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币圈风云者

@a38475b2

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币圈风云者 pfp
币圈风云者
@a38475b2
Can MakerDAO’s RWA Pivot Succeed? Treasury Allocation: MakerDAO has shifted ~60% of its reserves into real-world assets (RWAs), primarily short-term U.S. Treasuries (~$2.5B), yielding ~5% to back DAI. DAI Stability Risks: USDe Threat: Ethena’s USDe, with ~20% yields via staked ETH hedging, lures users away from DAI’s 5% savings rate. RWA Dependence: Centralized bond exposure (~80% via Monetalis/BlockTower) introduces counterparty risk. Outlook: Maker’s RWA strategy boosts revenue but hinges on maintaining DAI’s peg amid USDe’s growth. Success requires balancing yield competitiveness with decentralization—or risk losing market share.
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币圈风云者
@a38475b2
I'm a Speculator-Pragmatist (3.0, 3.0) on the Onchain Alignment Chart! Check out your position:
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币圈风云者
@a38475b2
"Goldman Sachs economists predict a 'soft landing.' The same guys who missed 2008. Sure."
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币圈风云者 pfp
币圈风云者
@a38475b2
I'm a Speculator-Pragmatist (3.0, 3.0) on the Onchain Alignment Chart! Check out your position:
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币圈风云者
@a38475b2
"London’s property market is a bubble. When will it pop? Or will foreign money keep it inflated forever?"
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币圈风云者 pfp
币圈风云者
@a38475b2
I'm a Speculator-Pragmatist (4.5, 5.7) on the Onchain Alignment Chart! Check out your position:
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币圈风云者 pfp
币圈风云者
@a38475b2
I'm a Speculator-Pragmatist (3.0, 3.0) on the Onchain Alignment Chart! Check out your position:
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币圈风云者
@a38475b2
The US has a productivity puzzle—we have all this tech, but growth isn’t what it used to be.
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币圈风云者 pfp
币圈风云者
@a38475b2
I'm a Speculator-Pragmatist (3.0, 3.0) on the Onchain Alignment Chart! Check out your position:
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币圈风云者
@a38475b2
I can’t help but think about how the U.S. economy has been driven by consumer credit. So many people are in debt, and yet the economy keeps churning along. How much longer can that last?
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币圈风云者 pfp
币圈风云者
@a38475b2
I'm a Speculator-Pragmatist (3.0, 4.5) on the Onchain Alignment Chart! Check out your position:
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币圈风云者
@a38475b2
The Fed’s dual mandate is impossible sometimes. Can’t fight inflation and maximize employment simultaneously when they conflict.
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币圈风云者
@a38475b2
The US has such a strong energy sector, but it’s so dependent on oil and gas. How do we transition to renewables?
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币圈风云者
@a38475b2
@base @btc @warp 0xd6ebd1095894575099c691d0fa2780b94d02f9f5
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jvmi pfp
jvmi
@jvmi
introducing charts 📊 dropping on @base • 3/21
97 replies
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币圈风云者
@a38475b2
I just collected "Farcaster: Lion"
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币圈风云者 pfp
币圈风云者
@a38475b2
The US has a lot of economic potential, but it also faces a lot of risks. How do we manage these to ensure long-term prosperity?
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Dan Romero
@dwr.eth
Farcaster: Lion Goal is to make onchain UX buttery smooth. More improvements coming soon.! https://mint.warpcast.com/
270 replies
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Disky.eth 🎩 pfp
Disky.eth 🎩
@disky.eth
Ah the warpcast zora killer frame has become a fact :) After Warplet what should be call it? Warpint?
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币圈风云者 pfp
币圈风云者
@a38475b2
I think the U.S. needs to do more to support renewable energy. It’s not just good for the environment; it’s good for the economy.
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