AlexeyT (@alexeyt16) 's Twitter Profile
AlexeyT

@alexeyt16

investments/macro/politics/digital assets - all intertwined. math guy, Vamos Barca! SHiFT - Institutional liquidity management in DeFI. shiftam.com

ID: 1265167067017338886

calendar_today26-05-2020 06:25:37

1,1K Tweet

93 Followers

315 Following

AlexeyT (@alexeyt16) 's Twitter Profile Photo

Isn’t there a segregation between church and government in the USA? And I thought people are free in their religion choice. If that’s true for the USA, then any person can be an atheist, and the government like Ted Cruz can’t base politics on religion. So it is quite normal to

AlexeyT (@alexeyt16) 's Twitter Profile Photo

Not all stablecoins are created equal. Some are backed by treasuries, others by algorithms, and a few by nothing more than a Discord promise. At Shift DeFi, we understand the difference and treat them accordingly.

Shift DeFi (@shift_defi) 's Twitter Profile Photo

Imagine you have open positions across 6 protocols. Behind the scenes: > 3 of those rely on the same oracle > The other 3 collapse if a stablecoin depegs Real diversification means understanding these nuances and taking them into account.

Imagine you have open positions across 6 protocols.

Behind the scenes:

> 3 of those rely on the same oracle
> The other 3 collapse if a stablecoin depegs

Real diversification means understanding these nuances and taking them into account.
AlexeyT (@alexeyt16) 's Twitter Profile Photo

In TradFi, a fund borrowing against its own assets to inflate returns is fraud. In DeFi, the same structure runs for months before anyone notices Tomorrow: how manufactured collateral created a $93M illusion, spoiler: The red flags were on chain the whole time.

Shift DeFi (@shift_defi) 's Twitter Profile Photo

Stablecoins processed $33 trillion in transaction volume during 2025. That's more than double Visa's annual throughput. For years, institutions watched crypto from the sidelines, and adoption was delayed. What was missing was something TradFi actually trusts: stability,

Stablecoins processed $33 trillion in transaction volume during 2025.

That's more than double <a href="/Visa/">Visa</a>'s annual throughput.

For years, institutions watched crypto from the sidelines, and adoption was delayed.

What was missing was something TradFi actually trusts: stability,
AlexeyT (@alexeyt16) 's Twitter Profile Photo

A protocol mints its own token, uses it as collateral, borrows against it, and loops the proceeds back into itself. On a dashboard, that looks like $284M in TVL. In reality, the same dollar is echoing across chains, pretending to be new capital. That's what Stream Finance did.

A protocol mints its own token, uses it as collateral, borrows against it, and loops the proceeds back into itself.
On a dashboard, that looks like $284M in TVL.

In reality, the same dollar is echoing across chains, pretending to be new capital.

That's what Stream Finance did.
Hani ➡️ token2049 🇦🇪 (@haniferdowsi) 's Twitter Profile Photo

Ask yourself these 5 questions before looking at the APY. (ps: by the 3rd one, you probably won't want to deploy anymore 😅) After 20 years in TradFi, every investment committee I sat in started the same way: "What are we exposing ourselves to?" Looking at DeFi, most people

Ask yourself these 5 questions before looking at the APY.
(ps: by the 3rd one, you probably won't want to deploy anymore 😅)

After 20 years in TradFi, every investment committee I sat in started the same way:

"What are we exposing ourselves to?"

Looking at DeFi, most people
Shift DeFi (@shift_defi) 's Twitter Profile Photo

Most DeFi users start with "how much can I earn?" Our co-founder Hani starts with "what can go wrong?" Five questions, before we even consider moving capital.

AlexeyT (@alexeyt16) 's Twitter Profile Photo

"How decentralized is DeFi, really?" That was the main question at Consensus Hong Kong. The room agreed to call it a "necessary phase." At some point, adding the word "decentralized" will be just marketing, and Consensus HK made that clearer than anyone intended.

"How decentralized is DeFi, really?"

That was the main question at <a href="/consensus_hk/">Consensus Hong Kong</a>. The room agreed to call it a "necessary phase."

At some point, adding the word "decentralized" will be just marketing, and Consensus HK made that clearer than anyone intended.
AlexeyT (@alexeyt16) 's Twitter Profile Photo

Most DeFi risk happens before anyone deposits The collateral accepted, the oracle chosen, the governance structure approved By the time users arrive, the risk decisions are already made

Shift DeFi (@shift_defi) 's Twitter Profile Photo

"So every time something bad happens in DeFi, it's our best day because it's best to learn from mistakes of others than your own." From our Co-founder AlexeyT on live with MOIC Digital At Shift, failures become data to learn from. 🧱

Khamis Alhosani (@khamismalhosani) 's Twitter Profile Photo

MBZ in Dubai Mall today with Sheikh Hamdan. No barriers. No noise. Just leaders walking among their people. The UAE is calm, safe, and steady, and its leadership is always close. 🇦🇪

MBZ in Dubai Mall today with Sheikh Hamdan.
No barriers. No noise. Just leaders walking among their people.

The UAE is calm, safe, and steady, and its leadership is always close. 🇦🇪
AlexeyT (@alexeyt16) 's Twitter Profile Photo

A red flag without a trigger is just an observation On Shift DeFi, we pair every risk signal, such as depegs, oracles drift, governance proposals, with a pre-coded response. When thresholds breach, the system just acts Triggers turn fragility into a mechanism to prevent damage

AlexeyT (@alexeyt16) 's Twitter Profile Photo

Quantum computing won't break crypto overnight However, the protocols that wait for the headlines to start preparing will be the ones that break first The migration path matters more than the timeline

AlexeyT (@alexeyt16) 's Twitter Profile Photo

EIP-7702 on Ethereum made your wallet smarter Now it's possible to let apps pay your gas, and delegate execution on your behalf. Smoother experience across the board. But has anyone mapped what a phishing attack looks like when your wallet is delegated?