I made a simple Pende YT Profit + When to buy (GTS) calculator It's in the same sheet, in 'Pendle Calculator' tab. Find it at docs.google.com/spreadsheets… Enjoy. * Go to File → Make a copy then you will be able to edit as you want #Pendle #GTS #GoodTimingScore

I posted 36 optimistic analysis of @berachain so far (excluding those complains) but the result? 0 allocation + muted on their discord Someone just did one tweet and got 400+ $BERA lol @SmokeyTheBera @captainjack Did you giys really excluded me manually?!? Lol Here are my tweets nitter.app/NewPaguinfo/status/187… nitter.app/NewPaguinfo/status/187… nitter.app/NewPaguinfo/status/187… nitter.app/NewPaguinfo/status/187… nitter.app/NewPaguinfo/status/187… nitter.app/NewPaguinfo/status/187… nitter.app/NewPaguinfo/status/187… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188… nitter.app/NewPaguinfo/status/188…

Sonic (formerly Fantom), the master ground of the Ponzinomics After @AndreCronjeTech , the founder of @SolidlyLabs , which ushered in the ve3,3 era, took over as CTO of Fantom, which rebranded to @SonicLabs , the Sonic chain is once again home to ponzinomics. The first batter is @ShadowDexFi , the main DEX. It's a solidly fork, and was apparently created by the same team that created @RamsesExchange , @NileExchange , etc. It launched in late Dec and is currently sitting at $52M TVL. The key is, the main token, $SHADOW, is about 20x higher than its initial It's also up 3.7x from its day one pumping high. Reward rate for stable pairs are up about 30%. The $S pair is showing an APR of nearly 1200% Note that if you vest your $xSHADOW, you can claim $SHADOW after 14 days with a 50% penalty, It takes 180 days to get 100%. Shawdow Dex is also participating in Sonic's airdrop campaign, which is giving away a total of 200M $S, which is an average of 18% extra APR at the moment, based on TVL. However, the airdrop campaign is very long, running through June, and it's not guaranteed to be distributed immediately, depending on the multiplier per asset, so it's best to think of it as extra pocket change.

Stablecoin Projects Megathread A Quick Review of Stablecoin Projects * Note: Expectation tiers are just subjective I will post reviews one by one below @falconfinance @levelusd @ResolvLabs @noble_xyz @superformxyz @capapp @reservoir_xyz @multiplifi @OpenEden_X There are many more... If you have any other good project, please comment * Data is as of Apr 11th

트위터 여성분들이 늘어나고 있다 솔직히 모나드나 베라 여성 전용 롤 같은 경우는, 여성분들이 아닌 프로젝트가 그런 차별적 허들을 만든것 자체에 대한 비판을 할 만 했지만 트위터, 특히 얍핑 관련해서는 당연히 아무 문제도 없고 오히려 그것이 세상의 진리이자 이치이며 잘 활용해서 포스팅으로 얍핑을 하는것은 좋은 전략이자 대단한 용기라고 생각함 물론 남성들의 여성에 대한 관심도만 가지고 쉿포스팅만 날리는 것은 지탄받아야 하지만 적어도 어느정도 프로젝트에 대한 이해도를 가지고 글을 올리거나 몇몇분은 아예 예전부터 프로젝트에 소속되어 활동하거나, 개발자인 경우도 있기에 충분히 Respect 할만 하다고 생각 아 그리고 중간에 자두두 언니는 얍핑은 안하고, 파구가 영상도 안보긴 한데 (지나가는 쇼츠 정도) 매매는 차치 하더라도, 호두를 이어 대단한 퍼포머 라고 생각 열정 그자체로 리스펙 eva 언니는 음... 그냥 한번 볼수 있을까요?! @lilykuma_S2_ @shu_bit_ @Buja_Quest @jminny__ @zk_bella @wangbei__ @Gem3a @jadoodoo_ @evadacat

50% APY with Stablecoin? - Maximizing Stablecoin Yield with Pendle PT: The Basics In @pendle_fi 's Market menu, click the ⓘ icon on the right side of the product then you'll see a description of the pool and project, along with a list of third-party protocols that can utilize that Pendle asset (mostly PT), called “Pencosystem” at the bottom. Typically, you'll see @MorphoLabs , @eulerfinance but you'll also see @aave , @GearboxProtocol , @TermMaxFi , @Contango_xyz , etc. All of them are lending protocols, and except for Aave and Morpho, the others support leverage function. There are some cases like where you can get 50%+ APY by leveraging stablecoin PT on Pendle as collateral. As of right now, @falconfinance 's sUSDf (expiration 9/25) PT is yielding 52.2% ROE (Return On Equity) on Euler. However, there are a few things to keep in mind. ✅Things to Consider - Obviously, choose a pair with a high APY on the PT itself and the supply yield, and a low APY on the borrowing asset (USDC, etc.) - Make sure the project is reliable and stable: Research on their investors, operating history, own asset yield history, previous accidents (hacks or so), TVL, etc. - Pendle Pool should have a high enough TVL and LP: If they are small, there may be a lot of slippage when buying and selling - Check the size of the external LP pool: If small, slippage may be greater when tilting at leverage and unwinding - Longer maturities are better: When investing or redeeming assets, gas cost/Slippage, etc. are required, and if the maturity is short, the loss is large due to frequent operations. - Be mindful of gas costs: Most of Pendle's pools are on ETH network, and although gas fees are relatively low these days compared to the past, they are still relatively high compared to other networks and for Pendle and leverage projects. Smaller investments need to be more concerned about gas costs I know I'm a YT ape, but if you're looking for a decent stablecoin APY, Pendle PT is worth a look. Next time, I'll do a yield analysis of a few pools.

Resolv Pendle YT Efficiency Calculation With a little bit of wishful thinking, based on - FDV $500M - 15% Airdrop (maybe half of Hyperliquid...) - 120% Boost (excluding NFTs, Grand Epoch 25% + Referee Welcome Boost 20% + Ticker is $RESOLV 75%) This will result in a $18.75 airdrop per 1M points 1. USR Base YT - Base Resolv point 45x - YT Price 0.02423 USR = 41.27x - Reward APY 67.75 - ROI 130% (after principal mentions) = 1579% APR 2. USR ETH YT - Base Resolv point 45x - YT Price 0.03092 USR = 32.34x - Reward APY 67.75% (after principal reminder) - ROI 80% (after principal mentions) = 974% APR #NFA @ResolvLabs @ResolvIntern @PendleIntern @pendle_fi

Expected Returns of @berachain Pre-Boyco Vault Assumptions - $BERA FDV $10B - Airdrop Allocation 2% - Airdrop/TGE End of Mar - Calculating $BERA reward only = 30% APY - If you put in from today at current price @pendle_fi YT ROI $USDe (Bera) 16% ROI $sUSDe (Bera) 47% ROI (including 10% APY Ethena Yield) $wBTC (Bera) 76% ROI $beraSTONE 104% ROI $liquidBeraBTC 62% ROI $liquidBeraETH 84% ROI $LBTC (Bera) 74% ROI $LBTC (Bera - Hourglass) 56% ROI $SolvBTC.Bera 107% $SolvBTC.Bera 107 Variables - Boyco assumes $BERA FDV $2B - APY decreases as TGE time delays - APY varies based on each vault's investment strategy Each vault also adds different rewards. It depends on @ethena , @babylonlabs_io , @Lombard_Finance , etc. but even if you look at $BERA reward alone, even if you halve it conservatively, YT is not losing money strategy right now. #NFA Each item can be calculated by adjusting the variables directly in the calculator below. docs.google.com/spreadsheets…

Claiming your Resolv boost @ResolvLabs currently has five different point boosts available. Each boost has a very different effect on your efficiency, so it's a good idea to get them all. 1. Resolv Power User (up to +50%) - Participate in 3+ Resolv-related actions = Bronze (+10%) / 5+ = Silver (+25%) / 7+ = Gold (+50%) - There are several types of actions └ $USR Holding (ETH / BASE) └ $stUSR Holding (ETH) └ Holding $RLP (ETH / BASE) └ $USDC/ $USR/ $wstUSR deposit on @eulerfinance └ Liquidation of $USR/ $RLP/ $USR- $RLP on @CurveFinance └ Participation in @spectra_finance YT/LP └ Provide $USR liquidity to @AerodromeFi └ Provide liquidity to @Uniswap - do at least 7 of these, but need to be selective because the Base side doesn't seem to be tracking yet, and the @eulerfinance side is unclear if each counts as one or not. - I did $USR, $RLP, Euler $USR, Euler $wstUSR, Curve $USR supply, Spectra LP, and Spectra YT. - ETH gas is expensive, so don't even think about getting back the assets you used for boost, just keep it under $1 for your sanity and dump at the end 2. Referral (+20%) - Use mine app.resolv.xyz/ref/gupa - then do self-referral with 2 wallets 3. Resolv Blueprint NFT (+25%) - This one is a little tricky. The price was around 0.01ETH, but it skyrocketed in December to 0.7ETH recently - Link: opensea.io/collection/bluepr… - Doubt if this will be efficient unless you are a big investor... 4. hyperliquid power users (+10%) - All you need to do is deposit 5 USDC (minimum) to @HyperliquidX 5. @dinero_xyz Power Users (+10%) - You just need to buy some $pxETH or $apxETH. - As always, it's a waste of gas, so don't think about reversing it, and keep it under $1 6. Epoch #4 Boost (+50%) - Just the default, will be changed for the next epoch If you get them all, it's +165%. One thing to keep in mind is that Epoch #4 is 9 days away, and they remove and add boosts on every Epoch. Keep an eye on the announcement and react accordingly.

