silvio fernando

16 posts

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silvio fernando

silvio fernando

@sffs2364

Katılım Eylül 2010
1 Takip Edilen1 Takipçiler
aka
aka@akafaceUS·
This hotel in China has become very popular because of how great the food is.
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amg55daisuke
amg55daisuke@amg55daisuke·
@julien_c @huggingface that vertical jump is insane. does anyone know if this is a dense model or MoE? would explain the size
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Julien Chaumond
Julien Chaumond@julien_c·
Yesterday Mistral uploaded the private checkpoint of le chaton fat to @huggingface and it broke our S3 bill
Julien Chaumond tweet media
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silvio fernando
silvio fernando@sffs2364·
@HugoPhilion "massively over optimistic" — yeah no kidding. some of us called this out a year ago and got shouted down
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Hugo Philion
Hugo Philion@HugoPhilion·
1) Using historical stats from Flare for MeV is pretty pointless as the ecosystem has grown in TVL substantially. (The estimates for transaction fee burning in FIP16 are also probably low as the ecosystem is growing and historical data doesn’t take this into account.) Estimates for annual MeV earnings across the space equate to 1.5-2.0% of TVL. Personally I’d expect this to be lower on Flare as MeV harvesting will be far less aggressive than on other chains so 0.5%-0.75% is probably a better range. One of the more valuable things that can happen for Flare is growing TVL (and by proxy ecosystem usage - meaning fee burns- and also MeV earnings) by onboarding more XRP and new assets. Key to this in the near term is institutional onboarding of XRP thru exchange & custodian partnerships - eg Uphold - which can bring huge amounts of value to the chain more quickly than retail users. In the mid to longer term onboarding new assets like FBTC and RWAs (where Flare’s FCC gives Flare a strategic advantage). In summary what FIP 16 did was make FLR very low inflation (relative to most other networks now) and link net token inflation to increasing usage through transaction fees, data fees (FDC, FSA) and MeV accrual. Increasing TVL and increasing opportunities where FDC and FSA are used contributes the most towards reducing inflation / making FLR deflationary. As an aside I was massively over optimistic about how quickly TVL would come to Flare. It wasn’t intentional my estimates got hammered by 1) the continued general market bearishness 2) Yield compression across the market - which makes it harder to get a yield on borrow lend (Kinetic & Mystic) and sell cover (firelight). 3) How slowly institutions move. It is happening and happening at an increasing pace relative to a couple of months ago but the first few turns of any flywheel require a lot of effort. 2) We currently have no plans to change VM or become multi VM (practically very difficult anyway). There doesn’t look to be much value in doing so right now. 3) No we have no plans to raise capital as we don’t need to. 4) There is no particular reason for us to become a US entity at the moment. If that changes we will change with it. Tbh I spend a fair amount of time in the US anyway (and we have a lot of team in the US) so unless there is a clear legal/regulatory reason to do so it wouldn’t make any difference.
Dr Schwety@SchwetyBigBags

Questions for @FlareNetworks 1. In FIP.16, you used a historical 6 month timeframe to estimate $FLR burns under the new model. Using that same 6 month historical period, what can we expect for MEV? 2. Will Flare remain EVM only? Any plans to consider MOVE? Multi-VM architecture? 3. Does the Foundation (or Flare Limited) have any plans to raise additional external capital? 4. At one time, there was discussion around relocating to the U.S., if it made strategic sense. Any updated thoughts? Questions for @Firelightfi 1. I’d love to purchase coverage for defi lending on @Kinetic_Markets . What rate can I expect to pay? Will it even be available for Kinetic? Do they pass your risk model? 2. Would Firelight consider a true restaking product for native FLR? i.e., a liquid staked FLR (stFLR) that earns base staking rewards + a completely separate, additive yield from securing independent Economically Secured Services (ESS), like stXRP? @HugoPhilion

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GMetal Head NFTs $3 FLR ☀️
GMetal Head NFTs $3 FLR ☀️@TheGrungieNFTs·
I hope everyone’s buying the dip… but the real question is: Which Flare protocol is about to change your portfolio forever? 👀🔥 A) FAssets B) Flare Time Series Oracle (FTSO) C) Flare Smart Accounts D) Flare Confidential Compute (FCC) Choose wisely. Future you is watching. 🚀 💎 flare-networks:native ☀️🕶️
GMetal Head NFTs $3 FLR ☀️ tweet media
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SparkDEX
SparkDEX@SparkDexAI·
Integration Complete!  SparkDEX’s liquid staking token stFLR has been integrated into @mystic_finance’s modular lending market. Users can now: 🟠 Deposit stFLR as loan collateral 🟠 Borrow wFLR 🟠 Access Mystic's one-click looping feature to amplify exposure & yields app.mysticfinance.xyz/pairs?marketID…
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silvio fernando retweetledi
Financial Times
Financial Times@FT·
With Italian salaries having stagnated for decades, Milan's house-price-to-income ratio (a popular metric of housing affordability) is now worse than London's. ft.trib.al/HVr7Aph
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silvio fernando
silvio fernando@sffs2364·
Totally agree! It's wild how much activity there is around USD pairings. $SPSC being in WLFI’s reserves is a BIG deal & definitely gives me some extra hope for its potential. 👀 Let's see what the future holds! 🚀
BOBO 🏛@BonkCapitalSOL

Binance publishes events and updates related to #USD1 currency pairs almost daily. Despite this, aren't you optimistic enough about $SPSC, one of the two currencies WLFI added to its reserves? Reprice ☝

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