pibbles (@0xpibs) 's Twitter Profile
pibbles

@0xpibs

research & dune wiz at (redacted) capital

ID: 1531800573489860609

linkhttps://pibbles-website.vercel.app/dune calendar_today01-06-2022 00:51:38

373 Tweet

460 Followers

301 Following

pibbles (@0xpibs) 's Twitter Profile Photo

Pretty cool to see Arbitrum's Timeboost feature gaining traction - generating almost $600k in fees in just one month denominated in $ETH. That's over $7m in annualised fees / GDP towards $ETH value accrual that metrics like REV wouldn't capture.

Pretty cool to see Arbitrum's Timeboost feature gaining traction - generating almost $600k in fees in just one month denominated in $ETH.

That's over $7m in annualised fees / GDP towards $ETH value accrual that metrics like REV wouldn't capture.
pibbles (@0xpibs) 's Twitter Profile Photo

Let me get this straight, in the last month Arbitrum had: - the highest net inflow out all chains (so not just a HL bridge) - the largest increase in stablecoin supply of all L2s - generated $900k in fees from Timeboost since launch - announced Converge's RWA chain ... all

Let me get this straight, in the last month <a href="/arbitrum/">Arbitrum</a> had:
- the highest net inflow out all chains (so not just a HL bridge)
- the largest increase in stablecoin supply of all L2s
- generated $900k in fees from Timeboost since launch
- announced Converge's RWA chain

... all
pibbles (@0xpibs) 's Twitter Profile Photo

If you look hard enough, there's actually a lot of alpha in DAOs. Take Arbitrum for instance, they've come a long way in the last year thanks to Entropy Advisors. Their DRIP incentive program just passed, allocating up to 80M ARB (~$32M) to high-impact DeFi assets and

If you look hard enough, there's actually a lot of alpha in DAOs. Take <a href="/arbitrum/">Arbitrum</a> for instance, they've come a long way in the last year thanks to <a href="/EntropyAdvisors/">Entropy Advisors</a>.

Their DRIP incentive program just passed, allocating up to 80M ARB (~$32M) to high-impact DeFi assets and
pibbles (@0xpibs) 's Twitter Profile Photo

Just 10% away from $2bn - and that’s without an Arbitrum deployment. If only there was an incentive program on Arbitrum to onboard Euler Labs to get us there… Could you cook something up Entropy Advisors? 👀

pibbles (@0xpibs) 's Twitter Profile Photo

Noticed something cool playing with Farside Investors data today: ETH ETFs have now tied the previous record of 19 consecutive days without outflows (prev. streak was between 22nd Nov 2024 to 18th Dec 2024 inclusive). Today also marks the first time in 2025 that ETH ETF inflows

Matt (@mattfiebach) 's Twitter Profile Photo

This is 100% wrong and a common misconception about how rollups work. Assuming there is at least one honest validator for Arbitrum, the millisecond a batch hits mainnet, finality is achieved. Hard finality in Optimistic rollups does NOT rely on L1 finality. It solely relies

pibbles (@0xpibs) 's Twitter Profile Photo

What's great about DRIP is that it also rewards innovation and new protocols - ones I'm particularly excited about are: - GammaSwap 👽: perp options with IL hedge - Euler Labs: potentially deploying on Arb? - GU: launchpad built by Camelot team with a token

pibbles (@0xpibs) 's Twitter Profile Photo

We're entering the golden age of crypto data. We've already seen the positive effects of curators within lending: transparency around risk parameters have allowed lenders to actually understand what they're investing in. The same will happen for service providers - curating

pibbles (@0xpibs) 's Twitter Profile Photo

Stupid question: why don't we have (more) oracle-based AMMs? Oracles already support billions through lending, perp DEXs and now even EulerSwap. Pros: - Reduces LVR, less stale prices - Reduces sandwich / MEV attacks - Better for passive LPs, meaning deeper onchain liquidity -

pibbles (@0xpibs) 's Twitter Profile Photo

Today marks my first day as a data analyst at Entropy Advisors! After hours listening to pitches and drafting investment theses as a VC analyst, I've decided to follow what I truly enjoy: working with data and contributing to the crypto space. Huge shoutout to Tom Wan,

Today marks my first day as a data analyst at <a href="/EntropyAdvisors/">Entropy Advisors</a>!

After hours listening to pitches and drafting investment theses as a VC analyst, I've decided to follow what I truly enjoy: working with data and contributing to the crypto space.

Huge shoutout to <a href="/tomwanhh/">Tom Wan</a>,
pibbles (@0xpibs) 's Twitter Profile Photo

Why can't prediction markets allow users to use/loop their existing positions on other markets? The leverage in this case is effectively how parlays work, no?

pibbles (@0xpibs) 's Twitter Profile Photo

REV maxis love to call Arbitrum just a "HL bridge" but overlook the fact that the bridge accounts for almost 10% of USDC's supply - generating over $100m in annualised revenue for Circle on Arbitrum's "HL bridge". Say what you want about chain REV, or lack thereof, but if