fiddy

fiddy

4,545 Twitter followers

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Contributes: @curvefinance. Previously: @llamarisk, Quant (Energy Markets), Scientist (Earth Observation: Oxygen spectroscopy).

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Here’s a prediction. Git, as it is today, will cease to exist in 5 years time. Either it changes or someone else comes in. Forcing function; agents pushing to the same codebase all the time > you need to pull frequently > conflicts > time wasted managing conflicts.

if you dont understand what it means: you can no longer 'just use aave' anymore if bgdlabs is no longer at the helm securing things people take for granted.

BGD will be leaving Aave https://governance.aave.com/t/bgd-leaving-aave/24122…

I keep going back and forth but truly the best is no frontend for decentralised systems or fully open sourced frontends. twitter.com/fiddyresearch/stat...

Idk if people know this but in defi circles gauntlet is a joke. twitter.com/fiddyresearch/stat...

About 10 months ago I mentioned how permissionless markets carry immense reputational risk. This was after the MEV Capital, Gauntlet Usual fiasco at Morpho. Now this has bled over once again but to Euler and Morpho. Effectively, Aave runs a DAO-curated model. And this has been

Permissionless markets present a fundamental challenge: when issues arise, as they did today with Usual, it is often the platform that suffers the reputational fallout. In this case, Morpho’s name is being dragged through the mud. One might argue that such episodes will pass and

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