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Tonyp

@tonyp

133 Following
48 Followers
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@tonyp
Is anyone building anything interesting at the confluence of DeFi and ZK?
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@tonyp
do devs find gas monetization interesting? https://x.com/AndreCronjeTech/status/1832634461697273997
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@tonyp
fantastic writeup on intents by @0xemperor https://crypto.mirror.xyz/yfBzBTJg5VTZXlpAZ9SpvVFbbkADiT34tS3xJ3Luo98
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@tonyp
What I find most interesting in DeFi today: New tokenomics for the $EUL token https://x.com/euler_mab/status/1832016111010787800 I'm a sucker for an auction
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@tonyp
Surprised to see there is over a million ETH borrowed on Aave. Is there a good place to see what these positions are collateralized by?
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@tonyp
Any thoughts on why an ETH-pegged CDP “stablecoin” never took off?
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@tonyp
Money is a generally accepted medium of exchange. https://www.cato.org/blog/three-pronged-blunder-or-what-money-what-it-isnt
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@tonyp
If the financial system doesn't work without a lender-of-last-resort (aka the Fed) willing to print unlimited money in a crisis, does it actually work at all?
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@tonyp
What is more likely, a government accustomed to printing infinite amount of its currency moving to a digital hard asset standard or continuing to print its own currency on a smart contract chain?
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@tonyp
The moral economies of the shire. https://x.com/imperiumpaper/status/1797232362129854729?s=46&t=Gdg27M409WkRrOX1lGAlGQ
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Interesting paper about onchain FX markets https://x.com/ganvisnat/status/1782716782983201190
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@tonyp
It would be interesting to take Blast's USDB model and instead of having the yield rebase to the holders on the L2, the holders could vote to direct the yield to fund public goods.
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@tonyp
Is the meta for decentralized stables changing this cycle? Instead of accumulating or bribing CRV/CVX, yields are high enough for protocols to fund a yield bearing vault for their stable, eg sDAI, sFRAX, stUSDA Maybe the Curve Wars were a zero interest rate phenomena
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UniV3 liquidity rebalancing creates price convexity? Interesss https://x.com/shaundadevens/status/1780666974588092471
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@tonyp
I just got roasted. I prefer beautiful swan
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MEV. Don’t fear it, respect it and bend it to your will. https://blog.yearn.fi/permissionless-dutch-auctions
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@tonyp
Great deck breaking down the history of stablecoins https://anthonyleezhang.github.io/slides/stablecoins.pdf
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@tonyp
Memecoins are cute and all, but I'm excited for the part of the cycle when protocols are using panoptic iron condors to create range-bound protocol owned liquidity.
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Delv (previously Element) looking to strike back at Pendle with Hyperdrive. Still digesting the paper, but it seems to remove liquidity fragmentation by supporting unlimited maturities in one pool. neat https://github.com/delvtech/hyperdrive/blob/main/docs/Hyperdrive_Whitepaper.pdf
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Let's dig into Pendle. They are a yield trading platform that has gotten a lot of traction with the current "points meta". If you were around in 21-22, there were a boat load of these yield stripping protocols. I believe it was Pendle's innovative DEX that led them to win.
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