The Wolf of Flow

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The Wolf of Flow

The Wolf of Flow

@WolfofFlow

The Wolf of Flow $WOLF. JOIN the pack. NFT now live on @opensea on @flowblockchain https://t.co/4ntyTjEsQ4

Katılım Mayıs 2024
776 Takip Edilen515 Takipçiler
Retro Dodo
Retro Dodo@retro_dodo·
Blind bags + Nintendo handhelds? Well, shoot, I'll take eight.
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Analogue
Analogue@analogue·
International Superstar Soccer 64 (Konami - 1997 - N64)
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This Is Football Gaming ⚽🎮
ISS Pro Evolution was released on this day in 2000. Konami Tokyo's masterpiece. Fluid, organic gameplay requiring patience and thought, sublime animations and excellent physics. Dodgy techno soundtrack but decent atmosphere. Master League makes its debut. Memories of this one?
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The Wolf of Flow
The Wolf of Flow@WolfofFlow·
hey @AlphaYields_AI PYUSD ready to roll?
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AlphaYields@AlphaYields_AI

𝐇𝐞𝐫𝐞'𝐬 𝐭𝐡𝐞 𝐪𝐮𝐞𝐬𝐭𝐢𝐨𝐧 𝐚𝐥𝐦𝐨𝐬𝐭 𝐧𝐨 𝐃𝐞𝐅𝐢 𝐯𝐚𝐮𝐥𝐭 𝐚𝐧𝐬𝐰𝐞𝐫𝐬 𝐝𝐢𝐫𝐞𝐜𝐭𝐥𝐲: "𝑯𝒐𝒘 𝒅𝒐 𝒚𝒐𝒖 𝒄𝒉𝒐𝒐𝒔𝒆 𝒘𝒉𝒊𝒄𝒉 𝒑𝒓𝒐𝒕𝒐𝒄𝒐𝒍𝒔 𝒓𝒆𝒄𝒆𝒊𝒗𝒆 𝒎𝒚 𝒄𝒂𝒑𝒊𝒕𝒂𝒍?" The honest answers fall into three groups. 𝐆𝐫𝐨𝐮𝐩 𝐨𝐧𝐞 𝐢𝐬 𝐫𝐞𝐩𝐮𝐭𝐚𝐭𝐢𝐨𝐧. The protocol uses @aave, @Morpho, or @CurveFinance because those names carry weight. Selection runs on brand, not data. 𝐓𝐡𝐞 𝐫𝐢𝐬𝐤: When a well-known protocol underperforms, capital sits there anyway because the brand is intact even when the returns aren't. 𝐆𝐫𝐨𝐮𝐩 𝐭𝐰𝐨 𝐢𝐬 𝐀𝐏𝐘 𝐜𝐡𝐚𝐬𝐢𝐧𝐠. The vault rotates into whichever protocol shows the highest advertised yield that week. Selection runs on aggregator dashboards; which, as we've documented, diverge from realized share price by 3+ percentage points on average. 𝐓𝐡𝐞 𝐫𝐢𝐬𝐤: Capital chases displayed numbers, not delivered ones. 𝐆𝐫𝐨𝐮𝐩 𝐭𝐡𝐫𝐞𝐞 𝐢𝐬 𝐝𝐚𝐭𝐚-𝐝𝐫𝐢𝐯𝐞𝐧 𝐬𝐜𝐨𝐫𝐢𝐧𝐠. Every candidate vault gets indexed block by block. Share price history is computed across multiple rolling windows. Audit status, drawdown history, and TVL composition are tracked. Aggregator figures are cross-referenced against on-chain reality, and vaults whose numbers diverge significantly are excluded. 𝐓𝐡𝐞 𝐫𝐢𝐬𝐤: It's more demanding operationally. 𝐓𝐡𝐞 𝐛𝐞𝐧𝐞𝐟𝐢𝐭: Every allocation decision can be defended from on-chain data. ayUSD runs group three, with one filter most don't apply: every candidate vault has to show at least 9 months of share-price-verified performance before it qualifies for inclusion. We allow exceptions when diversification across chain, strategy type, or underlying protocol justifies it, and we publish which vaults get the exception and why. This is what vault selection looks like when the rules are written down. The opposite; "trust us, we picked good ones", is how most major DeFi vault failures of the past 18 months started. If your yield product can't show you the scoring criteria behind its allocation, you're trusting reputation. Reputation breaks the moment a protocol underperforms.

