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X @Andy
Andy· 2025-07-05 10:55
RT Marc, the Degen CEO of Polygon Labs (💜,⚔️, ※) (@0xMarcB)True!But, for it to happen, DeFi needs to be built in the most ideal way. This is why @katana was built from first principles. Deepen liquidity with concentrated liquidity in only 1 lending protocol, 1 spot DEX, 1 perp DEX, and 1 token launchpad. Leverage yield from all sources to provide better yields.With this formula, DeFi will win. ...
Heroic Ventures' Michael Fertik on investing in defense: The war machine is back on
CNBC Television· 2025-06-30 13:03
Defense Industry Trends - Increased venture funding for defense startups driven by ongoing conflicts, potentially leading to further innovation [1] - Expectation of a durable trend of increased spending in the defense sector, possibly a continuation of the Cold War or the beginning of World War II [2][3] - NATO member countries are committing to spending 5% of their GDP on defense [3] - Cultural aversion in Silicon Valley towards supporting American defense is diminishing, making the sector more attractive for investment [4] - Market pull for the entire defense supply chain, including startups, is increasing [4][5] Procurement Challenges & Solutions - Both increased overall defense spending and a reallocation towards more efficient, higher-tech defense companies are anticipated [6] - Lengthy procurement cycles (NATO: ~17 years, US DoD: ~7+ years) pose a significant challenge for startups [7] - Efforts are underway to reduce and rationalize procurement cycles to enable startups to participate effectively [8] - Bureaucratic processes and a lack of financial incentives in the military hinder the adoption of innovative solutions from startups [11][12][13][14] Venture Capital & Private Equity Concerns - Illiquidity and lack of distributed capital (DPI) are major crises facing VC and private equity [17][18] - The concept of "private forever" is alarming because the industry depends on long-term liquidity to pay back distributions [20] - Extension of fund lifecycles (from 8 years to 12-15 years) and compression of fees are indicators of the liquidity crisis [21]
X @Lookonchain
Lookonchain· 2025-06-26 01:09
The #Trump Meme Team removed 4.4M $USDC and 347,438 $TRUMP($3.12M) in liquidity 6 hours ago.They then bridged 4.4M $USDC to #Ethereum and transferred 347,438 $TRUMP($3.12M) to a new wallet.https://t.co/ORSLE6vJiAhttps://t.co/SYyNae1nio https://t.co/okTk1u0Ow9 ...