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DeFiyst

@DeFiyst

Followers
18K
Following
10K
Statuses
3K

Full time degen, part time trader. @splitcapital @apg_capital

Joined September 2021
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@DeFiyst
DeFiyst
@DeFiyst
4 days
RT @chiefingza:
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@DeFiyst
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@DeFiyst
5 days
@sshxbt Tokenomics still opaque I guess?
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@DeFiyst
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@DeFiyst
6 days
@0xaporia *sigh*
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@DeFiyst
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@DeFiyst
7 days
@functi0nZer0 Love to see it. Persistence wins.
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@DeFiyst
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@DeFiyst
7 days
@HsakaTrades @0xG00gly banger
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@DeFiyst
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@DeFiyst
10 days
@jvb_xyz Lot of people don't realize their strategy is effectively arbitraging institutional fund mandates.
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@DeFiyst
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@DeFiyst
11 days
@Crypto_McKenna Hyperliquid.
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@DeFiyst
DeFiyst
@DeFiyst
11 days
@cmsholdings Or 1/10 even
@0xLouisT
0xLouisT
@0xLouisT
11 days
VCs didn’t just get cooked this cycle, they often underperformed last cycle too. The survivorship bias in these dashboards is massive: 90% of VC portcos won’t even TGE or will go to zero before tokens are vested. Based on a decently large sample, my estimates for average VC returns would be: 2019–2020 vintages: - TVPI: 4x - DPI: 1x Recent 2021–2022 vintages: - TVPI: 1.2x - DPI: 0x
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@DeFiyst
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@DeFiyst
12 days
@cited Throwback to Digital Eyes also
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@DeFiyst
DeFiyst
@DeFiyst
14 days
@mewn21 @sassal0x EF selling, and Trump buying through WLFi. CoWSwap 🤝 What a world we live in. Welcome back Mewny
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@DeFiyst
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@DeFiyst
14 days
@0xSmit Almost as impressive as the largest team wallet continually selling unlocked tokens since TGE
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@DeFiyst
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@DeFiyst
15 days
@kolelee_ congrats!
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@DeFiyst
DeFiyst
@DeFiyst
18 days
@ThinkingUSD Hyperliquid.
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@DeFiyst
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@DeFiyst
20 days
RT @Free_Ross: FREEDOM!!!!
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@DeFiyst
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@DeFiyst
21 days
@AviFelman Congrats!
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@DeFiyst
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@DeFiyst
26 days
@ItsAlwaysZonny Congrats!
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@DeFiyst
DeFiyst
@DeFiyst
1 month
@Fiskantes scary how little due diligence people do
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@DeFiyst
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@DeFiyst
1 month
RT @fejau_inc: Just live to fight another day bros
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@DeFiyst
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@DeFiyst
1 month
@Togbe0x lmao
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@DeFiyst
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@DeFiyst
1 month
@RunnerXBT Yupp
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