DeFi buff | @uv supporter

Joined September 2021
147 Photos and videos
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But I got to thinking... If $BNKR powers all these launches and utility plays on Base, is a $65M market cap really not cheap? $PUMP is sitting around a $500M valuation. If the ecosystem keeps growing and $BNKR remains the value-accrual layer behind it all, then maybe the market is still massively underestimating it. Think about it.
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Charles retweeted

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I’m still buzzing VICTOIRE DE CANADIENS 🇨🇦🇨🇦🇨🇦
ON N'A PAS FINI! THE SHOW GOES ON! #GoHabsGo
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Charles retweeted
ALEX NEWHOOK. LE HÉROS DES MATCHS 7!!!!!! ALEX NEWHOOK. THE GAME 7 HERO!!!!!! #GoHabsGo
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Charles retweeted
Trading just changed forever. In 3 years, 90% of retail will be AI-driven. Not algo bots. Reasoning agents. The difference: algo bots compress rules into one output. AI agents reason through a thesis in real time. Tools like @Cod3xOrg are why this shift is happening now and why it's irreversible. full breakdown: 00:00 the thesis 01:00 determinism vs non-determinism 02:40 contextual edge > mechanical edge 03:20 strategy in plain english 04:05 anatomy of a live agent run 07:04 the moment an agent made a call no rule told it to make 08:45 TLDR
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1) What
Pretty hilarious that ANYONE can post Polymarket clarifications on chain via the UMA adapter contract People are posting fake clarifications/Updates just before PM’s scheduled clarifications (which are always 1-2mins late) go live to trick fast clickers polygonscan.com/address/0x65…
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This is absurd ????
so the megaeth terminal dex takes 50% of your LP fees. i gave them $4k this morning 🥶🥶🥶
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Charles retweeted
I’ve been reflecting on this more, and as lame as it sounds, I feel genuine joy when I create, and enter a flow state when I draw, for all that AI can recreate, I mean it might even become better and funnier than me, it can’t recreate my enjoyment or how it makes me feel. Even if the end user is incapable of perceiving the difference, I don’t want to hand off things that bring me joy.
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Charles retweeted
I see people outside of crypto have started dabbling in exploiting their retail followers. Here's what you didn't disclose in your post: the fund has an annual fee of 1% of your account balance, plus fund running costs of around 0.5%, plus deal fees and profit share. The estimated annual drag is about 2.5%. Not to mention the extremely questionable valuation of some of the companies being invested in, possibly buying the top, but that's speculative. Even without speculating, from a pure EV standpoint, the annual fee is brutal (and it compounds pretty quickly). Meanwhile buying broader index funds has a drag of around 0.1-0.2% annually. Your fund's fee is going to be twenty to thirty times higher. Great pitch though, I'm sure many will blindly invest. Congrats.
