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Joined January 2021
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DCF GOD retweeted
Jun 12
History's first trillionaire is a guy who catches rockets out of the sky with chopsticks and beams internet to every dead zone on the planet. Same guy ships cars that drive themselves, humanoid robots for the factory floor, brain chips that let paralyzed people move a cursor with pure thought, and an AI running on a supercomputer his team stood up in months instead of years. And the people crashing out about his net worth are doing it on the app he owns. The same app governments spent years trying to censor. You cannot legislate a rocket into orbit.
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DCF GOD retweeted
The Globe is owned by Canada's richest oligarch, David Thomson, worth $82 billion. His source of wealth? He inherited it: archive.fo/20251215221049/bl… The Thomsons are grifters who take the government media subsidy. Oh -- and they think you should hate Elon Musk for being rich. 👇
Opinion: SpaceX IPO makes Elon Musk the first trillionaire. Here’s how to properly hate him theglobeandmail.com/business…
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Jun 12
Team and token holders collaborating to ensure all the value is for the token Examples like this move our industry forward Nice work all around Note: dcf cap holds gno
Following the discussion around GIP-150, we came to the table with Gnosis team and put together a one-time pro-rata treasury redemption proposal, now live on the forum. Credit to @StefanDGeorge, who engaged constructively throughout. The result is a simple, fair, and reliable mechanism: liquid assets distributed in kind at NAV, ecosystem tokens like COW, SAFE, and HOPR passed through directly, redeemed GNO permanently removed from circulation. That burn matters for holders who stay. Every redeemed GNO is removed for good, so non-participants see their pro-rata claim on the treasury rise. This isn't a treasury drain, it's a clean choice that leaves stayers better off. GnosisDAO is at a turning point. The team increasingly recognizes that DAO funding can't be taken for granted without prioritizing profitability and adapting the cost structure to market realities. The recent economic cases shared for the three core business lines, Chain, Pay, and App, are a step in the right direction. GIP-150 made one thing clear: a meaningful base of holders wanted the option to realize their pro-rata share of the treasury rather than wait on a discount that keeps widening. This proposal delivers that option. With the next Gnosis Ltd funding round around the corner, this is the founding team showing they are listening to tokenholders, and giving holders a clean choice: double down on their conviction, or exit at fair value. Full proposal and worked example here: forum.gnosis.io/t/gip-xxx-sh…
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so humanity went from 7b to sub 1b as a "private key" was exploited the exploiter managed to get $16M of ETH by selling over the last few hours 40m ago their transfers started failing as it looks like the team paused transfers. Not sure if it is just for the exploiter or all $H Now funding rates are extremely negative as everyone was short to front run the exploiter Bought a bit here after seeing all the recent perps squeezes, always afraid to play them lets see, but there's gotta be more to this story note: dcf cap holds H
We've detected a security incident involving the compromise of private keys belonging to a member of the Humanity Foundation. As a precaution, please do not interact with the bridge or any liquidity pools until we confirm it's safe. We're already working with security experts and our exchange partners on resolution. We're deeply sorry — protecting this community is our responsibility, and we'll keep you updated every step of the way.
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closing with an L, too scared idk how y'all deal w this stuff
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Jun 12
Siiiiiiiigh
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Jun 12
Some extremely low cap defi coins we bought in small size as venture style bets instead of doing seed investments into 0 revenue projects at 15x cash Theme is similar across them - making good revenue, sold off because of crypto downturn, just one decent catalyst can give multiples All are doing buybacks which gives me trust that the value is for tokenholders @reservoir_xyz: A measly $2M circ when they claim to be at nearly $8M revs and buying back. Already in just 10 days they've acquired like 1.2% of circ supply @MetronomeDAO: Their octav dashboard says they have $14M of assets when the fdv is just $10m... but forget trading below cash, defillama says they make $11m/y revs and profitable! They have a limit of $100k/month for buybacks but governance can change it. @InverseFinance: After all the aave drama we're more and more sold on fixed borrow rates. A huge LP just left which caused TVL to drop but treasury is now above market cap (if you consider the veNFT)... they recently did some buybacks... and revenues are still decent compared to a measly $7M fdv
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DCF GOD retweeted
Somewhat agree with this take but the bigger point is that options are so much more than a short term speculation tool. Perps are powerful, and were always going to come first onchain because they are (relatively) simple to market make and trade for short term opinions. The market is now in need of scalable yield, hedging, and tailored payoffs. This is what options bring (and it complements perps well). Equities, commodities, fx all coming onchain alongside the institutions that trade them. Yet many still think perps are the only derivative that will ever need to work onchain. This is a way of thinking that is overindexing on 2021-2024. The market from 2026-2030 will be very different, and the opportunity so much bigger. Options are the next chapter.
