Dark | Light
[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.]

[@letsgetonchain](/creator/twitter/letsgetonchain)
"Every DeFi team should copy this @0xFluid just launched an all in one dashboard that covers all data that is relevant to track regarding the token as an investment decision. All under the $FLUID tab on their site. Here is what it shows"  
[X Link](https://x.com/letsgetonchain/status/1981020700757442697) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-22T15:31Z 2109 followers, 14.6K 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](https://x.com/letsgetonchain/status/1978868583439479134) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-16T17:00Z 2110 followers, XXX engagements


"1/ The first card gives a direct CTA to buy $FLUID routed through the most efficient venues. At the bottom you will find all links to third-party analytics dashboards around the Fluid protocol so you can dig deeper into independent metrics and reporting. When i discovered Fluid took me ages to find all these sources this is really helpful"  
[X Link](https://x.com/letsgetonchain/status/1981020705257840822) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-22T15:31Z 2109 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](https://x.com/letsgetonchain/status/1978370338174931100) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-15T08:00Z 2106 followers, 2050 engagements


"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](https://x.com/letsgetonchain/status/1978389201138667556) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-15T09:15Z 2109 followers, 14K 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](https://x.com/letsgetonchain/status/1978414572051607694) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-15T10:56Z 2108 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](https://x.com/letsgetonchain/status/1978453581922484669) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-15T13:31Z 2106 followers, 1009 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](https://x.com/letsgetonchain/status/1978767674743124258) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-16T10:19Z 2106 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](https://x.com/letsgetonchain/status/1978782111864611069) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-16T11:16Z 2108 followers, 12.2K engagements


"ok so prop AMMs like @Lifinity_io @SolFiAMM @humidifi_ etc. on Solana just concentrate liquidity around the latest oracle price and outbid competition based on their internal inventory. How is that better than what @angstromxyz or kyberflow by @KyberNetwork offer They are traditional AMMs but with mechanisms that prevent toxic flow and ensure LPs trade at the latest oracle price. The difference to prop amms is that liquidity stays pooled by many making it less likely that all liquidity gets pulled all of sudden. so it seems better for DeFi downstream dependencies plus it keeps access to"  
[X Link](https://x.com/letsgetonchain/status/1980385484821131555) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-20T21:27Z 2108 followers, 1504 engagements


"Yeah agree that most are delta netural which is what I meant by "risk tolerance in terms of hedging" As for adjusting curvature every second I'm not sure to what degree this is really a differentiator. I think like a strategy that simply keeps liquidity tightly concentrated around the off-chain "true" price and pulls liquidity based on some rules does not perform much different than these prop AMMs while requiring far less sophistication. Might be wrong just feel like active market making on traditional AMM is underexplored"  
[X Link](https://x.com/letsgetonchain/status/1980900608036024578) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-22T07:34Z 2108 followers, XX engagements


"@lurkaroundfind @yieldbasis are there numbers somewhere on btc exposure rebalancing costs"  
[X Link](https://x.com/letsgetonchain/status/1980904294716174413) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-22T07:49Z 2109 followers, XXX engagements


"5/ Next we get a really good overview of everything revenue related. You can filter revenue by source broken down by tokens. Currently revenue sources are Fluid protocol (money market + DEX) @jup_lend (Fluid's deployment on Solana) and Fluid Lite"  
[X Link](https://x.com/letsgetonchain/status/1981020719153635746) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-22T15:31Z 2109 followers, XXX engagements


"6/ There is also a DAO balance sheet overview showing all treasury holdings. $FLUID is the largest position followed by ETH. Yup Fluid is in the top XX ETH holders among DeFi treasuries see @SERdotxyz"  
[X Link](https://x.com/letsgetonchain/status/1981020723142434932) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-22T15:32Z 2108 followers, XXX engagements


"2/ The second card shows all the on-chain liquidity pools where $FLUID trades sorted by liquidity depth. Again this is a nice reconciliation of information that would take you longer to find otherwise"  
[X Link](https://x.com/letsgetonchain/status/1981020708147810793) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-22T15:31Z 2110 followers, XXX engagements


"3/ Then theres a market cap vs. FDV chart over time. Would love to see outstanding FDV added here 🙏 The difference between market cap and FDV tells very different stories depending on whether its: - still-vesting investor allocations or - DAO-owned tokens that can be used burned or redirected for growth. For Fluid its the latter which is why i use market cap when looking at Fluid from a valuation perspective"  
[X Link](https://x.com/letsgetonchain/status/1981020711616430423) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-22T15:31Z 2110 followers, XXX engagements


"@0xOptimus I guess this is only something for opinionated L2s or do you see this happening on L1"  
[X Link](https://x.com/letsgetonchain/status/1981058101559140390) [@letsgetonchain](/creator/x/letsgetonchain) 2025-10-22T18:00Z 2110 followers, XXX 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.]

