Floors

Heading to EthCC soon and mainly looking to meet teams with live products, capital allocators, and founders building for the long term despite the market. If you’ll be around, let’s connect. Reply or dm!

The Floors whitepaper is now public. We've been working on this for a long time, a token primitive where the price floor only goes up, and borrowing against it can never be liquidated and the reserve backing it earns yield while you hold. No oracles. No margin calls. No cascading sell-offs. The mechanism is mathematically proven and contracts are already in audit. We're battle-testing everything internally. Soon you'll see how to hold different and compound your assets with Floors. Testnet and Academy are coming. The floor is rising. floors.finance/whitepaper

@DefiIgnas The first wave of DeFi put price onchain. The next wave puts market structure onchain

You don't need to read for long to feel bullish about the new EF mandate. Literally in the first page EF frames $ETH as self-sovereign "store of value and money" in an environment where "one’s money arbitrarily inflated away, frozen or simply expropriated are so high." That's Bitcoin's territory. It's the opposite to their previous infinite garden slop. Moneyness is the highest status an L1 token can reach. Only BTC has any claim to it today. No other L1 besides ETH has a chance at it right now. Because if L1 teams decided to 'retire', their chains would die. Ethereum is still at risk of it today. That's why their "walkaway test" with a "thousand-year horizon" is strong goal: EF wants Ethereum to keep running if the Foundation disappears. Same as BTC.. or gold. I feel like I'm opening a Pandora box once again comparing BTC vs ETH when it comes to money, but if they achieve their CROPS framework goals, ETH would be da best money. The second weakest point is their claims on privacy. both BTC and ETH are open by design. Ray Dalio even said that central banks won't buy BTC because BTC lacks privacy and it won't be fixed, ever. Ethereum's isn't any different today. But it can, and will change. Privacy is also a key selling point for multiple new corpo-slop L1s and I'd love ETH to kick their asses. Overall, ETH doesn't need to compete with other chains by fees spent, transaction speed etc. Other chains will win against Ethereum in this competition. But other L1s can't compete with ETH when it comes to Censorship resistance, security, and moneyness factor. Add privacy and we have a jackpot. This is the highest upside game IMHO.

@tokenterminal Rails are just the first step. Moving an asset to a ledger is easy; creating a resilient market for it is the actual endgame

asset issuers & distribution rails looking good here

@thedefiedge Hello.

Revenue is the only thing that puts a floor under a token's price. Everything else is just a story you tell yourself on the way down. Most people filter by narrative. "AI coins." "RWA play." "L2 season." But narratives don't give you a floor. When sentiment flips, there's nothing underneath the price. It's just vibes all the way down. Revenue is different. If a protocol generates real fees, someone is willingly paying to use the product. That creates baseline demand that doesn't evaporate when CT gets bearish. Pure speculation tokens? The bottom is wherever the last panic seller decides it is. Revenue-generating protocols? Usage creates a floor. In choppy markets, floors are everything. One tool I like is @sealaunch_'s revenue dashboard. There are revenue charts everywhere but I like how they lay it out visually. Derivatives are dominating at $112M in the last 30 days. DEXs at $38M. Launchpads at $37M. Everything else is significantly smaller. But the trend matters more than the snapshot. Total category revenue peaked mid-2025 (~$175M/month) and has been declining since. You want protocols that held their revenue through the drawdown, not the ones that spiked once. Start with revenue. Work backward to TVL, users, and fees. Revenue is the hardest metric to fake. Everything else can be gamed.

Who is going to tell him?

Autonomous agents can monitor positions perfectly. That's not the problem. The problem is that even perfect monitoring can't prevent forced liquidation once solvency is anchored to a spot price. @demirelo on why the agentic economy needs a different collateral architecture.

@MikeIppolito_ ironically, we named ourselves after the one place we refuse to let token prices go below.

Maybe a controversial take, but I think you can tell how well a company will do based on their name

@_psyops You get it

Crypto is uninvestible for long time frame because downside risk on everything is so high for coins that don't even guarantee ownership or claim on revenue We need coins that compound wealth continuously & not constant cycles of "it's all over" or "hyped new tech narrative pump"

Missed our first ever AMA with @AvaxTeam1? Hear why Floors exists, from our founder @demirelo.

[1/6] We just published a paper. The core result: protocol-triggered liquidation in DeFi lending is not inevitable. It is a design choice. This paper, co-authored with @Lewwwk and @xTiagoSantana, is the research foundation behind @FloorsFinance. A short thread.

@thedefiedge If a token needs four protocols to function, it's an empty asset. The next standard is building yield and a permanent floor directly into the token's market structure from day one

Most DeFi yield strategies ask you to manage 3 positions across 4 protocols. Prime Vaults asks you to deposit and walk away. The way it works is pretty simple. Deposits are treated as two parts: • Principal: the original amount deposited. • Yield: accrues separately and can be claimed without touching the principal. Returns are benchmarked against Aave supply rates, with the design focused more on keeping things straightforward than chasing the highest APY. They’re launching Merkl incentives campaign for PrimeUSD and PrimeETH on Arbitrum. The campaign runs March 6 to April 2 in weekly waves. Each wave runs Thursday to Wednesday. It's another example of how DeFi keeps trying to package yield in a simpler format. It feels similar to how people park cash while waiting for clarity Pleased to partner with @PrimeVaultsHQ and highlight Arbitrum rollout.

We are builders.

@_psyops The floor is yours sir 🫡

Crypto sentiment is so down because, no one wants to play long term games, what is left is only tricks to bait liquidity to max extract, not to build long term value, holders get punished the most as they get rekt, roundtrip & lose their time believing @FloorsFinance fixes this

Avalanche Team1's Discord: discord.gg/team1

Don't miss our founder @demirelo joining a live AMA on @AvaxTeam1 Discord. Tomorrow is your chance to ask anything directly before the launch. Link below

QuillAudits has started a comprehensive smart contract audit for @FloorsFinance🛡️ Floors brings tokens with rising floor prices, always-on liquidity, and credit lines that can never be liquidated - turning market activity into durable onchain backing. Our team will be reviewing the core Solidity token logic, permissions and key mechanisms to ensure robustness as the protocol scales. Security first. Built for builders.

@DefiIgnas Agreed, check me out

After thinking about what to do in crypto, checking old and new tokens, and researching new narratives, I think the best R/R in crypto is: Just buy BTC. Then keep trying new crypto protocols with play money and keep learning to use AI tools. Something will come up.

@CryptoCam22 @yieldyak_ 🤝🔺

🐃 Yield Yak – Monthly Recap #26 🐃 🧵 Here’s what @yieldyak_ shipped in February 👇 🔺 aiAVAX Vault upgrade Cooldown reduced from 3 hrs → 60 mins 🔺 Partnered with @FloorsFinance 🤝 🔺 aiAVAX management fee reduced to 1% 🔺 Yak Intern upgrade Moving to one unified intern that can fetch data across all vaults 🔺 Additional guardrails will be added Each vault will have publicly defined maximum exposure per protocol/strategy so vaults can never be overexposed 🔺 And more

@Aightek @GroqInc Spicy 🔥

Building a research assistant on a spare Pi4🍓thanks to @GroqInc