The Wolf of Flow $WOLF. JOIN the pack. NFT now live on @opensea on @flowblockchain https://xitter.cf/t.co/4ntyTjEsQ4
Joined May 2024
- Tweets4.3K
- Following780
- Followers490
- Likes32.3K
The Wolf of Flow retweeted
TVL and share price get mixed up a lot, but they measure different things.
TVL is how much money sits in a vault. It goes up when people deposit, or when the assets inside rise in price.
Share price is how much each share has earned. It only goes up when the vault actually makes money.
A vault can double its TVL in a month and barely move its share price. That means lots of new deposits and not much yield. In DeFi, popular and profitable aren’t always the same thing, and only the share price tells you about profit.
The Wolf of Flow retweeted
If everyone’s routing to the same onchain opportunities, allocation stops being the only differentiation.
What’s left is whether an LP can verify what actually happened to their capital, and most protocol can’t answer that because they report advertised rates rather than realized ones.
We've observed that sophisticated LPs are already asking for the realized number, and we believe that with time, the rest will.
The Wolf of Flow retweeted
In New York, 5% on stablecoins is a nice bonus.
In Lagos or Buenos Aires, holding dollars already protects your savings. The yield is extra.
For a lot of people, stablecoins are a savings account, when they could be so much more.
The Wolf of Flow retweeted
Your USDC earns nothing for you. It earns T-bill interest for the issuer.
In the US, stablecoin issuers aren’t allowed to pass that interest on to holders.
So if you want yield on stablecoins, it has to come from what you do with them.
Think about that.
The Wolf of Flow retweeted
Re-introducing myself since we've had a fair few followers come in recently...
- I'm Ben Simpson, founder of The Collective Shift
- We're a crypto research company doing close to 8 figures in revenue this year with 1,100+ active members and have institutional partnerships like CoinSpot, Coinbase and SwfytX who use our research to help their millions of users.
Here’s a snippet of my journey, over the last 10 years 👇
2014: At 15, I started my business journey from a bunkbed in Tasmania, Australia, manufacturing uniforms for local sports teams and sourcing from China.
2017: At 18, I quit school to go all-in on this business. That little uniform company grew to mid-6-figures over 3 years. Then I discovered Bitcoin at this time & shut down that business to go all-in on it. I then found a crypto YouTuber and worked under him.
2019: Learnt everything about the crypto space. Saw how backwards the entire industry was, everyone trying to make money from each other and there was no real credible independent information. I also lost tens of thousands of dollars on crypto after the bull market here.
2020: Nearly lost everything when a business partnership went bad, business went basically to zero overnight and had to start again.
2021: Started The Collective Shift with one mission: to help everyone invest into crypto with confidence. No selling tokens, no paid promotions. Just sharing real education.
2024: Held our first in-person event with only 12 Platinum members in the room.
2025: The year everything happened. Awarded "Think Big Be Bold” Melbourne Entrepreneur Award! Held our second in-person event with 130 Platinum members in the room. Hit our first $1M/month. Grew to 10 team members, and started scaling in the US.
Today: We're at 15 team members, hit close to 8-figures in revenue and now building and scaling into our US side of the company,
I’m not here to brag. One thing I love doing is documenting the real journey. Wins, losses, and lessons - so crypto investors can see what I'm like behind the scenes, and follow along.
If you want to learn more about CS, our success stories & how to actually build wealth through crypto, I've shared more on this in the comments below.
The Wolf of Flow retweeted
"How do I check what $ayKAT has earned?"
Two ways. You can log on to the AlphaYields ayKAT dashboard, and check.
OR
You can directly read the share price at two dates and compare them.
To get the yield in KAT, multiply the share price by the avKAT → KAT rate (avKAT's convertToAssets rate, read on the avKAT contract 0x7231dbaCdFc968E07656D12389AB20De82FbfCeB):
KAT value = share_price × avKAT_rate
APY in KAT = (KAT value at end / KAT value at start) ^ (365 / days held) − 1
Here's an illustration:
Share price 1.0000 → 1.0200 and avKAT rate 1.100 → 1.105 over 90 days. KAT value goes 1.1000 → 1.1271, so APY ≈ 10.4% in KAT (vs 8.4% if you only use the share price).
Equivalent form: (1 + v)(1 + a) − 1, where v is the share-price return and a is the avKAT → KAT rate return over the same window.
NOTE: Short windows are noisy, so the longer the window, the truer the read.