Momentum Title Deed 의 Nominate 에 대해 조금 설명 드리자면, 일단 이러저러하게 1만명에게 NFT 를 주는걸 체커로 체크하고, 그 1만명이 인당 3명씩, 총 3만개의 트위터를 추천, Nominate 해서 그중에 5천명에게 추가로 NFT 를 준다는 것 같습니다. 다만, 아무나 추천한다고 되는건 아닐것 같네요 아마도, 'Title Deed Wave1' 의 - Top 1001 ~ 20000 (Tier 기준) 중에서 주지 않을까 합니다. Twitter 만으로는 Tier 를 알지 못하지 않냐구요?! 하지만, 우리는 이미 Title Deed 체커에 지갑과 트위터를 연동 했죠 아무래도 몇일만에 3만개의 트위터를 전부 보는건 매우 어려울 뿐만 아니라 매우 비효율 적이죠 연결된 지갑과 트위터 기준, Nomination 을 받은 사람 중에, '상위 티어 또는 랜덤' 으로 주는게 아닐까 하는 느낌적인 느낌이네요 맞을지는 모르겠지만, 아무튼 이번에 Deed 를 받지 못했을 시, Momentum 티어 기준 상위 2만등 안에 든다면 Nomination 을 받을 시 Deed 를 받을 수 있는 확률이 매우 올라갈것 같습니다. 그런 의미로, 이 트윗에 좋아요/리플 한번씩 부탁 드립니다. 리트윗/인용은 해주시면 감사, 안해주셔도 무방합니다. 그 이후에 16일 오후 10시까지 구글폼 쓰신 분들 중 3분 추첨해서 Nominate 해 드리도록 하겠습니다. Nominate 받는다고 Deed 를 무조건 확보할 수 있는건 아닙니다만, 도움이 되셨으면 좋겠습니다. 감사합니다. @MMTFinance @buidlpad official platform for $MMT Community Offering

Analyzing the Bera Chain Airdrop I haven't been following @berachain for a while, but I thought I'd do a quick analysis of the $BERA airdrop event for depositors. Berachain is an EVM Identical Layer1 project that has received $142M in funding. It is characterized by adopting a consensus mechanism called POL (Proof Of Liquidity) For reference, BTC is a hardware-based mining mechanism called POW (Proof Of Work), and ETH is a POS (Proof of Stake). ETH is a mechanism (Proof of Stake) that organizes nodes through staking called POS (Proof Of Staking). POL is a way to qualify as a node by providing liquidity, but I still need to study the exact logic. Anyway, Bera has received a very large investment, and until now, it was only possible to participate through Discord rolls, NFTs, testnets, etc This time, along with @Stake_Stone , @Lombard_Finance , and @ethena , we'll be able to participate in POL by depositing assets If we look at some of the similar categories of airdrops in 2024, most of the L1 or L2 airdrops were around $1B in size. The Berachain had a valuation of $42M at the time of the $420M investment, The valuation of the additional $100M is unknown, but we can assume it is at least $1.4B In the case of @Starknet , the actual initial FDV was around $18B due to the sharp drop in price, but it was still high @movementlabsxyz also had a very high FDV due to its strong listing performance. @HyperliquidX is a complete outlier, and @MerlinLayer2 hasn't disclosed its funding, so it's hard to compare. In terms of funding amount comparison, I'm cautiously predicting that it will be in the $10B range, about half of Starknet, and in the $20B range, about 3x the Movement. (Hopefully) Let's assume that the airdrop is likely to be around 7%. That would put us between $700M and $1.4B of airdrop amount (We don't know yet, but let's stick with our estimate) However, as I already mentioned above, with the community activities, testnet activities, NFTs, etc. the airdrop for the depositors would be 300M to $600M What we need to see is, 1. the current TVL is small, around $130M for Lombard / $246M for Stakeston / $6.7M for Ethena = Total $382.7M 2. POL is the core of the Berachain, so its launch is probably not far off. Therefore, even if the airdrop for deposits is small, it will be quite high when converted to APR. Roughly speaking, even if it takes 3 months and $1B is deposited, with $300M airdrop, that's 120% APR, and the higher the value of the airdrop or the shorter the term, the higher the APR. To do this, I'm going to highlight the three deposits, Stakeston, Lombard, and Ethena, in separate posts.

Pendle x Plasma Reward Distribution Started @Plasma has begun distributing XPL rewards to @pendle_fi YT/LP holders as well. Actually, the announcement was in the previous Plasma expansion announcement of Pendle, but it wasn't reflected on the Pendle frontend until today. First, YT - Currently, sUSDe and syrupUSDT allow recovery of 100%+ of principal at maturity (= Underlying APY > Implied APY) - USDe principal recovery rate is 73% / sUSDai is 63%, both relatively high - syrupUSDT currently has no Drip points attached. Looking at the LP, even without the vePENDLE boost: - syrupUSDT offers 34.54% APY Claims can be made via the @merkl_xyz site, it states claims may be delayed by a day or two, but should be possible immediately. The reward amount is ‘$900K weekly’, it seems worth farming if done well. For USDe/sUSDe, you can farm Sats points cheaper than anywhere else. syrupUSDT doesn't have Drip points connected yet, but if they're applied retroactively, the yield should go up. USDai... well, I'm not sure about that one, but YT seems like it could be pretty more efficient than same pools on other chains

Momentum 제일 높은 티어 계정 @Edward__Park 님이 말아주는 모멘텀 한국인 전용 이벤트 밑에 인용된 게시물을 - Like + 리트윗 - 인용으로 리더보드 스샷 포스팅 - 구글폼 제출 (코같투님 포스팅 참고) 다른건 현재 Nodo Vault 와 Nemo YT 로 변경 아직 Nemo 는 제대로 포인트가 안쌓이는 것 같음 모멘텀 가보작우!

Falcon Yap2Fly Airdrop 예상 '만약, Mindshare + Miles 기준으로 나눠 준다면' 그리고, 에어드랍 할당이 0.2% (20M $FF) 라면 1등 Wiggin_Han 형님은 1.87M $FF 2등인 파구는 628K $FF 를 받게 됩니다. 만약 FDV $4B 를 가면, $0.4 이고, 그러면 위긴 형님은 약 75만불 저는 약 25만불 @r2Jamong 님은 234K 개, 9만3600불 @moonyu_myu 님은 219K 개, 8만7800불 @AirdropKor_eth 님은 213K 개, 8만5400불 @MOODOO_Diary 님은 208K 개, 8만3300불 @ehunny_lee 님은 197K 개, 7만9100불 @colu_farmer 님은 197K 개, 7만8900불 @jayplayco 님은 179K 개, 7만1800불 @Hope_web3_ 님은 179K 개, 7만1800불 @Gogogonum 님은 150K 개, 6만300불 @Hang_2s 님은150K 개, 6만300불 가... 가즈아아ㅏ! 다만 아직 9월은 4일이 남았습니다. Mindshare + Miles 뿐만 아니라, 등수도 어떻게 변할지 아무도 모른다는거 근데 사실... 상장은 29일인데, 이거 언제 마감인거지?!! 28일?!?! 근데 일단 $4B 를 가야 된다!

OK Jupiter announced to use 50% of its protocol fee for buyback Based on their Dune, monthly protocol fee is about $20M so half of it is $10M BUT On Feb 1st, 129.79M of $JUP will be unlocked, that's about $155M at $1.2 / $JUP and after that, 684.5K daily for the team, that's $24.6M per month at $1.2 / $JUP OK fee switch is a good news but the timing is somewhat arguable. For your information, $JUP Market Cap is above $2B

PerpDEX Revenue 를 이용한 Valuation 사실 모두가 OI 를 말하는데, OI 는 상황에 따른 변수가 너무 많은 지표임 그냥 레버리지 높으면 거래량에 비해 OI 가 낮을수도 있고, 시장 자체의 변동성에 따라서도 OI 의 상대적인 가치(?) 가 달라질 수 있다고 봄 하지만, 어쨋든 차트와 마찬가지로, 많은 사람들이 '그게 그렇지' 라고 하면 그렇게 되는 심리 지표 중 하나라고 봄 파구가 생각하는, '좀 더 현실적인' 지표는 프로토콜 수익, 즉 'Revenue' 임 현재 Hyperliquid 도 그렇지만, edgeX 의 경우도 '모든 수익으로 토큰 바이백' 을 천명한 바 있음 그렇다면, 수익과 토큰의 Marketcap 을 기준으로 비교를 해보면 어떨까?! Data 는 DeFiLlama 와 lighterlytics 에서 확보 여담이지만, 파구는 DeFiLlama 에 많은 데이터가 온보딩 되어 있는 프로젝트를 좋아함 사실, 이게 본질은 아니기도 하고, '프로덕트' 라는 본질이 뛰어나면 되는거기도 하지만, '이런것 조차' 제대로 안하는 프로젝트가, 본질에 대해서는 얼마나 잘 챙기겠느냐 하는게 기본적인 생각임. 차치하고, 비교해 봄 ✅Hyperliquid - 10월 Revenue $105M 기준 연환산 $1.26B - $HYPE Market Cap $13.29B - 현재 가격 기준 연간 9.5% 정도 바이백 가능 ✅edgeX - 10월 Revenue $38.2M 기준 연환산 $459M - Hyperliquid 와 비교시 Market Cap $4.8B - ?!??!?!?🔥🔥🔥 ✅Lighter Lighter 의 경우 기본적으로 Fee 가 없지만, Rate Limit 과 포인트를 위해 Fee 를 내는 Premium 계정을 일부가 한것만으로도 하루 $400K 이상 벌고 있음 이 기준 Market Cap 은 $1.59B 이지만, Lighter 의 형태상 직접 수익이 적은 모델이라 이 로직으로 비교는 불가함 ✅파구의 변 아무튼 그만큼 edgeX 의 기대감이 크다는 것을 알 수 있음 Market Cap 을 $4.8B 로 기대하면, FDV 는 못해도 $10B 이상... 포인트당 $342 이상... 뭐 모든게 Hopium 이고, BTC 꽂으면 제아무리 엣지할아버지라도 불가능한 수치고, 또한 지금같이 알트 안사는 장에, 과연 하리랑 이렇게 숫자놀음으로 비교하는것도 안맞을 테지만, 아무튼 희망회로 돌려보자면 그럼 @namdongX 님 26000포 있던데... @sikiri0 , @rQ2ryD1Edndy7WX 모두 부럽 #NFA #DYOR @edgeX_exchange

Pendle Stable Product Review Metgathread Terminology and background - Staking APY: The base APY for the product (if it's 0%, the APY for staking is shown separately) - Point Multiplier: The multiple of points compared to a regular holding. - GTS: Good Timing Score. An index that determines if it's a good time to buy YT. The higher the number, the better. - Reward APY: Airdrop expected APY, all the calculations are based at 20%. Please note that this is basically based on TGE at Maturity & airdrop reward at 20% APY, so there is a very high probability of performance change depending on the situation. Let me explain each one below. @falconfinance sUSDF @reservoir_xyz rUSD @OpenEden_X cUSDO @levelusd lvlUSD @0xCoinshift csUSDL @upshift_fi upUSDC @superformxyz SuperUSDC @etherealdex eUSDe @ResolvLabs USR (Base) #NFA @pendle_fi

