#DeFi news and updates. Tweets are not financial advice!

Moon
Replying to @hamptonism
Equipment: $10k Portfolio: $137
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Wow, Tetra unloaded the whole $SPELL bag 👀
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CRV showing biggest gains in the Top 100 today 🏆 Everyone suddenly realizing $CRV inflation drops to just 5.34% in August? 🤔😁 Smol remindooor: CRV emission schedule is modeled after the #bitcoin inflation curve, but instead of an abrupt halving every 4 years, CRV emissions decline @ 16% per year....
$CRV turns 5 years in 1 month, and CRV inflation reduces to 5.34%, which is 315.6k CRV per day.
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Someone is loading up on $LINK Yesterday was biggest spot outflow of LINK from exchanges so far in 2025 @ $58.35m📊👀
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Replying to @AsapSCIENCE
yeah....😅
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Remindooor: $FPI airdrop snapshot is on Feb. 20!! cvxFXS ✅ veFXS ✅ $FRAX - $FXS LP ✅ tFXS ✅
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The Curve $MIM pool is doing more volume today that the Curve 3pool.......wow 🌝 @danielesesta's $SPELL powers are growing stronger🪄
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Replying to @DeFiGod1
He made 250% and still miserable. Why can't you be happy with what you have, instead of constantly comparing yourself to others?
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Right now $GMX has to be the most undervalued perp DEX token, and it's not even close. Let me explain: @GMX_IO began their buy-back-and-distribute program from protocol fees in mid October. Since then, average daily buy-back is ~3000 $GMX Total bough-back so far is 86.6k tokens. Also notice in the lower graph that majority of the bough-back GMX tokens are not sold! The kicker here is.....total available GMX for sale across all CEX and DEX exchanges is only 1.86m!! The effect of the buy-backs can already be seen on the chart bellow: At the current rate, 1.1m-1.2m GMX tokens could potentially be bough back over the next 365 days. This assumes no increase in protocol fees and an average daily buy rate of 3k! The other kicker is: GMX FDV is only $270m🤫 If you visit @coingecko and sort by FDV, you will be amazed at what type of nonsense coins have an FDV in the $270m range: even fartcoin has a higher FDV than GMX 🤡🤯 This has to be the most absurd mispricing in the history of crypto!! Given that GMX v2 TVL, open interest and daily fees have increased substantially this year due to all the new altcoin market, as well as the new $GLV vaults, I don't see how GMX can remain at the current, ridiculous FDV for much longer.
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Wow, @eigencloud community is really not liking that non-transferable $eigen airdrop: 5000+ withdrawals have been queued since the official airdrop announcement 🫡 How much TVL is EigenLayer going to lose over this fiasco?🤔
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Last week Coinbase and Binance saw some of the biggest $CRV outflows since early February, 2025. On May 29th, total daily netflow was -$6.88m This is the largest daily outflow since February 1 which was -$9.22m Data from @coinglass_com indicates cumulative CEX netflows since CRV pumped above $1 in early December, 2024 are currently -$287.7m😮 Some of that CEX outflow went into BitGo to be custodied because over the same period CRV deposited into BitGo rose substantially: nitter.app/DefiMoon/status/191473… Strong CRV spot accumulation in 2025!💎🖐️ $CVX $crvUSD
BitGo added support for $CRV back in 2023, and until end of 2024 there wasn't much CRV custodied at BitGo. But over the past 6 months, CRV on deposit in @BitGo has surged to 20 millions tokens 📊📈 BitGo is now in the Top 10 CRV holders! Majority of BitGo's clients are institutional investors and trading firms.....
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A very clear demonstration that when it comes to pegged asset liquidity, @CurveFinance is the boss! Since last week, Curve's deep $wstETH pools have maintained 60%+ dominance 📈💪 Meanwhile, @0xfluid dominance all but disappeared as most their leveraged LPs started unwinding their money-losing, leverage-looping strategies as wstETH peg began to shake. Imo it's only a matter of time before a significant depeg (fud-induced or engineered by whales) on a major stablecoin or LST, rekts Fluid's so-called smart debt LPs and passive lenders⚠️ A lot of crypto investors still haven't realized that Curve's deep liquidity is what keeps a lot of major #DeFi protocols solvent during times of market stress! Many scoff @CredibleCrypto's predictions for $CRV, but when you realize how foundational Curve is to all of #DeFi and the trillions of capital flows that will be coming to Ethereum in the coming years.... those rosy price predictions start to appear a lot more reasonable and grounded in reality. $USDe $stETH $GHO $fluid
🩸wstETH Liquidity Crisis 1. Major ETH providers withdrew liquidity from AAVE 2. Farmers with wstETH/ETH looping positions are at loss and forced to sell at market, taking leveraged losses and driving down wstETH value 3. Arbitrageurs buy discounted wstETH and unwrap through Lido, pushing validator exit queue to $2.2B (11-day wait) Concentrated liquidity pools (V3-style) with their narrow ranges can trigger cascading liquidations due to insufficient liquidity depth. Without @CurveFinance's deep pools, the depeg could be far worse.
