DeFi Alpha 🧠🧲🎩

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DeFi Alpha 🧠🧲🎩

DeFi Alpha 🧠🧲🎩

@Defi_Doctr

🧵#1 degen #DeFi alpha source🕵🏻‍♂️NFA🔬Advisor @ DGN Capital🎩 $eth $S $ftm $base $matic $arb $op $sol $avax $bnb $ada $ton $near $cro $mnt $sui #ftm #fantom

DefiLlama Inscrit le Temmuz 2019
565 Abonnements1K Abonnés
Marc | Polygon Labs (💜,⚔️, ※)
It’ll be amazing to see Compound be revived and the Compound DAO benefiting from the amazing work of @gauntlet_xyz and tech of @MorphoLabs on @0xPolygon PoS.
Paul@pauljlei

Compound brought us DeFi summer. The DAO is making moves once again The lending landscape is changing. With infra becoming shared, competitive advantages are shifting to user trust, partner integrations, and active management of liquidity Compound user loyalty, @MorphoLabs backend, @0xPolygon ecosystem, @gauntlet_xyz risk management -----> risk-adjusted returns, competitive rates for borrowers, liquidity for asset issuers Excited to work with @0xMarcB @PaulFrambot @mfisher10x @0xloth @OneTrueKirk @MerlinEgalite on this initiative to build the future of on-chain lending comp.xyz/t/compound-mor…

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Miles Deutscher
Miles Deutscher@milesdeutscher·
I'm so sick of the generic AI-agent replies on every post. At least train your LLM to be half-interesting, lol.
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Leon Stern
Leon Stern@leonstern·
Many people suggested we stay quiet and not respond to "Operation Polygon(e)" because they have a lot of power. Neither Polygon nor any other community should be intimidated by monopolistic tactics. Luckily, there are excellent emerging protocols like @MorphoLabs, @euler_mab, and @Dolomite_io that can disrupt this sector. Progress comes from constructive debate, not shutting doors on those who bring fresh perspectives.
Polygon | POL@0xPolygon

RE: Stake the Bridge proposal and Aave’s “Operation Polygon(e)” Recently, a pre-PIP went live from @AllezLabs and @Yearnfi regarding the staking of Polygon PoS bridge funds. A pre-PIP is exactly what it sounds like: an early proposal to get feedback and gauge sentiment from the community. It was the first contentious proposal in the fledgling Polygon Governance community, and there was a very serious public discourse that got huge traction and engagement. Although the proposal includes security measures, many community members voiced concerns about the lack of an opt-in mechanism—a valid concern. Given the community’s concern around the pre-PIP it seems unlikely for this proposal to progress, but it doesn’t mean innovative or even aggressive ideas shouldn’t be explored in the future. The governance community is evidently engaged in Polygon protocol developments. We are extremely thankful to all the community members, like @JourneyMacro, @dcbuilder, @cupojoseph, @puniaviision, @doganeth_en, @LHerfel, @Davyegld and others, who respectfully and passionately voiced their opinions no matter the outcome. A governance system with these types of debates is a HUGE success for Polygon Governance. However, Aave leadership’s response was very disappointing. Despite their initial excitement and zealous pitch for a similar proposition, they resorted to threats to dismantle Aave’s deployment on Polygon PoS once their main competitor gained more traction as the leading protocol. The Polygon community should refuse to be intimidated by monopolistic tactics or attempts to stifle innovation. Whether you support or oppose the Pre-PIP, no one should fear retaliation for proposing ideas or engaging in formal governance processes. Progress comes from constructive debate, not shutting doors on those who bring fresh perspectives. Innovation and new ideas are at the heart of crypto – it’s what allows us to build systems that are more open, efficient and decentralized. Every new idea, even when imperfect, contributes to the broader mission of pushing the boundaries of what’s possible. Polygon Labs’ commitment is to a thriving, competitive, and truly decentralized DeFi ecosystem that serves the best interests of all users and builders. We invite you to join the discussions on the forum: forum.polygon.technology/t/pre-pip-poly… We remain open and eager for positive, constructive dialogue with the community, as well as with Aave, to ensure a collaborative path forward 🤝🏽

