head of growth @corkprotocol // previously did some stuff @maplefinance, @avax, @falconxglobal, @goldmansachs, & @brownU_MLAX // onchain since 2019 // GLHFtalkintokens.substack.com NYCJoined October 2022
lol, this is the perfect left-curve post
>no idea who is borrowing
>no idea why they are borrowing
>no idea what they are borrowing against
but number is going up, so we are bullish
which is great. but its not so difficult to piece together? cant we be informed and bullish?
lol, this is the perfect left-curve post
>no idea who is borrowing
>no idea why they are borrowing
>no idea what they are borrowing against
but number is going up, so we are bullish
which is great. but its not so difficult to piece together? cant we be informed and bullish?
we defi nerds have waited years for onchain yield tranching to take off, and its finally happening
if you think about an isolated lending market where stables are lent out against a yield-bearing dollar asset, this is effectively one yield product with three risk tranches…
we defi nerds have waited years for onchain yield tranching to take off, and its finally happening
if you think about an isolated lending market where stables are lent out against a yield-bearing dollar asset, this is effectively one yield product with three risk tranches…
if plasma is wildly successful
how much value accrues to BTC?
or is the whole bitcoin L2/sidechain schtick purely performative in order to extract maximum memetic value
genuine question
Announcing Credit — an automated, undercollateralized lending system built on stablecoins. Live since December 2024, it has issued 175,000+ loans to 100,000+ unique borrowers worldwide
We raised $6.6M led by Paradigm, with Nascent and strategic angels, to scale and expand Credit
TIL that I am a top 25 TRON thought leader
->Reminder that Tron handles 60%+ of global stablecoin volume and is seeing record usage, but nobody cares because [insert *your bags* here] is the future of payments
Please respect my authority as Justin’s newly minted right hand man
TIL that I am a top 25 TRON thought leader
->Reminder that Tron handles 60%+ of global stablecoin volume and is seeing record usage, but nobody cares because [insert *your bags* here] is the future of payments
Please respect my authority as Justin’s newly minted right hand man
-smart contract exploit on Sui
- $USDH bidding war
-@Nasdaq filing with the SEC to list tokenized stocks
-JS supply chain attack on NPM account with 1B+ weekly downloads
-first default on credit protocol @WildcatFi
-new ATHs for the Nasdaq, Gold, $HYPE
another quiet Monday lads?
Proposal: Agora stablecoin infrastructure to power USDH with a coalition of best-in-class providers.
Introduction
If Hyperliquid relinquishes their canonical stablecoin to Stripe, a vertically integrated issuer with clear conflicts, what are we all even doing?
Summary
-…
BIG milestone, incredibly proud of the team and execution required to get here
syrupUSD was a whiteboard sketch in March 2024 and 18 months later has crossed $1B in deposits
BIG milestone, incredibly proud of the team and execution required to get here
syrupUSD was a whiteboard sketch in March 2024 and 18 months later has crossed $1B in deposits
crypto has no shortage of large market opportunities:
onchain equities = $130T market. The leader is $SOL
onchain debt = $300T market. The leader is $ETH
onchain derivs = $730T market. The leader is $HYPE
onchain payments = $1.8 Quadrillion market. The leader is...
$TRX 😂
$GLXY tokenizing shares on @solana via @superstatefunds is just a continuation of the trend
internet capital markets are not one-dimensional. different assets live on different rails
-Eth L1 is great for onchain debt
-Sol is great for onchain equities
expect this to continue
$GLXY tokenizing shares on @solana via @superstatefunds is just a continuation of the trend
internet capital markets are not one-dimensional. different assets live on different rails
-Eth L1 is great for onchain debt
-Sol is great for onchain equities
expect this to continue
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