Jfabeth

Age 0.6 Yıl

Peak Tier 0

No content yet

Jfabeth

3h ago

Just off a call with the private wealth team at a major wall street bank. Their words, not mine:
"LINK is less correlated to NASDAQ than BTC. It's a true portfolio diversifier — fits in both the disruption/venture bucket and the macro hedge bucket."
And the kicker: a BTC-LINK barbell outperforms a BTC-XRP barbell.
The institutional thesis for @chainlink isn't "crypto exposure." It's better portfolio construction.

BTC-0,2%

LINK0,95%

XRP0,84%

2 Likes

Reward
2
Comment
Repost
Share

Jfabeth

5h ago

The @SkyEcosystem is experiencing parabolic growth as we speak.
The supply of sUSDS (high-yield savings account for USDS) grew by 38% in the last 30 days, equal to $1.63 billion USD. Since October, its supply has doubled.
Thanks to its RWA collateral, made up of T-Bills and corporate debt, Sky can offer a consistently higher yield than competitors, and even competitive to TradFi yields.
Nothing short of impressive.

SKY-0,55%

1 Likes

Reward
1
Comment
Repost
Share

Jfabeth

5h ago

The @SkyEcosystem is experiencing parabolic growth as we speak.
sUSDS (high-yield savings account for USDS) grew by 38% in the last 30 days, equal to $1.63 billion USD. Since October, its supply has doubled.
Thanks to its RWA collateral, made up of T-Bills and corporate debt, Sky can offer a consistently higher yield than competitors, and even competitive to TradFi yields.
Nothing short of impressive.

SKY-0,55%

1 Likes

Reward
1
Comment
Repost
Share

Jfabeth

04-02 12:08

CT will try to convince you that $AAVE is down 50% because of the Labs vs DAO dispute. In the same timeframe:
> $ETH: -37%
> $LINK: -36%
> $XRP: -33%
> $ENA: -67%
> $ARB: -57%
> $ETHFI: -42%
@Aave is good, it just launched v4, and is actively working in onboarding institutions.

AAVE-0,76%

ETH-0,42%

LINK0,95%

XRP0,84%

Reward
like
Comment
Repost
Share

Jfabeth

04-01 11:08

Climb mountains not so the world can see you, but so you can see the world.
- David McCullough Jr.

Reward
like
Comment
Repost
Share

Jfabeth

03-28 17:41

ICYMI: @aave's first public quarterly update took place Yesterday.
Highlights include:
> 2026 Roadmap (Leverage, vaults, team accts)
> SOC2 compliance
> Aave App (Fintech in front, DeFi in the back)
> Token centric model: 100% of Product & Protocol revenue to Aave DAO (BIG win)
After watching the livestream, I am quite certain that Aave is extremely well positioned to see exponential growth in 2026, and I can't see a scenario where this doesn't become the new standard for DeFi protocols.
Accountability & transparency will be increasingly important as this industry moves forward.
Great work by

AAVE-0,76%

2 Likes

Reward
2
Comment
Repost
Share

Jfabeth

03-26 23:31

Anyone claiming DeFi yields are dead doesn't understand the mechanics behind them.
DeFi yields have always been cyclical.
High interest rates = lower DeFi utilization & supply APYs.
Low interest rates = higher DeFi utilization & supply APYs.
However, @sparkdotfi might've achieved permanently competitive yields by integrating high quality RWAs as collateral to their savings vaults.
By doing this, Spark is able to offer:
> Higher yields than the rest of DeFi during low utilization periods
> Higher yields than TradFi during high utilization periods
Quite genius if you ask me.

1 Likes

Reward
1
Comment
Repost
Share

Jfabeth

03-24 14:11

Every single chain claims to be hyperscaling, but @arbitrum is actually doing it.
> ArbOS 51 enabling predictable fees
> Stylus allowing for Rust smart contracts
> Imminent 96kb smart contract sizes (for rust/c/c++/move) and multidimensional gas pricing
BIG difference.

ARB1,21%

Reward
like
Comment
Repost
Share

Jfabeth

03-23 12:16

The more DeFi incidents I see, the more I appreciate @chainlink’s track record and that it has never been hacked.
My condolences to everyone affected this weekend.

LINK0,95%

2 Likes

Reward
2
Comment
Repost
Share

Jfabeth

03-21 13:18

Lately I’m growing very fond of contrarian takes on this platform.
Quite tired of the countless yes-men that just repeat BS consensus takes for engagement.
Useful insights comes from people who actually think.

1 Likes

Reward
1
Comment
Repost
Share

Jfabeth

03-21 13:07

Lately I’m growing very fond of contrarian takes on this platform.
Quite tired of the countless yes-men that just repeat BS consensus takes for engagement.
Real alpha rarely comes from consensus, it comes from people who actually think.

2 Likes

Reward
2
Comment
Repost
Share

Jfabeth

03-18 03:06

ARRIBA VENEZUELA🇻🇪🇻🇪
Venezuela just beat the USA 3-2 to become the world champions.
WHAT A GAME.

1 Likes

Reward
1
Comment
Repost
Share

Jfabeth

03-17 20:13

this is @0xDouwe

2 Likes

Reward
2
Comment
Repost
Share

Jfabeth

03-17 16:11

Most tourists see Chainlink as “oracles”, immediately blowing their cover.
Actual builders know that @chainlink is *the* backbone of onchain systems: data, messaging, and orchestration.
Once tokenization takes off, $LINK can be a BIG winner.
Not even a shill. Just the truth.

LINK0,95%

Reward
like
Comment
Repost
Share

Jfabeth

03-17 10:10

I'm begging you: stop using LLms for your personal relationships.
Having ChatGPT or Claude write your texts or validate your feelings isn't helping you know your worth.
It's slowly alienating you from the people who actually matter.

1 Likes