Quentin (@hopp_quentin) header
Quentin (@hopp_quentin) profile picture

https://xitter.gq/t.co/VKSuCJEAOA

France
Joined March 2019
Photo by Quentin (@hopp_quentin)
Quentin retweeted
Your community has a token. You want to use it as collateral. What if your community could help bring it to Kaskad? A new role for $KSKD is coming👀
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Quentin retweeted
Meet our market partners 🧙‍♂️ Thank you to the teams bringing their assets, liquidity and communities to Fables. Tomorrow, voting and incentives go live, giving these teams new ways to attract liquidity to their markets.
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Quentin retweeted
Thanks @fablesfi ! Let's keep on building!
Welcome @AppKaskad 🧙‍♂️ KSKD / USDG is now live, with Creator Fee Rewards and Points! Check it out 👉 fables.fi/markets/kskd
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Quentin retweeted
Another nice set of milestones for @AppKaskad ! @fablesfi was defo one of the most impressive team we've met at @token2049 singapore this year. Super stoked by this partnership, as it unleashes many new opportunities for KSKD. So many more news to come though 🕵️‍♀️
1/5 We’re partnering with @fablesfi and opening kaskad:native trading on Robinhood Chain! Trading is now LIVE, allowing anyone to trade KSKD directly on Uniswap, alongside our existing market on MEXC. Direct trading link: app.uniswap.org/explore/toke… About @fablesfi 👇
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Quentin retweeted
A collateral loan does not hold because of the protocol's slogan. It holds because of what you put on the other side. Kaspa is what we used first: running the machine against a real market, long enough to see what worked, and consolidating the protocol on that. Not a demo. A proof. Lending becomes efficient when the collateral already has a history. A listed stock has years of price, buyers who want it for itself, a trust that does not depend on the week's narrative. On Robinhood Chain, that stock exists, and so do the people who hold it. We do not have to invent the collateral. It is already there. That is why we are deploying there. The chain opens assets that have already lasted, to a protocol that has already been tested. A tokenized stock is not a vault. It falls, it gets halted. The point is not that it is safe. It is that it has already lasted long enough for a loan against it to mean something.
We said we would expand, and now we just did. Kaskad is LIVE on @RobinhoodApp! Get your stocks ready!
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Quentin retweeted
Most launchpads fixed speed. Almost none fixed the first block. Someone bundles the open. Takes a huge slice for almost nothing. You show up after. They dump. You pay. That’s the Pons problem. Not Pons itself, Pons is how markets get created in seconds on Robinhood. The bug is what happens to the opening bag. Mosh doesn’t try to ban the bundle. It takes it, locks it, and hands it to AI agents. No withdraw. No “cash out and disappear.” Sell limits. A market maker that can’t leave. robinhood:0x07ebb29a38fbcb41563817e5e19f2cec619c90d2 is the proof. Team token. ~70% of supply in vaults. Pons even added it as a Family pair. The opening bag stopped being a weapon. It became the engine. robinhood:0xb0788f5f65a9f4c0d8a634c45c391234f46221ab is the public test. First live Mosh launch outside the team. Paired with tokenized gold ($GLD). The funder’s fee share isn’t meant to sit in a pocket. It’s meant to go back to the agents as gold. Volume → gold → stronger market maker. The routing isn’t fully automatic yet. The model is already here. And it’s rare. robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 creates the market. $BUN showed it can stay healthy. $AUR tests whether it can feed itself. Don’t ask “what x.” Ask whether we stop launching charts that are already dead. @Moshdottrade @ponsdotfamily @BundleCatAI @aurumonmosh
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Quentin retweeted
My base case is that ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 revenue consolidates here and averages around $500k a day before the next leg higher for RH activity. What does this mean for ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 ? $400K in daily buybacks $2.8M in weekly buybacks $12M in monthly buybacks In terms of token % at current valuation ($230M MC) this would be: Daily: 0.174% Weekly: 1.2% Monthly: 5.2% These burn percentages are completely insane and shows ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 is STILL priced at a point where people don't think RH volume is something sustainable. Either the re-pricing continues or we see a revenue slow down. For context, $PUMP burn around 300M tokens a day (0.037% of TOTAL supply) and is also incredibly undervalued but lets use that as a reference.... If ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 maintain their revenue, and their buyback % matches Pump the fair value for the token would be $1.5 4.7X higher than current price. This would put ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 MC at $1.08B
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Introducing Zyfai Yield Maxxing. The first AI agent that finds the best DeFi opportunities the same second they appear. RT + comment "Yield" and we'll add you to a secret yieldmaxxing chat.