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Brad
Brad@bradherenow·
@sandeepnailwal @AllezLabs @yearnfi At @VenusProtocol we're creating a safe haven for fair play because we're the only top liquidity protocol that was fair launched. We're fighting for a DeFi future that's not multiples more concentrated than the American Banking System (see Aave and Ethereum). Let's do it now.
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Sandeep | CEO, Polygon Foundation (※,※)
BIG UPDATE REGARDING STAKE THE BRIDGE AND AAVE SITUATION! A few days back @AllezLabs and @Yearnfi put up a “Pre-PIP”, a proposal for the proposal, to enable staking of Polygon PoS bridge funds. The Polygon community made their voice heard and was generally against the proposal. I personally spoke to 50+ community members and feel that the pre-proposal in its current form does not address some of the concerns of the community and hence I am also unsupportive of the proposal. Considering many other Polygon community members, this STB pre-proposal looks to be rejected. Voicing loudly opinions against a proposal is a huge success of Polygon Governance. NOW! Let's talk about what Aave leadership did here, but first a few facts: Aave Campaigned Hard for the similar proposition previously When this pre-proposal was first brought into discussion, Aave leadership was super excited about it and lobbied heavily to make sure the bridge funds go to Aave deployment. During the public RFP process on Polygon Governance portal, Aave leadership had multiple meetings and invited Polygon Labs leadership to various dinner meetings and presentations to garner Polygon Labs support to “select Aave” for stake the bridge process. They posted their own pre-PIP, which generated very little conversation in the Polygon community. What Morpho Did Differently Considering what Morpho wanted to bring into the Polygon ecosystem — huge grants to Polygon Defi community as incentives, superior decentralisation and control over contracts for the Polygon community, as well as very simple smart contracts with fewer attack vectors — Morpho got a head start in garnering other community members who were supportive of their vision of STBl. In this version, Aave was still going to receive a large part of the yield for its users on Polygon POS deployment. Aave Attacking Polygon Once there was some traction after Morpho (and others) posted their pre-PIP, Marc Zeller — a vocal delegate in the Aave community —posted a vicious threat proposing to discontinue Aave deployment on Polygon PoS bringing huge hassle to their users, just to make sure that the biggest and fastest-rising competitor to Aave - Morpho — didn’t get the growth boost from STB. The proposal disregards the security measures already in place and feels more like “sour grapes” than a constructive contribution to the dialogue. Ironically, this move would harm the very users it claims to protect by disrupting their access to a stable and thriving DeFi ecosystem. It's hypocritical to claim concern for user security while simultaneously attempting to destabilize an ecosystem that so many depend on. To underscore just how personal this attack was, a prominent Aave leader even went as far as tweeting, "Operation Polygon(e)." This is extremely monopolistic and anti-competitive behaviour from Aave leadership and not at all aligned with the Ethos of Web3. This is a prominent example of a DAO leadership engaging in anti-competitive tactics and bullying other ecosystems to play to their tune. The Polygon community should not be intimidated by monopolistic tactics or aggression and should continue to explore innovative mechanisms to achieve more success. Our commitment is to a thriving, competitive, and truly decentralised DeFi ecosystem that serves the best interests of all users and builders. The Polygon community will continue to push the boundaries of what’s possible, standing resolute against any actions that undermine the principles of Web3. We remain open and eager for positive, constructive dialogue with the community, but on equal terms. This goes both as well as with both for Morpho, and Aave or any other Web3 player to ensure a collaborative path forward.
Polygon | POL@0xPolygon

