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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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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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!
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Infrared可以查分了 官网Points就有
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无法战胜の现实
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太可怕了,今年还玩过
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Variational又有5个码了,需要的可以聊天群找我

之前有5个人要了码0交易的,被系统自动清除了。不用的就不要来拿码了哈
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唉,币圈就是容易辛辛苦苦攒的钱被一波带走,不论是DeFi还是合约。注意分散风险吧,稳定币理财也不要放在同一个地方

如果不是特别绝望,要靠币圈翻身的话,还是理性一点,建议场内资金不要超过总资产的1/3

适时出金,快乐生活。机会无限而本金有限。
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大实话,建议都看看吧,唉
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Stablewatch这个频道还不错,播报稳定币新闻和收益机会的,可以订阅一下

新闻:https://t.me/StablewatchNews
收益:https://t.me/StablewatchYield

不过是信息聚合的社区频道,信息来源需要自己去验证
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Yond makes no sense
River pts 我跑了,有老鼠仓。这么跌法应该有负面消息。
有时候卖飞不见得是坏事,毕竟卖飞永赚对吧
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Forwarded from Ian's Intel
MONAD TO LAUNCH FIRST TOKEN ON COINBASE'S NEW PLATFORM NEXT WEEK

SOURCE
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好起来了
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