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Quentin retweeted
Hace 4 años alguien metió 4.700$ en un pool de liquidez de Uniswap V3. Nada de trading diario. Nada de estar mirando velas. Nada de entrar y salir cada semana. Simplemente eligió un par y lo dejó estar: ETH/DAI. Configuró un rango de precio para ETH entre 1.400$ y 3.200$, dejó la posición funcionando en Optimism… y prácticamente se olvidó de ella. Lo interesante es que no fue ni siquiera una estrategia perfecta. De hecho, el precio estuvo fuera de rango aproximadamente un 30% del tiempo. Es decir, durante una parte importante del periodo, esa liquidez ni siquiera estaba generando comisiones. Y aun así, después de 4 años, la posición había generado más de 5.000$ solo en comisiones. La inversión inicial eran unos 4.700$. Las comisiones superaron al capital inicial. Esto es lo que mucha gente no entiende de DeFi. No todo va de comprar una moneda esperando que haga x100. No todo va de meterse en un protocolo rarao con un 8.000% APR que dura tres días. No todo va de perseguir el último token de moda. A veces la oportunidad te llegan con algo más aburrido: Aportar liquidez. Cobrar comisiones. Dejar que el volumen haga su trabajo. Y sí, hay riesgos: Existe Impermanent Loss. El precio puede salirse del rango. Puedes elegir mal el par. Puedes concentrar demasiado la liquidez. Puedes meterte en pools sin volumen real. Pero precisamente por eso este caso me parece tan interesante. Porque no hablamos de una simulación. No hablamos de una teoría bonita. No hablamos de 1ingresos pasivos" inventados para vender humo. Hablamos de una posición real en Uniswap V3 que estuvo funcionando durante años, y encima sin hacer interés compuesto. Si esas comisiones se hubieran ido reinvirtiendo, el resultado habría sido todavía más potente. Para mí, esta es una de las formas más infravaloradas de generar ingresos en cripto: - No intentar adivinar siempre la próxima subida. - No vivir pegado al gráfico. - No depender de acertar el máximo y el mínimo. Sino usar protocolos reales, con volumen real, para que tu capital trabaje. DeFi bien usado no es magia, es entender dónde se generan las comisiones, quién las paga y cómo puedes capturar una parte de esos intercambios. En el próximo post te dejo el vídeo donde explico el caso completo y cómo se puede hacer paso a paso en Uniswap.
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Quentin retweeted
We started Zyfai for yield optimization. But it ultimately became a security-first product.
As mentioned in the tweet below, Zyfai Agents now have an additional safety feature: if no available pools meet our risk criteria, your Agent keeps funds unallocated in your Smart Account until conditions improve. So if you see funds unallocated, it means the Agent found no pool worth the risk. Yield doesn't matter if you lose the capital.
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Quentin retweeted
🚨 Kaspa x @swissborg : Listing incoming? Following several great conversations with the @swissborg team at recent events, $KAS has been nominated by their community for a free listing on the SwissBorg app 🇨🇭 🙏Huge thanks to the SwissBorg community for their support! Kaspa is now in the public voting phase, and only the top 5 tokens will move on to a governance vote in early June. If you want to see this listing happen, don’t hesitate to get involved: 🗳️ Vote here: swissborg-community-token-cu… 📆 Voting is open until the end of May Vamos!
