Hello everyone,
Hope you’re doing well!
As always - this is most definitely Not Financial Advice.
In addition - everything I say here is only my opinion and perception of the market and eco systems. Do not treat any of it as an absolute fact - please do your own due diligence.
Always.
Now, let’s look at some interesting stuff I found for today.
First - I like it when RYAN SΞAN ADAM is vocal about DeFi.
Some macro by the great DeFi Surfer:
Next - the fees narrative. What do you know, ppl are actually starting to understand that a protocol that actually generates revenue - will be able to be successful.
Let’s check out some content about that.
Starting with Ethersole:
Cl added:
This interview (another one from this series is shared later on this edition) between DavidHoffman.eth and kain.eth is a good one about this subject.
Personally, didn’t really like the 5 min intro of discussing getting shots and not mentioning or noticing what seems wrong with it - yet that’s a more political issue than what I like to discuss here. I do definitely appreciate the work of both these men around everything involving DeFi though, and think this is a very good conversation, and that’s why I’m sharing it here.
Next - you guys know I myself am more of a Fraximalist than many other things (yet not than all though, at least yet). When it comes to generating revenue in the present and the future, this is one protocol I definitely think will be doing well.
Check out this thread by erithium:
(Blunt pic)
Let’s continue with one of my favorite accounts recently - Collingwood.lens:
Let’s get back to kain.eth - this time on the Curve - Velodrome - Optimism story.
I’m definitely thinking he’s right on this one.
The discussion:
Some fun:
If you want to know more about Velodrome, check out this one by Viktor DeFi:
Let’s move on to some other DeFi tweets and videos:
I like this guy’s observations’ Ouroboros Capital:
And I also like 0xWenMoon’s observations:
When CryptoCondom agrees with you - you’re usually right.
And - what about some Dopex stuff?
Next - I liked this convo:
And this one:
Another one by Andeh #rugaddict:
This is also very interesting:
If you haven’t yet - check out crv.mktcap.eth latest - (will be open to all on Monday I think - yet if there’s a Substack worth paying for, it’s his):
Next - some ChainLinkGod.eth thoughts:
Back to DavidHoffman.eth’s interviews - this time with stani.lens (there are a lot more of those btw):
Next - this one by UpOnly - Cobie and Ledger talked to zooko:
The video:
Btw, if you’re already on YouTube - this is one channel I definitely think you should start checking.
The KingMaker channel:
Let’s start wrapping up;
First, some dev talk:
Next - all kinds of fun and wise tweets:
Someone is getting new domains:
News:
Meanwhile, in The Bahamas:
Wat mean?!
Next:
And - what do you say about this one?
And - this:
Thanks for reading everyone, have a great day!
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