@sonyasunkim Avatar @sonyasunkim Sonya Kim

Sonya Kim posts on X about defi, crypto, onchain, rwa the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 32.67% cryptocurrencies 25.74% exchanges 7.92% stocks 6.93% technology brands 4.95% countries 3.96% events 2.97% celebrities 0.99% travel destinations 0.99%

Social topic influence defi 14.85%, crypto 11.88%, onchain 8.91%, rwa 7.92%, ethereum 7.92%, token 4.95%, liquidity 4.95%, this is 4.95%, solana 4.95%, staking 3.96%

Top accounts mentioned or mentioned by @steakhousefi @morpholabs @3flabs @mikeippolito @morpho @3fxyz @runekek @hexonaut @3fromeo @asharqbusiness @coinbase @skyecosystem @lidofinance @blockworksres @blockworksdas @uniswap @solana @maplefinance @superformxyz @alpenlabs

Top assets mentioned Ethereum (ETH) Solana (SOL) USDC (USDC) Coinbase Global Inc. (COIN) Bitcoin (BTC) Maker (MKR) Raydium (RAY) Axelar (AXL) Compound (COMP)

Top Social Posts

Top posts by engagements in the last [--] hours

"Has anybody come across projects with token vesting not based on time or specific events like TGE but based on milestones/KPIs like: # of users active wallets TVL transactions fees etc What would be the downside to structuring token unlocks this way"
X Link 2022-12-10T20:16Z 23.2K followers, [--] engagements

"We're hiring at @3f_xyz I'm obviously biased but it's a rare opportunity to join a fun kick-ass team https://t.co/XhsJDPXHDW https://t.co/XhsJDPXHDW"
X Link 2026-02-10T23:50Z 23.2K followers, 39.5K engagements

"another reason why RWA looping will explode is that most alts will keep bleeding funds targeting 2030%+ returns cant get there long alts so theyre pivoting to on-chain credit and levered carry. the number of VC and liquid funds I know that are now moving into yield is astounding. VC/liquid token investing and credit are completely different skill sets but that wont prevent them from trying. https://twitter.com/i/web/status/2008228363941355781 https://twitter.com/i/web/status/2008228363941355781"
X Link 2026-01-05T17:25Z 23.2K followers, [----] engagements

".@3f_romeo and I will be in HK next week meeting @3f_xyz partners LPs RWA enthusiasts & friends its my first time in HK so Im very open to food recs fun events and any local tips if were not already connected please reach out - we'd love to meet up in person"
X Link 2026-02-03T17:16Z 23.2K followers, [----] engagements

"RWA szn RWA utility szn Centrifuge's ACRDX can now be used as collateral on Morpho to borrow USDC. Instantly onchain in a few clicks. Thats what utility and liquidity actually look like for tokenized assets. https://t.co/SeGbGf4IJv Centrifuge's ACRDX can now be used as collateral on Morpho to borrow USDC. Instantly onchain in a few clicks. Thats what utility and liquidity actually look like for tokenized assets. https://t.co/SeGbGf4IJv"
X Link 2026-02-05T20:13Z 23.2K followers, [----] engagements

"@JamesChristoph_ Preach banking and hedge fund revenues are not the same"
X Link 2026-02-07T23:37Z 23K followers, [---] engagements

"When an asset manager a neobank best performing crypto arb funds a decentralized stablecoin a lending protocol and a defi farmer walk into a restaurant. Thats a wrap for"
X Link 2026-02-13T17:52Z 23.2K followers, [----] engagements

"Its wedding season and I personally hate wasting time shopping. AI agents for shopping for outfits - whos building this @shefiorg @BoysClubWorld"
X Link 2024-08-02T22:33Z 23.2K followers, [----] engagements

"Imagine checking the cockpit during turbulence on a long haul flight; you'd freak out over nothing. On days like this we remember to not check prices (and touch grass)"
X Link 2024-08-04T15:22Z 23.2K followers, [----] engagements

"🥇🥈🥉 Podium tears 🥇 #Paris2024 #Olympics https://t.co/ncRkq1UE8N Podium tears 🥇 #Paris2024 #Olympics https://t.co/ncRkq1UE8N"
X Link 2024-08-10T20:10Z 23.2K followers, [----] engagements

"Most unique feature about ETH: the countercyclicality of staking rewards - This morning on @AsharqBusiness we get a bit more technical on $ETH - It is true crypto will become more correlated with traditional assets as it goes mainstream. We saw this on Monday when everything dumped - But what TradFi doesn't understand yet is that ETH stakers get paid big in a market downturn. This is a unique feature that doesn't exist in equities - For example on Aug [--] frantic activity on chain resulted in @LidoFinance staked ETH APR spiking to 11% from the usual 3-4%. - EL rewards are in a sense like the"
X Link 2024-08-11T10:25Z 23.2K followers, [----] engagements

