William

@william

99 Following

281 Followers

William pfp

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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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Alpha leak but if you’re developing in Aptos Move, the IntelliJ editor extension is really good. Heard the Pontem extension for vscode was updated recently but IntelliJ is what the engineers at Aptos Labs use

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