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Thanks for the thoughts and presentation, I feel these videos combine the ‘I read ….’ Videos and your thoughts into well presented views and opinions. This video provides a good structure on how to look at play/strategies that we can all use in our crypto journey, whether its early or late in one’s cycle. Appreciate the time and detail you spend on these videos.
I remember those old videos on AAVE, what brought me here and was my first real interactions with DeFi and bridging. Years later I now work in the the crypto industry and I bridge and use L2s weekly.
Really like your content. There is a reason why ETH DeFi/ETH is down only. Crypto's user ecosystem growth is highly dependent on price reflexivity and ETH DeFi TVL is overly dependent on ETH's valuation. So ETH DeFi can't really outperform ETH because it is so dependent on ETH. This fact is no different for Aave. The user growth is now happening on Solana side. And Aave's brand awareness is really in the EVM world. Plus, you even see a lot of competition against Aave from emerging L2s' protocol. Right now Aave is sitting at 25-30 multiple, fair pricing. For it to double, you really need to see ETH double or ETH user base to double. I am not seeing this happening for the latter case. In the former case, it is just better to hold ETH. ETH DeFi token is just trapped it can't perform better than ETH but it can absolutely do worse when ETH goes down. The root problem with them is they are too ETH-centric and many are too arrogant to explore growing ecosystems like Solana to capture new user base.
@@louiec1848 Plenty. Kamino, Drift, MarginFi, etc. All of them are printing on deposits because SOL degens are levered like crazy and bullish asf. You see high APY on USDC north of 10% from all leveraged borrowing. So these protocols are eating nice on the spread.
Thanks for sharing such valuable information! I have a quick question: My OKX wallet holds some USDT, and I have the seed phrase. (behave today finger ski upon boy assault summer exhaust beauty stereo over). How should I go about transferring them to Binance?
Taiki, the most mid-curve thing from this video was you staked. With a cool-down window. Crazy. If you really believe in AAVE, then borrow against it. Even if you're risk averse, just borrow to 20% LTV. I can almost guarantee you your AAVE will make more than 4% doing this. Gotta stop mid-curving, man. Shouldn't really be staking anything tbh. Definitely not for 4%.
You mentioned at the 31:51 that LIDO is "probably good", but LIDO is pretty sth *can't hear it clearly*. Would you mind elaborate on that? LDO has high flow to FDV but at the same time it doesn't have value accrual afaik
The staked fee of around 4% is not worth the risk of 30% slash. They need to increase that rate by a lot to get people to join the protocol. 99% slash for the GHO token is wild for the return.
❤💛💚💙 If ETH goes to $14k, that's 4x. If AAVE does 10x.... you only get +2.5x on AAVE/ETH. That is considered an abysmal failure. (Because AAVE needs 10x on ETH just to get back to its 2021 AAVE/ETH highs). Basically AAVE needs to do 40x to break-even to ATH
I don't understand the prevailing narrative that the ETH ETF is good for SOL. This is just insane to me. There's not necessarily a reason to believe that a SOL ETF approval is imminent nor that it would be particularly successful even if it were. An ETH ETF is good for ETH not for SOL.
Well glad you thought that through its, prolly because the metrics and growing community and developers, it's size in comparison, idk what else the charts, the sol/btc , sol/eth sol/usd outperformance....... I mean I could keep listing, fact is 2 different products, room for both in the space, bullish on both
@@seanmonear4917 I'm not dogging SOL necessarily, I am just saying that an ETH ETF has nothing to do with SOL so this narrative being promoted by shills makes no sense.
Every new achievement by Cyberopolis is a step towards realizing a vision of a more accessible, decentralized crypto world. Excited to be a part of it.
Can anyone explain why ppls keep going thanks taiki , time to short aave. Is taiki like reverse jim crammer? Not sure who he is, be great if someone can explain
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Thanks for watching until the end! If you want more content, please check out:
Free Newsletter: hfaresearch.substack.com/
Free Telegram: t.me/+3LgpNxIgJ4IzY2Fh
Join the Humble Farmer Army: whop.com/humble-farmer-army
Taiki please not when I’m long
taiki continues to midcurve, applying rationality to irrational processes
The most mid curve thesis possible you’re genuinely outdoing yourself king 👏
thanks taiki. shorting aave now
Congrats on the 100k keep up the great work!
Congrats on 100k Taiki!
Cyberopolis ability to innovate and execute on its vision makes it a standout project. This is just the beginning of a long success story.
Thanks for the thoughts and presentation, I feel these videos combine the ‘I read ….’ Videos and your thoughts into well presented views and opinions. This video provides a good structure on how to look at play/strategies that we can all use in our crypto journey, whether its early or late in one’s cycle. Appreciate the time and detail you spend on these videos.
I remember those old videos on AAVE, what brought me here and was my first real interactions with DeFi and bridging. Years later I now work in the the crypto industry and I bridge and use L2s weekly.
I’m here for the nerdy stuff and need it even more deeper….. thanks. Go deep into defi
Thank you taiki I like this content format much better.
I’m in the arena, picking bottoms 👍
Thanks Taiki, I share your thesis. I think Aave is a $100 billion protocol in the making.
AAVE up 50% since the day he posted this to everyone hating on the coin/shorting it. Consistent growth the last year. 😅😂
good overall content. Time to put the utility back in crypto
Really like your content. There is a reason why ETH DeFi/ETH is down only. Crypto's user ecosystem growth is highly dependent on price reflexivity and ETH DeFi TVL is overly dependent on ETH's valuation. So ETH DeFi can't really outperform ETH because it is so dependent on ETH. This fact is no different for Aave. The user growth is now happening on Solana side. And Aave's brand awareness is really in the EVM world. Plus, you even see a lot of competition against Aave from emerging L2s' protocol. Right now Aave is sitting at 25-30 multiple, fair pricing. For it to double, you really need to see ETH double or ETH user base to double. I am not seeing this happening for the latter case. In the former case, it is just better to hold ETH.