"Unpopular opinion: the french snobbery is totally justified"
X Link 2024-08-16T22:47Z 23.2K followers, [----] engagements

"If you care about freedom of speech in tech you should care about crypto @AsharqBusiness The arrest of Pavel Durov shows that credible neutrality in the face of various political agendas will be increasingly difficult and rare and therefore valuable in tech. CT is getting granular and nerdy over L1 valuation. But what if L1 value is not from tx fees or MEV. What The arrest of Pavel Durov shows that credible neutrality in the face of various political agendas will be increasingly difficult and rare and therefore valuable in tech. CT is getting granular and nerdy over L1 valuation. But what if"
X Link 2024-08-25T12:38Z 23.2K followers, [----] engagements

"Another great @stblcnsummit moderating panels in Singapore last week. Personal takeaways: - users now expect yielding stablecoins but competition is fierce here - DeFi/CeFi lines getting blurred - yield bearing instruments gaining use case as collateral - interop/cross-chain solutions are being adopted @ethena @leptokurtic_ @coinbase @Hassan_NY @Paxos @nickrobnett @StellarOrg @GearboxProtocol"
X Link 2024-09-23T14:01Z 23.2K followers, [----] engagements

"Here for freedom tech @not_qz @optimizoor People have mentioned https://t.co/qVKBoNjBzN it's on my queue to look into more deeply So far I'm still in my @fileverse arc I used it to write today's post @not_qz @optimizoor People have mentioned https://t.co/qVKBoNjBzN it's on my queue to look into more deeply So far I'm still in my @fileverse arc I used it to write today's post"
X Link 2024-09-29T04:40Z 23.2K followers, [----] engagements

"Fundamentals are the most powerful narrative of all"
X Link 2024-10-22T10:58Z 23.2K followers, [----] engagements

"Some serious acceleration going on at @MorphoLabs 🦋"
X Link 2024-10-23T13:06Z 23.2K followers, [----] engagements

"After [--] years Im moving back to NYC this week🗽 Excited to dive into the crypto scene in here - hit me up if you want to connect Also what are some must-do things in the city"
X Link 2025-01-06T16:09Z 23.2K followers, 16.9K engagements

"The @ethereum foundation has the opportunity to earn income to sustain its treasury and support the ecosystem by using DeFi. But it needs to be done in a way that aligns with its investment goals as well as values of decentralization security and neutrality. Recent CT discussions on the EF's deployment to DeFi have inspired us to revisit the topic of on-chain treasury management We share our perspectives on how foundations could engage with DeFi and on-chain opportunities https://t.co/o7L0mh7RQP Recent CT discussions on the EF's deployment to DeFi have inspired us to revisit the topic of"
X Link 2025-02-04T14:45Z 23.2K followers, [----] engagements

"CT opining on ETH as ultrasound money vs. world computer - but the numbers dont lie - Price correlates highly with REV growth (@smyyguy @blockworksres) - No visible link between price & issuance (should be close to [---] if @drakefjustins thesis held) Ultrasound money me don't think so https://docs.google.com/spreadsheets/d/11vKEkr4KSzlizn-Qa8nHpeWOV_e1ZnrBOI_4LnR-SaM/editgid=1165693216#gid=1165693216 @fubuloubu Valuable ETH is important The point is the way to achieve that isnt by screeching ETH is money you just look dumb Build shit people use and youll end up valuable Solana gets this and"
X Link 2025-02-06T20:36Z 23.2K followers, [----] engagements

"PSA: If you're a crypto yield enjoyooor and want to see your girl Yeji go for bullseyes maybe you should come to our darts night in Denver next week 🎯 Space is limited and must be approved"
X Link 2025-02-21T21:52Z 23.2K followers, [----] engagements

"Is it obvious yet that @MorphoLabs is winning Morpho Prime distribution: act II Morpho Prime distribution: act II"
X Link 2025-04-14T16:02Z 23.2K followers, [----] engagements

"Whoever wins stable swap volumes on Ethereum will be one of the most valuable DEXs With Curve losing dominance the race seems to be wide open (cool dashboard from @blockworksres)"
X Link 2025-04-15T16:04Z 23.2K followers, 12.1K engagements

