Vance Spencer

Vance Spencer

94,741 Twitter followers

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Co-founder @hiframework, board @endaomentdotorg, formerly @netflixjp. nothing I tweet is financial advice, views my own.

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Prediction market clones will continue to raise silly amounts of VC funding until Hyperliquid launches their own After that it will be clear for all participants involved

$100M+ in SKY buybacks. Why they work, according to Sky Frontier Foundation's analysis. twitter.com/SkyEcosystem/statu...

Please do the Maths Aave currently yields 1.9% on USDT, come get 3.75% in spUSDT backed by @SkyEcosystem twitter.com/pythianism/status/...

The best case for natural humans and animals is an eternal minimally disturbed safari park / nature reserve experience on mother earth

$1B allocated from DeFi into AAA CLOs. An example of onchain capital reaching traditional U.S. credit markets. Kevin Chan from @grovedotfinance.

Warsh will be dovish His comments from 15 years ago are basically irrelevant Warsh is wearing the crown now and no longer an inexperiencd 30 y/o republican vying for attention during the Obama years

Common denominator for Defi success = RWAs. Bullish @SkyEcosystem , bullish @sparkdotfi , bullish @3f_xyz . Appropriately risk curated deployments are the future of on-chain yield :) twitter.com/3f_romeo/status/20...

I am always amazed why so few people talk about it. @SkyEcosystem is an absolute beast. $SKY is against bitcoin ~20% up. Everyone talks about stablecoins, but no one talks about the fact that its the only stablecoin that offers ~4% yield, even for very large amounts. Many stablecoins may currently offer higher yields, but can they do so with $10b TVL? twitter.com/mirkes_/status/201...

Would you rather buy Workday at $42Bn or Hyperliquid at $31Bn

Probably bullish for ETH in the long term

@VitalikButerin

There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts: * L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected * L1 itself is scaling,

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