Andre Cronje

Andre Cronje@AndreCronjeTech · 1 天前政策影响

Few niche milestones this month; 1. $1m in funding officially reached. 🥳 2. TVL over $15m (ex Options, incl Options $70m), with 0 incentives in 4 months (for context yearn took 2 years to reach $8m). 3. ftUSD has maintained its > 7% APY target / anchor for 3 consecutive months 4. $20k in pure revenue generated (over and above the $150k from Options). If TVL reached $75m we would already meet the 95% token burn target (correctly reflecting our FDV to $2-$50m), and this is pre-Spot&TRS. 5. Spot and TRS in private Beta, have received some nice comments already "why hasn't this existed onchain before, seems so obvious now?". 6. RWA atomic settlement system activated. 7. LST atomic settlement system activated. 8. 2 Large curator poc's with launching their own vault infra on FT stack. 9. Listed FT assets onto Curve, Morpho, and working to expand liquidity. Also added a few new items to our roadmap; - RWA atomic settlement - LST atomic settlement - Tokenized perps - Tokenized leverage Alpha testing going well on; - Orderbook - Onchain derivate primitive - Permissionless endogenous lending & derivatives

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Andre Cronje@AndreCronjeTech · 2 天前观点输出

.@calchulus & @impossible_ have been incredible launch partners.

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Andre Cronje@AndreCronjeTech · 3 天前赛道影响

Fair take. TLDR, if the vault or lending market is curated by a manager who has control that is an enterprise off of the work of others. Vaults should give optionality, but ultimately the user should decide. Lending markets should be fully permissionless and unmanaged. Don't think permissionless lending markets exist yet, but they will very soon. https://t.co/yxuBaFw6H7

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Andre Cronje@AndreCronjeTech · 4 天前市场影响

If you are an EVM based LST issuer and have a T+x settlement window, @flyingtulip_ can turn that into atomic liquidity without needing to build onchain liquidity. Offer instant redemption at lower rates. For T+7 you would look at 3 bips fee. Healthier liquidity means better LTV.

AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

Andre Cronje@AndreCronjeTech · 4 天前观点输出

That's a lot.

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Andre Cronje@AndreCronjeTech · 4 天前赛道影响

RT @tokenterminal: 🆕🤝 We’re excited to announce our Data Partnership with @flyingtulip_! Flying Tulip is an onchain financial system that…

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Andre Cronje@AndreCronjeTech · 4 天前赛道影响

Still 10.22% APY on USDC and USDT on Ethereum ftUSD. APY stable for over 2 months. Caps increased from $5m. ftUSD is a composite asset, so if you are worried about risks, can also borrow it from the FT lending market at 2.16% and stake for 10.22%. $1.3m available liquidity. Using USDC or USDT as collateral earns 3.50% additional interest. Easy on @flyingtulip_

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Andre Cronje@AndreCronjeTech · 8 天前观点输出

So many dashboards. 11% on USDC & USDT and your counter party risk is USDC, USDT, wETH, and wstETH. Pretty proud of that. Scaling.

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Andre Cronje@AndreCronjeTech · 9 天前观点输出

When I invented the first defi vaults in 2020 curation was up to 1-2 strategist. Nowadays curation is managed by entire full fledged institutions. Vaults that just deploy capital are no longer competitive, you need vaults that can offer depositors their own leverage, margin trading, cross collateral, spot trading, rfq, total return swaps, and use their position for derivatives. @flyingtulip_ infra offers that for curators and more. If you are a curator and interested to increase your offering (and thus attract more liquidity), reach out, we solved it.

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Andre Cronje@AndreCronjeTech · 9 天前赛道影响

A big problem for RWA projects is onchain liquidity, this limits their adoption in lending markets (and credit facilities). An asset might be 100bn in AUM, but it has $10k in onchain liquidity and T+1-5 settlement. Liquidation engines can't work under those assumptions. At @flyingtulip_ we have a way to not only give you credit facility against your RWA, but can provide instant settlement at as low as 1-3 bps. If you are an issuer with this problem, reach out, we can solve it for you.

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。