"i probably post way too much about vaults but is modular lending obvious yet @MorphoLabs @SteakhouseFi @levelusd 8/ Levels next chapter is live: strengthening the reserve framework diversifying yield sources and setting a new standard for security and transparency. Dive deeper here 👇 https://t.co/Zg7f1G5vH3 8/ Levels next chapter is live: strengthening the reserve framework diversifying yield sources and setting a new standard for security and transparency. Dive deeper here 👇 https://t.co/Zg7f1G5vH3"
X Link 2025-04-29T17:05Z 23.2K followers, [----] engagements

"Every day at the coffee shop the card reader: Would you like to tip No How much would you like to tip 0% Are you sure 0% tip Bro"
X Link 2025-05-02T13:21Z 23.2K followers, [----] engagements

"Recently feel like DeFi is speed-running TradFis greatest hits - LTCM [--] leverage on on/off-the run treasuries (i.e. borrow/lend looping on spreads) - CDO squared: pools of collateral tranched by risk and re-used as collateral for yet more leverage (i.e. PTs/AMM LP tokens as collateral) - Woodford fund: daily liquid fund stuffed with illiquid private stakes resulting in a NAV shock (i.e. tokenized private credit with a decently high LLTV and thin secondary liquidity) what can go wrong"
X Link 2025-05-02T18:00Z 23.2K followers, [----] engagements

"Amazing work from Blockworks and a big step forward for the whole industry 0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that. Introducing the Token Transparency Framework a new standard for leveling the playing field. https://t.co/VlcIqTcxmq 0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that. Introducing the Token Transparency Framework a new standard for leveling the playing field. https://t.co/VlcIqTcxmq"
X Link 2025-06-18T17:04Z 23.2K followers, [----] engagements

"Imho the hard lesson the defi industry needs to learn from Fridays happenings is that Yield on stablecoins = yielding stablecoins = stablecoins All of the defi stablecoins are lending or trading strategies and therefore should be treated not as a regular and dependable stablecoin"
X Link 2025-10-12T13:52Z 23.2K followers, [----] engagements

"Sky looking great from here. No drama just slow quiet continuous progress Its almost time for Sky. I can feel the world is ready for it very soon. Its almost time for Sky. I can feel the world is ready for it very soon"
X Link 2025-10-12T22:37Z 23.2K followers, [----] engagements

"gm we be chatting defi yields @blockworksDAS 3F is standing on the shoulders of DeFi giants to build the next generation of rates markets Get a little preview here https://t.co/fXywreNKHg 3F is standing on the shoulders of DeFi giants to build the next generation of rates markets Get a little preview here https://t.co/fXywreNKHg"
X Link 2025-10-15T10:02Z 23.2K followers, [----] engagements

"I think the world is waking up to what @3FLabs is building tl;dr: looping (via onchain lending) is one of the biggest draws for issuers to bring their RWAs onchain. this is going to happen quicker than most think. tl;dr: looping (via onchain lending) is one of the biggest draws for issuers to bring their RWAs onchain. this is going to happen quicker than most think"
X Link 2025-10-24T06:54Z 23.2K followers, [----] engagements

"Liquidators rn Itd be interesting to see large liquidations of RWAs and for the industry to prove out how this is handled"
X Link 2025-11-05T02:17Z 23.2K followers, [----] engagements

"Lots of discussion around modular lending on CT this week Many of the criticisms unfortunately missed the nuance which is that there are always some trade offs to make capital on lending protocols more efficient. @3f_romeo and I go into it. For nerds watch 28:45 onwards New episode of Bell Curve is LIVE with @sonyasunkim and @3f_romeo We discussed all things DeFi including liquidity crunches isolated markets and RWA looping. Give it a listen https://t.co/aZ59dlNL5b New episode of Bell Curve is LIVE with @sonyasunkim and @3f_romeo We discussed all things DeFi including liquidity crunches"
X Link 2025-11-07T21:29Z 23.2K followers, 12.6K engagements

"Highly interesting liquidity analysis on the Morpho vaults. @SteakhouseFi always very thoughtful fact-based and transparent Early results on analyzing the liquidity of some @MorphoLabs vaults using vault liquidity % per hour (capped at 1% as above is clearly liquid). Trying to get a better resolution. Relend and Clearstar have never been illiquid. Relend was exposed to sdeUSD yet no one cared it seems https://t.co/BcXXPEAlon Early results on analyzing the liquidity of some @MorphoLabs vaults using vault liquidity % per hour (capped at 1% as above is clearly liquid). Trying to get a better"
X Link 2025-11-08T16:33Z 23.2K followers, [----] engagements

"Good list but I disagree wholeheartedly with [--]. Well educated ambitious women are engineered to think to hold off having kids until in many cases its way too late to actually have kids. I think schools should teach women about fertility and the inevitable fact that after [--] things get more difficult"
X Link 2025-11-12T01:22Z 23.2K followers, [----] engagements

