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omc.sh

omc.sh

@omc_sh

Beigetreten Şubat 2021
110 Folgt179 Follower
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TAY
TAY@0xTAY_·
There is over 55B in altcoin supply set to hit the market over the next two years. Neutrl has found a niche by capturing this flow by sourcing discounted OTC allocations and running institutional-grade strategies to generate non-directional returns. The current altcoin pipeline is meaningful, but it is just the starting point. The same mechanics behind OTC altcoin deals are not unique to crypto. They are the foundation of distressed asset markets in tradfi. When liquidity dries up, assets are forced to trade at a discount, and access is limited to a small set of buyers. That opportunity is already massive and continues to grow, with projections exceeding 750B by 2033. As private credit and debt markets move onchain, distressed assets are a natural extension. OTC everything.
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omc.sh
omc.sh@omc_sh·
few corrections here: 1/ locking requires explicit confirmation, the UI doesn’t “accidentally” lock funds 2/ pendle pools were announced well in advance 3/ total points are ~880B, not 1.22T also worth noting: points aren’t a fixed-yield product. they’re incentives. if the strategy is optimizing APR from a speculative airdrop, the system is probably being misunderstood.
coinfoin@coinfoin_

3 months ago, I accidentally locked $20k $NUSD for 3 months due to something weird with their UI at the time. I was supposed to choose stake & lock. After that, they launched a Pendle pool with high multipliers, which diluted the locker option. Now my 20k $NUSD has unlocked, and I received 53.83M points. Total points right now are 1.22T (dune.com/fourpillars/ne…). Neutrl @Neutrl currently has TVL stuck around $200M. If we assume the TVL stays around that level for the next 3 months and the point program continues for another 3 months (so 6 months in total), then the total points would reach around 2.45T. I made a simple table showing the price per 1M points based on different airdrop allocations and FDV assumptions. If the airdrop supply is 5% and the FDV is $200M, the price would be about $4.07 per 1M points. In my case, locking 20k NUSD for 3 months generated 53.83M points, meaning I would receive around $219.1 in airdrop value. That’s only ~4.38% APR. Looks like it’s not worth locking. Their multiplier system isn’t fair, and the points are getting diluted very quickly It’s time to say goodbye if they don’t have a clear TGE date or snapshot. Even with a good tech idea, if the points program is poorly designed, then it’s simply not worth farming.

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Neutrl
Neutrl@Neutrl·
Senior and Junior sNUSD are now live via @strata_markets. Strata introduces Senior and Junior tranches on sNUSD, enabling users to access Neutrl’s yield through differentiated structures aligned with varying risk profiles.
Strata@strata_markets

The wait is over. @Neutrl NUSD market is LIVE on Strata: • Senior NUSD (srNUSD) • Junior NUSD (jrNUSD) Next-gen structured yield products for the next generation of crypto-native yield.

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omc.sh
omc.sh@omc_sh·
tldr: > usde is the product. yield is the moat > cutting yield for buybacks → weaker usde → less adoption → less revenue > still doesn’t offset ena emissions > optics ≠ value. protect the engine first what’s the strongest counter-argument?
OAK Research@OAK_Res

x.com/i/article/2019…

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omc.sh retweetet
Behrin
Behrin@behrin·
This was in July 2025. 4 months before Neutrl launch. Our first public talk. The thesis played out. You will make more money buying tokens at a discount while shorting perps at market price. Too many emissions, not enough capital to bid. Most tokens end up down only over time even if the underlying business is great. Tremedous bear market and we are still the highest real yield onchain. We will also be the highest yield onchain when the bull market returns. gNeutrl.
Stable Summit 🦫@stable_summit

⚡ @behrin of @neutrl broke down how OTC arbitrage unlocks delta-neutral yield most of DeFi can’t access. With $55B in unlocks coming, token discounts plus perp shorts might be crypto’s best kept trade. Get the insights on synthetic yield: youtu.be/suUS6SYUsmE

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Neutrl
Neutrl@Neutrl·
Neutrl is designed to generate asymmetric yield independent of market direction. By pairing OTC arbitrage with advanced delta-neutral strategies, Neutrl generates consistent, crypto-native returns regardless of market volatility. Real yield without directional risk. gNeutrl
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TAY
TAY@0xTAY_·
NUSD just crossed a new ATH. We’ve been growing steadily with organic volume by simply offering the highest risk-adjusted yield in the industry. No leverage. No rented TVL. Soon, you’ll see new integrations building on top of NUSD, including vaults, lending markets, and other structured yield products to accelerate this growth. We’ve been intentional with a slow and steady rollout, focusing on the core strategy and building our moat. The next phase starts soon. gNeutrl.
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Behrin
Behrin@behrin·
I have teams asking Tom, Dick and Harry said they worked with you. How were they? Please ask us before working or paying anyone. Neutrl is a tight team with a few trusted service providers on custodians, exchanges, security monitoring/prevention and reserve management. We usually ask other teams as well and verify with @0xGroomLake to do background checks. There are no outside: - marketing agencies - dev shops - market makers - traders/quants - BD people gNeutrl.
TAY@0xTAY_