The Wolf of Flow retweeted
MFL quietly grew from $793K to $3.1M in gross sales from S2 2024 to S1 2025.
On @flow_blockchain 🌊
The Wolf of Flow retweeted
$100m swap volume from @KittyPunchXYZ 🎉
🚨 BOOM! @KittypunchXYZ’s Punchswap just crossed $100M in total swap volume on @flow_blockchain! 💥
With over 230K swaps by 4,000+ unique users, it’s not just growing — it’s dominating.
This week alone saw another $2.5M+ in volume 🔥
Is this Flow’s DeFi moment?
We’re way past the warm-up 🌊
The Wolf of Flow retweeted
𝐅𝐥𝐨𝐰 𝐣𝐮𝐬𝐭 𝐩𝐚𝐬𝐬𝐞𝐝 𝟏 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 𝐭𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧𝐬.
Congrats to @flow_blockchain and everyone building on it. 𝘚𝘪𝘥𝘦 𝘯𝘰𝘵𝘦: 𝘚𝘰𝘮𝘦 𝘰𝘧 𝘵𝘩𝘦𝘴𝘦 𝘵𝘳𝘢𝘯𝘴𝘢𝘤𝘵𝘪𝘰𝘯𝘴 𝘸𝘦𝘳𝘦 𝘰𝘶𝘳𝘴. 😇😇😎
A year building on @flow_blockchain with ayFLOW:
• TVL from 1,000 FLOW → 61.76M FLOW
• $247,913 in yield generated
• 1.3% max drawdown
𝐒𝐭𝐚𝐭𝐞 𝐨𝐟 𝐨𝐮𝐫 𝐮𝐧𝐢𝐨𝐧 = 𝐬𝐭𝐫𝐨𝐧𝐠, 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐬𝐡𝐚𝐫𝐞 𝐩𝐫𝐢𝐜𝐞 𝐚𝐠𝐫𝐞𝐞𝐬.
The Wolf of Flow retweeted
A vault that advertises 11% and delivers 11% is telling you its number means something.
A vault that advertises 16% and keeps delivering 10% is telling you something too, usually that rewards are decaying or the strategy has compressed and the dashboard hasn't caught up.
Two vaults can land on the same realized yield with very different risk underneath. The one with the persistent gap owes you an explanation.
Checking costs nothing. Put the advertised number next to the share price and see whether they agree.
Start paying attention.
The Wolf of Flow retweeted
Liquid staking tokens were the first DeFi yield product that could pass a total-return audit.
While it solved the measurement problem, the question an allocator actually cares about still remained largely unanswered:
was this particular LST earning its risk?
A staking benchmark exists in practice. The Composite Ether Staking Rate has tracked the base rate since 2023 which tells you what staking pays in general.
But operator concentration or depeg behavior for the token in your wallet?
Another game entirely, and the market still hasn't settled on a shared way to describe either.
The Wolf of Flow retweeted
A dollar on a blockchain earns nothing by itself. It earns whatever it gets routed into, and right now most of the market picks that route off a dashboard.
We’d rather it picked off the share price. That’s the layer we’re building.
Join us: alphayields.ai/
The Wolf of Flow retweeted
Or you could just allocate to ayTokens, and not have to become an analyst yourself to earn verifiable yield.
𝘑𝘶𝘴𝘵 𝘴𝘢𝘺𝘪𝘯𝘨...😎😎
Why does $FLOW never break out like this @NEARProtocol someone please explain ....... @adriaparcerisas @roham @flow_blockchain @AlphaYields_AI @doodlifts
The Wolf of Flow retweeted
How to enter:
Like + reply to main post with your Top Shot username
Eligibility: Dapper wallet with at least 1 Moment in account by draw time: Monday Sept 14, 10am PST.
Winners announced next week.
Follow the countdown: flow.com/countdown
The Wolf of Flow retweeted
Only 3M transactions till Flow crosses 1 billion!
Lets celebrate with giveaways from apps across the ecosystem. @nbatopshot pioneered sports collectibles and saw ~$1.5B in all-time sales, they’re giving away NBA Finals Chance Hit packs to kick off the festivities.
More below 👇
The Wolf of Flow retweeted
Gm gm, smell the green eggs & ham! Under 1.5M transactions till 1 billion.
To celebrate, @tiblesHQ is giving away officially licensed collectibles from Dr. Seuss, Sanrio and more.
10 randomly selected winners will receive collectibles from their favorite Tibles collection. 🧵👇