@letsgetonchain "Every DeFi team should copy this @0xFluid just launched an all in one dashboard that covers all data that is relevant to track regarding the token as an investment decision. All under the $FLUID tab on their site. Here is what it shows"
X Link @letsgetonchain 2025-10-22T15:31Z 2109 followers, 14.6K 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 2110 followers, XXX engagements

"1/ The first card gives a direct CTA to buy $FLUID routed through the most efficient venues. At the bottom you will find all links to third-party analytics dashboards around the Fluid protocol so you can dig deeper into independent metrics and reporting. When i discovered Fluid took me ages to find all these sources this is really helpful"
X Link @letsgetonchain 2025-10-22T15:31Z 2109 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 2106 followers, 2050 engagements

"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 2109 followers, 14K 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 2108 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 2106 followers, 1009 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 2106 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 2108 followers, 12.2K engagements

"ok so prop AMMs like @Lifinity_io @SolFiAMM @humidifi_ etc. on Solana just concentrate liquidity around the latest oracle price and outbid competition based on their internal inventory. How is that better than what @angstromxyz or kyberflow by @KyberNetwork offer They are traditional AMMs but with mechanisms that prevent toxic flow and ensure LPs trade at the latest oracle price. The difference to prop amms is that liquidity stays pooled by many making it less likely that all liquidity gets pulled all of sudden. so it seems better for DeFi downstream dependencies plus it keeps access to"
X Link @letsgetonchain 2025-10-20T21:27Z 2108 followers, 1504 engagements

"Yeah agree that most are delta netural which is what I meant by "risk tolerance in terms of hedging" As for adjusting curvature every second I'm not sure to what degree this is really a differentiator. I think like a strategy that simply keeps liquidity tightly concentrated around the off-chain "true" price and pulls liquidity based on some rules does not perform much different than these prop AMMs while requiring far less sophistication. Might be wrong just feel like active market making on traditional AMM is underexplored"
X Link @letsgetonchain 2025-10-22T07:34Z 2108 followers, XX engagements

"@lurkaroundfind @yieldbasis are there numbers somewhere on btc exposure rebalancing costs"
X Link @letsgetonchain 2025-10-22T07:49Z 2109 followers, XXX engagements

"5/ Next we get a really good overview of everything revenue related. You can filter revenue by source broken down by tokens. Currently revenue sources are Fluid protocol (money market + DEX) @jup_lend (Fluid's deployment on Solana) and Fluid Lite"
X Link @letsgetonchain 2025-10-22T15:31Z 2109 followers, XXX engagements

"6/ There is also a DAO balance sheet overview showing all treasury holdings. $FLUID is the largest position followed by ETH. Yup Fluid is in the top XX ETH holders among DeFi treasuries see @SERdotxyz"
X Link @letsgetonchain 2025-10-22T15:32Z 2108 followers, XXX engagements

"2/ The second card shows all the on-chain liquidity pools where $FLUID trades sorted by liquidity depth. Again this is a nice reconciliation of information that would take you longer to find otherwise"
X Link @letsgetonchain 2025-10-22T15:31Z 2110 followers, XXX engagements

"3/ Then theres a market cap vs. FDV chart over time. Would love to see outstanding FDV added here 🙏 The difference between market cap and FDV tells very different stories depending on whether its: - still-vesting investor allocations or - DAO-owned tokens that can be used burned or redirected for growth. For Fluid its the latter which is why i use market cap when looking at Fluid from a valuation perspective"
X Link @letsgetonchain 2025-10-22T15:31Z 2110 followers, XXX engagements

"@0xOptimus I guess this is only something for opinionated L2s or do you see this happening on L1"
X Link @letsgetonchain 2025-10-22T18:00Z 2110 followers, XXX engagements

creator/twitter::1838923016744394752/posts
/creator/twitter::1838923016744394752/posts