Guts retweeted
At this point one needs to assume that if for whatever service you use KYC is required your full data will be exposed to everyone in public. No exception. Ironically that means that cypherpunk ideals of privacy will make a strong resurgence once the general public wakes up to the sad reality
Guts retweeted
Another little milestone in my onchain business journal.🦙
Made another DCA purchase today: +4,006 YB.
My Yield Basis position has now reached 20,000 YB, permanently locked as veYB. ∞
Not a quick trade. I'm building long-term positions in productive onchain businesses, one step at a time.
And Yield Basis is becoming a fascinating one.
With its new propAMM, the protocol is working to capture trading fees more efficiently in its BTC and ETH pools.
As a veYB holder, I receive a share of those fees in yield-bearing LP tokens backed by BTC and ETH positions. And here's the beautiful part: those LP tokens can continue accumulating value through trading activity themselves.
Cash flow producing assets that can generate even more cash flow.
This Thursday, my dashboard shows 23.27% veYB APR and $5.49 ready to claim.
But I'm thinking in years, not weeks.
Now zoom out.
On Aerodrome, I follow trading volumes, pool fees, and voting incentives.
On Convex, I watch the Votium incentive market: who's paying for voting power, and how much flows to vlCVX holders.
With Frax, I follow its own protocol economics and incentive mechanisms.
And with Yield Basis, I watch trading activity turn into fees and productive LP rewards.
Different businesses. Different engines. Different sources of income.
But the most fascinating part is watching the market breathe.
Some days are quiet. Other days, volumes explode, liquidity moves, protocols compete for votes, and fees flow through the entire ecosystem.
It's like owning a collection of stores, hotels, and online businesses.
You open your dashboard and ask:
How busy were my businesses today? How much activity did they handle? What did they actually earn?
And imagine this infrastructure eventually expanding into tokenized gold, stocks, and other assets.
More markets. More economic activity. More potential cash-flow engines.
That's the vision behind what I'm building: a diversified, long-term onchain holding of productive assets and businesses, each with its own economics and growth potential.
Not just watching charts.
Watching an entire financial ecosystem work – and participating in the value it creates.
Wishing the Yield Basis team continued success. Excited to follow this journey.
🤖 Made with AI
One of my favorite things about DeFi is how much it feels like owning a real business.
Imagine you own a hotel, a grocery store, or an online shop.
At the end of the day, you check the numbers.
How many customers came in? How much did they spend? How much revenue did the business generate?
Now look at DeFi. It’s surprisingly similar.
I lock tokens in protocols like Aero, Curve, Convex, f(x) Protocol and Yield Basis. These positions give me access to different streams of fees, rewards, and incentives.
And I can watch the businesses work.
I check trading volumes, liquidity, fees, and market activity.
Every protocol has its own economics.
But that’s what makes it fascinating.
You begin to see DeFi not just as tokens and price charts, but as a living economy.
Customers, trading activity, revenue, incentives, competition, and cash flow.
The market breathes. These businesses respond.
And every week or month, I get to open my dashboard and ask the same question any business owner would:
How much did my businesses earn?
That’s the side of DeFi I love.
Real economic activity. Real yield. Capital at work.
Guts retweeted
Some thoughts on Yield Basis
1. propAMM changed the game for the project. It's evident that capital efficiency significantly improved.
2. Today WETH pool earns even when volatility is small or moderate.
3. WETH PPS (redemption, not only fundamental) skyrocketed:
-> 29 October: 1.0044 -> 1.0444 (+4% to the position or more than ETH yearly staking income, also it is 10x profits vs. all history of this pool before that since and of May)
-> 29 October - 4 November: 1.0444 -> 1.0476 (+7.2% to profit or 0.3% to overall position value within 6 days or theoretically ~18% APR)
4. Admin fees or what veYB holders capture are printing every day now
While I wrote this post, +$9k veYB fees. Not bad.
Guts retweeted
I woke up to the pool earning +4% in ETH
just use @yieldbasis
first real volatility test for the new @yieldbasis WETH propAMM.
in just one hour:
$17.7m trading volume
$275k swap fees
$15m TVL
1,220% annualized trading APY (1D)
market volatility is your yield.
just the beginning.
Guts retweeted
first real volatility test for the new @yieldbasis WETH propAMM.
in just one hour:
$17.7m trading volume
$275k swap fees
$15m TVL
1,220% annualized trading APY (1D)
market volatility is your yield.
just the beginning.
Guts retweeted
permissionless propAMM is live on yb-WETH
proposal #60 passed and executed, together with curve vote 1508
the WETH pool now prices swaps off signed @PythNetwork eth/usd reports
yieldbasis.com/proposal/60
Guts retweeted
We were in a long stretch where volatility was extremely low, this however is not an anomaly
It did happen before, a large stretch in 2023, and with the upcoming changes which are being voted in the pool will earn in all those scenarios
CHARGE🐎
Guts retweeted
Our WETH pool lost money.
Between June 10th and September 30th 2026, one yb-WETH share fell 0.73% in ETH. That is -2.4% a year.
That happened with fees of 1.36% to 2.82% per swap and about 5% of the pool’s value in annual donations.
Why, and the fix we're proposing⤵️
ETH yield is about to get interesting.
new oracle and fee policy proposed for @yieldbasis WETH pool
simulations show annualized fundamental yield increasing from 3.6% to 8.5%
WETH first, BTC pools next!
forum.yieldbasis.com/t/oracl…
Guts retweeted
Zcash annual revenue (tx fees): ~$0.95M
Railgun annual revenue: ~$4.2M
Zcash mcap: ~$21B
Railgun mcap: ~$143M
The ticker is $RAIL.
Guts retweeted
Private DeFi just got effortless.
RAILGUN-integrated wallets let you hit any vault, perp, swap, or Ethereum app in a few clicks. Deploy the Railcat agents. It's time for some education.
Guts retweeted
Imagine you could shield any token on Ethereum.
Imagine you could actually do things with DeFi, privately.
@RAILGUN_Project is private DeFi for holding tokens, sending payments, and general DeFi applications (DEX swaps, yield vaults)... but you don't have to touch ZEC.
Download the @anondotinc wallet for Railgun below.
ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d
🚀 Anon.inc has officially reached 15M in shielded and unshielded volume! Wallet usage is increasing more and more everyday.
Here is to our mission - making onchain privacy practical and easy to use for everyone! 🍻
Check out the wallet at anon.inc/download.
Guts retweeted
Meeting Recorder 1.3 is out, with two big features:
- Actions: a lot of you asked for this one. Run your own scripts on a meeting, like storing the transcript in Obsidian or publishing it. Your default agent can do the thinking.
- Multiple windows: open a new meeting while the last one is still transcribing.
github.com/jankeesvw/omarchy…
Guts retweeted
Ill remind everyone you can and do have private Ethereum today. Private uniswap, morpho, cowswap, hyperliquid, private defi with a seamless and modern UX on more apps than I can count u failing to acknowledge. Its called RAILGUN and most of you are fading it at your peril.
Guts retweeted
The alliance between Canada and Europe is not defined by what we oppose. It is about what we are for: freedom, solidarity, prosperity, sustainability. An alliance strong enough so that no one can dictate our choices.
Europe and Canada are each strong. Europe and Canada are even stronger together.
An honour to address the European parliament today.
ALT Prime Minister Carney delivers an address to the European Parliament in Strasbourg, France.
