The Wolf of Flow $WOLF. JOIN the pack. NFT now live on @opensea on @flowblockchain https://xitter.cf/t.co/4ntyTjEsQ4
Joined May 2024
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The Wolf of Flow retweeted
Yield you can verify on @flow_blockchain
Join us: link.alphayields.ai
The Wolf of Flow retweeted
Celebrate Halloween with exclusive @disney digital collectibles - from Predator and Gargoyles to Sulley and Mickey Mouse, @DisneyPinnacle captures the magic of Disney on chain & on Flow โจ ๐
Sign up today to join their Spooktacular trading event, with free pins up for grabs!
The Wolf of Flow retweeted
Starting the week on a new note:
๐๐๐ ๐๐๐๐๐๐ ยท ayKAT, 52 days in
Share price 1.0120, up from 1.01131 last week.
A modest week. Snapshot 26 Oct, 00:00 UTC.
Join us today: link.alphayields.ai
Built on @katana
The Wolf of Flow retweeted
We are so back @NBA
First Moments from the 2026-2027 season dropping in < 1 hour on @NBATopShot
Here's what's coming rest of the season โฌ๏ธ
The Wolf of Flow retweeted
Why is the share price calculation method better than an APY-based estimate?
Well, a lot of DeFi vaults work the same way. You deposit an asset, like USDC, and get vault shares back.
Each share is worth a certain amount of USDC. That amount is the share price. When the vault earns, the share price goes up. When it loses money, it goes down.
So the share price is the most direct answer to the question you actually care about: "did this vault make me money?"
APY tries to predict the answer. The share price simply tells you.
The Wolf of Flow retweeted
40% interest can still make you poorer. Just ask a Turkish saver.
In recent years, Turkish banks have offered lira deposit rates above 40%. In most countries that would be unheard of. But for long stretches, inflation in Turkey ran even higher.
A saver earning 40% while prices rose 60% was still losing purchasing power, just more slowly.
Thatโs why many Turkish savers moved into dollars, gold and crypto. This isn't because they were simply chasing a bigger number, it's just the necessity of wanting a better return that actually beat inflation.
This is a lesson that travels well, and is applicable everywhere. Always ask what a yield is worth after inflation, in the currency you actually spend.
The Wolf of Flow retweeted
TVL and share price get mixed up a lot, but they measure different things.
TVL is how much money sits in a vault. It goes up when people deposit, or when the assets inside rise in price.
Share price is how much each share has earned. It only goes up when the vault actually makes money.
A vault can double its TVL in a month and barely move its share price. That means lots of new deposits and not much yield. In DeFi, popular and profitable arenโt always the same thing, and only the share price tells you about profit.
The Wolf of Flow retweeted
If everyoneโs routing to the same onchain opportunities, allocation stops being the only differentiation.
Whatโs left is whether an LP can verify what actually happened to their capital, and most protocol canโt answer that because they report advertised rates rather than realized ones.
We've observed that sophisticated LPs are already asking for the realized number, and we believe that with time, the rest will.
The Wolf of Flow retweeted
In New York, 5% on stablecoins is a nice bonus.
In Lagos or Buenos Aires, holding dollars already protects your savings. The yield is extra.
For a lot of people, stablecoins are a savings account, when they could be so much more.
The Wolf of Flow retweeted
Your USDC earns nothing for you. It earns T-bill interest for the issuer.
In the US, stablecoin issuers arenโt allowed to pass that interest on to holders.
So if you want yield on stablecoins, it has to come from what you do with them.
Think about that.
The Wolf of Flow retweeted
Re-introducing myself since we've had a fair few followers come in recently...
- I'm Ben Simpson, founder of The Collective Shift
- We're a crypto research company doing close to 8 figures in revenue this year with 1,100+ active members and have institutional partnerships like CoinSpot, Coinbase and SwfytX who use our research to help their millions of users.
Hereโs a snippet of my journey, over the last 10 years ๐
2014: At 15, I started my business journey from a bunkbed in Tasmania, Australia, manufacturing uniforms for local sports teams and sourcing from China.
2017: At 18, I quit school to go all-in on this business. That little uniform company grew to mid-6-figures over 3 years. Then I discovered Bitcoin at this time & shut down that business to go all-in on it. I then found a crypto YouTuber and worked under him.
2019: Learnt everything about the crypto space. Saw how backwards the entire industry was, everyone trying to make money from each other and there was no real credible independent information. I also lost tens of thousands of dollars on crypto after the bull market here.
2020: Nearly lost everything when a business partnership went bad, business went basically to zero overnight and had to start again.
2021: Started The Collective Shift with one mission: to help everyone invest into crypto with confidence. No selling tokens, no paid promotions. Just sharing real education.
2024: Held our first in-person event with only 12 Platinum members in the room.
2025: The year everything happened. Awarded "Think Big Be Boldโ Melbourne Entrepreneur Award! Held our second in-person event with 130 Platinum members in the room. Hit our first $1M/month. Grew to 10 team members, and started scaling in the US.
Today: We're at 15 team members, hit close to 8-figures in revenue and now building and scaling into our US side of the company,
Iโm not here to brag. One thing I love doing is documenting the real journey. Wins, losses, and lessons - so crypto investors can see what I'm like behind the scenes, and follow along.
If you want to learn more about CS, our success stories & how to actually build wealth through crypto, I've shared more on this in the comments below.
The Wolf of Flow retweeted
"How do I check what $ayKAT has earned?"
Two ways. You can log on to the AlphaYields ayKAT dashboard, and check.
OR
You can directly read the share price at two dates and compare them.
To get the yield in KAT, multiply the share price by the avKAT โ KAT rate (avKAT's convertToAssets rate, read on the avKAT contract 0x7231dbaCdFc968E07656D12389AB20De82FbfCeB):
KAT value = share_price ร avKAT_rate
APY in KAT = (KAT value at end / KAT value at start) ^ (365 / days held) โ 1
Here's an illustration:
Share price 1.0000 โ 1.0200 and avKAT rate 1.100 โ 1.105 over 90 days. KAT value goes 1.1000 โ 1.1271, so APY โ 10.4% in KAT (vs 8.4% if you only use the share price).
Equivalent form: (1 + v)(1 + a) โ 1, where v is the share-price return and a is the avKAT โ KAT rate return over the same window.
NOTE: Short windows are noisy, so the longer the window, the truer the read.
The Wolf of Flow retweeted
MFL quietly grew from $793K to $3.1M in gross sales from S2 2024 to S1 2025.
On @flow_blockchain ๐
The Wolf of Flow retweeted
$100m swap volume from @KittyPunchXYZ ๐
๐จ BOOM! @KittypunchXYZโs Punchswap just crossed $100M in total swap volume on @flow_blockchain! ๐ฅ
With over 230K swaps by 4,000+ unique users, itโs not just growing โ itโs dominating.
This week alone saw another $2.5M+ in volume ๐ฅ
Is this Flowโs DeFi moment?
Weโre way past the warm-up ๐
The Wolf of Flow retweeted
๐
๐ฅ๐จ๐ฐ ๐ฃ๐ฎ๐ฌ๐ญ ๐ฉ๐๐ฌ๐ฌ๐๐ ๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง ๐ญ๐ซ๐๐ง๐ฌ๐๐๐ญ๐ข๐จ๐ง๐ฌ.
Congrats to @flow_blockchain and everyone building on it. ๐๐ช๐ฅ๐ฆ ๐ฏ๐ฐ๐ต๐ฆ: ๐๐ฐ๐ฎ๐ฆ ๐ฐ๐ง ๐ต๐ฉ๐ฆ๐ด๐ฆ ๐ต๐ณ๐ข๐ฏ๐ด๐ข๐ค๐ต๐ช๐ฐ๐ฏ๐ด ๐ธ๐ฆ๐ณ๐ฆ ๐ฐ๐ถ๐ณ๐ด. ๐๐๐
A year building on @flow_blockchain with ayFLOW:
โข TVL from 1,000 FLOW โ 61.76M FLOW
โข $247,913 in yield generated
โข 1.3% max drawdown
๐๐ญ๐๐ญ๐ ๐จ๐ ๐จ๐ฎ๐ซ ๐ฎ๐ง๐ข๐จ๐ง = ๐ฌ๐ญ๐ซ๐จ๐ง๐ , ๐๐ง๐ ๐ญ๐ก๐ ๐ฌ๐ก๐๐ซ๐ ๐ฉ๐ซ๐ข๐๐ ๐๐ ๐ซ๐๐๐ฌ.
The Wolf of Flow retweeted
A vault that advertises 11% and delivers 11% is telling you its number means something.
A vault that advertises 16% and keeps delivering 10% is telling you something too, usually that rewards are decaying or the strategy has compressed and the dashboard hasn't caught up.
Two vaults can land on the same realized yield with very different risk underneath. The one with the persistent gap owes you an explanation.
Checking costs nothing. Put the advertised number next to the share price and see whether they agree.
Start paying attention.
The Wolf of Flow retweeted
Liquid staking tokens were the first DeFi yield product that could pass a total-return audit.
While it solved the measurement problem, the question an allocator actually cares about still remained largely unanswered:
was this particular LST earning its risk?
A staking benchmark exists in practice. The Composite Ether Staking Rate has tracked the base rate since 2023 which tells you what staking pays in general.
But operator concentration or depeg behavior for the token in your wallet?
Another game entirely, and the market still hasn't settled on a shared way to describe either.
The Wolf of Flow retweeted
A dollar on a blockchain earns nothing by itself. It earns whatever it gets routed into, and right now most of the market picks that route off a dashboard.
Weโd rather it picked off the share price. Thatโs the layer weโre building.
Join us: alphayields.ai/
