Wenee
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@Wenee75 @DoCryptoBred didnt the ceo of cardano threatened a 16 yo kid to send the fbi because he vibe code an exploit in like an hour 😂
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I wanted to post this last night because I was following the Kelp and AAVE situation very closely.
My personal conclusion is simple: AAVE only got hit this hard because it is the most liquid DeFi protocol.
Some people wrote, “This is an architecture problem,” as if shared liquidity itself were bad. But v3 became the biggest protocol in the market with exactly that architecture. And if something large and trusted gets exploited again — whether it is a PT-Ethena position, cbBTC, LombardBTC, or something else — it will not matter whether the design is “multi-market” or something like Morpho. If the pool is liquid enough, it can be drained.
This is DeFi. That is the risk of new technology. These systems need to be stress-tested over time and through situations like this. AAVE remains the top DeFi protocol in my view. This incident only showed once again that the tech is still new, and yes, it will keep getting exploited from time to time. Nothing actually happened on the AAVE, Compound, or Euler side at the core protocol level — they got hurt because they are real DeFi systems that actually work and can support serious size. What I am trying to say is that the one who gets hit is often the one who is actually capable of doing something at scale.
My view is that DeFi will be exploited many more times in the future. If Morpho had a $500M Kelp pool in the same situation, that $500M could have been drained too. That is the exact RISK/REWARD profile that creates the possibility of outsized returns compared with other assets.
Crypto is the way it is because the upside exists alongside the risk. From AAVE’s side, I do not see any real fault here. In my opinion, the community and Crypto Twitter did not actually understand the situation and reacted with pure hate and panic.
I am not closing my position. I am adding on this dip. I think the retail reaction has been completely irrational.
Maybe I am missing something. Maybe I am wrong. This is only my opinion, and I can absolutely be wrong, but I am telling you honestly how I see it.
I think this will settle down and that AAVE is oversold. If you disagree with me, it is probably better to withdraw funds from the Vault.
AAVE does have a problem right now, but in my opinion any DeFi protocol would have had the same problem in this situation, and many more similar cases will happen again in the future. I see this sell-off as nonsense, and time will put things back in place.
I do not want to be out of position in the top asset of the strongest, fastest-growing, and most promising sector in a market that is likely still moving higher.
I have said this a hundred times already: I think AAVE is being unfairly hated in this situation, even though it worked, works, and will continue to work extremely well.
app.hyperliquid.xyz/vaults/0x65401…
#AAVE #DeFi #Crypto #Ethereum #Hyperliquid

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@papaxem4 @DoCryptoBred Ah, so SUI has a little more million in TVL, but no one actually withdrew over 300 million USD there, right? :-) Awkward answer from you...
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@Wenee75 @DoCryptoBred Nobody hacks Cardano because there’s simply no money there!🤣
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@CrypttoManiac_ Já jsem nacpanej v Midnight. Tohle bude gamechanger v kryptu. Navíc má zajištění před kvantovým útokem.
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@CrypttoManiac_ Bitcoin bude kvantově prolomený za pár let. Nemá smysl ho kupovat...
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Exactly ten years ago today, I founded @CyberCapital
It is now the world's oldest liquid multi-token fund!
Avoiding all the major pitfalls was the key to success: In crypto, surviving is thriving!
Here are seven hard-earned lessons every crypto company should live & die by: 🧵
1. Fundamentals before hype:
By refusing to follow the hype cycles & instead sticking to the fundamentals with conviction. We were able to avoid getting wiped out by major disasters, such as Luna, Celsius & FTX. As value investors, we also always stayed far away from the more speculative aspects of crypto, such as memes & NFT's
2. Only work with good people:
It is absolutely vital that the people we work with are good, functional human beings. A single narcissist in the founding team can bring the entire organization crashing down. The psychological make-up of people really matters, especially when founding a new company, so please make sure you know who you are getting in bed with. A breakup between founders can often be worse than a divorce
3. Value alignment:
This is where a shared set of values can really help cement a team & the company culture. That is why we will always choose a "crypto native" over someone who is not embedded in that culture. As there is usually a lot of overlap between a person's ideology & psychology
4. Grow & shrink with the cycles:
Crypto has been going through a distinct boom & bust cycle. Cyber Capital has radically shrunk & grown again following these cycles; if we had not done that, we would not have survived. So, be cautious with growth & ruthlessly cut the company down when needed
5. Change:
We must evolve with the times while always sticking to our core principles. In Cyber Capital's case, our investment thesis evolved radically over the years while still maintaining a principled value-investor thesis. We also shifted our sales focus from high-net-worth individuals to family offices & fund of funds, recognizing the changing sales environment. As our product was better appreciated by more sophisticated investors
6. Conviction:
We have to believe in our own product & have the patience to see it through. That is why the majority of my own capital has been invested in Cyber Capital's fund over the last decade, even paying the same fees as everyone else!
7. Purpose & meaning
Find something you can truly be passionate about, so that you can dedicate the rest of your life to it without regret. For me, it was giving clients direct exposure to the real future of finance & money. Based on our independent research. Giving them the peace of mind that we never invest in nonsense, which there is still plenty of in crypto. Instead, we invest in projects that deserve our support, thereby also supporting the crypto/cypherpunk movement as a whole
Conclusion:
There is a lot to being an entrepreneur. It requires almost an insane level of self-belief. In the product & the underlying team & vision
During the hard times, I have funded the company myself to keep it going, even coming close to bankruptcy on multiple occasions. All because I believe in our unique value proposition & see the long-term value in what we were doing were others might not at that time
We do not play dirty VC games, we do not wilfully ignore reality. We act & allocate with intellectual honesty, with a clear mandate aligned with our value-investing thesis. That is why we only allocate towards the best of crypto beyond the hype
That is meaningful; that is an idea we can still get behind today, a decade later
It is better to try & fail than to never even try. If you are thinking of starting up a new crypto venture. Then please take these hard-earned lessons to heart
A company is made up of people; those people & its culture are what define it. It can never just be the brainchild of an individual. It grows, evolves & becomes something more. Something greater than the sum of its parts
Thank you to everyone who believed in Cyber Capital & our mission. It would not have been possible without you! ❤️
The last decade has been one hell of a ride & there will be many more decades of Cyber Capital to come in our lifetimes & maybe even beyond. To build is to create something greater than ourselves. Thank you again for helping us to achieve that beautiful goal together! 🔥
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Video tutorials are great.
How-to guides are useful.
But the real proof is in the product itself.
We prefer to underpromise and overdeliver.
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@FaberaJiri Piráti 😆😆 Brzy vás Naše Česko strčí do kapsy, neni co řešit 💪😘
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@DEATH23180452 @jiripribyl Čeká nás velmi výživný rok na fundamenty, musíme minimálně na dolar😆
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@jiripribyl A pak je tu Cardano, sice je to úplně mimo téma, ale i tak jsem ho musel zmínit.
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🚨Solana will dump to $0 in 2026 US court will BAN PumpFun soon I analyzed lawsuit and court filings Here's full breakdown and what's next👇🧵
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