Sabitlenmiş Tweet
Omen (超级危险坏男人)
3.5K posts


The @Algorand financial reports read like a confession of gross incompetence and theft.
The @AlgoFoundation should be firing from the top, not the bottom.
Cointelegraph@Cointelegraph
⚡️ NEW: Algorand Foundation cuts 25% of staff, citing macro uncertainty and a broader crypto market downturn.
English

@bigchogenergy1 both have no pmf irrelevant but didn't get the memo yet
English

@NEARLegion drive all network created value back to near token.
English

@Katana_FDN binance is major error in judgement. first miss step from this team so far.
English

Finalized tokenomics ahead of Binance Prime Sale on March 16 and Token Launch on March 18 are available on our blog post here: katana.network/blog/the-netwo…
English
Omen (超级危险坏男人) retweetledi

@lordjorx I thought it was exclusively delta neutral fee farmer. But you saying it's basically just tokenized Tbond
English

Ethena’s growth is essentially free.
I’ve been investigating how they can still pay a 3.5% APR on sUSDe when the typical "carry trade" isn't profitable right now. If funding rates aren't paying, where is the money coming from?
I checked their dashboard and realized that 89% of their assets are currently unallocated. They aren't sitting in CEXs. Instead, that capital is sitting in USDtb, which earns yield from US Treasury bonds. That’s exactly where that 3.5% comes from and I didn't know it 😅.
Only about half of the USDe supply is actually staked. There are $2.32 billion out of $5.92 billion that aren't earning that staking yield. So, what happens to the profit from that un-staked collateral?
@ethena uses it to fund their massive incentive campaigns on platforms like @merkl_xyz. I always wondered how they could afford to spend so much on growth, but the truth is it’s "free" for them.
They are using the yield from the collateral of non-stakers to incentivize new strategies, strengthen the peg, and fill their insurance fund.
It’s an incredible growth machine. They’ve built a system where the protocol grows using the idle yield of its own users.



English

@0xNairolf Took a morpho loan in same block. Washing dirty cash.
English

@Rahim_mahtab Its a fake swap. Loan raised on morpho in same block. washing dirty money on burner phone
English
Omen (超级危险坏男人) retweetledi




















