re the aave/morpho debate on managed vs less managed lending

everyone is talking in hypotheticals but theres already one crypto market where lenders already operate with a lots of risk: nft lending

result is that set of lenders is much smaller

~1yr ago I came up with a lending protocol optimized for correlated assets that would avoid stuff like these liquidations

dropped it since i had no time for it but might just release the idea

gist is that if you focus only on pegged assets you unlock some optimizations

after a week i finally got the results of firefox's review of defillama's extension complaining that build doesnt match source code

checked what they did and they built the extension for chrome instead, then complained it didnt match the firefox build i submitted llamao

the worst case I ever saw of this was a KOL cold-DMing me to connect with another KOL which then connected me with a founder for listing their project

i'm sure they pitched themselves as getting industry connections but founder could have DM'd directly for a better result

if anyone is looking for a data project it would be very interesting to look at whether eigenlayer deposits come from people that were already staking before or its 'new' staking deposits

would help in predicting how sticky that TVL will be

calculated how much WBTC is earning in fees (from mints and redeems)

Last year they earned 2.51M, and so far theyve earned 12.6m total over 6 years

llama's suggestion is to discount endorsements from angel investors to 0 when evaluating trust in a project

I've already seen 3 cases of projects with angel investment from ppl i know that ended up rugging, so imo best to assume nobody is doing DD

i wonder if the rise of LRTs could actually be bad for eigenlayer adoption since LRT providers will likely be conservative in picking AVS to secure

if you call `trace_call` using blockTag=10, does it execute the tx at the start of block 10 or at the end of block 10?

never received so many shill offers in my dms as now, probably says smth about market

this policy of having to pay with credit card to create a twitter account is gonna make it impossible to create new fully anon accounts

🫡

btw liquidatable ETH looking really good, ETH would need to wick extremely low to trigger more liquidations

crazy that now countries communicate intentions in war through twitter

after enabling the fee switch, uniswap labs has made 710k in the last 24h