schizoxbt

Starting to see more people include $LQTY in their 'productive assets' lists and that makes me happy

The funny part is ETH in theory should be an incredible buy right now.

All the network effects, all the ability to pivot in new directions, and dot ETHs said a 2k asset goes to hundreds of trillions in mkt cap.

Be serious lol

The unfortunate dichotomy of being bullish ETH DeFi but not ETH the asset

This is what we get for having people post outrageous $ETH comps

"Dream bigger!" - says Etherealize

>proceeds to drop the silliest valuation framework known to man and some species of monkeys

All my bags shall run and they shall all run hard

I think if you look out the next 5 years, anything that is remotely linked with stablecoins is going to do well.

And if you can't see that, then you're nowhere near bullish enough

DeFi really has so much room to grow and run.

But you gotta be choosy, still believe 97% of crypto trends to zero, too much dog shit out there

welp good assets are on discounts again gents.

$LQTY, $CVX, $FXN, $ALD

oh man this is gonna nuke markets innit lol

If stonks/indices go up, you think there's a world where brypto doesn't?

What happened to being irrationally bullish in the face of fire?

what if the pump launch is the end of memes but the beginning of people transitioning to value?

New DeFi primitive?

New DeFi primitive.

Use my referral link to gain early access to @infinifilabs - https://infinifi.xyz?ref=TP60BGEA

imagine if pumpfun announcing a token sale just topped market

Woke up.

See $LQTY ripping.

Hell yeah

Day 11 of Schizo's DeFi Musings ---

Look ma, I brought a picture to show and tel!

So on the weekends I like to look through charts and find interesting things for bags that I'm in to track their performance and make sure they still look as good as before.

Right now, we're going to focus on two stats:

- TVL Growth
- Fees Growth

__________________________

With Liquity, I want to see continuous TVL growth because that means more and more people are borrowing $BOLD and realizing that they can do something unique: set their own interest rates.

I won't go too deep into why this is so cool (if it wasn't already apparent) but it means the product is working.

This is good for my $LQTY bag and shows PMF.

Users are coming to use and that's what matters. Plus the TVL growth will keep growing and growing and that only means good things.

I'm sure I can say more but I got an angry toddler son and that means I'm on limited time.

__________________________

Now we move to Fees Growth for $CVX.

There isn't much to say here because nearly everyone reading this knows what CVX is.

But if we get stablecoin bills, proliferation of more stables, and good regulatory oversight there, then its clear that $CRV will benefit.

And if CRV benefits, then CVX benefits.

There's some just something intoxicating about those 2 assets, just knowing that there is always income coming.

Especially if stablecoins get as much adoption as hope and become ingrained into our society and ecosystem, then you can feed on fees/revenue/bribes for eternity.

Will that happen tho? We'll have to see!

__________________________

I'll take my leave here and get back to the fam.

Again, appreciate everyone who reads and hope you're having a stellar weekend bros and broettes.

Schizo out

My biggest gripe with anything that launches on Sol is that it’s damn near impossible to get in.

@phantom on mobile kept shoving nothing but errors.

On Pc, got nothing but errors.

Like cmon man

Anyone else’s txn’s just constantly fail?

Can we start calling altseason, value season instead?

You people did dirty things to my alt bags and I’m sad about it.

Just gonna have to buy more I guess, shucks