
timnugent.eth
600 posts

timnugent.eth
@timnugent
DeFi Trading Lead @ GSR. Applied machine learning PhD.






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. 👇🧵

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.




Wow. Fidelity is hiring a defi product manager to design and launch on-chain vaults, structured defi strategies (yield, carry, delta-neutral), and protocol-level risk frameworks. responsibilities include smart-contract architecture, tokenomics, oracle risk, and ongoing vault monitoring.


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✏️





JPMorgan are at home on Ethereum












