Yond makes no sense
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DeFi 收益 | 投资逻辑 | 行业思考 | 就业机会

by https://x.com/0xyond
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话说,大家对硬件钱包的需求大吗?Onekey有个渠道合作找我,需求大的话我可以谈下来,比自己买便宜些

有意向的可以留个👍🏻人多就发车
👍27👎7
折下来大概是不到100u一个,叠加双十一活动
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Forwarded from Ian's Intel
DEFI PROTOCOL BALANCER POTENTIALLY EPXLOITED: ONCHAIN — AGGR
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Balancer有攻击
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打新理财不如低倍开空理财,链上我也不敢玩了,除非是盘子

保持做空的乐观,没有多少妖币,有妖币只要避免低于VC后几轮成本,避免共识盘,费率币,指数价格组成单个小所那种,纯盘子币就行了

bn多上合约然后分仓低倍止损复利撸空致富🙏🏻
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Au老师这个也是不错的思路,做空理财
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Forwarded from Maestro Monologues
https://x.com/talkintokens/status/1985436957166505988

https://x.com/Schlagonia/status/1983276845069152607

https://x.com/Cbb0fe/status/1983362876250181997

This whole xUSD fiasco is a pretty bad look for DeFi.

- Offchains deals that give debt seniority to selected lenders.
- Recursive minting to inflat TVL metrics
- Curators that are supposed to manage risk on lending market vaults overlooking the risk and allocating to xUSD markets
- Money Markets hardcoding xUSD to $1 has prevented mass liquidations but theres still a large hole to be plugged

Even in stablecoin farming theres just so much to look out for.
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Stream的xUSD也脱锚了,这个应该玩的人不多
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迷你仓空了点 $MMT,2x,不设止损那种

ve33凭啥值那么多钱😈
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Forwarded from Sleeping Club
[ ZOOMER ]

MONAD TO TGE ON NOVEMBER 24TH, ACCORDING TO A TEAM MEMBER: THE BLOCK
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其实判断真没问题,ve33确实不值那么多钱,Velo现在也就100m FDV

但是忽略了极致的操盘过程
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Forwarded from Maestro Monologues
Stable Coin Yield Sheet

*Disclaimer - I did this up pretty quickly so lmk if you spot any inaccuracies*

Parameters
- Min $10m TVL
- Excluded protocols w inflated APY due to the xUSD / StreamDefi collapse : Morpho, Euler, Compound
- APY for Perps Vaults only calculated from 11/10 onwards

Thoughts
- Lighter vaults seems the most attractive as they did 35% APY since 11/10. Good sized TVL and volume have been healthy as well.
- Pendle is among the top as well but USDai might not fit the risk profiles of many farmers as its pretty experimental.
- Orderly is the surprise addition among the top as they are doing 19.5% on $22m TVL.
- Yield vaults like Neutral and EtherFi have decent yield but many are avoiding vaults after the StreamFi incident.
- HLP APY is surprisingly low since 11/10 but i expect the numbers to rise overtime as HIP3 deployments start to kick in.
- Aave yield for USDe is pretty good because of the liquid leverage feature. I believe most risk adverse users would prefer using Aave over all the other protocols.

Im personally waiting for the Variational OLP public vaults to be deployed as I think they will have really good yields in the early days.

In the meantime, I will likely allocate my stables to Lighter, Aave and maybe Pendle PTs to diversify the risk.

Will be adding more protocols in periodically to the tracker.

Hopefully you find the sheet helpful in weathering out the market volatility.

Cheers.
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