@PayneResidence Bloomberg said: the earnings are right now a stronger tailwind than oil is as headwind. I am wondering how we’ll continue after the earnings reports. I guess that’s when headwinds will take over.
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Heinz
600 posts
@Ikebillion_ @PharosWatch @TokenBrice You went all in on something you didn’t understand. Thats the definition of reckless.
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@Ikebillion_ @PharosWatch @TokenBrice There were enough voices who called for caution. If you don’t know where the yield comes from, you are the yield. You also didn’t need Pharos to understand where Luna was heading.
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I'm joining Pharos as Growth & Comms Lead. Here's how it happened:
In 2022, I lost my college funds to the LUNA crash.
I wasn't reckless. I didn't ignore the risks. I just didn't have the right tools to see what was coming. Nobody was showing me the data behind the peg. Nobody was tracking the early warning signals. By the time the depeg happened, it was already too late.
That loss sent me deep into stablecoin research. I became obsessed with understanding how stablecoins actually work, the collateral, the mechanisms, the risks hiding underneath the surface-level APYs. I started writing about it, building an audience around it, and consulting for protocols in the space.
After using @PharosWatch for a while, I entered a creator contest they hosted. I wrote an article titled "How to Conduct DeFi Research Like a Pro" featuring three tools I genuinely use, DefiLlama, Stablewatch, and Pharos.
I won.
That article caught @TokenBrice's attention and showed him I understood what Pharos was building at a level deeper than most. Many conversations later, here we are.
I'm proud to be joining Pharos as its Growth & Comms Lead, the platform I believe is building exactly what I wish existed before LUNA collapsed.
Pharos tracks the safety, peg stability, and risk profile of stablecoins in real time. It is the early warning system the stablecoin market has needed for a long time.
My job is to make sure the rest of Web3 knows it exists.
If you're holding, lending, or building with stablecoins, we are creating a product you will use daily.
If you have ever used our tools at Pharos, and you have questions or feedback to give? My DMs are always open. Let’s build this together.
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When a single private key can drain the protocol by design - it's probably not DeFi, it's CeDeFi. And that's ok, but it requires DevOps being very well organized.
I prefer building real DeFi
VietnamPenguin@VietnamPenguin
These Resolv guys are straight-up clowns 🤡 Looks like the “exploiter” was basically an insider — probably some engineer who knew exactly how sloppy their security was. Total damage by now: ~11,318 ETH (~$23.8M), now just chilling on this address: 0x8ed8cf0c1c531c1b20848e78f1cb32fa5b99b81c What’s even funnier — the exploiter casually spent 4 HOURS swapping wstUSR into USDC/USDT, patiently waiting for traders to buy the depeg back up lol (and even now keep swapping). On top of that, they kept abusing the mint bug multiple times over several hours. Team must’ve been on weekend mode with laptops fully closed. Either way, no shot they’re covering a $23.8M hole. But the real comedy is how they handled the situation (spoiler: as badly as possible). At this point, only a full reboot could justify holding USR. RIP RESOLV 💀
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@PayneResidence What do you make of @PeterLBrandt recent Banana post? Thanks for your insight
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@PeterLBrandt Don’t you think Trump and the US in general are underestimating the conflict? I remember Bush when he said he would bring democracy to Iraq and it would flourish. This, however, never happened and ISIS was the result. Israel wants regime change… with or without the US.
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The Big Banana is forming a Little Banana -- and it indicates there is about to be a Banana Split $BTC🍓🍌🍨🫕
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@PayneResidence Oil will revisit 120$ and the dump continues because of expectations?
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Oooh time change, more daylight to chase down the cattle!
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@newmichwill @gregosuri the confidence to competence ratio on X can be quite something! 😄
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@gregosuri Actually it was 0.875% Metamask fee which is the fine print on the bottom of your screenshot. Ugh, that's robbery
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One of the worst things about stablecoins is slippage in value when transferring between tokens. I barely use them anymore due to this uncertainty and accounting nightmare.
Banks are a mess to deal with but at least retain value when transferring.
Stablecoins are not crypto.
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"I hold a diversified portfolio of DeFi stables and sleep well at night"
The "diversified" portfolio of "DeFi stables":
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@a_klofat @levelsio @_cstoeckl @itsolelehmann Which of Germanys key economic indicators make you optimistic?
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impossible to find anything decent to live in Munich for short term rent (4-6 weeks)
absolute dogshit apartments going for 5-8k/month wtf
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@TokenBrice But why? People tooks loans, liquidity is low and now they need to repay?
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gm; in our favorite section - "which stablecoin is pumping today?", I present you $EURS, currently experiencing a 900 bps upward depeg, the 140th depeg event for this centralized € stablecoin
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$BTC "Binance Cartel Bankruptcy" core short
thread started in OCT 2025
if my view is correct there is enough time to reach my bear market target / final tp zone.
till then we continue the bearpropaganda.
now most are accustomed to the idea we are in a downtrend. few traded it:)
Blunted Beats@BluntedBeats
$BTC "Binance Cartel Bankruptcy" core short position partial profits secured (tp1 was 80s, tp2 69, tp3 60) still give high chances for lower prices. next tps: 55, 44 trailing SL using ATR multiplier
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"I spent a lot of time thinking about Flying Tulip"
nigga have you tried to think about $S?
The abandoned failed project rebranded from another abandoned failed project Fantom? You are serial exit scammer, how on earth do you still come out with a new grift every cycle?
Andre Cronje@AndreCronjeTech
I spent a lot of time thinking about Flying Tulip FDV, this is a problem we had during the original pitches as well. Normal raises are simple, there will be X amount of tokens, so X * price. FT raise doesn't technically raise against the token, it raises against an American (exercise-anytime) put option with no expiry. So this then led me down the rabbit hole of how would you price that? So then instead, I tried to price perpetual American put options against similar apps; Aave, Ethena, Uniswap, Hyperliquid, etc. It works out to roughly ~13.5% units of token for every $1 at time of purchase. So with that logic in mind, and given what we had raised; $200m seed. $25m follow on. $55m Impossible (highest yet raised) $10m CoinList (their 3rd highest yet) $290m (excluding whitelist & public) Would put the "FDV" at $39m ($290*13.5%). However given projects are measured at total_supply * price for FDV, on paper its $1bn. Would love for anyone familiar with perpetual put pricing to analyze my assumptions.
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