Pendle Launched Resolv $USR YT Base Chain @pendle_fi has launched @ResolvLabs 's $USR YT on the @base Chain. There is a huge difference in efficiency. the reward rate for $wstUSR YT on the ETH network was 30x until 1/4 20x until 1/31 and 10x from 2/1 to maturity on 3/27. Base chain's $USR YT is 60x until 2/23 45x from 2/24 to maturity on 4/24. That's 2x to 1.5x reward rate Simply put, at the same price, it's a 6x difference in rewards compared to $wstUSR YT on the ETH network for Feb. The math is as follows 1. Pendle $wstUSR YT - 15% $wstUSR yield applied - Assumed Resolve reward to be 30% APR - ROI is 68% after covering principal amount on 3/27 maturity * It's calculated to earn 0 reward after maturity 2. @eulerfinance $USR leverage - Current Supply APY 7.88% / Borrow APY 25.71% - Total 27% ROI after deducting borrow interest 3. @MorphoLabs $USR leverage - Current Supply APY 10.11% / Borrow APY 11.29% - Total 38% ROI after deducting borrow interest 4. Pendle $USR YT (Base) - 156% ROI on 4/24 expiration Variables, - For Euler / Morpho, Supply / Borrow APY is always variable - Resolv TGE is known as Q1, so if TGE happens before 4/24, Season 2 efficiency will change (mostly decrease) However, the 60x is just too good to degen in. If we assume an APR of 80% for Resolv reward, as @murphys1d suggested, the corresponding YT ROI is 580%. #NFA I took out some of my Euler leverage and bought this YT. Note that you need to maximize multiple Boosts to resolve, so please see other articles on my channel to figure it out. The calculator is docs.google.com/spreadsheets…

Boyco site opened berachain.royco.org/ but it seems it doesn't work well. It says 'Your Positions: 4626 Vaults' but not sure what it means yet. Anyways, as @phtevenstrong predicted, @pendle_fi 's @berachain related YT prices rised $liquidBeraETH YT rose 20% from bottom $liquidBeraBTC YT rose 10% from bottom but it was actually dropped and recovered $sUSDe (Bera Concrete) rose 3.5% from bottom But I already bought at 30~40% higher point so... Please @SmokeyTheBera let's do TGE!

I was the 1st ranked @sophon node individual seller Now I ranked 11th on @zentry NEXUS' Sophon Community I'm aiming to be Top 3 at least lol Please click on like if you are a NEXUS user! #Zentry #Sophon #NEXUS

Zap easy on Zentry's NEXUS I've been Zapping on @zentry 's NEXUS, a socialfi platform like as Kaito but more specifically narrowed on each community. Anyways, the platform shows trending Twitter posts on the communities page but Zappers need to use up 15 Zaps in 10 hours for maximum efficiency, which is hard. Don't worry Just go to each project Communities page, then click 'Zap Posts' button. Then it filters exact tweets for zapping instantly, then all you need to is click 'LIKE' on all the posts. The filter is like '#Zentry OR @Zentry OR $ZENT OR Zentry' so you can acknowledge which keyword to include to be counted as NEXUS' Zappable post. Ronin's is #RONIN OR @Ronin_Network OR $RON Injective's is #injective OR @injective OR $injective OR injective (Seems this needs to be corrected, $INJ instead of $injective) OX.Fun's is #OX.FUN OR @OXFUNHQ OR $OX.FUN OR OX.FUN Sophon's is #sophon OR @sophon OR $sophon OR sophon (This one also needs to be corrected to $SOPH instead of $sophon) CuteAsianGirl's is #CAG OR @thetickeriscag OR $CAG OR CAG (This also needs to include CuteAsianGirl too)

Analyzing Some New Pendle Pools 1. Level Money - lvlUSD / slvlUSD @levelusd is a Liquid Restaking Stable project. It is a project that rewards interest earned by restaking deposited stables through lending protocols such as @aave + re-staking protocols such as @eigencloud /@Karak_Network /@symbioticfi , TVL has been tracked since Sep on @DefiLlama , and it started gaining over TVL in Oct and is currently at $56M. According to PitchBook, it has raised $3.6M from Dragon Fly, Balaji Srinibasan, and others. To earn interest on Level, you need to stake $lvlUSD to make it into $slvlUSD Only $10.8M, about 19% of TVL $56M, has been staked, so the APR is currently at 11.3%, On Jan 2nd, it went up to 101%. Besides $USDT / $USDC, you can earn points by depositing several other assets, including @usualmoney 's $USD0 / $USD0++, @ResolvLabs' $USR / $RLP, and @SkyEcosystem 's (formerly Maker) $USDS $USDT / $USDC to $lvlUSD gives you 10x, most other assets give you 1x, and the new @pendle_fi Pool gives you 40x. There are basically two ways to do this 1) Mint on Pendle - 10x → 40x to increase efficiency, which is by 4 times 2) Buy YT from Pendle Let's analyze the efficiency of this First, we need to estimate the TVL / FDV. It's a simple math, and there's a high chance that it's wrong due to the lack of examples, but for a minimum baseline - FDV from other protocols' TVL is about $340M - FDV from other protocols' funding amount is about $270M Add to that the current TVL based 5% airdrop / TGE at Pendle pool expiration of May 29th Expected APR is 98% (Ignoring existing points, calculated based on current TVL only. It's not unreasonable to assume it with 40x point multiplier efficiency, and it's actually better than existing depositors...) To put that in perspective, let's look at the Pendle pool efficiency, 2-1) lvlUSD - 464% ROI = 1861% APR excluding principal at maturity 2-2) slvlUSD - 548% ROI excluding principal at expiration = 2197% APR It's nasty tasty! Especially because it gives 40x, it seems that the price went up immediately However, in fact, there are many variables. - The trust in stablecoin projects has gone down a lot (because of Usual...) - Altcoin market is dead (although new ones are doing well) - Less investment than others - Eigen has had issues with AVS earnings, Karak/Symbiotic, etc. have been dragging TGE on for a very long time. Levels that rely on them may also fizzle out There's also point inflation, TGE delays, and other headwinds to consider. But for now, the current indicators look good and I think the biggest variable will be the movement of $BTC when it finally comes out. You can find my referral code and google sheet link for the calculation in the reply.

When will @convergeonchain launch? feat. @etherealdex , @Terminal_fi , @strata_money Actually, I don't know, but one thing I can expect is that it will be launched before Sep 25th at the latest. Ethereal had planned to launch its testnet in Feb, but it actually launched on Jun 20th, and Terminal was also scheduled to launch in Q2 according to its roadmap, but it hasn't opened yet. The Sep 25th is inferred with anticipation from the @pendle_fi Pool. Many of @ethena 's pools are set to mature on Sept 25th. - This is actually possible given the structure of Pendle Pool. Ethereal's new eUSDe pool also matures on Sept 25th. - Hmm, that could be possible. Terminal's three pools also mature on Sep 25th. - Hmm? This is a bit different because the launch of the pools were on Jul 9th, making it slightly shorter than usual. - For reference, the Ethena/Ethereal pools mentioned above started on May 13th. Strata is likely to start its Season 0 pre-deposit on the 22nd, and looking at the maturity dates of those pools might provide some additional clues. With the passage of the GENIUS Act, there is growing anticipation for institutional funds, particularly in stablecoins and payments. This is expected to accelerate the inflow of institutional funds, and there will undoubtedly be projects that benefit from this. Among them, Ethena and Converge's dApps are likely to be included. Ethereal will be used by Ethena, so there will be a baseline trading volume and open interest. Terminal is expected to perform well as it will play a role in liquidity hub of Converge. Strata is also expected to become a project that connects institutional funds and retail, which is “unfamiliar but fresh” to crypto enthusiasts. Reflecting such expectations, the YT Implied APY of Ethereal's eUSDe and Terminal's tUSDe is currently rising slightly. #DYOR but please do the research on Converge and its dApps!

Maybe Aethir will join Zentry NEXUS? The best way to get the most points on Zentry NEXUS is to buy $ZENT and Infuse (staking) it. I already did it On their homepage, @AethirCloud and @sophon are in an paged called Exchange, which appears to be a way for them to exchange tokens and airdrop each others' users. Sophon has joined this time, and I'm guessing Aethir, the first partner, will join as well. Then we can tweet and like each other some more! Sign up for NEXUS, post your tweet link on my reply, or tag me, and let's like each other. You can self-refer, but I'd appreciate it if you use my code nexus.zentry.com/invitecode/…

워메 파구 왜 Falcon Yap2Fly 1등이지 공식이 확 바뀌었는지, 기존 1등이었던 형님이 사라져 버렸네요 근데... 30위권 까지만 봐도 김치 파티인게 심상치가 않네요 1등 파구 2등 아난 @Anancoin09 4등 호프 @Hope_web3_ 5등 행 @Hang_2s 17등 잼민 @Gogogonum 18등 jayplayco @jayplayco 20등 코루 @colu_farmer 29등 riotboy @riotboy2024 30등 리자몽 @r2Jamong 37등 백호 @baeko_02 음... 먹여줄꺼지 안드레이 형?! (제발)

안녕하세요 형님들, Momentum 초보 얍퍼 파구 인사 오지게 박습니다 충성충성 @momentum @buidlpad official platform for $MMT Community Offering

And @pendle_fi has another LP-enabled product @AerodromeFi 's $VIRTUAL / $cbBTC LP This one has a website APR of 87.55%, which is a staggering 167% ROI / 474% APR at maturity Based on the recent price action of $Virtual, it's clear that even if you hedge, the impermanent losses could be even worse. However, if the price stays or even go up, then the expected profit is a lot greater In some ways, using YT during certain sideways movements in LPs can be very profitable, but there are risks similar to margin trading, so please study hard before trying it. #NFA

Converge Pre-Deposit also surpassed $1B @etherealdex $847M @Terminal_fi $151M @strata_money $25M I have Ethereal in @pendle_fi sENA YT / eUSDe YT Terminal in Pendle tUSDe LP&YT / tETH YT Strata in pUSDe for now. Once Strata opens a Pendle Pool, I plan to keep some YT in Keep YT mode and put the rest into LP. Check it on Dune dune.com/jonaso/convergeonch… Ethereal Pagu's Code deposit.ethereal.trade/point… Terminal Pagu's Code terminal.fi/?ref=UAEMQZID Strata staking pool (15% bonus) deposit.strata.money/?ref=OP… My preference is Strata since it's still a bit less crowded but I think it has big potential