"In January [----] we learned that Binance hadn't fully backed PBUSD with BUSD due to a "timing mismatch" over the course of 2020-2021. The fact that PBUSD could be minted without simultaneously locking up BUSD was confusing. https://www.coindesk.com/business/2023/01/10/a-binance-stablecoin-wasnt-always-fully-backed-bloomberg/ https://www.coindesk.com/business/2023/01/10/a-binance-stablecoin-wasnt-always-fully-backed-bloomberg/"
X Link 2023-02-13T12:07Z 22.9K followers, [---] engagements

"Since then Binance seems to have improved its process. It asserts that now PBUSD can only be minted after first depositing BUSD as collateral. https://www.binance.com/en/blog/ecosystem/how-we-back-binancepeg-busd-and-explaining-historical-discrepancies-7761334533351669941irclickid=XxO1TiWPjxyNRRRVw9QxU1UTUkAy0KQq2Ubh1U0&irgwc=1&ref=&registerChannel=XxO1TiWPjxyNRRRVw9QxU1UTUkAy0KQq2Ubh1U0"
X Link 2023-02-13T12:07Z 22.9K followers, [--] engagements

"Theres about $50trn in banking deposits in the US UK Japan Europe and Switzerland. Every 1% shift in these deposits to BTC implies c.100% price appreciation. Even without @balajis hyperinflation scenario BTC is looking comfy"
X Link 2023-03-19T21:31Z 22.9K followers, [---] engagements

"@Justin_Bons Curious what other L1s you think are progressing in the right direction"
X Link 2023-06-08T15:29Z 23K followers, [---] engagements

"Many normies still surprised when they learn that crypto has intrinsic value because it has cashflows. I wrote an article that attempts to dispel the common misconception that crypto lacks intrinsic value by examining the revenue models of $ETH @Uniswap @LidoFinance and @MakerDAO. Feel free to distribute to TradFi skeptics for educational purposes https://www.progrmdcapital.com/insights/cashflows-in-crypto https://www.progrmdcapital.com/insights/cashflows-in-crypto"
X Link 2023-07-17T10:19Z 23.2K followers, 16.1K engagements

"ETH is wrapped stETH on @Blast_L2"
X Link 2023-12-01T08:32Z 23.1K followers, [---] engagements

"$AXL - thought I saw the wrong price when I woke up. Congrats to @axelarnetwork for getting the distribution the project deserves. Its only the beginning"
X Link 2024-03-01T13:31Z 23.2K followers, [----] engagements

"So I think the math is if @radicle continues to double every month itll take roughly [---] years to get to @githubs 420million repositories 👾📈 https://t.co/bm4vKc6U9Q 👾📈 https://t.co/bm4vKc6U9Q"
X Link 2024-04-08T11:41Z 23K followers, [----] engagements

"Comparing @Uniswap vs. @RaydiumProtocol The relative value debate between $ETH and @solana extends to the #1 DEX's on each. Token valuation paints a baffling picture. Fundamentals - Raydium has seen tremendous growth over the last year with daily volumes now at roughly 50% of that of Uniswap - Raydium takes 25bps fees 22bps of which goes to LPs and 3bps of which goes to buyback $RAY. By contrast Uniswap's average fees are 13bps 100% of which goes to LPs and none of which goes to the $UNI holders today. - The result is that Raydium now generates higher protocol fees than Uniswap and $RAY token"
X Link 2024-07-24T18:00Z 23.2K followers, 338.4K engagements

"@CoinbaseAssets @coinbase @CoinbaseExch Wen lido staked ETH @coinbase please"
X Link 2024-07-25T05:51Z 23K followers, [---] engagements

"Some initial thoughts on DAO governance improvement The $COMP governance drama is an example of a misalignment between capital and DAO interests. The ve-token model improves alignment somewhat but participation still requires buying tokens making capital the entry point for participation. The question to my mind is then how do we establish last-line defence from ecosystem participants who truly align with the DAO's long-term vision One solution could involve granting veto power to certain engaged/trusted/aligned groups or committees through dual governance. For example @LidoFinance's dual"
X Link 2024-07-29T13:19Z 23.2K followers, 510.2K engagements

"Now that I have your attention. What is Ethereum"
X Link 2024-08-01T14:59Z 23.2K followers, 353.2K engagements

