mcsquared

All Allez Kamino vaults have whitelisted reserves enabled, meaning, at the smart contract level, Allez can only deploy into markets that have been whitelisted → mitigating an entire family of curator key compromise attacks.

@SlotWinX Truer words have never been spoken by a slot machine :)

@0xMC2 stability during chaos is underrated. facts

A lot of noise about JLP and Kamino post-Drift. Here's what actually happened: The attacker used JLP as an exit route. >$150M redeemed directly through the protocol. No secondary market depeg. Kamino's JLP oracle uses redemption rate pricing making market volatility from any large sell less relevant to the protocol -> a big seller can't simply trigger liquidations. The attacker has fully exited JLP for over 12 hours. There is and has been no residual JLP risk.

One common question we get is if dSOL is affected and safe in Kamino main market: * Kamino uses NAV oracle for dSOL, any market sells don’t trigger liquidations * dSOL is a Sanctum issued token (like JupSOL)

Update for our LPs: Our @Kamino lending vaults are functioning as designed with no exposure to @DriftProtocol. All positions remain healthy and operating normally with zero impact to suppliers. We continue to monitor the situation closely.

more protocols need to be optimizing for token balances (raw quantities)

@ABertoG Copenhagen Coffee Lab

Where can I find GOOD coffee in Cannes 🥹

@AllezLabs @ABertoG @__finality__ I think he got 20

The Allez team just pulled up to Cannes Let’s chat

Unfortunately it's pretty obvious we will see some hacks stemming from private keys this way (if it hasn't happened already)

@jaibhavnani "The biggest winners in DeFi trade at <10 p/e" who?

It’s feeling really dark in DeFi right now. The Resolv hack felt like the final nail in the coffin. LPs are realizing most protocols are too much risk too little reward. Companies like Balancer Labs shutting down left and right. The biggest winners in DeFi trade at <10 p/e. There is no catalyst on the horizon to change things. But then again, it’s the darkest before the Dawn.

Apollo just pro-rated redemptions to 45% of requests. 11.2% of shares wanted out but there is a 5% quarterly cap.

New writeup on @hyperdrivedefi's new lending primitive - correlated markets. This is a new unlock to bring yield-bearing assets into the lending ecosystem without the liquidity risks that normally block them.

🚨 Earlier today, Venus Protocol's Core Pool on BNBChain was targeted by a supply cap manipulation attack. $THE asset borrows & withdrawals have been paused. In an abundance of caution, markets with high liquidity concentration have also been paused: $BCH, $LTC, $UNI, $AAVE, $FIL, $TWT Other Venus markets are unaffected and operating normally. Here's what we know so far 🧵

@draffilog @VenusProtocol A very exciting time indeed 👀

on @VenusProtocol they've launched tokenised gold XAUm market with 65% LTV few notes from yield farming perspective: 1/ cap is determined by on-chain liquidity conditions, as risk management remains venus top priority 2/ initial $1M was seeded by Matrixdock and their existing XAUm holders or investors 3/ market is not going to be whitelisted for only institutions, so defi normies can also come if you have gold exposure :) If by any chance (which I'm strongly doubting) - my post is visible to some hedge funds with $100m+ AUM in gold under management, drop me a message. We can help you tokenize it and come to Venus

The Allez USDC Vault has generated over $1M in lifetime interest for depositors. With over $20M in supplied USDC, capital is actively deployed across Kamino markets, currently offering 7.1% supply APY (90D avg) while maintaining a balanced risk profile. Risk-managed stablecoin yield, scaled on Kamino.

Hyperdrive Correlated Markets are live - Built for RWAs, Tokenized Vaults, and Derivatives. 🚫 ​Loop/Unwind without slippage 🚫 No liquidation wicks. 🚫 No reliance on DEX liquidity. ✅ Higher LTVs. ✅ Better Yields Leverage like volatility-resistant structured credit. 🧵

@properlystudio Love it team! keep up the good work 🫡

welcome to our new home

@martkiro @Polymarket amazing 🫡

I just published a data dump of full order book data from @Polymarket The data is maximally granular. There is no filtering whatsoever. Every order book change and trade is saved. Across all markets Updates are hourly. Each snapshot contains ~30M rows. Snapshots are downloaded as parquet files. Each file is approx. 500MB-1GB large. The data dump is already 2B+ rows large and growing fast. But this is just part 1/3. Coming soon is a much bigger dump that also includes @Kalshi / @opinionlabsxyz / @trylimitless etc I started collecting this data because I noticed I couldn't get it from Dome API. Their historical order book data was filtered limiting its usefulness. Also now with the acquisition there's a lot of uncertainty about whether they will continue operating

@AllezLabs @kamino @Figure @HastraFi @maplefinance @onrefinance RWA narrative continues to be validated

RWA markets have reached 35% market share on @Kamino with over $1B supplied. Users want yield and they’re taking advantage of real world yield options to earn up to 20% APY with Kamino Multiply. 🥇 Prime Market by @Figure and @HastraFi 🥈 @maplefinance Market 🥉 @onrefinance Market