Sophon is launching in May, meaning within 2 weeks. I have bunch of staking rewards, 40 Guardian nodes posted a lot about Sophon (but no reward given for some reason lol) @sophon

Pendle now opened $wBTC (Bera) and $LBTC (Bera) pools. I don't know why they're separated, since they're both from @Lombard_Finance through @ConcreteXYZ and will be utilized by them in same regard. Anyway, now there are 7 @pendle_fi + 1 @hourglasshq and @berachain related pools. The reward types are organized differently, I've summarized the current price and liquidity. If you don't currently hold the asset in question, I think they are all the same product, assuming you buy YT. Therefore, you can choose based on price (= multiples), and from that perspective, and $LBTC is currently the most favorable. In terms of reward, Bera is the same at 1x, - @babylonlabs_io & Lombard, and their reward multiples (2x for $liquidBeraBTC, 4x for other $BTC pools). - $sUSDe includes its own interest of around 10%. - @ethena / @Stake_Stone / @ether_fi and the others, @ConcreteXYZ @veda_labs as operators @KodiakFi @Dolomite_io @goldilocksmoney @beraborrow as dApps on Berachain The lower the liquidity, the worse the slippage, and decide whether to market buy or place a limit order based on the slippage vs gas cost. In addition, the PT fixed interest rate of $USDe / $sUSDe is 27%, so if you want a stable investment, this part is also good.

Ethena $USDe / $sUSDe Pendle Pool Efficiency Comparison There are currently a total of 9 @ethena stable pools on @pendle_fi . The problem is that they all have different maturities and Sats (Ethena Points) multipliers. As with the eUSDe situation, there have been times in the past where they've given away more points than just holding, which is why their TVL is $427M, or even more if they only do Mint. Anyway, you can get a quick idea of the efficiency by doing Bulk 1/Price x Sats Multiplier. One thing to consider here is that you're also leveraging the APY, which is currently around 9% for $sUSDe. Also, Ethena Season 3 runs until Mar 23 and Boros is expected to come out in Apr, so it's possible that the value could fluctuate much. I don't know what the right answer is, but I'm leaning towards $eUSDe in terms of expectations. Roughly speaking, $USDe / $sUSDe prices are 30-40% different for the same maturity, and the market seems to think that a 9% APY is worth 35% of Ethena airdrop. Therefore, Ethena's Season 3 airdrop market expected APY is about 25.7% #NFA

Hello @zentry Here's my suggestion on NEXUS All easy things 1. For Zentry, add just ZENT, a token ticker without dollar ($) sign. There are also many who do not use it 2. For @Ronin_Network , add Ronin without #@ (normal word) and RON without $ 3. For Injective, replace $injective to $INJ and add INJ 4. For OX.Fun, add $OX. Now it seems there's $OX.FUN but not sure how if it works correctly 5. For Sophon, replace $sophon to $SOPH 6. For CuteAsianGirl, add #CuteAsianGirl and CuteAsianGirl 7. and overall, it would be better if you add 'NEXUS' with 'and' filter on all communities, and give a bit of bonus or something if NEXUS is combined with other keywords. It will increase the expose of the platform more and more. I believe you will onboard more projects, maybe Aethir next time? and the platform itself is cool and well-made. If you think this post is helpful, please like and retweet or quote-tweet / reply with @zentry tag LFG NEXUS!

Earning High Yield with Stable (feat. @pendle_fi ) - Part 2. @etherealdex eUSDe PT Ethereal is a PerpDEX built by @ethena on the @convergeonchain Ethereal's eUSDe PT currently has a 7.323% APY and matures on Aug 14th. It can be used as collateral on @aave , @MorphoLabs , and on @eulerfinance with one-click leverage. Aave - Aave only accepts Ethena's PT assets as collateral - eUSDe PTs can be borrowed against USDe at 91.1% LTV with E-Mode enabled (5.17% Borrow APY) - Other stables such as USDC can also be borrowed too, but at a reduced LTV and similar or higher borrow yield - 353M USDe has been borrowed out of 525M, which is 67%, but Kinky Point is 90% so 67M still available - eUSDe PT → USDe leverage windmill can secure around 20% APR - Slippage included, gas fee not included - Borrow USDe, then go Ethereal to eUSDe conversion → go Pendle to eUSDe PT conversion, then back to Aave to deposit and repeat - Interestingly, you can get 2x Ethena Sats on Aave deposits even though it's PT (very small, but still something)

HyperWave hwHLP Pendle pool created TVL is still only around $105K, so be aware of high slippage @Hyperwavefi 's APY is 9.27% However, the Underlying APY listed on @pendle_fi is 30.58% - In the case of 9.27%: After purchasing YT, 58% of the principal is returned as interest at maturity. - In the case of 30.58%: After purchasing YT, 191% of the principal is returned as interest at maturity. * Both cases assume that the underlying APY remains unchanged. I'm not sure if 30.58% is an error or if HLP suddenly skyrocketed. However, even at 9.27%, considering Pendle YT's point boosting, you can still make a profit if you get an APY of around 10% at HyperWave TGE. * For your reference, HyperWave give 4x points on Pendle hwHLP YT/LP Starting from the 28th, other Hyperliquid dApps (@hyperbeat , @hyperlendx , @kinetiq_xyz , @felixprotocol ) will also have Pendle pools, so those who couldn't participate before might want to give it a try. In a bull market, Pendle YT could be a worthwhile approach. Especially if it's on HyperEVM, which has low gas fees and is hyped, it could be a good bet! HyperWave Pagu's code app.hyperwavefi.xyz/hyperfre…

What I'm farming now What you are doing 1. @grvt_io - PerpDEX, $14.3M invested by Hack VC and others - Founder from Goldman Sachs. Fast and well-made product. Expecting institutional funds to flow into Option/RWA etc. with Bermuda license. - Pagu burned a lot of fees in Epoch1, and now burns a little bit every week. - grvt.io/exchange/sign-up?ref… 2. @Lombard_Finance - BTC Liquid Restaking protocol with $17M investment from Polychain, YZi, etc. - TVL $1.7B, ranked #1 among BTC LRTs. EtherFi Season 1 please - Pagu is in Hourglass, locked up and farming. - lombard.finance/app/?referre… 3. @ResolvLabs - Stable protocol with Basis Trading (Funding Fee strategy) like Ethena. - No VC. It would be nice to get the halo of Hyperliquid, like creating some positions in Hyperliquid, but Hari is wilting these days... - TVL $626M - Pagu is farming with Pendle Base USR YT and Euler leverage - app.resolv.xyz/ref/gupa 4. @levelusd - Liquid Restaking Stable protocol with $3.6M in funding from Polychain, DragonFly, and others. - TVL continues to rise with recent partnerships and more. TVL $94M - Pagu is farming with Pendle YT - app.level.money/farm?referra… 5. @berachain - Description omitted. Deposited a lot here - Pagu is farming via pre-Boyco and @InfraredFinance 6. @sophon Farming - Pagu is currently only farming with stATH and stZENT, but will make some deposits due to the new USDC/USDT 3x reward pool. 7. @flipster_io - An exchange run by MM and VC PrestoLabs. - USDT base interest 15% plus up to 26% depending on what you do. - There is some controversy these days, but the current USDT farming is worth a try. - flipster.io/signin?referral_… 8. @etherealdex - PerpDEX is created by @ethena . - Since Ethena will use it directly, the volume will be supported, and expectations are high. - Pagu is farming with sENA YT and eUSDe YT - deposit.ethereal.trade/point… 9. others - @KaitoAI stKAITO staking (with faith and trust...) - @usualmoney USUALx hedging farming - @avalonfinance_ USDa - CARV / ATH Staking 10. Rewards pending - KiloEX, Kinza, Corn, Karak, INIT, Avantis, 0xVM, XProtocol, Kelp (Kerner), BOB, B2, Metastreet...

With current price of $LBTC (Bera) pool on @pendle_fi , if the reward APY is 30%, ROI of YT on the maturity is 185% (after covering the principal amount) As I think, with @berachain FDV $10B to $20B and 1% airdrop allocation to Boyco, Boyco TVL $1.5B to $2B ROI is 5% to 10% If TGE is Apr 10th, the same day of Pendle Bera pools' maturity, APR is about 20% to 40% If it's $BTC related pools, I believe @babylonlabs_io and @Lombard_Finance airdrop reward will be greater than at least 10% (personally bet way more but to be conservative) then already it's 30% but we also have many others as I mentioned in my previous tweet. It's a simple math so there could be a lot of variables to think more, but still I think these are good. What do you think of it @PendleIntern ?! #NFA

Converge Family Pendle Pool Comparison Although it has been a while, @convergeonchain 's @Terminal_fi has released three pools, tBTC/tETH/tUSDe, on @pendle_fi . All projects backed or led by @ethena on Converge are allocated airdrops to sENA, and a separate pre-deposit program is also being conducted. Currently, there are Ethereal and Terminal, so let's take a look at the efficiency of YT. Ethereal (deposit.ethereal.trade/point…) - 15% airdrop out of total supply has been allocated to sENA. The portion allocated to eUSDe has not yet been disclosed. - eUSDe's TVL has significantly decreased due to Ethereal's delayed launch, dropping from $1.24B to approximately $677M currently. - Even if only 5% is allocated, the efficiency of eUSDe YT compared to sENA YT is 2.65x at the current rate, and 3.99x at 10%. Terminal (terminal.fi/?ref=UAEMQZID) - 10% airdrop out of total supply has been allocated to sENA - Allocation for tBTC/tETH/tUSDe has not yet been disclosed - Based on tBTC YT, which is the most efficient in terms of dollar value, the efficiency is 28.96x compared to sENA when 5% is allocated, and 57.9x when 10% is allocated. * YT, especially for products that do not generate interest, is most advantageous when the multiplier is the largest in terms of dollar value, excluding the possibility of recovery in the middle. ** Although sENA is less efficient, it mines Ethena/Ethereal/Terminal/Strata simultaneously. @strata_money is also preparing pre-deposit campaign soon, as I know.

