Pareto Maximalist Co-Founder @axis_fi & @Bond_Protocol
Joined April 2021
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0xTex (revival arc) retweeted
The great Bitcoin dump of February 2026. Compilation of real time anime clips put together.
0xTex (revival arc) retweeted
Today at 2pm CET (UTC) / 9am EST / 12am AEST (Feb 4), @PierTwo_com's Co-Founder & CEO @pat_mcnab will join the @LidoFinance V3 Community Call with @rocksolidHQ , @eth_strategy, @Northstake_dk, @P2Pvalidator, @Obol_Collective, @solsticefi, @Kiln_finance, @everstake_pool and @LineaBuild.
Join us and learn how early builders are making use of stVaults across their staking operations.
More info here: luma.com/aimtqioq
Streaming link here: youtube.com/live/RG_N4sT2NXQ
Curious how teams are building on Lido V3?
Stop by tomorrow to cover all things Lido V3 and to see how early builders are making use of stVaults across their staking operations.
📆 February 3rd, 2pm UTC
More info here: luma.com/aimtqioq
0xTex (revival arc) retweeted
ETH Strategy ESPN Update.
The market keeps moving and ESPN keeps earning.
Mint ESPN with USDS to earn real yield.
This week's yield at the end...
0xTex (revival arc) retweeted
ETH Strategy's Permissionless Bonds.
Ultrasound Convertibles.
Sell volatility.
Stack ETH.
Settle in ETH.
0xTex (revival arc) retweeted
ETH Strategy, unbundled.
From product to protocol.
Risk is reward.
Full vision for 2026 ↓
0xTex (revival arc) retweeted
ETH Strategy today announces ESPN Staking.
Staking completes the design of the Perpetual Note, transforming harvested volatility into weekly rewards for liquidity providers.
Read the article for full details.
blog.ethstrat.xyz/espn-staki…
0xTex (revival arc) retweeted
Like all of you, I am mourning Charlie Kirk. He stood up for his beliefs and died for them at 31, wearing a T‑shirt that read "Freedom."
At 31, my life was taken from me for standing up for what I believed in. And Charlie helped me get it back. He never took credit for it but he played a BIG role in my freedom in many ways. Last year alone, when President Trump won the election, he asked Charlie what was the #1 thing he could do for him and Charlie replied: "Free Ross." And in the days leading to my release, Charlie advocated for a full pardon. He did this and more without expectations of me.
I wish there was something I could do to help Charlie get his life back. But there isn't, and I'm heartbroken.
Charlie, I will always be grateful to you. Thank you for all you did for me and for our country. I pray for you and your beautiful family. Rest in peace.
>be me
>booking flights to Token2049
>Singapore Airlines too expensive
>good deal on Qatar Airways
>overnight layover in Doha
>book nice hotel, non-refundable
>what could go wrong
>3 hrs later... Israel bombs Doha
0xTex (revival arc) retweeted
ETH Strategy's Perpetual Note completed its first options cycle on @DeriveXYZ today, earning 66% APR.
Call options sold for $13k, netting $12.75k after fees:
• Collateral: 213 ETH
• Strike Price: $4,700
• Expiry: 1-week (9/12/2025)
Very interesting paper, but the authors make a few assumptions that undercut their conclusions. Having modeled MSTR converts, I came to the opposite conclusion – that its convertible debt tranches were priced near face value or even underpriced at issuance.
And BTC being undervalued at time of issuance, the data speaks for itself.
MSTR convertible issuance dates plotted against BTC price:
There are other points throughout that are interesting... like how would you even approach BTC's drift? Risk-free rate seems insufficient, but I suppose you need to use something for an academic paper.
TLDR: good attempt but leaves much to be desired.
Also follow @eth_strategy