Dragos Stefanescu

@0xNairolf Things have fundamentally changed in the last 6-12 months. Account abstraction and intents power a lot of stuff behind the scenes. It's incredible !

we really underestimate how much infra has improved over the last 6-7 years now we have predictable low fees, way bigger throughput, stable chains, things we absolutely didn't have before yea there were 100 useless chains along the way, but they are slowly dying (and will continue to) ethereum winning with decentralization, solana winning on consumer, hyperliquid winning perps, few other smaller ones winning their niches that is just beautiful same with ux, social logins everywhere, way more intuitive wallets, some more complex chain abstraction apps you can confidently say to anyone that tech wont be the blocker anymore and that feels GREAT

@hobincus Acu daca le zici pui sare pe rana. Au otravit tot poolul de investors din Romania, acu daca esti fondator te judeca toata lumea pt greselile lor.

@duud40 am fost la event ... s-au suparat pe mine cand am zis ca e bullshit :)) si toata comunitate mvx mi-a sarit in cap si mi-a dat unfollow :)))

Inchiderea Metaversului lui Zuckemberg cu o pierdere de 80 de miliarde de dolari imi aminteste cand am fost invitat la un eveniment ... ciudat. Eu am prostul obicei sa ma uit unde trebuie sa ajung fix inainte sa plec de acasa , asa ca m-am imbracat la costum frumos, m-am suit in masina ... ma uit pe telefon si de fapt ... era un eveniment , in metaverse 🤣🤣 .. In fine ... m-am intors inapoi in casa , am intrat pe metaverse-ul respectiv si mi-am dat seama cat de fail poate fi pentru ca respectivii s-au laudat cu sume de marketing de peste 100k$ ... si eram 4 oameni. Ma bucur ca s-a terminat si cu narativa asta ... si nu sunt nevoit sa o vad pe maica-mea prin niste ochelari VR ci ma sui frumos in masina si plec pana la ea.

@hobincus Au inventat “max extract” si au folosit sintagma inainte de Hayden.

@duud40 Au trecut 2 ani si site-ul lor e in continuare "keep building"

@IoachimViju I’s a cesspool. Most people have been burned bad by mvx

Romanian crypto scene is completely washed up it’s sad to see. CT Romania, we should do better. Let’s build something real together.

@solver_cs Yeah. Projects with positive income statements are a rarity.

@duud40 basically, that's the goal :)). Unfortunately, for many projects the business is to keep selling tokens that have no utility. The product doesn't matter too much, that's only the story they have to tell for keeping "business" alive.

If the economic model of a #crypto project isn’t based on sound money and fixed supply, then you don’t really have a clear way to measure success. A fixed supply creates a strong base for growth and a clear path to measure real adoption. At some point, the project must generate enough usage and revenue to sustain itself. If it doesn’t, you know the initial strategy failed. But with endless printing, they can always say they’re “still building.” As long as new tokens are printed and people keep buying them, the story can continue for years: building, promising, but never truly delivering.

@davidyjeong The incentives are all screwed up for this.

TGEs should happen early at low valuations for companies with proven business models, but still hungry to build if your project is already mature, why would anyone buy your token at launch? TGE-ing projects should focus heavily on the growth opportunity, not their FDV

@Senz0r07 @aloha_tsunami Sau pe o aplicație care iti ofera multe din functiile de pe un CEX dar este non-custodiala sau mai bine zis self-custodial. Noi construim @freed_finance special pt asta.

@aloha_tsunami E cel mai bun moment ca oamenii sa se mute pe DEX-uri 😁

🚨 Mai sunt doar câteva luni până când reglementarea MiCA devine obligatorie și utilizatorii europeni vor putea utiliza doar exchange-urile aliniate la noile reglementări. 📆 Practic, de la 1 Iulie ne mutăm complet pe noile platforme MiCA Compliant, iar dacă nu ați început deja să va faceți cont pe acestea, acum e probabil cel mai bun moment. De exemplu, Bybit EU vine cu o ofertă de nerefuzat în luna Martie și oferă 50$ Bonus după înregistare și APY de 3% la depunerile făcute în această lună, pentru următoarele 180 de zile. Doar îți faci cont și KYC-ul, transferi minim 100 de EUR în crypto pe exchange ( asta pentru a fi eligibil pentru ambele promoțîi) și apoi revenidici premiile din zona Rewards Hub sau Centru de Recompense. ✅ Ai 25 USDC Bonus și 20 de EUR în BTC, adică aproximativ 50$ pe care îi poți retrage, îl poți investi sau îi poți folosi oricum dorești. Atât pe exchange, cât și în afara lui. 📌 Foarte important: Transferul pe exchange trebuie făcut în primele 7 zile de la înregistrare pentru a accesa bonusul, și bineînțeles, îl puteți retrage după ce ați revendicat premiile. Ai campania aici: 👉 bybit.eu/en-EU/exclusiv…

