@DeFi_Dad
InsiderETH 80%DeFi Dad ⟠ defidad.eth
179,455 followers · last synced 2026-05-10 · lookback 90d
Cohort medians below are the honest full-record aggregate over every matured call. The Scout / Insider tag is set by concentration — what share of those calls land on the handle's single most-mentioned token — and decides which leaderboard tab the handle appears in.
30d cohort
-3.3%
median excess · n=5 · win 40%
damped -2.3%
2 tokens · top ETH 80%
90d cohort
no matured calls
365d cohort
no matured calls
aggregate trajectory by token
one line per token · mean BTC-excess across all calls of that token, t0-anchored
Click a token to see its individual calls. Each line is the mean of all that token's mentions at each day-from-tweet (linearly interpolated where samples don't line up).
mentions (7)
| date | token | 1d | 7d | 30d | 30d excess | 90d excess | tweet |
|---|---|---|---|---|---|---|---|
| 2026-04-28 | $GEAR | — | — | — | open | open | I am starting to hunt for DeFi bear market token buys that are not only mispriced, but easily capable of running 10x in the next market-wide uptrend. I rarely look at tokens sub-$10M but being a user on @GearboxProtocol since 2022, I was shocked to see $GEAR dropped to $2.2M FDV. + Total transaction volume = $13B + 0 bad debt on Gearbox over 4 years + Invented DeFi Credit Accounts (better than looping) + Reached $400M TVL in 2024, $225M in 2025 + GEAR down 93% YoY, down 99% since ATH in 2024 + Annualized revenue also peaked ($56.5M) in April/May 2024 coinciding with the explosion in demand for LRTs The current $46M TVL reflects an intentional winding down of certain GB markets, with upcoming support for RWA leverage soon, tooling not available anywhere else. I believe their tech stack is superior for "looping" (it's actually more of a DeFi prime brokerage). If they can onboard the right RWAs to Gearbox and attract lender liquidity, they could easily scale to become a leading hub of RWA leverage the next few years. Note: NFA, DYOR. I do not hold $GEAR as of this post. This is never a paid post. |
| 2026-04-27 | ETH | 0.0% | +1.1% | +1.2% | +5.4% | open | "It'd be like owning the internet early on... that's what $ETH is. So it's one of the greatest setups. It's one of the greatest assets I've ever seen. I think it's finally gonna have its time." @Etherealize_io CoFounder @VivekVentures and Researcher @mikemcg0 reviewing their new report Ethereum and The Era of Productive Money. |
| 2026-04-23 | ETH | 0.0% | -3.3% | -0.2% | +3.4% | open | Who understands the value of pristine collateral and decentralization best? Not retail. Not crypto natives. It's institutions. They get it. In a new @Edge_Pod covering @Etherealize_io's report, @VivekVentures explains why $ETH is exactly what Wall Street has always wanted. https://t.co/3RxQCo4cug https://t.co/9352mKbBc2 |
| 2026-04-17 | ETH | 0.0% | -3.7% | -3.9% | -7.9% | open | 24 likes on this tweet from @RyanSAdams back in 2019 This idea of ETH staking being Ethereum (and crypto's) T-bill rate stuck with me ever since. Crazy how far we've come. I always thought this was brilliant framing for $ETH https://t.co/sgVG3HWq38 |
| 2026-04-09 | WLFI | 0.0% | -9.6% | -15.8% | -28.8% | open | It would be sensible for @worldlibertyfi to either comment publicly or just repay the borrowed stablecoins. The issue is Trump's team is so used to a bunch of sycophants, no one will say shit -- "hey dumbasses everyone can see what we just did onchain." At this rate, $WLFI is destined to be sub-$1, down 90% more from here, if they're lucky by end of Trump's term. |
| 2026-03-24 | ETHFI | — | — | — | — | open | In what universe does it make sense for ETHFI trading at $520M FDV while WLFI is trading at $10B FDV? 🙃 @ether_fi does 15x the annualized revenue. $ETHFI needs to go 📈 and WLFI needs to go📉 https://t.co/3LhIlJvXJs https://t.co/woGyoPkqYb |
| 2026-03-16 | ETH | 0.0% | -12.7% | -1.2% | -3.3% | open | My bags buying my bags? $ETH $BMNR https://t.co/LrKXHYgglt https://t.co/Q6TUu3veGd |