Matt @mcasto_
Investing/trading software eating programmable money | DeFi trader/researcher @CMT_Digital | @InternDAO | Contributor @ournetwork__ | Tweets ≠ advice Joined March 2019-
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Withdrawal was triggered on March 8 and about 5k ETH was queued to be withdrawn in total that day, so the GCR withdrawal was close to 40% of the daily total. Is also the ninth largest day in terms of total withdrawn at or earlier than snapshot block 19437000. Seems more…
Withdrawal was triggered on March 8 and about 5k ETH was queued to be withdrawn in total that day, so the GCR withdrawal was close to 40% of the daily total. Is also the ninth largest day in terms of total withdrawn at or earlier than snapshot block 19437000. Seems more… https://t.co/CI8uuQ58TE
Phenomenal opportunity here, have had the pleasure of getting to know the research fellas at Blockworks both online and irl and they're all incredibly smart/quality people.
Phenomenal opportunity here, have had the pleasure of getting to know the research fellas at Blockworks both online and irl and they're all incredibly smart/quality people.
The USDe-USDT pair on @Uniswap has hit +$2B faster than other leading stablecoin pairs. 🤯 Read more about $USDe from @mcasto_: bit.ly/3xItQTa Chart via: @DuneAnalytics - @mcasto_
“Even with negative funding resulting in @ethena_labs incurring a day of net negative payouts of -$140k and handling $25M in daily $USDe withdrawn, there weren't significant peg deviations within the USDe-UDC pool on @CurveFinance.” – @ournetwork | @mcasto_ Chart via:…
JUST IN: #Stablecoins 💰 | OurNetwork #226 Link to read: ournetwork.xyz/latest 🌐 #StablecoinOverview @rwa_xyz | @CharlieYouAI 🏦 $USDe @ethena_labs | @mcasto_ 👻 $GHO @aave | @Token_Logic 🏦 $DAI @MakerDAO | @JamesCliffyz
The deleveraging event last weekend was a great stress test on the resilience of Ethena Protocols are not adequately tested when funding is +60% and your taxi driver is retiring on $WIF, they are tested in moments like this Some observations to clarify a few questions:
Seeing commentary recently around point farming being the new DeFi summer meta. While in theory I agree, the real magic with DeFi summer was farming protocols at < $50m vals where market consensus priced them at highly attractive +EV levels. While the new point farming paradigm…
ENA FDV at launch: $8b W FDV at launch: $11b ENA current FDV: $13.8b W current FDV: $5.6b ENA had 19% of FDV as TVL at launch but is +74% since becoming liquid vs W at -60%. Lesson in there, get aggressive with early integrations in existing protocols that have reflexive…
ENA FDV at launch: $8b W FDV at launch: $11b ENA current FDV: $13.8b W current FDV: $5.6b ENA had 19% of FDV as TVL at launch but is +74% since becoming liquid vs W at -60%. Lesson in there, get aggressive with early integrations in existing protocols that have reflexive…
I too start crypto in different years with magically different amounts of money
I’ve spent the past few months diving into what a chain abstracted future could look like for blockchains. Imagine sending money or using dApps without worrying about what chain you’re interacting with. Similarly to how most users don’t care which server a website is running on,…
Visible dispersion has been prevalent over the past month within DeFi assets with seeing finite new inflows. Observe new listings for these protocols and how the prices of integrated protocols react versus non-integrated ones. These are select DeFi assets within top 250 coins in…
shout out to Matt for finding the Briun terrorist
shout out to Matt for finding the Briun terrorist
People withdrawing USDe trying to atone for their sins post ENA launch announcement
+$100m hit for top USDe pools in terms of TVL on Curve
Buyback/burn mechanism has proven to be reflexive here, as volume/pool TVL increases ramp up buying pressure within the pool
