Octavio pfp

Octavio

@octavionotpunk

52 Following
45 Followers
Octavio pfp
Octavio
@octavionotpunk
If you do not have time to follow all the DeFi narratives, I recommend to read my weekly wrap-up. It gives an overview on: 1. Market statistics per DeFi verticals: liquid staking, yield LP, lending etc. 2. A weekly deep-dive 3. Exclusive interview with a DeFi OG: Martin from Mountain protocol this week
0 reply
0 recast
0 reaction
Octavio pfp
Octavio
@octavionotpunk
I felt the 'ah-ha' moment when Emre told me how @parabol would suceed in the future. I've been looking ar the tokenised tbills markets for 18 months and Parabol is genuinely innovative
0 reply
1 recast
1 reaction
Octavio pfp
Octavio
@octavionotpunk
Feeling blessed this morning 😍 Pure DeFi Facts on a weekly basis ▶️ https://notrisk.substack.com/ ◀️
0 reply
0 recast
0 reaction
Octavio pfp
Octavio
@octavionotpunk
Liquid restaking ecosystem on top of Eigenlayer is already packed. Who'll stand out in this market ?
0 reply
0 recast
0 reaction
Octavio pfp
Octavio
@octavionotpunk
I'm really impressed by how the liquid restaking vertical took off in no time, while RWA protocols adoption pace is far slower. It shows how building on existing financial system is full of friction
0 reply
0 recast
0 reaction
Octavio pfp
Octavio
@octavionotpunk
The domination of the LST market by @lidofinance. Second to come and more than 75% market shares today Dashboard on @flipside : https://flipsidecrypto.xyz/octavionotpunk/liquid-staking-overview-sfWAHq
0 reply
0 recast
1 reaction
Octavio pfp
Octavio
@octavionotpunk
There are 20+ liquid restaking protocols on top of Eigenlayer now Do we know how they will allocate their funds between AVS or is it too soon to ask?
0 reply
0 recast
0 reaction
Octavio pfp
Octavio
@octavionotpunk
Come check my LRT dashboard on @flipside and monitor the $1.6B deposited into liquid restaking protocols in the last three months ➡️ https://flipsidecrypto.xyz/octavionotpunk/lrt-wars-lrt-wars-_1TOPl
0 reply
0 recast
1 reaction
Octavio pfp
Octavio
@octavionotpunk
"What do you want ser? I can propose you USDC, USDCbC, USDC+ or others of USDC"
1 reply
0 recast
1 reaction
Octavio pfp
Octavio
@octavionotpunk
I don't want to chill Gnosis chain, but Gnosis is pretty cool. Epsilonesque fees, nice (but too few) projects on it. The best opportunity is sDAI yielding 7% instead of 5% as DAI held in the ETH-GNO brige is captured by sDAI holders.
0 reply
0 recast
0 reaction
Octavio pfp
Octavio
@octavionotpunk
I'm actively searching for consistent papers or talks regarding how to monitor restaking risks (slashing, cost of corruption, concentration) If you have something in mind, please send it to me
0 reply
0 recast
0 reaction