longtime fintech pm, following usage. crypto obsessed since 2014.
NYC/SF
Joined September 2021
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squarishbread.eth ๐ฆ๐ retweeted
BREAKING: #Ethereum Goerli testnet successfully merges to proof-of-stake.
squarishbread.eth ๐ฆ๐ retweeted
๐งต7/7
Check out the full article: curve.substack.com/p/may-25-โฆ
feat. @tetranode @WormholeOracle @usdcbull1 @0xHamz @Jasper_ETH @BarryFried1 @defiwars_ @DeFi_Made_Here @DegenSpartan @squarishbread @tztokchad
squarishbread.eth ๐ฆ๐ retweeted
May 25, 2022: Peggers Can't Be Choosers ๐ฅบ๐
Analysis of the Fights to Repeg 3pool, $stETH, and $cvxCRV
curve.substack.com/p/may-25-โฆ
๐งต๐1/7
squarishbread.eth ๐ฆ๐ retweeted
This unfairly groups together various types of stablecoins. Each is fundamentally different. cc @HesterPeirce
* Centralized, pseudo-collateralized (USDC, USDT)
* Decentralized, overcollateralized (Dai, LUSD)
* Algorithmic, uncollateralized (UST, USDD)
JUST IN: ๐บ๐ธ US SEC Commissioner Hester Peirce says stablecoins are likely to be regulated in light of Terra's $UST crash.
squarishbread.eth ๐ฆ๐ retweeted
$CRV was the most obvious beneficiary, its revenue skyrocketing 625% week over week. This was one of the best weeks ever for Curve and underscored both its resilience and its importance to the DeFi ecosystem. 10/X
squarishbread.eth ๐ฆ๐ retweeted
Reaching mass adoption of crypto as money just got harder.
We are lucky that it was probably โ100% degens and not many grandmas, because it could have been a hell of a lot worse.
DO NOT EVER OFFER ALGO STABLECOINS TO GRANDMAS
Nevin Freeman (@nnevvinn) from Reserve (@reserveprotocol) talks about the dangers of algorithmic stablecoins like Terra and Celo at @laBITconf. $RSR $RSV
squarishbread.eth ๐ฆ๐ retweeted
Currently $1 in bribes paid to vlCVX holders create $0.91 in emissions paid to Curve/Convex LPs. While this ratio, or bribing may not seem to make much sense at first glance, there are several factors to consider.
๐๐งต
Source: llama.airforce/#/votium/overโฆ
squarishbread.eth ๐ฆ๐ retweeted
April 5, 2022: The Audit Trail ๐๐ต๏ธ
Why did Coinbase pay for a thorough Convex audit?
curve.substack.com/p/april-5โฆ
squarishbread.eth ๐ฆ๐ retweeted
April 1, 2022: An iConic Moment๐ฆ๐
@ConicFinance announces Omnipools and Airdrops for flywheelers
curve.substack.com/p/412022-โฆ
feat. @crypto_condom @WormholeOracle @lowcap_crypto @squarishbread @cryptobrucey @noahseidman @cveCRV
squarishbread.eth ๐ฆ๐ retweeted
.@DuneAnalytics is the @LookerData for this new world & public ledgers makes it infinitely more powerful. Not only can companies built operating dashboards for their company, but they can compare performance against competitors.
squarishbread.eth ๐ฆ๐ retweeted
Fun conversation with the team thinking about @juiceboxETH tokenomics.
Helped them think about how some of the @CurveFinance & @ConvexFinance dynamics might play out in their ecosystem.
If you are interested in learning about Curve Wars highlights give a listen to first half! teapaw.org/nnnnicholas/status/150โฆ
squarishbread.eth ๐ฆ๐ retweeted
How much did Yuga Labs pay for #CryptoPunks and #Meebits collections?
My best guess? ~$100m.
Here's the conservative math:
423 punks @ ~60e floor is 25.4k eth
1711 Meebits @ ~4e floor is 6.8k eth
Current eth price is ~$2,600 which brings the total to roughly $84m.
squarishbread.eth ๐ฆ๐ retweeted
March 10, 2022: Not What It Once Was ๐๐
Do falling stablecoin yields spell trouble for $CRV?
curve.substack.com/p/march-1โฆ
feat. @GordoAir @DefiDrew @gametheorizing @AYoonity @thedefiedge @0xAlunara @JonGalt14