Buyback/burn mechanism has proven to be reflexive here, as volume/pool TVL increases ramp up buying pressure within the pool https://t.co/MJxIrkywnA
Hot damn. Pirex CVX is the largest holder of $vlCVX. Now over 10% of the $CVX supply is shared between Pirex and our treasury. pirex.io/vaults/ucvx
CL @CL207
193K Followers 9K Following shitposting, art, fashion 仙女資本@egirl_capital )))@echodotxyz captured by: @yueko__ no check dm sorry~
찌 G 跻 じ MBA, CF.. @DegenSpartan
263K Followers 4K Following Former Degenerate Spartan Private Crypto Fund Manager Quoted in CoinDesk & Cointelegraph Psyops Special Forces Reformed Hentai Addict Reinstated @egirl_capital
IamNomad.sol(ol) @IamNomad
179K Followers 2K Following sometimes market maker,mostly systematic trading Destroyer of markets,There is no need to be upset™ @simpelyfe does my drycleaning @whalecalls|@rng_gallery
icebergy ❄️ @icebergy_
144K Followers 3K Following Dev, Angel Investor focused on ai, crypto, nfts, and bitcoin created @CryptoWhaleBot
Andrew Kang @Rewkang
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Jason Choi @mrjasonchoi
148K Followers 3K Following Co-founder @Tangent_xyz, host @theBlockcrunch. Ex GP @TheSpartanGroup. Trying to navigate time frames well. Thoughts: https://t.co/bJMqeWDH63
Avi @AviFelman
83K Followers 521 Following @1000xPod //@interndao // ex-GoldenTree & BlockTower Enjoy waxing poetically about my adventures and posting content irrelevant to your life.
Chris Burniske @cburniske
289K Followers 2K Following Partner @placeholdervc; co-author #Cryptoassets 📔; formerly led crypto @ARKinvest. Xeets not financial advice. Disclaimer: https://t.co/Xp0VJsuufc
Vance Spencer @pythianism
92K Followers 4K Following Co-founder @hiframework, board @endaomentdotorg, formerly @netflixjp. nothing I tweet is financial advice, views my own.
McKenna @Crypto_McKenna
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Spreek @spreekaway
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Token Terminal @tokenterminal
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nani🤍 @naniXBT
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LITTLE • ᴗ • DX.. @LittleDxdmeuN
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hung nguyen @kazimhung559
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Daniel Goldman @alc_anthro
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Amrit AI @AIDailyDigest_
154 Followers 521 Following AI & Web3 ⚡ | Empowering Businesses with Future Tech |
the thoughtful hupper.. @allwhitesuit
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DeFi Huyz @defi_huyz
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Mehmetcan Budak 🍊 .. @0xMemoshi
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Luke Leasure @0xMether
62 Followers 230 Following question assumptions, challenge conventions, embrace uncertainty, explore complexity Research @blockworksres / formerly @blkswanresearch
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Seraphim @MacroMate8
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Mike Blank 🐲 @mishablank
678 Followers 3K Following Regen at https://t.co/ir1JbsQokj https://t.co/W4B9r86CYQ
Said Ünlü @MSaidUnlu
402 Followers 1K Following Husband, Dad, Son, Entrepreneur, Algo Trader, Data Guy, Veteran AI-maxi | Co-Founder @bottomupsocial
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68 Followers 576 Following
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35 Followers 132 Following
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873 Followers 7K Following Just a PvP OG. PvP Money is now live to the public. NO KYC. Use this link to take you straight to the gaming site: https://t.co/yiTHISJivS
DominicHW @DominicHW
878 Followers 5K Following Photographer, Life Coach & Ocean Master............Choose what you Love and make it your Life. Life is a choice, choose and Live it Wisely.
