Sonya Kim ✓

@sonyasunkim · joined 21 Jun 2020

building @3f_xyz | former chef @SteakhouseFi

23 360Followers

1 553Following

2 086Posts total

160.8KViews on collected posts

Ultimi post

Sonya Kim ✓@sonyasunkim3 Sep

If you like crypto basis in the bull market Maybe you'll like leveraged crypto basis too Built on @Morpho NFA 2.1K views · 24 likes · 1 reposts · 2 replies Open on X →

Sonya Kim ✓@sonyasunkim3 Sep

Crypto basis is back! And @Bitwise USCC Fund tokenized by @SuperstateInc has been performing strongly With one click, 3F now enables users to access customizable leverage on USCC (up to 17x) No more manual looping or the operational friction associated with leveraging RWAs ht 13.5K views · 42 likes · 8 reposts · 1 replies Open on X →

Sonya Kim ✓@sonyasunkim1 Sep

Anyone who's tried to loop RWAs knows it's hard because of settlement delays Deleveraging a looped RWA position: N loops × T-day settlement = N×T days of unwinding 3F uses the BF mechanic which shortens redemptions from N*T days to T days Yesterday's 3F BF auction was awesome 3.4K views · 56 likes · 6 reposts · 4 replies Open on X →

Sonya Kim ✓@sonyasunkim31 Aug

Great op-ed from @mfisher10x in CoinDesk on one of the biggest problems holding RWAs back. And a very kind shoutout to @3f_xyz for working on it. The problem isn’t tokenization. It's liquidity. "I worked on bringing Apollo's ACRED onchain as collateral on Polygon PoS, 3.3K views · 28 likes · 4 reposts · 4 replies Open on X →

Sonya Kim ✓@sonyasunkim31 Aug

Tokenized asset utilization isn't as low as the data says. Restricted by design. Parked by intent. Used invisibly. Only the first is a failure. Settlement is the real blocker on levering these at scale. My op-ed for @CoinDesk: https://t.co/ugdegOqeHO 5.2K views · 44 likes · 11 reposts · 6 replies Open on X →

Sonya Kim ✓@sonyasunkim31 Aug

Very neat feature from the Morpho team, esp for RWA collateral that might take longer to redeem to cash 4.1K views · 30 likes · 1 reposts · 1 replies Open on X →

Sonya Kim ✓@sonyasunkim8 Mar

@sonyasunkim Great piece! The bridge facilitator model is elegant; but who's pricing the credit risk on the RWA during the settlement window? If the collateral quality deteriorates between T+0 and T+1, the bridge ate the loss. That's essentially on-chain repo market making. Curi 936 views · 5 likes · 0 reposts · 1 replies Open on X →

Sonya Kim ✓@sonyasunkim8 Mar

@sonyasunkim Sonya, great write up! The coming challenge is explaining to users that yield bearing rwas are not stable coins, especially credit based RWAs. Hopefully users will actually understand the risk they are taking looping these assets as we approach the next credit cycle 5.9K views · 15 likes · 0 reposts · 2 replies Open on X →

Sonya Kim ✓@sonyasunkim8 Mar

@sonyasunkim Even worse, in many cases the curators, lenders, and, most importantly, borrowers of these RWAs are essentially the same entity, just operating under different names. Their incentives align toward defaulting on (or otherwise screwing over) the people who provide liqu 961 views · 30 likes · 4 reposts · 0 replies Open on X →

Sonya Kim ✓@sonyasunkim8 Mar

https://t.co/oVxEXTuWPq 121.3K views · 404 likes · 41 reposts · 53 replies Open on X →

Rispetto ad account della stessa dimensione

6 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a più persone rispetto ad account della stessa dimensione.

Visualizzazioni mediane3 770questo account924mediana per 10K–100K

Copertura, %16.14%questo account3.62%mediana per 10K–100K

Interazione, %1.14%questo account1.52%mediana per 10K–100K

Metrica	Questo account	Mediana per 10K–100K	Rapporto
Visualizzazioni mediane per post	3 770	924	4.08×
Copertura (visualizzazioni ÷ follower)	16.14%	3.62%	4.46×
Tasso di interazione	1.14%	1.52%	0.75×

Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

121.3K8 Mar

961

5.9K

936

4.1K31 Aug

5.2K

3.3K

3.4K1 Sep

13.5K3 Sep

2.1K

Last 10 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.44%8 Mar

3.54%

0.30%

0.64%

0.78%31 Aug

1.18%

1.10%

1.92%1 Sep

0.39%3 Sep

1.29%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes49.0%678 in total

Reposts5.5%76 in total

Replies5.3%74 in total

Quotes3.0%41 in total

Bookmarks37.3%516 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Ultimi post

Rispetto ad account della stessa dimensione

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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