Always wear your winter jacket and sunglasses, putting 80% of my portfolio in safe assets and 20% in high risk assets. NFA, DYOR.
Joined June 2025
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Pinned Tweet
Here is a breakdown of my portfolio, many thanks for @TheLongInvest @mikealfred @alc2022 - They don't always agree with each other but I'm doing my own research before investing. NFA.
The Cautious Investor retweeted
A big proposal for Aave goes live for voting tomorrow:
Aave V4 could become the first major lending protocol to accept native Bitcoin as collateral.
Very much looking forward to being able to borrow USDC against native BTC in DeFi.
AAVE SETS VOTE ON STABLECOIN LOANS AGAINST NATIVE BTC
@aave’s V4 proposal uses Babylon vaults to keep BTC on Bitcoin. Voting starts Nov. 6; market activation would need a separate onchain vote.
Read more here:
thedefiant.io/news/defi/aave…
The Cautious Investor retweeted
AAVE SETS VOTE ON STABLECOIN LOANS AGAINST NATIVE BTC
@aave’s V4 proposal uses Babylon vaults to keep BTC on Bitcoin. Voting starts Nov. 6; market activation would need a separate onchain vote.
Read more here:
thedefiant.io/news/defi/aave…
The Cautious Investor retweeted
Babylon | Aave DAO, 네이티브 Bitcoin 담보 Snapshot
Aave DAO가 '[ARFC] Onboard Native BTC as Collateral to Aave V4 via Babylon Trustless Bitcoin Vaults' Snapshot 투표를 시작했습니다.
👉 snapshot.box/#/s:aavedao.eth…
ALT KR Babylon 2118387212483952696 v2
JUST IN: Aave DAO Snapshot for '[ARFC] Onboard Native BTC as Collateral to Aave V4 via Babylon Trustless Bitcoin Vaults' is live.
Onboard native Bitcoin ($BTC) as collateral on the Aave V4 using Babylon Trustless Bitcoin Vaults (TBV).
Snapshot: snapshot.box/#/s:aavedao.eth…
The Cautious Investor retweeted
I've been waiting to see Babylon reach this point. Getting native $BTC collateral into Aave V4 would be a big deal for Bitcoin holders. Really hoping the DAO backs this proposal.
JUST IN: Aave DAO Snapshot for '[ARFC] Onboard Native BTC as Collateral to Aave V4 via Babylon Trustless Bitcoin Vaults' is live.
Onboard native Bitcoin ($BTC) as collateral on the Aave V4 using Babylon Trustless Bitcoin Vaults (TBV).
Snapshot: snapshot.box/#/s:aavedao.eth…
The Cautious Investor retweeted
JUST IN: Aave DAO Snapshot for '[ARFC] Onboard Native BTC as Collateral to Aave V4 via Babylon Trustless Bitcoin Vaults' is live.
Onboard native Bitcoin ($BTC) as collateral on the Aave V4 using Babylon Trustless Bitcoin Vaults (TBV).
Snapshot: snapshot.box/#/s:aavedao.eth…
The Cautious Investor retweeted
Crypto options have been gaining ground.
Recent volatility is putting them in focus.
Perps led the way.
Options are NEXT.
Eyes on native BTC options.
Powered by @Babylonlabs_io’s TBV.
The Cautious Investor retweeted
Will BTC be listed on one of the largest on-chain credit markets? Fingers crossed!
JUST IN: Aave DAO Snapshot for '[ARFC] Onboard Native BTC as Collateral to Aave V4 via Babylon Trustless Bitcoin Vaults' is live.
Onboard native Bitcoin ($BTC) as collateral on the Aave V4 using Babylon Trustless Bitcoin Vaults (TBV).
Snapshot: snapshot.box/#/s:aavedao.eth…
The Cautious Investor retweeted
Native BTC is one step closer to becoming collateral on Aave V4, with the DAO vote starting tomorrow.
In a few weeks, we’ll join @babylonlabs_io on their podcast (The Vault) to dig into our formal verification work on parts of the Trustless Bitcoin Vaults protocol.
Stay tuned!
JUST IN: Aave DAO Snapshot for '[ARFC] Onboard Native BTC as Collateral to Aave V4 via Babylon Trustless Bitcoin Vaults' is live.
Onboard native Bitcoin ($BTC) as collateral on the Aave V4 using Babylon Trustless Bitcoin Vaults (TBV).
Snapshot: snapshot.box/#/s:aavedao.eth…
The Cautious Investor retweeted
New multi-year contracts. Disciplined capital allocation. Flexibility to set our own pace of growth. Value at every layer of the platform.
