ETH + YIELD | DAD LIFE w/TRAD WIFE | JESUS MAXI
Joined October 2021
- Tweets9.3K
- Following1.4K
- Followers2.2K
- Likes30.1K
Pinned Tweet
Thanks to @0xBreadguy for the opportunity to chat about @megaeth, an upcoming Ethereum L2 that is one of the first to have a parallel sequencer and lighting fast finality.
I think MegaETH's speed will be a game changer in the ETH L2 space as it will bring superior user experience wether you're a trader, gamer or developer looking to create an entirely new dapp without the bounds of the current data speeds that limit current applications.
This guy is speaking my language 👀
- LPing
- Hedging LPs
- Tokenized stocks
🎙️ New @Edge_Pod
💡 Octav Founder Shares His DeFi Playbook: Options, Uniswap LPs, and Tokenized Stocks
0:00 - Intro
2:11 - From BTC mining to DeFi Summer
6:34 - How Octav offers early signal
8:53 - What new DeFi is most exciting?
16:41 - Huge LP returns on RHC
20:57 - Robinhood using USDG
22:32 - Hedging Uniswap LPs with options
27:02 - Why he moved from Base to RHC
28:13 - HL, Kinetiq, and why Elysium
32:19 - Ideas for managing longs next year
40:23 - Are crypto FDV multiples out of line?
42:22 - Why ETH is a SoV, plus top 3 liquid bags
46:46 - Shopping list: VVV, DIME
48:36 - DIME/Paradex bull thesis
52:38 - What is @tacticallsXYZ?
57:06 - Tacticalls demo, FOMO for options
1:03:13 - Octav demo, tracking any wallet
1:11:00 - Closing
🙏 Thanks to @OctavFi Labs CoFounder and CEO @mbaril010 for joining us!
God bless the ETH perma-bulls!
The Binance hack is bullish for $ETH, let me explain:
More than 420,000 ETH from readily available exchange liquidity just as risk assets approach a constructive macro inflection. Even if the bulk converts to Bitcoin within the next one to three weeks, further laundering through mixers and OTC channels delays meaningful re-entry into market supply for additional weeks. With exchange balances already constrained, this creates a structural reduction in sellable inventory that can tighten conditions and amplify upside as demand strengthens into the next risk-on cycle.
A $6B+ hack on the biggest CEX and BTC is only down ~3%. That's resilience.
- World's largest CEX hacked for $6B+
- BTC down just 3% on the day
ETH took it harder, which is why my ETH/USDC LP is ranged down to $1,800 👀
ETH ETF buyers want the yield, not just the price.
- Staking ETH ETFs: +$983M this year
- Non-staking: -$859M
- ETHB (stakes): +$852M since March
- ETHA (doesn't): -$622M this year
Real yield wins, even in an ETF 👀
US spot ETH ETFs that stake have taken in $983M this year.
The ones that don't have lost $859M.
October has been rough for both:
Staking funds: -$123M
Everything else: -$1.33B
@iShares runs one of each. ETHB stakes and is up $852M since it launched in March. ETHA doesn't, and it's down $622M this year.
Data: @FarsideUK, through Oct 29
Not losing money is the win this year. Agree 100%.
- Every month seems to set a new hack record
- Binance is the latest
- No one is safe
I keep it simple: overcollateralized on Aave, my own wallet, no chasing yields I can't explain.
This year has been brutal for Web3
Each month seems to set a new record for hacks.
I hope Binance’s “SAFU” is real and that they’ll compensate all affected users.
I don’t want to dwell too much on how this is impacting trust in the industry – no one is safe. We all remember the recent PHP and Railway cases.
Stay safe, guys.
Diversify as much as you can.
This year, not losing your money is already a big win.
Its happening! We're almost done with downturn. Will we stop here or go to $1800?
My X bot doesn't pick who I reply to by vibes.
It checks two things:
- Does this account usually get 2k+ views a post?
- Is the post fresh, ideally under 2 hours old?
If an account keeps missing, it gets dropped. New ones get added when they earn it.
Less scrolling. Better conversations.
Turns out engagement is a filter problem 🤓
Good precautionary call. Positions stay overcollateralized and you can still repay and withdraw, so borrowers aren't stuck.
As someone with a position on Aave, I'd much rather see a pause than stolen tokens flowing into the markets.
October really said hold my beer 🤦♂️
Nights like this are why I keep most of my DeFi onchain in my own wallet. Boring, but I sleep fine.
Everyone scanning the @binance hacker wallet for their alts:
arkm.com/explorer/entity/21a…
You want to track the Binance hacker?
Check it yourself: arkm.com/explorer/entity/21a…
To all who ask me, "Why @aave?"
We’re aware of reports of a potential incident affecting Binance-affiliated wallets.
Aave’s contracts are unaffected, and positions remain overcollateralized. As a precaution, all DAO-operated markets across V3 and V4 have been frozen.
The freeze pauses new deposits and borrows, and users can still withdraw and repay their existing positions.
Look mom! My face is on the crypto webs 👀
I'm honored to be the first of many @peerxyz guides that will be helping PEER users buy and sell USDC for fiat permissionlessly all over the globe.
I'm at your assistance:
preprod.peer.xyz/guides
Tokenized stocks are finding real liquidity on Base.
- $4B cumulative DEX volume for Coinbase-issued stocks
- Aero did $3.7B of it
- Daily volume now regularly over $100M
I'm a Base LP enjoyoor 😅
Trapped collateral is TradFi's hidden cost. Onchain fixes it.
- DTCC CEO Frank La Salla at Link:NYC: "We are going to free up billions and billions of dollars of trapped liquidity"
Fewer, bigger checks is healthy for crypto.
- 134 crypto companies raised $10M+ rounds in 2026
- That's ~50% fewer than 2021
Picky VCs means builders need real revenue, not just a narrative. That's the DeFi I want to use 💪
