timnugent.eth

600 posts

timnugent.eth

timnugent.eth

@timnugent

DeFi Trading Lead @ GSR. Applied machine learning PhD.

London Katılım Mayıs 2008
2.5K Takip Edilen515 Takipçiler
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GSR
GSR@GSR_io·
It's a big week for our partners @katana. 1. TGE launched. 2. IDEX acquired. 2. Katana Perps shipped. Are you paying attention?
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Katana Perps
Katana Perps@katanaperps·
Katana Perps is live. @Katana has acquired IDEX and launched a native perps DEX built on structural yield, not token emissions. Early access is open now, and Season 1 points are live. 👇🧵
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Katana ⚔️
Katana ⚔️@katana·
Introducing @KatanaPerps ⚔️ Perps are one of DeFi’s biggest revenue engines. And under the Katana brand means owning more of the stack and tying it directly to the flywheel. Season 1 is live.
Katana Perps@katanaperps

Katana Perps is live. @Katana has acquired IDEX and launched a native perps DEX built on structural yield, not token emissions. Early access is open now, and Season 1 points are live. 👇🧵

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Jakob Palmstierna
Jakob Palmstierna@Jakob_GSR·
Excited to see @Katana’s momentum continue. With the acquisition of IDEX and launch of Katana Perps, the team is doubling down on integrated, onchain trading infrastructure as perpetuals become a core battleground. ⚔️ ⚔️ ⚔️
Katana ⚔️@katana

Introducing @KatanaPerps ⚔️ Perps are one of DeFi’s biggest revenue engines. And under the Katana brand means owning more of the stack and tying it directly to the flywheel. Season 1 is live.

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Katana ⚔️
Katana ⚔️@katana·
KAT is live. The Armory is open⚔️ Katana introduces something new: A chain that routes revenue back into the ecosystem to reward active users. At the center is KAT. Stake, vote, earn here: app.katana.network/stake
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Katana ⚔️
Katana ⚔️@katana·
Big day today samurai. And stay sharp ⚔️ Reminder: always verify contract addresses before trading or interacting with any Katana asset. Find them here: docs.katana.network
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GSR
GSR@GSR_io·
Today we’re announcing the $57M acquisitions of Autonomous and Architech. Advisory, liquidity, and capital markets infrastructure are disconnected services that operate in silos. Through our acquisition of Autonomous and Architech, we're changing that. gsr.io/insights/gsr-a…
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OpenAI
OpenAI@OpenAI·
Introducing EVMbench—a new benchmark that measures how well AI agents can detect, exploit, and patch high-severity smart contract vulnerabilities. openai.com/index/introduc…
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0xturbanurban
0xturbanurban@0xturbanurban·
Just to be a bit more precise... propAMMs - Don't eliminate, but they do minimize LVR by reducing the duration and magnitude of stale prices (since you have more frequent intra-block updates) - Allow LPs to shift from being passively short gamma (vanilla AMMs) to actively managing their gamma exposure - Capture most of the value that would have leaked to getting arbitraged - Facilitate tighter spreads on par if not better than CEX's (e.g. half a bp on SOL/stable cross). Other ways to partially address the underlying issues: - Dynamic trading fees: Adjust fees based on volatility (e.g. @MeteoraAG) and proximity to oracle prices - Batch auction models (e.g. @CoWSwap AMM): Force arbitrageurs to compete in auctions, capturing LVR for LPs - "LVR redistribution": Sell exclusive arbitrage rights to sophisticated traders and return profits to LPs I wouldn't be surprised if future improvements include a combination of the above.
Poopman (💩🧱✨)@poopmandefi

Just learned why propAMMs are eating the SOL DEX market now. They're powerful in a way that they can update oracles extremely cheaply before the txs lands , so they can quote the "true prices" faster than public AMMs can react. This also eliminates LVR since it's basically copying the CEX price (Assuming CEX is the true price). The dominance is usually stronger when the assets being actively traded are majors instead of onchain memes / assets (since price discovery for those meme isn't on CEX). Note taken✏️

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kaledora
kaledora@kaledora·
insane volatility in the markets & insane volumes on ostium: > broke $800m in volume for the first time > 26% move on silver L24h > first ~$500m day on silver > single-shot $25m trade w/ <0.5bp spread > ostium generating 77% of all RWA perp fees ($438k/$568k) supercycle.
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Volmex σ
Volmex σ@volmexfinance·
The BVIV Index (30-day implied volatility) is at levels not seen since the FTX crash. Today, the BVIV Index has increased ~40 points or ~70%. charts.volmex.finance/symbol/BVIV
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griff.eth - $GIV Maxi
griff.eth - $GIV Maxi@griffgreen·
Please read this and decide for yourself: medium.com/curator-multis… tl;dr Securing $200M in crypto properly isn't free. Yesterday, these funds were secured by 6 volunteers using smart contracts written 10 years ago with hot wallets that have never been rotated. Today they are secured by 9 professionals (4 being 6-sigma level security researchers) w/ secure signing precautions, external contractors providing extra oversight using industry leading smart contracts.... as should be the case for $200M. To fund all this, we are staking some of the assets so that the underlying collateral can still be claimed. Amazingly, there is enough excess rewards from staking, that we can actually help secure the entire Ethereum Ecosystem.
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kaledora
kaledora@kaledora·
another day, another new ATH for ostium > $206k in revenue L24H ($75M annualized) > broke $300m in RWA open interest > half a billion in daily volume > new ATH in new users trade the commodities supercycle onchain.
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CYCLO
CYCLO@cyclofinance·
Cyclo is live! 🧵Follow the thread 👇
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Ethereum
Ethereum@ethereum·
Today @jpmorgan, the world's largest bank by market cap per @WSJ, announced they're launching their first ever tokenized money market fund—MONY—on Ethereum. The firm is seeding the fund with $100M of its own capital before opening to outside investors on Tuesday.
David Walsh@davwals

JPMorgan are at home on Ethereum

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ST0x
ST0x@st0x_io·
ST0x Mini-Series: Episode 1 What happens when capital markets experience meets onchain infrastructure? ST0x brings together Jay Heller (Head of Capital Markets, Nasdaq) and Aerodrome for a deep dive into: - Tokenisation of equities - Exchange evolution & listing cycles - The path to global, onchain markets Featuring: • @jaybheller - Head of Capital Markets, Nasdaq • @toby_meller - Co-Founder, ST0x • @jack_anorak - President, Dromos Labs • Tao Watts - Executive Director, Aerodrome & Velodrome From how traditional exchanges evolved → to what global, onchain equity markets could look like next. 📅16 Dec ⏰3pm UK / 10am EST 📍Live on @AerodromeFi Repost if bullish on DeFi + RWA. Built on @base
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