Francesco

267 posts

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Francesco

Francesco

@francXBT

DeFi Researcher @gizatechxyz ex Quant Lead @LlamaRisk 🇮🇹

Katılım Kasım 2013
995 Takip Edilen194 Takipçiler
DavideFi
DavideFi@DavideFi·
*ethmilan is over and this time it hit differently: the perspective from the ethmilan cofounder point of view* now that the conference is over i finally have the time to sit down and come back to writing on my profile (if you know you know) and share with you all how it felt from behind the scenes. our conference is run by a very small team, where for us cofounder is our “hobby” that increasingly swallows all our free time the closer we are to the event while the end of the conference usually leaves a feeling of emptiness of it being over, this year hit differently as all are beyond satisfied and electrified about how things went > the step up “this year i noticed a huge audit and step up in the community” “the best edition to date” “finally putting milan on the european roadmap” “my first crypto conference and it was amazing” when we created ethmilan as conference lovers our dream was to match our preferred international events and give an excuse to our international friends from all over crypto to come to italy and not only the usual places over and over again, and to use our conference to unify and scout the hidden talent of italy to gather under one roof every year my key focus is centered around marketing, community and technical onsite operations, with the preparation that leads to the main conference talks. ethmilan has no marketing agency, no paid partnership, no operational company, we all do everything in house. if something happened it’s only because we decided (and managed) to make it happened. > the community ingesting random attendees is not a thing anymore in the space. with less than 10% returning visitors among all editions this year, our job now is to become the conference for everyone that still believes. because we believe that our conference is for everyone like us. me and the intern know you all. every single tweet, every real content creator, every small account being excited about the event. we read you all, know what you wanted and wanted to make sure that they have a great time we invite a huge amount fo our guests by hand, and know the responsibility of having had you come to our city. we feel it like a responsibility, and really matters to us if you enjoyed our two days and loved our city. having all italians and internationals guests meet at our venue for their first IRL meetup is an experience no one can leave from you. we know how exciting it feels, and work tirelessly to make sure everyone that we want to be there comes. i really feel gave all myself to have you all enjoy your time. and toy with the tram party as a reward for the real community. people that we noticed where always there, gathering without the noise - no sponsor or speakers preference, no curious guests. the people we knew have been genuinely excited and always out there hyping up the event without any comeback. i really hope we’ll all meet again, and we’ll organize more community gatherings here and around the world to make sure you can all link up again until the next edition. if we have vibed together over these days, thank you so much for welcoming me among your gang. i’m not tagging you to not offend whoever isn’t, but you know who you are. thank you for coming! next year prepare your legs for a tour of the city v2 and your lungs for an even better tram party. > the agenda web app & the technical execution of the stages you have for sure seen me autistically locked it running around the stages. hope that we had enough time for a quick chat, cause i’m the one making sure all slides and talks went well, organized and in-check, so my mind is all over the place from start till end. so much stuff happens behind the scenes during the day, and without a production team if something worked out is because we worked hard. we always knew that having a good agenda is key for a good flow, and over the month of May i’ve built the agenda app that you all used during the 2 days. no external dev, every day until late at night, leading to the event. it was a complex but rewarding journey, trying to build the agenda app i’ve always wished to have at an event, and seeing people use it every day was an absolute joy. trying to solve a few hiccups while making sure all stages were properly flowing was an absolute chore (speakers always send their slides to you last minute) but i believe it paid off! making everything work out smoothly has a huge toll on my availability during the conference hours, but it's a duty and an honor to let you all experience a smooth event. thanks for using our agenda app, and next year it will be even better and more refined. > the team i believe this was the year where the team worked with the best vibes we ever had in this new seasons