William

@william

101 Following

380 Followers

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Is sats from ethena supposed to be a new coin, or is it straight up sats as in the unit of bitcoin

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Been farming USDe on Zircuit, but the yields on base have been really good as well. I’ve been doing some of the points cycling as well. Current fave is metastreet -> thruster -> hyperlock Although I might move the last leg to mangrove or particle

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Blast points farming is the new meta- finding information asymmetries in terms of point distributions. Thruster is a big winner as a lot of things compose with it, allowing you to earn a lot of points with these combos (e.g. juiced + thruster + particle)

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Brand accounts on FC is now really bearish, starting to crowd out actual users

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DeFi channel really jumped off a cliff in terms of quality

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Yes Money is probably one of the most insane ponzis in a while. Super reflexive, although the TVL metric here is super inaccurate, which I guess goes in the favor of Yes, since it is TVL based

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Yes Money is probably one of the most insane ponzis in a while. Super reflexive, although the TVL metric here is super inaccurate, which I guess goes in the favor of Yes, since it is TVL based

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The hat emoji in someone’s username is such a big counter signal :(

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Heading to MoveCon tomorrow and the Tsuinami Lunch on the 1st if anyone wants to meet up!

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South SF, as seen on Bart 🫡

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Why did the quality of DeFi channel dip so much lol? In any case, quick recap of what I’m farming Deposited a stack on Ethena - APYs are decent and I think the airdrop is going to be good, the risks seem to be overstated as well Still looping USDM on Manta, but repeg has been slow

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Suilend launched their beta pass! Passes are trading for 14 sui on secondaries. Navi has also done very well recently - 150m FDV, granted the float is very very small https://x.com/suilendprotocol/status/1757887455955685868?s=20

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Hanging out at the Asianometry meet and greet in Berkeley. Super interesting guy and interesting crowd

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How is LP defi doing? Know that Panoptic and Gammaswap have been live, but curious if there’s been any meaningful uptake

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Interesting Aptos vs Sui debate happening on Twitter Tl;dr fastpay is overrated, but mysteceti brings a lot of improvements https://x.com/b1ackd0g/status/1756093013351436753?s=20

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It’s kind of rough to context switch between Sui move and Aptos move. Just had to do an upgrade bc I forgot about object ownership :( The high level structure stays the same between contracts, but otherwise you have to do a major refactor if you want to port contracts over.

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Heard on the grapevine that Sui incentives will continue for the next 4-5 months -and they aren’t tapering them off. If you’re farming with size and have conviction in Sui, you should probably start bridging over. Obvs yields will get diluted but I feel like we’ll see Sui TVL hit 1b

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