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DeFi Summer was PvE: everyone could win as capital recycled through protocols, infra and new businesses. Memecoins are PvP: one winner often means dozens of losers. David thinks that’s why the last crypto cycle felt so stunted.👇

30,591 次观看 • 16 天前 •via X (Twitter)

8 条评论

Bitty - The Bitcoin Mascot 的头像
Bitty - The Bitcoin Mascot16 天前

@_dsencil which is why you need to pick memes like $BITTY, hold and receive $BTC rewards more than just a meme

Sophia Chan 的头像
Sophia Chan16 天前

@_dsencil The rise of PvP scenarios with memecoins seems to have been a major contributor to the stunted growth seen in the last cycle.

Abhilash Inumella 的头像
Abhilash Inumella16 天前

@_dsencil can we at least stop pvping our own friends lol. i built callout so you send them some of your bags at your entry. try it with the boys

Johnny 的头像
Johnny16 天前

@_dsencil That distinction matters. Productive ecosystems can create new value, while memecoin markets often just redistribute capital from late entrants to early winners.

Tyler | Crypto Whale 的头像
Tyler | Crypto Whale16 天前

@_dsencil pvp is just degenerates gambling. defi summer had actual utility, not just chasing the next pump. anyone still chasing memes needs to look at their portfolio on coinstats.

NoToKYC.COM 的头像
NoToKYC.COM16 天前

@_dsencil PvP memecoins got me like 😱💀! Meanwhile, DeFi was the chill crypto BBQ 🥳🔥. Let’s stop swinging swords and start stacking bread, fam! 🚀💸

Ledger & Liquidity 的头像
Ledger & Liquidity16 天前

@_dsencil Memecoins didn’t kill the cycle. They just turned half the market into a casino where every table launched its own chips.

Supaporn Rattanavong 的头像
Supaporn Rattanavong16 天前

@_dsencil Summer vibes for DeFi, where everyone can wind Nah, more like PvP territory, only one winner can mean a bunch of losers!.

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It's good and al there's an bundle sale on PVE & Arena. However, just want to mention to people who is considering this bundle, that PVE is not so well treated. Even simple promo code for 1.0 release is not available for PVE such as current one, 'NIKITAONGMNPODCAST' or 'RELEASEISCOMING'. Whereas there was single code that worked on PVP & PVE 'TIKTOK1M' (which should still work). So they already have system for giving out promo code for both game mode but don't give them. I know people will say PVE easier, so no need for gear, no big deal... but why not give it if it's no big deal? it is also weird since they actively promote the game mode to sell it. Events were also PVP focused, which is understandable, but sometimes excluded PVE to have event for literal no reason (Pre-wipe events being excluded for PVE is understandable since they don't wipe). I know people will say 'Tarkov is PVP Game', but sad news to people, Tarkov is PVPVE Game. And if you exclude PVE part, the game will feel extremely empty. Whereas if you exclude PVP part, the game is still quite viable due to its in-depth of the game (we literally have PVE Game mode being sold). Literally the 1.0 release end content is PVE single player campaign in Terminal... My thoughts are that PVE definitely brought and will bring them a lot of new players and money, but Nikita or some part of the devs just don't want people to play PVE. I just wish they change their mind and at least embrace PVE players and not discriminate them. Just another thought is that needing to buy PVP game mode to be able to buy PVE Game mode is also weird. Or needing to purchase PVE Game mode even though you have PVP. I can somehow understand they put in some additional development into PVE and they have some servers for PVE to pay. Then why can't they sell only PVE mode standard copy? Why do people have to buy PVE after buying PVP? I'll leave you guys with what Nikita has been saying about PVE as video.

VeryBadSCAV

40,560 次观看 • 1 年前

Everyone's watching #Bitcoin and #altcoins bleed and calling crypto dead. Stani Kulechov looked at what actually happened and saw the opposite: "DeFi is this machinery that just keeps working in the background, regardless of market cycles." Stani Kulechov (Stani) is the founder of Aave and one of the people who built decentralized finance into what it is today. He joined me to explain why, while everyone was distracted, DeFi quietly grew up: "We went from DeFi is experimentation, to DeFi protocols are the future, to DeFi protocols are making revenue. We did almost 150 million in net revenue." We cover: - Why DeFi survived the crash: hundreds of millions in liquidations processed transparently, in minutes, while the protocols kept generating revenue - Why in five years we won't call it DeFi anymore; "it's going to be on-chain finance, or just finance" - When banks start using DeFi themselves, and why every new entry point deepens liquidity for everyone - Why #Ethereum is lagging: the L2 scaling choice, the trilemma, and the privacy layer it still needs before institutions arrive - Why governments have no incentive to protect your privacy, "it helps them stay in control" - Financing abundance: how tokenizing real-world assets could fund energy, compute and robotics the way JP Morgan once funded the railroads Thanks to Stani for coming on New Era Finance Podcast. Thanks to OKX for being today's sponsor of the show. Make sure to use their €400 Deposit Bonus with the link in the comment tweet. Timestamps: 00:00 - Current State of DeFi 03:30 - DeFi's Evolution 09:03 - The Future of On-Chain Finance 12:37 - Aave V4 16:15 - Monad and High Throughput Solutions 17:54 - Ethereum's Role 21:22 - Privacy in Finance 23:42 - The Aave App 26:31 - Differentiating Aave 28:35 - Looking Ahead 30:48 - The Importance of RWAs in Aave's Strategy 31:59 - A Vision for the Future of Finance

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31,611 次观看 • 5 个月前