Igal

627 posts

Igal

Igal

@igalb77

Insight. Capital. Execution

Katılım Mayıs 2023
1.9K Takip Edilen1.3K Takipçiler
WLFI
WLFI@worldlibertyfi·
@WorldClawAI is expanding access to AI and $WLFI plays a key role in the ecosystem. Users can access 300+ models with WorldRouter, and agents can facilitate payments in USD1 on @BNBCHAIN and @solana to support task execution. Locking $WLFI tokens can provide access to additional features and functionality related to the future of AI. Subject to applicable terms and conditions.
WorldClaw@WorldClawAI

Today, WorldClaw launches WorldRouter with @worldlibertyfi, one simple account to access 300+ AI models with competitive fees*. No more jumping between ChatGPT, Claude and all the others. Same power, way cheaper. This is your first step into the WorldClaw AgentOS. 👉 worldclaw.ai #USD1 #WLFI #AI #AgentOS #WorldClaw #WorldRouter *WorldRouter rates shown are priced approximately 30% below the corresponding model providers' published list rates at the time of publication. See website for more pricing details.

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Igal
Igal@igalb77·
@DataChaz Great post thanks for sharing
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Charly Wargnier
Charly Wargnier@DataChaz·
🚨 Karpathy was right. He warned that 90% of AI advice dies in 6 months. spoiler: most tools will not even survive 90 days. this guy is literally giving away the exact 2026 playbook for AI Agents. he covers what to learn, what to build, and what to skip 👀 ↓ read this today
Rohit@rohit4verse

x.com/i/article/2048…

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Igal
Igal@igalb77·
@justinsuntron The master of freezing funds has spoken...
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Aave
Aave@aave·
Update on rsETH incident: According to our analysis, rsETH on Ethereum mainnet is fully backed. Out of an abundance of caution, rsETH remains frozen across Aave V3 and V4 and exposure to the incident is capped. WETH reserves also remain frozen across affected markets including Ethereum, Arbitrum, Base, Mantle, and Linea. Aave is actively validating information and assessing potential resolutions.
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Flood
Flood@ThinkingUSD·
If only you knew how good things are about to get. Wice city.
Flood tweet media
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Frank Chaparro
Frank Chaparro@fintechfrank·
This was an incredible conversation. 57 minutes of why Morgan Stanley is all in on crypto.
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Zharta Finance
Zharta Finance@Zharta·
We've signed a Memorandum of Understanding with @Securitize, to act as an Operator in the @Securitize Vault Registrar. Our onchain lending protocol can now deploy investor-bound vaults for verified holders of tokenized securities issued on the @Securitize platform. 🧵👇
Zharta Finance tweet media
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Igal
Igal@igalb77·
@CL207 bro just rugged you in first class
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CL
CL@CL207·
sat with a jewish family in first class today their a kid was next to me, who brought his baby sister over and she kept waving at me it was all cute so cat gave her a red packet he asked me what it was, i said just some asian tradition, he decided to keep it for himself💀💀💀
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Rabby Wallet
Rabby Wallet@Rabby_io·
Batch private key import is now live. Onboard all your wallets in seconds.
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Santiago R Santos
Santiago R Santos@santiagoroel·
rates in DeFi are too low for the level of risk $11.7B sitting in Morpho vaults today at 2-4% APY. retail is funding these markets via exchanges thinking it's a savings account. it's not. they're taking real credit risk on crypto-collateralized lending no institution accepts near risk-free rates to come on-chain not all vaults are created equal. same 2-4% yield but completely different risk profile (different curators, collateral, LLTVs). retail picks the highest number. farmers will farm back in the day >100% APYs in DeFi made sense. you were compensated for the risk you were taking. DeFi is a different animal today but vol, historical dislocations, and looping strategies on crypto collateral still demand at least 300-400 bps above risk-free. we're nowhere near that. @LucaProsperi ran the math (see below). tldr - fair value spread on ETH/BTC-collateralized lending is 250-400 bps above risk-free. observed rates are a fraction of that last cycle we saw a lot of retail pour savings into algo stablecoins promising "risk free" yield. this cycle vaults have a lot of demand but they are mispriced for the level of risk. you're trusting someone to LP into vaults and trust the manager will manage position at least private credit earned you 12-16% go read this: open.substack.com/pub/dirtroads/…
Santiago R Santos tweet media
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LucaB
LucaB@LucaB_Cassa·
"Insurance is the missing primitive of DeFi." $100B in TVL. Maybe $200M actually covered. 99.8% of DeFi capital is uninsured. We've been insuring DeFi with DeFi tokens. When an exploit hits, collateral drops at the exact moment you need it. 🧵
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Donald Trump Jr.
Donald Trump Jr.@DonaldJTrumpJr·
This is what winning looks like. All TradFi perps on @Aster_DEX settling in USD1 — not USDT, not a mix. One standard. Building real markets, not noise. @worldlibertyfi 🦅☝️
WLFI@worldlibertyfi

