Dialectic combines machine intelligence with crypto-native primitives to build superior financial compounding machines.
Joined November 2020
- Tweets651
- Following175
- Followers6K
- Likes1.7K
Worth a listen if you care where Agentic DeFi is going.
@kukulabanze drops some alpha on @stabledash.
"What we've really been building with our data science team since 2021 is the defining DeFi data stream"
The Dialectic Mag7 Machines on @makinafi have been running on this since launch.
>Deposit tokenized stocks into a Machine
>Stocks go in as collateral on @aave
>USDC is borrowed against them
>USDC goes into onchain yield strategies
Don’t let shares sit idle in your wallet.
Borrow against your tokenized stocks
With stock-backed loans, @aave is giving eligible investors new ways to use tokenized stocks as collateral and borrow USDC
Find out how ↓
"Show me the incentive, I'll show you the outcome."
@kukulabanze expects Tesla and SpaceX to merge in an all-share deal at roughly a 0.6 to 0.7 ratio.
"If they can merge sub 0.7 then Elon still has controlling interest in the company."
Full episode with @MilkRoadStocks below:
Dialectic retweeted
“It’s the power of using crypto primitives without taking crypto risk.”
That’s what’s drawing institutions into DeFi vault management, according to @kukulabanze, Founder of @Dialectic_Group
Dialectic retweeted
Dialectic wants to give SpaceX holders the same deal it gives ETH holders.
“Whether it’s Ether or whether it’s SpaceX we like working with people who believe in the asset. We don’t have to sell them on the asset. Let’s just go get the best compounding on top of that asset.”
@kukulabanze, Founder of @Dialectic_Group
Dialectic retweeted
3 weeks left on the USDC incentives for the Mag7 Tokenized Stock Machines.
One deposit has three layers to it:
1. Exposure to the tokenized stock on @base
2. The Machine's yield strategy run by @Dialectic_Group
3. Up to +10% APR in USDC rewards via @merkl_xyz
Link below 👇
Dialectic retweeted
Very honoured to join some of the collectors I most admire on this year’s @artnews Top 200 Collectors list. “The year of the trophy” brought some great debate on iconic works of art that truly matter.
The mark of a great eye for collecting is seeing the future first and being the first to recognize that a work will become iconic and meaningful as a trophy artwork over time. Then the real challenge is combining that recognition with the conviction to take action and acquire an iconic work before it breaks records in secondary sales. It often surprises me how much the tenants of venture crossover with collecting.
Dialectic retweeted
Fully auditable onchain. Cross-chain yields are superior.
DUSD is running a 7.69% 30-day core APY. That's before MAK rewards.
@Dialectic_Group is the strategy operator and allocates the Machine across yield opportunities in Morpho, Aave v3, Aave v4 and Royco.
Every position is visible onchain.
See more here: makina.finance/strategy/dusd
Dialectic retweeted
SpaceX could become the biggest winner of the AI boom.
@kukulabanze claims SpaceX can build AI data centers for ~$30M per megawatt and generate ~$50M in annual revenue from that capacity.
That's potentially a payback measured in months, not years.
If those economics hold, Wall Street could be massively underestimating SpaceX.
FT @LgDoucet
⏱ TIME POINTS ⏱
00:00 - Intro
01:22 - Tesla-SpaceX Merger This Week?
03:10 - How Would the Merger Work?
05:46 - SpaceX's Data Center Advantage
08:51 - SpaceX Revenue to Triple?
14:22 - Is the AI Trade in Trouble?
19:30 - AI Doomsday: Real Threat or Marketing?
25:19 - Sponsor: Suriance
26:05 - Is Anthropic Worth $2 Trillion?
29:02 - Will Slowing AI Growth Crash Tech Stocks?
31:28 - What Would Elon's Empire Be Called?
38:15 - Can AI Data Centers Work in Space?
46:38 - When Can You Buy an Optimus Robot?
51:05 - Tesla's Next-Gen Roadster Revealed
52:46 - Wrap-Up
Dialectic retweeted
DUSD is running a 7.69% 30-day core APY. That's before MAK rewards.
@Dialectic_Group is the strategy operator and allocates the Machine across yield opportunities in Morpho, Aave v3, Aave v4 and Royco.
Every position is visible onchain.
See more here: makina.finance/strategy/dusd
Dialectic retweeted
Why operators like @Dialectic_Group use Makina to manage onchain strategies:
When cross-chain opportunities exist in DeFi, Makina allows them to capture that yield.
or
When a new strategy category opens, like yielding on tokenized stocks, they can launch new vaults in days.
Our founder @kukulabanze bull posting about ETH isn't new.
Doing it in @Forbes is.
"ETH remains the best positioned crypto-asset in the current market set up for long term durable appreciation in both value and community participation."
forbes.com/sites/digital-ass…
Dialectic retweeted
“This future is more Sci-Fi than you think,” said Polychain founder @zxocw
Their prediction is coming true, now that AI agents run DeFi yield.
“It’s really, really gratifying to see DeFi come full circle and become sci-fi.”
@kukulabanze, Founder of @Dialectic_Group
Dialectic retweeted
We’ll break it all down on the pod on Monday. 🙌 Spoiler alert: Grok Bot is a crazy thing, both best estimates with higher Q4 guidance, but CAPEX expected to be 2X street guidance on higher rates. Acquisition ratio: ~0.65.
Dialectic retweeted
The TradFi world is waking up to crypto.
“We’ve had more institutional reach out in the last six months than we had in the previous six years.”
They are most interested in yield on tokenized stocks
“I think we can consistently deliver a three and a half to 5% yield, which is effectively a dividend on the Mag 7.”
@kukulabanze, Founder of @Dialectic_Group
Dialectic retweeted
DeFi Bench results show open-source AI models tend to take bigger bets.
“The frontier models have had better risk management, but the open source models have outperformed because they’ve been willing to lever long and really push yield”
@kukulabanze, Founder of @Dialectic_Group
Facts.
The TradFi world is waking up to crypto.
“We’ve had more institutional reach out in the last six months than we had in the previous six years.”
They are most interested in yield on tokenized stocks
“I think we can consistently deliver a three and a half to 5% yield, which is effectively a dividend on the Mag 7.”
@kukulabanze, Founder of @Dialectic_Group
Dialectic retweeted
Cars are now doing things they aren't "supposed" to do.
Stocks are also now doing things they aren't "supposed" to do.
Make your stocks fly. Deposit them into a @Dialectic_Group Yielding Machine on Makina and let them earn yield.