of cofnerences. last year was just one day, and while the quick turnaround of the vibes from the community was very rewarding, when it was over we felt like this year had to be special or things would have looked sour. so many other conferences are shutting down or shifting focus, and we just wanted ethmilan to win with its original should. and honestly, this edition we feel so satisfying that we are already at work for the next year’s edition, and we feel we got everything we want out of ethmilan 2026. milan blockchain week 2027 @mbw_xyz is going to be the conference of the year, mark my word. but i need to thank the incredible team of ethmilan for making this year an amazing experience @guid_eth and @ilsignorwolff alongside me have worked for the past years reinvesting everything into the conference, reinventing ourselves, and turning our dreams into a reality that keeps living and growing @miriam369h with her tirelessness of making all the floor experience what you all have seen, and welcoming every 10x complexity that i come up with last minute after she is already finished doing things. lmao thank you for bearing me. @bbmilan0 which worked very hard to take care of our very demanding sponsors which are used to talking to a different type of conference then ours and had to experience the world of what it means to handle crypto companies trying to joni a special conference like ours. @mattdotfi for being our success story. from being a talent scouted at our events to growing as a key position in a great defi protocol - from helping us first as a community volunteer and now team member (and my best friend), ethmilan exists also because we want to find the best talents in the space, supporting them on their path to working in crypto, and to become an active member of the community that will embark the next generation. and the ethmilan intern... oh the intern. i do feel that without the intern taking over things last year we would be in a much darker spot. infinite appreciation for you all that embrace him and engage with him, and to the team that welcomed the huge risk in becoming a conference fueled by vibes. a bet that paid off. the intern is here to stay. > what’s next now that we have 12 months ahead, the job of making milan blockchain week 2027 a mega success is on my and yours shoulder. if you have been here, or felt the fomo, know that we are already working to make next year's even better. and i need your support to share the experience you had, and spread the voice. spread the world, and if you missed it and had fomo know that next year you can’t miss coming to ethmilan. we saw real adoption this year from major institutional players. heard some of our talks was blowing our minds, hearing what italian institutions want to do onchain. dont forget - the chain is our chain. institutions are coming to and for us. keep believe in web3, use the chain, never give up, onboard your friends and family, and see you in milan in 2027! lastly, thanks to Milano! you are the city i love, you are beautiful and give a real chance to everyone that works hard. i came to milan young, poor and with a dream. milan is the city of opportunities where people that work hard get rewarded. milan is the financial capital of italy, and the most european city of the country. you must visit milan and hook up with the local to see all it can offer. if you’ll ever be around hit us up, we’ll treat you to the best our city can offer!
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Casey Craig
Casey Craig@caseycraig·
“I’m buying spot Anthropic on the Solana blockchain” has to be one of the funniest phrases I’ve heard this week. There is nothing spot about this. Brother you are 4 layers of financial abstraction and broker crime away from touching an actual Anthropic share certificate. Your “spot” position is a tokenized receipt for possible future economic exposure to a Cayman SPV that owns shares in another Delaware SPV that maybe owns rights to future equity pending transfer approval. You are approximately Anthropic-adjacent at best
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YAM 🌱
YAM 🌱@yieldsandmore·
As a general risk framework, if you suspect that an asset, exchange, or any place holding your funds might be insolvent, the most rational decision is to exit first and ask questions later. The cost of exiting is typically far lower compared to the risk-adjusted loss (expectedLoss * probability). Its also important to look for secondary exposure. You might not be holding a stablecoin you suspect is insolvent directly, but that stablecoin can be a part of backing of another stablecoin you’re holding, or you might be lending money on Euler/Morpho/Silo in a managed vault that lends against this stablecoin. @Tiza4ThePeople always gets us thinking about correctly assessing risks we take farming away in DeFi, you should follow them.
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chud.eth@chud_eth