Most people don’t realize this, but @Neutrl is built by a small team of ~11 high-agency contributors. The majority of the team focuses on quantitative trading, analyzing deals and building our core strategies and proprietary systems. We’ve been intentional about growing slowly, and excited to have a strong addition joining the trading team.

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TAY
TAY@0xTAY_·
sNUSD has crossed 1.5M YPO in just two months since launch. This is real yield generated from crypto-native trading activity without leverage or token emissions. With new catalysts coming online and OTC deals vesting, yield distribution will grow exponentially. gNeutrl
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TAY
TAY@0xTAY_·
sNUSD staking ratio currently sits at 69% (nice) and still paying out >11% yield. This represents a ~94% increase over the past 30 days and places sNUSD among the highest staking ratios of any synthetic dollar. The @Neutrl yield engine is humming along as designed. gNeutrl
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TAY
TAY@0xTAY_·
Crypto has an onchain capital problem. There is limited net new capital entering, and a large share of existing liquidity remains concentrated among a small group of established players. Much of the activity we see today is capital rotating across the same funds, rather than new inflows expanding the market. This has caused the existing incumbants to thrive while everyone else PVPs. This is why @Neutrl is leaning into a different path this year. We are actively onboarding DATs, family offices, and funds who are new to onchain markets and looking for risk-adjusted yield on their crypto exposure. These allocators aren’t looking for riskier tokenized versions of legacy products. They want yield that comes directly from crypto-native activity. These have been our largest LPs. Side Note: I’m still bullish on protocols bringing in exogenous, non-crypto-correlated yield, but there’s also a huge amount of opportunity that already exists within crypto’s own market structure. gNeutrl
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Behrin
Behrin@behrin·
We analyse most tokens and speak to a lot of teams due to the nature of our work. Cap is trying something that could revolutionise the airdrop meta that has been broken for a long time. Also the main reason why we believe defi yield should be coming from real trading and not token emissions but firmly believe all users need to be rewarded for early support. If you study some of the best projects their token is not down because of a lack of belief or users, just largely due to max extraction at the airdrop and CEX listing level. Tokens only go up because of a bid and supply control in the right hands. This may help create a chart that actually goes up over time and rewards longer term users and believers.
Cap Labs Limited@caplabslimited

x.com/i/article/2013…

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Neutrl
Neutrl@Neutrl·
sNUSD remains the highest-yielding synthetic dollar at scale. By combining OTC arbitrage, delta-neutral hedging, and liquid strategies, Neutrl is built to deliver the strongest risk-adjusted yield in DeFi. cc @stablewatchHQ gNeutrl
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omc.sh
omc.sh@omc_sh·
funny how trustless crypto settles instantly while “trusted” banks need days, paperwork, and approvals
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Behrin
Behrin@behrin·
Why has Neutrl yield been above the market? Neutrl does not do defi lending, borrowing or leverage strategies. Risk management is the core principle. Stratgies combines institutional grade LIQUID basis (97%) with OTC altcoin arbitrage (3%) to deliver the highest-performing yield across all market conditions. By design, the strat is largely liquid earning yield daily which is then super charged as the % in OTC arbitrage vests. Larger vestings are coming in the next few months, meaning more profit to be paid. We duration match OTC arbitrage and then the remainder is held in liquid basis & blue chip yield bearing stables dependent on the market. The graph below depicts this. Deposit duration is the weighted average of staked TVL. Even if no TVL is staked (currently one of the highest at 69%) Neutrl earns yield daily based on liquid basis strategies and yield bearing stablecoins such as USDe and sUSDS. @Neutrl has now seen over +$1BN in OTC deals in the last 6 months. Cherry picking deals for LPs based on liquidity, OI, vesting terms, counterparty. There has been +$10bn in locked token sales in the last year. This number is going to 5x in the next few years. The bull case for sNUSD as the most durable crypto-native synthetic dollar as we increase deployment. This is just the beginning. gNeutrl.
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@strata_markets @Neutrl @0xTAY_ @0xGroomLake @stablewatchHQ @neutrl @accountabledata @elonmusk