head of growth @formation_so (powered by @orca_so + @Loopscale) art: @logan_larkin
Brooklyn, NY
Joined November 2023
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- Following1.4K
- Followers2.3K
- Likes43.8K
a lot of people will be sidelinded bc the cyclical crypto drawdown everyone was waiting for was much less than anticipated and most ppl cant endure chop.
we might chop for another 6-12 months but atp its pretty safe to say any spot entry is good value.
you are simply not bullish enough on @formation_so
NEW POD
We cover:
▫️ Why a DEX and lender merged
▫️ ONYC vs ACred: liquidity caps credit
▫️ Neo-clouds borrowing at 14–20% onchain
▫️ xORCA fees cut 40%→10%
▫️ Prop AMMs hit ~36% of Solana DEX
@Luketruitt @marcarjoon @0xcarlosg
Timestamps:
00:00 Luke Truitt, CEO of Formation
02:28 Why a DEX and a Lender Merged
05:30 ONYC vs ACred: Liquidity Caps Credit
10:55 Neo-Clouds Borrowing at 14–20% Onchain
13:57 DAS London
14:35 Neo-Clouds Borrowing at 14–20% Onchain (cont.)
17:47 Clarity Act and Regulated US Markets
21:17 Token Holders in Crypto M&A
28:24 DAS London
29:02 Token Holders in Crypto M&A (cont.)
34:28 Monetizing Credit Through Trading
38:03 xORCA Fees Cut 40%→10%
44:54 Competing for New Lending Markets
48:59 Are DeFi Yields Mispriced?
51:50 Prop AMMs Hit ~36% of Solana DEX
56:21 Formation's Next 12 Months
toad retweeted
NEW POD
We cover:
▫️ Why a DEX and lender merged
▫️ ONYC vs ACred: liquidity caps credit
▫️ Neo-clouds borrowing at 14–20% onchain
▫️ xORCA fees cut 40%→10%
▫️ Prop AMMs hit ~36% of Solana DEX
@Luketruitt @marcarjoon @0xcarlosg
Timestamps:
00:00 Luke Truitt, CEO of Formation
02:28 Why a DEX and a Lender Merged
05:30 ONYC vs ACred: Liquidity Caps Credit
10:55 Neo-Clouds Borrowing at 14–20% Onchain
13:57 DAS London
14:35 Neo-Clouds Borrowing at 14–20% Onchain (cont.)
17:47 Clarity Act and Regulated US Markets
21:17 Token Holders in Crypto M&A
28:24 DAS London
29:02 Token Holders in Crypto M&A (cont.)
34:28 Monetizing Credit Through Trading
38:03 xORCA Fees Cut 40%→10%
44:54 Competing for New Lending Markets
48:59 Are DeFi Yields Mispriced?
51:50 Prop AMMs Hit ~36% of Solana DEX
56:21 Formation's Next 12 Months
very soon the only way to get grails will be onchain.
FUN FACT: Over $60 million in tokenized collectibles now live on Solana via @Collector_Crypt, a new record high.
From Pokémon and One Piece to sports cards and watches, physical collectibles are becoming a growing pillar of the onchain economy.
Collectibles on Solana >
by far one of my fav defi native yield opportunities.
the hylo team continues to cook.
The USDC Hylo Vault cap is now $10M.
Earn up to 8.98% APY lending USDC against @hylo_so’s eHYUSD and @ExponentFinance’s Hylo fixed-yield and tranching markets.
Depositors earn hyUSD rewards, plus 2x Hylo XP.
distribution execution
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having muse lowball facebook marketplace listings and then instantly relisting item for higher value.
solana is the onchain finance endgame. one unified layer, no fragmentation, no siloed liquidity. and now we have alpenglow.
keep outperforming and the builders and institutions will follow