Pendle Plasma Parade Changes Compared to Existing Plasma Rewards - Rewards appear to have increased from 900K to 1.8M XPL, but since it's a 2-week period, total weekly amount remains 900K - Market Order Incentive introduced: Using Pendle's Limit/Scale Order grants XPL. Efficiency needs verification. - Dashboard Site launched: app.pendle.finance/plasma (Claims still processed via Merkl.xyz) - USDai / sUSDai pools are excluded from YT/LP Rewards (only Market Order Incentive applies) Currently, three more pools have been added to Plasma Pendle (fUSDT0, aUSDT0, PlasmaUSD). However, since USDai is excluded, syrupUSDT's underlying APY has actually increased. sUSDe rose initially, but LP liquidity flooded in, bringing it back down to its original level. Currently, fUSDT0, aUSDT0, PlasmaUSD, etc., have Underlying APYs significantly exceeding Implied APYs. However, as LPs enter these pools, a reversal could occur. Therefore, it's advisable to approach via LP for stability. @pendle_fi @Plasma @ethena_lubos

Bitcoin Bera Vault - @Lombard_Finance Link: lombard.finance/berachain/ Chain: ETH Deposit token: $wBTC / $LBTC Rewards: Lombard 4x / Babylon 1x / Bera 1x / Concrete 4x / Kodiak 1x / Dolomite 1x - Lombard 4x is same as its own vault deposit, and the rest other than Babylon / Bera would be better to think as just an additional tip. What is @ConcreteXYZ ? - Hashed / Tribe Capital lead $7.5M invested Liquidity Management protocol - Vault operation in collaboration with Lombard / @ethena at Berachain Lombard Vault currently has $130M Points to note - Deposits cannot be withdrawn until April 14, 2024 - No liquidity on the ETH network at this time, so no swaps are possible After the launch of @berachain , the deposited funds will be used to provide liquidity to various DeFi within Berachain via @roycoprotocol 's BOYCO. What is BOYCO?! - Royco's Berachain brand, which is an IAM (Incentivized Action Market) protocol - A protocol that fills each protocol with liquidity through Intent via incentivized bribes.

lol 1year lock-up + full cap massive Pendle usage lots of on-chain records active social activities = no allocation, at all Thanks @megaeth !!

Sophon will distribute $150K to Top 50 Yappers on Kaito From Mar 21st, Sophon will watch Kaito Sophon Leaderboard and reward $150K for Top 50 Yappers. Luckily I'm on Top 44 at the moment. Sophon is also on Zentry's Nexus with Injective, Ronin, CAG and so on. I also voted all my voting power on Sophon on Kaito Connect I'm the No.1 seller of Sophon Guardian node. I personally have bought lots of the nodes too. I farmed a lot on Sophon Farm and still farming with $stATH and $stZENT I made a bit bet on Sophon. LFG!!!

Pendle's long-term roadmap I participated in @pendle_fi 's Community Call recently, and @lordjorx summarized it, so here it is with some of my comments. 1. Citadle - Pendle wants to extend PT to be used with non-EVM chains like Solana, TON, etc. It is to increase utilization of the assets by using it as a collateral for lending protocols to borrow or leverage other assets. 2. Permissionless Pool - So far, Pendle has only launched self-curated pools, but they're looking to adopt a permissionless approach like @spectra_finance and @NapierFinance , where anyone can create their own pools. This is something that @MorphoLabs is also utilizing, but actually not everyone will be able to do it, only a select group of curators can. 3. Boros - As I mentioned before, Pendle is also working on Boros, a funding fee trading platform. Beta will launch in Mar and full launch in Apr. In fact, not only funding fee, but also Trad-fi interest rates such as LIBOR and Mortgage interest will be available for trading. 4. Islamic Finance - This is something I don't deeply understand, but there are some taboos on financial investment in Islamic law. 1) Riba prohibition: No interest (only profit/loss, equity investment, etc. are allowed) 2) Gharar/Maysir prohibition: investing in uncertainty (Gharar) / gambling (Gambling) is prohibited 3) No investments in alcohol, pork, pornography, etc. 4) Zakat: need to donate some percentage of net worth every year Investments that comply with these and other rules are referred to as Shariah-compliant financing. Types of Shariah-compliant financing includes Murabaha: Cost-plus financing, where the financier purchases goods and sells them to the customer on a deferred payment basis at a profit. Ijarah: Similar to leasing, in which a financier purchases an asset and leases it to a customer. Sukuk: Often referred to as Islamic bonds, these are certificates representing partial ownership of an asset, with the investor receiving a share of the profits. Pendle's intention is to bring in Islamic funds in compliance with these. Islamic finance is complicated. But at least it's THE Middle Eastern oil money! Who would not want it!

Falcon 에 진심인편 총합 약 4B Miles 근데 그래봤자 Miles 리더보드에서는 34위 수준 고래 형님들 넘 많다... 파구의 Miles 는 YT 로 쌓아올린 모래성... sUSDf Pendle YT 만기가 두려워진다! 그래도 그나마 함께할 수 있는 우리 김치 동지들이 있어서 든든국밥

Meanwhile, my Yaps exceeded 100 already Thanks @SmokeyTheBera @captainjack !! As a @berachain lover, I couldn't make it without you two guys! I hope $BERA FDV to be over $30B!! Yo, we should pass over $HYPE at least, ain't it?!

Farm 60% more @etherealdex points on @pendle_fi @ethena passed the macho test yesterday, proving its stability and robustness with 0 harm from Bybit hack incident. Ethereal is the PerpDEX created by Ethena with $168M $USDe has already been deposited in 9 days And yesterday, Pendle launched an $eUSDe pool If you are depositing $USDe in Ethereal, you should 'unconditionally' deposit the $eUSDe that you received on Pendle as well. This is because 1x Ethereal Points + 30x Ethena Points for deposits on the Ethereal homepage while Pendle offers 1.6x Ethereal Points + 50x Ethena Points for additional deposits. You can either, Mint PT&YT Buy YT Put LP This way, you can farm points on Ethereal and Ethena with 60%+ efficiency than before. Ethereal has a referral program. You can self-refer, but we'd be grateful if you could use mine deposit.ethereal.trade/point…

seems hwHLP of @Hyperwavefi on @pendle_fi got some fun YT holders got almost 3x reward in just one shot 1D Underlying APY pumped to 90Q quadrillion lol

Falcon's USDf exceeded $1.6B! What an impressive growth rate! @falconfinance

Sophon Node Status 20 @sophon node earned 12K $SOPH Wen Moon?!

Pendle x Plasma seems pretty decent... 1. Plasma rewards Pendle, for LP, rewards are based on SY token count, while YT receives the rewards ‘more than expected’ 2. I bought 2.7M YT for $130K and just doomed, so now it worths $85K... Even if you buy it now with $130K, you'd get 3.3M YT, at a lot cheaper price than what I bought... 3. The syrupUSDT reward on Pendle is worth about $906 / The Merkl XPL reward is worth about $1.4K Hmm... I bought it at 3 AM on the 4th, so this... seems pretty good. @pendle_fi

Ethereum Berachain Vault - @Stake_Stone Link: app.stakestone.io/u/vault/de… Chain: ETH Deposit tokens: $ETH, $STONE, $wETH Reward: Stakestone (Bera-Wave point) 1.05% of TTL supply / Boyco 0.45% of TTL supply / Bera / Kodiak 1x / Dolomite 1x - In the case of Boyco, it's not Boyco points but additional Bera-Wave points Stakestone vault now has $245M Points to note - Similarly, Redeem will not be available until after Boyco ends. - However, there is a supply of $bearSTONE - $ETH LPs on @Uniswap , so it is possible to escape via swap. - @Lombard_Finance has 4 audits, @ethena has 5 audits, but Stakestone has only one audit, SlowMist Outliers - 5x-6x Bera-Wave Points for Uniswap LP supply - 6x for +-0.1% LP supply, 5x for larger range Deposited funds are utilized to @KodiakFi and @Dolomite_io through Boyco. What is Kodiak? - Berachain's Centralized Liquidity DEX - For reference, Berachain has its own DEX, BEX, which is not a centralized liquidity DEX, but a structure that allows you to put up to 8 tokens in a pool, so it claims that Kodiak and BEX are not direct competitors (BEX is Balancer V3?!) What is Dolomite? - Lending & Option protocol started by @arbitrum

Bera Boyco's All Vault listed Google Sheet On 'Boyco Reward' tab, I organized by the qty of main rewards (excluding $BERA) and their distribution ratio per dollar based on the current TVL Additional rewards are also added. Based on this, on 'Boyco Pivot Table' tab, I've also created a pivot table for @KodiakFi , @beraborrow , and @Dolomite_io to help you see at a glance which vaults have the highest payouts per dollar. You can go to File → Make A Copy, then adjust it to other points you want Sheet Link docs.google.com/spreadsheets… A few warnings 1. some assets are transformed into other assets ( $USDC -> $HONEY / $NECT, etc.). No explanation of the impact of this 2. In the case of LP, if there is an asset that is transformed, there may be a loss by realizing IL and creating LP again, but there is no explanation for this. - Especially for volatile asset (wBTC-wETH) LPs, losses due to IL may be severe. 3. Some LPs are deposited as Uni V2 (CPAMM) LPs but converted to automatically managed centralized liquidity (CLAMM) LP. However, there is no explanation for the loss of centralized liquidity after IL realization through automated management. 4. APY on Major Bucket is already dropping below 20% (Single-side or Stableswap). In the meantime, @SmokeyTheBera hypnotizing himself saying “there will be a lot more to come!" 5. 3rd Party / Hybrid seems to have a high APY because External Vault TVL is not yet applied. Expect to be sliced at least 20~100 times lower after migration Please note that the reward distribution rate other than Bera may also be able to be decreased by 100 times when External Vault is migrated.

RESOLV spiked $100B FDV for a while and now $46B LFG!! To Da Moooooon!!!!!!!!!!!!!!!!!!!