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Maxi
Maxi@Maxi_NMQE·
No tengo ganas de jugar otra cosa que no sea FIFA16, el gameplay es super completo
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The Wolf of Flow retweetledi
AlphaYields
AlphaYields@AlphaYields_AI·
𝐀 𝐯𝐚𝐮𝐥𝐭 𝐭𝐡𝐚𝐭 𝐩𝐚𝐢𝐝 𝟏𝟓% 𝐀𝐏𝐘 𝐚𝐭 $𝟓𝐌 𝐜𝐚𝐧𝐧𝐨𝐭 𝐩𝐚𝐲 𝟏𝟓% 𝐀𝐏𝐘 𝐚𝐭 $𝟓𝟎𝐌 𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐲: The conversation about DeFi yield rarely accounts for what scaling does to it. Marketing copy reports a number. The number is reachable. The number is not the same number at a different deposit size, and the reason isn't farfetched. 𝐒𝐥𝐢𝐩𝐩𝐚𝐠𝐞 𝐢𝐬 𝐧𝐨𝐧-𝐥𝐢𝐧𝐞𝐚𝐫 𝐰𝐢𝐭𝐡 𝐬𝐢𝐳𝐞. A $100K position entering a strategy that earns its yield from a $10M pool moves the pool's price slightly. A $1M position moves it more. A $10M position can move it enough that the entry itself eats into the expected return. The pool's depth, the trade's direction, and the strategy's holding period all interact with slippage in ways most APY calculations ignore entirely. The math is concrete. A lending market with 80% utilization pays a high supply rate. A new supplier showing up with $5M can push utilization to 75%, which mechanically reduces the rate everyone earns, including the supplier who just arrived. The act of depositing changed the yield. This is the mechanism behind every "yield compresses with size" headline, and it's specific, not vague. 𝐂𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐢𝐬 𝐫𝐚𝐫𝐞𝐥𝐲 𝐥𝐢𝐧𝐞𝐚𝐫 𝐰𝐢𝐭𝐡 𝐓𝐕𝐋. A strategy that holds $20M can often hold $40M without losing returns. A strategy that holds $40M may break at $50M. The breakpoint depends on the underlying source; a lending market is constrained by demand, a funding rate strategy by counterparty depth, an options strategy by open interest. Each has a different ceiling. None of them scale infinitely. 𝐌𝐨𝐬𝐭 "𝐡𝐢𝐠𝐡 𝐀𝐏𝐘" 𝐬𝐭𝐚𝐛𝐥𝐞𝐜𝐨𝐢𝐧 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐚𝐫𝐞 𝐬𝐢𝐥𝐞𝐧𝐭 𝐨𝐧 𝐭𝐡𝐢𝐬. The numbers they advertise are reachable for the first $50K to $500K of deposits. After that, the strategies they rely on cannot absorb size without breaking the headline. This is why ayUSD vaults are sized against capacity from the start. Each underlying vault has a defined depth limit that's computed from the strategy's underlying mechanics, not from optimistic projections. When a vault approaches its capacity ceiling, new capital routes elsewhere automatically. The system trades headline yield for sustainable yield, deliberately. The depositor question that follows from this is direct: "𝐚𝐭 𝐰𝐡𝐚𝐭 𝐀𝐔𝐌 𝐝𝐨𝐞𝐬 𝐲𝐨𝐮𝐫 𝐜𝐮𝐫𝐫𝐞𝐧𝐭 𝐲𝐢𝐞𝐥𝐝 𝐩𝐫𝐨𝐝𝐮𝐜𝐭 𝐬𝐭𝐚𝐫𝐭 𝐭𝐨 𝐥𝐨𝐬𝐞 𝐢𝐭𝐬 𝐞𝐝𝐠𝐞?" If the answer is "we haven't modeled it," that's information.
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The Wolf of Flow retweetledi
Flow Devs
Flow Devs@flow_developers·
Apple shipped passkeys in iOS 16. Every consumer login offers Face ID. Web3 still asks users to copy 12 words onto paper (and pray your gf doesn't throw it away by mistake). Flow accepts WebAuthn keys as native signers per FLIP 264. Sign instantly. Key never leaves the device.
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Mega Drive
Mega Drive@ComuDoMega·
Vou irritar alguns agora.
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The Wolf of Flow retweetledi
Ankr
Ankr@ankr·
AI that hallucinates your smart contracts isn't a reliable dev tool. No sir. @flow_blockchain just fixed that with a Claude Code plugin built specifically for Web3. No more confidently-incorrect code. Instead, one that actually works.
Flow.com@flow_blockchain