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Fun Facts: - 40,376 $AAVE bought back since start of program - $AAVE outperforming $ETH since buybacks started - @aave sitting on $2.8M of net profit on the 40k stack
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Looks like ParaSwap will be entering the #CurveWars soon with a budget of 45m $PSP for 2022. The plan is to launch a $PSP/ETH V2 pool and buy & lock $CVX to vote: gov.paraswap.network/t/psp-b…
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Is anyone watching the volume explosion on @GainsNetwork_io today? First $200m+ day since March📈🤩 Gains is pulling similar daily volume as $GMX with 1/20 of the liquidity of GMX!! Talk about capital efficiency🤯 🍏 $GNS > $dYdX
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😮Anyone notice 24.5m $CRV was 🔒today? 🥇Highest daily lock since the launch of CRV by significant margin 🥈Previous daily high was 2023-08-15 @ 16m CRV 🐳Making big moves while CRV trading at the lows, CRV inflation down to just 6.3% in August ..... $CVX #DeFi $crvUSD
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Ethereum ETFs posted their highest inflows today since launching @ $194m📊📈 @Fidelity's $FETH had the highest inflows @ $115m Something to think about: ETF investors who feel they missed the #bitcoin run could pile into ethereum ETFs seeing as ETH is still trading 30% bellow its ATH🤔 $ETHA #ETHE $IBIT $GBTC
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Curve founder @newmichwill borrowing $USDT on AAVE against $CRV and buying $USDC under peg Free money 🧠✅😎
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$ETH on exchanges 📉🔥
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UPDATE: Today #bitcoin ETFs registered $1b of inflows! Since the ETFs launched there's only four days where inflows have been $1b or greater! Today $IBIT had largest inflows @ $608m How much of an influence does $MSTR have on ETF inflows?🤔
Bitcoin ETF inflows came in at an impressive $1.12b today! So far this year there are only three days where ETF inflows exceeded $1b. Blackrock's $IBIT took in $763m by itself today👑 These inflows are even more significant when you consider that 900 #bitcoin is mined per day, which is only $80m per day @ current prices! If the ETFs can average $500m per day, the long-term impact of these inflows can't be overstated!! $GBTC $FBTC
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First fiat on-ramp for $SPELL?👀
🔮 $SPELL @MIM_Spell — the utility and governance token of multi-chain #DeFi lending platform Abracadabra.Money - gets listed on #OKEx ▶ Deposit is NOW open 📈 SPELL/USDT Spot trading goes LIVE 🟢 at 11:00 am Oct 15 (UTC) #NewListing Details ▶️ bit.ly/3AKjo9N
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I remember those days very well. Every big-brain CT persona had a negative opinion on $CRV cuz they were 100% convinced the token economics were really, really bad. Now #Defi projects are falling over themselves trying to copy Curve's veCRV model, even Yearn! 😆😅😂🤣
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Bitcoin ETF inflows came in at an impressive $1.12b today! So far this year there are only three days where ETF inflows exceeded $1b. Blackrock's $IBIT took in $763m by itself today👑 These inflows are even more significant when you consider that 900 #bitcoin is mined per day, which is only $80m per day @ current prices! If the ETFs can average $500m per day, the long-term impact of these inflows can't be overstated!! $GBTC $FBTC
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UPDATE: Wow, $USDe is seeing its first $100m+ daily inflow! Average daily inflow has blown up since $sUSDe APY went to 29% Surprising that $USDe mcap hasn't shot past $4 billion already with such a high APY. I wonder what % of fees end up in the pockets of staked $ENA holders once the fee switch is turned on?🤔