@0xfishylosopher Should be live soonish. @octavianlojnita

installed a bunch of agent wallet mcps over the last week, now claude has ~$30 split across 10 wallets and 5 chains... time is a flat circle... someone pls fix

@Zeneca @octavianlojnita

Is there a crypto app where you can swap tokens without having the native gas token in your wallet? Basically: wallet has USDT and no ETH. Want to swap the USDT to ETH. Need gas to pay for token approval + swap. Obviously I can transfer ETH to the wallet and swap, but I remember hearing a while back there was an app that like bundled all this into a transaction, sponsored the gas fee, then took it out of the final transaction so you don't have to bother with transferring like 0.005 ETH whenever you want to do this (and ending up with infinite wallets with dust amounts of gas tokens) Anyone know what I'm talking about?

@MacroMate8 Hmmm

spoke to a prominent cefi founder who built out a crypto incubator in stealth offered me to start a company + unlimited cash + engineering team + market maker + distribution + compliance/ops solved this model is about to take off as required time to market collapses

@grahamfergs You mean like a security?

Retokenization = upgrading crypto tokens from pure speculation to actual ownership. Instead of governance, holders get real rights. Equity, rev share, cash flows.

@AriEiberman Solved in @freed_finance

It's 2030. I open my bank account. And this is my balance… Devs, do something.

@agra_gg @WildcatFi @StaniKulechov just mentioned this. Don’t let tradfi make defi their exit liquidity

Today we're launching the first secondary market for private credit onchain. Starting with wmtUSDC, in partnership with @WildcatFi. Private credit is one of the fastest growing asset classes in traditional finance. Onchain, it's still missing the most basic piece of infrastructure, a liquid secondary market. wmtUSDC is Wintermute's private credit market on Wildcat Protocol. Lenders deposit USDC, Wintermute borrows it for market making operations and pays a fixed rate in return. Wintermute is one of the most active and trusted market makers in crypto. Deep balance sheet, long track record, institutional grade counterparty. Lenders can exit. Buyers can get fixed income exposure to a tier-one borrower. Liquidity providers earn yield on the spread. This is what secondary liquidity for private credit looks like.

@D0itdifferent Makes sense. People have unit bias after all… Feed your greed and all.

@duud40 Nominal if at all, it's driven by CEXs and the fact that ppl feel more comfortable buying something at 250m FDV than 50m fdv.

the reality of the current market structure: overvalued in private → launch at fabricated FDV → get perps listing → actively mm → profit from shorts → OTC locked tokens at discount → pack up, money made, token can do whatever

@D0itdifferent You think launchpads played a role in this dynamic ? It’s probably about incentives. % fee incentivizes higher valuations.

@duud40 correct, it's funny but overvalued fdvs often catch more interest than fair valuations.

@radjathaher Until you try working with people's assets or a wallet and one mistake brings your entire shack to it's knees :))))

if per app build cost is approaching $10, we are entering a zone where 1 person from Indonesia, India, Nigeria, or any emerging market can participate in the agentic global economy anyone can become a CEO (or passive / advisory shareholder) and AI agents run the business end to end and humans just tend to the business sometimes like gardening / playing tamagotchi or giving advice to the AI (and maybe if the advice is bad AI will ignore, just like founders ignoring VC advices 😂)

@defyneric Bingo ! Most neobanks don’t even have the other revenue streams

jpmorgan chase and bank of america, the two largest banks in the us, use debit cards as a loss leader they bring customers in through a simple checking account and card product, then monetize on the backend through > credit cards > loans > mortgages > car loans > savings and yield products if you are building a neobank, learn from the biggest banks in the world the debit card is not the main revenue generating vehicle it's simply there to get users into your ecosystem