Every TradFi perp on @Aster_DEX will settle in USD1. → Not alongside USDT. Exclusively. → Gold. Silver. Crude oil. More markets coming. → Both sides exploring integration across their respective tokens. 👀

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Matthew
Matthew@ismiMatthew·
Permissioned RWAs are currently underutilised. DeFi is moving to meet issuers’ requirements. This is the big opportunity and unlock currently underway, with large buy in from both sides. This will happen for instututions on Ethereum, as they prioritise reliability and liquidity. Some elements have to be permissioned. This still happens on publicly verifiable rails, with composability and privacy when required. RWA TVL dramatically lags stablecoin TVL - not for long.
Mpost Media Group@mpost_io

Matthew Dawson (@ismiMatthew), Enterprise Lead at the @ethereumfndn, addressed one of the most underreported gaps in the tokenized asset ecosystem at Hack Seasons Conference Cannes. "A lot of tokenized assets on Ethereum are not being utilized — only 1% to 5% are active in DeFi. That is partly because DeFi was developed for permissionless assets, and it now needs to be upgraded for permissioned assets. That is a long way to go." His emphasis is consistent with the Ethereum Foundation's focus: continuing to build on the technology and roadmap rather than chasing market narrative. The path from tokenized assets existing on-chain to those assets being genuinely useful runs through DeFi protocol upgrades.

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Igal
Igal@igalb77·
@gdog97_ so basically… becoming a real financial institution
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G | Ethena
G | Ethena@gdog97_·
Since 10/10 Ethena was poorly positioned for what has been a material regime change. In the last few months we have been building out the infrastructure to securely access alternate sources of safe and scalable collateral to better position the business for these periods of downturn. This is an important piece of work which should have been done a long while ago, but now positions USDe backing to experience less rate volatility during periods of suppressed crypto native interest rates. Going forward, once approved by the independent risk committee, USDe will have access to: -Basis on non crypto assets including commodities and equities -Institutional triparty collateralized lending via @coinbase @krakenfx @Anchorage and others -Prime lending across CeFi and @HyperliquidX -Liquid high quality non-tbill RWA exposures Each of the above represent multi-billion capacity opportunities with that will now sit alongside the existing USDe collateral base to improve the product resilience through the cycle.
Ethena@ethena

USDe reserves are evolving: reducing concentration and building resilience across market cycles with a diversified collateral base. Four additions to the collateral backing are detailed below for consideration by the risk committee, each a natural extension of existing Ethena allocations: → Overcollateralised institutional lending → High quality liquid RWAs beyond TBills → Equity & commodity basis exposure → Prime lending Read more below on proposed updates:

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Igal@igalb77·
@elonmusk This is the kind of product market fit humanity actually needs 🙏🏻
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Igal
Igal@igalb77·
@DriftProtocol wild how much effort went into this just to get a single signature through. we’ve hardened contracts, but the actual perimeter is still human and that’s where all the time is being spent now, different game entirely.
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Igal
Igal@igalb77·
@oxtochi everything is audited except the moment that actually matters
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