NecP $BUBBLE @NecP_Sol7
4K Followers 4K Following The wind is calling, sky is falling, stand for something or die in the morning. #Solana #SolanaNFTs @playsomo | $SOMO Hold @deeznuts_solana
Myles G Investments @MylesGinvest1
127 Followers 1K Following Crypto Trader 150k YouTube CEO algosniper Trading indicator #XRP whale
Nakata.Malaysia @Khoo2009J
238 Followers 3K Following Love cryto world . Love trading and still keep learning now . Love sharing Ideas and charts . 纯粹记载着个人的交易心得与记录。 !!!NOT Financial advises!!!
0x躺平 @0xtangping
453 Followers 4K Following #Bitcoin| #ETH | #Web3 | #NFT | #GameFi｜币圈热点丨项目分析丨空投交互丨 Web3 Advisory & Marketing | DM for ads/Promo 📩｜合作私信｜
Jena Van Hubard @ChainEconomist
31 Followers 271 Following Part time Researcher 🔍 | Full time Degen 🚀 | Hunting 🪂| Occasional 💩 posts
ws_tvf @TvfWs22762
351 Followers 2K Following
Coker @EjikeJo87869039
226 Followers 1K Following
Roger @Roger_t72
26 Followers 61 Following
Iupac @Ugoprime1
121 Followers 475 Following 5iireChain Testnet Thunder ⚡ $QUBIC $AIPG $SPACE $NAKA $SAVM $TRIAS $RIO $CHNG $CREO $TAO $ZEPH $TET $GNC $AGRS $ORDI $WINR $MUBI $OZK $AIPG $SMH
senseisensei @senseisensei777
86 Followers 428 Following
PlatypusPonderer @PerkePerke2
79 Followers 178 Following Survived 2 bear markets/ Low cap gem ♥️ lover/ Degen on the side/🔑 NFA, always Dyor, you know the drill
Enoch Leviz💪🏻 X.. @EnochLeviz
118 Followers 695 Following
CL @CL207
193K Followers 9K Following shitposting, art, fashion 仙女資本@egirl_capital )))@echodotxyz captured by: @yueko__ no check dm sorry~
Tree (🌲,🌲) @Tree_of_Alpha
208K Followers 137 Following Building @News_Of_Alpha @TreeTokenEth Binance: https://t.co/V85u14KX34 Bybit: https://t.co/aLOJywG5Su
찌 G 跻 じ MBA, CF.. @DegenSpartan
263K Followers 4K Following Former Degenerate Spartan Private Crypto Fund Manager Quoted in CoinDesk & Cointelegraph Psyops Special Forces Reformed Hentai Addict Reinstated @egirl_capital
IamNomad.sol(ol) @IamNomad
179K Followers 2K Following sometimes market maker,mostly systematic trading Destroyer of markets,There is no need to be upset™ @simpelyfe does my drycleaning @whalecalls|@rng_gallery
icebergy ❄️ @icebergy_
144K Followers 3K Following Dev, Angel Investor focused on ai, crypto, nfts, and bitcoin created @CryptoWhaleBot
Andrew Kang @Rewkang
243K Followers 3K Following Shephard @mechanismcap @PleasrDAO Not investment advice
Jason Choi @mrjasonchoi
148K Followers 3K Following Co-founder @Tangent_xyz, host @theBlockcrunch. Ex GP @TheSpartanGroup. Trying to navigate time frames well. Thoughts: https://t.co/bJMqeWDH63
Avi @AviFelman
83K Followers 521 Following @1000xPod //@interndao // ex-GoldenTree & BlockTower Enjoy waxing poetically about my adventures and posting content irrelevant to your life.
Chris Burniske @cburniske
289K Followers 2K Following Partner @placeholdervc; co-author #Cryptoassets 📔; formerly led crypto @ARKinvest. Xeets not financial advice. Disclaimer: https://t.co/Xp0VJsuufc
Vance Spencer @pythianism
92K Followers 4K Following Co-founder @hiframework, board @endaomentdotorg, formerly @netflixjp. nothing I tweet is financial advice, views my own.
