ev2

325 posts

ev2

ev2

@bullishdump

crypto enthusiast

Katılım Ocak 2022
406 Takip Edilen23 Takipçiler
Stani
Stani@StaniKulechov·
@Lukeedesigner Thank you, wait until you see the Aave mobile app :)
English
3
0
8
1.4K
Stani
Stani@StaniKulechov·
Aave Will Win, the most important proposal in Aave's history just passed with a landslide. Here's the master plan going forward: General Direction - Aave becomes fully token-centric: one asset, one model: $AAVE - To date, protocol revenue per AIP-1 has accumulated to the Aave DAO: $140M in 2025, with 2026 on track to match that despite the market downturn being limited to protocol-only revenue - The AWW proposal introduces a new revenue stream: application and product revenue generated outside the Aave Protocol, now directed to the DAO as additive revenue - This covers Aave Pro, Aave.com, Aave App, Horizon (RWAs), and Aave Kit, all flowing back to the DAO treasury - Swaps on Aave.com and Aave Pro are already generating $10–20M in new revenue on top of existing protocol revenue - Aave V4's reinvestment feature ensures that float capital in pools generates yield, creating additional revenue streams, similar to how Aave V4 Spokes open up new revenue opportunities - AWW gives Aave exposure to the full vertical stack. Owning that stack is increasingly critical in a competitive landscape where protocols get commoditized - AWW also establishes a community-protected vehicle to independently govern Aave's brand assets and IP on behalf of token holders - Aave Labs commits to working exclusively on Aave-related products, fully locked in - If you own $AAVE, you own not just the economic rights of the protocol, but the brand, the users, and the integrations In other words: everything belongs to one asset, the $AAVE token - We believe tokens are the greatest opportunity of our time to build collectively governed protocols, but a single, unified vision is essential for execution - That vision is provided by Aave Labs, working alongside all Aave service providers to grow Aave from a $40B protocol to $1T and beyond Product Layer & Distribution - Aave App will onboard millions of users with a simple, fintech-like experience while ensuring users retain full control over their funds, backed by $1M account protection per user. A card will also launch later, generating additional fees for the Aave treasury - Aave Pro will be the premier destination for power users: sophisticated features, simple on-ramping, and the best of DeFi in one place - Aave Labs has the best designers and design engineers in the space, committed to delivering a high-fidelity experience for every user - Aave Kit will provide SOC2-compliant, enterprise-grade integration for fintechs and partners - Horizon will expand with Aave V4 support and more flexible asset onboarding to scale RWAs on Aave - New Aave V4 Spokes will unlock additional collateral and address the demand side of DeFi liquidity - Together, these products aim to bring DeFi to everyone and position Aave as the base credit and repo market for the entire $400T+ TradFi asset base Engineering & Tech - Aave Labs has the best engineers in DeFi. We built V1 through V3, GHO, and most recently V4, and this is just the surface of what we're building next - Aave V4 paves the way for next-generation lending, and Aave V3 will remain fully supported and maintained by Aave Labs for years to come - We are security-first. Smart contract security, application security, and ICT security are non-negotiable, and our recent SOC2 compliance reflects that. Institutions expect it, and we deliver it - We will invest in agentic AI, opening up new opportunities for developers building with Aave Marketing - Aave has historically led crypto in brand, events, content, and partnership marketing. We're doubling down on our brand recognition and the strong foundation we've built - Going forward, we'll expand into new audiences and channels to bring Aave mainstream, building net-new, stickier userbases among people who are new to DeFi Growth - Aave will deepen relationships across the DeFi ecosystem and build new