beeshal 🌊 retweeted
~15% annualised on your bitcoin over the last 6 months.

And your exposure stayed 100% bitcoin the whole time.

Today it’s paying 38.88%.

WBTC-cbBTC smart collateral + smart debt on @0xfluid 🧵
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beeshal 🌊 retweeted
Fluid has some of the best yield strategies for BTC.

Since May, WBTC-cbBTC/WBTC-cbBTC loop on Fluid at 20x leverage generated almost 15% APY on average.

The yield is primarily coming from the trading fees earned on the WBTC-cbBTC pair.
~15% annualised on your bitcoin over the last 6 months.

And your exposure stayed 100% bitcoin the whole time.

Today it’s paying 38.88%.

WBTC-cbBTC smart collateral + smart debt on @0xfluid 🧵
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Slide from Q3 Update - #1 Lending Protocol on Solana

Lending protocol's had a lot to navigate this year, Jupiter Lend remained stoic, growing throughout the turbulence.

Cya’s at Breakpoint 🫡
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beeshal 🌊 retweeted
I have a habit of researching places before I travel, mostly good coffee, and saving it all to a Google list. Turns out not everyone does this, so here’s mine:
maps.app.goo.gl/9fS4pVibsuGwaf…

Mostly cafes, a few galleries. Will keep adding when I have time. Feel free to use it as your guide.
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beeshal 🌊 retweeted
The fastest TLDR, we earn 2x rev compared to our peers due to a diversified product suite.

DEX v2 along with more Q4 launches will only increase that gap.

Happy to give you the full spiel any time. Let me know.
Lot of people telling me to look into ethereum:0x6f40d4a6237c257fff2db00fa0510deeecd303eb what am I missing
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The fastest TLDR, we earn 2x rev compared to our peers due to a diversified product suite.

DEX v2 along with more Q4 launches will only increase that gap.

Happy to give you the full spiel any time. Let me know.
Lot of people telling me to look into ethereum:0x6f40d4a6237c257fff2db00fa0510deeecd303eb what am I missing
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DEX v2 is a primitive that will birth an entire ecosystem structured products.
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beeshal 🌊 retweeted
Why is $FLUID trading like @koolkrypto223 started TWAP'ing 👀
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beeshal 🌊 retweeted
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beeshal 🌊 retweeted
📊 @jupiterexchange is taking over solana's lending market.

according to @blockworks data, jupiter lend now leads @kamino across 5 key metrics.

the numbers are pretty interesting:

- total deposits: $2.78b vs $2.17b
- outstanding loans: $1.12b vs $855m
- utilization: 40.34% vs osits: $1.33b vs $652m
- stablecoin loans: $907m vs $532m

jupiter's dominance in stablecoin lending is insane, with over 2x kamino's deposits and 70% more outstanding loans.

jupiter now commands 53% of the tracked lending deposit market, compared to kamino's 41%.

from dex aggregation to lending, jupiter's defi expansion is gaining serious traction on solana.
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beeshal 🌊 retweeted
Fluid DEX v2 is a primitive that will power a whole ecosystem of products, each bringing more flow back to Fluid.

But, at launch while people are learning the ropes, even basic MM strategies become a tonne more capital efficient.
Fluid DEX v2 is live in limited beta 🌊

→ Custom range orders on both Smart Collateral and Smart Debt
→ Hooks, dynamic fees, onchain limit orders, and more

Open to try, with tight limits during beta:

fluid.io/1/dex-v2
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Fluid DEX v2 is a primitive that will power a whole ecosystem of products, each bringing more flow back to Fluid.

But, at launch while people are learning the ropes, even basic MM strategies become a tonne more capital efficient.
Fluid DEX v2 is live in limited beta 🌊

→ Custom range orders on both Smart Collateral and Smart Debt
→ Hooks, dynamic fees, onchain limit orders, and more

Open to try, with tight limits during beta:

fluid.io/1/dex-v2
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beeshal 🌊 retweeted
Fluid DEX v2 is live in limited beta 🌊

→ Custom range orders on both Smart Collateral and Smart Debt
→ Hooks, dynamic fees, onchain limit orders, and more

Open to try, with tight limits during beta:

fluid.io/1/dex-v2
Introducing Fluid DEX v2 🌊

We’ve taken inspiration from everything in DeFi to build something beyond just a better DEX — we're creating the most advanced decentralized exchange the crypto space has ever seen.

