LIVEDMH
@Square-Creator-46e716381
The approach is not to limit the choice, but to provide a broader choice. https://twitter.com/DeFi_Made_Here
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After the start of the Blast pre-deposit campaign and then the LRT points frenzy, @Instadapp Lite vault lost some TVL
Now the hype for points is over and Lite keeps offering the highest risk-adjusted ETH yield on the market with no lock-ups, hidden fees, exit penalties, etc https://x.com/DeFi_Made_Here/status/1847581112190509299/photo/1
Now the hype for points is over and Lite keeps offering the highest risk-adjusted ETH yield on the market with no lock-ups, hidden fees, exit penalties, etc https://x.com/DeFi_Made_Here/status/1847581112190509299/photo/1
People totally misunderstand the Maker > Sky rebrand and why it is a big success
2 most important things were achieved
1) USDS can now be blacklisted so Maker/Sky can't be seen as a shady mixer in the eyes of regulators
2) Sky probably got an extra $1B+ of liquidity. How? There are a lot of DAI that are lost/inactive/in the hands of exploiter (the biggest Curve LPer is a Wintermute exploiter)/etc.
Since these DAI won't be converted to USDS, Sky gets quite a big boost on the liquidity
2 most important things were achieved
1) USDS can now be blacklisted so Maker/Sky can't be seen as a shady mixer in the eyes of regulators
2) Sky probably got an extra $1B+ of liquidity. How? There are a lot of DAI that are lost/inactive/in the hands of exploiter (the biggest Curve LPer is a Wintermute exploiter)/etc.
Since these DAI won't be converted to USDS, Sky gets quite a big boost on the liquidity
How many narratives did we have this year?
SocialFi leveraged by friendtech and wrapped influencers' shitcoins
ERC404 - the future of NFTs, gamefi and anything you can only imagine
brc20, runes, ordinals, and many other "narratives" are all insider jobs.
The same people over and over again tell you about non-sense things that will be the next big thing and you never question yourself why.
Stop believing someone wants you to make it and that this time you will be early in some promising narrative. There are no narratives. There are insider pumps and dumps.
SocialFi leveraged by friendtech and wrapped influencers' shitcoins
ERC404 - the future of NFTs, gamefi and anything you can only imagine
brc20, runes, ordinals, and many other "narratives" are all insider jobs.
The same people over and over again tell you about non-sense things that will be the next big thing and you never question yourself why.
Stop believing someone wants you to make it and that this time you will be early in some promising narrative. There are no narratives. There are insider pumps and dumps.
There is no classical swap function on @0xfluid DEX, instead users "Lend and Withdraw" or "Repay and Borrow" to execute a swap.
For example, if a user has a $1000 debt in USDT and a $1000 debt in USDC, then the trader can Repay $500 USDT debt and Borrow $500 USDC on behalf of the borrower to make a swap.
The user's net debt won't change ($2000 minus the trading fees he received) but the composition will change. His debt is now $500 USDT and $1500 USDC.
Similarly, traders will Lend and Withdraw tokens to perform a swap on top of someone's collateral. This architecture allows lenders and borrowers to earn trading fees on their money market positions significantly improving their lending and borrowing terms.
If the trading APR is as low as 2% on both the collateral and debt side, borrowers reduce their borrowing costs by 4%! On Fluid, borrowing costs will always be lower than on other lending markets by design and borrowers will often get paid to borrow organically, with no incentives.
Since the lending markets have much higher TVL than DEXes ($46B vs $17B), Fluid DEX will become the most liquid DEX for certain pairs within days or weeks. 2 weeks before the launch we have 9 fig LP pre-commitments from the major DeFi protocols and interest keeps growing.
For example, if a user has a $1000 debt in USDT and a $1000 debt in USDC, then the trader can Repay $500 USDT debt and Borrow $500 USDC on behalf of the borrower to make a swap.
The user's net debt won't change ($2000 minus the trading fees he received) but the composition will change. His debt is now $500 USDT and $1500 USDC.
Similarly, traders will Lend and Withdraw tokens to perform a swap on top of someone's collateral. This architecture allows lenders and borrowers to earn trading fees on their money market positions significantly improving their lending and borrowing terms.
If the trading APR is as low as 2% on both the collateral and debt side, borrowers reduce their borrowing costs by 4%! On Fluid, borrowing costs will always be lower than on other lending markets by design and borrowers will often get paid to borrow organically, with no incentives.