Let's Do This in a Bear Market (feat. @sophon ) @zentry 's NEXUS, a Kaito-like protocol which @r2Jamong introduced Allows users to earn points for twteeting and interacting, likes. The project is currently live on Zentry Ronin Injective OX.Fun Sophon CuteAsianGirl(?) is present I'm not really interested in anything else, but we have Sophon, so let's look at it The Storyteller - Write on Twitter. Write about Sophon, and earn points when Wather reads, likes/retweets/quotes, etc. The Watcher - Earn points by liking (called Zaps). For Sophon, you'll earn more points for linking wallets and for the number of nodes in those wallets. Referrals. nexus.zentry.com/invitecode/… <- 10% bonus (to Pagu) nexus.zentry.com/invitecode/… <- 5% bonus (to Pagu) You can use either self-referral or use my code And if other people write about Sophon, you can click LIKE them. However, I'm not sure if it's accurate yet, but it seems to only accumulate points for Storytellers who have signed up for NEXUS. Sign up on NEXUS with the wallets you have Sophon nodes, and please LIKE this post! Thanks!

I got Title Deed from Momentum Go check yours! @MMTFinance

ve33 DEX 의 토큰 가격과 TVL 의 상관성 Momentum 의 TGE 이후 향방을 가늠해 보기 위해 기존에 유명했던 ve33 DEX 중 아직 선전하고 있는 친구들의 토큰 가격과 TVL 상관성을 검토해 보았습니다. Base 의 Aerodrome $AERO OP 의 Velodrome $VELO Sonic 의 Shadow $SHADOW Linea 의 Etherex $REX Avalanche 의 Blackhole $BLACK 모두가 그런것은 아니지만, 대부분 TVL 과 유사한 흐름을 보입니다 이건 ve33 DEX 의 필연적인 운명이기도 한데, 기본적으로 토큰 런칭 후에는 Swap Fee를 LP 가 먹지 않고,토큰 스테이커(Voting) 들이 먹게 되며, 이에 따라 스테이킹이 늘어나고, 그에 따라 토큰 가격이 올라가며, LP 예치자들은 그 토큰을 Reward 로 받기 때문에, APR 이 높아져서 더욱 더 많은 예치를 하는 Flywheel 구조이기 때문입니다. Momentum 은 Aerodome 만 제외하고 여타 ve3,3 보다도 높은 TVL 을 가지는데, Token Reward 를 제외하고도 높은 APR 을 보이고 있기에, $MMT 런칭 이후 리워드에 따라 TVL 이 더 상승할 여지가 있다고 봅니다. 그러면 토큰 가격 상승 또한 따라오는 구조라고 생각되구요 에어드랍과 투자에 따른 초반 토큰 가격 관리가 중요한 포인트 일 것으로 생각되나, Buidlpad 세일로 인해 CEX 상장 후 유동성을 확보한다면, 충분히 긍정적 가능성이 있지 않을까요?! 보통 가장 중요한 것은 스테이블 페어 APR 입니다. 10% 가 넘으면 준수 15% 가 넘으면 꽤 괜춘 20% 가 넘으면 Ape in ve33 DEX 는 TGE 부터가 시작입니다. 가보작우! @MMTFinance @buidlpad

What the Heck is Binance doing?! Among Simple Earn options, Flexible Earn is a product that allows deposits and withdrawals anytime. But... when depositing over $50,000, something weird pops up: ‘Your supply order qualifies for a x.xx% APR!’ It's even a 30-day lockup, yet the lockup text is written in tiny print. Seriously, I can get 12% on USDC. Who in their right mind would lock up their money for 30 days to get 3.58%?! The problem is they've set this to ‘auto-activate,’ and the warning text is written in tiny, tiny print. Seriously... are they kidding? Did they use this to fund the 4% Fixed Loan?! They say the same thing about USDT. This is f*cking ridiculous. They lock it up for 30 days with this bullshit. @binance @cz_binance @BinanceHelpDesk

Falcon FUD 1. The author of the Tweet is a Streamfi fund operator 2. The main point is that the Falcon's stable, USDf, was issued with ‘illiquid’ assets as collateral, while the information for collateral was not transparent. According to Llamarisk's analysis - Falcon's mismanagement could lead to a collateral shortage if damages are incurred - USDf can also be issued using altcoin collateral such as DOLO, and minting can be larger than the market cap of it. - Detailed collateral composition dashboard is missing - Oracle for collateral is not specified, exposing to attacks such as oracle manipulation - Risk of using external DeFi (collateral losses if those DeFi collapses) - Lack of yield source transparency - Lack of explanation of arbitrage strategy - Insurance Fund is mentioned but not open to public - Innovative Minting is like buying and selling call options, but the exact process is not specified, so centralization issue - No unstaking period, so MEV attack possible when reward (currently Miles) is distributed (seems to be one) Pagu's Opinion Most of them are valid 'risks', but I think it's upto whether or not to trust DWF. Especially the lack of explanation of the Arbitrage strategy, and the issue of the Innovative Minting process centralization, um... I think it's a bit non-sense. Regarding the unstaking period, if it accumulates based on time weighted on the server, there shouldn't be a problem in terms of points. Mismanagement is also the case for all other projects. I hope Falcon can fill in the rest of the information gaps for collateral composition ,oracle transparency and deposit status of external DeFi assets other than Arbitrage mentioned in the report though It's a reasonable 'risk', but it's a 'possibility', so keep an eye on the situation and make a judgment wisely. By the way 0xlaw, who posted the tweet, is also an on-chain fund manager who's in a competing position. Usually, this kinda FUD from competitors are a good signal that the project is growing well, since the FUD usually comes from zealousness @ag_dwf @falconfinance

파구는 왜 Falcon 에 진심펀치를 날리는가?! 처음에는 Falcon 에 대해 안좋은 인상을 가졌었습니다. 솔직히 DWF 에 대한 평판은 좋지 않은게 사실이었고, (실력은 확실하지만), 음지와 양지의 경계에서 활동하며 많은 의혹이 있었던 MM 업체가 한다는 프로젝트에 대해서 반감이 들 수 밖에 없었죠 또한 그 프로젝트가, 이미 시장에 만연해 있는 Basis Trading 을 이용한 스테이블 코인이라는 점에 별다른 Edge 가 없을거라 지레짐작했었습니다. 그래도 Pendle YT 충인 파구는, 3월 2일에 테스트로 $100 3월 8일에 $4100 의 YT 를 매수 했습니다. 그때는 Pendle 상품에 Point 를 준다는 말도 없었고, Dashboard 에 표기도 되지 않았었지만, Pendle 의 구조상 포인트를 주지 않을 수 없다 라는 부분과 '찍먹 해보자' 라는 생각으로 매수를 했죠. 그렇게 약간 또 관심을 주지 않고 있다가, '그래 KOL 로써 리뷰라도 해봐야 겠다' 라는 생각으로 포스팅을 위해 리서치를 하기 시작했고, 이후 4월 17일에 아래와 같은 포스팅을 올렸습니다. nitter.app/NewPaguinfo/status/191… Falcon 은 알아가면 알수록 매력적인 포인트가 많았습니다. - 백서상 보여준 23~25년간의 전략 수익율 90% - Basis Trading 뿐만 아니라, Positive Funding Fee Strategy, Arbitrage, OTC 등 DWF 가 지금껏 쌓아온 경험치를 바탕으로 세운 전략들 - 이미 $125M 이나 모았던 Private LP - Pendle 부터 시작해서 빠르게 확장하는 DeFi Alliance 특히 Bitfinex 에 상장하는 것과, 타 프로젝트들에 비해 높은 APY 를 유지하는 것을 보며 호감도가 높아졌고, 진심펀치를 날려야 겠다고 생각했습니다. 첫 진심펀치는 Bunni 의 USDf-USDT LP Bunni 는 - 40x Miles 로 당시 어떤 항목보다 높은 Miles 멀티플라이어 - '유휴 자원 스테이킹' 을 사용하여, 남는 USDT 는 Aave 에 예치 / 남는 USDf 는 sUSDf 로 스테이킹 하여, 7% 정도의 APY 를 가짐 으로 매우 효율적인 파밍이 가능했죠. (해당 풀은 아니지만, Bunni 는 나중에 해킹당했지만서도...) 이후 7월 7일에는, 'YT 에 Miles 포인트 소급적용' 이라는 내용이 Discord 를 통해 확정 되었고 nitter.app/NewPaguinfo/status/194… 파구는 'YT 를 추가매수' 했습니다 그리고 바로 다음날 7월 8일에는, 감사하게도 Falcon 팀에서 먼저 연락이 와서 Flyer 라는 Ambassador 제의를 받았죠 nitter.app/NewPaguinfo/status/194… 그때부터 13.5% 파구퍼럴을 제공할 수 있게 되었습니다. 그런데 역시나 파반꿀 이었는지, 7월9일에는 FUD 와 함께 10% 이상 Depegging 이 났었습니다. 하지만 KYC 만 하면 모두가 Redeem 할 수 있는 구조와, 견조한 Backing Asset 덕분에, 바로 Pegging 을 회복했고, 이로 인해 오히려 Falcon 에 대한 신뢰가 더 강화되었죠 이후에는 Pendle 풀과 함께 성장가도를 달려 TVL 이 급속도로 상승하기 시작했고, Fully On-Chain Treasury 로 투명성을 더했으며 nitter.app/FalconStable/status/19… 7월 29일에는 $1B 를 달성 했습니다 nitter.app/FalconStable/status/19… 7월 31일에 Badge 도입 nitter.app/NewPaguinfo/status/195… 8월 5일에는 Yap2Fly 를 도입하여 nitter.app/FalconStable/status/19… 그냥 넣어놓고 이자만 받는것이 아닌, 유저들이 즐길 수 있는 무언가를 계속 던져줌으로써 하나의 문화를 만들어 주었습니다. 그에 따라 얍핑을 안하는 파구조차 이렇게 열심히 트위터를 하게 만들었고, 파구는 Yap2Fly 8월 2위 마감, 9월에도 아직 2위를 지키고 있네요 1등의 @Wiggin_Han 형님은 넘사지만, 그래도 열심히 2위자리라도 지키기 위해 노력하고 있고 아직까지는 잘 지켜내고 있기에 다행이며 감사하고 있습니다. 8월 17일에 파구가 Falcon 의 에어드랍 ROI 에 대해 예상해 본 것이 있습니다. nitter.app/NewPaguinfo/status/195… 그때는 Falcon 의 FDV 가 계산상 $4.95B 현재는 $5.64B 가 나옵니다. 만약 Falcon 이 15% 를 에어드랍 한다고 하면, 평균 ROI 55% Pendle 을 통하거나, LP 를 만들었다면 최소 4배 = 200% 에 달하는 ROI 를 기대할 수 있다고 봅니다. APY 가 아닌 ROI!! 가보즈아!!! 파구와 함께하실 분이라면 파구퍼럴 (13.5% 보너스) app.falcon.finance?r=dec06f3…

Let's Break Down Falcon's $FF Tokenomics First, Total Supply is 10B They combined airdrop and launchpad allocations to set it at 8.3%, Buidlpad sales were $4M Based on an FDV of $400M, that's 1% The remaining 7.3% is allocated for the TGE airdrop Future Airdrops are allocated as 35% under ‘Ecosystem’ with ‘including future airdrops’ comment, so we'll assume the above breakdown. Typically, these are set to round to whole numbers. The reason for the decimal is likely that 0.3% is for a special-purpose airdrop 'Probably Yap2Fly'. Even at 0.2%, based on FDV $400M, that's $800K. Distributed to 200 people, averaging $4K per person. At FDV $1B, it would be $10K. If there's a tiered distribution... well... thank you. Second place should get at least around $50K, right? Now, moving on to the main airdrop: 7%. ... Hmm, it's actually quite stingy. At an FDV of $4B, the average ROI based on current TVL is 15.6%. That's $65.1 per 1M points. For reference, the points from 1st to 100th place total 2.45B. #1295 has 131M Miles, so linearly (conservatively) that's 2.34T. 0 points is #31163, so by that standard, it's a total of 4.3T Miles. Hmm... In many ways, it needs to go over at least $4B for the numbers to add up @falconfinance @buidlpad

Got this from @falconfinance Thanks! Bullish more!! LFG!!!