"Crypto market this week @AsharqBusiness - Short term volatility spikes on hard landing fears. Market derates from last weeks hype with Trump at Bitcoin Nashville - Crypto is becoming more mainstream so more correlated with traditional assets. But cant deny the structural growth trends. (e.g. @MorganStanleys [-----] financial advisors can now pitch Bitcoin ETFs to clients) - Ethereum ETFs starting to see net positive inflows with more to come - Hard to imagine crypto will be only good under Trump. Harris hires David Plouffe ex advisor to @binance and @AlchemyPay. We await further clarity on her"
X Link 2024-08-04T10:34Z 23.1K followers, [----] engagements

"Disagree. Why bother with all of this Just use Lido staked ETH APR as an index - Should provide a good indication of Ethereum reward rate as a whole given its market share and diversifying validator types esp after DVT and CSM - with the above as the index you actually have a replicated asset (stETH) reducing basis risk between your realized staking APR and what CESR tells you https://twitter.com/i/web/status/1823496585764044841 https://twitter.com/i/web/status/1823496585764044841"
X Link 2024-08-13T23:07Z 23K followers, [---] engagements

"Ready for fundamental winter. $RAY re-rates $MKR next"
X Link 2024-11-07T15:12Z 23.1K followers, [---] engagements

"Worlds largest decentralised stablecoin raking in sustainable revenues. Ticker is $MKR @RuneKek @hexonaut @Dune https://youtu.be/07pyjoR0WMMsi=qbu6BxGfxQX4ktBj https://youtu.be/07pyjoR0WMMsi=qbu6BxGfxQX4ktBj"
X Link 2024-11-30T07:57Z 23.2K followers, [----] engagements

"Markets are down but some corners of DeFi are still growing strongly $MKR USDS has passed 8b supply approaching the ATH of 10b in [----]. New supply comes in the form of stablecoins earning the RFR of 3.8%. What's new is Spark earning 9.2% on 2.1b. The Spark Liquidity Layer AMO can inject liquidity into Ethena Aave Morpho/Coinbase etc to move those https://t.co/j2E0fAyyIH USDS has passed 8b supply approaching the ATH of 10b in [----]. New supply comes in the form of stablecoins earning the RFR of 3.8%. What's new is Spark earning 9.2% on 2.1b. The Spark Liquidity Layer AMO can inject liquidity"
X Link 2025-02-07T16:02Z 23.7K followers, [----] engagements

"Still an NYC noob but it's hilarious when ppl think any other city beats NYC for crypto. One coworking spot in williamsburg could probably take on most cities: @eigencloud @SteakhouseFi @maplefinance @superformxyz @AlpenLabs @RWA_xyz @OstiumLabs @CapLabs_ @0xPredicate @nucleusearn @MorphoLabs (frequently seen 👀) Probably missing a bunch but you get the idea. Come through to Brooklyn and say hey http://thebrassfactory.com @Ismael_H_R @lagrangedev @eigencloud @OpacityNetwork @fluentxyz @ritualnet @movementlabsxyz @Polymer_Labs @campnetworkxyz @OmniFDN @SeiNetwork @ionprotocol @OpenGradient I"
X Link 2025-02-17T19:51Z 23.2K followers, 32.4K engagements

"@A_Leutenegger @river0x_ @eigenlayer @SteakhouseFi @maplefinance @superformxyz @AlpenLabs @RWA_xyz @OstiumLabs Or maybe acquired by the US"
X Link 2025-02-18T15:05Z 23.7K followers, [--] engagements

"@MikeIppolito_ A lot riding on this bet 🙃 now If Bitcoin is indeed digitial gold: - # of countries that own gold: 150+ - # of countries that own bitcoin: [--] Insti buying still early too"
X Link 2025-02-21T15:53Z 23.6K followers, [---] engagements

"@gizmothegizzer what is behind this 11% v curious"
X Link 2025-10-23T20:12Z 22.9K followers, [----] engagements

"liquidity risk and credit risk are distinct. even in low-liquidity conditions supplying to the vaults may remain attractive (30%+ yields) as borrowers - such as those using RWA collateral - can repay over the collaterals liquidity cycle. so if you have a balance sheet with 30+ day duration these are juicy yields provided there is no credit erosion of the collateral (which you'd need to DD)"
X Link 2025-11-04T22:03Z 23K followers, [---] engagements

"TradFi/banks gate what can be collateral for loans DeFi/open finance fix this by allowing various participants to come together Blow ups are unfortunately just a natural part of this free experimentation. Through this process though people learn to trust certain actors and distrust others. If we want defi to become a mere onchain version of centralised banks we can let certain closely gated groups be ultra prescriptive about what can and cant be done what can and cant be collateral But this isnt in the spirit of why we are all here in the first place"
X Link 2025-11-05T20:43Z 23.2K followers, [----] engagements