McKenna @Crypto_McKenna
86K Followers 1K Following Si vis pacem para bellum. Liber Humanitas. General Partner at @Arete_xyz NFA
Luke Martin @VentureCoinist
329K Followers 2K Following Tweet about coins going up & down, try to buy the ones going up. Bitcoin/Altcoins. @StacksPodcast
CryptoCondom @crypto_condom
78K Followers 1K Following
mhonkasalo @mhonkasalo
29K Followers 2K Following Investment Partner @equilibrium_co (prev. @paraficapital, @TheBlock__, @AccessProtocol).
Felipe Montealegre (I.. @TheiaResearch
2K Followers 1K Following In love with the Internet Financial System (IFS) // Theia Research, Co-Founder // 🌋Write and Multiply
Stephen | DeFi Dojo @phtevenstrong
90K Followers 1K Following "The Calculator Guy" Founder of DeFi Dojo Co-Founder of DeFine Logic Labs "A truffle sniffer, but for yields."
Seraphim @MacroMate8
56K Followers 5K Following Head of Taking Risk | Head of Growth at @ethena_labs | Ambassador at @vertex_protocol | Advisor to @metastreetxyz
Luke Leasure @0xMether
62 Followers 230 Following question assumptions, challenge conventions, embrace uncertainty, explore complexity Research @blockworksres / formerly @blkswanresearch
Will @WClementeIII
720K Followers 2K Following Investing & stuff | Co-founded @reflexivityres (acq. by @defitechglobal) | Using @velodata
comfy capital @comfycapital_
11K Followers 3K Following crypto angel investor, ex @twosigma, fka confusedcollector
owen @ofernau
2K Followers 615 Following editorial ops @ournetwork__ prev: reporter @DefiantNews 時間がない
chuz.eth @PChuzeville
1K Followers 2K Following investing @lattice_fund | built @dovemetrics (acq. by @MessariCrypto)
DUKΞ @thedukekim
2K Followers 3K Following follower, father, & fren. also #gnao1 dad, punk 8747, & svp revenue @TheBlock__
Prasanna S @myprasanna
10K Followers 7K Following Co-Founder @Rippling @0xPPL_; Angel Investor: https://t.co/pjiWi4E1Bl
BidClub @bidclubio
3K Followers 12 Following https://t.co/q5mHPJDobs A research club for Web3 investment ideas. Nothing we post is investment advice. Now in Closed Beta. Bid Smarter.
Joshua | MOZAIK 🇰�.. @JoshuaDeuk
7K Followers 640 Following https://t.co/0VskLOCHc5 SOJUBOMB | once top10 Binance leaderboard perp trading challenge 100k to 10m 2023 q1~ currently at 5.4m (20240330) @kennelcapital
alexander @wagmiAlexander
7K Followers 867 Following
Defi_Maestro ✺ @Defi_Maestro
52K Followers 2K Following Full time degen. DeFi Strategist @0xMantle | Advisor @Ranger_Finance All views are my own and not financial advice.
Jesse Pollak (jesse.x.. @jessepollak
110K Followers 2K Following @base contributor #001 @oakcurrency with @0xcity3
ByWassies @bywassies
33K Followers 265 Following Wassies. By Wassies. Join in the fun https://t.co/hMIaxcgpJT https://t.co/EgQMhzANmG for the loomlocks its @loomlocknft
Illinois Policy @illinoispolicy
41K Followers 1K Following A liberty-forward nonprofit fighting government corruption, poverty, and high taxes in Illinois and Chicago.
Austin Berg @Austin__Berg
7K Followers 3K Following A world without limitations on human potential. Co-founder @ironlightinc. VP marketing @illinoispolicy. 📚'The New Chicago Way: Lessons from Other Big Cities'
Fjord Foundry @FjordFoundry
87K Followers 8 Following Connecting innovative projects and engaged backers through a community-focused platform, offering fair and transparent Liquidity Bootstrapping Pools (LBPs).
