z @adrianzychow

Joined September 2017

Tweets

31
Followers

4
Following

250
Likes

1K

Adrian @0xAdrianzy

a year ago

RabbitX Thesis - sleeping giant white labeled perp dex While decentralised perps remain saturated as a sector and tricky to invest in, from a product perspective, orderbooks have clearly demonstrated superiority with lower fees, deeper liquidity, and a better overall UX. The top…

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Hailstone Labs @HailstoneLabs

2 years ago

Oracles secure ~33B of the 50B TVL in DeFi today, but many don't know about the intricacies behind how they work In this article @0xAdrianzy discusses: + Oracle Extractable Value (OEV) + The current design space for applications + Some new ideas and their tradeoffs Written in…

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Adrian @0xAdrianzy

2 years ago

Excited to share our research on oracle extractable value (OEV), and how DeFi teams are tackling this under-appreciated problem. We cover: - Definition and various forms of OEV - Popular design choices and their tradeoffs - Some new ideas

Hailstone Labs @HailstoneLabs

2 years ago

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Adrian @0xAdrianzy

2 years ago

Is Lido dominance a threat to Ethereum? Since Shapella, % of ETH staked has grown exponentially and @LidoFinance dominance has been hovering closer to 33%. A 🧵 on: - Why 33% is a critical threshold - What's being done? - Other observations and thoughts

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Adrian @0xAdrianzy

2 years ago

The state of oracles is a mess. They help secure >20B of value in DeFi, yet protocols are leaking value due to an underappreciated problem A short thread on Oracle Extractable Value (OEV) 1/n 🧵

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Adrian @0xAdrianzy

2 years ago

When strong fundamentals and cheap valuation meet the Arb L2 trade A @muxprotocol Thesis 🧵

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Adrian @0xAdrianzy

2 years ago

DeFi has been long plagued with mercenary liquidity. While liquidity mining is effective for bootstrapping, it leads to longer term difficulty retaining liquidity and inflationary sell-pressure. Introducing Options Liquidity Mining (+1 Blue chip DeFi project implementing it) 🧵

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Nemo♓️ @0xNemo__

2 years ago

GLP lost over 30M to traders over a 3 month period. Chads like @Rewkang are completely crushing it and GLP holders are learning a painful lesson A thread on risk Management for P2Pool Perps, and what you need to know before providing liquidity 🧵

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Nemo♓️ @0xNemo__

3 years ago

Pendle has been on an absolute tear in 2023. In the past 3 months we've seen: TVL up 3x (now ATH) Price up 6x A deep dive into @pendle_fi and $vePENDLE 🧵

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Narwhal Finance ♓ (mainnet arc) @Narwhal_Finance

3 years ago

The moment has arrived - Narwhal is here to change the game. We're proud to introduce our cross-market perpetual DEX featuring unique social trading experience, unlike anything you've seen before. Coming to #Arbitrum and #BNBChain soon. More: bit.ly/3nh9J9H

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Nemo♓️ @0xNemo__

3 years ago

The fall of FTX and rise of GMX set up a perfect storm for decentralized perps and has led to a wave of second movers entering the market. With a seemingly new perp DEX every week, is the narrative just hype, or have the pseudo-forks achieved PMF? A megathread+predictions 🧵

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Nemo♓️ @0xNemo__

3 years ago

Shanghai withdrawals may have been delayed, but don't let that distract you from a MAJOR upgrade to @ethereum last week: Account Abstraction (EIP-4337) Learn why this is a game changer for web3 UX in less than 5 minutes 🧵

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Nemo♓️ @0xNemo__

3 years ago

Wake up, anon. It’s perps season “But they’re all GMX forks”, you say? Clearly you’ve been asleep too long. Introducing @InfPools, a Permissionless, oracle free, liquidation free leverage trading platform

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Nemo♓️ @0xNemo__

3 years ago

Interest rate derivatives are a 632 TRILLION market in TradFi. Yet they haven't made their way to mainstream DeFi adoption yet. What if I told you there was a project revolutionizing credit markets in DeFi under 7M MC? Introducing @ipor_io 🧵

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Nemo♓️ @0xNemo__

3 years ago

.@fraxfinance just passed a near-unanimous vote to increase CR to 100% over time Is the algo-stable dream dead? What’s in store for $FRAX and $FXS long term? An overview👇

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dYdX Merch 🦔 @dYdXmerch

3 years ago

Hey fam! 🤗 🦔 We’ve a special giveaway to celebrate the new year! 🎉 Win a Hedgies NFT and dYdX Hoodie - 3 lucky winners! To enter: ✅ Retweet this post ✅ Follow @dYdXmerch Winners announced Jan 3rd @ 15:45 EST Just before the Genesis Collection drops!

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Adrian @0xAdrianzy

3 years ago

1/ Some napkin math on Frax depeg risk based on current protocol controlled value numbers (tl;dr FRAX is currently overcollateralized) Inspired by @OuroborosCap8 previous thread and ideas 🧵

Ouroboros Capital @OuroborosCap8

3 years ago

1/ Some napkin math on Frax depeg risk based on current protocol controlled value numbers (tl;dr FRAX is currently overcollateralized) Inspired by @OuroborosCap8 previous thread and ideas 🧵

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Adrian @0xAdrianzy

3 years ago

Cosmos Hub just unveiled its long anticipated v2 whitepaper. Filled with exciting upgrades to the interchain economy, and new $ATOM tokenomics A short summary and my key takeaways.🧵

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Emily @emilyywng

5 years ago

GIVEAWAY TIME! I want to thank you for watching my stream and supporting me lately, and also celebrate hitting 50k followers! I'm giving away 5 $25 giftcards (your choice) from: Steam League Gamestop Google play Starbucks Follow + retweet to enter! Winners drawn 4/3 @ 1 PM EST