Ken Deeter (puntium.eth) 🦇🔊 (@puntium) / X

Ken Deeter (puntium.eth) 🦇🔊

4,230 posts

Ken Deeter (puntium.eth) 🦇🔊

@puntium

General Partner at @ElectricCapital. Supporting DeFi since 2018. Xeets not financial advice.

California, USA

Joined August 2009

Pinned
Ken Deeter (puntium.eth) 🦇🔊
@puntium
Feb 15, 2022
0/ I'm often asked: how do you keep up with DeFi when it moves so fast? My response: if you focus on learning a handful of core concepts, you'll be 80% there with 20% of the effort. 🧵The first 5 concepts you should learn in DeFi 🧵
Ken Deeter (puntium.eth) 🦇🔊
@puntium
Sep 25, 2023
We are at peak ignorance of crypto. Inspired by a question I was asked recently, I drew this picture. It's my mental model comparing how crypto progresses through time to how people outside of crypto perceive that progress: The green line is our cumulative progress as we
Ken Deeter (puntium.eth) 🦇🔊
@puntium
May 6, 2022
0/ Many successful heists in DeFi and Web3 have nothing to do with bugs in the code. If you want to be safe, you need to understand all the ways in which a protocol can be attacked. 🧵Here are 9 attack patterns in DeFi that everyone should know
Ken Deeter (puntium.eth) 🦇🔊
@puntium
Apr 14, 2025
I did some more math. ETH has better economic SoV properties that gold. Annual net supply increase is way lower (0.05% vs 1.34%) Annual % consumed is higher (0.63% vs 0.16%) ETH is already better than gold. The people just need to know.
Ken Deeter (puntium.eth) 🦇🔊
@puntium
Jun 7, 2022
0/ Staying engaged during a DeFi bear market just takes a little perspective. Here's the chart I have in my head that keeps me optimistic. 🧵 Let me explain what it means:
Ken Deeter (puntium.eth) 🦇🔊
@puntium
May 8, 2025
If ETH becomes a digital store of value, it could reach 2T-20T like silver or gold. If ETH becomes oil, it could reach 4T like oil reserves held today. If ETH becomes money, it could reach 20T like USD M1 supply. If ETH becomes all these things at once, then who knows.
Ken Deeter (puntium.eth) 🦇🔊
@puntium
Sep 3, 2024
Trends in DeFi I'm paying attention to: 1) Convergence of lending markets: @aave, @MorphoLabs, @SiloFinance, @eulerfinance, @kamino, Fraxlend, etc. Feature sets are converging. Looping is everywhere. Going forward its about use cases, partnerships, and ecosystems. 2)
Ken Deeter (puntium.eth) 🦇🔊
@puntium
Jul 10, 2023
Bitcoin will eventually be an erc20 on ethereum
Jason Choi
@mrjasonchoi
Jul 8, 2023
What’s your unpopular crypto opinion?
Ken Deeter (puntium.eth) 🦇🔊
@puntium
Apr 5, 2022
0/ If you want to know where DeFi is going, look to the pioneers and trailblazers. 🧵Here are 7 🤯 protocols that are building out the future of DeFi.
Ken Deeter (puntium.eth) 🦇🔊
@puntium
Dec 12, 2023
2024 crypto narratives: - onchain points - point staking - liquid point derivatives - pointfi - real world points - non fungible points - point availability layers - miner extractable points
Ken Deeter (puntium.eth) 🦇🔊
@puntium
Mar 9, 2022
0/ Learning DeFi? @CurveFinance is one of the most important protocols to understand. It tops the TVL charts and is so central that protocols are engaging in “Curve Wars” to control it. 🧵 A breakdown of Curve Wars and a peek into the future of tokenomics battles 🧵
Ken Deeter (puntium.eth) 🦇🔊
@puntium
Jan 31, 2025
People talking like Ethereum died or something but really not sure what they're freaked out about. Since the cycle bottom, Eth has picked up ~50B in TVL which is three entire Solanas of TVL and 14 Bases. Ethereum also dominates in stablecoin issuance. Yes maybe the EF can
Ken Deeter (puntium.eth) 🦇🔊
@puntium
Mar 2, 2022
0/ @ElectricCapital just raised $1B, and we have the exciting opportunity to support many more projects across Web3 and crypto. 🧵Here are five ideas in the DeFi space that we're particularly excited to support 👇
Ken Deeter (puntium.eth) 🦇🔊
@puntium
Mar 23, 2022
0/ The Curve Wars are not just about piling up veCRV and maximizing CRV yields. The meta-game is an epic battle for stablecoin liquidity. 🧵 Here are the 4 core ideas you need to understand this one-of-a-kind DeFi phenomenon 🧵