"does anyone know who the "external manager" for @StreamDefi that lost money is it's crazy that the info hasn't come out yet"
X Link 2025-11-06T18:54Z 23.2K followers, 49.7K engagements

"it ain't much but it's honest work from the trenches 😇 excited to build @3FLabs with our legendary supporters lfg Amidst a challenging week in DeFi were thrilled to announce 3F's angel round backed by many leading DeFi OGs as we build a one-click leverage solution for RWAs. Together were excited to shape a more transparent and trustless DeFi. Stay tuned. Huge thanks to our backers - https://t.co/JEKTFsUTe3 Amidst a challenging week in DeFi were thrilled to announce 3F's angel round backed by many leading DeFi OGs as we build a one-click leverage solution for RWAs. Together were excited to"
X Link 2025-11-06T20:20Z 23.2K followers, 46.1K engagements

"@RuneKek Sky = the global credit underwriting powerhouse"
X Link 2025-11-07T00:14Z 23K followers, [---] engagements

"Cant help but notice that the curators that have not exposed their depositors to solvency risk this week are @SkyEcosystem alumni Lesson in that"
X Link 2025-11-09T16:37Z 23.2K followers, [----] engagements

"Hedge funders blow up stablecoin nerds risk manage"
X Link 2025-11-09T17:02Z 23K followers, [--] engagements

"going to @EFDevcon looking to connect with lovers of leverage holla"
X Link 2025-11-14T21:02Z 23K followers, [----] engagements

"The [----] ICO craze was all about lowering the friction for capital formation. ICOs were both wonderful bc they birthed some cool companies but also horrible bc they birthed a lot of scams and shitcoins. If feels like we are going into this era for vaults. The [----] vaults craze is all about lowering the friction for asset mgmt but there will be some horrible scams and shit vaults which will require greater discernment and underwriting capabilities for people to not get rekt"
X Link 2025-11-20T12:57Z 23.2K followers, [----] engagements

"When it feels so right for Argentina @SteakhouseFi"
X Link 2025-11-20T14:38Z 23.1K followers, [----] engagements

"Conversation from Buenos Aires: We are building a vault that has 11% fixed. Its backed by mortgages Me: oh what kind of mortgages are they They are underwritten by an Australian company ______ (never heard of them) Me: oh what kind of mortgages are they Prime Subprime We are tech people we dont know the legal stuff Me: oh this isnt legal this is finance Yeah you would have to talk to the lawyers"
X Link 2025-11-21T13:13Z 23.2K followers, 207.4K engagements

"@jlxpayne_ Mortgage backed vaults"
X Link 2025-11-21T13:32Z 23.1K followers, [----] engagements

"@iang_fc No sir that is unequivocally the wrong answer"
X Link 2025-11-21T19:48Z 23.2K followers, [----] engagements

"Current state of DeFi: Time to bring out your CFA titles again"
X Link 2025-11-24T21:12Z 23.2K followers, [----] engagements

"L1 valuation debate resurfacing. As a value investor turned defi builder my two cents are: Fundamentals Only chains worth building on as a long term focused builder are Ethereum Solana and Base. Everything else is a gamble bc liquidity is not there. Heavy incentives extended by many chains attract short term minded builders who are ok taking on platform risk bc they werent thinking long term anyway Economics Not likely to be great even for Ethereum and Solana bc of low txn fees Valuation Still could be great investments bc most people buying crypto are uncomfortable with alts and the majors"
X Link 2025-11-30T14:41Z 23.1K followers, [--] engagements

"L1 valuation debate resurfacing. Please do not try this at home :) But as a value investor turned defi builder my two cents are: Fundamentals Only chains worth building on as a long term focused builder are Ethereum Solana and Base. Everything else is a gamble bc liquidity is not there. Heavy incentives extended by many chains attract short term minded builders who are ok taking on platform risk bc they werent thinking long term anyway Economics Not likely to be great even for Ethereum and Solana bc of low txn fees and continuous scaling efforts Valuation Still could be great investments bc"
X Link 2025-11-30T14:45Z 23K followers, 43.5K engagements

"@ajwarner90 yes but i think that's the wrong way of thinking about it this is the power of @coinbase distribution on @base steakhouse morpho vault growing from nil to $400m in two months from 43k active depositors"
X Link 2025-11-30T17:05Z 23.2K followers, [---] engagements

"many ask what @3FLabs stands for thanking @MerlinEgalite for uncovering the truth happy thanksgiving everyone 🦃 This week I had the chance to have a 1st glimpse of what Thanksgiving looks like. Now I understand the hype around it. It basically revolves around the [--] F: - Food - Family - Friends Food seems to be the most important one by far. This week I had the chance to have a 1st glimpse of what Thanksgiving looks like. Now I understand the hype around it. It basically revolves around the [--] F: - Food - Family - Friends Food seems to be the most important one by far"
X Link 2025-11-30T17:09Z 23.2K followers, [----] engagements

