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Clouted Profile picture
@CloutedMind
Sep 6, 2024 • 1 tweets • 1 min read • Read on X
IMO.. justin drake (@drakefjustin) is the best signal that the ethereum ecosystem has

he just gets it Image

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More from @CloutedMind

Clouted Profile picture
Apr 14, 2025
Feeling bored with the boomerization of DeFi?

RWA tokenization, stablecoins... who gets excited about USD?

Looking for the next crypto-native breakthrough?
A juicy new DeFi primitive you can get excited about?

Amidst this unbearable market

I am building @eth_strategy

🧵👇
1/
If I have to leftcurve explain ETH Strategy:

It takes a proven model from TradFi and rebuilds it from first DeFi principles.

The result?

1⃣ STRAT, a new asset representing leveraged ETH
2⃣ A new DeFi lego block, unlocking two key innovations:
🔹ETH volatility as an asset class - A new source of yield
🔹Liquidity for ETH holders without liquidation risk or funding rates

This isn’t just leverage.
It’s a new financial primitive.
2/
So what does the core protocol actually do?

It uses long-dated convertible debt to replicate the MSTR trade, shifting short-term price risk into long-term time risk.

WTF does that mean?

The protocol borrows USD by selling convertible notes (bonds).

These notes have a 4 year expiry and let buyers either:
🔹Convert into STRAT at their bond entry price
🔹Or get their principal USD value back at expiry

And what does the protocol do with that USD?

It market buys ETH like a chad.
Read 8 tweets

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