Matthew Fisher (fisher)

has anyone seen new ideas for new AMMs to incentivize long-term LPs? Maybe a way to capture PoL rather than renting liq obv can utilize Points to some extent -ve & ve3,3 Curve benefitted from being 1st + great mkt env, but CRV+BAL trending towards $0 over time w/ inflation. Velo doing ok “bonding” is another

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@heroglyphs Phase 2 loading…

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Heroglyphs is ready to go…launching soon 🤫

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In need of warps

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Heard from multiple founders/VCs that almost all investors care about right now is shorter lockup duration. Valuations almost seem to be an afterthought. Investors want liquidity by Jan ‘25 and are asking for 6-12mo unlocks. 18mo is seen as too long. Short, but not surprising ~

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@barmstrong what advice would you give to newer DeFi protocols pre-PMF?

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Full 🏠 for our 2nd panel #ETHDenver https://i.imgur.com/w8vXz7R.jpg

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