"The non-American mind cannot comprehend how milk stay good for [--] months"
X Link 2025-12-01T01:11Z 23.1K followers, [----] engagements

"@MikeIppolito_ @hasufl lol from recently trying this with chatgpt i realised is that you have to be a good prompter. be highly specific about what you want be very mean when it hallucinates"
X Link 2025-12-03T21:13Z 23.1K followers, [---] engagements

"With altcoin prices sagging and vcs raising smaller funds I can see there being a wave of consolidation in crypto in the next few years as teams run out of money and get acquihired. But for decentralized token projects what is the right way to close down"
X Link 2025-12-16T13:27Z 23.1K followers, [---] engagements

"The NIV team goated for those of us who weren't able to make Solana Breakpoint. We analyzed [---] talks from @solana Breakpoint '25 totaling [--] hours of content using NIV's AI Summarizer to bring you the takeaways from each day and detailed summaries of each talk for those that want to get in the weeds. See link below @SolanaConf https://t.co/SmqnoKKLSX We analyzed [---] talks from @solana Breakpoint '25 totaling [--] hours of content using NIV's AI Summarizer to bring you the takeaways from each day and detailed summaries of each talk for those that want to get in the weeds. See link below"
X Link 2025-12-16T17:30Z 23.1K followers, [----] engagements

"@MikeIppolito_ 👏👏👏 @Blockworks_ goated for sticking with US crypto"
X Link 2025-12-16T20:04Z 23.1K followers, [---] engagements

"Fwiw I am super against the AAVE ecosystem spinning out a second token but I think the discussion of whether spin outs add value or not is a little more nuanced. In the equities world conglomerate discounts are a real thing ie for complex entities with multiple businesses investors impose a discount to sum of the parts of those underlying businesses bc the size and complexity of running various operations makes the organisation necessarily inefficient. The other way of looking at it is that the stocks of corporate spin offs empirically have outperformed bc of sharper focus and increased"
X Link 2025-12-28T22:12Z 23K followers, [---] engagements

"@ImperiumPaper Cmon paper you are a former equities investor you know the basics better"
X Link 2025-12-29T21:52Z 23K followers, [---] engagements

"2026 will be the year for RWA looping and @3FLabs It's going to be absolutely huge @KyleSamani @pythianism @MikeIppolito_"
X Link 2026-01-05T16:21Z 23.1K followers, 11.3K engagements

"@TBariach @3FLabs @KyleSamani @pythianism @MikeIppolito_ couldn't agree more. it's the same on the devco side as it is on the capital allocator side - with the exception of select funds that have built up the credit underwriting capability over many years such as @Maven11Capital"
X Link 2026-01-05T19:28Z 23K followers, [---] engagements

"State of finance in [----] 2026: the year of noncustodial asset management 2026: the year of noncustodial asset management"
X Link 2026-01-05T20:07Z 23.1K followers, [----] engagements

"RWAs introduce duration risk on-chain and therefore need specialized consideration when trying to properly integrate them into DeFi. For instance RWA liquidations on lending protocols like @Morpho are less an arbitrage trade for those with a balance sheet and look more like credit investing as the liquidators have to hold the liquidated asset until they can redeem (ever day month or quarter depending on the underlying asset) We are at the start of seeing very interesting solutions emerging for RWA liquidations and projects like @infiniFi are at the forefront of this. Even cooler that the"
X Link 2026-01-08T20:55Z 23.1K followers, 15.8K engagements

"@Morpho if you are /want to be an RWA liquidator or join our growing network of RWA liquidators DM me"
X Link 2026-01-08T23:07Z 23.1K followers, [---] engagements

"Congrats to @SkyEcosystem on $10bn Slow & steady wins the race Silicon Valley talks about the Paypal Mafia but imo DeFi's growth owes a huge amount to the Maker Mafia and @RuneKek I'm sure I'm missing a ton but some notable members of the Maker Mafia - Chefs @SebVentures @AesPoker @adcv_ from @SteakhouseFi - @hexonaut @nad8802 @MonetSupply from @sparkdotfi - @kevinlichan from @grovedotfinance and @humancapitol from @tare_io formerly @BlockTower - @LucaProsperi from @m0 - @CharlieStLouis from @ethereumfndn in-house DeFi - @nomos_paradox @jensenhaji from @ChronicleLabs Total stablecoin supply"
X Link 2026-01-09T21:08Z 23.1K followers, [----] engagements