ETH DeFi token is just trapped it can't perform better than ETH but it can absolutely do worse when ETH goes down. The root problem with them is they are too ETH-centric and many are too arrogant to explore growing ecosystems like Solana to capture new user base.
Totally agree. Is there a decentralized lending protocol on solana at the moment.
@@louiec1848 Plenty. Kamino, Drift, MarginFi, etc. All of them are printing on deposits because SOL degens are levered like crazy and bullish asf. You see high APY on USDC north of 10% from all leveraged borrowing. So these protocols are eating nice on the spread.
Great video! thanks man. DCA AAVE
Versidium's technology is ahead of its time. This will be huge!
The anticipation around Cyberopolis next steps is electric. This project has captured the imagination of the crypto community.
Cyberopolis approach to combining technology, community, and strategy is setting new standards in the crypto industry.
Thanks for sharing such valuable information! I have a quick question: My OKX wallet holds some USDT, and I have the seed phrase. (behave today finger ski upon boy assault summer exhaust beauty stereo over). How should I go about transferring them to Binance?
I see Versidium as a long-term hold. Great fundamentals!
Versidium's use case is exactly what the crypto world needs.
Taiki, the most mid-curve thing from this video was you staked. With a cool-down window. Crazy.
If you really believe in AAVE, then borrow against it. Even if you're risk averse, just borrow to 20% LTV.
I can almost guarantee you your AAVE will make more than 4% doing this.
Gotta stop mid-curving, man. Shouldn't really be staking anything tbh. Definitely not for 4%.
Great Job on the 100k , I would also like to be full time crypto
The security features of Versidium set it apart from others.
The more I learn about Versidium, the more I believe in its vision.
Versidium is making moves quietly. Keep an eye on it!
A sequel to canto saga?
please no
Great conclusion
You mentioned at the 31:51 that LIDO is "probably good", but LIDO is pretty sth *can't hear it clearly*. Would you mind elaborate on that? LDO has high flow to FDV but at the same time it doesn't have value accrual afaik
Top
Breathe... chill, way of zen ~ no need to believe ~ de facto: No one is immune to stupidity.
Cyberopolis strategic initiatives and partnerships are laying the groundwork for a new era in crypto. The future looks bright.
Just opened a short on Aave. Thanks for the free money! We are farming Taiki
How did that work out for ya?
@@alanmacdonald88 My short tis printing Money. Thanks for asking!
@@alanmacdonald88 damn son excellent
Lost your shirt. LOL
It's been a while! 🤨😉
Taiki back 🎉
Cheers
I don't even own aave but please god let taiki be right one time
🙌
The staked fee of around 4% is not worth the risk of 30% slash. They need to increase that rate by a lot to get people to join the protocol. 99% slash for the GHO token is wild for the return.
you really sold mkr when the weekly looks insane?
Man in bull run anything can 10x but avve seems pretty strong
thoughts on Ethena, and Aerodrome?
Cyberopolis is crafting a legacy in the crypto space with its innovative solutions and community-driven approach. This is history in the making.
❤💛💚💙 If ETH goes to $14k, that's 4x.
If AAVE does 10x.... you only get +2.5x on AAVE/ETH.
That is considered an abysmal failure.
(Because AAVE needs 10x on ETH just to get back to its 2021 AAVE/ETH highs).
Basically AAVE needs to do 40x to break-even to ATH
I believe
Congrats! From being dumped on by alameda in farms to glory.
thanks for the free money shorting aave taiki, im up hard
short with 100x lev
Oof
Shorting aave thanks bro o7
DePin has less regulatory hurdles than DeFi IMO
Taiki, why? Why you do this ?
you didnt mention kamino
Please get Arthur0x back on the pod!
3 weeks later and Aave is pumping
& 1 more 👍
the r/r is absolutely not there on aave/eth when the chart looks like that lol
Rip my AAVE bag - thanks
Cyberopolis relentless pursuit of excellence and innovation in the crypto space is why I'm a firm believer in its long-term success.
i think 10x imposible if it rich ATH 5x
dats 10000x on leverage
lets bet it
so Aave = TIAv2
RIP aave
Been tracking Versidium's development. Impressed with the progress!
Seems taiki has lost his edge since the polygon days....
Mid curve
Everything 10x in bull lol
I don't understand the prevailing narrative that the ETH ETF is good for SOL. This is just insane to me. There's not necessarily a reason to believe that a SOL ETF approval is imminent nor that it would be particularly successful even if it were. An ETH ETF is good for ETH not for SOL.
Well glad you thought that through its, prolly because the metrics and growing community and developers, it's size in comparison, idk what else the charts, the sol/btc , sol/eth sol/usd outperformance....... I mean I could keep listing, fact is 2 different products, room for both in the space, bullish on both
@@seanmonear4917 I'm not dogging SOL necessarily, I am just saying that an ETH ETF has nothing to do with SOL so this narrative being promoted by shills makes no sense.
If you're looking for a solid x100, Versidium should be on your radar.
Every new achievement by Cyberopolis is a step towards realizing a vision of a more accessible, decentralized crypto world. Excited to be a part of it.
Versidium's recent update shows they're serious about success.
Versidium could be the dark horse of this crypto race.
The energy and passion behind Cyberopolis are palpable. This project has ignited a fire in the crypto community that's hard to ignore.
Rwa bro
Can anyone explain why ppls keep going thanks taiki , time to short aave. Is taiki like reverse jim crammer? Not sure who he is, be great if someone can explain
❤