
Introducing Sway The first Narrative Market where ideas become positions. Discover emerging narratives Take positions instantly Shape conversations Reply & share for early access to private beta.
yonniko.x
8.1K posts

@yonnikox
LP by day, rugs by night - only here for the airdrops and chaos

Introducing Sway The first Narrative Market where ideas become positions. Discover emerging narratives Take positions instantly Shape conversations Reply & share for early access to private beta.

1/ Onchain lending is entering the next generation. DeFi lending has hovered around ~$35B for two years. Meanwhile, RWAs are bringing sustainable, predictable yield onchain at unprecedented scale. Tokenized treasuries alone have grown +250% to >$13B, with gold, credit, and other fixed-income products right behind them. The borrowing infrastructure around these assets is already running at 90–99% utilization. Billions in fixed-yield collateral are being funded on floating-rate rails built for a different era. Over the past year, Aave's USDC borrow rate had a std. dev of ~95 bps. This is fine for leveraged ETH/BTC where borrowers are less rate-sensitive, but inefficient for fixed-yield assets like tokenized treasuries earning 3.3–3.7% in a tight band. As more RWAs come onchain, the volatility mismatch between funding and the underlying asset becomes a binding constraint on leverage. @Morpho Midnight and @aave v4 are architectural rewrites designed to fix this 🧵


$asteroid is just another memecoin that was basically at zero before the pump And yes, it’s just one of many I didn’t hold, while I’m still sitting on a bunch of others that never moved and probably never will Sometimes LUCK is crucial

Excited to announce the first company raising on Crafts: @refihub RefiHub brings real upside in real-world energy. Built on the Stakeholder Token Standard (STS) on @solana