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Tonyp

@tonyp

145 Following
46 Followers
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Tonyp
@tonyp
Slop’s the best we got.
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Tonyp
@tonyp
Anyone else find using USDC on here really annoying? Just let me use eth for everything.
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Tonyp
@tonyp
Yes pls
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@tonyp
A 30% tax on foreign holdings of securities would put a pretty big dent in non-US stablecoins. Maybe it will push them to hold tokenized tbills like BUIDL? https://x.com/michaeljmcnair/status/1894116170531574025?s=46&t=Gdg27M409WkRrOX1lGAlGQ
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@tonyp
0x613a8b0cfa275730cfa1da8179491FB476B7D4Ab
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GMonchain.eth
@gmonchain.eth
🚨 BREAKING: Celo Blockchain just launched a 50K $CELO drop for Farcaster users! We're hyped to collab with @celo on this mission. If you don’t have any $CELO yet to explore the chain — no worries, we got you. Like + recast + drop your Farcaster wallet address below 👇 We’ll send you some $CELO to get started. #GMOnchain #CELO #Farcaster
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Tonyp
@tonyp
It’d be useful for research, ya. Would it currently just show up as negative APY for vaults like morphs that socialize the bad debt?
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@tonyp
This is awesome. Do you track bad debt?
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@tonyp
Good morning, GMonchain! 🌀✨ Let’s start the day with positive vibes!
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Tonyp
@tonyp
What’s the pmf of the internet? When did we stop asking that?
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Tonyp
@tonyp
The “Chunnel Theory”. CeDeFi. https://morpho.org/blog/coinbase-launches-crypto-backed-loans-powered-by-morpho/ DeCeFi https://x.com/stripe/status/1920206272538030350 Inevitable
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Tonyp
@tonyp
Does anyone use a crypto-backed debit card? What do you like about it? What do you hate about it?
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Tonyp
@tonyp
Same reason they’re mad every day 📉
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@tonyp
It makes the LP/project relationship more transparent. In an old school pool 2, the incentives are for providing ETH but you have to provide both. In this model, you just provide ETH
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Tonyp
@tonyp
This is very cool https://x.com/aklamun/status/1918284282188988579?s=46&t=Gdg27M409WkRrOX1lGAlGQ
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Tonyp
@tonyp
This is incredible.
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@tonyp
Pendle is an amazing example of how a project can be focused, but also chase the current narrative. Amazing execution by them.
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@tonyp
Yeah. You could maybe see someone like Gauntlet adding senior tranches of LRTs to their Prime vault and creating a high-yield vault to take the junior tranches. 🤷 risk never disappears, but you can move it around.
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Tonyp
@tonyp
Another idea: You could front the Blue market with a tranching contract. Senior shares sacrifice some of their yield to the junior shares for taking the first loss. Given morpho socializes losses on bad debt liquidation, I think you could enforce the value of the shares on deposit/withdrawal
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@tonyp
Are you profit maxing or joy maxing?
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