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My chat with @josh_pwrk the CTO of @DeriveXYZ is live!
We talked about how Derive got here, the challenges the team faced along the way and what users can expect from V3.
Huge thanks to the Derive team for bringing me out to SF for this 👏
A closer look at our thinking behind V3.
Our CTO @josh_pwrk sat down with @Nomaticcap to talk through how we got here, why we chose Ethereum and ZK, and where we think onchain finance is headed.
We've spent five years building onchain options and learning from the traders who use them. Josh shares the lessons behind V3 and why we want to make it easier for others to build alongside us.
Watch the full conversation below.
I'm sure these 7 day average numbers will change with today's bloodbath, but the Equity and RWA Basis is slowly ramping and looking promising on ethereum:0x57e114b691db790c35207b2e685d4a43181e6061.
Up to 18.6% 👀
Nomatic retweeted
Today marks the second time in history the Nasdaq fell more than 5% and Bitcoin fell less than the Nasdaq.
The other time was on March 16, 2020.
Mar 16, 2020: QQQ -12.0%, BTC -10.6%
Nov 5, 2026: QQQ -6.4%, BTC -5.3%
Nomatic retweeted
The S&P has been higher 12 months after all 19 midterms since 1950.
bitcoin:native was higher 12 months after each of the last three midterms, but its lows came weeks days after the vote.
Recorded this yesterday, the day after the midterms, with @andyyy and @robbieklages from @therollupco joining us for a special post-election @edge_pod on what to expect in crypto.
I think most of what we covered still stands but of course today was a punch in the gut. Anyways, hear why Andy's fully allocated (so are we) and stay tuned for the full pod shortly.
🙏 Check out our clip sponsor @AxisFDN, printing 15% APY for sUSDx holders the last 30 days.
Nomatic retweeted
An AI audit found the worst kind of bug a zero-knowledge protocol can have. Zcash patched it before anyone knew.
“I did a bunch of AI-driven audits of different parts of the Zcash code. Basically, every time a new model comes out, run a standard set of queries across the Zcash codebase.”
“Opus 4 comes out from Anthropic, and then finds the worst… what is called, in the parlance of zero-knowledge, a soundness vulnerability.”
“It’s a very benign-sounding term for basically the worst possible vulnerability you could have in a zero-knowledge proof protocol, which is you can forge a proof, and therefore you can create money from nothing.”
“So it got patched fairly quietly, and then after it was patched, Zooko wrote a blog post… this is what this vulnerability meant and how bad it could have been.”
ft. @zmanian, @sudo_ml, @DeFi_Dad & @Nomaticcap
Nomatic retweeted
He moved ~$300k into Uniswap pools on Robinhood Chain the week tokenized stocks launched. Two weeks later: ~$75–80k in fees.
“I love Uniswap LP. That’s where I make a lot of my money. And I was like, okay, is there any stock on Uniswap right now? And it just launched. I think it was the first week or even the first day.”
“We moved a lot of our capital into Uniswap, providing liquidity to NVIDIA and Tesla and S&P 500, all of the tokens that we could see some volume on. We opened pools at, like, 3, 4, 5%, because we’re the first one.”
“We knew it was, like, 1, 2 weeks. We moved something close to 300k. We did something about 75 or 80k in, like, 2 weeks.”
“When we created the pool at 3%, some people came and said, well, why 3? If I put 1, I’ll be more capital efficient. And slowly over time we saw our return going down really quickly, which was expected. And so we removed all of that from Uniswap.”
ft. @mbaril010 of @OctavFi, @DeFi_Dad & @Nomaticcap
Why is $FLUID trading like @koolkrypto223 started TWAP'ing 👀
Sub 5min read to get fully ready for @mezzanine_fi launch tomorrow 🫡
I'm an investor in Mezzanine and excited to see it go live!
KPK are at the top of their class amongst curators.
Their automation and risk parameters now have many provable onchain instances of protecting user capital.
Also, did you know they're constantly running red team operations internally on each other to harden emergency protocols?
