Elevating top DeFi projects by sharing fundamental research and quality stats.
Joined June 2021
- Tweets 104
- Following 21
- Followers 183
- Likes 80
18 Photos and videos
14 Aug 2025
Top profitable revenue-generators in crypto:
Launchpads: @pumpdotfun @clankeronbase
Exchanges: @HyperliquidX
Lending: @aave
Stablecoin Issuers: @MakerDAO @ethena
Staking: @LidoFinance
Blockchains: @ethereum @trondao
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1 Apr 2025
Why is Ethereum the center of DeFi? Security and composability as apps build on top of protocols (that proved B$ security) which build on top of cutting-edge protocols (aggregators).
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1 Apr 2025
crypto runs on a public database but investors invest on vibes.
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21 Feb 2025
DeFi renaissance is happening now because people aren't talking about it anymore to push a narrative & price but there's new products that enable new innovation & fun experiences.
Economies & new apps are building around DEXs, Lending, Social on Ethereum, ETH L2s and Farcaster.
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3 Feb 2025
Billions in liquidations, no interruption, no hickups.
3 Feb 2025
Aave fine.
Maker/Sky fine.
Curve fine.
Liquity fine.
Morpho fine.
Compound fine.
:
All blue chip Defi is fine, and so far I haven't heard of anything else breaking.
Nice work all. πͺ
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3 Feb 2025
Subscription- , Transaction-, Ad-business models rule the world. Will tokens change it? Tokens should have equity-like characteristics and be valued according to revenues but there's additional demand/growth drivers in the form of utility that can lead to a premium
1 Feb 2025
top 10 businesses by market cap
none of them has an AUM/TVL-based business model
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3 Feb 2025
As Eth drives down costs via cheaper & faster l2 blockspace solutions, $ETH revenues on the l1 may go down but $ETH growth drivers, $ETH as money, on 100s of L2s, their DeFi & app ecos will go up.
> Study all of the growth drivers of this economy!
vitalik.eth.limo/general/202β¦
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3 Feb 2025
@Etherealize_io shows why $ETH is unlike all other cryptos
>ETH: store of value w/ cash flows
>Growing ETH Economy
>Predictably low inflation (Supply & Issuance differ bw tokens. Flexibility can be powerful but predictability adds to monetary ETH premium)
dashboard.etherealize.io/
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3 Feb 2025
Ethereum DeFi is going permissionless, increasing access & opportunity for everyone. Lido's dual governance, community staking module and yield-bearing stETH integration across Defi, Ethereum L1 L2s show the way for safe DeFi (yields) growth.
31 Jan 2025
Lido Community Staking Module (CSM) is now permissionless and open to everyone π
β’ Submit your first validator key with just 2.4 ETH as a bond.
β’ Subsequent validators? Bond drops to 1.3 ETH.
β’ Early Adoption eligible participants still enjoy a discounted bond (1.5 ETH) for their first validator.
Dive in here: csm.lido.fi
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3 Feb 2025
Uniswap, the most efficient trading venue in crypto, is built on Ethereum: The new version V4 enables unlimited customization & a massive ecosystem around Uniswap unlike V3 which was also a breakthrough in effiency.
Uniswap v4 is hereπ¦
Users can LP on v4 through the Uniswap web app and swapping is rolling out over the coming days on web and wallet as liquidity migrates to v4
Live on Ethereum, Polygon, Arbitrum, OP Mainnet, Base, BNB Chain, Blast, World Chain, Avalanche, and Zora Network
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3 Feb 2025
Aave - the liquidity backbone for DeFi: Borrow whenever you want handpicked assets in size.
3 Feb 2025
Today, @aave experienced over $200 million in liquidations within just 24 hours β the largest event since August 2024.
This represents roughly 30% of all liquidations since Aaveβs inception, and even more impressively,
bad debt has actually decreased.
This suggests that our DeFi ecosystem is built on a strong foundation, which includes:
-> Rigorous collateral selection and management through governance
-> Efficient protocol design for liquidations
-> Thick liquidity pools in ecosystem
Moreover, considering that Aave v3.3, v4, and the umbrella updates haven't been implemented yet, the future of DeFi looks exceptionally promising.
I express my gratitude to those who designed and managed this robust infrastructure, including @StaniKulechov, @marczeller, @eboadom, and @omeragoldberg.
Just use Aave.
DeFi will win.
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15 Oct 2024
Any other lending protocols competing for TVL and users with great developments or unique strategy?
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8 Oct 2024
Gmx seems dominant when we just look only at fees.
When we take a look at token incentives we see that Pendle is paying a lot & Gmx also has huge incentives.
Ultimately looking at earnings: Dydx is leading.
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24 Sep 2024
This overall trend doesn't look bad. Did you look under the hood which protocols & behaviors drive the trend?
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indeed amazing that this seemingly "once-a-time one-trick pony" can keep up these numbers.
maybe they'll be able to turn it into a seasonal revenue generator such as Uniswap. Can't see it becoming a consistent revenue generator unlike aave, mkr, ldo.
29 Jul 2024
it's kind of insane to me that pump can keep these #'s up because pump's revenue is money *directly* leaving the system.
it's a tax on memecoin gambling which you would think has some finite cap (ppl run out of money). yet it keeps printing $1m/day in fees...
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DeFi-Reporting.com retweeted
28 Jul 2024
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10 Jul 2024
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