NicoM

Over the past months I’ve been building a tool to better monitor liquidity provision & market-making strategies in DeFi. LPing comes with fragmented risks: • inactive liquidity • directional exposure • impermanent loss • idle capital opportunity cost The goal: surface call-to-action moments to reduce underperformance and make LP risk measurable. I turned it into a small public website to structure my thinking and keep learning in public: nicomace.github.io/DeFi/ #web3 #DeFi #AMM #Liquidity

I’m actively exploring opportunities in DeFi and crypto with a focus on research, risk analysis, and strategic roles. Specifically, I’m interested in positions like: • DeFi/Blockchain Research Analyst • Risk & Protocol Risk Analyst • Market / On-chain Data Strategy • Product + Strategy roles bridging technical & financial insights I have experience in both TradFi and Web3, strong analytical skills, and a deep interest in building risk-aware DeFi products.

looking for a job in web3? reply below ↓ looking to hire in web3? reply below ↓ keep your DMs open and let the magic happen

@arjunnchand @lifiprotocol Such a great example thanks! I'll focus on delivering results through my project 💪

This is straight up facts btw. I joined @lifiprotocol through sheer luck and curiosity. 
Saw a tweet about an opening. Reached out to Philipp with a thesis on how I thought the ecosystem would expand and where we could fit. Booked a call. Asked him to give me an assignment so we could both see if it was a fit. 4.5 years later, never looked back. 
Chase curiosity. Give before you ask. It always works.

@shefiorg Clarity

We were sold a dream about careers that no longer exists: Work hard. Climb steadily. Stability will follow. Then the rules changed quietly. AI reshaped roles. The market moved faster than the playbook. Even high performers feel unsteady now. I you feel like it's "too late" for you, it’s not a motivation problem. It’s a context problem. You weren’t given the full picture. You weren’t given clear options. You weren’t told what actually matters now. Feeling uncertain isn’t failure. It’s a rational response to a system that shifted without notice. If you want clarity, comment “clarity.” We’ve been building something for this moment. ❤️

@0xBawar Hey! Would love to talk with you regarding potential open positions!

Shooting my shot... I'm hiring

@EveyNFT @SuperteamTalent Just filled it Evey!

I'm helping people land web3 roles with Solana projects as a @SuperteamTalent Scout. If you’re looking for a job in web3, fill out the form on the post below so you’re in the Talent network. If I see something that matches your profile, I will reach out. Comment here after filling it out and I will DM you with the next steps.

The next generation of AMMs (Uniswap V4, CoW AMM) are building 'hooks' and auctions specifically to kill LVR and return that value to you. I’ll be diving into these 'LVR-aware' protocols in next threads.

-> IL = 0 -> LVR = 293$ If you had simply rebalanced your portfolio at market prices instead of letting the AMM doing it, you’d have $2,293 today. But in LPs, bots earned 293$. LVR is the "silent killer" of LPs.

The principal risk everyone knows in AMMs is Impermanent Loss (IL). But there is another one, more vicious. It’s called Loss-Versus-Rebalancing (LVR). Here is why your "0% IL" might still be a massive loss. 👇

This looks more like asset allocation than speculation.

In uncertain markets, capital prefers visibility over upside optionality.

RWA protocols keep growing quietly.

Yesterday, the cryptocurrency markets once again experienced significant volatility, primarily impacting leveraged positions, initially with upward movements followed by downward trends.

Liquidations are not bad news 🔥 DeFi liquidations spiking is not necessarily bearish. It often means excess leverage is being cleared. Markets become healthier after forced deleveraging.

Best practices: - pick high-quality token (if down you're doing a DCA) - choose wisely your range (too tight -> more IL)

Imagine being out of range for few days. It would result a loss of profit. And don't forget you suffer from a directional exposure. So what's next?

Being in range is not performance. Being in range with controlled exposure is. Market makers in TradFi don’t just quote, they monitor risk continuously. DeFi LPs should too 👇