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LobsterDAO 🦞

On eth specifically? Depth on Arb is usually better, gmx and hyperliquid obv. I actually don’t know what’s the leading perpdex on mainnet

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LobsterDAO 🦞

what's the marketplace for bribes for aerodrome?

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LobsterDAO 🦞

rn, it's: retailers could accept stables for years and still don't, it's a chicken and egg prob, ppl not gonna wanna use stables cuz they can get 2% cashback with visa. so the paying for things market in the western world isn't gonna change

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LobsterDAO 🦞

anyone done research on stable coins and have a thesis on it?, hearing a lot of yapping from SF, (2025 is gonna be the year of stable coins, bla bla), pls like so i can dm, will post a tldr maybe later

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LobsterDAO 🦞

https://x.com/RyanChow_DeFi/status/1875414459747070086?t=tnuuB3uIPjTvYj0992iv0A&s=19

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LobsterDAO 🦞

double-counting doesn't mean insolvency per se, but some might see it as misleading at least so might bring questions up about solvency or other things

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LobsterDAO 🦞

Yuppp. It all start with the 1800 BTC.

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LobsterDAO 🦞

> https://x.com/trackoor/status/1875249021838823450

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LobsterDAO 🦞

pretty interesting datapoints: https://x.com/whosknave/status/1875216410391253192

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LobsterDAO 🦞

I pushed a calculator live: https://x.com/bitfalls/status/1875209351465771054

No idea how accurate it is.

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LobsterDAO 🦞

playing with something inspired by this discussion, might release a calc if it'll seem reasonable... https://x.com/bitfalls/status/1875171965201506618

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LobsterDAO 🦞

same here, it is indeed working well, many ways to do "behaviour arbitrage" across Ethena universe

though one has to be mindful, we (USDe including) haven't seen the real bear market since 2021

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LobsterDAO 🦞

Normies do aconcagua (almost 7000m) all the time. needs a bit of preparation and a fitness level above the average CT / discord moderator.

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LobsterDAO 🦞

https://x.com/leptokurtic_/status/1875150367601881483?s=46

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LobsterDAO 🦞

Good story, but from my pro himalaya trekking history everything +5000m is very hardcore.

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LobsterDAO 🦞

ah you have to sign into the app to get the bribes

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LobsterDAO 🦞

Which prep on Ethereum has deepest liquidity?

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LobsterDAO 🦞

send your thesis plz, thx

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LobsterDAO 🦞

in all honesty, auditor is too odd of a word,
and auditors should be called founders.
because founders don't really find anything.
if they truly found something no one else did,
there would probably be no customers.

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LobsterDAO 🦞

The founder refuted his claims earlier today

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LobsterDAO 🦞

A bit confused on how they are trying to market themselves with these a slightly vague arguments. If TVL is double-counted, it doesn’t mean 1!=1. Doesn’t imply any insolvency, does it?

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LobsterDAO 🦞

Gearbox going to build on Ethena? 👀

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LobsterDAO 🦞

Hi everyone, Happy Friday! 🎉
I'm trying to understand the distribution of crypto investments, specifically the breakdown between retail and institutional investors. I thought this group might have some great insights or know of resources that could help.
Does anyone know where I can find data or reports on this? Any pointers would be much appreciated!

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LobsterDAO 🦞

Awesome, thanks. Matches my napkin math (got MNIST digits down to ~160kb, thought the cost would be about $2k

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LobsterDAO 🦞

if the chain choice isn't limited to ethereum/solana , you can look into wvm.dev — it's a data centric EVM L1 that uses Arweave for data permanence with self-DA: wvm.dev/calculator

An EIP-1559 tx input safe limit is 8-9MB (1 block/s; ~60 MBps data throughput), the chain also have data centric precompiles.

And soon we will release an EVM txs bundler (the first i guess (?) :D —calladata wise, given wvm's input limit) that allows you to bundle multiple data settling txs in a single eip-1559 tx, reducing overhead tx fee for frequent data settling, have a look: https://github.com/weaveVM/bundler

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LobsterDAO 🦞

it's still open question how everything will work once the crowd (majority of even normally savvy people) will get infected with the "bearish narrative"
+ fundign rates stay negative for extended period of time

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LobsterDAO 🦞

so bullish on Ethena rn 🔥

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LobsterDAO 🦞

Guy will save all my bags omfg

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LobsterDAO 🦞

may sound random but playing internet games gives you a sneak peak of this. After getting wildly rich in Runescape the game became pretty pointless. You just end up giving free money to newbs and battling other rich players for high stakes ego. It’s when you realise the fun bit is the chase

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LobsterDAO 🦞

Tbh i think his 6800m himalaya peak climb might be bs lmfao

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