RE: Stake the Bridge proposal and Aave’s “Operation Polygon(e)” Recently, a pre-PIP went live from @AllezLabs, @MorphoLabs and @Yearnfi regarding the staking of Polygon PoS bridge funds. A pre-PIP is exactly what it sounds like: an early proposal to get feedback and gauge sentiment from the community. It was the first contentious proposal in the fledgling Polygon Governance community, and there was a very serious public discourse that got huge traction and engagement. Although the proposal includes security measures, many community members voiced concerns about the lack of an opt-in mechanism—a valid concern. Given the community’s concern around the pre-PIP it seems unlikely for this proposal to progress, but it doesn’t mean innovative or even aggressive ideas shouldn’t be explored in the future. The governance community is evidently engaged in Polygon protocol developments. We are extremely thankful to all the community members, like @JourneyMacro, @dcbuilder, @cupojoseph, @puniaviision, @doganeth_en, @LHerfel, @Davyegld and others, who respectfully and passionately voiced their opinions no matter the outcome. A governance system with these types of debates is a HUGE success for Polygon Governance. However, Aave leadership’s response was very disappointing. Despite their initial excitement and zealous pitch for a similar proposition, they resorted to threats to dismantle Aave’s deployment on Polygon PoS once their main competitor gained more traction as the leading protocol. The Polygon community should refuse to be intimidated by monopolistic tactics or attempts to stifle innovation. Whether you support or oppose the Pre-PIP, no one should fear retaliation for proposing ideas or engaging in formal governance processes. Progress comes from constructive debate, not shutting doors on those who bring fresh perspectives. Innovation and new ideas are at the heart of crypto – it’s what allows us to build systems that are more open, efficient and decentralized. Every new idea, even when imperfect, contributes to the broader mission of pushing the boundaries of what’s possible. Polygon Labs’ commitment is to a thriving, competitive, and truly decentralized DeFi ecosystem that serves the best interests of all users and builders. We invite you to join the discussions on the forum: forum.polygon.technology/t/pre-pip-poly… We remain open and eager for positive, constructive dialogue with the community, as well as with both Morpho and Aave, to ensure a collaborative path forward 🤝🏽

