Forwarded from AU Trading Journal 🩵😈
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🙏🏻
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🙏🏻
❤6
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.
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.
X (formerly Twitter)
LUKE CHMIEL⚡️ (@talkintokens) on X
rate has spiked / xUSD depeg has worsened since Elixir came out saying they are structurally senior to all other lenders per a previously undisclosed offchain agreement
looking at 6figs of bad debt in this morpho market based on current xUSD market price…
looking at 6figs of bad debt in this morpho market based on current xUSD market price…
❤3
礼拜四晚上10点可以塞Stable了，需要KYC
https://x.com/stable/status/1986072702667649235?s=46&t=WzReSlGCt9dqi6xBpMo8KA
https://x.com/stable/status/1986072702667649235?s=46&t=WzReSlGCt9dqi6xBpMo8KA
X (formerly Twitter)
Stable (@stable) on X
The countdown to Phase 2 of the Pre-Deposit Campaign has begun...
@hourglasshq is set to lead the institutional vault in partnership with a top-tier investment bank.
Mark your calendars and get ready to participate on Thursday, November 6 at 2PM UTC (9AM…
@hourglasshq is set to lead the institutional vault in partnership with a top-tier investment bank.
Mark your calendars and get ready to participate on Thursday, November 6 at 2PM UTC (9AM…
❤2
Forwarded from Sleeping Club
[ ZOOMER ]
MONAD TO TGE ON NOVEMBER 24TH, ACCORDING TO A TEAM MEMBER: THE BLOCK
MONAD TO TGE ON NOVEMBER 24TH, ACCORDING TO A TEAM MEMBER: THE BLOCK
❤2
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.
*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.
❤2
Infrared 宣布结束积分计划，为新阶段蓄力启程！
自主网启动以来，Infrared 一直是 Berachain 上的核心基础设施之一
- 支持 165 个金库
- 曾在高峰期承载超 20 亿美金 TVL
- 主流金库质押率高达 90%+
这一路的成长，离不开每一位 Beras 的信任与支持 ❤️
今天，Infrared 正式宣布结束积分计划，最终快照于11 月 3 日8:00 （UTC+8）拍摄。
所有积分数据都已记录，将在未来用于回馈早期支持者。
同时，全新活动 iBelieve in Infrared 现已上线。
快去积分页面领取你的信念卡，证明你是真正的支持者！
自主网启动以来，Infrared 一直是 Berachain 上的核心基础设施之一
- 支持 165 个金库
- 曾在高峰期承载超 20 亿美金 TVL
- 主流金库质押率高达 90%+
这一路的成长，离不开每一位 Beras 的信任与支持 ❤️
今天，Infrared 正式宣布结束积分计划，最终快照于11 月 3 日8:00 （UTC+8）拍摄。
所有积分数据都已记录，将在未来用于回馈早期支持者。
同时，全新活动 iBelieve in Infrared 现已上线。
快去积分页面领取你的信念卡，证明你是真正的支持者！
❤1👍1