Brazillian born and raised. I've gone into the Ethereum rabbit hole and never came back. I'm currently focused on learning about any early-stage idea, researching every new protocol and helping to make this ecosystem more enjoyable. I also recently started diving into crypto analytics using Dune and some people seems to enjoy what I've built.
THE MERGE:
— Yule (@yulesa) April 14, 2021
1/21 Ethereum is about to get a series of enhancements that will differentiate it from other blockchains, especially Bitcoin. This thread hopes to lower the gap of asymmetric information towards what The Merge means and how close it is to change the blockchain space pic.twitter.com/EfssC70QYm
1/8 @pendle_fi released on Aug 18 a new functionality, Sushi LP Tokens. It breaks a liquidity position in Sushi into 2 different tranches and gives DeFi the really nice ability of striping yield out of a LP position.
— Yule (@yulesa) August 21, 2021
GENERIC CROSS-CHAINS BRIDGES:
— Yule (@yulesa) August 17, 2021
1/15 Current scaling solutions are taking the blockchain space into a multi-chain, design-tailored environment. Bridges are protocols to transfer assets from one chain to another and achieve some degree of composability and interoperability. pic.twitter.com/de92LBky7n
Which DEX is cheaper?
— Yule (@yulesa) July 26, 2021
1/13 Ethereum has several DEX that users can choose, but as each one take a different approach, they have different cost associate with a swap. So, which one to choose? This study compares empirically the cost of transaction fees when using each of them. pic.twitter.com/1DHAXjDWqN
1/7 New protocols for tranched assets have everything to become DeFi’s new building block, as a complement to the variable-rate lending protocols.
— Yule (@yulesa) July 5, 2021
Here is a deep dive exploring @pendle_fi with this Dune dashboard.https://t.co/moHY7AwKBV
LP RANGE DISTRIBUTION:
— Yule (@yulesa) June 20, 2021
1/11 For some time I was looking at V3 LP Range Distribution as an indicator of market sentiment about a specific asset. @0xEther, thanks for the tip. pic.twitter.com/PVWKI5G9WL
THE ARBITRUM ROLLOUT
— Yule (@yulesa) June 12, 2021
1/12 In a very few days Arbitrum will be released to the public, and as @Rewkang has put, it will be akin to the switch from dial-up to broadband.
Here is a thread on how Arbitrum is enhancing the Ethereum playing field and how huge this is going to be. pic.twitter.com/LN2gMcUlla
DEFI’S ZERO-COUPON BONDS (ZCB):
— Yule (@yulesa) June 7, 2021
A better way to set up a fixed-rate interest tranche in Defi is through the issuance of ZCB. This scheme enables market discovery of the interest rates and ease trading in and out of positions on any DEXs. pic.twitter.com/vgQFUb0dk9
TRANCHE AND HOW DEFI FIXED-RATE INTERESTS ARE POSSIBLE
— Yule (@yulesa) May 28, 2021
Projects are taking advantage of Tranches to bring fixed-rate yields to DeFi.
Tranche may sound like a very complex financial term but after learning it with an example we can see they are in fact very simple to understand👇 pic.twitter.com/YlGAxAYDWF
The stable coin design space is still very open.
— Yule (@yulesa) April 11, 2021
Dai supply grow shows that there is a huge market/product fit for decentralized stable coins. Although you may think that no other alternative comes close to DAI right now I hardly think this narrative will sustain over the time.
Economic abstraction in Ethereum:
— Yule (@yulesa) January 15, 2021
This week @bantg shared this very nice transaction:https://t.co/M3gABtbLZ3
What’s special about it is it’s gas price: only 0.00001 Gwei (totally neglectable).
How can it be so low? pic.twitter.com/1JXj7LOm3s
1/15 THE FEI STABLE COIN AND HOW TO EVALUATE IT:
— Yule (@yulesa) March 30, 2021
The Fei Stable Coin is launching on March 31 at 12:00PT and will last for three days, ending on April 3 at 12:00PT.
Below is a thread of everything you need to know and how to evaluate it. pic.twitter.com/Ys5lKc0YqD
ELI5 PoS advantages:
— Yule (@yulesa) November 30, 2020
The #beaconchain is close to launch. So what that means? What is #Ethereum #proofofstake (#PoS)?
Here’s a thread to explain what are the differences to PoW and why it is so meaningful. (1/15) pic.twitter.com/UTItEtcSer
This is huge improvement. I will try to explain (ELI5) below:https://t.co/0hc4zE8hDN
— Yule (@yulesa) June 4, 2020
You already heard that phase 0 will implement the beacon chain. But what benefits will Eth2 phase 0 (beacon chain) bring to Eth1? pic.twitter.com/dwUIdHNARv
— Yule (@yulesa) October 31, 2019
Bridges are protocols to transfer assets from one chain to another and achieve some degree of composability and interoperability between two chains. This post provides a framework to evaluate each bridge design.
This article compares empirically the cost of transaction fees when using different DEXes using Dune.
In this article, I explain, in simple terms, how DeFi fixed-rate interests work and overview some of the projects in this space.
For some time I look at V3 LP Range Distribution as an indicator of market sentiment about a specific asset. Here I made a tutorial teaching how to do dashboard following LP ranges.
FEI is an algorithmic stable coin that uses game theory incentives to move the price of the token in the direction of a price target.