LobsterDAO 🦞

16 Dec 2024 16:53

https://governance.aave.com/t/arfc-adjust-risk-parameters-for-aave-v2-and-v3-on-polygon/20211/6

LobsterDAO 🦞

16 Dec 2024 16:23

I mean they betrayed the initial goal of superpool - saving on the gas fees🤣

LobsterDAO 🦞

16 Dec 2024 16:07

funny thing - withdrawal from superpool streak USDC on arb has 30% slippage... (Superform)
they promised to lower the fees by using superpool and rugging the users with 30% slippage

LobsterDAO 🦞

16 Dec 2024 16:04

feels inevitable given fragmentation at protocol / chain / dapp layer, but also feels like a bit of a mess rn

LobsterDAO 🦞

16 Dec 2024 16:00

It's basically the opposite of Fat Protocol Thesis

LobsterDAO 🦞

16 Dec 2024 15:59

@ivangbi i am looking into fat account thesis, seen a delphi report and your tweets but anyone else writing about this lately?

LobsterDAO 🦞

16 Dec 2024 14:45

your pfp triggers me

LobsterDAO 🦞

16 Dec 2024 14:36

it's about ape in a protocol that has no concept of safeguarding user funds

LobsterDAO 🦞

16 Dec 2024 14:36

it's not about competitor

LobsterDAO 🦞

16 Dec 2024 14:31

Morpho has to deploy on Polygon to fill the gap then

LobsterDAO 🦞

16 Dec 2024 14:31

Marc's reaction proposal kinda fully makes sense here

LobsterDAO 🦞

16 Dec 2024 13:16

and thus it is an opt in

LobsterDAO 🦞

16 Dec 2024 13:15

That's cool. Is RuneMine. com $MINE the one with the only pumpfun on bitcoin?

LobsterDAO 🦞

16 Dec 2024 13:15

but yes understood on your point here

LobsterDAO 🦞

16 Dec 2024 13:12

This is a completely different proposal from gnosis saving the user‘s dai on eth to the dsr of the maker. Depositing the dai of the gnosis bridge user to the maker is a risk-free benefit, because holding the bridge of dai itself has assumed the risk of the maker protocol vulnerability, which is not gnosis imposed on the user, and does not add additional risks. The behavior of gnosis is completely problem-free and meaningful.

LobsterDAO 🦞

16 Dec 2024 16:36

We have fat app and fat protocol. Does it apply to NFT scenario?

LobsterDAO 🦞

16 Dec 2024 16:17

Photon,bullx etc, are printing more than this with fat bot thesis. I guess it pays to not work on EVM 😭

LobsterDAO 🦞

16 Dec 2024 16:05

The Aave / Polygon debacle would like to have a word

LobsterDAO 🦞

16 Dec 2024 16:00

Where the value resides, who controls the user, etc.

LobsterDAO 🦞

16 Dec 2024 16:00

SAFE is essentially Fat Account Thesis

LobsterDAO 🦞

16 Dec 2024 14:51

Sorry deleted, brain worked

LobsterDAO 🦞

16 Dec 2024 14:38

Could you make a governance proposal to raise the cap of Base USDC to 300M I think it should have more or same cap of Arbitrum markets

LobsterDAO 🦞

16 Dec 2024 14:36

would have been fine with sDAI or stETH

LobsterDAO 🦞

16 Dec 2024 14:35

Whom should I tell if I want to suggest raising supply cap for AAVE as you could see on Base markets most of them are full now ( for USDC market though )

LobsterDAO 🦞

16 Dec 2024 14:31

If part of the capital came to the eco because aave is there, but now that money is given to their competitor, well... goodbye

LobsterDAO 🦞

16 Dec 2024 13:19

All yield generated by the above will be directed to a new Polygon Ecosystem Incentives program managed by Yearn. Yearn will create 3 Polygon Ecosystem Vaults (for USDC, USDT and DAI) whose deposits will be deployed across Polygon PoS and AggLayer DeFi. The yield earned from the Morpho Markets and sUSDS strategy will be used to reward depositors of these new Polygon Ecosystem Yearn Vaults.

LobsterDAO 🦞

16 Dec 2024 13:16

my question for this ultimately is where the profit goes

as data says, the gnosis case, the users earn the yield

LobsterDAO 🦞

16 Dec 2024 13:15

would generally say yes

LobsterDAO 🦞

16 Dec 2024 13:15

i guess a small marginal difference of dai vs. USDS :)

LobsterDAO 🦞

16 Dec 2024 13:12

yes - and L2beat id love to see actually weight this as the heaviest part of the "how decentralized is this L2"