buendiadas

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buendiadas

@buendiadas

Investor, entepreneur. DeFi. Building @0xumbrella

Madrid Katılım Nisan 2010
915 Takip Edilen1.3K Takipçiler
Julen Bollain
Julen Bollain@JulenBollain·
Quedan horas para que Donald Trump se ponga a jugar con el interruptor de la energía mundial como si fuera un juguete. Y no es estrategia, es puro ego con botón rojo. Nunca alguien tan imprudente tuvo tanto poder para liarla tan fuerte. Lo de atacar la red eléctrica de Irán no es una jugada brillante, es una temeridad de manual. Su sistema está disperso, no lo tumbas en dos días. Pero la respuesta sí llega rápido: escalada, barcos parados, petróleo disparado y el mundo entero pagando la fiesta de Trump. Y ojo, que aquí no hay victoria posible. Es el típico movimiento de matón que acaba saliendo mal. Antes de que Irán caiga, Oriente Medio arde, el Golfo se desestabiliza y la economía global colapsa. Aqui no hay geopolítica seria, sino improvisación peligrosa. Trump no está demostrando fuerza, está demostrando que no tiene ni idea de lo que hace. Y cuando alguien así aprieta el botón, no hay plan B que valga. Esto va camino de un desastre que solo será evitable si alguien le quita el mando a tiempo.
Julen Bollain tweet media
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maria paula
maria paula@MPtherealmvp·
Nobody in DeFi has properly read and understood Atlas Shrugged, right?
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buendiadas
buendiadas@buendiadas·
Sadly, Aave today represents the opposite principles of what DeFi aimed to solve. Zero transparency, very low profile smoke and mirrors, @StaniKulechov and @aave extracting as much as possible from token holders, zero diversity. DeFi will win (despite @StaniKulechov and @aave)
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buendiadas
buendiadas@buendiadas·
@jjvelazs Pienso al leerlo, no es también un aprendizaje social gestionar ese estrés de estar en entornos con gente no necesariamente amigable? La vida es exigente también después del cole
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JJ Velaz
JJ Velaz@jjvelazs·
Recomiendo leer esto. Para muchos sonará a flautas, pero hay puntos interesantes en esto. Al final el cole no es para educar, es simplemente una guardería para que los padres curren. Obviamente enseñan cosas, nada más faltaría. Pero por lo general el sistema educativo es negativo. unpublishablepapers.substack.com/p/school-is-wa…
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Collin
Collin@TheValueThinker·
For those wondering if this was real. YES, the odds rapidly changed today. Yesterda at 60%, today earlier 77%, then 90% and now back to 67%. This is on polymarket. Simply shows you the rapid shift of info/sentiment is being priced in prediction markets.
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Collin
Collin@TheValueThinker·
Just went from 60% to 90% now. $CLARITY Act on the way! Things are changing quickly.
Collin tweet media
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0xLouisT
0xLouisT@0xLouisT·
I agree with Marc. Only in crypto will you see a team ask for $50M+ without a detailed business plan or use of proceeds. This is amateur at best, extractive at worst. My recommendation: At least provide a detailed breakdown of projected expenses over the next 3 years.
Marc Zeller@Marczeller

x.com/i/article/2022…

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CapExPredator
CapExPredator@CapExPredator_·
A ver… evidentemente si tienes una panadería llamarte CEO es un poco pretencioso, pero si tienes una empresa de 10 millones no me parece que sea fliparse. Voy un poco por ahí, no hablo de carteras de 20mil euros. En cuanto a la diversificación tendrán los activos que consideren, no creo que sea más de verdad o más de mentira por tener casi todo en bolsa o private equity en lugar de tener inmobiliario. El concepto me parece que es el mismo, una estructura profesional para gestionar el patrimonio familiar. Si nos ponemos puristas y tradicionales ya sabemos lo que significa evidentemente, pero tampoco me parece que cambie nada más allá de la escala.
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El Loco del Dividendo
El Loco del Dividendo@LocodlDividendo·
Hay tanto desconocimiento financiero y tanto dinero sin gestionar de buena forma que hay mucha gente con el interés claro de que esto siga así para ser ellos los que se lucren de eso. ¿Que es mejor gestionar el dinero de gente con pasta o enseñarles que lo hagan ellos?, ¿quién es un problema?, ¿el que enseña a pescar o el que te vende el pescado ya cocinado? Hay mucho interés en que la gente sea ignorante financiera y mucho interés de propios influencers de bolsa. Aprende, lee, fórmate y toma tus propias decisiones, no le hagas caso a nadie solo a ti.
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Juan A.A.
Juan A.A.@JuanAALosada·
@GaliciaInvestor Galician, mira tío: 1- no puedes ir del Warren Buffet de Lugo cuando en un año histórico como 2025 has perdido dinero. Hasta mi abuela de 99 años ha ganado. 2- tanto lamento para acabar pidiendo que me suscriba a no-sé-qué 3– sigue
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Paris Rouzati
Paris Rouzati@parisrouz·
🎯
Kolten@0xKolten