Last quarter, AI Cloud revenue nearly tripled to $200 million.
Other highlights from our Q1 FY27 results:
- Total quarterly revenue increased 66% sequentially to $228 million
- AI Cloud quarterly revenue increased 182% sequentially to $200 million
- AI Cloud segment gross margin of 86%, in line with prior quarter
- Revenue backlog increased 22% sequentially to $20.3 billion; approximately two-thirds with investment-grade counterparties
- More than $4 billion ARR target is fully contracted and fully funded
- Expanded contract with Leading Frontier AI Lab post-quarter end
Listen to our conference call at 5:00 p.m. ET today: edge.media-server.com/mmc/p/…
Read more: iren.gcs-web.com/static-file…
The Cautious Investor retweeted
Some big moves on tokenized stocks today on a red stocks day but the @aave market is functioning well.
Despite sharp volatility across US stocks, @Aave's tokenized equity markets on @Base remain stable and fully functional, with risk parameters set by LlamaRisk holding up as designed.
Biggest movers among tokenized stocks today:
> TSLA: -10.4%
> SPCX: -8.5%
> NVDA: -7.0%
> META: -3.6%
> MSFT: -2.7%
Out of the ~$15M in tokenized stocks supplied on Aave, only $393 has been liquidated today, and there is zero bad debt in this market.
As always, you can track every position on Aave live with our dashboard:
dashboard.llamarisk.com/prot…
The Cautious Investor retweeted
JUST IN: Aave DAO Snapshot for '[ARFC] Onboard Native BTC as Collateral to Aave V4 via Babylon Trustless Bitcoin Vaults' is live.
Onboard native Bitcoin ($BTC) as collateral on the Aave V4 using Babylon Trustless Bitcoin Vaults (TBV).
Snapshot: snapshot.box/#/s:aavedao.eth…
The Cautious Investor retweeted
Mainnet Aave V4 TBV incoming ✍️🚀
Native BTC is one step closer to becoming collateral on Aave V4, with the DAO vote starting tomorrow.
In a few weeks, we’ll join @babylonlabs_io on their podcast (The Vault) to dig into our formal verification work on parts of the Trustless Bitcoin Vaults protocol.
Stay tuned!
The Cautious Investor retweeted
@babylonlabs_io Mainnet Aave V4 TBV incoming 👏👏👏
JUST IN: Aave DAO Snapshot for '[ARFC] Onboard Native BTC as Collateral to Aave V4 via Babylon Trustless Bitcoin Vaults' is live.
Onboard native Bitcoin ($BTC) as collateral on the Aave V4 using Babylon Trustless Bitcoin Vaults (TBV).
Snapshot: snapshot.box/#/s:aavedao.eth…
The Cautious Investor retweeted
The good news
This crash is quick
Liberation mess quick
When it’s over we get the REAL Ai bull market
The Cautious Investor retweeted
Payward, the group behind @krakenfx, has acquired $AAVE tokens on the secondary market and may acquire more in the future. Exciting times ahead.
Today @Payward, the unified financial infrastructure platform that powers @krakenfx, announced that Digital Asset Special Investments I, LP, a Payward-affiliated investment fund, and its clients acquired AAVE tokens.
The AAVE tokens were acquired through secondary market purchases, and Payward may make additional acquisitions in the future. Payward and Aave are also exploring opportunities to collaborate on future initiatives.
As traditional and onchain markets converge, Payward believes DeFi is an integral part of the global financial system, with Aave playing a leading role in this evolution.
The Cautious Investor retweeted
Payward (Kraken) has purchased $AAVE tokens on the secondary market as part of our partnership to bring onchain lending to a broader audience.
This highlights the singular focus on the $AAVE token formalized under the Aave Will Win Framework.
Today @Payward, the unified financial infrastructure platform that powers @krakenfx, announced that Digital Asset Special Investments I, LP, a Payward-affiliated investment fund, and its clients acquired AAVE tokens.
The AAVE tokens were acquired through secondary market purchases, and Payward may make additional acquisitions in the future. Payward and Aave are also exploring opportunities to collaborate on future initiatives.
As traditional and onchain markets converge, Payward believes DeFi is an integral part of the global financial system, with Aave playing a leading role in this evolution.
The Cautious Investor retweeted
UPDATE: @babylonlabs_io highlights Cradle DEX @Cradle_DEX , an upcoming options exchange built using Babylon's Trustless Bitcoin Vaults (TBV).
Cradle aims to let users trade options strategies using native bitcoin:native as collateral, without wrapping or bridging Bitcoin to another chain.
The project is still in development.
