we need more sol fair launches. Who is building this? @MetaDAOProject please more token launches needed

there seems to be a contingent of @solana apes that can't do basic math @pumpdotfun might be a great Investment ... at like -70% from here

This @aave /@ethena_labs integration is a pure cook. The one key observation here is that vast majority of USDE supply growth right now is directly a result of the PT @pendle_fi loops + vanilla loops on Aave. It’s a free arb at expense of lazier usdc/t lenders who are getting paid 5%, so why not max exploit it? Ethena gets to eat because of the fat TVL, AAVE eats because of the massive reserve factor they've put in place and so do ENA longers. The underlying carry trade is profitable so long as the borrows remain stuck at 5% or so. There’s probably another $220m of USDC before its at the kink (see below), whilst USDT is basically already at 90% util after which the rate starts really ramping up following the kink. That’s probably the realistic cap on USDE 'scalability’ until the next strategic rollout/partnership from the Ethena team - and let’s be honest they’re top tier so they'll come up w something else. One other thing I’ve noticed is that of the ~$4b that was minted in the last 1 month, some was deployed in basis and but most is sat in liquid stables. Hard to see sUSDE native apr cook at this TVL scale unless they go down the risk curve // start using HL to farm funding perhaps etc.

the Digital Asset Treasury Phenom is v clever but it all boils down to foundations selling tokens privately to VIPs for $x/token and using the proceeds to buy the tokens back publicly much higher at $2x/token obviously for much less tokens. We're just so good at financial engineering around here.

what seems to be a contrarian take here is that AMMs can only be likened to be the google glass of web3. There are still people out there who think they can be iterated on, but really the only iterations moving forward will need more and more centralisation for a modicum of better UX

I am extremely unsure of whether btc / ai trinity / gold outperforms over the next 5-10 years. Nothing stops this train?

tbh and all jokes aside literally no one at this point believes in the first part of this tweet. Almost all central banks follow the same Keynesian playbook and the dollar is the global reserve ccy.

$debtcoin might pay for my retirement Tbh fuck it debtcoin might even pay for America’s retirement. That social security deficit isn’t gonna plug itself.

$XPL IS THE NEW $XRP ERASE THE BANKS, ABOLISH SWIFT, GORILLON OF TPS

Funny that the tulip meta died. A cross border, credibly neutral, sufficiently decentralised 17th-century money rail sounds unbeatable. any idea why it failed?