Let’s gooooo

I feel that Web3 is one of the most interesting industries. Evolving, Building and Learning.

A lot of frens asking why I’ve been quiet on here lately… Fam, I’m just busy cooking. 🧑‍🍳🔥 If you don’t see my tweets, it usually means something big is coming. Stay tuned 👀

The tension between Retail users and Power users I know a lot of protocol care about TVL and their whale users more than retail, but i would alway stand the retail side. And here is why: Back when I worked in traditional finance, one key IPO checklist item was checking customer concentration. If a company relied too heavily on just 1-2 clients, it was a red flag. And I actually think this complies the same to DeFi. 1/ If a protocol’s liquidity or activity is dominated by a few whales, it means loosing 1 or 2 would destroy the liquidity and flow of the entire protocol. Protocols twill face exit pressure. While retail brings resilience through user distribution. 2/ Concentration = manipulation risk. A whale can single-handedly affect governance, vote outcomes, or even manipulate LPs and rewards. Retail minimizes this risk via decentralization of power. 3/ Over-reliance on whales might also mean the product doesn't have real market appeal. It’s not product-led growth, but more of “relationship-led” capital. 4/ If a product only attracts power users, it often becomes a race to the bottom on incentives. Everyone in the same lane is fighting for the same TVL — which means more emissions, higher costs, and no sustainable growth. 5/ Web3 is different — your retail today could be your whales tomorrow. Therefore i think building with retail would always be my take, loving my community and shaping our product to serve the real needs of the many.

Many ask why @lista_dao continues to grow post-TGE. To me, it comes down to two things: deep product moat and clear market vision — both built around real user needs. Let me explain. 1️⃣ Product Moat: @lista_dao slisBNB and clisBNB, the only two DeFi BNB with Launchpool access 🔸slisBNB and clisBNB are the only DeFi-native BNB credential accepted by @binance for Launchpool rewards. 🔸This is the cornerstone of BNBFi — an institutional-level integration that gives DeFi BNB real CeFi-level utility. (@Aster_DEX asBNB is a form or restaking on top of slisBNB) 🔸Many products are built-on slisBNB for example solvBTC.BNB from @SolvProtocol and PT,YT-clisBNB from @pendle_fi, this means slisBNB/clisBNB is not just a token. It’s the infrastructure layer others are building on. 2️⃣ Vision and Timing: The @worldlibertyfi x @lista_dao Partnership While the entire market was watching USD1 rise, Lista acted early. USD1 was integrated across ALL products: 🔸CDP 🔸Lending (USD1 vault with multiple markets) 🔸LP (lisUSD/USD1) And even unlocking USD1 to access @binance launchpools though the USD1/BNB lending market. 3️⃣ Lista Lending: Open, advanced and secure P2P lending When we launched Lista Lending, it wasn’t just another lending market — it was a direct response to an obvious market gap. On @BNBCHAIN, most lending protocols were either: Pool to Pool models or Inefficient for borrowing. The team saw it and built it, now leading to 974 Million in TVL by itself, hitting perfect product-market fit. 🔸Lista Lending enables: - Isolated vaults with custom Lending markets and parameters (USDT, BNB, USD1, BTCB) - Broad collateral support (ETH, slisBNB, PT-assets, solvBTC, etc.) - Borrowing rates under 1% — ideal for farming, hedging, and looping 🔸And more importantly, we built the rails for native BNBFi capital strategies: Loop slisBNB → borrow BNB → mint clisBNB → delegate to Launchpool → repeat. It's not about chasing narratives but building them.

The stablecoin landscap is rapidly changing, since @ethena brough capital efficiency and yield stacking. Now with @worldlibertyfi we have endorsed the GENIUS Act. As these developments unfold, it's clear that stablecoins are poised to play a pivotal role. And where does this position @lista_dao? Well... I'm bullish on what's coming....

Is it just me or did the entire internet in Toronto cut off?

I don't want to be negative, ofc happy to see the market pump, but reality hits me again— Use case? Roadmaps? Won't matter if the price is down. But when it pumps suddenly everything is the future of finance...lol, best example is $ETH Does belief arrive after price?