Yond makes no sense
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DeFi 收益 | 投资逻辑 | 行业思考 | 就业机会

by https://x.com/0xyond
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^ 强烈建议搞一下 Canton,我很看好,业务上也有往来

这是个 fair launch 代币,投资人和团队都没币,只能靠节点产出,现在能挖都是福
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Thesis:$CC 的需求会很强烈,但产出有限
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话说,大家对硬件钱包的需求大吗?Onekey有个渠道合作找我,需求大的话我可以谈下来,比自己买便宜些

有意向的可以留个👍🏻人多就发车
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折下来大概是不到100u一个,叠加双十一活动
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Forwarded from Ian's Intel
DEFI PROTOCOL BALANCER POTENTIALLY EPXLOITED: ONCHAIN — AGGR
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Balancer有攻击
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打新理财不如低倍开空理财,链上我也不敢玩了,除非是盘子

保持做空的乐观,没有多少妖币,有妖币只要避免低于VC后几轮成本,避免共识盘,费率币,指数价格组成单个小所那种,纯盘子币就行了

bn多上合约然后分仓低倍止损复利撸空致富🙏🏻
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Au老师这个也是不错的思路,做空理财
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Forwarded from Maestro Monologues
https://x.com/talkintokens/status/1985436957166505988

https://x.com/Schlagonia/status/1983276845069152607

https://x.com/Cbb0fe/status/1983362876250181997

This whole xUSD fiasco is a pretty bad look for DeFi.

- Offchains deals that give debt seniority to selected lenders.
- Recursive minting to inflat TVL metrics
- Curators that are supposed to manage risk on lending market vaults overlooking the risk and allocating to xUSD markets
- Money Markets hardcoding xUSD to $1 has prevented mass liquidations but theres still a large hole to be plugged

Even in stablecoin farming theres just so much to look out for.
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Stream的xUSD也脱锚了,这个应该玩的人不多
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迷你仓空了点 $MMT,2x,不设止损那种

ve33凭啥值那么多钱😈
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