@ministryofdefi MinistryOfDeFi.eth (🙈,🙉)

MinistryOfDeFi.eth (🙈,🙉) posts on X about liquidity, $btc, systems, crypto the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

• [--] Week [------] -64%
• [--] Months [------] +15,322%
• [--] Year [------] +10,312%

Mentions: [--] #

• [--] Week [--] +226%
• [--] Months [--] +1,340%
• [--] Year [--] +1,440%

Followers: [---] #

• [--] Week [---] -0.13%
• [--] Months [---] +2.30%
• [--] Year [---] +0.25%

CreatorRank: [---------] #

Social Influence

Social category influence cryptocurrencies 41.49% finance 35.11% stocks 11.7% technology brands 4.26% exchanges 3.19% financial services 1.06% travel destinations 1.06% social networks 1.06% countries 1.06% automotive brands 1.06%

Social topic influence liquidity #787, $btc 10.64%, systems 8.51%, crypto 7.45%, finance 6.38%, $mstr 6.38%, ethereum 6.38%, this is 5.32%, stablecoins #1418, bitcoin 4.26%

Top accounts mentioned or mentioned by @aztecnetwork @microstrategy @graphprotocol @zhusu @edwardmorrabtc @0xmarcb @jadenonclouds @arcthecommunity @solaniumio @oraclerai @base @emperorbtc @reisnertobias @synthetix @yearnfi @chainlink @layerzerofndn @kirasama @arbitrum @xeer

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Ethereum (ETH) Coinbase Global Inc. (COIN) Polygon Ecosystem Token (POL) Aave (AAVE) Compound (COMP) Curve DAO Token (CRV) Lido DAO (LDO) BlackRock Inc (BLK) Uniswap (UNI) Chainlink (LINK) NEO (NEO)

Top Social Posts

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

"Firstly the obvious point: the macro floor has moved. When Treasury yields and funding curves soften the risk-free anchor for stablecoins drops first. On-chain yield is mostly rates + spread not magic nor rocket science just basic finance"
X Link 2026-02-07T07:04Z [---] followers, [--] engagements

"Is $MSTR just a leveraged $BTC bet TL;DR: $MSTR is a capital-markets machine that converts equity and debt into Bitcoin. Its a simple and potentially powerful machine but at the same time equally fragile"
X Link 2026-02-08T06:34Z [---] followers, [--] engagements

"The engine worked when MSTR traded at a large premium to BTC NAV. Issue equity buy BTC premium holds repeat. That premium funded accumulation more than operating cash can ever achieve"
X Link 2026-02-08T06:34Z [---] followers, [--] engagements

"From a systems view $MSTR runs leveraged exposure funded by values which depended on belief. At peaks $MSTR MC traded at [---] BTC NAV while debt and claims kept rising. With premium compressing toward 1x beliefs weaken liabilities reprice and assets may soon follow"
X Link 2026-02-08T06:34Z [---] followers, [--] engagements

"That said this exact structure cuts both ways. If $BTC enters a strong up-cycle $MSTR regains its premium. Equity becomes cheap capital again. In that regime @MicroStrategy wouldnt just be holding $BTC. It becomes a financial amplifier: $BTC up NAV up premium up"
X Link 2026-02-08T06:34Z [---] followers, [--] engagements

"This is why opinions stay polarized. Bears see a stressed treasury model with shrinking funding capacity. Bulls see an embedded call option on BTC + capital markets reopening"
X Link 2026-02-08T06:34Z [---] followers, [--] engagements

"@MicroStrategy isnt really a software company or a $BTC ETF. Its a balance-sheet design experiment. When liquidity is abundant it compounds fast. When it isnt it decays hard. Just keep in mind: liability structure matters as much as conviction"
X Link 2026-02-08T06:34Z [---] followers, [--] engagements

"Public Research Log on @MicroStrategy (cont'd) In late [----] $MSTR built a $2.2B cash reserve. Enough to cover dividends interest and ops for [----] months. But let's further explore how Saylor deliberately engineer @MicroStrategy and their liabilities"
X Link 2026-02-08T17:28Z [---] followers, [--] engagements