Jun 11
Options >>>>>> Perps You can lose all your principal on either but at least with options you only lose if your thesis is wrong by the expiry With perps you can get squeezed via short term volatility or funding Idk I think options are easier
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Jun 11
Derive is the hyperliquid of options Etherfi is the hyperliquid of neobanks Cards/phygitals/beezie/mnstr are the hyperliquid of tcg Lit is the hyperliquid of 2nd best hyperliquids Sky / ethena are the hyperliquids of stablecoins Grass is the hyperliquid of decentralized data collection Note: dcf cap holds all the above
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Get ~5% Apr on the money you aren’t spending Get 3% cashback on the money you do spend Borrow against your crypto assets when you spend so you don’t have to sell them It’s the best card product on earth Try it ether.fi/@dcf

Obsessed with @ether_fi Currently earning 4.83% APY on Liquid reserve yield, and 9.88% on sETHFI With this collateral i am able to borrow $16k @ 4% (compared to US credit cards @ 26%) Absolute no brainer. Will be my daily spend card. Next we see how that goes :)
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RT @Marczeller: Take this as an opportunity Migrate your funds from your EOA wallet to a 1/1 Safe (simpler and cheaper to move money than…
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You can just buy things Onchain money isn’t just internet money for monkey jpegs anymore ether.fi/@dcf Just try it

Jun 7
This person just spent $212,999 with an EtherFi card and earned $2,440 in ETH cashback One transaction shows how quickly trust in crypto cards is growing
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Using @phygitals and @JupiterExchange we’ve been able to borrow against our Pokemon cards Just 7% Apr and can’t be liquidated (unless we don’t repay at the end of the term) The hardest money is cardboard Note: dcf cap seeded phygitals
A $60K Pokémon card just backed a $30K on-chain loan. The first major loan on @jup_offerbook is live, collateralized by a 1999 Base Set Shadowless Mewtwo (PSA 10), vaulted with @Phygitals → $30,000 borrowed → 30-day term → 7% APY Your collection is now liquidity. Read how it works 👇
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You can move money straight to any bank account in any currency now Starting from usdc or your bank account This is not a credit cards story, it’s the closest thing we’ve had to banking the unbanked Etherfi is unlocking the original use case that got so many excited about crypto Note: dcf cap seeded ethfi
1/ Moving money just got a whole lot easier. You can now send fiat in 6 different currencies across 120 countries. Pay for your rent, your bills, send money back to your home country and more — all with ether.fi.
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The bmnr story is different than the mstr one They’re buying the most eth they have this year And they haven’t issued a strc like product (although they filed for it) There’s billions in strc, if they can capture the same and buy eth it would be huge Also unlike mstr, their staked eth earns yield which can be used to pay the dividend without “selling” (optically ofc) The best bitcoin is ethereum
Largest weekly buys for $ETH in 2026
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Derive ATH fee week last week 🤝🤝 They buyback with revenues and have very clearly said all value is for the token Their offchain competitor (deribit) sold to Coinbase for 3b Drv trades at 100m circ / 150m fdv Derive is the hyperliquid of options Note: dcf cap holds drv
Replying to @DeriveXYZ
It was also a record-fee week, approximately $140K, the highest without incentives YTD: pure organic growth, more users discovering the product. Options tend to be counter-cyclical. Market participants can express any view and create any payoff structure regardless of direction. That is the nature of the product.
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Uhhhh is that @jagTNFT the @tangibleDAO founder??? Bro we still don’t have our money from the “stablecoin backed by houses” …..
Jun 6
N3on asks the wealthiest Indian billionaire why crypto prices are falling and says now is the best time to invest, as many people could become millionaires...😳👀 "I don't think you will get another buying opportunity for the next couple of years."
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