all these incestuous self-backed ponzis rn: if you are lending to a vault with any exposure at all to this circus for anything less than 50% APR, you are getting fucked and should really reassess your entire strategy. you can get 7% for lending against solely cbBTC (Morpho Base), why are you lending against unbacked scams for barely anything extra?

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Watcher.Guru
Watcher.Guru@WatcherGuru·
One of the greatest moments in crypto twitter history.
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Sam MacPherson
Sam MacPherson@hexonaut·
DeFi needs an open-source and collaborative risk framework. Major protocols with centralized control must use best practices for OpSec, and the risk framework should reflect this in the underwriting process. Most want this from my discussions at @EthCC. Let's make it happen.
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Haseeb >|<
Haseeb >|<@hosseeb·
After a few weeks in SF, one thing stands out: AI people are more bullish on crypto than crypto people are on themselves. There's this narrative forming in crypto that AI people think crypto is a joke. It's just not true. I keep hearing this over and over from AI people who remain bullish crypto. Hell, Sama, Jensen, Elon, Zuck, the biggest names in AI have all been publicly bullish on crypto and its convergence with AI. Crypto's problem right now isn't that outsiders don't believe. It's that insiders are playing scared.
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Ale
Ale@0xdanzu·
Brahma has been acquired by @Polymarket. We started @BrahmaFi in late 2021 with a simple bet: crypto infrastructure was too complex for the people who stood to benefit from it most. Over four years we built vaults, smart accounts, automated execution, and a full payment settlement stack connecting crypto to credit cards. All trying to close the gap between what DeFi could do and what users could actually use. It wasn't always smooth, but we shipped through every cycle and came out the other side with something we're proud of. It started with a late night ping from @allquantor: "get on the phone, Shayne wants to talk to you guys." One call turned into many. Polymarket is scaling fast and building products that need the exact kind of infrastructure thinking we'd spent four years developing at Brahma. That overlap was obvious from day one. Prediction markets are the clearest example of a crypto-native product going mainstream, and the ambition is to take that much further. New market categories, new product surfaces, mainstream audiences. That's exactly the kind of problem my co-founders @kakujain, @BapireddyK and I want to focus on next. Our product and engineering team is joining to help make it happen. To everyone who built with us, used what we made, or backed us when it was just an idea - thank you. We're here to build. fortune.com/2026/03/18/exc…
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Vadim (AI, ⋈)
Vadim (AI, ⋈)@zacodil·
nobody accidentally swaps $50M into a pool with $36K of liquidity lol. fresh wallet, $50.4M from Binance, zero slippage protection, routed through the jankiest Sushiswap path possible. and then an MEV bot just happens to flash borrow $29M from Morpho in the same block and pocket $9.9M? cmon. 0xngmi called this exact play a year ago - construct a deliberately terrible swap, let a friendly bot extract the value, dirty money comes out the other side as "legit MEV profit." $154K per AAVE isn't a fat finger. it's a laundering fee
Watcher.Guru@WatcherGuru

JUST IN: Trader accidentally swaps $50 million $USDT for $36,000 $AAVE on Ethereum.

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Cassa
Cassa@Cassa_fyi·
Roses are red, Violets are blue, Risk can be traded, Notifications tell you.
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Andy
Andy@andyyy·
🤯🤯🤯 Without a doubt this will explode in the next 12 months as the majority of onchain participants become agents running 24/7 with a human operator. While I thought the crypto x AI theme has had a very mediocre track record thus far, full of scams and mostly hot garbage, the recent improvements in models and agent capabilities are astounding. My mind has been changed. This is going to be a massive, massive area for innovation and achieving scale onchain. "Crypto wasn't meant for humans, it was meant for robots" feels more accurate than ever. Unreal timeline were in rn
Ole Lehmann@itsolelehmann

my new favorite hobby is watching financial agent swarms looking for the best yield (jumping between defi protocols)

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Giza
Giza@gizatechxyz·
Introducing Giza World Snapshots ↓ For the first time, you can watch your financial agent move onchain. Every Giza agent navigates protocols, allocates capital, and optimizes yield in real-time. Giza World now makes all of that visible. Enter your agent's address to watch its journey or play around with the world itself. Remix your colors, make it yours, and share it on X.
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Ole Lehmann
Ole Lehmann@itsolelehmann·
my new favorite hobby is watching financial agent swarms looking for the best yield (jumping between defi protocols)
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wassieloyer
wassieloyer@wassielawyer·
Okay thinking this @zachxbt saga through, its pretty fucking wild. So one or more KOLs pay Zach to investigate Axiom for insider trading by tracking the KOLs' private wallets they use to bundle tokens before shilling. In the investigation, Zach in the process of conducting it gives the KOLs inside information that he is looking into Axiom. Zach then announces that an investigation is happening, following which Polymarket creates a prediction market for the target of investigations. At least one of the KOLs (the only ones with inside information) then psyops the entire timeline into thinking its Meteora with freshly funded wallets, so everyone starts bidding Meteora. They then buy 'No' on Meteora to take the liquidity of anyone who believed it was in fact Meteora. They then silently take liquidity on Axiom, before bidding it up in the hours leading to the reveal. Can @MeteoraAG now retain @zachxbt to investigate the KOLs insider trading the prediction markets?
wassieloyer@wassielawyer

Lmfao so the KOLs got the insider information to insider trade the prediction markets.

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