Matthew

What consolidates first? Alt L1s or app chain L2s?

The Monad team made fun of L2s for years then got rugged by an L2(Robinhood Chain) on Phantom

@tomm7y @ArrakisFinance Great write up by the Arrakis team! I am curious if the findings are mostly because non KYC retail only has access to limited defi liquidity and institutions have gated access to mint/ redeem flows, enabling them to move more significantly in size?

banger article by @ArrakisFinance on who actually buys RWAs retail = most of the wallets, ~none of the capital (≥$1M cheques are 4% of buyers but 93% of the money). and it's all crypto-native, zero TradFi imo the move is to build for crypto-natives first, while bringing the TradFi narratives (options, fixed income, structured credit) onchain through RWAs

@vaibhavchellani Top one

crypto is becoming like finance OR finance is becoming like crypto

@matteodotsui @phantom @monad Infrastructure is expensive. I think people genuinely underestimate how much it costs to secure, build, and maintain major partnerships and integrations.

Why is @phantom cutting down @monad support? 🤔 Nothing ever makes sense in this clown industry

The Biggest DeFi Boom Is Yet To Come (Entire Thesis) with @flyingtulip_ founder @AndreCronjeTech 00:00 Intro 05:58 Security Versus UX Tradeoffs 11:05 Decentralization Is Dead 17:28 Curated Vaults Hide Real Risk 21:00 Flying Tulip's Core Thesis 23:05 Rebuilding DeFi Composability 30:02 RFQ-Based Liquidations Explained 33:20 Why Equity Margin Accounts 40:29 Permissionless Single Asset Pools 43:31 Origin Of Flying Tulip USD 46:19 Delta Neutral Staking Yield

Build new stuff.

@martypartymusic @circle This doesn’t really make too much sense. Even an L1 can be exploited…

Now do you understand why I keep telling you L2 sequencers are the biggest risk in crypto. Base, Robinhood, Hyperliquid all at risk. @circle should not issue USDC on anything but a sufficiently decentralized L1. L1 or nothing.

@AlessiaBaumgar World traveler!

Poland is a beautiful country, nice food and lots of history, worth the visit! My polish friends said I should gatekeep, so this is the last post about it :))

@tg_cryptos By step!

Step by step

@sunandr_ Agreed!

Bad take. Vaults are simply infrastructure for packaging and distributing onchain financial products. Those products will have varying risk profiles, and many will not be worth the risk/return. But that does not justify an indictment of the category. The truth is that without vaults, DeFi cannot succeed. Expecting normal people to directly interface with raw onchain markets is a total pipe dream

@fern lol

sooooo I clearly don't have enough motion to score myself free tickets to the Knicks ($9K) or World Cup ($10k), but maybe I can get myself tickets ($30) to the Odyssey IMAX 70MM at Lincoln Square (best screen in the country).... Will offer pizza alpha in return

GM

Jack Mallers as CEO of $XXI From the launch to his final day.

🎉 0̶.̶2̶5̶%̶ 0% Swap Fees! Rabby now offers ZERO Swap Fees for eligible token pairs, including: ✅ Stablecoin swaps (USDT, USDC, etc.) ✅ ETH & ETH DeFi tokens (ETH, WETH, stETH, etc.) See the Free label? That Swap is Fee-Free.

@milly_rock7 Canonically issued deep liquidity RWAs

@matthewmadera i think the thesis holds if the numbers back it what part of the bull case feels strongest to you?

There is a strong bull thesis for RHC. What you think?

🧺

@newmichwill @CurveFinance 🌷🌷🌷🌷🌷🌷🌷🌷

Andre's projects flying back to @CurveFinance. DeFi summer re-ignition wen