Since $sUSDe APY went to 29% on Nov 13th, inflows into $USDe have risen dramatically📊📈 Total inflows since Nov. 13: +$265m Average daily inflow has more than doubled to $53m while 65% of $USDe supply has been staked as $sUSDe In strong bull runs where funding rates explode higher, @ethena can offer stablecoin APYs that other #DeFi protocols simply can't match. The numbers speak for themselves! Keen in mind however that the Ethena protocol has numerous risks! The biggest one imo is CEX risk: Ethena's strategy involves trading on centralized exchanges for its derivatives positions. If one of these exchanges fails or becomes unavailable (like what happened with FTX), Ethena might face difficulties in managing its hedging positions, potentially leading to losses if profits from these positions are tied up or lost. $ENA
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Degen Spartan telling his followers to sell $CRV at $0.57 to liquidate Mich to "buy back lower" will go down as one of the most spectacular fails in the history of CT 🤡🤦‍♂️
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Since $sUSDe APY went to 29% on Nov 13th, inflows into $USDe have risen dramatically📊📈 Total inflows since Nov. 13: +$265m Average daily inflow has more than doubled to $53m while 65% of $USDe supply has been staked as $sUSDe In strong bull runs where funding rates explode higher, @ethena can offer stablecoin APYs that other #DeFi protocols simply can't match. The numbers speak for themselves! Keen in mind however that the Ethena protocol has numerous risks! The biggest one imo is CEX risk: Ethena's strategy involves trading on centralized exchanges for its derivatives positions. If one of these exchanges fails or becomes unavailable (like what happened with FTX), Ethena might face difficulties in managing its hedging positions, potentially leading to losses if profits from these positions are tied up or lost. $ENA
The sUSDe distribution for this week is 29% APY We have also included a trailing estimated projection of the APY for users to track a live time view between distributions ethena.fi/
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UPDATE #3: Cumulative losses to $USDC - $ETH LPs on @0xfluid are $19m due to rebalancing 😱😬 dune.com/queries/4855794/804… Fluid devs are now offering 500,000 of $FLUID tokens vested over a year to cover losses of LPs.... 500k fluid at current price is $2.6m 😁🤡 gov.fluid.io/t/current-issue… The really disgusting thing about this whole fiasco is that the Fluid devs and their paid KOLs like @DeFi_Made_Here etc... are smart enough to understand very well that all these LPs would get rekt from rebalancing once volatility kicks in.... yet they advertised volumes/fees on this pool as if everyone was making big returns and Fluid would overtake Uniswap. 😅😂 Example #1: nitter.app/smykjain/status/188131… Example #2: nitter.app/DeFi_Made_Here/status/… None of them ever mentioned rebalancing as a potential issue and I'm pretty sure neither of them put a single dollar of capital into this pool!
UPDATE: Volume on Fluid's $ETH - $USDC volatile pairs on L1 and Arbitrum has declined significantly! More proof that most LPs in these pools got completely rekt on rebalances and pulled out 🫠 ⚠️Notice how the Wintermute INST/FLUID loan coincided with the launch of these volatile pools in December 2024 when $fluid got pumped to $10 Funny how none of the fluid promoters like @DeFi_Made_Here bothered to mention the risks to LPs from rebalancing when they were prophesizing Fluid taking over Uniswap 😁😆 $INST #DeFi
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Curve's own $CRV-ETH V2 pool already beating Uniswap V2, V3 and SushiSwap, and the pool is only at $13.5m in liquidity. Same dynamic will play out on many new V2 pools, and not just on L1!!! At what point do $UNI LPs start to realize it makes more sense to🧑‍🌾🔒 CRV & $CVX? 🤔
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UPDATE: Today MicroStrategy announced another monster buy of 55,500 $BTC for ~$5.4 billion at ~$97,862 per bitcoin 📈 $MSTR cost basis went up by $7k to $56,768 If MicroStrategy keeps making big buys and #bitcoin doesn't pump much, that average cost basis will converge quickly towards the current market price! Given that MSTR now owns 1.84% of the entire bitcoin supply, it would be a disaster for the overall crypto market if MicroStrategy is ever forced into a position where they have to sell some of their bitcoin holdings to cover expenses.
