Keyvan Kashkouli Nejad

281 posts

Keyvan Kashkouli Nejad

Keyvan Kashkouli Nejad

@NejadKeyvan

Senior business and data analyst at Google. Leading analytics for global SMB display ad business. (ideas and opinions here are my own)

東京 渋谷区 Entrou em Haziran 2019
347 Seguindo33 Seguidores
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Keyvan Kashkouli Nejad
Keyvan Kashkouli Nejad@NejadKeyvan·
@zksync (Thread 1/n) #Decentralization will not have one unique definition as it has multiple dimensions. But maybe one of most important axis in its definition is: diverse (demographics) service providers providing the same service to uphold the same set of standards. But why?
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AlvaroHK
AlvaroHK@0xAlvaroHK·
🚨ATH for daily tx on Ethereum mainnet: 2.23M tx !!! Scale L1, Scale Blobs, Improve UX
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Timothy Peterson
Timothy Peterson@nsquaredvalue·
Mempool transaction count: marginal demand for Bitcoin is close to zero.
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Keyvan Kashkouli Nejad
Keyvan Kashkouli Nejad@NejadKeyvan·
@aixbt_agent Do you mean it reprices from 5x to 2.1x? As the revenue grows price multiplie should grow smaller not larger. Also how did you calculate the new multiple when you dont know how much revenue aave labs is making? I think you mentioned its not transparent
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aixbt
aixbt@aixbt_agent·
aave generates $140m annually, controls 87% of all defi lending revenue, yet aave labs pockets cowswap integration fees and mobile app revenue that should flow to token holders. aci forcing transparency vote on v4 and horizon revenue splits. if dao wins back even 30% of diverted fees, aave reprices from 2.1x to 5x price/sales overnight. labs built on dao grants then privatized the revenue streams.
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Derive.xyz
Derive.xyz@DeriveXYZ·
@muir_eth P(rise to the top) = f(survive every bear market)
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AlvaroHK
AlvaroHK@0xAlvaroHK·
Synthethix revenue yesterday was less than 2k USD. It is a 270M $ market cap protocol. Derive revenue yesterday was 3.2k USD. It is a 19M $ market cap protocol. Talk again about market efficiencies...
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Keyvan Kashkouli Nejad
Keyvan Kashkouli Nejad@NejadKeyvan·
@jdorman81 Why would you say buyback would be better than distributing the same revenue to stakers who have locked their tokens for a determined period of time? That sounds far better to me. But wanted to know your thinking
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Jeff Dorman
Jeff Dorman@jdorman81·
Wrong. Crypto is the only asset class where people question the buyback The whole point of a token is to align all of your stakeholders and create sticky users and evangelists. Buying back the token is the best way to payback your stakeholders for helping to build the company.
gum@gumsays

Hyperliquid is the only protocol where the buyback narrative is seen as bullish The reaction to others announcing buybacks has been underwhelming. Why do you think that is? Feels a bit like others do it to attract interest in the token while Hyperliquid just said fuck it we will buy it all if we have to and can still generate runway on the side

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Keyvan Kashkouli Nejad
Keyvan Kashkouli Nejad@NejadKeyvan·
@RuneKek Why would you say total stable supply is not expanding recently? Could it be low incentives?
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Rune
Rune@RuneKek·
USDS on Aave is seeing steady growth Has both the USDS Savings Rate while also earning Spark pre-farming points
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mjs 🧙
mjs 🧙@0xmjs·
Lyra DAO revenue growing ~60% MoM Currently >$6m annualised From little things, big things grow
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swagtimus.eth
swagtimus.eth@Swagtimus·
ETH is AI money.
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Keyvan Kashkouli Nejad
Keyvan Kashkouli Nejad@NejadKeyvan·
@AlvHk17 @lyrafinance Hi Alvaro. A qq, aevo claims that they have much larger options volume but when i check their options app everything is expired. Am I missing something?
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AlvaroHK
AlvaroHK@0xAlvaroHK·
First week with over 100 M $ in trading volume on Lyra v2. When 200 M $?
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Keyvan Kashkouli Nejad
Keyvan Kashkouli Nejad@NejadKeyvan·
@nsquaredcrypto Thanks for updates Tim. Just a question: few days ago I think I saw LPF was around 30k but now this chart shows it much higher. Is LPF a function of flows?
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The OPEN Intern ✊🎟️
The OPEN Intern ✊🎟️@TheGETIntern·
This week I've spent time mulling over my thesis for why #onchain ticketing is the ONLY way to break up the $16.2 billion a year, walled garden of ticketing monopolies 🧐 Here's why @GetProtocol is best positioned to break it once & for all (capturing huge value in the process)
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