Flow now has a Claude plugin that gives you an army of AI Agents to build the next killer app. It ships 11 specialized skills: DeFi architect, tokenomics expert, smart contract specialist and more. Built around primitives on Flow not available anywhere else. Get started 🧵

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The Wolf of Flow
The Wolf of Flow@WolfofFlow·
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AlphaYields@AlphaYields_AI

Your vault is showing you an APY. 𝐃𝐨 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 𝐰𝐡𝐢𝐜𝐡 𝐦𝐞𝐭𝐡𝐨𝐝 𝐢𝐭 𝐮𝐬𝐞𝐝 𝐭𝐨 𝐠𝐞𝐭 𝐭𝐡𝐞𝐫𝐞? If you don't, here are four common ways to do it, and why we choose not to use any of these methods at AlphaYields. 𝐓𝐫𝐚𝐢𝐥𝐢𝐧𝐠 𝟕-𝐝𝐚𝐲 𝐀𝐏𝐘 annualizes the last week of yield activity and projects it forward. It's the most common number on display, and it's accurate as a snapshot. The problem is that it lags. If a vault generated 30% APY for two weeks because of an unusual market condition, the trailing number keeps reporting 30% for weeks after the condition disappears. 𝐓𝐫𝐚𝐢𝐥𝐢𝐧𝐠 𝟑𝟎-𝐝𝐚𝐲 𝐀𝐏𝐘 smooths the same calculation over a longer window. It's less volatile, but it also takes longer to reflect a regime change. A strategy that broke last month might still show last month's numbers today. 𝐈𝐧𝐬𝐭𝐚𝐧𝐭𝐚𝐧𝐞𝐨𝐮𝐬 𝐀𝐏𝐘 is computed directly from current utilization curves on lending protocols like Aave and Morpho. It reflects what a depositor would earn if conditions stayed exactly as they are right now. They never do. The number swings with every block. 𝐈𝐧𝐜𝐞𝐩𝐭𝐢𝐨𝐧-𝐭𝐨-𝐝𝐚𝐭𝐞 𝐀𝐏𝐘 annualizes the entire history of a vault from its first block. This sounds rigorous, but it's misleading for established vaults whose early-period returns were artificially inflated by launch incentives, low TVL, or both. A vault that paid 50% in its first three months and 6% for the next two years will still report a flattering blended number. Each of these methods captures something real. But none of them, on its own, tells you what you actually earned holding the position. The method that shows you everything laid out is called: 𝐓𝐡𝐞 𝐒𝐡𝐚𝐫𝐞 𝐏𝐫𝐢𝐜𝐞 𝐂𝐨𝐦𝐩𝐮𝐭𝐚𝐭𝐢𝐨𝐧 𝐌𝐞𝐭𝐡𝐨𝐝. That's what we employ at AlphaYields. Because, share price is the truth. Everything else is an estimate.

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Crypto Fergani
Crypto Fergani@cryptofergani·
BUY. ALTCOINS. NOW. THEY ARE DOWN 99%, THEY CANT GO LOWER NOW EASY 100X FROM HERE
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soap
soap@soapweb3·
What memecoin is here right now?
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