MicroStrategy has basically acquired all new #bitcoin mined for the next several months.🤯 But this monster buy also raises their average buy price significantly from $42k to $50k!! These buys were done with $MSTR's ATM program. So far $5.7B of the $21B ATM program has been spent. If bitcoin remains at these elevated prices, each subsequent purchase with the remaining $15.3B will further increase the average buy price! The potential issue with such a rapidly rising average buy price is that if bitcoin enters a bear market MicroStrategy could be forced into a position where they have to sell bitcoin. In the last bear market, peak to bottom bitcoin declined 75%. If bitcoin were to enter a bear market now, price could potentially decline to $25k, which is well bellow MicroStrategy's current $50k average buy price. Also keep in mind that nobody really knows what a crypto bear market looks once the ETFs start seeing sizable outflows.... $MSTR $BTC
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MicroStrategy has basically acquired all new #bitcoin mined for the next several months.🤯 But this monster buy also raises their average buy price significantly from $42k to $50k!! These buys were done with $MSTR's ATM program. So far $5.7B of the $21B ATM program has been spent. If bitcoin remains at these elevated prices, each subsequent purchase with the remaining $15.3B will further increase the average buy price! The potential issue with such a rapidly rising average buy price is that if bitcoin enters a bear market MicroStrategy could be forced into a position where they have to sell bitcoin. In the last bear market, peak to bottom bitcoin declined 75%. If bitcoin were to enter a bear market now, price could potentially decline to $25k, which is well bellow MicroStrategy's current $50k average buy price. Also keep in mind that nobody really knows what a crypto bear market looks once the ETFs start seeing sizable outflows.... $MSTR $BTC
MicroStrategy has acquired 51,780 BTC for ~$4.6 billion at ~$88,627 per #bitcoin and has achieved BTC Yield of 20.4% QTD and 41.8% YTD. As of 11/17/2024, we hodl 331,200 $BTC acquired for ~$16.5 billion at ~$49,874 per bitcoin. $MSTR microstrategy.com/press/micr…
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Full interview with Curve founder Michael Egorov. The main takeaway is that $crvUSD will have a novel liquidation mechanism that no protocol in #DeFi has done yet. Excited to find out what the galaxy-brain devs at Curve have cooked up. 🧠🌀 $CRV 👑 $CVX piped.video/watch?v=2emYa3XV…
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Sex is great, but have you tried swapping $10 million $USDC into 4,898 $eth on @CurveFinance with minimal slippage in one go?🤤 I believe this is the first 8-figure cross-asset 🔀 swap on Curve. $CRV is #DeFi 👑 but the market hasn't realized it yet. etherscan.io/tx/0xa24d0be0b1…
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Curve's $CRV V2 pool jets past 50% DEX dominance already, so many new V2 pools will be launched in 2022. v2pools.com/ 🦋🪄⚙️👻🦄⛓️⚡️🤏🦑🦆❄️🍣🔒⚖️⚗️🦡♟️🌪️🚜🦇 ..... 😎🥂🎅
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👀 Sifu aping into $CVX in case there's a vote against $MIM gauges on Curve? 🤔
🟢 Swapped $1.01M in $MIM for $CVX on 0x ✖ 🐋 ($30.8M) - sifu.eth (0x5DD596) etherscan.io/tx/0x194de32fb0…
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It appears the Curve router is already live at curve.exchange/ 👀 On a $20k $USDC -> $CVX swap, the Curve router blows Uniswap and SushiSwap out of the water. At $50k and up, Curve's advantage in liquidity becomes even more apparent.🤩 👑👑👑👑👑 $CRV 👑 $CVX 👑👑👑👑👑
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UPDATE #4:💥Boom... $10.3m in $CRV flowed out of exchanges today despite overall crypto market being down. Even more impressive are the weekly outflows @ $25m, which is the 3rd highest weekly outflows since the launch of CRV in 2020!!
UPDATE #3: Yet another strong day of $CRV spot outflows from exchanges @ $7.5m 📊💪 Someone is definitely buying the dip ....
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Good luck trying to use a dex to buy the dip, only @loopringorg works right now.
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$CVX is back to $30 KeeperDAO has another $33m+ to spend on CVX 66% of CVX circ. supply🔒as vlCVX Sifu keeps throwing millions at CVX Votium $/vlCVX🆙each round.... $1 soon💰 CVX still no fiat pair on a major CEX New schemes launching to acquire CVX CVX V2 Curve pool launched...
Have we ever seen a more sought after token than $CVX by DAOs? It's the only token I have ever seen where multiple DAOs are wanting to actively accumulate And multiple protocols have been created w the primary goal of acquiring CVX/CRV
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UPDATE #5: $6.2m in $CRV flew out of exchanges today 📊🔥 Moon🌕Math: In the next two weeks CRV annual inflation drops down to just 5.34% (315.6k CRV/day, $290k/day)..... so current daily outflows are more than 20x the daily emissions!! Even if average daily outflows drops to just $2m per day, that still 10x daily emissions at current price.🤯 Supply shock pretty much guaranteed at some point in the near future.... $CVX .... $crvUSD ....⚙️....
UPDATE #4:💥Boom... $10.3m in $CRV flowed out of exchanges today despite overall crypto market being down. Even more impressive are the weekly outflows @ $25m, which is the 3rd highest weekly outflows since the launch of CRV in 2020!!
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📊 $CRV is one of the most traded coins in the DeFi category today, just behind $AAVE and $LINK in 24h volume!
