6 Aug 2026, 12:50 UTCβ1,820 views10 reactionsread 12 August 2026 Sooooo, the issuance reduction debateβ¦ π
My journey with this topic started with a βthis is dumbβ initial reaction back in 2023, and has evolved to βthis CAN makes senseβ recently. I am still against the proposal, but let me walk you through the thinking process. I think a lot of the actual nuance is buried in a sea of vague arguments. Letβs fix it!
I am not against capping issuance as such, I recognize the securitβ¦
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28 May 2026, 17:49 UTCβ4,140 views18 reactionsread 12 August 2026 A few weeks ago, in Cannes, we hosted two full days of DeFi roundtable sessions with 7οΈβ£0οΈβ£β teams! To chat about their plans, pain points, industry problems, and more. Below is a much-awaited summary of what we discussed. Grab a cup, it's a long read π΅
1. Standards for vaults and tokenized assets
2. Aggregating risk scoring dashboards
3. Access control layer: reducing admin key issues
4. Security in the age of AI
5β¦
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25 Sept 2025, 09:05 UTCβ6,320 views15 reactionsread 12 August 2026 New longread π§° "HUMBLE ft Gearbox Protocol"
Today's piece is about the shift in DeFi values since 2020, and how it impacted OG teams: their speed and focus, sometimes in the wrong direction. Going through our mistakes with Gearbox Protocol and the future we see ahead, including practical steps and the thesis ahead for lending (DeFi) being permissionless.
I hope the piece will be useful for other teams too, as the fβ¦
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15 May 2025, 06:16 UTCβ6,270 views30 reactionsread 12 August 2026 In 2019, almost every VC said "F*ck tokens, we want equity. Tokens were a mistake!" A year later, they were buying every series A. Is this time different, truly? We canβt keep going as a self-policing communist alignment circle.
π‘ Play a different game. Embrace the split ‡οΈ
Everybody sees the problems in crypto capital markets, but blaming the game or the players doesnβt help anymore. We need solutions...
I believβ¦
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29 Aug 2024, 11:27 UTCβ11,000 views43 reactionsread 12 August 2026 Ethereum Twitter fights of the past week(s) got me to write on a broader topic... Did anyone ask for it? Absolutely not! But as an online couch warrior myself, I couldn't pass by. Hope you like it!
β¨ πΎπππππππΎπΌπππππ & π½ππΌππΏ: 1-9-90 β¨
https://lobsters.substack.com/p/1-9-90-community-and-brand-building
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30 Apr 2024, 18:29 UTCβ11,200 views21 reactionsread 12 August 2026 Modular Lending / Modular Leverage
Some thoughts about the lending space and modularity:
1. Never work on a lending protocol, perps, or anything involving risk underwriting. It's the most terrible and difficult segment to go into. It's not rewarding, and you can't ever sleep or go on vacation. Wouldn't wish this to anyone.
2. Read point (1) again, don't do it.
π«Άπ«
Jokes aside, wrote an extensive research piece anβ¦
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25 Mar 2024, 01:54 UTCβ7,200 views20 reactionsread 12 August 2026 Did a deep dive on Epicenter about DeFi resurgence and how Gearbox reimagines composable leverage / onchain credit. No trust scores, only math! Honored and proud to have been on Epicenter with Meher Roy, thanks to the Epicenter and Chorus One teams π«
- YouTube link https://youtu.be/webnsH2pS0k?si=68IN_FtrrHW4VeuW
- Twitter post https://twitter.com/epicenterbtc/status/1771457019200827593
PS: the modularity and otherβ¦
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2 Feb 2024, 12:27 UTCβ8,870 views32 reactionsread 12 August 2026 We did a deeeeeep interview about EigenLayer on Defiant News with Alp, and chads Tina & Teddy π₯ Basically a one hour panel on restaking security implications, AVS use cases, product viability, and some DA stuff... Watch it! youtu.be/xev-eZEWCnA
PS: ivangbi and alp started doing these bi-weekly deep dives on different hot topics on Defiant. The idea is to not just suck up to founders and let them shill, but to try grβ¦
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1 Dec 2023, 15:54 UTCβ7,120 views27 reactionsread 12 August 2026 DId a looooong one with Alp and Jack from Defiant back in Istanbul. We went through a lot of things on lobsterdao ethics and alignmeeeent - to different things like wallets and adoption mental gymnastics - to Gearbox vision and DeFi. Check it out! It has timestamps, so you can click around.
πΉ https://youtu.be/5m2lzTj-PVk?si=OqU97i-wL7RZN2qa
CT: https://x.com/DefiantNews/status/1730588429006627056
PS: my face looks β¦
π₯18β‘3π3β€2π1
8 Nov 2023, 20:09 UTCβ7,690 views30 reactionsread 12 August 2026 Video
Did a looong SEND IT podcast with amplice on all things DeFi and mostly about @GearboxProtocol journey: from 0xmikko coding weird shit, to forcing me into wagecucking, to V1 DAO... and now V3. Thanks for having us π @leviathan_news, DAdvisor, Wajahat, and Samuel π€
PS: I never said I am a genius, Sam did me dirty in this clip, lawsuit inc mfka.
π https://youtu.be/BwdHKnFTScU
π₯13π³5β€4π€£4π1π1π―1π₯±1
20 Aug 2023, 08:38 UTCβ10,700 views31 reactionsread 12 August 2026 π©ββοΈ [Quick Digest] Are you doing it all wrong? For founders & teams.
GM! As bear continues and all user metrics fall, it's hard to keep yourself both motivated and convinced. User metrics down, governance activity down, volumes down, your bonuses down, your industry prospectives down - it's all falling⦠Is it fine?!
We often hear: Devs, do something! - but if we get asked βwhat would you do in our place?β - we immβ¦
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4 Aug 2023, 07:27 UTCβ9,840 views40 reactionsread 12 August 2026 π΅οΈββοΈ [On-chain Sleuth] CRV π
Just wow! Demand from the OGs and some protocols is crazy⦠So far, Mich bagged (and used it all to repay debt) about ~$44M, getting rid of ~110M CRV.
- Dune board: https://dune.com/spotonchain/crv-founder-sold-crv-via-otc
- Mich debank profile: https://debank.com/profile/0x7a16ff8270133f063aab6c9977183d9e72835428/history
NOTE: SpotOnChain tracks USDT only, hence it shows only $22M. Buβ¦
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Showing the 12 most recent of 20 posts we hold for @crab_notes. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked β was rounded by Telegram before we ever saw it β t.me prints views in full below 1,000 and to three significant figures above, so β1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.