Luke Leasure

@shaundadevens Blockworks Research on Bloomberg

Blockworks Research on Bloomberg

Sky remains one of the most fascinating stories in DeFi today, albeit complex. @0xcarlosg breaks it all down perfectly in his new piece. "Sky abstracts yield volatility away from end depositors... The product competes on reliability rather than peak nominal yield, which makes sUSDS more attractive to depositors seeking a stable yield source."

Kamino is quietly becoming the dominant venue for RWA-backed loans, with market share now at 56%.

Our mission is clear: building trust in onchain markets. Proud to be working with an elite team and incredible partners to help make that happen. A lot more to come in 2026 and beyond.

Your great grandpa's favorite ticker is mispriced

@_dshap @laurashin @shaundadevens @0xcarlosg Brilliant @_dshap

@laurashin @0xMether @shaundadevens @0xcarlosg just another thursday in the office

Triple-header interviews today all about the KelpDAO attack: 💰 Aave's bad debt 🦹 how the hack happened 🛟 how Arbitrum decided to freeze ~$71 million in stolen funds Tune in! 👇 x.com/i/broadcasts/1…

The situation at Aave is at a standstill. “Basically, lenders are stuck in these loan positions where they can’t call back any of their principal value or withdraw liquidity,” says @0xMether Aave says industry partners, including Lido and Ether Fi, are starting to organize a recovery plan theinformation.com/articles/crypt… 3/

The new Blockworks. Always aiming higher

@Blockworks Big day, big week

New identity, same conviction. Meet the new Blockworks.

On Umbrella: "What this framework cannot price, and what the Kelp incident made explicit, is the left-tail scenario where collateral value gaps lower... a reserve calibrated to ordinary liquidation slippage and asset variance is structurally undercapitalized for a regime where the dominant loss driver is an exploit event in adjacent protocols."

@0xcarlosg Great stuff lads.

@shaundadevens @ventuals Any spread between @PreStocks quotes and @ventuals?

Anthropic has flipped OpenAI, up 86% over the last 30 days and now trading at 1.22x OpenAI’s implied valuation, implying a $1.1 trillion market cap. Hyperliquid

@shaundadevens @0xcarlosg HIP-4 report incoming

@0xcarlosg you'll need to ask the head of research @0xMether

All roads lead toward a composable financial future, where primitives, products, and assets integrate and trade on a single unified platform. Hyperliquid

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@shaundadevens Built different

New episode with @0xMether He Discusses: - Building DeFi’s Yield Curve - Implied Yields & Term Structure - Market Signals & Bitcoin Impact - And more! Timestamps 👇 (0:00) Introduction (2:35) How Ethena and Pendle Work (5:19) Reading the Yield Curve (7:23) What Drives the Signal (9:02) Why Implied Yields Trade Rich (11:12) Closing Comments

Aavethena 👻 at Digital Asset Summit.

Shaunda Devens on stage @blockworksDAS presenting the 24/7 RWA perpetuals thesis. You might think it's like watching Kobe in his prime, but no, he's still barely scratched the surface of the impact he will have. @shaundadevens