[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@capnjackbearow](/creator/twitter/capnjackbearow) "Proof of Liquidity is live Confused on what PoL is How it compares to PoS Coming at you with a whiteboarding session from the @LayerZero_Core offices explaining the basics" [X Link](https://x.com/capnjackbearow/status/1904212628546666553) [@capnjackbearow](/creator/x/capnjackbearow) 2025-03-24T16:44Z 14.8K followers, 42.4K engagements "The lion does not concern himself with where the yield comes from" [X Link](https://x.com/capnjackbearow/status/1980838677371900350) [@capnjackbearow](/creator/x/capnjackbearow) 2025-10-22T03:28Z 14.8K followers, 3799 engagements "You can loop $sUSDe on Bend for only XXXX% borrow rate (with $8m in liquidity available)" [X Link](https://x.com/capnjackbearow/status/1982818010642456912) [@capnjackbearow](/creator/x/capnjackbearow) 2025-10-27T14:33Z 14.8K followers, 3350 engagements "One of the hardest things for the Ostium model to overcome vs a CLOB/@hyperunit model is the passive LP overhead (lots of bad flow). In the past XX months if you were in their LP vault you only earned X% - barely beating RFR with a ton more risk. Passive LPs also took a large haircut on 10/10 due to the LP serving as the liquidity of last resort when other venues thinned out liquidity amidst volatility. The upside + potentially better UX for traders makes for downside on the passive LP which in turns makes it harder to scale the liquidity on the platform. Not unsolvable but definitely a" [X Link](https://x.com/capnjackbearow/status/1982931390648779217) [@capnjackbearow](/creator/x/capnjackbearow) 2025-10-27T22:04Z 14.8K followers, 13.4K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@capnjackbearow
"Proof of Liquidity is live Confused on what PoL is How it compares to PoS Coming at you with a whiteboarding session from the @LayerZero_Core offices explaining the basics"
X Link @capnjackbearow 2025-03-24T16:44Z 14.8K followers, 42.4K engagements
"The lion does not concern himself with where the yield comes from"
X Link @capnjackbearow 2025-10-22T03:28Z 14.8K followers, 3799 engagements
"You can loop $sUSDe on Bend for only XXXX% borrow rate (with $8m in liquidity available)"
X Link @capnjackbearow 2025-10-27T14:33Z 14.8K followers, 3350 engagements
"One of the hardest things for the Ostium model to overcome vs a CLOB/@hyperunit model is the passive LP overhead (lots of bad flow). In the past XX months if you were in their LP vault you only earned X% - barely beating RFR with a ton more risk. Passive LPs also took a large haircut on 10/10 due to the LP serving as the liquidity of last resort when other venues thinned out liquidity amidst volatility. The upside + potentially better UX for traders makes for downside on the passive LP which in turns makes it harder to scale the liquidity on the platform. Not unsolvable but definitely a"
X Link @capnjackbearow 2025-10-27T22:04Z 14.8K followers, 13.4K engagements
/creator/twitter::1012054435/posts