"Now $MSTR has traded near and at times below NAV (0.8x). Below NAV company's share value falls below the value of its bitcoin assets -- equity issuance is dilutive. Strategys leveraged Bitcoin story isnt broken but the market narrative is definitely on pause"
X Link 2026-02-08T17:28Z [---] followers, [--] engagements

"Strategy is no longer using NAV premiums for resupplying $BTC buys. The plan now relies on defensible cash: the $2.2B reserve without selling $BTC. Not to mention $MSTR and its structural advantage has been eroded by direct BTC ETFs in capital markets"
X Link 2026-02-08T17:28Z [---] followers, [--] engagements

"Bitcoin mining economics are mostly an energy system with a financial wrapper. Price matters. Hashrate matters. But electricity costs quietly anchor the whole stack. Read on to identify what I have been using as the soft floor of $BTC in my trading"
X Link 2026-02-09T17:29Z [---] followers, [--] engagements

"Firstly we must understand that miners are price-takers on two markets. They sell $BTC. They buy power. When power gets expensive margins compress before price reacts"
X Link 2026-02-09T17:29Z [---] followers, [--] engagements

"For large industrial miners electricity is often 4060% of operating cost. At scale a $0.01/kWh change can shift break-even by thousands of dollars per BTC. Small numbers compound"
X Link 2026-02-09T17:29Z [---] followers, [--] engagements

"Also difficulty adjustment is a feedback controller. When margins fall inefficient miners shut down. Hashrate drops. Difficulty resets lower. Survivors regain profitability. This is automatic load-shedding"
X Link 2026-02-09T17:29Z [---] followers, [--] engagements

"From a systems view Bitcoin is a distributed energy arbitrage network. Miners convert stranded or cheap power into hash. The protocol stabilizes around the marginal cost of production. However this is not done instantly"
X Link 2026-02-09T17:30Z [---] followers, [--] engagements

"This creates a soft floor not a hard one. Historically $BTC often trades near or below estimated production cost during stress. In the recent slump $BTC actually fell below this soft floor i.e. electrical cost (red line in chart below)"
X Link 2026-02-09T17:30Z [---] followers, [--] engagements

"With this knowledge its actually worthwhile to watch miner stress indicators. Hashrate drawdowns. Rising fees + falling margins. Public miner treasury sales. These often lead price bottoms"
X Link 2026-02-09T17:30Z [---] followers, [--] engagements

"Lesson here: mining economics may be able to help us define regimes. High margin + rising hashrate trend-friendly. Low margin + falling hashrate late-cycle / capitulation risk. Regime context is super useful here"
X Link 2026-02-09T17:30Z [---] followers, [--] engagements

"Design lesson: Bitcoins security model is tied to real-world costs. Energy anchors issuance. Difficulty absorbs shocks. Liquidity transmits stress. Its financial infrastructure backed by physics"
X Link 2026-02-09T17:30Z [---] followers, [--] engagements

"Conclusion: perhaps $BTC isnt just digital scarcity. Its a self-adjusting energy-to-money machine. Still studying this as I accumulate $BTC but mining data remains one of the cleanest leading signals so far"
X Link 2026-02-09T17:30Z [---] followers, [--] engagements

"Ethereum pausing the traditional L2 roadmap isnt a retreat. Its a recognition that the scaling bottleneck moved. With zk-proving and blobs the base layer itself is becoming more scalable than expected"
X Link 2026-02-10T09:26Z [---] followers, [--] engagements

"This is visible in market signals. Generic L2 tokens have struggled to justify long-term value. Fee revenue is thin. Differentiation is weak. Beyond poor market conditions investors may have been repricing that risk"
X Link 2026-02-10T09:26Z [---] followers, [--] engagements

"Meanwhile some L2s still make sense. Corporate chains (payments exchanges brokers) like @base need control. Privacy-focused rollups like @aztecnetwork offer unique utility. These arent just scaling layers. Theyre products. We must keep this distinction in mind"
X Link 2026-02-10T09:26Z [---] followers, [--] engagements

"Going off tangent a little alt-L1s will also face a parallel problem. Low transaction revenue + high security costs = structural inflation. If fees dont scale token dilution fills the gap. This is not a growth model"
X Link 2026-02-10T09:26Z [---] followers, [--] engagements

