dcfgod

If the protocol wont bet on itself why should you?

etherfi buybacks going brrr

note: dcf cap seeded @ether_fi

airdrop for an L1 testnet users should be sub 1%

Probably controversial but I want to see more tokens that release as 100% diluted (or with a short vest / lock) that are 80-100% owned by team / investors

For example, say I have a business that sells soda and makes $1M of profits and its owned 80% by me and 20% by my investors

If I go public I don't dilute my business by 50% and donate it to people that drink my soda... I just create a public market for my shares which have value because of my profits

Why is it that for my token to be "accepted" I have to give away the business? Not trying to run a dao or have a decentralized soda business... just think tokens are way better, cheaper, and easier to manage

How have none of these on chain stock / stocks for perps platforms not gone all in on making the best liquid market for trading circle on chain?

Best I can find is like 400k of OI and negative funding

Circle market cap is nearly $1 for every 1 usdc issued

Coinbase trades at 65b

Circle trades at 38b

100% of circle revenue from usdc held on Coinbase goes to Coinbase, 50% of circle revenue from all other usdc goes to Coinbase

Why not long coin short circle?

Should circle have a ceiling at half of Coinbase?

Wir stehen kurz davor, zum ersten Mal eine Runde zu leiten... wirklich aufgeregt dafür

dcf-Kapital wächst 🥲

I don’t think the takeaway from plasma success is “ICOs are so back”

It’s more
- there’s tons of demand for tether adjacent products as we’ve never been able to buy into them and circle is trading at over $20b cap

- its hard to find good stable yields on size that last more than a few weeks. Assuming 2bn deposits and 2bn fdv on plasma this works out to 30% apr!

- exploit risk is extremely low as the deposits go into a veda vault which goes into aave (i think). Other options this safe pay like 6-10% apr.

- The people want to buy good projects at good valuations. Plasma is rightfully hyped and has the space excited. They could’ve raised a vc round at 1b+ but instead went with an open and fair model at cheaper. ICO mania was because they could sell tokens to the public for higher caps than the vcs.

Note: dcf cap seeded plasma and veda

Circle at 25b

2 weeks ago ct was screaming 4b was overvalued and it’s worthless because all the revenue goes to coinbase and binance

Maybe more defi apps should be going ipo instead of ico, seems tradfi is more willing to bid our stuff than we are

mkr holders make sure you upgrade to sky and stake

they just started paying out stables as rewards, currently ~17% apr

Hyperliquid hat Benutzer zuvor dafür belohnt, Benutzer zu sein und nicht industrielle Bauern (Nerfd Sybils, große Punkte zu Purr, usw.)

Das Team weiß wahrscheinlich, dass wir alle dieses "Saison 2" vorab farmen, indem wir alles tun, was wir auf der EVM können

In diesem Fall... ist es wert, die Punkteverteilung eine Überraschung sein zu lassen?

Ich frage mich immer noch, ob es überhaupt wert ist, eine S2 zu machen? Es scheint zu wachsen / gut zu laufen ohne sie

Warum nicht einfach den Apps einen Teil des Hypes geben und sie ihre Benutzer emittieren lassen / das Wachstum regeln? Sie haben Milliarden an Hype auszugeben, fokussiert und langsam damit zu sein, würde Sinn machen.

Einige Hinweise zu @CabalVIP / @initia VIP Bestechungen, während das Produkt eingeführt wird

- Der Zeitpunkt ist gut, da es zuvor eine 20-tägige Periode ohne Erträge gab, um enshrined liq abzulösen... aber da das Initia-Team die Belohnungsraten ändert, zahlen sie Erträge während des Unstake... also gibt es keine 0-Ertrags-Periode, um in Cabal zu migrieren

- Das Einzahlen von Init ist keine Sperre, es ist eine Umwandlung, also wenn du raus möchtest, ist es nur zum AMM-Preis. Wegen unseres PTSD mit cvxCRV werden wir wahrscheinlich USDC/Init LP einzahlen, weil das einfach Staking ist

- Einzahlungen sollten die gleichen Erträge wie enshrined liq + Bestechungen erhalten, es scheint also ein No-Brainer für LPs zu sein, es sei denn, sie möchten ihre eigenen Bestechungen aushandeln oder basierend auf Vibes abstimmen

- Cabal nimmt 6% der Staking-Erträge + 10% der Bestechungen als Gebühren

Hinweis: DCF-Kapital hat Cabal und Initia gegründet.

Eine weitere Sache, die @berachain von ohm übernommen hat und die die meisten nicht erkennen, ist das Konzept "Zeit in > Timing"

Der Chart sieht aus, als ob wir schlecht dastehen... aber erinnert euch, wie wir die Rebases berücksichtigen mussten?

In der Bera-Welt farmen Produkte wie oriBGT 400-500% APR in mehr BGT

Wenn der Bera-Preis diesen Monat um 20% gefallen ist... spielt es dann eine Rolle, ob ich diesen Monat 40% mehr Token gefarmt habe?

Hinweis: DCF-Cap hält oriBGT und hat Berachain finanziert.

sagte der Zeitplan nicht, dass dies eine 0 sein sollte, weil Coinbase so viele Gebühren erhält?

man nennt dies parabolisches Wachstum

Hinweis: DCF-Kapital gesät @ether_fi

der Zustand der kurvenförmigen Flüssigkeitssperren ist düster

Hinweis: DCF-Kapital ist in CVXCRV gefangen

Some early thoughts as an @initia user / investor

- PA has been great. Airdroppers really sold too early. Probably a controversial take but L1 airdrops should be extremely small as there's nothing to do before mainnet... Testnet users are not real users, they are bot / human farms.

- LP farming has been amazing... currently 170% APR paid in more init for an 80/20 pool which means low IL and low usdc needed... The ~20d unstaking period is good because its unattractive to mercenary farmers since the hedge is hard, and short term holders don't want to wait a month to get out and sell

- Would recommend giving Kamigotchi / Yominet a try to feel how cool the tech is. You bridge eth to the chain for gas... Every game action is a tx and it feels extremely fast... and it's great for the team as they earn all the gas fees with almost no expenses

- There hasn't been as many apps as other chain launches but thats expected. Here each "app" isn't just an app but an entire chain of its own.

- With movement surrounded by drama, Initia is feeling like the next big move chain

- Emissions are lower than most think... 20% of supply is for enshrined liquidity (usdc/init LP).... 20% of supply for VIP... but all the VIP rewards are 1y vested or faster if you LP with them.

- VIP is off to a good start but it's hard for voters to decide who to emit to. Need to see cabal go live and bribes start to flow. For apps I expect the bribe : emission ratio to be really cheap as there's little competition so it's worth being aggressive early...

- Some really good high APR farms for folks willing to do the work and earn the vip rewards. Check out echelon loops on usdc, milkyway for init, and play kamigotchi (saw a thread where someone said they made 1/3rd of the kami back in init rewards in 1 week)

note: dcf cap seeded and is farming $init

One of the biggest winners from the eth pump was @ether_fi

Unlike the competition, they clearly are showing the market the token matters

They're using revs to buyback the token and distro it to stakers (sETHFI)

Buybacks on chain so there's no question on if they're happening or not

$26M in revs last year and expecting to get to $100M run rate this year

note: dcf cap seeded etherfi

Can’t believe we’ve been farming 200%+ apr on this since launch, all paid in more init

The chain already has multiple chains

Note: dcf cap seeded initia