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José Maria Macedo
8,070 posts
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José Maria Macedo
@ZeMariaMacedo
Cofounder @delphi_labs Founding Partner @delphi_ventures
Born December 20
Joined February 2011
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  • Pinned
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    José Maria Macedo
    @ZeMariaMacedo
    Oct 22, 2024
    This weekend I competed at and won the IBJJF No-Gi European Championships! Had 4 fights with 3 finishes and 0 points scored against me. Overall, very happy with the performance and more importantly with how I felt on the mats Next step: World Championships in December!
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    José Maria Macedo
    @ZeMariaMacedo
    Jan 19, 2025
    My read is that the insiders who helped launch $TRUMP didn't realise how much it would pump and either didn't buy enough or sold too early So they rushed to run it back with $MELANIA and make sure they filled their bags this time (very visible in the chart) In their greed they
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    José Maria Macedo
    @ZeMariaMacedo
    Mar 17, 2022
    As $LUNA continues to outperform, its critics also become louder Most criticism is focused around the possibility of a bank run and $UST de-peg event A few people have asked me about this, so rather than repeating myself I thought I’d put together a thread with my take 👇
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    José Maria Macedo
    @ZeMariaMacedo
    Dec 8, 2022
    Genesis, a lending firm, “bought” $1b of UST from LFG in April. This UST was sold into the Curve pool during the early morning hours on Sunday (May 8th), initiating the depeg The answer to who attacked UST will be found on the Genesis lending book
    Sam Bankman-Fried, the chief executive of FTX, is under investigation over his hedge fund’s handling of trades.
    FTX Founder Sam Bankman-Fried Is Said to Face Market Manipulation Inquiry (Published 2022)
    From nytimes.com
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    José Maria Macedo
    @ZeMariaMacedo
    May 11, 2022
    Brutal Like many others I lost most of my net worth here. My heart goes out to all the other $LUNA-tics out there who are hurting, many much worse than me If you're feeling down, get off CT snd go spend time with friends and ppl you love. My DMs are open too
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    José Maria Macedo
    @ZeMariaMacedo
    Sep 8, 2021
    Few realise it, but #TerraAutumn is coming 🌖🍂 The pieces will start falling into place once Columbus 5 goes live in late September In this thread, I share my mental model for @terra_money and guide to the end of year setup as I see it 👇
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    José Maria Macedo
    @ZeMariaMacedo
    May 9, 2022
    Haters will criticise this for centralisation and they're right, for now. @LFG_Reserve made $UST more robust, but also temporarily more centralised Fully decentralised reserve mechanism described by @jump_ is being worked on by the @astroport_fi team as we speak
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    Do Kwon 🌕
    @stablekwon
    May 9, 2022
    1/ The LFG Council just voted to deploy 1.5B in capital (0.75B in BTC, 0.75B in UST) to allay market concerns around UST. Some more context on why and how:
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    José Maria Macedo
    @ZeMariaMacedo
    Mar 14, 2025
    I'd rather ride $ETH to 0 than sell here After holding it this entire cycle it'd genuinely be more painful to sell and watch it randomly pump than ride it to 0 Study mental illness
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    José Maria Macedo
    @ZeMariaMacedo
    Jun 8, 2021
    Why I'm bullish $LUNA 🌒 Centralised stables will be increasingly regulated and restricted. Decentralised stables are the endgame and will grow to become one of the largest verticals in DeFi I believe $UST is the only truly decentralised stablecoin operating at scale Thread 👇
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    José Maria Macedo
    @ZeMariaMacedo
    Mar 5, 2022
    Today @astroport_fi is the #2 DEX in the world by 24h volume It's only 2 months old
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    José Maria Macedo
    @ZeMariaMacedo
    Feb 9, 2022
    Imo the biggest incentive problem in crypto is that founders can get to 8-10 figure liquid wealth before they ever ship anything meaningful The band-aid solution is longer vesting schedules The real solution is backing people who are motivated by something other than money
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    José Maria Macedo
    @ZeMariaMacedo
    Apr 4, 2023
    Proud to announce the next phase of our evolution: the Delphi Labs Accelerator The vision is simple: to be the best place for the smartest founders to build the most impactful projects in crypto More on this below 👇
    Delphi Labs team (Delphi Digital)
    Delphi Labs Raises $13.5M for Web3 Accelerator
    From coindesk.com
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    José Maria Macedo
    @ZeMariaMacedo
    Apr 9, 2022
    I'm all for debating legitimate criticism, but this thread is absolutely terrible It's so bad that I don't think it warrants spending much time on, but thought I'd together a few quick thoughts outlining a few of the many obvious inaccuracies
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    Jack Niewold 🫡
    @JackNiewold
    Apr 8, 2022
    The LUNA exposé thread. 🧵
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    José Maria Macedo
    @ZeMariaMacedo
    Feb 5, 2022
    The forthcoming @terra_money alt season is gonna melt faces
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