"That said in a scenario of extreme scalability we may still need L2s. Global payments gaming social and high-frequency apps wont live on L1. Specialized rollups will be able to dominate these niches"
X Link 2026-02-10T09:26Z [---] followers, [--] engagements

"Cryptos big moment in traditional ads is shrinking. Four years after the multi-brand Crypto Bowl this years Super Bowl had only one crypto ad from Coinbase. Thats a far cry from 2022s QR-code frenzy and celebrity blitz"
X Link 2026-02-11T08:38Z [---] followers, [--] engagements

"Coinbases [----] spot skipped promos & QR codes. Instead it leaned into karaoke joy with lyrics from a nostalgic songturning a massive audience into participants not shoppers. This suggests brand presence over direct acquisition. And heres why"
X Link 2026-02-11T08:38Z [---] followers, [--] engagements

"The MrBeastStep deal is the real signal. Gen Z finance is moving toward creator-led identity-first distribution. Trust and culture now precede utility. Cryptos shift to emotional branding isnt soft. Its adapting to this new adoption stack. https://techcrunch.com/2026/02/09/mrbeasts-company-buys-gen-z-focused-fintech-app-step/ https://techcrunch.com/2026/02/09/mrbeasts-company-buys-gen-z-focused-fintech-app-step/"
X Link 2026-02-11T08:38Z [---] followers, [--] engagements

"So what is working for this cohort 👉 Relatable narratives over direct calls to action 👉 Social proof via creators not celebrities paid for placement 👉 Interactive or gamified financial experiences 👉 Tools that feel empowering not salesy"
X Link 2026-02-11T08:38Z [---] followers, [--] engagements

"Practical playbook for crypto marketing: Creator-led narratives (real usage stories) Interactive experiences (AMA) Utility-first content (explainers that solve a problem) Community rituals (inside jokes shared language) Micro-engagement networks (X/Discord)"
X Link 2026-02-11T08:38Z [---] followers, [--] engagements

"The overarching lesson: reach resonance. Super Bowl screens build awareness. Gen Z participation builds affinity and activation. Smart crypto marketing bridges the two"
X Link 2026-02-11T08:38Z [---] followers, [--] engagements

"strange things are happening. Funding is positive + open interest is up BUT price is on a downtrend. New longs arent simply coming in and that got me thinking - is this a microstructure signal of size exiting quietly in this market"
X Link 2026-02-13T01:12Z [---] followers, [--] engagements

"funding reflects perp vs spot not bullishness. When perpetuals trade above spot longs pay shorts. This means that funding can turn positive even when sentiment is weak. Its a pricing gap not a vote"
X Link 2026-02-13T01:12Z [---] followers, [--] engagements

"Trading implication: Positive funding bullish regime. Rising OI + falling spot = distribution risk. For traders we must always check where pressure originates. Flow indicators. Most chart-based narratives miss this"
X Link 2026-02-13T01:12Z [---] followers, [--] engagements

"Nothing weird is happening per se. A large seller + market structure = distorted signals. I think @EmperorBTC has made a clear point on this matter as well. https://x.com/EmperorBTC/status/2019678784375624139s=20 🚨READ THIS - Suspicious Market Mechanics Explained (Not Conspiracy Just Facts) Something WEIRD is happening right now and most people are reading it wrong. Here's what we're seeing: Funding rates is still positive. But we don't see new Longs being added. Open going Interest https://t.co/hSPXD71yrE https://x.com/EmperorBTC/status/2019678784375624139s=20 🚨READ THIS - Suspicious"
X Link 2026-02-13T01:12Z [---] followers, [--] engagements

"@reisnertobias [----] revenue still grew year-over-year Coinbase reported $7.18B in total revenue in [----] up 9% vs [----] despite market headwinds and lower trading volumes. FWIW comparing a high-beta trading venue that monetizes peak volatility with a regulated infrastructure is kinda wild"
X Link 2026-02-13T05:23Z [---] followers, [---] engagements

"My institutionally relevant targets (based on governance revenue real economic activity): $AAVE $COMP $CRV $LDO $LINK @synthetix @yearnfi @graphprotocol are also shaping institutional-worthy infrastructure primitives and revenue models IMO. One day BlackRock buying $UNI and Apollo buying MORPHO will look like obvious key crypto turning point. I say one day because the market is underpricing these moves. TradFi companies entering crypto not via ETFs but direct token acquisitions is a big deal. They'll likely use One day BlackRock buying $UNI and Apollo buying MORPHO will look like obvious key"
X Link 2026-02-15T15:45Z [---] followers, [---] engagements

