LobsterDAO 🦞

16 Dec 2024 17:41

Please share it when you find something decent

LobsterDAO 🦞

16 Dec 2024 17:33

True, and that I know is a limitation of the research. I do have access to some of that data via associates, but not enough of them. I'll keep scouring

LobsterDAO 🦞

16 Dec 2024 17:20

Hey guys,

Can anyone point my in the direction of some comparative analysis/data from a lifespan on web3 communities from Inception to where they are now?

LobsterDAO 🦞

16 Dec 2024 16:57

should be gearbox :)

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 17:40

Interesting topic, would love to see some datapoints on this

LobsterDAO 🦞

16 Dec 2024 17:25

Would be hard to come buy, engagement would be measured using discord data, which is not public

LobsterDAO 🦞

16 Dec 2024 17:02

@amplice less BD work to do, we win

LobsterDAO 🦞

16 Dec 2024 16:53

andre commenting on polygon bridge stuff, interesting read

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.