AI & defi degen, securing Blockchains 4719 maintains secure web3 validator infrastructure.
The Interchain
Joined August 2020
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- Following1.4K
- Followers1.4K
- Likes6.5K
One of the coolest non crypto ideas I’ve seen in a while. Will definitely use it once they got a decent amount of #publishers onboard
4719 retweeted
Basis trading is one of the highest risk-adjusted return strategies in web3.
@ethena is arguably the most successful 'on-chain' basis trade- bringing billions of $ and eyes to the underlying strategy.
But it can be done even better-learn how to unlock it on @neutron_org 👇
4719 retweeted
The bull case for ATOM
⚛️ Will $ATOM soon have it's own DAT? ⚛️
Key Takeaways from @0xMagmar's interview with @flipsidecrypto💡
🏛️ Institutional Push
- ICF focuses on direct institutional outreach (Washington, big web2 firms)
- Institutions want full control over their chain
- Hence they prefer launching sovereign L1s over L2s
- @cosmos uniquely fits these needs
=> Sovereignty, trusted & battle-tested infra, selective interop via IBC
💰 Revenue & Monetization Strategy
- Focus on real-world adoption & sustainable revenue
- Three main monetization channels:
1) Skip:Go: We charge a small fee on cross-chain swaps & transfers
2) IBC Eureka: IBC to Ethereum, Solana, Bitcoin, etc
3) Consulting & chain creation services for enterprises
=> All revenue will be used to buy back & burn $ATOM 🔥
📊 KPIs
- We don't measure success by TVL, but rather by:
A) Revenue generated from our services
B) Number of real businesses using the Cosmos stack
C) Active users of Cosmos chains (beyond speculative DeFi)
⚠️ Risks & Challenges
- Regulatory risk: sudden crackdown could slow institutional adoption
- Competition risk: rival stacks could emerge & ship faster
=> Our edge: Cosmos' network effects, reliability, and open-source tenure
🏦 ATOM Digital Asset Treasury (DAT)?
- Institutions & large ATOM holders approached use wrt to a DAT
- At the ICL/ICF, we're actively discussing it
- One of the biggest ATOM holders is a top executive at a major web2 firm
- Still exploratory, no fixed launch timeline
🔮 Vision for the Future
- Eventually, every business will run it's own blockchain
- Cosmos is best positioned to be the infrastructure provider for it
cosmoStrategy's degen
@mars_protocol Vault hitting $100,000 TVL milestone 🚀 :
🔴Vault age : 77 days
🔴Vault TVL : $100,027
🔴Vault APY : 910.42%
🔴Vault PnL: $45,830
app.marsprotocol.io/vaults/n…
4719 retweeted
Almost a decade into the "DeFi experiment", one of the few enduring (and novel) products that DeFi has created are Tokenized LP positions.
There's really nothing like it.
In theory this should be incredible ! Onboarding active market makers is incredibly expensive in any market. The simplest explanation is that players sophisticated enough to market make have high opportunity costs. Democratizing market making _could_ be a great equalizer - everyone would get access to new sources of returns and markets would have deeper liquidity from their ability to cheaply onboard more funds.
But in reality, the Tokenized LP position has fallen flat. Much of the trading volume comes from arbitrageurs who are earning lucrative returns at the expense of LP losses. Most AMMs are too static to respond properly.
Supervaults are was our team's answer.
Every block, every validator votes on the price of an token. Rather than risking their votes being delayed, the price is updated at the top of the block. Supervaults are then given priority over other orders. At the top of the block they rebalance to the new price, before arbitrageurs are able to pick them off at the previous block's reported price. This provides some much needed protection for LPs.
There's going to be a lot of iteration required to perfect the parameters, design of the oracle, and priority system. But launching it as a protocol in production is a big milestone nonetheless. And I'm very excited to see what's in store.
Supervaults mark the end of passive liquidity. For the first time, you can capture the profits that arbitrageurs once claimed.
Deposit now: bit.ly/supervaults
Step-by-step guide: bit.ly/SupervaultsGuide
I think getting @astroport_fi on @cosmos would finally ignite the long awaited 🔵astroWARS🔵... let the games begin. When $ASTRO on $ATOM ??????
Apps I want to see on the Hub and will 100% actively use and support:
1. NFT Marketplace (@StargazeZone / @BackBoneLabsHub). Dream would be @badkidsart make their own marketplace, would go so hard.
2. IBC Perps (@Levana_protocol, esp for Eureka-bridged assets)
3. Great DEX (@osmosis outpost, @astroport_fi deployment, Duality outpost - I know a stretch)
4. Some kind of small clicker / dice roll app (prob some stuff on @JunoNetwork to take a look at) - that I can play on my phone!
5. Vaults product (esp. @magmavaults, or something from @mars_protocol or @NolusProtocol) - stATOM and USDC vault PLEASE!!
6. Let's get USDN from @noble_xyz going, yield to devs. Also, someone should create a Hub CDT stablecoin.
7. Migrate @hydromarkets, create an apps DAODAO DAO that I can fund.
8. Fun, simple app to deploy CW20 memecoins (@startcookingapp)
9. CW smart contract + app that auto-compounds my ATOM stake with AuthZ grant.
10. Dashboards tracking fee burn from all CW transactions.
I'm gonna spend all my free time coding these if no one builds them, will start public repo soon.
APY cap lifted thanks @mars_protocol🙏🏻:
🔴 Vault APY : 165,709%
cosmoStrategy's degen @mars_protocol Vault hitting fresh ATHs 🚀 :
🔴Vault age : 64 days
🔴 Vault TVL : $86,170
🔴 Vault APY : 100,000% (hit cap)
🔴 Vault PnL: $36,840
app.marsprotocol.io/vaults/n…
cosmoStrategy's degen @mars_protocol Vault hitting fresh ATHs 🚀 :
🔴Vault age : 64 days
🔴 Vault TVL : $86,170
🔴 Vault APY : 100,000% (hit cap)
🔴 Vault PnL: $36,840
app.marsprotocol.io/vaults/n…
🔴 @anchor_protocol 2.0 minus the death spiral risk 👀🚀
Happy to be providing $22k worth of $USDC deposits an avg of 28% APR.
It’s obviously not tons of liquid deposits yet, but we will grow it organically, while maintaining profitability.
My goal is 15-25% sustained.
@anchor_protocol v2 (w/o death 🌀)
Double launch today.
Introducing TabCo.in and Neutron.Name.
Did you miss $BTC mining in 2009? Well, boot up NeutronOS and launch TabCoin to begin mining $TAB.
Simulating a classic Windows XP UI, TabCoin is a Proof of Work fair launch coin on @neutron_org.
You can solo or pool mine right in your browser. When a valid hash is found, it is submitted on-chain, verified and the tokens are emitted.
*MINING WILL BE ENABLED IN 24H TO ENSURE A FAIR HEADS UP. CONTINUE READING FOR MORE*
cosmoStrategy's degen @mars_protocol Vault 30 day update :
🔴Vault age : 30 days
🔴 Vault TVL : $69,616
🔴 Vault APY : 33,070%
🔴 Vault PnL: $26,060
app.marsprotocol.io/vaults/n…
