Onedotfour πŸŒ‹ (@consensus128) 's Twitter Profile
Onedotfour πŸŒ‹

@consensus128

yieldorrrrr @upshift_fi, writing on GTM strategies for defi and stablecoin protocols

🦁// chess player // prev google

ID: 1474080424628523010

calendar_today23-12-2021 18:12:28

2,2K Tweet

1,1K Followers

892 Following

Onedotfour πŸŒ‹ (@consensus128) 's Twitter Profile Photo

Behind DeFi's "revenue meta" is a growing cohort of rapidly improving onchain analytics and attribution tools Safary has been building this for years now and it's been an excellent resource for mapping our growth funnel at Upshift, while getting a deeper understanding of

Onedotfour πŸŒ‹ (@consensus128) 's Twitter Profile Photo

Just a temporary precaution, while we (and the entire industry) investigates the effect of this supply chain attack User funds remain safe, would recommend not signing anything in DeFi especially with hardware wallets

Onedotfour πŸŒ‹ (@consensus128) 's Twitter Profile Photo

Super bullish on Sui and the team at Bluewater (gigabrains) Excited to announce Ember Protocol - a yield vault platform incubated by both Upshift and Bluewater Any DeFi strategy, any tokenized asset, cross-chain yield - all coming to Sui Defi is the best yield

Upshift (@upshift_fi) 's Twitter Profile Photo

The third edition in our TradFi x DeFi series: Featuring speakers from August, MystenLabs.sui Bluefin and MEV Capital. Stablecoins are up 28x in the last year, Bitcoin is at all time highs - the institutions are here. Dive in this Thursday as we discuss the trends

The third edition in our TradFi x DeFi series:

Featuring speakers from <a href="/august_digital/">August</a>, <a href="/Mysten_Labs/">MystenLabs.sui</a> <a href="/bluefinapp/">Bluefin</a> and <a href="/MEVCapital/">MEV Capital</a>.

Stablecoins are up 28x in the last year, Bitcoin is at all time highs - the institutions are here.

Dive in this Thursday as we discuss the trends
Onedotfour πŸŒ‹ (@consensus128) 's Twitter Profile Photo

DeFi needs its own version of β€œThe Social Network” MEV, atomic swaps, composability, prediction markets would inspire a generation of traders and fintech builders

Upshift (@upshift_fi) 's Twitter Profile Photo

Yield is a $100 trillion industry in TradFi. But DeFi is 100x better yield infrastructure. Yield is what will bring trillions to DeFi.

Yield is a $100 trillion industry in TradFi.

But DeFi is 100x better yield infrastructure.

Yield is what will bring trillions to DeFi.
Onedotfour πŸŒ‹ (@consensus128) 's Twitter Profile Photo

pretty novel mechanism design, open questions/thoughts: - what happens if a yield source is exploited? seems like in this scenario the perpetual put can't be fully exercised - game theory here is interesting - if you sell, you help the token (your deposits are co-opted for buy

Onedotfour πŸŒ‹ (@consensus128) 's Twitter Profile Photo

I remember when I was getting into DeFi, Pendle felt very complicated. But it's actually one of the most useful protocols out there. The simple breakdown is: PT = lock in fixed yield (short yield) YT = leverage your yield and points exposure (long yield) So if you want

Onedotfour πŸŒ‹ (@consensus128) 's Twitter Profile Photo

finally played around with rysk finance && 🀌 today covered calls and cash secured puts on HyperEVM: > covered calls = get paid upfront yield (premium) to sell your assets (e.g. uSOL). You only sell if the asset reaches a specific agreed upon prior price (strike) essentially you're

finally played around with <a href="/ryskfinance/">rysk finance && 🀌</a> today 

covered calls and cash secured puts on HyperEVM:

&gt; covered calls = get paid upfront yield (premium) to sell your assets (e.g. uSOL). You only sell if the asset reaches a specific agreed upon prior price (strike)

essentially you're
Onedotfour πŸŒ‹ (@consensus128) 's Twitter Profile Photo

shipping good tech > dilly dallying at crypto events the team at @gamma_research_ are A-tier and know DeFi like the back of their hands. that's my quant, and they've just launched a USDC vault on Upshift performing at 14% last 30d APY

shipping good tech &gt; dilly dallying at crypto events

the team at @gamma_research_ are A-tier and know DeFi like the back of their hands.

that's my quant, and they've just launched a USDC vault on Upshift performing at 14% last 30d APY
Onedotfour πŸŒ‹ (@consensus128) 's Twitter Profile Photo

We work with some of the best hedge funds and vault managers in the business Here’s a good breakdown from SingularV about what makes Upshift different and how vaults will continue to unlock the highest yield opportunities for DeFi users

Onedotfour πŸŒ‹ (@consensus128) 's Twitter Profile Photo

OpenAI announces Sora 2 TikTok app - peak AI slop Claude launches β€œThinking” campaign - deliberately anti slop perfectly executed counter positioning brand strategy, coupled with product strategy leaning into code vs video generation Thinking or Think different?

Neutrl (@neutrl_labs) 's Twitter Profile Photo

2/ Ahead of Neutrl’s public launch, we’re introducing a pre-deposit vault curated by K3 Capital and powered by Upshift. Vault deposits will be deployed to Plasma, where K3 Capital will manage diversified yield strategies to drive protocol growth and reward early