Lulo (@luloloss) header
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Founder @duniyaxyz, DeFi Learnings & DAO Governance. 🇮🇳 🇦🇺

Joined April 2019
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Replying to @luloloss @UmbraCash
Happy to share the full timeline and screenshots if anyone from the team wants to review the case as to why user can't withdraw using Umbra.
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Day 10 My funds remain inaccessible on @UmbraCash Support says they're "waiting for the team." No ETA. No meaningful update. No resolution. Can someone from the core team please provide an update or help resolve this? I was also timed out on Discord for asking for updates.
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Quiet markets tend to resolve through participation, not price. The key question is timing: does volume re-enter before structure fails? Interested in how others have seen this resolve in prior cycles. 👇
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Introducing Polaris. A self-scaling stablecoin operating system. Uncorrelated yields. No T-Bills. No CEXs. No compromises. Here's what we've been building 🧵
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Most people think Bitcoin is just “early” to this risk cycle. It’s actually being priced as Unauthorised Risk on Institutional Balance Sheets.
Bitcoin isn’t lagging this cycle. It’s being Deliberately Locked Out of it. 🧵👇
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MakerDAO didn’t collapse. It didn’t implode. It didn’t get hacked. And yet, something far more important slipped away. 🧵👇 @TokenBrice @ImperiumPaper
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Many high profiles have no clues (purposedly?) about legitimacy Like here "we followed the rules, this vote is legitimate" vs the crowds "the rules establish a logic you clearly violated here" Legitimacy is an emergent phenomenon, not just a rule following exercise
Those who wonder, yes the vote is legitimate - The discussion has been going over the past 5 days already with various of opinions and takes, a timeline set on the ARFC temp check (see more governance.aave.com/t/arfc-a…) - The Snapshot is in compliance of the governance framework - Other SPs (for example ACI) brings proposals into voting (outside of Skyward requests) so there is no new precedent - People are tired of this discussion and getting into a vote is the best way to resolve, this is governance end of the day - The way to resolve this issue is simply to vote. See you at the polls, whatever the outcome will be
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From Solidly → Velodrome → Aerodrome → Base takeover… and now V3 going multi-chain. This episode isn’t a recap — it’s the first time the whole arc was mapped in one place. Easily one of the most fun recordings with @TokenBrice yet!
From the early lore to the total Base domination and soon beyond with v3: we've covered a lot of ground on @aeroxyz here (and had so much to say that we couldn't help but to go overtime a bit of course)
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Ongoing/coming in the next weeks or months: @Uniswap UNIfication @0xfluid v2 @EkuboProtocol v3 + open source + license model @aeroxyz v3 + mainnet + x-chain It's a good time to follow the DEX wars closely
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OCT 2025 — Everything Rallied. Bitcoin Refused. Markets don’t crash in silence. They lose conviction first. October proved it — everything else rallied. Equities soared. Gold glimmered. Global liquidity expanded $4.3T. Only crypto stood still. 👇
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💥 Capital rotation this sharp doesn’t whisper — it shouts. Arbitrum is pulling liquidity. Ethereum is catching a bid. DEXs are roaring back. Here’s your Onchain Pulse for Sept 16, 2025 👇
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🚨 In August, DeFi processed $1.15 TRILLION. And it happened without Wall Street. This isn’t a side street anymore. It’s downtown finance. 🏙️ 👇
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💵 Cash is boring. Until it turns into $280B of code. Hidden inside stablecoins & tokenized funds is the most important story in finance — and almost nobody’s talking about it. 🧵 The $280B Token Economy 👇
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🏡 Australia’s housing market just got a sugar hit. Auctions are roaring. Inflation is rising. And policy just lit the fuse. Here’s what no one’s pricing in (yet) 🧵
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Retail front-ran September. August closed red before the pain was scheduled. Now markets are coiled — and the next move could be violent. 🧵👇 Here’s what nobody’s seeing (yet):
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🧵 The Secret Life of veAERO NFTs NFTs aren’t dead. They just evolved. On @aeroxyz NFTs aren’t art. They’re weapons. ⚔️ They decide: – Where liquidity flows 🌊 – Who earns the bribes 💰 – Who wins DeFi’s next cycle 🏆 Welcome to the veAERO secondary market.
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