They've set the curator bar high and glad to have them powering @edge_pod 🫡
Security is hard to prove in advance.
When the largest crypto hack hit @binance last week, KPK’s automation stack fired exit transactions seconds after its @HypernativeLabs alerts triggered
Deep dive into what happened and how KPK compared with other curators
DeFi Frontier is live 🚀
Inside:
✅ @3janexyz's 41.43% APY w LCC
✅ @ammalgam's Capital Release
✅ Agentic trading is growing up w @Infinit_Labs
✅ @metricxyz displays transparent APRs
✅ @infiniFi airdrop registration is open
✅ 30D DeFi Yields
👇
the-edge.xyz/p/defi-frontier
Nomatic retweeted
Mathieu Baril narrates how Uniswap earned him $80k in 2 weeks:
"I love Uniswap LP, that's where I make a lot of my money. I was like, 'Okay, well, is there any stock on Uniswap right now?' It just launched, I think it was the first week, probably the first day."
"So we moved a lot of our capital into Uniswap and provided liquidity to Nvidia, Tesla, and S&P 500, all of the tokens that we could see some volume on. We were able to see volume from Realto, but nothing on Uniswap. So we opened on Uniswap pools at like 3%, 4%, 5% because we were the first ones."
"We knew it would not last for 4 or 6 months... we knew it was like 1 or 2 weeks. With about $300k capital moved there, we did something like $75k or $80k in like 2 weeks. It was kind of insane."
"The beauty of AMM and MEV bots is that people trading on Realto want to balance what's happening on the Uniswap pool, so they always arb everything. Because the price is moving, they pass through your pool and pay your 3–4% fee."
CoFounder of Octav Labs, Mathieu Baril, explains how tokenized stocks allows normal everyday users to copy the borrowing strategies of billionaires like Elon Musk, allowing all to leverage assets on-chain:
"We know that a lot of rich people like Elon Musk borrow against their assets, they borrow against their stock in Tesla. We were never able to do that as a retail person. Now with tokenized stock, you can actually do that."
"If you take that tokenization of stock, capital efficiency, plus now having real traditional market tooling like TradFi or options coming to DeFi and you merge that, you get the best of both worlds."
"Now you have the tools that TradFi can do, but you also can do it at small size or compound everything as DeFi composability gives you the ability to do. That's opening a lot of capital efficiency, and all the TradFi guys are like, 'Okay, we have the tooling, but now we have the infrastructure on-chain, so let's move on-chain.'"
My wife recently pointed out how condescendingly I speak to my LLM.
It's now fairly clear I will be one of the first to be enslaved.
Nomatic retweeted
CoFounder of Octav Labs, Mathieu Baril, explains how tokenized stocks allows normal everyday users to copy the borrowing strategies of billionaires like Elon Musk, allowing all to leverage assets on-chain:
"We know that a lot of rich people like Elon Musk borrow against their assets, they borrow against their stock in Tesla. We were never able to do that as a retail person. Now with tokenized stock, you can actually do that."
"If you take that tokenization of stock, capital efficiency, plus now having real traditional market tooling like TradFi or options coming to DeFi and you merge that, you get the best of both worlds."
"Now you have the tools that TradFi can do, but you also can do it at small size or compound everything as DeFi composability gives you the ability to do. That's opening a lot of capital efficiency, and all the TradFi guys are like, 'Okay, we have the tooling, but now we have the infrastructure on-chain, so let's move on-chain.'"
Nomatic retweeted
In the first few weeks of Robinhood Chain's launch, @mbaril010's team put $300K into Uniswap LPs for tokenized stocks charging 3-5% swap fees.
They earned ~$80k in two weeks, or ~700% APR.
Meet a true DeFi OG still in the trenches, testing DeFi in prod and earning onchain.
🎙️ 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!
Nomatic retweeted
"I think the best way for me to sell a token is actually providing liquidity."
@mbaril010 explains how he uses a Uniswap LP to collect fees, and gradually sell into profits.
It's a strategy I like if you understand the risk of buying in a downtrend or selling in an uptrend.
🎙️ 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!