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UPDATE: Another good real-world example of how YieldBasis has made the crvUSD peg more unstable. $crvUSD has depeged again today even after the pegkeepers spent their entire accumulated reserves of $60m+ to defend! The only reason pegkeepers had lots of reserves was because of the recent inflows into the pool from the $YB bribes. If it wasn't for those bribes, crvUSD depeg now would be much larger!!! If there are any large outflows from YieldBasis now due to bitcoin volatility, $crvUSD will depeg quite hard as the pegkeepres are already drained and the Curve crvUSD pools are very imbalanced!! The last line of defense are the borrowers repaying debt (buying crvUSD), but all borrowers are incentivized under extreme conditions to wait until crvUSD is trading at big discount .... Like I said before, CurveDAO was irresponsible to approve not only the initial 60m crvUSD credit line, but also the subsequent 300m credit line for YieldBasis without extensive real-world testing. And No, bribing to build up crvUSD pools doesn't fix the underlying issue which is that pools can become extremely imbalanced (like they are right now) during big market stress regardless of TVL. ⚠️Imo it's only a matter of time before a set of unforeseen events creates the perfect storm and crvUSD/YieldBasis end up with a sizable chunk of bad debt. $CRV $wBTC $cbBTC $tBTC
Ser....0.1% because pegkeeper had $27m in reserves. Suppose you have similar situation in the future, but instead pegkeepers are already empty and all the core Curve pools are heavy on the crvUSD side, what happens then? $crvUSD to $0.5 lol
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Sifu wallet has purchased 1.84m $CRV over the past 24h, and all of it converted to cvxCRV to LP on Curve 👀
🚀 v2️⃣ Swap 166.76 $ETH to 229,499 $CRV ($464,541) LP & veCRV Holder Fee: $407.29 💰Tx Hash: etherscan.io/tx/0x193d3ed368… 🦙🦙🦙
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UPDATE #6: Big outflow of $CRV from exchanges today @ $11m..... someone is definitely buying the dip! This is the 2nd highest daily spot outflow since launch of CRV! 📊🔥 Btw, $ETH also seeing record spot outflows today @ $509m 🏆
UPDATE #5: $6.2m in $CRV flew out of exchanges today 📊🔥 Moon🌕Math: In the next two weeks CRV annual inflation drops down to just 5.34% (315.6k CRV/day, $290k/day)..... so current daily outflows are more than 20x the daily emissions!! Even if average daily outflows drops to just $2m per day, that still 10x daily emissions at current price.🤯 Supply shock pretty much guaranteed at some point in the near future.... $CVX .... $crvUSD ....⚙️....
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🙃Fun Fact: The last time $CRV was $4 (May 13), $CVX didn't exist, there was no Votium or #TheBribening💰, Curve hadn't launched its algo for V2 pools, and only 150m CRV🔒as veCRV! CRV should be trading a lot higher than $4 after everything that has happened since May 13th!
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Just discovered this amazing cvxCRV dash on Dune by @0xplok 👀 It has every metric you could possibly think of: dune.com/0xplok/cvxCRV-Dashb… $CRV $CVX #Defi
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Looks like Stargate Finance will be joining the #CurveWars with $5m in $STG next Votium round $1m set aside for independent veCRV holders👀👇 snapshot.org/#/stgdao.eth/pr… ⭐️ $CRV 💰 $CVX 💰 $BTRFLY 🌟
For those of you who staked your STG, please go to Snapshot and cast your vote. The following two proposals are now up for voting: snapshot.org/#/stgdao.eth/pr… snapshot.org/#/stgdao.eth/pr…
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$Geist (57.7%🔒) and $Blzz (58.3%🔒) are the most interesting #defi experiments. Rapid supply expansion in the first month is being countered by high %🔒, and emissions decline rapidly every month. Could get very interesting if🔒% maintains, or even ⬆️ next few months.....
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#TheLockening🔒has gone crazy!🤯 I'm having a hard believing this unprecedented amount of CRV pouring into Convex is just from the surprise $4m fee distribution. Something else seems to be a afoot.... $CRV 👑 $CVX
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FTX had north of 5m users before collapsing, with a majority apparently from South Korea.🇰🇷 So....where are all those millions of traders going to flock to (the ones that didn't lose everything)? 🤔 I would imagine perp DEXs like $GNS, $GMX could see an influx of FTX refugees.
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I believe this is bullish for veCRV holders😊 $SPELL or $FXS next, or both? 🤔 $CRV 💰 $CVX
👀 Interesting new V2 pool!
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BitGo added support for $CRV back in 2023, and until end of 2024 there wasn't much CRV custodied at BitGo. But over the past 6 months, CRV on deposit in @BitGo has surged to 20 millions tokens 📊📈 BitGo is now in the Top 10 CRV holders! Majority of BitGo's clients are institutional investors and trading firms.....
