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davidesilverman
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davidesilverman
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This quarter alone @0xPolygon Labs has launched 2 net new products each already exceeding 5MM annualized revenue. Some folks talk about the revenue meta, we are quietly delivering it.
This quarter alone @0xPolygon Labs has launched 2 net new products each already exceeding 5MM annualized revenue.
Some folks talk about the revenue meta, we are quietly delivering it.
davidesilverman
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next: top 10 curator on DeFiLlama goal: before end of next week what next: first fintech & non-agglayer chain join VaultBridge 👀
next: top 10 curator on DeFiLlama
goal: before end of next week
what next: first fintech & non-agglayer chain join VaultBridge 👀
davidesilverman
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Morpho V2 vs Aave V4 is going to be super interesting to watch. Morpho is going all in on the curator model while Aave appears to be doubling down on the monolithic design. One is clearly optimized towards the mullet play the other is very much a vertical integration play.
Morpho V2 vs Aave V4 is going to be super interesting to watch.
Morpho is going all in on the curator model while Aave appears to be doubling down on the monolithic design.
One is clearly optimized towards the mullet play the other is very much a vertical integration play.
AAVE
MORPHO
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WhaleDeRiskETH
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I see this as a strong opportunity to pay attention to $ETH The main reason is the wide gap between its current price and what could be considered its fair value. Based on the MVRV ratio, Ethereum is now just as undervalued as it was during: The April 2025 market crash The June 2022 bottom after the Luna collapse The March 2020 COVID crash The December 2018 bear market low Each of those moments turned out to be an excellent accumulation zone for ETH. Historically, periods like this have rewarded investors who stepped in while sentiment was still weak. #WhaleDeRiskETH
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