Perry ʕ·ᴥ·ʔ

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Perry ʕ·ᴥ·ʔ

Perry ʕ·ᴥ·ʔ

@The_cryptobear

Just a humble bear looking for some perspective

Katılım Aralık 2010
621 Takip Edilen592 Takipçiler
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Perry ʕ·ᴥ·ʔ
Perry ʕ·ᴥ·ʔ@The_cryptobear·
I'm a UTXO maxi
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Perry ʕ·ᴥ·ʔ retweetledi
fallen-icarus
fallen-icarus@__fallen_icarus·
Well said! 👏 People hear “on-chain order book” and immediately think “contention!” We need to move past this myth. Scarce resources get allocated by price — if it works for blockspace, why wouldn’t a fee market work for contention? 🤔
Dano Finance@DanoFinance

x.com/i/article/2041…

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Perry ʕ·ᴥ·ʔ
Perry ʕ·ᴥ·ʔ@The_cryptobear·
Huge shout out to @__fallen_icarus for all his hard work and determination to get this off the ground Can't wait to see other jump on board!
Dano Finance@DanoFinance

We are officially rebranding to **Dano Finance** — a bold new chapter that sharpens our focus on sovereign, high-quality DeFi. Even better: Dano Finance is stepping forward to join @__fallen_icarus in the **DeFi Kernel revolution**. This is how real momentum builds. 🧵👇 #DeFiKernelRising

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Dano Finance
Dano Finance@DanoFinance·
We are officially rebranding to **Dano Finance** — a bold new chapter that sharpens our focus on sovereign, high-quality DeFi. Even better: Dano Finance is stepping forward to join @__fallen_icarus in the **DeFi Kernel revolution**. This is how real momentum builds. 🧵👇 #DeFiKernelRising
Dano Finance tweet media
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Perry ʕ·ᴥ·ʔ retweetledi
fallen-icarus
fallen-icarus@__fallen_icarus·
The DeFi Kernel will eventually decouple Cardano from the rest of crypto. Its non-margin credit market creates natural demand through productive loans—not speculation. No other chain can do this. This demand will protect Cardano while the rest of crypto is in a bear market
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Perry ʕ·ᴥ·ʔ
Perry ʕ·ᴥ·ʔ@The_cryptobear·
@CXCarroll How does Russian prevent Ukraine from continuing to hit the port even after repairs are completed?
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CXCarroll
CXCarroll@CXCarroll·
@The_cryptobear They'll be up in a month. The damage is expensive but not permanent. Completely knocking out export terminals is very hard. Ukr's campaign is about depleting and repositioning Ru ADS. The economic damage is a bonus.
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CXCarroll
CXCarroll@CXCarroll·
I have a decent track record of predicting this conflict so far so here's where I see things going. (quoted tweet is from six months before we hit Fordow in 2025). Short 🧵
CXCarroll@CXCarroll

@VerminusM @visegrad24 Ukraine helped knock off Assad which in turn forced Russia out of Syria which in turn allowed Israel to turn Syria into a "sterile corridor" for Israel's non-stealth aircraft. Because of that, Israel now has the ability to strike Iran's nuclear facilities.

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Perry ʕ·ᴥ·ʔ
Perry ʕ·ᴥ·ʔ@The_cryptobear·
@CXCarroll -4M from Russia. They're not getting those ports back online any time soon
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CXCarroll
CXCarroll@CXCarroll·
... the world was facing a significant oil production surplus which was on track to hit 4mbpd in 2026. A lot of people forget this. So the world isn't down 20mbpd. It's down 20 - (7 + 1.5 + 4) = 7.5mbpd and that's before accounting for Iranian exports (about 1.5mbpd).
CXCarroll tweet media
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Perry ʕ·ᴥ·ʔ retweetledi
Santiago Carmuega
Santiago Carmuega@santicarmuega·
@SmaugPool @jonahkoch .@__fallen_icarus is one of the most interesting voices in our ecosystem. I completely agree with this take. We should stop chasing misleading metrics that represent nothing in terms of adoption.
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🪏 Jonah Koch
🪏 Jonah Koch@jonahkoch·
@The_cryptobear @SmaugPool @__fallen_icarus That’s my understanding the liquidity is seeded as intents(beacons) on the mainnet and defi protocols will build on a layer above the universal liquidity pool. It’s not either or but layers of functionality and centralization, with a decentralized p2p base liquidity.
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Perry ʕ·ᴥ·ʔ retweetledi
竜 SM₳UG
竜 SM₳UG@SmaugPool·
If you have an hour to spare, don't waste it on a litany of rants and complaints, check this out instead: youtube.com/watch?v=Pk6eNM…
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Perry ʕ·ᴥ·ʔ
Perry ʕ·ᴥ·ʔ@The_cryptobear·
@jonahkoch @SmaugPool @__fallen_icarus Just like how the Internet uses TCP/IP to communicate across different networks, the DeFi Kernel is a common standard/financial language to coordinate orders across users and exchanges
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Perry ʕ·ᴥ·ʔ retweetledi
cardano_wolf
cardano_wolf@wolf__nomadic·
This is why @__fallen_icarus's perspective as an economist is so important. Ethereum does not have the answers the UXTO Defi. We should look to Tradfi instead. This is why Cardano should embrace P2P defi and the Defi Kernel.
Raphaël Bloch 🐳@Raph_Bloch

I had coffee with a banker attending his first @EthCC. He was surprised by how little some crypto builders understand TradFi: "They’re very strong on tech. But they don’t really understand finance - how it works, why it exists. You can’t replace or improve a system you don’t understand." And the problem is, he’s right.

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