Now Available: Hot wallets and Qualified Custody for $CRV. @CurveFinance Learn more: bit.ly/3AECalU
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How is $CVX still trading at 58% discount to intrinsic value? 🤯 CVX is close to being fully diluted, has barely any emissions and veCRV / vlCVX has been up-only since launch! Violent repricing soon? 🤔 $CRV $FXN $FXS
$CRV turns 5 years in 1 month, and CRV inflation reduces to 5.34%, which is 315.6k CRV per day.
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🚨Wow, conman @avi_eisen has a 17m $CRV short position. Avi started shorting on Nov. 14 by borrowing CRV on AAVE via the @FortressDAO multisig addy, which he controls: nitter.app/valuekingdom33/status/… debank.com/profile/0x57e0478… #DeFi
Replying to @valuekingdom33
9/ @avi_eisen is in full control of everything. He is the deployer and owner of both FUSD and Fort contracts. The legality of his actions is questionable at best and full control implies full responsibility Pretty ignorant activities for a doxed US/NY resident, if you ask me
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Fun Fact: $CRV emissions are modeled after the #Bitcoin emission curve, but decrease ~16% per year instead of a halving every 4 years. The kicker is Curve is already producing 1/4 of bitcoin's daily fees!🙂 So complaining about emissions this early on in the game is just silly.
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$CRV turns 5 years in 1 month, and CRV inflation reduces to 5.34%, which is 315.6k CRV per day.
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Ser @Rewkang closed his ETH and BTC long positions on $GMX a few minutes ago. GLP took a $5.7m hit today: This is the largest single-day loss for the GLP since launch. Note that fees to GLP LPs today are $3.87m.
Replying to @0xThoor
3️⃣ Andrew Kang Adress: 0xe8c19db00287e3536075114b2576c70773e039bd Andrew's wallet holds $24m all of which is being used as collateral to long $ETH and $BTC on @GMX_IO. Total position size: $110m with an average of ~45x leverage. $ETH entry ~$1330 and $BTC ~$20k and $17k.
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Wow, been following @reserveprotocol for a while now but somehow didn't know @sama from #OpenAI was backing them.😆🤦‍♂️ $CVX $CRV #DeFi $RSR
Stablecoin issuer @ReserveProtocol embarks on its biggest DeFi investment outlay, spending $20 million to acquire @CurveFinance, @ConvexFinance, and @StakeDAOHQ governance tokens. dlnews.com/articles/defi/res…
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There are some slimy VCs using dirty tricks trying to prevent $crvUSD launch due to how disruptive it is to the business models of many existing #DeFi protocols. I hope @newmichwill names these clowns once crvUSD goes live. ⚔️⚔️⚔️ $CRV 👑
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UPDATE #2: $CRV spot outflow from exchanges is accelerating: Yesterday was the 2nd biggest outflow on record @ $9.6m 📊🔥
UPDATE: Another day of strong $CRV token outflows from exchanges!
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$CRV 24h volume: $978,959,589 $UNI 24h volume: $180,266,411 Price and market cap will catch up soon....
Will post a detailed analysis on why I like $CRV
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/1 There's a lot of buzz on CT lately about the rapid growth of @LybraFlnanceLSD and their $eUSD stablecoin backed by $stETH and soon other $ETH LSDs. Let's take a look at where things stand currently and how sustainable the current emissions rate of $LBR is ....
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$CRV 24h volume almost matching $TRUMP, and exceeding $AAVE, $UNI, $LINK, $ENA and $ARB But CRV also has the smallest FDV of all these coins🙃 I love this timeline 🌑🌘🌗🌖🌝
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Has the $SPELL to $FXS migration started? 🤔
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Replying to @WHO
Was this conference sponsored by the Chinese? 🤨 Serious question.
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Fastest horse on any selloffs etc $CRV
Fastest horse on any selloffs etc $ENA
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$CRV annual 15% emissions cut in mid-August CRV🔒picking up steam due to $crvUSD growth CRV derivatives (cvxCRV, yCRV, sdCRV etc...) offering some of the highest yields in all of #DeFi Did I miss anything?🤔
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👀#TheLockening🔒in Switzerland🇨🇭 Let's make it happen across all of #Europe.... Where can I get these $CRV stickers? 😃
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You shouldn't be holding it, you should be staking that fucker on Convex🔒🌕 You'll get more $CRV, $CVX and additional 3CRV fees, which you can use to buy more CRV!
$CRV We still hold this fucker, strongly believe will perform very good in the coming weeks 👀 #crv #Crypto #altcoins #cryptocurrency
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Record volume for the $CRV-ETH Curve V2 pool today 24h volume is $35m, that's 62% of Binance's CRV 24h volume.
