Kevin Mills (@__kfm__) 's Twitter Profile
Kevin Mills

@__kfm__

Head of Research @ Triton (FJ Labs) | MIT | Princeton | ex-Centre (USDC)

Long form: tritonliquid.com/research

Nothing I say is financial advice

ID: 255881203

linkhttp://www.tritonliquid.com calendar_today22-02-2011 06:34:11

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Kevin Mills (@__kfm__) 's Twitter Profile Photo

For anyone looking to put their cash to work in a transparent, risk-managed, simple, institutional-quality product, this is a phenomenal opportunity. Market might be shaky right now, but doesn't mean you have to forgo quality yield on your risk-off allocations

Token Relations 📊 (@token_relations) 's Twitter Profile Photo

ICYMI: SIERRA launched a Liquid Yield Token on Avalanche🔺 that blends treasuries with DeFi This asset is designed to deliver a transparent way for users to earn yield Read more ⤵️ token-relations.xyz/p/sierra-drops…

Mitchell (@wr_crypto) 's Twitter Profile Photo

I'm really proud to share what we've developed with SIERRA's Summit Program Peaks represent our approach to points and we've believe the design remains true to our core principles of transparency, fairness and being community-first

SIERRA (@sierraismoney) 's Twitter Profile Photo

Excited to share our collaboration with Fireblocks, the global leader in institutional digital asset infrastructure Fireblocks’ platform provides the secure foundation powering the Sierra Protocol

SIERRA (@sierraismoney) 's Twitter Profile Photo

We're excited to announce our strategic partnership with Flowdesk As one of the top crypto-native trading firms, Flowdesk is a core ecosystem partner for the Sierra protocol & $SIERRA liquid yield token

SIERRA (@sierraismoney) 's Twitter Profile Photo

The Sierra Protocol reimagines money by issuing SIERRA, a Liquid Yield Token (LYT) built to deliver the best user experience across CeFi and DeFi

Mitchell (@wr_crypto) 's Twitter Profile Photo

If you enjoy farming or just passively earning yield, check out the Summit Program by SIERRA Competition is low and earning Peaks will never be easier. Plenty of new ways to earn Peaks coming over the next few weeks using all of your favourite DeFi apps

Kevin Mills (@__kfm__) 's Twitter Profile Photo

Way too many games get played trying to massage valuations and farm vanity metrics. Sierra is going back to basics: fair val, big supply release, generous terms. Let everyone benefit together. 👇

Kevin Mills (@__kfm__) 's Twitter Profile Photo

Ahem, SIERRA. Brand new incentive campaign live, adding new yield sources imminently to boost rates, institutional grade architecture, no rebasing or claiming/staking/depositing required, simply hold a single token. The most simple and high quality LYT in the market

OpenTrade (@opentrade_io) 's Twitter Profile Photo

4/ SIERRA Protocol Launched the First Dynamically Rebalanced Liquid Yield Token (LYT) on Avalanche🔺, powered by OpenTrade. Powered by OpenTrade’s infrastructure and deployed on Avalanche, Sierra is a first of its kind liquid yield token that gives users permissionless access

4/ <a href="/SierraIsMoney/">SIERRA</a> Protocol Launched the First Dynamically Rebalanced Liquid Yield Token (LYT) on <a href="/avax/">Avalanche🔺</a>, powered by OpenTrade.

Powered by OpenTrade’s infrastructure and deployed on Avalanche, Sierra is a first of its kind liquid yield token that gives users permissionless access
Kevin Mills (@__kfm__) 's Twitter Profile Photo

Invested in Essi and team in my previous life, and very excited to now work with Turtle to help bring SIERRA to life! Incentives live on Ethereum and Avalanche - simply buy and hold to access quality, risk-adjusted yields + added points kickers on top

Kevin Mills (@__kfm__) 's Twitter Profile Photo

Interesting that the same convo that was dominating discussion this time last year has popped back up - and seemingly zero progress by the industry towards understanding how to value ETH. All the same arguments we made 12 months ago still apply, with many of the predictions

Austin Barack (@austinbarack) 's Twitter Profile Photo

If a team sees their token trading meaningfully below where they perceive to be fair market value, they should be actively doing buybacks (just like we see in equity markets). It should be strategic and opportunistic, not buying back with no consideration of price. $ETHFI $SYRUP

Kevin Mills (@__kfm__) 's Twitter Profile Photo

Many are, well-designed ones are not: SIERRA has a single campaign that ends at TGE, which will be no later than June 2026. Capped at 100,000,000 Peaks. No infinite inflation. Oh, and we’re going to distribute 30% or more (👀) of supply at TGE to Peaks participants.

Kevin Mills (@__kfm__) 's Twitter Profile Photo

Wrote a detailed piece earlier this year about where we are on the development timeline. I'd say closer to the Netscape side of things, but given the speed of development, crypto's iPhone moment will be a far faster follow x.com/__kfm__/status…

Kevin Simback 🍷 (@ksimback) 's Twitter Profile Photo

Reality check - crypto fundraise valuations are too high In the last few years you may have been able to get away with a "2 on 20" pre-seed with not much more than a pitch deck and wireframes, then follow that up 6-12 months later with a "5 on 50" seed round well before any true

Reality check - crypto fundraise valuations are too high

In the last few years you may have been able to get away with a "2 on 20" pre-seed with not much more than a pitch deck and wireframes, then follow that up 6-12 months later with a "5 on 50" seed round well before any true
SIERRA (@sierraismoney) 's Twitter Profile Photo

We’re excited to announce our collaboration with Gauntlet as the primary curator for USDC vaults backing $SIERRA supplied on Morpho Labs The Gauntlet USDC Prime vault on Base is a core reserve strategy for $SIERRA, learn more on why below:

We’re excited to announce our collaboration with <a href="/gauntlet_xyz/">Gauntlet</a> as the primary curator for USDC vaults backing $SIERRA supplied on <a href="/MorphoLabs/">Morpho Labs</a>

The Gauntlet USDC Prime vault on <a href="/base/">Base</a> is a core reserve strategy for $SIERRA, learn more on why below: