safetyth1rd

Negative funding hits different when you’re in a basis trade

There’s no bull case for ETH except

-Vitalik is not a piece of shit, actually still works hard daily on it
-As do a large number of independent researchers and developers
-clients and development distributed enough to minimize “bus factor”
-decentralized consensus
-only sovereign state resistant ledger
-main asset issuance ledger for both L1 and L2s
-main home of stablecoins, the number one use case of blockchain
-only sovereign asset on Ethereum
-deflationary tokenomics/better supply than Bitcoin
-ever growing TVL
-largest crypto asset besides Bitcoin
-people use Ethereum and its l2s daily, it has the largest app ecosystem that’s constantly improving

Maybe if we meme eth as digital oil harder it will spike like oil does tomorrow on Middle East tensions

Oh boy another chance to buy ETH at 2k

Eth attempted to breakout and we got WW3

Lesson in there

The answer is not trump or Kamala or whatever

The answer is govts are fundamentally misaligned with their citizens, even “democracies”

The only way out is crypto : self sovereign money, self sovereign banks

Fiat funds wars

Buy Bitcoin

Buy ETH

Defund the System

Buy Bitcoin (and maybe ETH)

2024: “why am I even farming eth when I can get 20% on USD”

2025-2027: “why am I holding USD when it’s -100% apy vs BTC/ETH”

My dream ct blunt rotation

Beer or joint with @rektdiomedes outdoors

Kaya toast and hainan tea with @Arthur_0x

Cart coffee and bagels with @0xTexasHedge in the city

We are doing video content these days

And it’s actually not bad.

Interviews with founders, protocol overviews, some onchain analysis

Check it out :

https://www.youtube.com/@todayindefi/videos

If you’re a defi project building actually cool shit,

You can’t really do better than having @delitzer on your cap table

Have not seen anyone explain cool new primitives as well as him

Liquity is using ICP

And it’s in an actually useful not scammy way

Incredible timeline

Unironically must have for defi imo

This model feels a bit cheap tho

Anyone have recommendations for nicer calculators?

Coinpanda pretty good for taxes

Seems to read txes well and not over or under count

What if

Everyone is piling into stablecoins

Just as the Dollar begins a multi year decline

What if

Everyone is piling into USD stablecoins

Right as DXY starts a multi year decline

Cobie a year or two ago: “I’m going to make crypto better with echo and it will be great”

Cobie now, after dealing with endless throngs of dumb users, wrestling bugs and PR battles : “ I should have just stuck with running Up Only”

20% on ETH on Aave’s Avalanche market

Huge apy -20% on ETH

On AAVE, avalanche market