"@zhusu Could it just be regulatory self-handicapping atm though 🤣 300IQ play to let US capital figure out the primitive first. Chinas strategic restraint ceded chaos. Next they are going to target order. Just a different phase of the same game. TL;DR: full-clip $NEO (jk)"
X Link 2026-02-15T15:58Z [---] followers, [--] engagements

"Infrastructure layers like oracles (@chainlink) indexing (@graphprotocol) bridging (@LayerZero_Fndn) and interoperability should be on everyones target in the long-run. Most people think institutions are buying tokens. Theyre not"
X Link 2026-02-15T15:45Z [---] followers, [--] engagements

"Theyre buying infrastructure primitives cash flows This is how TradFi has always deployed capital. Crypto is finally maturing into that stack. Just like post-dotcom capital flowed into data centers payment rails and network infrastructure"
X Link 2026-02-15T15:45Z [---] followers, [--] engagements

"Institutions dont invest in narratives. They invest in systems they can model. If we can forecast revenue governance influence and regulatory posture then its investible"
X Link 2026-02-15T15:45Z [---] followers, [--] engagements

"@Kira_sama Makes sense for PayPal to choose @arbitrum for the inherited security compliance tooling custody stack and real user liquidity from Ethereum. Technical & Economical Reliability TPS"
X Link 2026-02-16T02:50Z [---] followers, [--] engagements

"Institutions RWAs and serious treasuries cant operate on full transparency. Positions flows counterparties and strategies leak value. On-chain transparency has costs: MEV extraction Treasury doxxing Strategy leakage https://www.binance.com/en/square/post/35480582187346 https://www.binance.com/en/square/post/35480582187346"
X Link 2026-02-16T03:41Z [---] followers, [--] engagements

"And @aztecnetwork isnt just competing with privacy coins. Its competing with: - Middleware ZK layers - App-specific privacy - Enterprise private rails Its edge = Ethereum adjacency + developer stack"
X Link 2026-02-16T03:42Z [---] followers, [--] engagements

"IMO these are what will win in privacy infra (2026 lens): - Composability - Decentralized proving - Strong tooling - Auditability (for regulations)"
X Link 2026-02-16T03:42Z [---] followers, [--] engagements

"@Xeer sorry cashing out to prepare ang paos (red packets for good luck to all my nephews and nieces) will need to sell my $BTC stash so please prepare for the red candle /s"
X Link 2026-02-16T06:19Z [---] followers, [---] engagements

"SBI Holdings and @StartaleGroup launching Strium isnt just another L1 story. Its how Asian finance is being rebuilt on-chain. Tokenized securities layer: 24/7 trading Near-instant settlement Fractional ownership DeFi composability This is capital markets infrastructure. https://t.co/E8ZSU0QH08 https://t.co/E8ZSU0QH08"
X Link 2026-02-16T10:08Z [---] followers, [--] engagements

"SBI has since: - Invested in Circle - Co-developed a yen stablecoin - Pursued crypto ETFs for Tokyo Stock Exchange listing Strium completes the stack. https://www.coindesk.com/business/2025/12/15/sbi-startale-to-launch-regulated-yen-stablecoin-for-global-settlement https://www.coindesk.com/business/2025/12/15/sbi-startale-to-launch-regulated-yen-stablecoin-for-global-settlement"
X Link 2026-02-16T10:08Z [---] followers, [--] engagements

"Yet most privacy systems fail economically. Proof cost becomes real gas. UX collapses. Liquidity fragments. Regulatory optics scare ramps"
X Link 2026-02-16T03:41Z [---] followers, [--] engagements

"- Noir DSL - Private Execution Environment - Non-EVM privacy model - Ethereum settlement What @aztecnetwork is building is a full-stack attempt not a patch to whatever that exists today"
X Link 2026-02-16T03:42Z [---] followers, [--] engagements

