DeFi Dad

DeFi Dad@DeFi_Dad · 3 天前观点输出

Years from now, your grandkids will ask: Why on earth did you not bet everything on ETH/Ethereum? EIP-8141 will introduce: + Frame txns (bundle up to 64 things in 1 transaction) + No seed phrases, Google account-like wallet recovery + Quantum resistance + Anyone/app can pay gas for you (sponsored gas, etc) Brilliant breakdown below, long all ethereum:native 🐂

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

DeFi Dad@DeFi_Dad · 3 天前市场影响

Buying ETH isn’t some handwavey alignment idea. It is a multi-year trade. @RobinhoodApp Chain and @base are already amazing proof points for the continued dominance of Ethereum and why the biggest fintechs and banks can build as their own landlords with Eth L2s vs be a tenant of a more risky alt-L1. They buy ETH cuz they’re actively contributing to the future success of Ethereum, and it’s a good trade, given their positioning to profit in the upside by buying heavily discounted ETH now. That’s all. Not complicated.

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AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

DeFi Dad@DeFi_Dad · 3 天前赛道影响

Took a few days away this last week and of course it had to coincide with the mania happening on Robinhood’s flagship Ethereum L2 🙈 I spent too much time staring at @fomo (@Markets_xyz also deserves attention too but only supports HL trading so no RH tokens). You will regret not downloading these apps to simply check out how seamless mobile trading can be. The next bull run happens here—trading more on mobile vs what some of us experienced with desktop browser apps for DeFi and CEXs. I’ve also seen posts like @sjdedic’s hypothesizing “no one’s actually making money” and although I understand his point, one I made about Pump, my pushback is that i) fewer are realizing profits this early on RH and ii) the numbers likely reflect how few have the skill set to trade profitably, especially with only market swaps, in a world dominated by cabal insider trading (see what Frankdegods did with MEME 🤡). My experience over just a few weeks was many tokens were running, it felt hard to keep up, but specifically those promoted by the biggest traders on Fomo run the hardest, and it is still hard to pick out runners without the endorsement of some CT trading god first. Basically anyone can buy/sell on the major L1s/L2s with Fomo but most are focused on micro-cap memecoins endorsed by big trading accounts. Feels almost like 2017 all over again where everyone’s buying the same tokens. This time though you can see realtime trades from anyone you follow and get alerts, leading to super reflexive price action on small cap tokens that can run from sub-$1M to sometimes $100 to $200 million market caps. Totally ridiculous and it is a moment we are living through. There is very little liq to sell into on RH tokens, most of the biggest holders have prisoners dilemma unless they’re outright crooks who farm and dump on their following but I have seen a lot more holding unrealized gains among the biggest accounts, in a few weeks. It is too early to tell which RH tokens might be legit value accruing tokens to rise from this froth other than a few ($PONS) or clever memes tied to tokenized stocks (ie BONER = HIMS or AI = NVDA). There’s a whole meta playing out with memecoins tied to stocks and forcing some interesting arb dynamics between tokenized stocks on RH vs the real equities. Is there cabal insider trading? Yes Is liquidity laughably thin? Of course Are many failing to take profits? Yup Will some roundtrip back to 0? Probably But “is everyone losing?” Idk, it looks more normal to me than the Pump mania last cycle, or TRUMP/MELANIA trading where at least now we can see some real time trades from big holders (even though I’m sure some are selling in undisclosed wallets). Best takeaway is RH Chain is proving what mega-fintechs can do to launch as their own Ethereum L2 and be a landlord vs a tenant of an alt-L1. 🔗 https://t.co/tPHshoq554 Note: I am holding PONS, I have been trading it a short time, wish I just bought and simply held, but I could sell again if it’s grossly overvalued, don’t follow me on fomo for long term investing—I am public about what I long but private about the value of those holdings over years and my Fomo/Markets accounts will be for trading.

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

DeFi Dad@DeFi_Dad · 5 天前赛道影响

Imagine if a fintech thriving as an Eth L2 just did the most obvious thing and leaned into the fact ETH is a premier SoV treasury asset. Would capture the attention of the biggest ETH investors, and attract a wave of new capital onto RH Chain. Just do it, @vladtenev 🫡

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

DeFi Dad@DeFi_Dad · 6 天前政策影响

With the rise of neobanks and fintechs plugged into DeFi, there’s huge opportunity to meet the demand for executing massive OTC trades. “[Axis] Prime combines institutional pricing, multi-venue execution, cross-asset settlement and routing infrastructure. Axis Prime supports 15+ currencies, stablecoins and settlement rails, with more than 25 million cross-asset pricing paths evaluated and average quoted spreads below 10 bps across selected corridors.” Like a DEX agg but even more fragmented markets to trade for the bigger institutional flows dependent on digital assets in their business, including CEXs. DeFi is growing up, and this infra is part of what it will take to bring trillions in tokenized assets onchain.

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AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

DeFi Dad@DeFi_Dad · 7 天前观点输出

All this progress and more 🤗 Yet ETH is down 40% YoY this bear year It is a gift to be able to buy at these lows Never been an easier time to buy given fundamentals backing ETH’s future price appreciation Higher ethereum:native soon 🫡

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

DeFi Dad@DeFi_Dad · 7 天前观点输出

Built on Ethereum 🤝

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

DeFi Dad@DeFi_Dad · 8 天前赛道影响

AI CapEx bears are wrong according to @ramahluwalia. "This is a classic wall of worry. That's when you're supposed to buy." 🎧 Full @Edge_Pod on Spotify: https://t.co/72WHY5uUIX https://t.co/ZaEcOaxrS2

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

DeFi Dad@DeFi_Dad · 8 天前观点输出

Trying to get a hold of someone at @archetypevc if you see this, please 🤝

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

DeFi Dad@DeFi_Dad · 8 天前赛道影响

Levered Callable Capital (LCC) by @3janexyz: an onchain system designed to fund loans on 3Jane by depositing a smaller % of your capital commitment to lend and the deposit is looped while on standby, earning a higher yield. The results: ✅ Better incentive to commit as an LP ✅ Better ability to plan to fund loans ✅ Clearer incentive for lenders not to miss a capital call, as their standby capital can be auctioned off

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。