Product @Deltaliquidity Founder @Diligencedao
Joined March 2021
- Tweets8K
- Following2.3K
- Followers3.5K
- Likes18.4K
TheVs retweeted
Who we are:
Delta Liquidity is a professional pooling project for Robinhood, combining market intelligence and advanced execution tools in one platform, purpose-built for liquidity providers.
Value to the ecosystem:
Delta attracts advanced LPs by helping them identify opportunities and deploy capital into actively traded tokens, driving deeper liquidity and more efficient markets.
Website: deltaliquidity.app/
TheVs retweeted
Looks like @PenguinSalesBot is no longer funded.
After the announcement of Abstract shutting down, it went from posting sales in real time to one daily summary. And now it’s completely dead.
Is Pudgy Penguins really having such money problems that they can’t afford to keep a sales bot running?
Meanwhile, people are expecting them to announce rewards for Abstract farmers.
A simple bot like this should cost no more than $50 a month to run.
What kind of financial situation are we talking about here? 🤔
TheVs retweeted
LP chads like @TheVsCrypto is cooking on coins like robinhood:0x94641b97010608c3827fb058074889f19868ff33 using robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791.
The reason why I’m so bullish on @deltaliquidity is because the team, like TheVs, are actually great at short term LPing.
Delta gonna dominate the trenches imo, and it’s the way I gain exposure without ever having to active LP or trench LP.
Not to mention there will be hundreds of runners over a course of a bull run.
80% of rev goes to buyback and burn.
Most will fade and get sidelined.
Delta mode.
TheVs retweeted
This is what LPing on Delta looks like in practice.
@krisquant put $5,944 into a wide $DUKE bid-ask.
Price went through most of the range, then bounced.
+9.11%/+$541, with $555 in fees.
Full trade ↓
TheVs retweeted
You don't have to trade every memecoin.
Sometimes the trade is providing liquidity.
market's down, but LPs are still printing fees.
just closed my 2-day $CME position on @deltaliquidity
opened a wide one-sided bid-ask from 14M down to 2.7M mcap. sat in a small loss near the bottom of the range for a while, then token broke out today and I closed it for +$6K
biggest LP lesson imo: only LP coins you'd actually be fine holding through a drawdown
if you can't sit through the drawdown, it's probably either not a coin you want to LP or your position is too big
TheVs retweeted
Here's why I am very bullish robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791 even though the chart is down right now.
> Delta shapes Uniswap LPs into DLMM shapes like Bid/Ask and Curve.
> This is really great for high-volume pairs because it gives us more flexibility as LPs.
> For example, Bid/Ask LPs work really well for higher-risk high-volatility tokens. That's why a lot of people use Meteora to farm new coins on Solana.
> Because they're built on top of Uniswap, they don't need to attract their own liquidity or volume. They can just focus on UX/UI.
> Contract audited by Sherlock.
> Strong team that knows how to DLMM profitably.
> Great products are often built by people who are trying to solve their own problems.
> Already has initial product-market fit.
> At just $5,638 daily rev, that's ~$2m per year.
> That's not even their peak daily revenue. Robinhood chain activity will only grow from here into the bull run.
> They're buying back and buring robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791 with 80% of their revenue.
> 0.432% of supply burned already. This will only accelerate.
> Buybacks have an outsized impact on lower-market-cap coins. See robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 and $STONK.
> Recently hired two new devs to accelerate development.
> Launched on PONS. Free marketing when they pump.
> A lot of people are still fading it because they don't understand how bullish this is.
> Potential to be a multi-chain protocol. They can just deploy on chains that Uniswap is doing the best on.
> Not a meme and trading so cheaply. It has staying power, which is great for longer-term LPs like me.
I could always be wrong but I think this will age quite well.
gDelta.
TheVs retweeted
Robinhood Chain is bringing tokenized stocks and RWAs onchain. Those markets need liquidity.
@DeltaLiquidity is building the LP infrastructure behind them, making concentrated liquidity easier to deploy and manage.
Sherlock recently completed a collaborative audit of Delta ↓
TheVs retweeted
RHC's @deltaliquidity announces buy-back & burn with the now 7.5% cut on your fees earned, tying protocol activity to its token.
Glad I am 1 of the LPs who got to take a (small) portion of the 1st $1m in fees generated on this protocol.
Yes it's a layer on top of uniswap, but it works. +70% ROI on my 1st week using it.
Not saying buy it - just commenting & sharing. Used it, it works, it's profitable but early still too.
Prob miss-understood in the last run up (it's not yet a parallel to Meteora - they don't have their own pools yet).
But with current AI models, who knows how much and how quickly a small team like this can build complicated LP products that just a few months ago seemed impossible for anyone to do with 2-3 people.
TheVs retweeted
Underneath the trading, a settlement base is forming: stablecoin supply ~$868M (+15.8% in 7 days), rising lending TVL, ~$197M in RWA market cap. Early primitives are building on it, like @deltaliquidity, offering concentrated-liquidity ladders and fee routing, a Robinhood-Chain analogue to Solana's Meteora.
TheVs retweeted
Users on $DELTA have generated $500k providing liquidity within the last 24hrs...
That means, if @deltaliquidity had just a 5% take rate (Low), they would be generating:
- $25k per day
- $175k per week
- $700,000 monthly
- $8.4M PER YEAR!
IN REVENUE!
And that's if growth stayed flat!
Do you think growth will remain flat on the fastest growing chains fastest growing protocol?
Once this fee switch turns on, and the tokenomics are released... Game over. I challenge you to think ahead on this trade, position where the puck is going, not where it sits today.
TheVs retweeted
Robinhood is leading this cycle.
Thankful for having @vladtenev step in to bring builders back to EVM and save onchain.
TheVs retweeted
Today, the Delta website experienced a DDoS attack originating from a malicious third party, which resulted in a brief interruption to website access.
Our team was alerted quickly, in part through reports from active community members, and immediately took the necessary steps to identify, contain, and resolve the issue. Website functionality was restored promptly and securely.
Importantly, there was no impact to Delta’s smart contracts or on-chain functionality. All contract operations and underlying technical systems continued to operate as intended throughout the incident.
We believe in being transparent with our community, particularly when it comes to security. Keeping our users informed when incidents occur is a responsibility we take seriously, and we will continue to communicate openly as we work to strengthen the platform.
As part of our ongoing efforts, we are actively working with a leading security firm to audit Delta’s codebase. We have also implemented additional proactive measures to strengthen our infrastructure and mitigate the risk of similar disruptions in the future.
Building Delta is an ongoing commitment, and we will continue investing in the systems, audits, and safeguards necessary to protect Delta and its users.