Pendle @pendle_fi
120K Followers 327 Following Liberating Yield | Discord: https://t.co/5H8gUMvtPs | Telegram: https://t.co/c77ig0GeQC
Pendle Intern @PendleIntern
9K Followers 440 Following Chief Meme Officer (CMO) @pendle_fi || Shitpost Extraordinaire🥇|| Grand Wizard of Pendle 🪄 || Wingardium Leveyieldsa ⬆️
Yaro @0xYaro
504 Followers 177 Following crypto trading & research | betting till the day they put me in a wooden box
Vincent J @vincentjow_
2K Followers 412 Following Co-founder @Modular_Capital | Not financial advice
Momo Ong @momoeureka
987 Followers 1K Following Crypto | Previously: @HeadsUpai, @Facebook, @FiscalNote. | Seed Investor: @AlliumLabs, @artemis__xyz, @breezedotcash, @doppelHQ, @ethena_labs, @monad_xyz
cookies 🍪 @jinglingcookies
3K Followers 2K Following Analyst, ex Biomedical Engineer 🧪 | Research: https://t.co/VMcr74eLpb | Drinking butterbeer at Hogsmeade 🍻
Bobo | Care Less Arc .. @MajinBobo0x
2K Followers 983 Following Growth | BD @Dolomite_io | Founder @tdcapital_ | thoughts are my own | Re-hypothecating Your Dollar
WENSER - Airdrop Chec.. @wenserapp
16K Followers 95 Following WENSER - Airdrop Checker | zkSync, Linea, Starknet, Base, Scroll, Zora, Taiko, Metamask, and Venom. https://t.co/ZvLTrIMLpt
CMTD Intern @CMTDIntern
74 Followers 54 Following Probably a joke. Definitely not investment advice. @CMT_Digital a leading global blockchain and web3 VC.
Oliver Jaros @OliverJaros_
147 Followers 941 Following Research @CMT_Digital. Views my own, not investment advice.
$PUMP @realpumpitcoin
12K Followers 8 Following transparent launch. The OG crypto meme. https://t.co/P7FSK2tOPu 0x216A5a1135A9dab49FA9Ad865E0f22FE22b5630A
The Daily Edge @thedailyedge_
2K Followers 3 Following Daily Crypto Newsletter. Get actionable insights for DEX tokens in 5 minutes. Brought to you by @onchainwizard and @chainedge_io
mcSleuth @0xSleuth_
23K Followers 467 Following onchain pirate trading attention. tweets are my thoughts only and NOT financial advice @leftcurvedao
Phoenix Labs @phoenixlabsdev
919 Followers 2 Following Phoenix Labs is a R&D company specialised in smart contract development for DeFi protocols
Lucas Manuel @lucasmanuel_eth
4K Followers 935 Following Senior SC Engineer at @phoenixlabsdev Ex-@maplefinance SC Tech Lead Ex-@makerdao SC Engineer Foundry shill passionate about new tech/best practices in DeFi.
zkMike | 🇰🇷 @_zkmike
10K Followers 2K Following There is no second best. // Top G @uupg_capital, @interndao // ex. research @neworderdao
Jack Chong @jackchong_jc
5K Followers 4K Following upgrade capital markets with software in stealth | prev: EIR @whitestarcap @friggeco @uniofoxford @homedao_live | على قد لحافك مد رجليك
Konstantin Lomashuk @Lomashuk
32K Followers 2K Following Accelerating the world's transition to a cybernetic economy. Member of Lido DAO with Mission to Keep Blockchains Decentralised
MattLosquadro.eth @MattLosquadro
3K Followers 2K Following @synthetix_io - Comms @snxambassadors - SNX Ambassador optimism grants council / active delegate yung matt
Feels like people are absolutely sleeping on the fact that you can do basic scripting in Dune by invoking other queries with parameters. Let me explain 📖🧑🏫 In Dune, you can create queries and actually query them like views or even functional ctes within other queries.…
1/ Blackrock's BUIDL has surpassed Franklin Templeton's BENJI (FOBXX) in AUM and became the largest On-Chain Money Market Fund - BUIDL has grown 36.5% MoM from $274M to $375M - BENJI only grew 2.1% MoM from $360M to $368M
EIGEN is finally here, and it unlocks huge new innovation! The whitepaper introduces EIGEN as the first “universal intersubjective work token” That’s a mouthful so let’s explain it simply… x.com/eigenfoundatio…
Introducing the Eigen Foundation, EIGEN token, and Season 1 Stakedrop!
