Pinned
👾 BTC onboards Cypherpunks
🖥️ ETH onboards Devs
💰 DeFi onboards Traders
🐕 DOGE onboards Reddit
🎨 NFTs onboard Creators
🚂 ....let's just keep the train going?
Vishesh 🔎
6,204 posts
Vishesh 🔎
@visavishesh
Thinking in critical hits. Reformed neurobio guy. Chef with a graph theory addiction. Prev: @OscarHealth, @DAR_research @MakerDAO, inflection.xyz, @astriaorg
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Joined October 2014
- 1/ A brief preview of some @Uniswap v3 stats and analysis I've been looking at. Does this qualify as "alpha leak"? (have yet to use that term in a tweet 😅)
- As a researcher in crypto, the availability of data is 10x better than 3 years ago. @DuneAnalytics for quick query->graph cycles @flipsidecrypto for custom api endpoints on key projects @graphprotocol for deep well of community built subgraphs @nansen_ai for God Mode 🔍
- Fascinating microstructures emerging on @Uniswap v3 in these liquidity distributions. Would make some awesome NFTs 🤩. Here are the top 4 pools.
- The PVP-ness of the DeFi ecosystem has accelerated rapidly. 👑 @aave /@CurveFinance make stablecoins to go for the crown of primary issuer. ♻️ @MakerDAO launches a secondary lending protocol to stop giving free liquidity / yield to competitors. 🎯 Aave hard targets
- A whopping ~$38M of $Dai traded for $ETH in the past 24hrs (v slightly above peg). Mostly on @dydxprotocol and Oasis
- Created a new tool for visualizing @MakerDAO vault portfolio. makervaults.descipher.io h/t to @DeFiSaver for providing the data and @PrimozKordez for providing input
- Lot of folks think of price as a 1-dimensional variable, but time-scale, volume and distribution are critical. In that spirit, I've created a new live-updating resource for viewing a breakdown of the @MakerDAO $Dai volume across exchange + price-range: dai.descipher.io
- Markets are like musical chairs. Music going and everyone running around in a bull. In a bear, the music stops and everyone looking for a chair (product-market-fit). Anyone left without a chair will be sitting on the floor. 2022-23 the year of PMF.
- 💰Currently #DeFi replaces trust with massive overcollateralization. 💳 It will be very difficult to do away with this feature until we have a good, decentralized credit rating system. 🔒This would be accelerated by a widely proliferated, non-gameable identity solution.
