Hey Muse please immediately stop paying any business that sends me automated marketing emails
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I wanted to make this a cynical little joke about how giga bulls always sound smarter than value / fundamentals investors when things get wild but then the LLM reminded me of the deeper reality. Be an optimist that survives.
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> you should buy bonds / dividend stocks on blockchains
> all you need to do is go to this dark mode website
> connect wallet, yes phantom
> stake
> yes that says you are sending all of your money to an unknown smart contract, it's fine
> so much better than Fidelity, right?
The first IFS idea that caught my attention was the example of Apple shares that stream $.001 with every iPhone sale. It painted a picture.
Solomon finally enables this, for everything (your AMM liquidity, loaned assets, without strange rebasing). Ownership should be convenient.
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The first IFS idea that caught my attention was the example of Apple shares that stream $.001 with every iPhone sale. It painted a picture.
Solomon finally enables this, for everything (your AMM liquidity, loaned assets, without strange rebasing). Ownership should be convenient.
This is an important one.
Raydium is adopting USDv for its treasury, starting with $1,000,000, and enabling USDv as a stable quote asset across its markets and launchpads.
This isn’t just about USDv as a productive asset. Raydium will be using Solomon’s platform services to decide how USDv’s economics benefit traders and liquidity providers at a granular level.
For the first time, dollars sitting in a trading pair can earn while providing liquidity. Raydium can then direct that income toward LP rewards, trader rebates and incentives for new markets.
To me, bringing this to a venue at Raydium’s scale is a paradigm shift. It’s adoption of both the dollar and the infrastructure that gives platforms control over its economics.
There’s more to share as we roll out the details.
The Raydium team is goated. Some of the best operators we've worked with. @0xINFRA @mst1287
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Have always been a fan of stablecoins that use the blockchain elegantly
In the past we seeded a project called fluidity that was able to do similar things with their stable but I think it was just too early
Idea is your stables can be anywhere (in an amm, in your wallet, in a limit order, etc.) but they should still always be earning interest without the "price" of them being weird
like staked usd products tick up but who wants to have a dollar thats worth $1.31 and then $1.33 a few months later. Very hard to reason with.
So just use your dollars as you would and claim the interest elsewhere. Can be interesting for projects like jup as they could make a rev share agreement for all the usdv users put in their pools.
Got a small bag as it was trading around the original metadao launch price
Raydium commits an initial $1,000,000 of its treasury to USDv.
The first step in a broader partnership, with Raydium becoming USDv’s primary liquidity venue and supporting USDv pairs across its markets and launchpads.
USDv launches tomorrow.
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We are building the Internet Financial System. We have been building the Internet Financial System. We have made a ton of progress, and maybe you didn't notice because the coins were down. It's okay. We are still early (inning 2–3). Excited to speak about this at Legends4Legends.
programmable smart contract platforms have only been scalable for about 2-3 years now, and given that AI has now vastly reduced the cost of experimentation ... we will be back building the machinery of capitalism stronger than ever
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Liquidity means constant psychological pain.
>bear market, pain every day, you sell, you die
>friends making money on a diff factor, fomo, you chase, you die
>bull market, you’re a genius, you relax, you die
but I’d still pick liquid 100x over. I love reality.
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I don’t think we are anywhere near the supermassive black hole of idiocy yet.
Many of the best performers are priced at ‘optimistic but reasonable’ valuations, and there are few $5B AI agent or $15B infra token equivalents. Many assets are genuinely undervalued.
How to Make it in Crypto (real)
do not drift into the supermassive black hole of idiocy
surprisingly simple but also surprisingly hard, apparently
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Felipe Montealegre retweeted
All growth since July is from @kamino.
New CEO @WeiszM is incredible. Perhaps best new tradfi x defi crossover exec since last cycle.
@6thManVentures recently put on a core position in KMNO, and we plan to fight for and support this protocol, team and brand with all our might.
Kamino will be one of the big winners in tokenized equities - not only this year (already a winner on core KPIs) but over the next 3 / 5 / 10 years.
You don't believe me yet (based on price) so I am posting this to QT it when you do.
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Kamino will be one of the big winners in tokenized equities - not only this year (already a winner on core KPIs) but over the next 3 / 5 / 10 years.
You don't believe me yet (based on price) so I am posting this to QT it when you do.
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This is as true today as it was two years ago. Nick has been building onchain options single-mindedly for >5 years - waiting for this moment.
He is a man on a mission, and you should not bet against him. Truly one of the most focused, honest and ambitious founders I have worked with across my life.
The team at @derivexyz is an example of courage and persistence. They have been building single-mindedly towards programmable derivatives onchain since the dawn of onchain finance >4 years ago. They started with a large cohort of peers that wanted to solve a difficult and important problem, and persisted while most gave up and settled for incremental improvements on established products and points campaigns.
Derive is now doing >$6B of convex programmable derivative volumes onchain.
Programmable derivatives are the flower of the onchain financial system, and they require the type of convex payouts that can be uniquely created on Derive.
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