DeFi Dad@DeFi_Dad · 2 天前赛道影响Just played basketball with friends
And they didn’t say a word about gold alchemy, AI exploits on DeFi, quantum risk, bunker mode, or Anthropic time-travel.
Fools! https://t.co/OwshjlmQGw
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 · 2 天前观点输出Time is a flat circle. My kids are drawing this at school now 😳 https://t.co/qB6cvy8uQH
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 天前观点输出ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 new all time high by Nov 👌
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This @metricxyz protocol seems like a substantial leap for AMM LPs. It's still new to me but I grow more confident as I'm playing with LPs. Team is S-tier.
Few simple tips:
1⃣Look for the green dot, indicating 'safer' pools
2 'Deep liq' is >$200k, as it can do 10x vol / day
3⃣Don't be afraid to pick narrow ranges of price bins, as the pool relies on a price provider and applies its own execution logic, where LPs don't need to withdraw and redeposit to follow the price
Caution: Doesn't mean your liq can't fall out of range and experience IL but ideally, you should end up back in range if the pool's working correctly to adjust the ref price based on an external price provider feed.
Think of @metricxyz like a Morpho-style curated AMM LP that stays in-range by adjusting liquidity to follow a real-world price feed.
The pool doesn't have an opinion on price, it relies on the price provider.
Note: We are not investors, Metric is not a sponsor/partner. This post is not paid but we do have a referral link you might receive a boost on points in future--but I truthfully don't know any details beyond this could payoff in points later (no guarantee).
🔗 https://t.co/xDxZRkUfIq
DeFi Dad@DeFi_Dad · 3 天前观点输出Uptober is still in play (+1.42%) 📈 bitcoin:native
Now it's ethereum:native's turn to get back above $2700 https://t.co/rjhPhKSs9V
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 天前赛道影响Last 30 days:
+ 90% of onchain options market
+ 5% of Deribit’s volumes
+ Just did $1.07B notional traded in 1 week
+ Team's fully aligned around ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be, no equity
+ V3 went live with zero issue, now zkVM on Ethereum
One of my highest conviction bets in my portfolio, still adding at these prices.
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 · 3 天前观点输出@aeroxyz launch today! ✈️
@Trueo_ x @DefiLlama rev+exploit PMs live 🦙
@mezzanine_fi risk tranched vaults live soon 🏦
@DeriveXYZ V3 just did $1.07B notional in a week 🐎
@puffer_unifi x Google Cloud will run infra on Eth
ethereum:native inflation is <1% since the Merge 🔥
Ethereum and its builders are thriving ✊
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 天前观点输出Wow, such a cool development by @Trueo_ x @DefiLlama
At minimum, very interesting experimentation for PMs to bet on protocol revenue + protocol exploits.
There is issue with hackers/exploiters abusing these PMs before doing damage via the actual hack, but that could also be signal of something sinister about to take place.
Really interested to see this play out more.
🦙 https://t.co/M2xhPHazKo
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 天前观点输出“We need to increase the ETH burn”
No, no we don’t 👌
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 · 4 天前观点输出Just use @0xfluid 😇
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。
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