Since the lending markets have much higher TVL than DEXes ($46B vs $17B), Fluid DEX will become the most liquid DEX for certain pairs within days or weeks. 2 weeks before the launch we have 9 fig LP pre-commitments from the major DeFi protocols and interest keeps growing.
What's the most exciting tokenomics you've seen recently?
I remember level finance introduced a token that gave rights for the treasury redemptions, and people were buying LGO for $500k per token
Back then people thought it would become a new standard for tokenomics https://x.com/DeFi_Made_Here/status/1841432439371284494/photo/1
I remember level finance introduced a token that gave rights for the treasury redemptions, and people were buying LGO for $500k per token
Back then people thought it would become a new standard for tokenomics https://x.com/DeFi_Made_Here/status/1841432439371284494/photo/1
I agree with @TaikiMaeda2 here:
Your product won't succeed if you're just offering a faster horse. You have to build an internal combustion engine. Only then will the market either embrace it or bury it in the dustbin of history.
A good example of this is @ethena_labs. Rather than creating yet another T-bill-backed stablecoin or a flywheel ponzi, Ethena tokenized basis trade.
They didn’t just try to improve an existing system or make it more efficient—they introduced an entirely new way of interacting with DeFi. Others can try to improve upon it, but true innovation will remain out of reach.
The same is true for @0xfluid, although it may not be obvious yet. Some people might think Fluid is just a more efficient version of Aave (and it is, with up to 100x better liquidations and 6x higher leverage).
But the real paradigm shift will come with the launch of Fluid DEX, which will allow debt to be used as trading liquidity. This will fundamentally transform the way how people provide liquidity and engage with financial markets.
Fluid is also an ever-evolving protocol where every new protocol built on top of it, contributes to overall liquidity and efficiency.
Fluid currently offers:
• Lending protocol
• Vault protocol
• DEX protocol (development complete, coming soon)
Mini protocols:
• stETH redemption protocol
• Flashloan protocol (development complete, coming soon)
• sUSDe redemption protocol (development complete, coming soon)
• weETH redemption protocol (coming soon)
In the coming years, Fluid will host tens, if not hundreds, of protocols. We are clear on that vision, which is why we’ve kept the tagline: the base of the future financial system. Here's a glimpse of what's to come:
• RWAs
• Derivatives
• Cross-chain bridge
• Credits
• Stablecoin
• Interest rate swaps
• Forex (Fluid's Smart Debt will power the global Forex market)
• Any financial market you can think of
Fluid is to become the liquidity layer of the internet and a new standard in the financial world.
Your product won't succeed if you're just offering a faster horse. You have to build an internal combustion engine. Only then will the market either embrace it or bury it in the dustbin of history.
A good example of this is @ethena_labs. Rather than creating yet another T-bill-backed stablecoin or a flywheel ponzi, Ethena tokenized basis trade.
They didn’t just try to improve an existing system or make it more efficient—they introduced an entirely new way of interacting with DeFi. Others can try to improve upon it, but true innovation will remain out of reach.
The same is true for @0xfluid, although it may not be obvious yet. Some people might think Fluid is just a more efficient version of Aave (and it is, with up to 100x better liquidations and 6x higher leverage).
But the real paradigm shift will come with the launch of Fluid DEX, which will allow debt to be used as trading liquidity. This will fundamentally transform the way how people provide liquidity and engage with financial markets.
Fluid is also an ever-evolving protocol where every new protocol built on top of it, contributes to overall liquidity and efficiency.
Fluid currently offers:
• Lending protocol
• Vault protocol
• DEX protocol (development complete, coming soon)
Mini protocols:
• stETH redemption protocol
• Flashloan protocol (development complete, coming soon)
• sUSDe redemption protocol (development complete, coming soon)
• weETH redemption protocol (coming soon)
In the coming years, Fluid will host tens, if not hundreds, of protocols. We are clear on that vision, which is why we’ve kept the tagline: the base of the future financial system. Here's a glimpse of what's to come:
• RWAs
• Derivatives
• Cross-chain bridge
• Credits
• Stablecoin
• Interest rate swaps
• Forex (Fluid's Smart Debt will power the global Forex market)
• Any financial market you can think of
Fluid is to become the liquidity layer of the internet and a new standard in the financial world.