Momentum 은 DEX 인가? 맞습니다 하지만 DEX 인것만은 아니다! @DGT_Gold 님이 MomentumX 를 언급해 주셔서 Docs 를 봤는데, 하나씩 살펴보자면, [MomentumX] 이거저거 복잡한데, 간단히 RWA 를 위한 기관급 거래 레이어 입니다 Seal 을 통해서 Walrus 의 Data Layer 에서 암호화된 신원정보의 일부만 복호화 하여, 자산의 규제준수 여부를 검토하고, 거래를 지원합니다. x.com/MMTFinance/status/1961… [Token Generation Lab] 토큰 런치패드 입니다. 눈여겨 볼 점은 - veMMT 홀더만 참여 가능 (에어드랍 & 토큰세일) - CEX 상장 지원 - 유동성 공급 지원 - SUI 재단 및 투자사 연결 등을 내세우고 있습니다. 그동안 SUI 에는 밈이나 블루칩 토큰이 많지 않았는데, 런치패드와 유동성 지원의 부족, 그리고 SUI 체인의 환경적인 부분에서, 재단의 가호 없이는 크기 어렵다는 점이 문제가 아니었나 싶은데, 이런 문제를 TGL, Token Generation Lab 이 일정부분 해소시켜 주지 않을까 싶습니다. 그러면서도 veMMT 홀더들에게 혜택을 준다는 점이 매력적인 부분입니다. Amber, Selini, GSR 이 Market Maker 로 연결되어 있는데, $MMT MM 은 쟤네구나... [그외] - Vault: 자동 유동성 관리 - xSUI: LST 등의 상품도 존재합니다. 사실 ve3,3 만이라면, DEX 의 스왑 외에 기능이 부족하여 Aerodrome 과 같은 특수한 상황이 아니고는 Sustainability 를 가져가기 어려운게 맞습니다만, 여러 방면에서 로드맵을 가지고 있는 Momentum 은 TGE 이후도 기대가 됩니다. @MMTFinance @buidlpad 특히, 그 시작을 Buidlpad 세일로 한다는 것이 그 매력을 배가시켜주는게 아닌요

Recommended Pendle stable YTs 1. @falconfinance sUSDf YT - Principal recovery rate at maturity: 78% - Falcon Miles 36x * Price-based multiplier effect 51.1x = 1839x - Since it's based on 12% of the principal, the final effect is 8524x. - Pagu's Falcon Code (you get 10.5% bonus): app.falcon.finance/?r=0f55a3… 2. @re reUSDe YT - Principal recovery rate at maturity: 108% - Re point 1.3x * price multiplier 17.7x = 23.01x - Since it earns more than the principal, the final effect cannot be calculated (which is a good thing) * However, KYC is required to earn points - Pagu's Re Code: app.re.xyz/?ref=0jq3m 3. Re.xyz reUSD YT - Principal recovery rate at maturity: 129% - Re point 1.3x * price multiplier 25.63x = 33.32x - Since it earns more than the principal, the final effect cannot be calculated (which is a good thing). * However, KYC is required to earn points. 4. @MidasRWA mEDGE YT - Principal recovery rate at maturity: 151% - Price multiplier effect 36.97x *However, there are currently no points. It is unclear whether it does TGE. If do, it may distribute it to depositors. 5. Midas mMEV YT - Principal recovery rate at maturity 147% - Price multiplier effect 37.85x * Not sure about TGE All results are based on the assumption that the current underlying APY continues Please note that in a bear market, Basis Trading and DeFi yields tend to decrease, causing the underlying APY of these products to fall. There are also USDS-SPK / fGHO, but they have already undergone TGE, so they have been excluded. upUSDC / sDOLA / sUSN also exist, but they are not expected to perform well, so they have been excluded. However, I aped in uptBTC YT... And in the non-stable category, I am most looking forward to @kinetiq_xyz 's kHYPE. I only bought a little of YT, but I plan to buy more while watching the price. I will also post about @pendle_fi LP later on

Hello @NetworkNoya and @OptimisticOmni It's great to see Morpho USD Looping vault APY to be above 14%!! But it seems my fund stays still even with that much of APY. Please check on it It would like to enjoy as a honey licking Noyan

Got my Limitless allocation on Kaito Launchpad Thanks @trylimitless @KaitoAI

Resolv Point Value Estimation Update @ResolvLabs leaderboard is fixed Now the total points are 4.22T Based on calculation assumptions - Mar 1st Leaderboard Points 2.5T + Untracked Points 263B + Retro Boost Points 250B + 26B = 3.04T - Mar 24th Current Leaderboard Points 4.22T + 437B Untracked Points + 276B Retro Boost Points = 4.93T - 3/1-3/24 points 1.72T = 0.075T per day TGE on 4/23 (assuming 30 days from now) - 2.25T additional points + 233B untracked points - Final Points 7.4T Comparison to Ethena / Usual - FDV around $3.8B (please) However, it is said that the Legion Sale is at FDV $100M, then a rough estimate of FDV $300M is reasonable and $500M if the market is really good Anyway, if we still run the hopium, FDV $750M and 10% airdrop that's about $10 per 1M points. 98.7% chance of being wrong because it's all based on rough assumptions.

I personally bought more @falconfinance sUSDf YT on Pendle and moved my USDF-USDT LP on Bunni to Pendle Here's why I already have more than $10K worth of sUSDf YT on @pendle_fi So I just bought about $8K more of it Please check below YT analysis for the reason and had $400K of LP on Bunni moved all to Pendle The reason is, Bunni LP - 40x Miles per $ - 7% APY Pendle LP - 36x Mile per $ - 12% APY Points differ 10% APY differ 70% If Falcon's airdrop is more than like 30~40%, than Bunni might win, but I already have bunch of YT so I just wanted to be more stable so I chose Pendle

Juicy Hedging Farm worth to try 1. @InfraredFinance $iBGT - Hedging $BERA at Binance Short - Current Funding Fee 76% / year / Dolomite loan interest rate 62% - Infrared $iBGT 105% - Approx. 30% APR via short hedging, but the short funding fee is higher on a moment-to-moment basis, and more margin is required if the price goes up. - Approximately 20% APR on a lending basis (based on 200% collateral). The probability that the lending rate will increase more rapidly than this is lower than the funding fee. In the case of $iBGT, the premium is currently around 37%, but it was initially formed at 50% and is expected to be higher when BERA POL launches, so it is worth betting even if the APR is not very high.

One more Falcon Badge to Go I will be able to collect the last one badge of Falcon Finance in a week LFG Let's Falcon Go! @falconfinance

Yeah, I'm a real @pendle_fi -lover (or YT ape)

코인으로 일년에 180억 벌기 쉽습니다 하루에 @edgeX_exchange 1포인트 = $700 = 100만원씩만 벌면 됩니다 100만원 x 30일 = 3000만원 3000만원 x 52주 = 15억 6000만원 15억 6000만원 x 12개월 = 187억 2000만원! 참 쉽죠?! 50억에서 매실남님 기준으로 수정

Crazy game changer using Pendle LP as collateral @SiloFinance accepts @pendle_fi LP as collateral to borrow other tokens This is a game changer that others never have tried LP-sUSDe (Matures 9/25) - LP APR Base 6.33% / Max (Boost) 8.8% - USDC Borrow APY 0.3% - LTV 90% - Remaining TVL $1.9M - Kinky Point 90%. $1.7M remaining - 10 windmills (6.5x leverage) APR is 39% based on current rates - With Silppage / Without Gas Fee Uses a custom oracle to check the number of sUSDe in the LP based on @chainlink 's sUSDe/USD Fee Silo has been hacked in the past, but is currently operating compliantly with a TVL of $336M. Link v2.silo.finance/markets?sear…

Zentry NEXUS Update Zentry's NEXUS, an AttentionFi similar to Kaito, has been updated. Updates include 1. Community Page - It was originally difficult to see at a glance, but it has been changed to be able to see it at once like a photo. 2. Highlights section - You used to have to keep scrolling down to see all the tweets, but now you can see just a few and click to enter. 3. New project added - @DoodiPals , BNB's AiAgent meme token, has been added. 4. Website shows up without logging in - Originally, you had to sign up and log in to see the content, but it has been changed to be visible even without logging in. If you have a Sophon node, you can click a few minutes a day to watch for additional airdrops, so there's no reason not to, especially if you don't have a big budget. If you would like to use NEXUS, please use my code nexus.zentry.com/invitecode/… Sophon Injective Ronin CAG Doodipals @OXFUNHQ

Today is Falcon $FF listing day! Congratulations to all my Falcon fellows Hope we all can happily smile at the end of the day! @Wiggin_Han @ViNc2453 @kenodnb @mi_zielono @0xcheeezzyyyy @PendleIntern @SiloIntern @Slappjakke @trader_alvin @coinfoin_ @wals_eth @andrewmoh @TheDeFinvestor @usoppu @phtevenstrong sorry if missed anyone LFG!

