Monteluna

@monteluna

732 Following

787 Followers

Monteluna pfp

"Tether would be a $130 trillion dollar company." https://youtu.be/49Mos7V5rMU?si=6LW3iUDrGCcLiF51

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Sarah Shtylman pfp

Fannie and Freddie ordered to consider crypto assets to facilitate mortgage lending, but only if the assets are held with a US regulated exchange (not assets held in self custody). This is a step in the right direction, but the biggest winners from this will be the centralized / regulated FIs.

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MJC pfp

i was listening to a spaces last night with a bunch of nyc local electoral politics analysts/reporters mamdani sitting at about 40% on polymarket right before the 9pm close general sentiment on the space is that he's a slight underdog 9pm close, data starts to hit, mamdani immediately jumps to 75-80% it takes these guys 10-12 minutes of manual model work to arrive at "slight edge to mamdani" at which point polymarket is already pushing 90% random thoughts: 1) i knew we were early but didn't think we were this early 2) prediction markets should be renamed to information markets. they're more about pricing available information than predicting events, which seems like a trivial distinction but is something that might help explain their significance 3) what a privilege it is to work everyday in an industry at the frontier of knowledge and technology

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Procoin pfp

For those asking, $PRO plays a central role as a liquidity pair in the protocol All trades go through PRO

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0xdesigner pfp

Introducing Cluelessly: the app for vibe coders that don't know what the fuck they're doing.

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anoncast pfp

are the anons shilling tokens bringing us an audience? are the washed-out celebrity grifters bringing us an audience? are the vulture capitalists bringing us an audience? are the cabals bringing us an audience? watch what happens when the money printer turns on again you're all going to forget this.

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Velodrome pfp

New Launch Alert: $WBTC on Unichain WBTC has adopted Layer Zero's OFT Standard, allowing faster bridging between chains. WBTC is now available to trade and LP on Velodrome, paired with WETH & USDT0 Emissions are flowing 🚴‍♂️

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aerique pfp

Holy shit. https://m.youtube.com/watch?v=hxxcEzM8r-4

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Monteluna pfp

Aerodrome is right there. Just do CLAMM.

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Monteluna pfp

Yup this is a major issue. I shill Berachain all the time, but if I could point to a single issue, they don't do a great job of discovery or have any sort of asset to help clearly showcase projects and vaults. They also spend a bit too much time accepting brainrot marketing instead of actual defi explanations. Many of the projects are just nft or call options on memecoins if you actually look at the mechanisms of the after top 10 projects. The top 10 though are stuff like Kodiak and Beraborrow that have a use case, but low liquidity. I'm waiting for them to find a major partner to realize they could own a significant stake here and drive their portcos to the chain. I look at Sony for example. Sony would have been better off spending a fraction of their resources buying into berachain than deploying their own low liquidity chain. Sometimes its easier to buy and not build, and that fraction would have built a significant stake in berachain. The team and chain is only 3 months old though. Still very early.

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Monteluna pfp

Sustainability is always relative. For 2, if you're raising funds, you have cash available for marketing. As well you typically structure some kind of airdrop. What teams in berachain do is typically structure a deal where instead of airdrops, they work with a validator to push streaming rewards to the validator, then the validator pushes some BGT emissions back to your project vault. This is more sustainable to me to stream rewards versus an airdrop which is typically gamed and botted to all hell. For 3, you are in charge of some amount of funds, so it does make strategic sense to buy into some kind of protocol rather than spend marketing budget, and technically your portco airdropping into mercenary capital. I'm honestly shocked seeing some $10M gamefis try to make their own L2 or L1, rather than just take development costs and buy a validator in berachain, then boost their own game ecosystem vaults. There at least you have the option of BERA upside. Granted if you did that so far you lost some money, but the R/R right now is better than it was 3 months ago. Nfa dyor.