🧵 👇
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beeshal 🌊 retweeted
FLUID OPENS DEX V2 BETA WITH CUSTOM TRADING RANGES FOR COLLATERAL AND BORROWED ASSETS

@0xfluid’s Smart Collateral can earn lending interest while backing a loan. New pool creation remains disabled.

Read more here:
thedefiant.io/news/defi/flui…
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beeshal 🌊 retweeted
fluid q3 call just ended. lots to take away

impressive what this team ships on a ~300k/month dao budget 🧵
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beeshal 🌊 retweeted
Fluid revenue update:

→ Up 26% since June
→ $709K in September, an $8.5M annualized run-rate
→ Q3 up 19% QoQ

More to come as we verticalize the stack.
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beeshal 🌊 retweeted
I’ve held $FLUID since it was INST, 3 years ago.

Am I just stubborn? Is this textbook bag bias?

DEX V2 is finally going live after a long wait. And there’s much more to @0xfluid now than when I first bought.

Here’s why I’m still bullish:

the-edge.xyz/p/why-i-m-stil…
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beeshal 🌊 retweeted
If I could tell someone in their early 20s one thing, I would say work hard, build a career, and chase success, but don’t make the mistake of thinking that is what life is all about.

I spent years working 12 hours a day, 7 days a week. It gave me an edge, helped me get to where the person I have become. But early on the way, I realized that being good at making a living and being good at living are two very different things.

I have always been sincere about my work. I have never looked for shortcuts and have always tried to do the best I could at every job. This probably comes from how I was brought up (strict CIS parenting, with little room for joy, emotions, or the idea that doing something poorly was ever acceptable).

But there are more important things in life than professional success.

Don’t get me wrong. I still work 12 hours a day on weekdays, put in half a day on Saturdays, and work on Sundays when something important comes up. But I’ve never measured someone’s success by their career achievements or how much money they have.

From a young age, I realized that real happiness comes from other things: love, family, interests, and freedom of thought, movement, and choice.

And just by being together with my wife, I realized that no amount of money in the world will make me happier or more successful. Maybe not in the eyes of others, but certainly in my own.

I have met plenty of “successful” people when it comes to their careers. But I think most of them, if not all, have lost the bigger game in the long run. They might be great at what they do professionally, but have very little else to offer as people.

And honestly, I have fallen into this trap myself, at least partially. I can barely talk about anything other than work. When I go on vacation, I rarely switch off and find myself thinking about work instead of enjoying the break. Outside of my job, I am a pretty boring person.

That said, you have to work hard. Be honest and give your best in everything you do, whether it is your job, your relationships, or sports. Take responsibility for your life. Your decisions, your actions, and your willingness to put in the effort shape the person you become. Don’t look for shortcuts or try to play everyone around you to get on top.

Professional success and the feeling of accomplishment that comes with it are very important for most men.

But don’t become so busy making a living that you forget to make a life.
Revolut CEO Nik Storonsky: “The US is not that competitive. Europe is even less competitive.”

“China is competitive.”

“China is 9/9/6. Even if you are good in Europe, or in the US, how can you out-compete the people who work 9:00 to 9:00, six days a week?”

“I started in a 40 companies. Within 5 years, only 3 companies survived. They all worked on the weekends.”

“Within 10 years, only 2 companies survived out of 140.”

“Working weekends is a must if you want to survive. Purely statistically.”
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beeshal 🌊 retweeted
btw this is @laukiantonson at Fluid

He (it?) has its own email, tg, slack, joins the call, does github commits, etc etc. Does much more work than a single employee can physically accomodate
Revolut co-founder and CEO Nik Storonsky on building a full-stack AI employee with today’s technology:

“I think we’re just in the beginning. We automated customer support, so 90% of all customer support team is automated now. Before, it used to be 5,000 people plus. Now it’s , engineering is automated as well. We increased speed of engineers by 30%. Translation, cross-selling as well, done by LLMs now. A lot of things.”

“I think the ultimate goal, or at least a bet for us now, is to be able to build a full-stack AI employee. I think it’s completely doable with current technology.”

“It’s not like a chat tool or another interface where you tell what to do and then it produces something.”

“No, it’s more like an AI employee which can join calls with you, which has email, which has a Slack account, which has access to all internal back-office systems and can do work.”

“I think that’s kind of the ultimate goal that, sooner or later, the majority of companies will come to.”

FT: @davidsenra @NStoronsky
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2026, the year of the RFP.
Short term extraction over long term value creation.

It's interesting seeing fundamental investors form projections around protocol economics when they're missing out on such a massive amount of information.

Let's build a real business.
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