Stable Berachain Vault - @ethena Link: ethena.concrete.xyz/ Chain: ETH Deposit token: $USDe, $sUSDe Rewards: Sats (USDe 30x / sUSDe 5x) / Concrete 4x / Bera 1x / Kodiak 1x / Dolomite 1x Ethena Vault currently has $6.7M Please note - The page description says they also accept $USDT and $USDC, but there is no option to choose yet. - Similarly, withdrawals will be available 1-3 months after the @berachain launch. - CT tokens will be distributed later and swappable via Concrete in the future (LPs likely to be created) Bera-Ethena vault has a very low TVL increase compared to its reputation and liquidity. This is because, 1. opened on Concrete's homepage, not Ethena's homepage (Stakestone and Lombard open on their respective homepages) 2. the homepage looks not fancy 3. $USDT / $USDC direct deposits are not available yet In the case of $sUSDe, if you are willing to hold it for a long time, it may be a little more attractive because holding bare $sUSDe give 3x Sats while Bera-Ethena vault gives 5x Sats

Bought $ZENT with conviction from the NEXUS that Zentry created Seems it will be one other pillar of InfoFi and will lift $ZENT in some way for sure. But wait... why it's already -11% ?! LFG! Soon it will be +110% !!!

I didn't know it was even distribution of 50K USDf to all those who were in 1-50 rank lol Anyways, thanks for the reward! I'll also look forward for the 'Special Reward'!

Falcon $4B @falconfinance

Current Pagu's Farming Activities 1. @falconfinance - Stablecoin project - The most fund deployed - Participating in Pendle sUSDf, USDF, yvBal-GHO-USDf YT/LP, etc. - Total points approx. 1.5B (53rd place on leaderboard) - Pagu's Code (7.5% bonus): app.falcon.finance?r=66ba1e3…

여기 Momentum 에 대한 FUD 를 쓰시는 분이 있습니다 4배를 예상하는 Myhobby_YT 님의 글인데, 4배라니? 4배?! 우리가 지금 고작 4배 먹자고 이렇게 노력을 한다고?! SUI 생태계로만 비교해 보자면, 일단 '현재 FDV/TVL 비교' 보다 'TGE 시점의 FDV/TVL' 을 비교해 보아야 하지 않을까 싶네요 자 현재 SUI 상위 프로젝트들의 TGE 때의 FDV/TVL 입니다 평균 4.26이고, 이를 Momentum 의 현재 TVL 인 $484M 에 대입하면, $2.065B 이 나옵니다! 물론 이게 유지된다라는 뜻은 아닙니다만, 충분히 이렇게 갈 수있고, $250M FDV 기준이면 8배 이상인 거죠 4배는 FUD 입니다 Buidlpad 의 Momentum 커뮤니티 오퍼링 기대 수익은 최소 8배로 갑시다! (제발) @MMTFinance @buidlpad

Noya got hacked they got audits from @hackenai and @code4rena and saying they were using Custodia / Hacken Extractor for monitoring so disappointed They even recently started @KaitoAI campaign WTH is going on?!

Based on @whoiskevin , 6th ranker on @_kaitoai 's @berachain leaderboard, Berachain allocated 2% of Total supply for Boyco And the APY on Boyco is based on $2B FDV nitter.app/whoiskevin/status/1884… According to Berchain Boyco @Dune , the pre-pre-Boyco Vault TVL is $2.14B and, $27M on the Boyco website. Total $2.4B, let's do the math 10% APR if the TGE/airdrop is at the end of Feb 7% at the end of March 5% at the end of April at the end of April. However, we still have a hope circuit. If we compare the top 10 L1/L2 chains by TVL excluding Base, which has no coin/token, FDV/TVL is about 10x, So based on the Berachain's current TVL $2.4B, expected FDV is $24B !!! Even with 2% of airdrop at the end of April, it will be 50% APR!!! If we go conservative and use $10B FDV and airdrop an end of Mar, we get our target of 33% APR. However, airdrop rate will be variable for each according to the management by @veda_labs @ConcreteXYZ and so on, based on which vault you're in. Next, let's check the current efficiency of @pendle_fi YT at 33% APR based.

변센세가 말아주는 스테이블 플레이 요즘같이 장이 안좋을때는, 변센세가 올린 바와 같이 원금을 스테이블로 보유하고 이에 대한 이자를 받거나, 에어드랍을 노리는 플레이가 맞는것 같습니다 스테이블이 아니라면, 아무리 이자를 받거나 에어드랍을 받아도, 원금이 그보다 더많이 손실인 경우가 다반사 이거든요 여러 플레이 가운데 Momentum 이 단기적으로 가장 기대되는 곳이라고 생각합니다. 그 이유는, 1. 짧은 수익 리턴 - Buidlpad Sale 도 뜬 상황이고, 10월 25일에 스냅샷을 찍는 것으로 보아 적어도 11월에는 TGE 할 것으로 예상됨 2. 안정적인 프로젝트 - Momentum 은 현재 TVL $458M 로, SUI 전체 DeFi 중 3등, DEX 로는 1등 이며 - Jump Crypto, Coinbase Ventures, Circle 등으로부터 $10M 을 투자 받았으며 - SUI 재단으로부터 xSUI 리워드를 받는 등 여러곳의 가호를 받고 있음 3. 신의 가호 - Momentum 은 한국의 두 신 @Edward__Park @ROKMCFIREANT 의 가호를 받고 있음 - 솔직히 이게 일단 씹어먹지 않음?! 인정? 어 인정! 4. Buidlpad Sale - Buidlpad 세일한 프로젝트들, Solayer, Sahara, Lombard, Falcon, 은 모두 Upbit + Binance 상장 - Momentum $MMT 또한 같은 루트를 기대 중 사실 이제 진입하시는 분들은, 에어드랍 보다는 Buidlpad 에서 Allocation 을 많이 받기 위한 플레이를 하는 것이 가장 좋은 전략이라고 생각합니다. 다들 즐거운 모멘텀이 되시길 @MMTFinance @buidlpad

Pendle's Boros is finally launching @boros_fi is a platform created by @pendle_fi for trading funding rates. Chain: Arbitrum Initially supported pairs: Binance's BTC-USDT / ETH-USDT Initial Limits: $10M OI per Market / Leverage 1.2x In simple terms, if you think the Funding Rate will decrease, go short; if you think it will increase, go long. This is where you can make money, but it's not easy because there's a gap between the actual Funding Rate (Underlying APR) and the trading price (Market APR). However, if the BTC/ETH Funding Rate exceeds 20% APR, I think shorting would likely be profitable, Experienced traders might find it an easy way to make profits on Boros My impressions are: - It's well-designed and simple. - However, like Pendle, it seems to require significant user education.

Hello @maplefinance It would be greatly appreciated if you can update the syrupUSDT @pendle_fi pool on @Plasma network to receive Drips and it would be more appreciated if it's 'retroactively' applied. On Maple Homepage, it apparently says USDT also receives 2.2% of rewards via Drips But I couldn't find syrupUSDT on Pendle's Points Markets If it's accumulates on backend, it's fine, but I can't also find any Drips on Maple Homepage yet. If anyone has a same thought, please Reply, Retweet, Quote Tweet this tweet with same message tagging Maple Finance!

RESOLV Pump Perfect Scenario If RESOLV FDV is above $300M, it might be able to be listed on Binance Spot Then, if Resolv team is smart enough, they will buy $RESOLV ticker on @HyperliquidX for Spot listing It will help more pumping Then maybe, Korean Exchanges like @Official_Upbit / @BithumbOfficial will have interest to list it, one of them will do Perfect $1B FDV @ResolvLabs @Iv4n_Ko

Simple Math $BERA FDV calculated estimation I averaged FDV/TVL of 1 to 10 ranks of chains in terms of TVL on @DefiLlama except @base and BTC chain. FDV/TVL average is about 9x with the current $3.5B TVL of @berachain , expected FDV is $31.5B!!!! Let's F*cking Go!!!! @SmokeyTheBera @captainjack @Cbb0fe

In any case, all the vaults together are worth about $383M, so it seems it's still good to deposit considering @berachain 's investment amount and valuation. However, these days, there are movement regardless of investment (like as @HyperliquidX case), and also there are many trap cards that are disappointing even if it has a lot of investment So please judge well

This seems insane With my 2.7M syrupUSDT Pendle YT, which is currently $88K, I got $1.4K worth of XPL jist in a day and half! This is like 387% APR?! Actually, I need to check more in depth but it seems like the reward is based on the 'quantity' of the Pendle YT/LP(SY) tokens, not the '$ worth' Just an assumption so please DYOR

WTF is this? Fucking bera the fuck is doing this shit always shitty fuck shit

Morpho creates Pendle Strata pUSDe LP pool Now you can borrow USDT using @pendle_fi 's @strata_money pUSDe LP as collateral on @MorphoLabs ! As soon as it was created, whales sucked up all $1.59M in liquidity, leaving only $26K. The USDT borrow APY is still around 6%, but it might adjust over time. Then, more USDT liquidity might come in. Additionally, Strata plans to create an additional pool where the LP can be used as collateral in @SiloFinance , so please note that. Pool link: app.morpho.org/ethereum/mark… Strata Pagu's Code (15% bonus points) deposit.strata.money/?ref=OP… Translated with DeepL.com (free version)

Rabby wallet on Google is not real Rabby wallet! I just almost got hacked. If you google Rabby wallet, you'll see at the top as an 'ad' for the *FAKE* Rabby wallet. If you click on it, it seems it leads directly to the Chrome Store of Rabby page, not the Rabby site. Actually, it's not the Chrome Store nor Rabby page. If you press another menu, it doesn't move, and is different from the actual Chrome Store. And, The actual Rabby Chrome Store page - Rating 2.9 - 1200 reviews - 900,000 users Scam Rabby Chromestore page - Rating 5 - 4500 reviews - 16 million users ... This week was a bit hectic in many ways, and I was trying to do some work on my home computer, but my wallet wasn't there, so I tried to install Rabby, and I entered my private key on that site. Luckily, it wasn't a main wallet, and nothing was staked, and wasn't immediately hacked, so I didn't suffer any immediate damage, probably because the site was just taking the information collected and steal later, piece by piece. And it's a good thing I did it with a private key, not mnemonic... Be aware!