Best of x.com/stanikulechov on Kiwi News
@stanikulechov on X · Most upvoted by Kiwi News readers
12 stories by @stanikulechov on X have been shared on Kiwi News since 6 March 2024, with 32 upvotes and 6 comments in total. The latest was shared on 22 April 2026. They are listed below, most upvoted first.
Text under a title is an AI summary of the linked article.
- Stani on EURC yield on Aave
- ETH vs. stablecoins as the medium of exchange and economic currency
The author argues that stablecoins are better than volatile ETH as the medium of exchange and gas token for onchain economies, citing predictable pricing for new users and developers. Stablecoins avoid volatility and tax-related FX risk for users earning onchain, and they let developers sponsor gas fees with predictable costs. Lens Network adopted the Aave-native stablecoin GHO as its gas token six months ago, which is easier for a Validium because its settlement cost to Ethereum is much smaller than a rollup's. The post says rollups face more difficulty because high blob prices create volatility, while Gnosis Chain has used xDAI in production for years, and it concludes that ETH's main role should be paying for execution and storage.
- There is an interesting AI problem that exists on Lens
- Stani's thoughts on the Polygon bridge funds investment proposal
Stani argues that Polygon's proposal to invest bridge users' funds into DeFi without sufficient risk protection was a serious concern, and that Aave's response to it protected users. Stani notes that 40% of Polygon's TVL is deposited into Aave, and that ACI opened a governance discussion on adjusting risk parameters, while other contributors, such as @AndreCronjeTech, voiced similar concerns. According to Stani, the Polygon team abandoned the proposal, said it did not support it, and blamed Aave's leadership for its failure.
- Stani on optimizing the EF budget
Stani argues that the Ethereum Foundation needs to cut its budget and restructure to become sustainable, and he lists specific changes. He proposes reducing the burn rate from 130M to 30M immediately and cutting headcount to 80, with at least 80% of staff in technical roles. He also suggests organizing tech teams into five-person groups, forming a five-person merit-based leadership committee, and managing treasury in-house while diversifying it, including into DeFi and staking-yield strategies. He concludes that the foundation should create a revenue model based on transaction or staking fees to fund a reasonable budget.
- @StaniKulechov: Aave working on orderly resolution after $70M ETH recovery
Aave founder Stani Kulechov says the protocol is working toward an orderly resolution after recent events, with the priority being its users. He writes that the team has made progress on multiple paths forward with several partners. The Arbitrum Security Council recovered $70 million in ETH, which could meaningfully reduce potential exposure, and he says he is confident of a strong resolution.
- @Back to Day One: Aave is largest, most battle-tested lending protocol in DeFi
Aave's founder argues that the protocol, while the largest and most battle-tested lending protocol in DeFi, is not a moat and must evolve its structure and product layer to reach the scale of traditional lending. The post states that Aave has originated over $1 trillion in loans and holds around 30% of DeFi's total TVL, with DeFi's roughly $120 billion matching the August 2021 level. It also argues that DAOs should keep onchain rules and visible treasuries while founders lead execution, and says Aave V4 is a modular lending infrastructure designed for all use cases. The post notes that Avara's other projects were retired, Lens was acquired, and the Family wallet was sunsetted.
- @StaniKulechov: Aave reaches $25B total value locked milestone
- Ideas for the Lens Holiday Hackathon
The article lists project ideas for the Lens Holiday Hackathon, a set of concepts to build on the Lens Network. Proposals include asset price strategies in which prices depend on who buys rather than how much, no-loss contests that distribute pooled interest as rewards, and an AI agent for equitable token distribution. Other ideas cover social asset discovery through the follow graph, information markets with bounties, DAO-governed feeds, token-gated groups and forums, and AI-driven ICO pricing based on platform sentiment.
- Resilient Social Networks
The author argues for building social networks around resiliency rather than decentralization, meaning minimizing any single point of failure, with blockchain as the best current means to achieve it. The piece says resiliency should protect networks from governments, institutions, third parties, users, founding teams, and moderators or operators, and that transparency and accountability are crucial, with ZK-proofs offering verifiability where privacy is needed. It states these principles will guide the development of Lens V3.
- Some recent updates on Lens growth
- Financialization in social isn't really a new thing ...