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@letsgetonchain "Not only did @CurveFinance decide to launch a new token instead of letting @yieldbasis value accrual go to veCRV holders. YieldBasis rebalancing costs (gamma hedging costs to keep BTC exposure constant) is literally subsidized by Curve forgoing borrow interest on the credit line it provides to YieldBasis. I am not saying @yieldbasis is not interesting but the whole token launch thing is extractive. Here is a better way to do it: - no new token - crvUSD volume benefits in the same way - swap fees on AMM pool go to XX% BTC LPs and XX% veCRV holders instead of veYB holders"
X Link @letsgetonchain 2025-10-15T09:15Z 2095 followers, 13.7K engagements

"that is more or less my point. I do see the project as a nice way to automate gamma hedging + provide growth to crvUSD but economically any strat like this is only sustainable if: trading fees gamma hedging + borrow costs you could argue through the integration with curve that the cost of this borrow could be shared since its a win win. that way the equation improves What i dont like is yet another extractive token which retail bids and locks and that obscures the success of the underlying economics of that strategy"
X Link @letsgetonchain 2025-10-16T10:19Z 2094 followers, XXX engagements

"are trading fees covering gamma hedging + borrowing fees for those you mention as in are the economics actually profitable i guess from curve's perspective the added benefit is that it creates demand for crvUSD which translate into volume and the launch of a new token at inflated prices can cover negative economics"
X Link @letsgetonchain 2025-10-15T10:56Z 2093 followers, XXX engagements

"From @yieldbasis docs: "YieldBasis enables users to provide BTC as liquidity in an AMM pool without impermanent loss (IL) while still earning trading fees." - this literally just means hedging your short gamma to keep your BTC delta fixed The mental gymnastics to obscure the loss making underlying economics"
X Link @letsgetonchain 2025-10-15T13:31Z 2094 followers, XXX engagements

"How can someone advertise a nice organic APY when every LP is massively down YB token is literally down XX% in the last 24h Ethics are just non existent in this space"
X Link @letsgetonchain 2025-10-16T11:16Z 2095 followers, 12K engagements

"8/ Settlement Lighter: - Funds are held in an Ethereum L1 contract. - zk proofs prove correct balance changes. If the sequencer disappears or acts maliciously you can exit forcefully with a proof. No operator trust required. Settlement = Ethereum consensus + zk proofs"
X Link @letsgetonchain 2025-10-15T13:01Z 2093 followers, XXX engagements

"9/ Settlement Hyperliquid: - Balances and positions are enforced by Hyperliquids validator consensus. But actual withdrawal depends the liveness of Hyperliquid chain and on a multisig bridge to process withdrawals. This will improve long term with a native stablecoin launch etc. But Hyperliquid will never be able to support trustless high-quality collateral like native ETH. Lighter can"
X Link @letsgetonchain 2025-10-15T13:01Z 2093 followers, XXX engagements

"11/ Matching Hyperliquid: - Fair matching logic runs as part of the chain consensus. But matching fairness depends on block transaction ordering. Proposers can in theory reorder or insert trades and thereby affect the transaction's "time priority". As far as i know they working on some mev-commit to mitigate this by having block proposers commit to some transaction ordering before tx contents get revealed"
X Link @letsgetonchain 2025-10-15T13:01Z 2093 followers, XXX engagements

"12/ Liquidations Lighter: - Risk checks margining and liquidations are all part of the zk proof. A wrong liquidation = zk proof fails. Oracle trust still exists but liquidation rules are provable and applied equally"
X Link @letsgetonchain 2025-10-15T13:01Z 2093 followers, XXX engagements

"13/ Liquidations Hyperliquid: - Liquidation logic runs in the node software. Wrong liquidation = invalid block which gets rejected by consensus. Oracle trust is the same but rules cannot be selectively applied"
X Link @letsgetonchain 2025-10-15T13:01Z 2093 followers, XXX engagements

"@litocoen i dont think capital gains tax are wrong. the guy's position is worth XX billion he is paying XX billion out of that. Do you think that is unreasonable I think exit taxes make sense when the assets are considered liquidity or above a certain threshold"
X Link @letsgetonchain 2025-10-08T11:51Z 2092 followers, XXX engagements

"How does Ethena take care of ADL arent they delta long if the perp is forcefully closed"
X Link @letsgetonchain 2025-10-11T13:47Z 2092 followers, XXX engagements

"How does @yieldbasis bring value to curve Even the borrow interest on crvUSD doesnt flow to curve but instead is used to finance the rebalancing needed to stay at 2x leverage. Why is there a YB token The pool fees should be going to veCRV holders and not veYB holders"
X Link @letsgetonchain 2025-10-15T08:00Z 2093 followers, 2039 engagements

"Lighter is superior to HyperLiquid for traders Product experience is very similar. The difference is trust assumptions 🧵"
X Link @letsgetonchain 2025-10-15T13:01Z 2092 followers, 7225 engagements

"i understand the additional benefits. fundamentally this shifts your equation to: "+ev from resulting crvUSD volume on curve + trading fees from BTC pools" needs to be bigger than "rebalancing fees + risk to crvUSD backing" for this to make sense economically. i am not sure that is the case. If it is the case i would have liked to see this without a new inflated token launch that obscures the underlying failing economics"
X Link @letsgetonchain 2025-10-15T13:45Z 2093 followers, XXX engagements

"@Ceazor7 you tell me how you did that. besides you not being in the green in any way as long as you have bought it on the market i am not sure what your point is the tweet is misleading and im pointing it out to prevent people from falling for it blindly"
X Link @letsgetonchain 2025-10-16T17:00Z 2092 followers, XXX engagements

"@0x_farmer ypu are called farmer i think you can do the math of LPing against a token that dropped XX% in the last XX h"
X Link @letsgetonchain 2025-10-16T17:09Z 2092 followers, XXX engagements