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@VagabondRTW šiām here
šiām here posts on X about $deft, defi, core, fund manager the most. They currently have XXX followers and 1247 posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +150%
- X Month XXXXXX +195%
- X Months XXXXXX +129%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX +125%
- X Month XX +129%
- X Months XXX +208%
- X Year XXX -XX%
Followers: XXX #
- X Week XXX +0.34%
- X Month XXX +1.20%
- X Months XXX +41%
- X Year XXX +40%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks finance cryptocurrencies exchanges technology brands
Social topic influence $deft #3, defi #1873, core, fund manager #937, $aave #147, $uni #82, crypto, products, onchain, what is
Top accounts mentioned or mentioned by @calvinfroedge @paulskallas @levelsio @bichonredux @orrdavid @sanpellyenjoyer @gromepow @indexcoop @neetworldorder @iamdcinvestor @molsonhart @adamsinger @justxashton @coldhealing @gfodor @vladtheinflator @rajasark @hkuppy @financelancelot @nikitabier
Top assets mentioned Defi Technologies, Inc. (DEFT) Aave (AAVE) Uniswap (UNI) Coinbase Global, Inc. (COIN) Bitcoin (BTC) Ethereum (ETH)
Top Social Posts
Top posts by engagements in the last XX hours
"@TheNorthernH @dschamis @HyperliquidX @HypeStrat @rediamondjr @matthuang Its XXX% and 12.6M HYPE"
X Link 2025-12-02T20:11Z XXX followers, XXX engagements
"Regulatory uncertainty actually helps $DEFT but only to a point Reg friction pushes capital into their wrappers (ETPs) DEFTs Valour products exist precisely because most capital cannot touch on-chain DeFi But there is a second-order problem:"
X Link 2025-12-12T10:28Z XXX followers, XXX engagements
"The same reg uncertainty that creates demand for ETPs also caps the size and durability of that demand. Why Tutes allocate cautiously to things that might be reclassified banned or face rule changes. Allocations stay small. That keeps AUM cyclical not sticky"
X Link 2025-12-12T10:28Z XXX followers, XX engagements
"So regulation is a necessary moat but also a growth ceiling. $DEFT lives inside that tension. Assume you are a fund manager what is your incentive Lets be brutally honest here"
X Link 2025-12-12T10:28Z XXX followers, XXX engagements
"A) Career risk minimization Buying BTC or ETH ETFs which is explainable and defensible. Buying $aave / $uni exposure via DEFT ETP not so much. Buying $DEFT equity = three layers deep of explanation: crypto DeFi DAT Career-wise that is not a good bet"
X Link 2025-12-12T10:28Z XXX followers, XXX engagements
"B) Liquidity and sizing DEFT is small-cap Liquidity constraints alone cap position size. Funds cant build a meaningful allocation without becoming the market. That pushes $DEFT into small trades instead of core holdings"
X Link 2025-12-12T10:28Z XXX followers, XXX engagements
"Then theres the fact that #DeFi protocols threaten fund managers and banks. A structural contradiction DeFis original promise: Remove intermediaries Reduce rent extraction Automate market making lending etc But fund managers ask: If this works why do I exist"
X Link 2025-12-12T10:28Z XXX followers, XX engagements
"The final missing piece is defis value capture (or lack thereof) Banks funds and exchanges all capture value cleanly But what about $UNI or $aave Are they able to scale token holder CF with protocol usage The answer is imperfectly which leads to an uncomfortable truth:"
X Link 2025-12-12T10:28Z XXX followers, XX engagements
"$DEFT deep dive & #DeFi abstract I assumed this was a DeFi DAT. not really. Their core pitch is giving tradfi exposure through creating ETFs and collecting the AUM fees. Also a venture fund and a treasury. But theres several problems that I see 1/"
X Link 2025-12-12T10:28Z XXX followers, XXX engagements
"C) Return asymmetry A fund manager asks does this offer upside I cant replicate elsewhere Or is it just levered beta to crypto Conclusion: I can get cleaner exposure through $BTC $ETH Coinbase or miners with fewer moving parts. That hurts $DEFT"
X Link 2025-12-12T10:28Z XXX followers, XXX engagements
"That creates a psychological and economic resistance. So what happens Capital prefers exposure without empowerment and wrappers outperform protocols. until they dont. $DEFT sits between both worlds Selling access that undermines (in the long term) the gatekeepers buying it"
X Link 2025-12-12T10:28Z XXX followers, XXX engagements
"DeFi protocols can succeed as infrastructure while being meh investments. If the best outcome is fees go to LPs users retain yield and governance avoids rent extraction then token upside is structurally capped. Thats not a bug of $DEFT. it is a feature of core DeFi"
X Link 2025-12-12T10:28Z XXX followers, XXX engagements
"Overall DeFi threatens the very people allocating capital. The structural flaw is misaligned value capture not tech. $DEFT is a bet on friction persisting not disappearing. That makes it sensitive and cyclical Not a forever compounder unless something major changes"
X Link 2025-12-12T10:28Z XXX followers, XXX engagements