Octavio

@octavionotpunk

53 Following

41 Followers

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@octavionotpunk

If you do not have time to follow all the DeFi narratives, I recommend to read my weekly wrap-up. It gives an overview on: 1. Market statistics per DeFi verticals: liquid staking, yield LP, lending etc. 2. A weekly deep-dive 3. Exclusive interview with a DeFi OG: Martin from Mountain protocol this week

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@octavionotpunk

I felt the 'ah-ha' moment when Emre told me how @parabol would suceed in the future. I've been looking ar the tokenised tbills markets for 18 months and Parabol is genuinely innovative

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@octavionotpunk

Feeling blessed this morning 😍 Pure DeFi Facts on a weekly basis ▶️ https://notrisk.substack.com/ ◀️

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@octavionotpunk

Liquid restaking ecosystem on top of Eigenlayer is already packed. Who'll stand out in this market ?

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@octavionotpunk

I'm really impressed by how the liquid restaking vertical took off in no time, while RWA protocols adoption pace is far slower. It shows how building on existing financial system is full of friction

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@octavionotpunk

The domination of the LST market by @lidofinance. Second to come and more than 75% market shares today Dashboard on @flipside : https://flipsidecrypto.xyz/octavionotpunk/liquid-staking-overview-sfWAHq

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@octavionotpunk

There are 20+ liquid restaking protocols on top of Eigenlayer now Do we know how they will allocate their funds between AVS or is it too soon to ask?

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@octavionotpunk

Come check my LRT dashboard on @flipside and monitor the $1.6B deposited into liquid restaking protocols in the last three months ➡️ https://flipsidecrypto.xyz/octavionotpunk/lrt-wars-lrt-wars-_1TOPl

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@octavionotpunk

"What do you want ser? I can propose you USDC, USDCbC, USDC+ or others of USDC"

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@octavionotpunk

I don't want to chill Gnosis chain, but Gnosis is pretty cool. Epsilonesque fees, nice (but too few) projects on it. The best opportunity is sDAI yielding 7% instead of 5% as DAI held in the ETH-GNO brige is captured by sDAI holders.

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@octavionotpunk

I'm actively searching for consistent papers or talks regarding how to monitor restaking risks (slashing, cost of corruption, concentration) If you have something in mind, please send it to me

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