"Let's watch how @aztecnetwork work around: - Prover/sequencer concentration - Proof times - Issuance vs fees - Noir adoption - Real private apps - Wallet UX Aztec shall test if privacy chains are operationally viable. The leap is from cryptography product systems"
X Link 2026-02-16T03:42Z [---] followers, [--] engagements

"This is the core tradeoff: Closed systems distribution + monetization Open systems experimentation + resilience You rarely get both for free"
X Link 2026-02-16T10:08Z [---] followers, [--] engagements

"From a systems view this is a control problem. Ethereum is tightening the core loop (settlement + liquidity + proofs). Peripheral layers must now justify their existence with distinct functions. Keep an eye out for Composability + Liquidity hubs in the long run"
X Link 2026-02-10T09:26Z [---] followers, [--] engagements

"Ethereum didnt abandon L2s. It reduced how many are economically necessary. Mainnet handles moderate scale. L2s handle extremes and special cases. Everything in between is being repriced. My take: architecture will drive valuation more than narratives as we mature"
X Link 2026-02-10T09:26Z [---] followers, [--] engagements

"Privacy is re-entering cryptos critical path and it's not optional anonymity but an infrastructure for real finance. @aztecnetwork is one of the clearest attempts to build this layer properly"
X Link 2026-02-16T03:41Z [---] followers, [--] engagements

"For VC investors: We shouldnt be pricing these like L1 network effect plays. Price them like clearing systems + exchanges. The main risk is feature commoditization by open stacks"
X Link 2026-02-16T10:08Z [---] followers, [--] engagements

"Back online after touching grass. Using X as a public research log. Itll probably be boring (thats intentional). Topics: settlement on/off-chain liquidity incentives compliance rails Follow to stay abreast with my notes experiments and most importantly slow thinking"
X Link 2026-02-07T06:15Z [---] followers, [----] engagements

"@artemis Worth sanity-checking the comparison. EtherFis $256 ARPU looks great largely because the base is 21k funded users. Wise does $83 ARPU across 13.4m users. Small-n high-intent crypto users scaled fintech consumers. Different stage different denominator"
X Link 2026-02-10T12:51Z [---] followers, [--] engagements

"@edwardmorra_btc Polymarket did drive fees to Polygon (recent 15-min markets helped generate $1.7M+ in chain fees this year) But this was just gas not protocol revenue sharing Polymarkets model was unfortunately not structured to accrue economic value for $POL so usage == token value"
X Link 2026-02-15T12:22Z [---] followers, [----] engagements

"@0xMarcB @edwardmorra_btc hey Marc Thanks for raising this up. I am definitely understating with the tweet limit. I do want to agree on the value accrual from the deflationary $POL with the surged activity by @Polymarket but if only there were something more direct eg rev share that went to buybacks"
X Link 2026-02-15T15:51Z [---] followers, [--] engagements

"Aztecs core bet: privacy must be programmable and composable. Not just shielded transfers. Private state + private contracts + public interoperability. Privacy as infrastructure not a feature"
X Link 2026-02-16T03:41Z [---] followers, [--] engagements

"@Zcash has definitely proven that privacy works cryptographically. But it struggled to make privacy default behavior at scale. Optional privacy weak network effects"
X Link 2026-02-16T03:41Z [---] followers, [--] engagements

"Zcashs lesson for builders: If privacy is opt-in most users wont use it. Liquidity wont follow. Economic gravity wins. @aztecnetwork is trying to avoid this trap"
X Link 2026-02-16T03:41Z [---] followers, [--] engagements

"Put together the structure looks like: Stablecoins (settlement) Strium (exchange + custody layer) ETFs / structured products (distribution) Thats vertical integration of digital finance"
X Link 2026-02-16T10:08Z [---] followers, [--] engagements

"This primitive fits Asias financial architecture. Asian markets favor: - Bank-led systems - Strong regulators - Platform coordination - Institutional trust Western public permissionless-first models struggle here"
X Link 2026-02-16T10:08Z [---] followers, [--] engagements

"Base case: if adoption works SBI captures: - Payment float - Trading fees - Custody revenue - Product margins - Data advantage"
X Link 2026-02-16T10:08Z [---] followers, [--] engagements