Apr 22
Introducing USVC - a single basket of high-growth venture capital, for everyone. No accreditation required, SEC-registered, and a very low $500 minimum. Includes OpenAI, Anthropic, xAI, Sierra, Crusoe, Legora, and Vercel. As USVC adds more companies, investors will own a piece of that too. Liquidity typically comes when companies exit, but we’re aiming to let investors redeem up to 5% of the fund every quarter. This isn’t guaranteed, but if we can make it work, you won’t be locked up like in a traditional venture fund. It runs on AngelList, which already supports $125 billion of investor capital. And I’ve joined USVC as the Chairman of its Investment Committee. — Go back to the 1500s, you set sail for the new world to find tons of gold - that was adventure capital. Early-stage technology is the modern version. It says we are going to create something new, and it’s risky. It’s daring. But ordinary people can’t invest until it’s old, until it’s no longer interesting, until everybody has access to it. By the time a stock IPOs, most of the alpha is gone. The adventure is gone. Public market investors are literally last in line. This problem has become farcical in the last decade. Startups are reaching trillion dollar valuations in the private markets while ordinary investors have their noses up to the glass, wondering when they’ll be let in. Investing in private markets isn’t easy. You need feet on the ground. You need judgment built over years. Most people don’t have the patience to wait ten or twenty years for an investment to come to fruition. But there is no more productive, harder-working way to deploy a dollar than in true venture capital. USVC enables you to invest in venture capital in a broad, accessible, professionally-managed way, through a single basket of innovation, focused on high-growth startups, at all stages. It is how you bet on the future of tech: the smartest young people in the world, working insane hours, leveraged to the max, with code, hardware, capital, media, and community. Your dollar doesn’t work harder anywhere. There is an old line - in the future, either you are telling a computer what to do, or a computer is telling you what to do. You don’t want to be on the wrong side of that transaction. USVC lets you buy the future, but you buy it now. Then you wait, and if you are right, you get paid. Get access here: usvc.com
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Charles retweeted
Apr 22
**monitoring the situation** just published aave.wavey.info to track latest on aave v3 core: - liquidity - at-risk positions - tvl and debt - protocol fees
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Charles retweeted
Apr 20
The DVN compromise is LayerZero's fault. The insecure DVN config is KelpDAO's fault. The contagion is Aave's fault. Hope this helps 👍
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The Montreal Expos are exiting the baseball space. During Q2 and Q3 2026, we will transition to acquiring high-performance GPU assets. This is all part of our long-term vision to become a fully integrated GPU-as-a-Service (GPUaaS) and AI-native cloud solutions provider.
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Charles retweeted
Apr 15
Replying to @fejau_inc
this guys always been retarded tho
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Best financial AI product in the game by a large margin
Cod3x outperforms $HYPE buy and hodl by more than 50% with its long-only strategy. We reduce drawdown in long-only $ETH strategies by 75%. Even our high-leverage memecoin scalping strategies are outperforming buy-and-hold. All tested in production. Templates now available - clone and remix them for free on the Cod3x app.
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Charles retweeted
24/7 risk management requires coverage in 3 timezones with redundancy. that's at least 6 people. Let's say the technical staff consists of 1 principal, 2 seniors, 1 mid-level, and 1 junior. Let's conservatively call that $750k all-up. There is also the BD and operations apparatus which can overlap, but let's say it averages to 3 at an average total comp of $500k. So that's $1.25M before any other costs. These are generally delta-neutral, USD-denominated or ETH-denominated products, so fees inherently can't be very high. In many cases they're 0 but let's imagine a world where you get a 1% management fee and a 10% performance fee. If you're generating 10% APR for your customers, you'd be getting 2% per year. To break even, you'd need nearly $75m AUM. Now consider none of the curators charge this much and yields aren't that high. Also consider they're probably overstaffed and are spending hundreds of thousands per year on customer acquisition. Meanwhile they are constantly under threat from state actors and now vibe hackers, they face contagion risk twice per year, and none of them are really outperforming so growth is stagnant. in this scenario, the only way to make more money is to cut staff, thus increasing risk to customers. there isn't enough juice to squeeze.
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Charles retweeted
A new protocol is KYCing into institutional positions, buying RWAs trading under peg, and pocketing the spread for depositors. Alphonse from our team interviewed @phtevenstrong from @mezzanine_fi to learn more about their approach.
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Adding Yieldz to my list of farming tools Dean is a data wizard give him a follow
Don't let high gas prices impact your farming. Here are 3 Layer 2 farms for your weekend! Arb - sUSDs/USDT0: 44.63% Arb - PT-USDAI/USDC: 30.82% Base - wsuperOETHb/msETH: 30.45% Checkout Yieldz. io to find and enter the best farms! Follow me for future farming updates!
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Shorted Stable for a while but eventually closed it out of frustration Still want ts to go to zero it’s completely absurd
Stable L1 has a $2.5 billion FDV while having $0 in 24h DEX volume. It has a higher FDV than Plasma, Pendle, Fluid, EtherFi and Curve combined. Crypto valuations don't make any sense.
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