14355
The lair of insanity
P.s. don't open with loud volume in public spaces 😒
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https://x.com/yieldsandmore/status/1985571764441579649
The house of sand that DeFi was built on top of was just exposed by xUSD.
We didn't learn anything from 2021. Just repackaged it differently.
https://x.com/StreamDefi/status/1985556360507822093?s=19
Unintended consequences of 10/10.
Your stable yield farms were caught offside and got rekt in the "safe perp dex arbitrage farm"
https://x.com/szjcapital/status/1985502958373781617?s=19
CT finding out about debt seniority and waterfall liquidation in real time.
😭
QCP: Bitcoin fell from $110K to $107K in early October due to profit-taking by early holders, marking the first “red October” since 2018. Despite heavy selling pressure of over 400,000 BTC, Bitcoin held above $100K. This pause could signal either a calm before a new rally or the start of a crypto winter
wtf QCP.
"Number could go up or number could go down"
https://x.com/AggrNews/status/1985256115953676311
defi is not completely safu
https://x.com/cryptoking537/status/1984696145021714926?s=19
Ourbit was fun and all but Jesus Christ time to get off it
2nd last month of the year. Tick tock
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Coinbase outperformed estimates. But it'll be interesting to see what's under the hood
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need more despair across the group chats first
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You can easily do decently yields with usde / carrot but we have to play stupid games like this
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https://x.com/faxonchain/status/1982545009048994136
Something new?
My man sealteamsixnine killing it out there
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https://x.com/DarkCryptoLord/status/1977975402342838646
Something to think about over the next few weeks
https://x.com/PeapodsFinance/status/1985357404062539841
DeFi getting the short end of the stick
Farming stables is akin to parking your stables into an opaque money market fund. You better figure out where the yield comes from and what experience the team has. Particularly on risk management.
And then add in a premium for protocol security risk.
If you're farming something through another protocol, then you better account for counterparty risk for both protocols.
yo i didnt know CS streamers were so down bad.
stewie2k outed as a scammer?
https://www.youtube.com/watch?v=xCiVDsPwS1k
We're at the part of the cycle where fund managers beef with other fund managers
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Cleaning things up -
> Deleting chat since I haven't really used it since 2023.
>Will be back to long for research posting soon (bear market arc)
>Continue to post thoughts on market
>Shitposts will continue
Have been fortunate to grow port from low 5 figs to mid 7 figs but portfolio took a hit in October (no leverage thankfully). Able to continue to build but will focus on compounding (degentrading good advice).
No more sprints, time to run the long marathon.
Portfolio construction following previous thoughts around
+ current cycle ending
+ keeping wins to build portfolio through the next decade
+ now is time to size down and be nimble in trades
^ should have done it a month earlier (september) but lessons learnt there.
https://x.com/QwQiao/status/1984577185194050043
if you've made something this year, would be smart to take some off the table in case we've really topped.
dont need to be full cash, but having cash to bid in future is good.
2nd cycle is for us to keep chips that we've made by taking them off the table. 1st cycle is for us to lose it all and learn 😭
Took a stab at corn. 106,678.
Third tap this month.
If q4 chop still intact this should be near range lows.
https://x.com/0xngmi/status/1983668823921455111?s=19
Llama out here massacring poor humans
https://x.com/Rainmaker1973/status/1983345540105675057?s=19
Accurate representation
trump media prediction (scam) markets woohoo
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https://x.com/Schlagonia/status/1982886179163791674?s=19
Gets better.
https://x.com/Togbe0x/status/1982551032053051738?s=19
This is the type of defi Jenga I'm here for.
Going to watch this on the sidelines.
Remember. The later we are into the cycle the more of these will appear to prop up tvl.