"Risk case: vertical stacks trade openness for speed. If innovation happens outside the walled garden liquidity and developers may fragment. History: closed systems scale fast then stagnate"
X Link 2026-02-16T10:08Z [---] followers, [--] engagements

"For protocol builders: If youre building institutional rails optimize for: - Compliance-native UX - Open APIs - Composable gateways - Permissionless proving/settlement edges"
X Link 2026-02-16T10:08Z [---] followers, [--] engagements

"SBIs move is about owning digital finance end-to-end. Stablecoins securities ETFs distribution. Its financial system design at its core. For builders and investors this is the architecture we are now competing with"
X Link 2026-02-16T10:08Z [---] followers, [--] engagements

"@Jadenonclouds @cryptohayesai @daosdotfun how traumatized are we to think that everything has an 'insider play'. LET IT RIP $hAIyez 🚀"
X Link 2024-12-13T14:41Z [---] followers, [---] engagements

"P.S. Im still using StraitsX at my own risk since the news in Nov Until $XSGD has more applications theres really not many options"
X Link 2023-01-02T11:02Z [---] followers, [--] engagements

"good job mr dopex 💎 always excited to see options being more adopted on #defi We're pleased to announce that we've completely reworked our documentation into a more updated and enjoyable format. We hope these will make our products easier to grasp. You can access the updated documentation at: https://t.co/eovmiBrnTR We're pleased to announce that we've completely reworked our documentation into a more updated and enjoyable format. We hope these will make our products easier to grasp. You can access the updated documentation at: https://t.co/eovmiBrnTR"
X Link 2023-03-25T15:40Z [---] followers, [---] engagements

"@wassielawyer @icunucmi lets help @zhusu get back his $GCB"
X Link 2023-04-08T15:22Z [---] followers, [--] engagements

"@MaplestoryU @BoredApeYC @OthersideMeta S KPQ trackers @@@@"
X Link 2023-05-23T11:34Z [---] followers, [--] engagements

"congrats @AndrewChoi5 - as a proud owner of @SuperNormal NFT Ive to say we have one of the best leaders in this industry paving the way for SuperNormal 🎉 Today we're featuring @SuperNormal the largest web3 metaverse brand in Korea. They've partnered with @SMTOWNGLOBAL to produce digital avatar collectibles and metaverse initiatives for K-pop fandom. Let's find out how @AndrewChoi5 & @zipcy88 built this empire in [---] years 👇🧵 https://t.co/8zwzDlQVNl Today we're featuring @SuperNormal the largest web3 metaverse brand in Korea. They've partnered with @SMTOWNGLOBAL to produce digital avatar"
X Link 2023-07-25T09:26Z [---] followers, [---] engagements

"@arcthecommunity @TerryCodes @solanium_io what a chad 👀 pushing ositivity"
X Link 2024-01-12T16:50Z [---] followers, [--] engagements

"thank you @arcthecommunity ive lost count of all the goodies ive gotten from these folks 🫶🏻 is this the hidden alpha for holding Stellar #88 🧧🧧🧧"
X Link 2024-02-16T16:16Z [---] followers, [---] engagements

"@ddskiwi Super Earth needs us 🫡"
X Link 2024-02-20T03:44Z [---] followers, [--] engagements

"Solana meme coins We've gotchu $SOL $SWEEP launching on @solanium_io 🚀 (as always DYOR - I may or may not be in it for the tech) 📣 We are getting closer to the end of the $SWEEP sale Last DAY to send $SOL to: xFoXGwmBau9pn7NDwWxadLAgsHKy3Hw69JGGv1cUNuY Like + RT + Tag [--] Friends + drop SOL wallet for airdrop https://t.co/4ZhsPbjwf0 https://twitter.com/SweeperOnSolana/status/1778340014998323391 📣 We are getting closer to the end of the $SWEEP sale Last DAY to send $SOL to: xFoXGwmBau9pn7NDwWxadLAgsHKy3Hw69JGGv1cUNuY Like + RT + Tag [--] Friends + drop SOL wallet for airdrop"
X Link 2024-04-11T08:34Z [---] followers, [---] engagements

"@Jadenonclouds ATH = All Time #hAIyez"
X Link 2024-12-12T21:10Z [---] followers, [--] engagements