all of the smartest people are praising EIGEN after the tokenomics whitepaper and TGE announcement All of the short term farmers/shillers/traders/etc are fudding it I think people are just upset they have to wait a bit longer for the tokens + the pendle/LRT situation…
The Next Phase of DeFi Money Markets? DeFi’s lending sector has been sluggish, attributed to complex multi-asset lending pools & gov-driven project decisions. Our latest report explores the potential of modular lending products - unraveling features, designs, & implications 🧵
Been scooping up some ETHFI at these levels on the back of today’s LRT FUD. All of the information below is public but I think it was likely either under-telegraphed or better contextualised to me during my lunch with founder @MikeSilagadze in Dubai. Thesis: - ETHFi ability to…
$AR has reclaimed the entire selloff Still not bullish? @aoTheComputer is the future of AI infrastructure that you can buy from the market without worrying about massive inflation from VC unlocks. From weak hands to strong hands. Giga bullish Keep It Simple Stupid KISS…
Forbes research published a list of 20 crypto billion-dollar zombies. These are L1s with high valuation but "are unproven and have little utility other than for speculative crypto trading." Notable mentions: $STX, $ICP, $FTM, $ADA, $EOS...
basically every time i stuck around bad conditions i ended up being happy i did same thing will happen this time onchain summer is coming
About 9 tweets on my feed telling everyone to log off for a while. Y’all do what you want. I’ll be here grinding regardless of conditions. There’s always opportunity to grow, learn and gain experience. You log off.
@mcasto_ i am pretty sure there's actually bots now that do this and just collect the fees. never actually pick up any riders.
Love playing games of chicken with Uber drivers as they drive in the opposite direction and try to get me to cancel so they get the fee
@turnaep @DagoSupremacy test =/= work. Hope this helps, freeloader.
@DagoSupremacy Wait you're telling me for this job I have to submit example WORK?! UGH WTF!
I understand pie is in vogue Was digging into Karak TVL this morning & found that 75% of it is comprised of EigenLayer LRTs + LRT Derivatives via Pendle A restaking platform secured by tokens securing another restaking platform
Base has now generated over $50 million in revenue for $COIN
1/ We’re happy to announce a new strategic partnership with @foundersfund which will equip Alliance-accelerated founders with increased access to resources and mentorship. To kick off this partnership, Alliance co-founder @lmrankhan sat down with several Founders Fund team…
ezETH Depeg ezETH is heavily used in DeFi and crosschain so this depeg had a fairly large surface area
The time has come for me to spread my wings 🦋 Today, I'm proud to announce that I have joined @redactedcartel as the Head of North America. Butterflies have been cookin' and it is a privlidge to serve what they have prepared for DeFi and beyond.
EXCLUSIVE: Peter Thiel's Founders Fund takes a stake in crypto accelerator Alliance theblock.co/post/290653/pe…
for anyone using LRTs (@ether_fi, @RenzoProtocol, @puffer_finance) and using leverage via @GearboxProtocol, @pendle_fi, etc. - highly recommended reading on depegs - especially as we approach the relevant TGEs... nansen.ai/research/on-ch… x.com/Kairos_Res/sta… @nansen_ai…
$ezETH depegged briefly to 0.5 $ETH or $1600 RIP leveraged points farmers
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