chudnov @chudnovglavniy
building @3janexyz (eth/acc), prev strategy @aevoxyz 3jane.xyz Villa Joined January 2021-
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btw you arent shorting pendle because its users got rugged you are shorting it because it had one usecase and now it's kinda gone LRT+Ethena 95% of pendle TVL PT yields (speculation of future token price) lowest since launch do the math
On "Real Yield Revanchism / The End of Points" ~$8.6B in liquid alts supply has been injected into the market from token launches in the past 4 months and ~$70.5B will be unlocked in the next couple yrs. I predict the altcoin music is going to stop in a matter of weeks. Everyone…
There is a banger Hitler downfall bunker meme format about EigenLayer points farmers, intersubjectivity, EIGEN, bEIGEN, nontransferability, season 1/2, pendle, and vc allocations. Someone just needs to make this please
I'm here to guess what the music might do a week, a month, a year from now. That's it. Nothing more. And standing here tonight, I'm afraid that I don't hear - a - thing. Just... silence. NFA
The jig is up. Releasing “Real Yield Revanchism” tomorrow.
I feel really bad for all the grifters who were about to launch a token for their custom AI-powered L2 but now nobody gives a shit.
Financialization of crypto-native commodities is a beautiful intersection First cryptoeconomic security derivs, now blobspace derivatives
Financialization of crypto-native commodities is a beautiful intersection First cryptoeconomic security derivs, now blobspace derivatives
Two protocols (A and B) launch on May 1st. Both are super high-profile and are identical in every way except B has a points program. How much more TVL does protocol B get relative to A?
Not so fast. One of the problems with cloning is you can clone the static state but you can’t clone the dynamic vision of the @eigenlayer team. Karak thinks they are copying something simple and slapping “everything tokens” on top but they are in too deep and won’t be able to…
Not so fast. One of the problems with cloning is you can clone the static state but you can’t clone the dynamic vision of the @eigenlayer team. Karak thinks they are copying something simple and slapping “everything tokens” on top but they are in too deep and won’t be able to…
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@chudnovglavniy But how else will they know that other people know that they’re working?
Airdrops were better back then.
And then we told them to lever up with Pendle
to everyone that was bullposting the hong kong etf
Ethena’s USDe arrives at Cega! 🥚 Today, we're excited to expand Cega's lineup with the introduction of @ethena_labs USDe and sUSDe vaults, offering higher, safer real yields. Discover the potential across five new products. Dive in: cegafi.medium.com/ethena-usde-no…
I sold 50 and 70k. I’ve been saying this
@chudnovglavniy 🫡 x.com/1n5734d0fu/sta…
Imagine if someone told you back in Jan, that people would be frustrated with your point program
did they actually pay jon_charb and victor bunin to write explainers?
i posted a mean tweet about sreeram and my EIGEN airdrop instantly turned into bEIGEN_2
We need Ethena but for selling vol so then we can blow them up. Who is building this?
Community service was always the cornerstone of our fraternity 🇮🇱 @AEPi
Happening now. @ASU and the police are using frat boys to destroy the camp at Old Main. This is insane. #Occupy4Gaza
@DavidSacks Another way to look at it is “As usual, Jason is wrong,” but both framings work 😂
Whenever someone on Twitter from Paradigm or A16z asks “who’s building this?” what they are trying to say is that actually they are building it, and they want to let you *personally* know that they are going to build it better than you because you are poor and they are not
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