Stack and Stake Ξther
Joined August 2021
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many people are talking about crypto today.
finally getting some visibility, golden bull right around the corner.
alexandooor retweeted
"Yield You Can Underwrite" means the risk model is as clear as the return.
It means knowing:
Where the yield comes from; Who operates the infrastructure; What happens when an operator fails; Who absorbs the first loss; Which permissions exist; How users can exit
That principle runs across the entire Puffer stack @puffer_finance . 🧵
1/
They will continue to shake you out.
Just Stack and Stake Ethereum, enjoy life outside of CT.
Come back to reap to rewards in a few years.
Ethereum is undervalued -> ethval.com
DATs are staking.
Bhutan Government staking.
Buy ETH! Stake it with @puffer_finance 🐡
Capture ETH upside and accrue more ETH overtime 📈
NFA. Happy Thanksgiving Frens 🦃
Wow — wasn't expecting this much attention for ETHval in just one day! Based on your feedback (mostly from Twitter comments), rushed to ship v0.1.5.
ethval.com/
The biggest updates: 2 new valuation models added, and worked hard to establish objective criteria for reliability assessment with clear explanations.
Having a blast vibe-coding with Claude and Gemini after a long time. Feels good to be back in the zone 😎
Keep the feedback coming — hope to build this together with the community!
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[ ETHval v0.1.5 Release Notes ]
🆕 New Models
* Commitment Premium: Valuation model based on ETH committed to staking and DeFi
* App Capital: Model valuing ETH based on ecosystem application capital
🔄 Model Changes
* P/E → P/S: Changed from Price-to-Earnings to Price-to-Sales; industry standard for L1 protocols
🐛 Bug Fixes
* Model Confidence Alignment: Fixed inconsistencies between confidence levels and explanations
* ETH/BTC Ratio: Corrected value calculation and chart display
* Navigation Bar: Fixed scroll detection and active menu state UI
* ETH Dominance: Corrected dominance calculation
✨ New Features
* Dynamic APR: Now applies real-time staking APR from Lido API
* Reliability Criteria: Added assumption descriptions for reliability assessment
🎨 UI/UX Improvements
* Color Palette: Updated colors for reliability badges and buy/hold/sell indicators
* Reliability Weights: Simplified weight display system
Layout: General layout refinements
Thank you all.
