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0xChaos
@0xCha0s
3x VC backed founder | Product Mgmt & Strategy | Investor in Fundamentals | Trading Crypto & Equities
Joined November 2012
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  • user avatar
    0xChaos
    @0xCha0s
    Jan 28, 2022
    There is a new @anchor_protocol prop to up the LTV to 80% for $LUNA $ETH. $ANC will be more competitive with platforms like $AAVE that already have this for collateral. We have 1 wk to vote as a gov staker. 👇 Please retweet and share for awareness. 🤝 app.anchorprotocol.com/poll/15
  • user avatar
    0xChaos
    @0xCha0s
    Nov 8, 2021
    What if there is an L1? ... ➡️ More deflationary than $ETH ➡️ Product is critical for DeFi to scale ➡️ Wins by collaborating with other L1s ➡️ Wins bigger with it's own L1 ➡️ As demand grows, price scales exponentially 🌖 It is $LUNA and it’s product is - $UST 🧵/ let's dive in
  • user avatar
    0xChaos
    @0xCha0s
    Mar 29, 2022
    $CVX Mega-🧵 and catalysts 🔹 overview 🔹 fundamentals 🔹 catalysts 🔹 community & tools 🔹 summary I approach things from a product manager mentality because that is what I do, building VC-backed companies for a living. Let’s dive in 👇
  • user avatar
    0xChaos
    @0xCha0s
    Nov 18, 2021
    $MIM $UST have the opportunity to be the de facto 2pool for stables. $spell providing leverage and driving cross chain liquidity $luna providing scale and utility @danielesesta @stablekwon
    user avatar
    Daniele 🟧 ( Meme Quant )
    @danielesesta
    Nov 18, 2021
    As liquidity on MIM3POOL scales we can utilise the new MIM-UST pool@to scale revenues without any impact in current legacy liquidity. 1B $UST can be minted and looped generating revenues for both $Spell and $Luna . JLPs - PLPs and $BNB / $CAKE on #avax #bsc makes the rest.
  • user avatar
    0xChaos
    @0xCha0s
    Mar 19, 2022
    @stablekwon snippets from @udiWertheimer spaces “In order for $UST to be the largest currency, $BTC is the most neutral hardest asset to achieve that vision …” $LUNA 🤝 $BTC 🧵
  • user avatar
    0xChaos
    @0xCha0s
    Apr 6, 2022
    I think @anchor_protocol about to get a lot more earn depositors. @binance launching $UST staking 👀 I think the $luna 🔥 is about to go parabolic. 📈 Why would exchange users choose to keep stables in $usdc $usdt etc? @terra_money
  • user avatar
    0xChaos
    @0xCha0s
    Apr 4, 2022
    @fraxfinance @terra_money 4pool. Hot takes from each camp - curve wars over? dai dies? wen 4pool? I have a unique pov as I'm the intersection of each camp - curve OG, #lunatic, #fraximalist 🔹 overview of 4pool 🔹 $crv wars season 2 🔹 $cvx math games 🔹 4pool endgame 🧵👇
  • user avatar
    0xChaos
    @0xCha0s
    May 3, 2022
    4pool vote live in mainnet 👀 @terra_money 🤝 @fraxfinance Excited to see how adoption ramps once gauge is approved. $luna $ust x $fxs $frax
  • user avatar
    0xChaos
    @0xCha0s
    Mar 23, 2022
    Interesting thought experiment. Would love to see a powerhouse partnership between @terra_money @fraxfinance 🧵 on below comment from @stablekwon 👇 $LUNA $UST
    user avatar
    Do Kwon 🌕
    @stablekwon
    Mar 22, 2022
    Can someone tell me why you would bother to wrap USDC? The only use case for wUSDC i see is being part of the 3pool on @CurveFinance , which ironically is consumed most heavily by Frax and wormhole ust pools So what happens to wUSDC if I make the 3 pool disappear? 🤔
  • user avatar
    0xChaos
    @0xCha0s
    Mar 14, 2022
    You’re a #LUNAtic if you understand Terra eco strategy … But if not, a 🧵 to catch you up 1/ DeFi needs a decentralized currency $UST backed by decentralized reserves $BTC $LUNA strategy as detailed by @stablekwon
    user avatar
    Do Kwon 🌕
    @stablekwon
    Mar 13, 2022
    Much has been said about anchor yields this past month. Meanwhile: - Every eyeball on crypto has been glued to the yield reserves - Daily active wallets up 10x YoY @ 20k, highest usership in DeFi - Largest lending market in Defi This is exactly what I wanted, anon.
  • user avatar
    0xChaos
    @0xCha0s
    Mar 24, 2022
    Balanced convo btwn @stablekwon & @APompliano. Topics + a few points I found most valuable 🧵 - Mission for @terra_money - Overview & risks of algo-stables - Why $LUNA approach differs - $BTC 🤝 $UST rationale & effects - Crypto community opinions thus far Let's dive 👇
    user avatar
    Anthony Pompliano 🌪
    @APompliano
    Mar 24, 2022
    Terra’s @stablekwon is making a $10 billion bet on the bitcoin standard. Here is my conversation with Do, where we talk about UST stablecoin, Bitcoin as collateral, how Terra/LUNA want to execute this, and why this is good for everyone. Enjoy! podcasts.apple.com/us/podcast/the…
  • user avatar
    0xChaos
    @0xCha0s
    Dec 15, 2021
    Terra $LUNA is top 10 mcap and top 3 TVL without a premium incentivized DEX. That's about to change with @astroport_fi and a new rush of capital into the ecosystem. 1/ A quick 🧵 on $ASTRO with resources that I found useful to shortcut your research.
  • user avatar
    0xChaos
    @0xCha0s
    Apr 29, 2022
    #astrowars is here. There is a ton of content out there, but saving you time with some curated resources that are helpful and my pov on how I see it evolving 🔹 overview 🔹 framework of evaluation 🔹 phases 🔹 positioning 🧵 time, let’s go 👇
  • user avatar
    0xChaos
    @0xCha0s
    Dec 4, 2023
    $fxs at the top of accumulation range itching to breakout. The real fun begins at 100% CR. 🧠 🔹 two stablecoins in top 75 $frax, $frxeth 🔹$frax v3 with RWA yield 🔹$frxeth LSD yield 🔹top DAO holder of $cvx for $crv vote power 🔹protocol owned liquidity of almost $1b being
    user avatar
    Ouroboros Capital / yuzu.money
    @OuroborosCap8
    Dec 4, 2023
    Wanted to put out a tweet on $FXS but I think @samkazemian has said enough. Dated Fri 1-Dec-2023.
    32K