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Short liquidations on $CRV starting to hit now after that 10% spike to $0.92 $CVX shorts might be getting nervous right now 😆
$CRV We just had a 10% 15-minute candle stick 👀 the first of its kind since ages. Full send t9 $1.3, then comes $3
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👵 "I'm building an anti-crypto army" 👩 "Ok grandma, time for your afternoon nap" 😴
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The demand for censorship-resistant stablecoins is only going to grow in the future. Can't have true #DeFi without censorship-resistance at every level! It just might turn out to be a wise move to accumulate the governance, or profit-sharing tokens of such projects....
UPDATE: @tether told CoinDesk it froze the $160M of $USDT at the request of law enforcement, without providing further details. trib.al/lNnu4W2
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👀 $CRV 🤝 $ONE
Replying to @harmonyprotocol
3/ Our bridges to @ethereum and @BinanceChain will further @CurveFinance’s ability to support stablecoin swapping across multiple chains. Leveraging Harmony’s #interoperability solutions, Curve is one step closer to its vision of creating deep on-chain #liquidity.
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UPDATE: Today, a $CVX whale dumped his stack for $CRV for whatever reason, but he couldn't convert to cvxCRV on Curve cuz the pool would pay out less cvxCRV. So he had to deposit the 6.7m CRV straight into Convex. The tighter the peg, the more CRV Convex will start to absorb.
cvxCRV discount down to 0.37%! As the pool gets closer to 1:1, whale LPs will start depositing $CRV directly into Convex to obtain cvxCRV instead of buying cvxCRV on Curve. The Union will have to do the same! As Votium $/round and vlCVX in the Union continue to grow....😎
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VC-backed $vela is trading at a higher FDV than $GNS.🤦‍♀️🤦🤦‍♂️ Only 10% of vela total supply is currently circ., whereas GNS supply is fully released. Not only that, but the Vela exchange is doing $4m daily volume 🤏 A lot of dumb retail money in #Defi these days!😬
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🎂UPDATE: $CRV turns 5 years in less than 24h, and CRV inflation reduces to just 5% 5⃣🤝5⃣ crvhub.com⌛️ Five Fun Facts: 1⃣ veCRV still receiving fees after 5 years as @CurveFinance remains the most liquid, battle-tested stable asset DEX on Ethereum 2⃣ CRV inflation is predictable and set in stone, which is why CRV remains one of the most traded tokens in #DeFi after 5 years of bull and bear markets 3⃣ CRV emissions are modeled after the Bitcoin emission curve, but decrease ~16% per year instead of a halving every 4 years 4⃣ Weekly CRV spot outflows from exchanges in 2025 are 10-20x the weekly CRV emitted to Curve liquidity providers 5⃣ Upcoming launch of @yieldbasis has the potential to skyrocket $crvUSD volume and demand, which in turn could greatly increase veCRV yields and CRV demand 🌑🌘🌗🌖🌕
$CRV turns 5 years in 1 month, and CRV inflation reduces to 5.34%, which is 315.6k CRV per day.
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So @CurveFinance, wen factory V2 tri-pools? 🦋 🦋 🦋 The Sirs from REDACTED want their own $BTRFLY - $OHM - $ETH pool ...
spent the weekend working on a cool concept and put it in a deck with some other plans will probs keep updating this deck as ideas develop warning: not for the faint-hearted🦋⚠️ #harberger #sundaythoughts #bearmarket docs.google.com/presentation…
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Uniswap and Curve now hold as many stablecoins as peers like Huobi and Coinbase Credit: @OurNetwork__ @nansen_ai
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Had some spare time this weekend, decided to research #forex/#crypto leveraged betting on #ethereum L2s. Stumbled upon @GainsNetwork_io & @GMX_IO, played around on both, checked out stats and $GNS, $GMX token economics....mind blown🤯 No VCs, not listed on any CEXs, Volume📈
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$crvUSD supply 110m 📈 Big crvUSD mint from $wBTC today 📈 $CRV 👑 #DeFi
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86m $DAI minted from $wBTC collateral on Maker paying a 5% stability fee.😬 How many of these vault owners eventually migrate to $crvUSD for the much lower interest rate, higher capital efficiency and lower liquidation penalty? 🤔 $CRV ⚔️ $MKR
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$crvUSD APR 20.45% 👀👀👀 $CNC 🎉 $CRV
$crvUSD - Now live on conic.finance/
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/1 Looks like we have the first looping happening with $crvUSD using wrapped $stETH collateral. This addy started off with 21.8 $wstETH as collateral, and grew the position to 761k crvUSD and 381 wstETH.