bridges with fintechs, banks and asset managers - At its best, Aave isn't a bank. It's a financial network that any fintech, bank or an asset managers can plug into, and providing the best integration tools will be key BD efforts will rely on tight collaboration between service providers such as Token Logic and our partner networks - We honor our long-term partnerships and commitments, including @chainlink - We recognize the value Aave represents today and expect partners to approach us with the same respect Governance - We support a multi-contributor model for Aave and will continue to embrace it - We will oppose any vendor lock-ins or service providers that build products for themselves at the expense of token holders - We require full transparency from the SPs and no tolerance for relationship gating as all value needs to drive to Aave - Zero value leakage: everything built with Aave's funds must benefit Aave and be owned by Aave - SPs who align with these principles and commit to what's best for token holders will have our support on budgets, as long as they are reasonable - The DAO is taking a zero-bureaucracy approach: execution and skin-in-the-game are what matter. We are competing with some of the world's most efficient and well-funded organizations, and there is zero room for friction - Every SP will have real, measurable goals. Payments for posting governance proposals are over. We've already consolidated SPs to focus resources - Governance process improvements are coming in the months ahead: more efficiency, less politics Risk Management - We will continue to support a multi-layered risk management process encompassing both an economics risk layer and a technical risk assessment layer conducted by Aave Labs - Aave's risk management will include external risk managers such as Llama Risk and Token Logic for commercial and economic assessment. Aave Labs will also establish a permanent internal risk management function to coordinate and support external risk managers, making the overall system more resilient Building a Regulatory Moat - Aave Labs has spent years building a regulatory moat around Aave's products and deepening vertical integration - Aave is one of the only DeFi ecosystems operating at scale with regulated entities, including Push Virtual Assets Ireland, which is authorised as a CASP under MiCA, alongside a UK EMI-licensed entity - We are actively pursuing additional licenses globally to enable seamless, 1:1 fiat-to-Aave onboarding for mainstream users, a prerequisite for mass adoption - We go where the bar is high Policy - Aave Labs' policy team is world-class. We've participated in every major policy consultation over the years and will continue to fight for DeFi, protecting it from harmful regulation and ensuring legal certainty for users and integrators - The next few years will be pivotal for DeFi policy. We are fully committed Our Principles - Security-first above all else. This is non-negotiable Everything we build is truly DeFi, with self-custodial access at its core - Innovation-driven, we will move the space forward by innovating and building something new - For DeFi to scale, we need new audiences. That means growing the pie by building better experiences and infrastructure for users to access DeFi - Friendly by default: anyone should be able to work with Aave if the merits support it - Build and operate in public. Everything we do will be done openly, with the highest standard of accountability This is the direction we are committing to, a multi-year journey. The foundation is set. Now it's time to build. Aave will win.
English
106
245
1.3K
201.3K
Tuvidex
Tuvidex@tuvidux·
@Endzone51 @jlbraga Estou de olho em Azzas agora… Mas aqui é Cosan, CSN, Simpar e Braskem + Raizen.
Português
2
0
2
327
JL Braga, CFA
JL Braga, CFA@jlbraga·
Notem que recentemente comecou a pipocar mais artigos como esse. Entre 2022 e 2024 nunca aparecia. To impressionado como aos poucos o estrangeiro tá voltando a olhar pro Brasil. É um começo de ciclo que termina com o Cristo levantando vôo. Aproveitem.
Drew Crawford@drewcrawford_

