zeroknowledgeGC's profile picture. Bitcoin and DeFi Maximalist. Contrarian, Views are my own. Retweets != endorsements

GC 🦇🔊

@zeroknowledgeGC

Bitcoin and DeFi Maximalist. Contrarian, Views are my own. Retweets != endorsements

The 50-year mortgage is the exact out-of-touch answer I’d expect to come from the left.


GC 🦇🔊 reposted

Not directed at anyone in particular: If your VC, Incubator, or Company is predicated on fleecing retail, please don't comment on need for fundamentals / long-term business building. Too many people feel the ability to speak from a moral highground when the entirety of their…


Because GTA6 is delayed on the eve of another string of mass liquidations.

For what reason??

ohgracieoguns's tweet image. For what reason??


GC 🦇🔊 reposted

Any open market place for yield products will face an adverse selection problem. LPs can't easily judge vault risk, but they can judge APY. In a race to the bottom, vaults will cut corners to offer the highest yields while obscuring underlying risk. But there's a simple…

if you are building yield products, the reality is that you are always at the mercy of your most irresponsible competitor i.e. the one who sacrifices risk management for a slightly higher yield this is moral hazard. it was prevalent in in the celsius/blockfi days, and it…



GC 🦇🔊 reposted

DeFi vaults are going to be the modern "bank accounts". However US banks have FDIC insurance while DeFi vaults have no protection. @0xcatalysis risk coverage becomes the universal protection layer.


GC 🦇🔊 reposted

Hoping risk stays top of mind for a while. Expecting you forget about it by next week.


GC 🦇🔊 reposted

We’re aware of recent developments involving @StreamDefi and can confirm that Turtle Avalanche Vaults, as well as all other active Turtle deals, have no exposure to xUSD or any Stream-related products.


The biggest sign is silence, the telltale sign of lawyering up.

Man, the number of projects that are imploding in front of me is staggering



GC 🦇🔊 reposted

Risk management rule number 1 - if risk has increased and your return has not exit the position


Man, the number of projects that are imploding in front of me is staggering


GC 🦇🔊 reposted

Realistically, we've seen $200m wiped off the planet today from the @StreamDefi maleficence & @Balancer exploit. This is in addition to almost $700m in liquidations today. That's almost $1b that wont be participating in markets or using defi in the near future. Crypto fatigue…


GC 🦇🔊 reposted

.@ether_fi is generating $18.4MM ARR just from its credit card product and $94.6MM ARR overall. Its market cap is $553MM Just an observation

AustinBarack's tweet image. .@ether_fi is generating $18.4MM ARR just from its credit card product and $94.6MM ARR overall.

Its market cap is $553MM

Just an observation

Correction: this is Purrification Hyperliquid

YES. Wintermute is suing Binance. And they are not the only ones that got rekt. They lost hundreds of millions. I have all the names of who is about to blow up. It's not going to be pretty. Unless CZ finds a way for compensation, this is going to be bad. For weeks,…



GC 🦇🔊 reposted

chat gpt not allowed to give legal or health advice anymore but they gonna allow it to have verbal sex with you its always about degrading society lower they will always stop empowering you


GC 🦇🔊 reposted
JDVance's tweet image.

At this rate, we’re going to end up calling it custoDeFi to guarantee deposits in DeFi


GC 🦇🔊 reposted

some of the highest non leveraged yeild on USD in DeFi people are sleeping on it, but wont be like this for long ethstrategy

ETH Strategy Weekly Yield. Last week, ESPN holders earned 19% annualised real yield. Deposit USDS to earn from the volatility of ETH.



GC 🦇🔊 reposted

Disappointing to see some Hyperliquid/EVM bulls fudding @kinetiq_xyz TGE Let's get one thing straight - if $KNTQ underperforms, the rest of your points & TGEs are absolutely cooked.


Fund productivity, not stupidity. Your LPs hate you!


GC 🦇🔊 reposted

Bridge - Acquired for 1 B Zerohash - Acquired for 2 B Figures - Equity trading at 9B These are crypto businesses CT have never heard of. Bet on businesses that sell to institutions, fintechs and normies. Not on those who are selling to crypto natives.


Loading...

Something went wrong.


Something went wrong.