⚪ Swapped $110K in $crvUSD for $wstETH on 1inch 🐉 🐟 ($171K) 0x2761a5 etherscan.io/tx/0x2fcbe18dd0…
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$CRV +20.6% top performer today of the #Defi🔵 $FXS +15% $UNI +14.7% $CVX +13.3% $BAL +12.78% $COMP +11.55% $AAVE +11.48% $SUSHI +11.17% $MKR +7.85% Is the market telling us something? 🤔
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Olympus selling all their $CVX at the bottom of the bear and only a few days before Convex devs put up the staking reward boost proposal is pure poetry. $OHM 🤦‍♂️😋🙃
Been watching Olympus wallet and they’re done selling $cvx. Peace. debank.com/profile/0x245cc37…
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Not financial advice or anything, but buying $cvxCRV at a 14% discount ahead of $crvUSD launch might not be a bad idea. crvUSD = 3crv fees to veCRV 🆙 Since Convex lets cvxCRV stakers chose reward weights, 3crv APR on staked cvxCRV will be higher than vanilla veCRV.... $CRV
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Curve TVL on #Arbitrum has grown to $15.3m with daily volume of $5.5m, and there is a new pool: $WBTC - $renBTC 👀 @renprotocol $CRV 👑 #DeFi
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So Abra purchased 5.78m $CRV @ $2.33 from Alameda via FTX for their upcoming magicCRV (mCRV) launch: etherscan.io/tx/0xe4e17a6657… That purchase took out 90% of CRV on deposit at FTX, only about 575k CRV left 👀👇 $SPELL $MIM #Defi
🧙🏼‍♂️! The proposal to whitelist MagicCRV in the @CurveFinance DAO is now up for discussion!🗣🔥 🗳 Read the proposal: gov.curve.fi/t/proposal-to-w… 📖 Read more about MagicCRV: abracadabramoney.medium.com/…
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Anyone watching Curve atomic swaps mooning?😍 $sETH - $ETH pool is @ 107.98% utilization today with $22.3m in volume! $SNX #DeFi $CRV
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/1 Wow, on Jan. 12 $frxETH validators had a record MEV day (8.13 $ETH)💰✅ MEV rewards were almost 2x bc rewards! α: Convex is one of the biggest veFXS owners via $cvxFXS (6.6m), Frax Treasury will be distributing 8% of frxETH validator rewards to veFXS holders. $FXS 💸 $CVX
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😬Justin Sun already taking the 50% penalty and dumping farmed $PRISMA Considering his size and how high FDV of PRISMA is currently.... I don't see how PRISMA can hold the current price! Might not be a bad idea to activate some kind of value capture for PRISMA asap. $CRV #DeFi
In the past hour, a large address linked to Justin Sun has deposited $110M wstETH in the @PrismaFi pools, and has minted over $60M of the stablecoin mkUSD. This address 0x9FC currently owns >60% of the wstETH deposited in Prisma.
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I can make $2100 swapping 5 mil $DAI to $USDC on @CurveFinance right now, instead of losing a few k using Uniswap V3.
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UPDATE: Yesterday was a wild day on @GMX_IO v2 Fees from altcoin markets @ $175k Fees from $BTC, $ETH markets @ $81k If someone had claimed last year GMX v2 would be making more fees off altcoins than ETH+BTC in 2024.... I definitely would not have believed it! Top altcoin markets by fees yesterday: $ARB - USD: $41k $LINK - USD: $36k $AVAX - USD: $34k $SOL - USD: $15k $AVAX - AVAX: $12k $GMX - USD: $10k $DOGE - USD: $4k $UNI - USD: 4k
So @GMX_IO added many new markets this year to attract new traders/LPs, and the results are looking good so far. While fees from BTC/ETH markets have been declining, fees from alt markets are rising. On some days, daily fees from alt markets exceed BTC+ETH fees!😮 $GMX 🫐
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Replying to @IRIran_Military
Israel right now

ALT Oh Shit Shit GIF

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Bullish for $EPS, @Ellipsisfi is the only authorized fork of Curve on #BSC. Remember, staked cvxCRV on Convex gets you weekly EPS airdrop, in addition to $CRV, $CVX and 3CRV fees from Curve! The current APR for cvxCRV displayed on Convex doesn't account for the EPS airdrop!👀
🧙🏼‍♂️! The #BSC proposal has passed!🔥🪄 Stay tuned for more info coming SOON™️!🔮
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Futures OI on $CRV and $CVX is mooning 🚀🌕 CVX: +$4.3m since Monday: CRV: +$50m since Monday: The really crazy part is that $CRV OI has stayed elevated since that run-up to $1.24 in December of 2024. Today CRV trading under a $1 but OI is much higher than when CRV was above $6 back in 2022!! 😮 This just shows how much the market has matured. $crvUSD #DeFi
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