x.com/i/article/2037…

Português
43
41
724
64.1K
Pumponomics
Pumponomics@ThePumponomics·
last cycle i bought $sol at $20 and sold at $250. retired off that trade. i'm back in the arena. here's where my money is right now: $near: $2.1m $hype: $1.2m $zec: $300k $pump: $200k cash: $1.7m (waiting to deploy) im down on most of these. not a huge deal, i didn't buy them to sell this week. every trade is posted with screenshot proof. you'll see the buys, the sells, the wins, and the losses. no hiding. goal: $5m → $30m this cycle. last cycle solana story if you missed it👇 x.com/ThePumponomics…
Pumponomics tweet mediaPumponomics tweet media
English
162
53
925
144.9K
Axel 💎🙌 Adler Jr
Axel 💎🙌 Adler Jr@AxelAdlerJr·
Global equity markets remained under heavy selling pressure as the conflict with Iran showed no signs of easing and energy prices continued to rise. In Asia, the Nikkei 225 fell 3.6%, while futures in Europe and the United States pointed to further losses at the market open.
Axel 💎🙌 Adler Jr tweet media
English
1
1
19
1.7K
Tuvidex
Tuvidex@tuvidux·
Iron Ore/Minério de Ferro - Prompt Timespreads Solid as a Rock - SGX/DCE Very close to Brent Timespreads.
Tuvidex tweet mediaTuvidex tweet media
English
1
0
3
558
ev2
ev2@bullishdump·
@Tiagogreis Tiago, resolve esse problema do status invest. cotação travada a mais de mês com assinatura paga.
Português
1
0
0
16
CRG
CRG@MacroCRG·
the 2nd largest asset in the world just nuked -41% in 3 days this market is wild
CRG tweet media
English
93
81
1.4K
104.2K
Igor Mundstock
Igor Mundstock@igor_mundstock·
Interpretem como quiserem, mas na quinta-feira a relação EWZ/SPY encostou na mínima histórica de 2002. Compra ou vende?
Igor Mundstock tweet media
Português
85
28
757
105.6K
ev2
ev2@bullishdump·
@coinmamba Well said mamba. Time to change this game.
English
1
0
0
102
Pedro Cerize
Pedro Cerize@PedroCerize·
@ArturPC @Elainnefaria1 Não. Quando Lula saiu da cadeia eu mandei $ pro exterior. Eu sabia que ele seria eleito. Hoje estamos mais proximos de derrotar o PT que em 2021
Português
1
0
2
130
Elainne Faria🇧🇷
Elainne Faria🇧🇷@Elainnefaria1·
Eu achei que a Lei Magnitsky era por violação de direitos humanos, não achei que fosse moeda de troca.
Português
1.1K
1.6K
12.7K
423.3K
Pedro Cerize
Pedro Cerize@PedroCerize·
Esse episódio serviu mais uma vez que o Bolsonarismo é um movimento moribundo. Precisamos virar essa página Lula e Bolsonaro pra sempre.
Português
314
131
1.9K
60.1K
ev2
ev2@bullishdump·
@cckeleti @RLBernar Keleti, esse juro br precisa vir pra um número muito baixo (~8%)? Ou é outra coisa que vai atrair o $ da RF?
Português
1
0
1
152
Christian C. Keleti
Christian C. Keleti@cckeleti·
13 altas seguidas, estamos a menos de 3% de romper o high de 10 anos no EWZ. E silenciosamente a alta continua.... e 99% na renda fixa esperando.Tecnico ficando mais interessante, o tempo vai passando e ninguem entra, ainda.....
Christian C. Keleti tweet mediaChristian C. Keleti tweet media
Português
26
15
318
16.5K
Hsaka
Hsaka@HsakaTrades·
slurped a little
Hsaka tweet media
English
636
342
4.4K
493.4K
ev2
ev2@bullishdump·
@cobie @Cbb0fe @echodotxyz How much was the seed stage? Echo users can invest how much they want or is capped?
English
0
0
0
504
CBB
CBB@Cbb0fe·
A lot of team should take inspiration from Plasma team imo Raised $50m in public sale at same terms as previous round capped pre-deposit at $1B TVL while they could have raised +$3-5B easily to pump their metrics Launched mainnet 1 year only after seed round Trillions
English
70
22
765
74.4K
ev2
ev2@bullishdump·
@dicadehoje7 Estão nos grupos de WhatsApp repetindo pela milésima vez que fii é risco de renda variável com retorno de renda fixa.. enquanto isso o portfólio de ações tá -50
Português
0
0
0
10
Dica de Hoje
Dica de Hoje@dicadehoje7·
Onde foram parar os haters dos FIIs? IFIX subindo 12,5% no ano e renovando a máxima histórica.
Dica de Hoje tweet media
Português
17
3
173
8.7K
CoinMamba
CoinMamba@coinmamba·
Everyone rotated back to SOL, would be shame if ETH made a new ATH first..
English
65
10
585
39.9K
JL Braga, CFA
JL Braga, CFA@jlbraga·
10% a mais de imposto no lucro presumido??? É isso, senhores?
Português
93
91
2.3K
223.9K