"@hexonaut @SkyEcosystem @RuneKek @SebVentures Think maybe I qualify as Maker Mafia Jr - the second generation"
X Link 2026-01-09T21:47Z 23.1K followers, [---] engagements

"An important theme in [----] is TradFi credit coming to DeFi Excited to back this awesome team bringing @Strategy's preferreds to DeFi users 1/ We are excited to announce that Saturn raised $800K from @YZiLabs @Sora_ventures and prominent crypto angels to build USDat a stablecoin protocol delivering 11%+ yield backed by Bitcoin. We generate yields through @Strategys $STRC and unlock global onchain access to https://t.co/bsBvl8t2Pi 1/ We are excited to announce that Saturn raised $800K from @YZiLabs @Sora_ventures and prominent crypto angels to build USDat a stablecoin protocol delivering 11%+"
X Link 2026-01-15T21:18Z 23.1K followers, 12.2K engagements

"Well then make a better product Bank of America Bank of America CEO warns up to $6 trillion in deposits could shift to stablecoins if allowed to pay interest https://t.co/PDEHlvRUPQ Bank of America CEO warns up to $6 trillion in deposits could shift to stablecoins if allowed to pay interest https://t.co/PDEHlvRUPQ"
X Link 2026-01-16T01:27Z 23.1K followers, [----] engagements

"@0xave Who would you say are such staking teams with a specialised risk team"
X Link 2026-01-16T03:20Z 23.1K followers, [---] engagements

"@stutireal This looks like peak performance stuti"
X Link 2026-01-16T18:27Z 23.1K followers, [---] engagements

"@itsbhaji @Morpho Thanks Bhaji Looking forward to collaborating on bringing more of quality RWAs"
X Link 2026-01-23T01:40Z 23.1K followers, [--] engagements

"5/ Future known unknowns: The impact of @eigenlayer and liquid re-staking"
X Link 2023-05-24T18:53Z 23.1K followers, [---] engagements

"Big beefy cheers to those who eat steakUSDC Next stop: tres commas club Welcoming $100m in @MorphoLabs' flagship institutional-grade USDC vault lending only against blue-chip collateral and tokenized treasuries we call this the dual engine people just like the steak https://t.co/onlr8z9VHa Welcoming $100m in @MorphoLabs' flagship institutional-grade USDC vault lending only against blue-chip collateral and tokenized treasuries we call this the dual engine people just like the steak https://t.co/onlr8z9VHa"
X Link 2025-01-22T18:43Z 23.2K followers, [---] engagements

"Gm @fundstrat working the Main Street $CHONK working the trenches"
X Link 2025-08-10T19:02Z 23K followers, [----] engagements

"Everywhere I look staking providers these days are pivoting to on-chain yields but i dont think many of these efforts will be successful. Staking is a technical undertaking that is very different to investment underwriting. The former is highly commoditized while the latter is not. Investment underwriting is a high variance activity and thus success especially relies on reputation and track record https://twitter.com/i/web/status/2011895944917446790 https://twitter.com/i/web/status/2011895944917446790"
X Link 2026-01-15T20:19Z 23.1K followers, [----] engagements

"Today the 3F x Steakhouse USDC vault is LIVE on @morpho This vault allows lenders to earn yield by supplying USDC to borrowers with institutional-grade RWAs and crypto assets with real-world exposure RWAs and onchain finance is one of the fastest growing trend in crypto today As more assets become tokenized attention is shifting toward how RWAs can provide greater utility onchain @3f_xyz is developing infrastructure for enabling a one-click RWA leverage solution within defined risk parameters. This vault is an initial phase of that work Link to the full article of our work with @SteakhouseFi"
X Link 2026-01-22T15:09Z 23.1K followers, 11.5K engagements

"Yields are even juicier with Morpho V2 vault incentives that launched yesterday. Currently generating 5% for low risk defi https://app.morpho.org/ethereum/vault/0xBEEf3f3A04e28895f3D5163d910474901981183D/3f-x-steakhouse-usdctab=vault The @3f_xyz team is launching their RWA-focused vaults on @Morpho Their goal is to bring at minimum the base rate of the @SteakhouseFi vault but as RWAs generate more demand they will rebalance the vault to benefit from extra yield https://t.co/kjjJ55RALC"
X Link 2026-01-23T00:09Z 23.1K followers, [----] engagements

"@3f_romeo Long RWAs short defi yield"
X Link 2026-02-05T18:40Z 23.1K followers, [--] engagements

"@PaulFrambot @kugusha 🤣 CCO rolls off the tongue for you Alex"
X Link 2026-02-08T18:02Z 23K followers, [---] engagements

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