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Stacy Muur
64,475 Twitter followers
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In Web3 since 2016. Ex CMO, (too) passionate about research & data. Founder https://t.co/YxZBKWgjYJ Telegram channel: https://t.co/d5Ioy4qbi8
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Stacy Muur
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Automating delta-neutral strategies removes the complexity. It doesn't remove the risk. "Delta-neutral" doesn't mean risk-free. It just means you're hedging price direction. The rest of the risks are still there: 1/ Funding flips You're collecting yield until sentiment shifts. Rates that were paying 80% can turn negative fast. Now you're paying to hold the position instead of collecting. 2/ Liquidation risk Example: • You open a BTC long on one exchange, short on another • BTC dumps hard, your long gets liquidated • BTC reverses immediately after • Your short stays open • The entire setup turns into a directional loss A stop-loss helps, but if the price moves fast enough, it might not save you (think Oct 10, 2025). 3/ Gamma risk Your long and short start balanced, but as price moves they drift apart. Without constant rebalancing, you're carrying a directional position without realizing it. 4/ Counterparty risk You're spread across multiple exchanges at once. If one freezes withdrawals or goes down, your whole setup breaks. FTX was a reminder that these scenarios aren't theoretical.
Ecliptica
@EclipticaOS
03-25
The best yields in crypto aren't in pools anymore. They're in funding rates. 50-100%+ APY. Delta neutral. One-click funding arbitrage coming soon. Hyperliquid, Bybit, Binance, Derive, Deribit, Lighter, dYdX, Paradex, OKX, BitMEX, Kraken, Huobi, Bitget — all connected. AI finds
BTC
2.95%
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Stacy Muur
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Institutions are sitting on more BTC than ever with almost no way to earn yield on it or borrow against it onchain. I already talked about @MezoNetwork back in 2025 when the Bitcoin banking narrative was emerging. What they built is a flywheel in which institutions depend on retail liquidity to access yield. → Users and institutions deposit BTC → They borrow MUSD against it, generating loan interest → DEX trading and bridge activity generate additional swap and chain fees → All fees flow to veBTC holders who vote on gauges → Institutions pair their veBTC with veMEZO to increase voting power and yield Most institutions operate under BTC mandates and won't buy MEZO directly, so they rent veMEZO from retail holders through the matching market. More institutional BTC flows in = more demand for your locked $MEZO. And token holders sit at the center of that loop. This inverts the usual dynamic. IMO Mezo could be one of the cleanest plays in the Bitcoin banking narrative. twitter.com/stacy_muur/status/...
BTC
2.95%
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