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Quentin retweeted
It is an honor to be part of the upcoming @G20_YEA delegation. We were welcomed at the @Economie_Gouv by the French Minister Delegate @ClaraChappaz and the brilliant @AreREHMAN from @CTZentrepreneur , who has been doing outstanding work for several years now. Thank you for your trust 🙏 I will be attending the next G20 in Johannesburg with the ambition to speak about technology. I’ll be advocating for data usage issues with @10h11, as well as #Bitcoin $BTC and #Kaspa $KAS mining challenges with @Qformining and the talented @hopp_quentin . I’m looking forward to contributing to future government recommendations at national🇫🇷, European🇪🇺, and international levels🌏 ; and to meeting the 600 entrepreneurs who will be there 🙌 I’ll keep you posted.
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RT @judaubert: #Kaspa $KAS Community, the time has come! 👀 👉 @MEXC_Official is open to discussion. 📅 On February 9th, I’ll have the oppor…
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ForMining Space sera à @SurfinBitcoin Bordeaux le 26 avril 2025 ! 💬 Conférence, démo de notre plateforme, rencontre avec l’équipe… 🎟️ Infos & résa 👉 for-mining.com/blogs/formini…
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“生态建设不起来” 实际是一个很虚的说辞,因为建设不起来的原因是多种的,可能是生态基础纯技术层面的问题,可能是市场其它竞品太强,也可以是社区不够积极CX —— 但 $KAS 的社区CX绝对没问题。 $KAS 明显是经济模型设计的问题。 具体来说,就是区块奖励的减产过快导致了挖矿成本的过快上升,从而直接导致了厂商在后续的做市成本快速的增加。 而厂商似乎在非常早期就预料到了这一点,单单2023年不到5个月就发布了5款机型,从面向家庭挖矿的65W到面向专业矿工的3200W全部都覆盖。如此高频的出矿机,既不挑人群、也不挑电价,从全网算力增长来看就知道他们实实在在的赚了一波大的。 另一个厂商的旗舰机型在2024年5月的价格也达到了最高峰,二手机卖到了19万人民币(目前这机器二手卖¥7000) 这段行情的过程中,KAS 的区块奖励已经从2023年初到的277个,降低到了2024年5月的110个,也就是17个月的时间减少了60%的区块奖励,全网算力从 1P 上升到了 241P。 如果你没明白我说什么,简单来说就是: 只经历了 17 个月,每1个T算力的日产出就从 21000 个KAS 减少到了 40 个KAS。 于是,KAS挖矿的电力成本,从2023年初小于 $0.0001,上升到了2024年5月的 $0.006,最后,再到了今天的 $0.0555 原本矿工以为自己最大的开支是机器成本,没想到挖到后面电力成本炸了,这就是为啥最初测算几个月回本突然变成回本无望的原因。 挖矿成本的急剧上升,使得矿工的持币成本迅速攀升,而市场无法及时消化这些高成本筹码,导致矿工不得不抛售。这就进一步加大市场抛压。 随着筹码流通成本的提高,市场承接力量不足,做市资金收紧,价格持续走弱,一系列的连锁反应导致矿工亏损加剧,也让矿机的销售更加困难,市场整体流动性恶化,最终形成了如今的恶性循环一地鸡毛的局面。 这个问题有解吗? 很难了,以我个人的认知来说,还是要先让矿工赚到钱: 要么修改区块奖励,把矿工的挖矿成本先降低下来,又或者直接装死躺平,让全网算力减少60%以上,牺牲掉目前大部分矿工的利益,让存活下来的矿工赚点钱保存有生力量。 只要以后矿工能赚到钱,生态还是能建设起来的,因为生态建设要靠共识,而共识又来自拉盘,PoW拉盘点火依赖矿机销售,矿机销售的前提是买矿机能赚钱。
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SILVER MEDALIST! Congrats @wemby and @FRABasketball on winning silver in Men's Basketball and congrats Team USA! 👏
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The launch of yesterday's KRC20 beta is already having some nice impact on $KAS daily emission for miners. Now what do you think will happen when the little hiccups are resolved? Btw what's happening with Doge's emission? Yesterday it was 1.8M
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$KAS fam! Our last merchant accepting #Kaspq is starting a new journey on X. Let's give them some love and follow them! You know how to do it 😘💚🌱🌱🌱
Dear X community! We're For-Mining! Our company allows everyone to mine without having any technical knowledge. What do we do? A thread! 🧵
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