DCF GOD

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DCF GOD

DCF GOD

@dcfgod

care less

Katılım Ocak 2021
4.2K Takip Edilen101.8K Takipçiler
DCF GOD
DCF GOD@dcfgod·
They say it has no governance But their whitepaper says it governs
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DCF GOD
DCF GOD@dcfgod·
In sep 2025 the Hegic treasury had nearly $150M ... each HEGIC was backed by 25 cents We wrote a proposal to deliver this value back to $HEGIC holders... in collaboration with someone on hegic team! But molly and whoever took over discord shut it down without letting anyone vote Now we trade at 1.5c... still a fraction of the book value Will they ever do something? Derive ate their lunch for the on chain options market... but they can still deliver a fat W to everyone who holds hegic (including us) She did it for white... time to do it for hegic.
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DCF GOD
DCF GOD@dcfgod·
✅Etherfi buybacks are back on (no clue why they were off for a few days) ✅ Final investor vest sent out. No more VC overhang. ✅ Daily spend at ATH using cards ($2.5M/d) ✅ Staking TVL back above $6b ✅ Upbit listing yesterday ✅ Adding ~300 new cards a day ✅ CAC going down, ARPU going up, Payback period compressing sallygazzy mode note: dcf cap seeded ethfi
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DCF GOD
DCF GOD@dcfgod·
better times
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Linda Xie
Linda Xie@lindaxie·
I thought after the everyone is getting hilariously rich and you're not christmas sweater photo, we agreed collectively as an industry we prob shouldn't do more fancy photo shoots
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DCF GOD
DCF GOD@dcfgod·
Surprised grok lets you generate ai images with copywrite characters when openai / gemini will just reject the request
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Nick | Derive
Nick | Derive@itseneff·
March has been Derive's highest fee month in the last year, and there's still 2 weeks left
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STRAT
STRAT@TradeOnStrat·
One Account. Every Market on Earth.
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DCF GOD
DCF GOD@dcfgod·
There will be a repricing event when yall realize - this team is here to stay and it’s safe to hold for more than a week - all the value is for the token and they genuinely believe that - they’re spending on growth is extremely calculated - growth is continuing in this market - tvl on the restaking side looks crazy as eth goes up again - there are no more investor unlocks - they have real users that aren’t on ct and will launch a trading product to them - there are basically no other teams in crypto that just added $100m revenue business lines and didn’t slap a new token/raise on it Salgidadgadze mode Note: dcf cap seeded etherfi
Austin Barack@AustinBarack

$ETHFI card product continues to set new highs (over 60% of revenue now comes from the neobank product) $50MM active buyback program Last investor unlock on March 18th Next major resistance around $0.89. Will be interesting to follow.

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DCF GOD
DCF GOD@dcfgod·
Just another +30% and we’re back to where I “bought the dip”
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DCF GOD
DCF GOD@dcfgod·
Single user that’s been early to derive even when rates were meh is 300-400M notional What happens now that liquidity is good, more traders are willing to trust it, and users prefer on chain / self custody (hyperliquid v coinbase) Note: dcf cap holds drv
D2 Finance@D2_Finance

Some markets simply need better derivatives, and options are the perfect instrument to create custom payoffs. It’s long overdue. We have been ‘waiting’ since 2023 for @DeriveXYZ to hit this hyper-growth phase. Even though it feels like we’ve been trading on Derive forever, this is just the beginning. We’ve put up about $300M–$400M in notional since December 2023. 📈 Higher.

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Miyamoto
Miyamoto@iruletrenches·
the only timeframes that make sense for $DRV are the weekly and monthly, everything else is just noise. after onchain perps, the next massive market is onchain options, and it’s growing exponentially. $DRV will get repriced 100x higher sooner or later
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