I'd like to offer my perspective to help clarify the facts around the recent DAO discussions and vote. The conversation began on Dec 11 with a discussion about ParaSwap's positive slippage referrals and then, after five days of discussing that, evolved into an ARFC. This escalation signaled a desire from the community to move toward a resolution. The ARFC was then discussed for an additional five days, generating hundreds of replies, tens of thousands of forum visits, and extensive engagement on socials. Following the DAO’s established framework, the proposal was moved to a Snapshot vote exactly as it was written. Proponents repeatedly stated that implementation details would be handled in a future “Phase 2,” and the consensus was that *this* vote was about the core principle and didn't need the fine print. Nor were there calls for revisions to the proposal itself. When Stani suggested an iterative approach, many people expressed a preference for avoiding such steps. Which is fair enough, given that wasn't the expressed goal of the proposal. Only after the vote was called did a new set of “soft rules” appear such as holiday voting periods and author consent. These are not part of our current written framework. If these are important considerations for the future, I agree they should be formally discussed and added to our governance process. I have also been named by a service provider for causing "reputational damage." IMO, the real damage comes from turning internal governance debates into a public spectacle. Amplifying negative press, pushing prediction markets, and spinning misleading narratives is what harms the brand. My prior work for the Aave ecosystem reflects the exact opposite of this behavior. My number one goal since I got hired has been to make Aave as successful as possible. That means growing the brand, increasing DAO revenue, and ensuring we all win together. This year, I’ve worked closely with all of Aave's service providers to amplify their work and align our efforts toward that shared success. I’ve been a token holder since the ETHLend days, and I’ve always believed Aave's strength comes from the DAO's ability to have these debates and then come together to make a decision. That can't happen with the rhetoric that's been amplified, and encouraged, by some involved in this discussion. This ongoing drama is overshadowing what has been Aave’s most successful year yet. I believe it is better for the DAO to vote and resolve this issue so we can all move forward together.

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The Block
The Block@TheBlockCo·
'A hostile takeover attempt': Aave Labs' unilateral push to vote on brand-rights proposal sparks community outcry theblock.co/post/383464/aa…
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PaperImperium
PaperImperium@ImperiumPaper·
I will add that I think whomever controls the @aave handle really needs to be replaced. Constant RTs of Stani bullposts with zero about the governance debate(s) has strengthened the case that brand assets need to be in DAO hands. It comes off as trying to ride out the news cycle (normally a solid strategy) except that it’s just so obvious. Would have advised them to just not tweet at all rather than what you see over the last 48 hours. First rule of getting out of a hole is to stop digging.
PaperImperium@ImperiumPaper

@daninomicseth I’m generally sympathetic to the DAO with regards to owning all branding and IP. I don’t have a well-developed opinion on the specific cowswap-velora fee issue that set the whole thing off, and am not inclined to get involved in that debate.

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Tulip King 🌷
Tulip King 🌷@tulipking·
Great work @eboadom. I think the battle for Aave is the most important thing happening in crypto right now. DAOs absolutely must assert authority. @StaniKulechov buying a few million of AAVE tokens is purely theater. No more governance theater. DAOs either own the assets of the protocol or they burn it all down.
Tulip King 🌷 tweet media
Tulip King 🌷@tulipking

It's time for the DAOs to standup to the Labs and Foundations. Starting with Aave, here's my proposal for the DAO to sue the Labs and reclaim their ownership of the protocol IP, Brand, Equity, & Revenue.

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simo
simo@alphaleaked·
GOAT 🐐 In DeFi, there has never been a founder more aligned, committed, and motivated than @StaniKulechov. $10M of AAVE bought from his personal wallet. Facts only. Everything else is noise.
Stani@StaniKulechov

$AAVE aligned.

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Stani
Stani@StaniKulechov·
Resiliency.
Vicki.hl@vickydiamond21

After the market correction, @aave is the only DeFi protocol (excluding LST/LRT platforms) still holding over $10B in TVL. Years of liquidity building and a strong track record have become a moat that competitors can’t easily replicate.

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buendiadas
buendiadas@buendiadas·
I don’t even think it is the nuclear option in a negotiation. We must keep all of our options open here. The problem is DAOs do not coordinate and push enough for their rights, so centralized and organized companies end up eating their breakfast. We must coordinate and be firm if we want to see defi owned by tokens again
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Jonah
Jonah@_Jonahw·
@fredcat5150 @StaniKulechov Lets not be so quick to threaten the nuclear option. DAO should be pushing for full alignment here between Labs and DAO.
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fredcat
fredcat@fredcat5150·
Aave delegates should also be prepared to vote down V4 if it leaves the door open to too much extraction to outside entities We appreciate the work Aave labs and @StaniKulechov has done, but between the Horizon token, and now swap fees … it’s becoming apparent that Aave labs will continue to extract for their own benefit if the protocol allows for it . We want Aave labs to succeed but not at the cost of the DAO or the treasury . Mutual success for all. @Marczeller @DeFi_EzR3aL
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