HennaKryp
668 posts

HennaKryp
@HennaEva
Crypto - DeFi Veteran, JPEG connoisseur, love NFTs , artists … not this dodgy market
New Jersey, USA Katılım Ocak 2021
36 Takip Edilen114 Takipçiler


Thoughts on DeFi catalysts:
- RWA portfolio of Maker is sizeable and accounts for the bulk of stability fees foreshadowing what DeFi at scale can look like
- Larry Fink (Blackrock) alluded to this during his Fox interview talking about the tokenization of assets
- Think RWA as a % of DeFi AUM/TVL will rise considerably and main recipients will be battle-tested DeFi protocols in L2s (best guess would be Base or other) where all the participants are KYCd
- Critics of RWAs point to oracle and counter-party risks. Which are valid concerns but still miss the point of the benefits of having digital tokenized representations of RWAs and atomic execution on-chain (= cost reduction of settlement and distribution of RWAs)
Sky@SkyEcosystem
As of May, MakerDAO's total Real-World Asset (RWA) portfolio reached a value of 2.34 billion DAI. In terms of distribution, how has this portfolio been allocated, and what outcomes has it produced? Let's find out ↓
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@poopmandefi @Panoptic_xyz @Defi_Warhol @DeFi_Cheetah @danblocmates @Moomsxxx @cryptojesperk @crypto_chief_ Thank you for the comprehensive thread.
However how does it solve liquidity issues ? For sure there is plenty in Uniswap but if there is no Panoptic LPs there is no liquidity. Pricing also is unclear,how is it priced ? Last think is how they deal with one-sides liquidity on V3?
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The option market is struggling in DeFi due to two major limitation:
💧 Liquidity issues
💲 Pricing problem
With panoptic, it addresses the issues by enabling traders to deposit/withdraw Uni V3 LP as an analogous to trading options 🦄.
An easy 2 digest 🧵 on @Panoptic_xyz 😋:

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@DodgerBluFitted @CelsiansNetwork No you get 36% plus some equity you can reduce the equity amount to get 48% of your dollar value at the time of bankruptcy + some equity in the new entity.
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@CelsiansNetwork So Earn gets 36 percent back in kind if we vote yes,
48 percent if an organized liquidation?
Ill take the 48 percent for 500 Alex
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@guil_lambert @Panoptic_xyz Can you elaborate please in your example K>S on ETH/DAI pair in Uniswap liquidity pool, ETH can only be moved on-sided for value > S no ? So how does it work for ITM Call in this example?

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@HennaEva @Panoptic_xyz Traders can indeed buy/sell ITM positions
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The problem that any protocol faces in order to gain traction is how to attract liquidity.
This has proven fatal for many DeFi options protocols, where a lack of liquidity hinders trade and market making (in a very chicken-and-egg way).
How does @Panoptic_xyz solve this?
1/5
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I wasn't around from 2018-2020 (I was one of the many that left the space), but by all accounts, that crypto bear was WAY worse than the current one.
It seems like the NFT bear however seems an order of magnitude worse than what's happening with the coins.
Mass fear, mass capitulation, no real end in sight, lots of people leaving.
Day after day, week after week, month after month of red.
I think this is a good time to take a step back and zoom out. I know a LOT of people who have lost enormous sums of money (myself included), and it can feel pretty damn bad at times.
Playing the "what if" game is hard to break out of.
Comparing your current worth to your ATH net worth.
Something that helps me is knowing how many people in crypto have lost it all and made it all back, simply by sticking around and working hard and being sensible and learning from past mistakes.
The space is brutal. Absolutely brutal. Wallets get hacked/drained, centralized exchanges rug us, there's infinity scammers out there, the freaking UNITED STATES OF AMERICA seems out to get our industry at the best of times.
If the reason you are here is purely to make money, you will probably always be going a little insane.
But if you are here because you believe in something deeper -- because you GET the point of a decentralized, censorship-resistant, immutable, public, blockchain -- then it makes it a whole heck of a lot easier to stomach the swings.
If you are here because of the people, the tech, the potential, anything, really, but number go up -- it makes it so much easier to maintain conviction.
Not easy necessarily, just easier.
If you're spiraling and feeling down, this is a REALLY great time to take a step away from Discord, Twitter, and checking your portfolio value.
There's not much you can do right now about it -- you can try and buy or sell stuff but then you're trading at a time of peak emotional turmoil and I doubt you're going to be making rational choices.
Take a few days, reset, relax, literally fucking touch grass, spend time with loved ones, catch up with friends, go to the movies, play diablo, whatever.
It's just a great time to zoom out and take a break.
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@arrington @tomlombardi @FahrenheitHldg That would be fantastic; but, you should be aware that the community is now unhappy with what you've proposed.
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On Celsius process: We look forward to engaging with the community promptly after both the earn/borrow mediation (July 17) and OmniBus hearing on July 18. More specific details after the US holiday weekend. We are very eager to communicate.
Simon Dixon@SimonDixonTwitt
Am I the only one concerned that nobody from @FahrenheitHldg has made any effort to engage #Celsius creditors since the disclosure statement was published? 🤷
Monaco 🇲🇨 English

Rate limits increasing soon to 8000 for verified, 800 for unverified & 400 for new unverified
Elon Musk@elonmusk
To address extreme levels of data scraping & system manipulation, we’ve applied the following temporary limits: - Verified accounts are limited to reading 6000 posts/day - Unverified accounts to 600 posts/day - New unverified accounts to 300/day
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@WallStreetSilv That’s a firework … not a weapon…. You can tell the shot at equally spaced.
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HennaKryp retweetledi

@CelsiansNetwork Stupid people thought that as it’s valued 20cents they will get 20 cents …
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@futsol1002 @CelsiansNetwork If you are earn and vote for the plan you get 48% of the value on filling date + equity. If not you don’t know maybe few other years.
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@CelsiansNetwork Please create a 2-sided chart with "IF you Vote for the plan, we get... IF you Vote against the plan, we get....in layman's terms with round number examples, including (ie. Earn & Loans). I believe this may provide a clearer understanding for folks.. (i am not equipt to do so)
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