gen (@genye0h) / X

gen

844 posts

gen

@genye0h

@mirana | prev @Delphi_Digital

Joined November 2020

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gen
@genye0h
Apr 30
@isc_mirana and I wrote about where the biggest opportunities are emerging in New Financial Infrastructure. From agentic commerce to embedded finance, a new stack is being built– real-time, global, programmable, and intelligent from day one. Read more here!👇
Mirana Ventures
@mirana
Apr 29
1/ A new layer of financial infrastructure is being built from scratch: real-time, global, programmable, and intelligent from day one. It's being enabled by a common set of primitives: stablecoins, tokenization, smart contracts, open APIs, and AI. Here's where we see the most
gen
@genye0h
Nov 24, 2021
0/ As investors in both $AAVE and $LUNA, we at Delphi are very much FOR this proposal We believe UST is the only truly decentralised stablecoin operating at scale and anticipate that the burgeoning Terra ecosystem will drive UST demand higher.
Add support for Terra USD (UST)
From governance.aave.com
gen
@genye0h
Dec 7, 2021
1/ Delphi Labs presents: Angel Protocol’s Token Design Over the last few months, we've been working with @angelprotocol to propose a design for the HALO token. We're now excited to present this proposal to the Terra Community 😇😇 members.delphidigital.io/reports/angel-… 🧵🧵Thread below👇👇
Angel Protocol Token Design - Delphi Digital
From members.delphidigital.io
gen
@genye0h
Oct 28, 2021
0/ Our team @Delphi_Digital just launched our new site/portal and is doubling prices for subscriptions next week!! Every analyst on our team was asked to pick one report to make public & share with CT I picked a report we published earlier this month: delphidigital.io/reports/flashi…
gen
@genye0h
Apr 21, 2021
0/ $BNB and $FTT have had a phenomenal price run this year, outperforming DEX tokens like $UNI and $SUSHI. In my latest report for @Delphi_Digital , I looked at the functionalities and value accrual mechanisms across a few exchange tokens. delphidigital.io/reports/exchan…
gen
@genye0h
Dec 17, 2021
Look ma, its me! @Delphi_Digital is everywhere 👀👀
gen
@genye0h
Feb 4, 2022
0/ @aaveaave is a protocol that needs no introduction. TVL on Aave currently stands at ~$12bn, a 6-fold increase from the start of 2021. They are the largest cross-collateral money market on Ethereum, @0xPolygon and @Avalancheavax and will soon be deploying on other chains.
gen
@genye0h
Mar 26, 2021
0/ After the market nuked this week, @JohJim & I considered outsourcing our bags so we researched on Active and Passive investing 👇👇👇👇 delphidigital.io/reports/passiv…
gen
@genye0h
Nov 24, 2021
Replying to @genye0h
3/ Allowing UST to be supplied and borrowed will also benefit Aave as it will bring a flow of liquidity and TVL in the form of UST tokens. Disclosure: Delphi Digital and members of our team are invested in LUNA and AAVE. Delphi labs is also incubating several projects on Terra.
gen
@genye0h
Jul 23, 2021
0/ Notes on Crypto Venture Capital Series Ep 5. Hosted by @Shaughnessy119 featuring @santiagoroel of @paraficapital Read on to find out more about: 📚 Santiago/ParaFi's investment principles and practices 🐂Why he is bullish Eth vs other L1s 🧠Thinking in probabilities + more
The Delphi Podcast
@PodcastDelphi
Jul 23, 2021
𝙳𝚎𝚕𝚙𝚑𝚒'𝚜 𝙲𝚛𝚢𝚙𝚝𝚘 𝚅𝙲 𝚂𝚎𝚛𝚒𝚎𝚜 ♨️ Ep. 5: @santiagoroel We discussed... ✅ Game theory ✅ Psych in crypto ✅ Fund-returning plays ...and much more! 👉 Watch & Read: delphi.link/Santiago 👉 Past Interview: delphi.link/Aug2020
gen
@genye0h
Nov 24, 2021
Replying to @genye0h
1/ While people are right to point out the risks of UST, centralised stables have their own risks as well. UST’s peg mechanism does have a risk of failure, however it has proven to be rather robust during downturns.
gen
@genye0h
Nov 24, 2021
Replying to @genye0h
2/ To put into perspective, other stables that Aave has onboarded have similarly deviated from peg in the past, at times to a greater degree than UST has.
gen
@genye0h
Aug 21, 2025
Whether you’re a founder pushing the frontier of payments or an investor backing the next wave, I'd love to chat!
Mirana Ventures
@mirana
Aug 21, 2025
1/ Fintech 1.0 transformed finance, but major gaps remain across geographies and product categories. Stablecoins emerge as Fintech 2.0: global, programmable, and 24/7. @isc_mirana examines the QED & BCG Fintech 2025 Report to uncover where Fintech 1.0 stalled and the
gen
@genye0h
May 21, 2021
Replying to @genye0h
1/ @BreederDodo, @0xProject, and @1inchNetwork are examples that have branched out from Ethereum. Though 1inch and 0x are currently the largest liquidity aggregators on Ethereum, it’s a different story on BSC. DODO’s trading volume has surpassed them in recent months.