"@OraclerAI $ORACLER to the moon 🚀 Dev please do something save us from the 🐻"
X Link 2025-03-10T06:10Z [---] followers, [---] engagements

"Trump is intentionally throwing the US into a recession 👌🏻 hammer the stubborn inflation we have seen for the past [--] years lower rates to issue the 7T in debt the fed needs to issue this year blame past administration and come in as the savior of the economy with expansionary policies Is there a possibility of going too far and not being able to reignite the economy If that does happen we better pray Mcdonalds is still around and hiring 🥲"
X Link 2025-03-10T18:21Z [---] followers, [---] engagements

"@OraclerAI @WatcherGuru probably temporary flight from fiat risk"
X Link 2025-05-07T05:55Z [---] followers, [--] engagements

"@TheDeFinvestor @Rocket_Pool @stakewise_io @staderlabs @redactedcartel don't sleep on @IncrementFi and their stFLOW too DeFi protocols on @flow_blockchain to note: @booleanxyz @MetapierFlow @BloctoApp https://x.com/incrementfi/status/1580576626563170306 1/ Surprise🤯🎉 Increment Liquid Staking Protocol (LSP) is now live on @flow_blockchain mainnet For the first time in history you can earn $flow staking rewards without locking funds. Check it here https://t.co/SPRCH9ftmy Features: a 🧵👇 https://t.co/eUyQzlUn5Q https://x.com/incrementfi/status/1580576626563170306 1/ Surprise🤯🎉 Increment"
X Link 2023-01-26T08:41Z [---] followers, [---] engagements

"Im always searching for stablecoin yield (capital protection is king) Stable yields are compressing for a boring reason: being downstream of USD policies. But we are far from being done. An efficient market will always pay its fees. We just have to find the right structure"
X Link 2026-02-07T07:04Z [---] followers, [--] engagements

"Borrowers are already stepping back (no one should leverage hard in this economy). Liquidity providers will probably react soon. And the system reprices quietly. So the question shifts: If base stable yields are compressing where do we seek more yield w/o directional risk"
X Link 2026-02-07T07:04Z [---] followers, [--] engagements

"We can actually do this with proper structuring. Avenue 1: cross-venue rate dispersion. Identical stablecoins earn different rates across money markets and DEX vaults. Rebalancing is operationally slow but spreads DO persist longer than you expect"
X Link 2026-02-07T07:04Z [---] followers, [--] engagements

"USDC might earn 2% on one lending venue and 4% on another. Gaps persist because moving size requires bridging gas and compliance ops. Slow capital = durable spreads"
X Link 2026-02-07T07:04Z [---] followers, [--] engagements

"Avenue 2: flow-driven liquidity. Stable pools serving CEX arbitrage or remittance corridors see steady volume. Even at low TVL fee APR stays positive because turnover is real. Usage incentives"
X Link 2026-02-07T07:04Z [---] followers, [--] engagements

"Avenue 3: operational yield. (This avenue is more for founders) DeFi protocols who optimize rails and minimizing idle float often recover [-----] bps annually. No extra risk. Just better plumbing"
X Link 2026-02-07T07:05Z [---] followers, [--] engagements

"Cross-Chain Treasury Management I have learnt/guided DeFi operators to: Hold liquidity on multiple L2s Route redemptions dynamically Pre-position capital We have seen more Ws predicting demand and avoiding emergency bridging. less bridge fees + delays +50bps"
X Link 2026-02-07T07:05Z [---] followers, [--] engagements

"Float Optimization I have also watched small changes compound for CEX operators. Excess float T-bill laddering Redemption buffers liquid cash Dynamic rebalancing less idle capital Keeping only 57% in idle cash [---] bps. All from a better balance-sheet design"
X Link 2026-02-07T07:05Z [---] followers, [--] engagements

"But when the flywheel loses its torque we might be in for a ride. Recent stress test: that NAV premium has compressed toward 1x When the market stops overpaying for BTC exposure equity issuance becomes dilutive instead of accretive"
X Link 2026-02-08T06:34Z [---] followers, [--] engagements

"This is a classic case of balance sheet working against its creator. Risk appetite has faded and now funding costs rise faster than asset values. $BTC premium dilution BTC/share confidence funding tightens"
X Link 2026-02-08T06:34Z [---] followers, [--] engagements

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