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basil (propagation arc) pfp

basil (propagation arc)

as a self-described flywheel maxi, i’m encouraged by the recent wave of discussion & experimentation. one glance at token performance over the last two cycles makes the gap clear: without working flywheels, valuations in smaller ecosystems, such as farcaster, can’t hold for long flywheels don’t matter much in periods of disconnected exuberance; hype & fomo push prices to frothy highs, only to collapse just as quickly. when that air comes out, a functioning flywheel keeps your token valuation from falling 95%. without one—or at least a credible plan to build one—liquidity migration is incentivized elsewhere & the token is dismissed as intrinsically worthless, only good for short-term trading in time euphoria flywheels aren’t magic. they won’t spike your chart like a well-timed memecoin, but they will support a more reasonable floor once the tourists leave. investors who understand the mechanism accumulate on dips because they expect the wheel to repay them over time. you’re effectively buying loyalty & creating a race toward deeper alignment among your biggest supporters getting a wheel spinning usually requires two ingredients: distribution & recurring revenue. without users, the wheel never gains momentum; without steady revenue, it can’t complete a full cycle back to step one that raises a practical question for farcaster projects: how do you secure distribution in a relatively small network? unless you have 20k twitter followers, or an exclusive with a major dex or big partner, the most reliable path is alignment with existing ecosystem leaders once distribution is in place, you can iterate—talk to users, integrate the token into the product, identify pain points, and refine mimetic growth loops when the numbers work, you flip the switch on revenue. model cash flows: how much covers six months? two years? can excess be reinvested into product & token buybacks or burns? then work to stabilize that revenue—subscriptions, gamification, anything that anchors predictable monthly inflows finally, the wheel can now compound: holders become users, users become revenue, revenue rewards loyalists & grows the holder base, and the cycle accelerates

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mide (aka fraye) pfp

mide (aka fraye)

The hunt for bots is open! Some users in the Gold League leaderboard seem to be quite sus 👀. It's time to clean up and do some justice. We will use the @neynar's score as a first constraint on whether a farmer is a bot or not. Stay tuned - we're going hunting 😤

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Shaw pfp

@shawmakesmagic

I announced Eliza more than two years ago Changed a lot, but also stayed the same in many ways

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cyrus pfp

We went bioprospecting by the sea.

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Monteluna pfp

I do agree, it's actually hard to get a good metric on the impermanent loss, but the key point is the IL is in general always less worse than holding spot tokens in dollar terms. CLAMMs act as a volatility dampener and should be treated like writing Puts. It's a great way to expose yourself to some of these tokens without taking on a huge amount of risk. It also might be worth taking a look at revert.finance and seeing their toolkits for CLAMM management. They also have autoharvesting and automations for CLAMMs when specific price points are hit.

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Monteluna pfp

I feel like most people don't get proof of liquidity with Berachain and why it's a great option for DeFi users, teams, and investors. This is a great long form overview. I would say a tl;dr - 1. If you're a DeFi user looking for yield, you can supply capital here and earn not only fee yield but stake in an L1 directly that gives you equity in future fees earned by the chain. OP and ARB don't do this, and Base doesn't even have a token. Rewards are distributed every second so you don't have to wait and be promised an airdrop which can never happen. Some options include Beraborrow, Infrared, or any of the existing pools in the main Hub, which is the protocol's native Dex. 2. If you're a project, by launching on Berachain it allows you to optimize your liquidity and marketing spend. You don't have to airdrop, but you can work with an existing validator to reward your project with BGT emissions while you DCA rewards over time in incentives. 3. If you're an investor, Berachain is going through a Curve Wars where a few local cartels are buying up Berachain LSDs and driving rewards to their portcos. For less than $10M, you can buy up a fairly reasonable stake of Berachain and create your own validator to drive rewards to projects you own and help boost usage in your own portfolio companies. If you have less than $10M, you can join an existing cartel (Berapaw, Infrared) by buying one of the existing LSDs and likely pushing yield to your own portcos via governance. https://www.youtube.com/watch?v=csdc3opDR7I&

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Evan Solomon pfp

Gabe is the perfect case study for why Farcaster matters. Thirteen days ago, we onboarded him through the MBC student program. Gabe had zero crypto experience — he's a content creator, real estate broker, and founder of Prays Studios, a clothing brand. Fast forward to his first week on Farcaster: 500+ followers #5 on the weekly leaderboard $350 USDC airdrop — his first crypto ever Yesterday, he sent me a Basescan link with $10 USDC as a thank you. I didn’t even know he knew what Basescan was. Farcaster gives anyone the tools to build, grow, and earn, fast. https://farcaster.xyz/gabeeinhorn/0x270a230a

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Geoff Golberg pfp

Cooking up a solution that provides projects with the most comprehensive toolkit for determining which FC accounts should be on their airdrop lists Includes various 3rd party data sources (@neynar, @quotient, @openrank) Eliminate low-quality accounts, minimize "waste" https://farcaster.xyz/geoffgolberg/0x0301d241

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Monteluna pfp

It's probably a Thinkpad + Debian. I hope 😅

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