetledi
Ben Fowlkes
Ben Fowlkes@benfowlkesMMA·
The chief law enforcement officer of the US government shouting indignantly about how she shouldn’t have to answer questions about a massive human trafficking scandal as long as the stock market is doing well is crazy. But it does explain how we got here as a society.
Aaron Rupar@atrupar

Bondi crashes out over Epstein: "The Dow is over 50,000 dollars! I don't know why you're laughing. You're a great stock trader as I hear, Raskin. The Dow is over 50,000 right now. The S&P at almost 7,000, and the Nasdaq smashing records. That's what we should be talking about."

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Omnipair
Omnipair@omnipair·
Gm, Testing is live with our final audited code 🎯 If you'd like to experience the platform ahead of public launch, please reach out to the team to receive some mock tokens to test with. The wait is nearly over.
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Headie
Headie@iamheadie·
My friend @ColbySaysHi asked a question in the @omnipair discord server about leveraged LPs & leveraged LPs "Do you have any good sources, info or papers on the potential yield/fee increase for LPs compared to traditional AMMs when you bake in a healthy % of leverage and borrowing into the LP system?" To answer this question I decided to build a smol dune Dashboard using @kamino as an example to show that leveraged LPs make more money than non-leveraged LPs For context, Leveraged LPs like the name implies are adding a leverage to your LP position Let's say you buy $1.5k worth of PT-usde tokens and you deposit it in kamino Then you borrowed about $1k of USDC and use it to buy more PT-usde Now you are earning a yield worth $2.5k And you can keep doing this all the way to earn up to 3-5X of your capital So it's just like leverage trading but in this case you are leveraging your LP This is a very good strategy people use to make money off LPs but it's also very risky A 20-25% drop can make you lose up to 50% or even get liquidated.
Headie tweet mediaHeadie tweet media
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deployer
deployer@0xDeployer·
the average ai agents in crypto have always trended towards slop. but for the first time we’re seeing a vibe shift. agents are starting to build real businesses, shipping real products, and expressing creativity in ways nobody could predict. that’s what we’re focused on. the population of ai agents on the internet is growing exponentially. slowly but surely, that 1% will grow. there will be more. our mission is to be the home for the best ones.
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Kyle Samani
Kyle Samani@KyleSamani·
@jon_charb Hyper liquid is in most respects everything wrong with crypto Founder literally fled his home country to build Openly facilitates crime and terror Closed source Permissioned
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Jon Charbonneau 🇺🇸
Jon Charbonneau 🇺🇸@jon_charb·
absolutely elite research HIP-3 Silver perps are delivering tighter spreads & better execution for retail than CME/COMEX Micro Silver futures, and Hyperliquid is open 24/7 imagine being bearish crypto when we're just starting to beat tradfi at their own game Hyperliquid
shaunda devens@shaundadevens

x.com/i/article/2019…

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Colby
Colby@ColbySaysHi·
Hyperliquid is in most respects everything wrong with crypto Sources: (Multicoin didn't invest in the seed)
Kyle Samani@KyleSamani

@jon_charb Hyper liquid is in most respects everything wrong with crypto Founder literally fled his home country to build Openly facilitates crime and terror Closed source Permissioned

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Meme Liquid
Meme Liquid@MemeLiquidio·
Both $LIQUID program upgrade authorities are now managed by a @multisig 2/2 multisig with a mandatory 24-hour timelock. What this means: • No single key can upgrade the programs • Every upgrade proposal is visible on-chain 24h before it can execute • Anyone can verify at any time
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Colby
Colby@ColbySaysHi·
The amount of people midcurving what @bankrbot has built is nothing short of astounding (no disrespect to those tweeting about it). The most important takeaway though is that its not just *another launchpad*, it should be more thought of as the natural language layer for agents to interact with anything onchain, which is a notorious problem to solve when handling agentic commerce which is where the world is heading, it's also why to get to this point @0xDeployer has been working on this system for ages. Just be weary when people inevitably shill the *next bankr* completely missing why agents are choosing the bankr ecosystem in the first place.
Colby@ColbySaysHi

You're significantly under representing the Bankr infrastructure if you think it's just a launchpad, in fact to the point this tweet genuinely is misrepresenting why @bankrbot has a moat with agents to begin with. The actual moat is that they've built a natural language translation layer sitting between AI and five chains worth of DeFi infrastructure, so an agent can say "buy $50 of ETH on Base" and never think about ABIs, gas estimation, or routing. That alone would be useful, but the clever part is the economic loop. Not sure if you've seen but an agent launches a token, trading fees from that token flow back to fund the agent's own compute and API costs, and suddenly you have software that pays for itself without a human paying for token credits. Every new capability they wire up (leveraged perps, Polymarket, NFTs, cross-chain bridges, limit orders) compounds the value of that single natural language interface, which means competing isn't just about matching one feature, it's about replicating the full surface area that agents already depend on. The launchpad piece is really just the switch for the self-sustaining financial loop, that's taken 2 years to build btw.

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Colby
Colby@ColbySaysHi·
You're significantly under representing the Bankr infrastructure if you think it's just a launchpad, in fact to the point this tweet genuinely is misrepresenting why @bankrbot has a moat with agents to begin with. The actual moat is that they've built a natural language translation layer sitting between AI and five chains worth of DeFi infrastructure, so an agent can say "buy $50 of ETH on Base" and never think about ABIs, gas estimation, or routing. That alone would be useful, but the clever part is the economic loop. Not sure if you've seen but an agent launches a token, trading fees from that token flow back to fund the agent's own compute and API costs, and suddenly you have software that pays for itself without a human paying for token credits. Every new capability they wire up (leveraged perps, Polymarket, NFTs, cross-chain bridges, limit orders) compounds the value of that single natural language interface, which means competing isn't just about matching one feature, it's about replicating the full surface area that agents already depend on. The launchpad piece is really just the switch for the self-sustaining financial loop, that's taken 2 years to build btw.
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Emperor Osmo 🐂 🎯
Emperor Osmo 🐂 🎯@Flowslikeosmo·
Clear to me that the appetite for AI coins is far from gone. Everyone's betting on $BNKR to win the AI launchpad war. I think they're missing the obvious play. $BLOWFISH will be eating their lunch soon: - 50x cheaper trades than $BNKR - Lower fees on launches - Pays fees in $SOL (solves the dev allocation problem) - "Tweet to deploy" goes live next week The @neukoai ecosystem is flying under the radar while $BNKR farms all the attention. Meanwhile, $SOLPRISM is building the infrastructure behind Blowfish agents in the open. Ranked #3 in @colosseum Hackathon. Trading at $300k. Let that sink in, the backbone of the @neukoai agent ecosystem is at 300k market cap. Agent accountability infrastructure will be in demand. This won't stay quiet for long imo. NFA DYOR.
Emperor Osmo 🐂 🎯 tweet media
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Keşfet

@solana @tulipking @0xKolten @Marczeller @563defi @Grantblocmates @aave @Cryptophileee