Building @Icarus_Fi | @ArbitrageBera
onchain
Joined March 2010
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Pinned Tweet
Listening to this banger every day @ArbitrageBera
youtu.be/G-TENfcGow4?feature…
Also available on Spotify 🧵
pbnather retweeted
Many people think that @metricxyz PropAMM is the holy grail of liquidity provision with high capital efficiency and no IL risk, just like bonding-curve AMMs such as CPMM/CLMM/DLMM.
But wake up, Tinker Bell.
The reality is: by LPing on Metric, you still get IL as usual (even higher than a normal CLMM if the curator doesn’t do a good job), and you’re also exposed to other risks like stale prices, rebalancing losses, and bad or malicious quotes.
At the end of the day, there’s no free lunch in LPing at all.
*In the picture, Trading P&L APR (the IL) of ETH/USDG pool on Robinhood is -18.80%.
pbnather retweeted
Kupujesz opcję. Bitcoin leci 40% w dół, potem wraca.
Nie ma likwidacji. Twoja pozycja dalej stoi.
Opcje są path independent i to jest cała różnica wobec perpów. Na perpie ta sama droga zamyka cię po drodze, nawet jeśli ostatecznie miałeś rację.
Tłumaczymy opcje od zera.
Opcje na Bitcoina od zera. Call, put i premia | Degen Yaps
Tłumaczymy opcje na Bitcoina od zera, dla osób które nigdy żadnej nie kupiły.
pbnather retweeted
Ok so @GrayGooEx is after 20 days already at $9k MRR
I'm like Rick Rubin meet Harry Potter, just shove me in a closet and let me cook
pbnather retweeted
Dziś miał wypaść dołek cyklu. Bitcoin jest na 86 tysiącach, nie poniżej pięćdziesięciu.
Dla wszystkich sidelined kalendarzyków mamy małą ściągę, w co mogą teraz blastować kapitał.
Nie musicie dziękować.
pbnather retweeted
Actually, looping PT-AUSD is giving even higher APY on @Neverland_Money, the native lending app on @monad
pbnather retweeted
Icarus is now live on @DefiLlama.
Track our onchain growth as we build out the liquidity engine of RISE.
pbnather retweeted
Stage0 is officially LIVE on @risechain mainnet. 🟩
But this isn’t just a launchpad going live.
We’re building the launch layer for the RISE ecosystem, giving builders the tools they need to go from an idea to something fully onchain.
Here’s what you can do with Stage0 🧵👇
pbnather retweeted
To be perfectly clear -- we are just getting started.
Strap in @Flowslikeosmo, its gonna be a ride.
*Ahem* @Elara_HQ tracking 20% cash-on-cash and trending higher... A lot planned for Back to School szn
pbnather retweeted
Something is coming to @risechain
and this time, you’ll be able to say you were here from the beginning.
Stage0 is almost home. 🟢
⏳
pbnather retweeted
I know a lot of you folks want to earn liquid yield.
Well, supplying AUSD into the isolated market on @Neverland_Money gives you 10.4% APR (5.4% in AUSD + 5% in MON) FULLY LIQUID.
Plus, you get 2.7% in DUST which you can lock to receive a weekly dividend payout in USDC.
pbnather retweeted
To celebrate @risechain and @Icarus_Fi going public, I thought I'd share some of my own thoughts on why I'm excited about the future.
I think @risextrade is the best competition Hyperliquid has gotten so far, and it comes down to one thing: fairness.
Fees are fair, and more importantly, latency is fair. There is exactly one API latency tier. Institutions and retail sit on the same level. The only zero-latency actor is XLP — everyone else shares the same API latency, regardless if you're Citadel or Ferengi.
That sounds like a small design choice, but it changes what's actually possible on the venue. Retail can deploy market making strategies without getting eaten alive by co-located infra. It opens the door to shorter timeframe strategies, even HFT at the vault level — something that's simply not possible on Hyperliquid today because of the fee structure and latency game.
I'd argue RiseX is the most fair perps venue in existence right now. And I'm not saying that from a biased position. It just is.
Thanks @sam_battenally @sashaaa
Let's keep building the future.