Max

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Max

@max_maxsolo

شامل ہوئے Ocak 2021
781 فالونگ2.6K فالوورز
Max ری ٹویٹ کیا
binji
binji@binji_x·
History will remember this as the day competitors laid down their arms and stood together. The day total values mattered more than total value. The day DeFi united.
DCF GOD@dcfgod

rsETH hole filling tracker: Hole: 112204 rsETH = 118.4k ETH Lido: -2.5k ETH Etherfi: -5k ETH Arbitrum freeze: -30.7k ETH Ethena: Didn't say how much, assume -1k ETH Excess rsETH in aave / coumpound: ~-15k ETH Stani personal donation: -5k ETH Layerzero: Didn't say how much, assume -5k ETH 54.2k ETH left to find

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Duncan
Duncan@FloodCapital·
@zephyr_z9 $GLXY has a much better deal
Duncan@FloodCapital

Loaded 2026 $GLXY calls today, $GLXY selling off with crypto (great opportunity to buy). When this next 800MW gets approved things will get silly, $MSFT, $AMZN and $GOOG diving head first in with the Bitcoin Miners, they are desperate for power. $IREN is spending $8.8B in CapEx (200MW * $15M = $3B for Data Center build + $5.8B in GPU's) to generate $9.7B in total revenue (*85% EBITDA margins) = ~8.25B in EBITDA.... I am sure a @RHouseResearch smackdown inbound. This makes $GLXY contract with $CRWV look amazing, $6-7B in CapEx for $16.2B in EBITDA! (+ no complexity in managing GPU's!) Can't wait for the next 800MW to be approved and them locking down a big tech tenant + further legitimizing the 2.7GW they have understudy. Capital Group also bought ~$0.5B of Galaxy at $36 so getting in cheaper then them feels like a steal!

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Zephyr
Zephyr@zephyr_z9·
Looks like I did the math wrong Site conversion will cost them $15M/MW rather than $5M/MW, so over $3B for 200MW They will have to spend $8.8B in CAPEX for $9.7B in revenue They are assuming 85% EBITDA margin, so they are generating $8.245B in EBITDA Absolutely shit deal for $IREN Thanks, @RHouseResearch, for correcting me
Zephyr tweet media
Zephyr@zephyr_z9

How much net profit are they generating on this?? $9.7B - $5.8B = $3.9B Site conversion would cost them $5M per MW, so $1B (They converted 75MW capacity for $350M) Assuming OPEX is 10% of revenue, then $1B $IREN has to fund $5.8B-$1.9B= $3.9B of GPU purchases on their own They have $500M in cash on the books I doubt they will spend it all on buying GPUs for MSFT If they YOLO it on MSFT, then they will have to raise $3.4B in debt to fund it (probably at 10% interest) Total interest payment will be $1.7B (over 5 years) So net profit will be: $3.9B - $1B - $1B - $1.7B = $200M 🤡🤡🤡

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Max
Max@max_maxsolo·
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Galaxy
Galaxy@galaxyhq·
A historic first: We’ve partnered with @superstatefunds to allow stockholders to tokenize and hold $GLXY shares onchain. This milestone marks the first time a public company has tokenized its SEC-registered equity directly on a major blockchain. Effective immediately, stockholders can now tokenize their GLXY shares through Superstate’s Opening Bell platform.
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Galaxy
Galaxy@galaxyhq·
CA: 2HehXG149TXuVptQhbiWAWDjbbuCsXSAtLTB5wc2aajK
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Bradva_kun
Bradva_kun@BradvaKun·
For my degen cosmonauts who are currently using magma vaults, for the moment you cannot see the rewards and profitability of the position, so I made a google sheet to estimate the rewards earned taking into account pool rebalancing, feel free to make a copy to know how much you earn using @magmavaults : docs.google.com/spreadsheets/d…
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Max
Max@max_maxsolo·
@0xKobble @InfraredFinance @SolvProtocol @KodiakFi @beraborrow @berachain There are also a lot of other fees 0.5% borrow fee, 0.1% withdrawal fee for your position, 1.5% deposit fee in the snect pool and another 0.3% withdrawal fee from the pool You have to spend 2 weeks + just to be breakeven if the apr stays around 50%
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Kobble
Kobble@0xKobble·
Best BTC yield is on berachain Stack @InfraredFinance onto one of the two @SolvProtocol concentrated @KodiakFi islands ~5-20% Pretty good… Theres more Use this Island as collateral to mint NECT on @beraborrow and deposit into autocompounder ~ 50-75% Assuming 200% CR minus interest ~ 14-31% Thats = 19-50% on principal !!! All paid in your collateral & stables
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dimi 🦙
dimi 🦙@dimiandre·
The first draft for @JunoNetwork Roadmap proposals (6) is out. github.com/CosmosContract… Please provide feedback with what you think, I'm opening a thread on the forum too, or you can simply use GitHub issues / pull requests. Next week I'll host an X space to explain the whole concept, which might not be super obvious from just the proposal text, and answer any questions you have. Take this as an initial draft, budgets can be adjusted, terms can be added, we are open to any suggestion! Thanks to my team @kintsugi_tech and @vexxvakan for the help shaping this!
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Deploydon
Deploydon@Deploydon·
@margined_io It seems withdrawals might be broken? Indicates insufficient funds, happens for a few people. Once resolved, I'll get the vaults listed on APY.zone too! In the screenshot I'm testing withdrawing from the Atom vault on Neutron.
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Max
Max@max_maxsolo·
@CryptoTank_ Hope he gets well soon !
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Tank
Tank@TankTalksLife·
I don’t normally do this kind of post but … My youngest son Samson is not doing very well and he could use all the prayers he can get. PLEASE GOD heal my son, please #GOD #pray for
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Astroport ✦
Astroport ✦@astroport_fi·
✦ 3 Days Left Until Next Epoch Begins Have you noticed that emissions have already reached the cap of 1.4M? This means that $ASTRO buybacks from fees this last epoch are even higher (over 1.25X)!
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RyanLion 🌒
RyanLion 🌒@TheRyanLion·
Got your $USDC stuck in @TeamKujira lending platform? No worries at least you’re earning crazy APR % whilst they try and fix it 💸 Oh wait it just got arbitrarily fixed at 15% max. No announcement, no governance.
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José Maria Macedo
José Maria Macedo@ZeMariaMacedo·
Have mounting evidence pointing to the identity of the Terra hacker If you're reading this, come forward to negotiate return of funds in exchange for a bug bounty Otherwise, will be forced to go public with what we have and bring in law enforcement. Don't ruin your life over this
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Timofey
Timofey@epanchee·
Doxxing @terra_money attacker username retrieved from his compiled wasm exploiter
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eternal golden path
eternal golden path@0x6A5E66·
@gadikian @epanchee @terra_money it's ofc can be circumstantial but there's a Notional employee that's called like this and uses the same user account name #L16" target="_blank" rel="nofollow noopener">github.com/baabeetaa/chai…
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Juno Communications
Juno Communications@JunoCommsDept·
🏛️ $JUNO Community Call Replay 📅 𝗗𝗮𝘁𝗲: May 29th, 2024 ✍️ 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: Stake drop plans, Proposal reviews, NFT cross-chain transfers, Council restructuring, Treasury updates, and more! 🎧 𝗔𝘂𝗱𝗶𝗼: open.spotify.com/episode/48dZq4…
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Max
Max@max_maxsolo·
@HighlanderCTs Happens, hope everything is okay :)
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دریافت کریں

@FloodCapital @zephyr_z9 @RHouseResearch @superstatefunds @magmavaults @0xKobble @InfraredFinance @SolvProtocol