Matt Casto (@mcasto_) 's Twitter Profile
Matt Casto

@mcasto_

Liquid asset strategies @CMT_Digital | Intern @InternDAO | Contributor @ournetwork__ | Tweets ≠ advice

ID: 1101308917311778817

calendar_today01-03-2019 02:31:21

2,2K Tweet

4,4K Followers

533 Following

Michael Bentley (@euler_mab) 's Twitter Profile Photo

I cannot put into words how hard we've worked for this. Even so, I'm in awe of what our team has achieved when I see crazy stats like this. Can't wait to reveal the next major growth driver.

Matt Casto (@mcasto_) 's Twitter Profile Photo

Maple is building out a blueprint for how capital is moved, and is close to $800k in monthly revenue. Closing in on $10mn ARR.

Maple is building out a blueprint for how capital is moved, and is close to $800k in monthly revenue. Closing in on $10mn ARR.
Matt Casto (@mcasto_) 's Twitter Profile Photo

The quality of anti crypto rhetoric is in my opinion at an all time low. These "policy experts" at five letter agencies continue to regurgitate factually incorrect analyses of why crypto fails, from their time spent in the White House, to now. Heavy pipeline in ex WH roles during

The quality of anti crypto rhetoric is in my opinion at an all time low. These "policy experts" at five letter agencies continue to regurgitate factually incorrect analyses of why crypto fails, from their time spent in the White House, to now. Heavy pipeline in ex WH roles during
CMT Digital (@cmt_digital) 's Twitter Profile Photo

We are excited to see Euler’s new DEX, Euler Swap, coming to market! Integrating Uniswap v4 hooks with their vault infrastructure, enabling capital-efficient trading with integrated borrowing support and higher yield opportunities, is an exciting next step in Euler continuing to

Matt Casto (@mcasto_) 's Twitter Profile Photo

I'm really excited to see this collaboration come to fruition, both Maple and Euler have withstood extreme circumstances and have come back to produce some of the fastest growing protocols across several metrics this year. syrupUSDC is quickly becoming an asset utilized across

I'm really excited to see this collaboration come to fruition, both Maple and Euler have withstood extreme circumstances and have come back to produce some of the fastest growing protocols across several metrics this year. 

syrupUSDC is quickly becoming an asset utilized across
Matt Casto (@mcasto_) 's Twitter Profile Photo

Seeing some pickups in volume lately for EUL in Uniswap. A significant factor imo for their val lies in the liquidity venues that support trading EUL. As they're nearing $2bn of TVL with 33% M/M growth in active loans, +55% M/M growth in fees, 7x PF FDV, and +18% CMGR in Uni v3

Seeing some pickups in volume lately for EUL in Uniswap. A significant factor imo for their val lies in the liquidity venues that support trading EUL. As they're nearing $2bn of TVL with 33% M/M growth in active loans, +55% M/M growth in fees, 7x PF FDV, and +18% CMGR in Uni v3
Matt Casto (@mcasto_) 's Twitter Profile Photo

Aave bad debt incidents: - April 2021: v2 racked up debt that liquidators could not clear. Risk parameters on several illiquid tokens were tightened and the debt has since been gradually reduced by reserve factor interest. - Nov 2022: the infamous CRV "toxic liq" event where Avi

Aave bad debt incidents:
- April 2021: v2 racked up debt that liquidators could not clear. Risk parameters on several illiquid tokens were tightened and the debt has since been gradually reduced by reserve factor interest.
- Nov 2022: the infamous CRV "toxic liq" event where Avi
Matt Casto (@mcasto_) 's Twitter Profile Photo

Token market disclosures/transparency ranging from MM arrangements to how the deployer contracts function when releasing supply to other EOAs/contracts is sorely needed, and to me is a massive unlock for creating sustainable onchain wealth/flywheels/integrations. And far better

Matt Casto (@mcasto_) 's Twitter Profile Photo

Worth noting the OUSG mints started right when team supply for ONDO started unlocking, and by mid March 3/4 of the largest OUSG minters were funded through the same Safe at 0xD4bB02caA97b42dd48ceC340dB19585e775DC243.

Worth noting the OUSG mints started right when team supply for ONDO started unlocking, and by mid March 3/4 of the largest OUSG minters were funded through the same Safe at 0xD4bB02caA97b42dd48ceC340dB19585e775DC243.
Matt Casto (@mcasto_) 's Twitter Profile Photo

The current state of TGEs, after over 20 >= $1bn FDV launches on Uniswap pools last year, halfway through 2025 we have three (BIO, PLUME, and HUGE). Even after a month of trading for assets, price action is driven largely forward in subsequent time by how these assets trade for

The current state of TGEs, after over 20 >= $1bn FDV launches on Uniswap pools last year, halfway through 2025 we have three (BIO, PLUME, and HUGE). Even after a month of trading for assets, price action is driven largely forward in subsequent time by how these assets trade for
Matt Casto (@mcasto_) 's Twitter Profile Photo

Now at +$11mn ARR, in the past month added about $1bn in TVL, and the asset is +200%. Syrup TVL is now at $1bn, was $15mn at the time of this tweet.

Michael Bentley (@euler_mab) 's Twitter Profile Photo

Pretty cool to see swaps routing through EulerSwap already just from the basic Cantina deployments. Seems to have done a couple of million $ in volume already. Sweet sweet toxic flow from our MEV friends. Can see how the swaps have affected our account's positions below.

totomanov (@totomanov) 's Twitter Profile Photo

Calling all founders, issuers, and ecosystems: we built Frontier just for you. An isolated lending market centered around one asset and its derivatives. Template-based infrastructure that lets your users borrow, farm, and earn passively. Unlimited caps, adaptive rates, fixed

Matt Casto (@mcasto_) 's Twitter Profile Photo

Relevant post considering today's CRCL opening. When you wrap the same crypto exposure in a legal/disclosure bundle that comes with a public equity listing, the market is willing to accept a much lower risk premium. Until token markets resolve disclosure, legal, and structural

Michael Bentley (@euler_mab) 's Twitter Profile Photo

This is an insane graphic. We deployed a couple of small test pools for the Cantina CTF contest. Expecting zero volume. After just 2 days EulerSwap deployments are already threatening to become Uniswap v4’s top hooks.

This is an insane graphic. 

We deployed a couple of small test pools for the Cantina CTF contest. Expecting zero volume.

After just 2 days EulerSwap deployments are already threatening to become Uniswap v4’s top hooks.