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Ignas | DeFi
Ignas | DeFi@DefiIgnas·
Aave DAO discusses ceasing operations on Polygon. Reason: Polygon's proposal to use its $1B stablecoin reserves held in the bridge to farm in DeFi protocols like Morpho and Yearn. If @marczeller proposal passes, LTV will set to 0% (basically shutting operations), freeze multiple asset reserves on Aave V3 Polygon, and even migrate governance from Polygon. Such a L for Polygon.
Ignas | DeFi tweet media
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DeFi Alpha 🧠🧲🎩 retweeté
Stelian Balta
Stelian Balta@stelyb·
The Sonic era is about to begin. Blockchain efficiency and speed will be defined as Before Sonic and After Sonic. Get ready for a new standard.
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DeFi Alpha 🧠🧲🎩 retweeté
Sonic
Sonic@SonicLabs·
🎉 IT'S OFFICIAL! We're now Sonic Labs. We're excited to launch #Sonic Labs across all platforms as we move toward the release of Sonic, the fastest EVM chain with a secure gateway to Ethereum. Check out the new Sonic Labs splash page. 🔗 soniclabs.com
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DeFi Alpha 🧠🧲🎩 retweeté
Sonic Talk 💥
Sonic Talk 💥@0xSonictalk·
Most voted coins: $FTM on the list!🦔 Based on @coingecko, $FTM is one of the most voted coins. Maybe the reason is the 190.5M $S airdrop? " #Fantom with its tech is so undervalued! 🎤 "
Sonic Talk 💥 tweet media
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DeFi Alpha 🧠🧲🎩 retweeté
Bitcoin Ape
Bitcoin Ape@bitcoinape_·
The $FTM revamp is not talked about enough, maybe when the chart starts reflecting this comeback, people will take notice. @FantomFDN announced the launch its new Sonic chain in May and has since then followed up with several significant updates on the network. The platform feels like a hub of activities at the moment. 💥An Airdrop campaign that will involve 190M $S tokens distributed over multiple phases. 💥Launch of the Sonic Labs Innovator fund of upto 200M $ to help projects building on or migrating to the new chain. 💥Meme season contest with upto 750K $FTM on offer to users. 💥Partnership with @AlchemyPlatform serving as a key launch partner for #Sonic Are you intrigued? Because I know I am, and I know that this means there’s a comeback underway for $FTM.
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DeFi Alpha 🧠🧲🎩 retweeté
halscioN 🌹
halscioN 🌹@HalscionRose·
So much cooking going on behind the scenes right now for #SONIC One of the most exciting ingredients is a return to DeFi roots Nobody is fully prepared for this level of points innovation If you think you're ready, think again Crazy (good) ideas are being embraced
halscioN 🌹 tweet media
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DeFi Alpha 🧠🧲🎩 retweeté
Tanaka
Tanaka@Tanaka_L2·
I was busy over the weekend, but still wanted to write something about $FTM - @FantomFDN . One of the OG blockchains that held expectations similar to @solana is @FantomFDN , which has yet to significantly perform although developers are still "cooking." I believe #Fantom is a compelling choice for investors looking to tap into the early phase just before a bullish trend begins A brief history of $FTM: » Fantom initiated the #DeFi Summer bull run cycle from 2020-2022 TVL increased >10x from $700M to $7B within 6 months During the DeFi Summer, TVL was a key indicator » Andre Cronje Effect - Pioneer of DeFi ideas: Solidly ve(3;3) → Today, the success of Velodrome (OP) and Aerodrome (Base) continues to resonate ve(3;3) model Boosted weekly Volume up to ~$6B, with TVL continuing to grow additional 2x Below are my bullish theses at the current moment: → @FantomFDN is developing a new Layer1 called Sonic Network $FTM → $S with a ratio of 1:1 New Airdrop Part of the a narrative After Sonic officially launches its mainnet, the development team is expected to introduce improvements such as: [1] Implement Sonic Rollup The project plans to deploy Sonic Rollup, a key component in the validator, to completely decentralize the bridge. Sonic's consensus mechanism is Sequencing Layer, which provides fast, secure, and convenient usage, while significantly reducing fees and confirmation times. [2] Support for Staking and Liquid Staking The project plans to simplify Staking so that the APR no longer depends on the lock-up period but instead applies a fixed 14-day unlock period. This will open up a $1B+ opportunity for LST Token, significantly increasing DeFi and TVL activity. [3] Funding program The project will continue to expand and accelerate Sonic Labs' funding program for projects in fields such], as GameFi, DeFi, SocialFi, AI,... [4] Airdrop campaign The project will launch a large Airdrop campaign for Opera network users. [5] Introducing Supersets When Sonic is active, Supersets will not be activated; they are scheduled for a soft-Fork upgrade at the end of 2024. Superset will increase the performance of FVM. [6] Parallel FVM Professor Bernhard Scholz and team will integrate parallel execution features into FVM to significantly increase Sonic's performance. TPS recorded on testnet is >2000 and completion time under 1 second Speed surpassing Solana, but of course needs validation on mainnet [7] Scalability through ZK technology Andre Conje will continue his research on off-chain execution and on-chain verification to scale the network through ZK technology. [8] Stablecoins For both Opera and Sonic, stablecoins are an essential ingredient for DeFi success. The project will launch Fantom's own stablecoin in the near future. [9] Phantom Witnesses Reduction in Selling Pressure Fantom’s supply on CEX has declined steadily since it climbed to a year-to-date peak of 674M on April 4. Since then, it has fallen by 5%. This may be because investors are moving their holdings away from exchanges into private wallets for long-term holding. This move is often considered a bullish signal because it leads to a drop in selling pressure. The reason for this is simple: with fewer coins available for sale on exchanges, there is less downward pressure on the price, potentially driving up an asset’s value. I believe $FTM will be bullish in the long term.
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DeFi Alpha 🧠🧲🎩 retweeté
Sonic Goat 💥
Sonic Goat 💥@theFantomgoat·
I took a break for a few weeks. But I am back to accumulating $FTM in preparation for $S launch. Are you ready for Sonic and $S? @smartestmoney you stacked?
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DeFi Alpha 🧠🧲🎩 retweeté
Future
Future@0xFuture·
@Defi_Doctr People are not ready for $S $FTM
GIF
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DeFi Alpha 🧠🧲🎩
DeFi Alpha 🧠🧲🎩@Defi_Doctr·
@seth_fin Cool looking chart brother👍 Which TradingView indicator lets you see those Sell Walls in yellow color on your chart?
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Seth
Seth@seth_fin·
#BTC moved up to 66K at night when Whales removed the sell wall. Only to put it back higher as you can see Bitcoin got rejected. This was to liquidates those shorts that had piled in with high leverage. #Bitcoin whales playing with their food. 😅
Seth tweet media
Seth@seth_fin

#BTC 66K! ✅️🥳

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DeFi Alpha 🧠🧲🎩 retweeté
Ash Crypto
Ash Crypto@AshCrypto·
🚨 BREAKING 🚨 $558,000,000 WORTH OF USDC JUST GOT TRANSFERRED TO COINBASE INSTITUTIONAL. BULLS ARE BUYING 🔥
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