0xWizard

@ZeMariaMacedo ser buying the delton IPO in hk?

China seems underpriced It's competitive with the US in AI, has 65% of US GDP,, 1.7x its manufacturing output, and 2.7x US power capacity Yet its public equity market is only ~19% the size of America’s and trades at ~½ the P/E. Private markets are even cheaper than this

the biggest disagreement i have with a lot of liquid crypto investment theses is that they use trailing revenue numbers to project post-TGE P/E ratios tbh the slate should be wiped clean - P/E starts AFTER TGE don’t assume revenues stay the same

@phtevenstrong @Uniswap ser which is the XAUT/PAXG pool on uniswap? this is the only one i could find with any size at all, and there doesn't seem to be anyone trading it app.uniswap.org/explore/pools/…

And now for some yields. 🚨YIELDS YOU MAY HAVE MISSED WHILE DOOMSCROLLING WWIII🚨 First, for the "flight to commodities" friends, I must remind you: 1) XAUT/PAXG is still printing 7-15% APR on @Uniswap at the 0.01% fee tier. It's arguably the best place for gold yield on the planet, no "real" IL and an incredibly comfortable place for those who want to sit in a store of value until the conflict settles. 2) Tranche Everything yields are actually up @roycoprotocol ⇒ 15% on @Neutrl junior (medium capacity) ⇒ 20% on @autopools junior (low capacity) @strata_markets ⇒ 10% on @Neutrl junior (infinite? capacity) ⇒ 6.2% on @Neutrl senior (50% first loss protection) There are also 2-3 markets that are currently building out tranching for @MicroStrategy STRC, which I'll post about more as they break public. I think this could be a fairly interesting narrative, especially with the @pendle_fi integrations. 3) @boros_fi is slept on This is harder to explain, but a couple days ago you could have locked in 30% funding on silver. That means you could have run a gnarly delta neutral play for the next month in excess of 15%, especially if you could have locked in CME futures when it was in backwardation. If you think the IY on Gold or Silver is low, one way you can long without leverage or liquidation risk is the LPs, which are basically full-range LPs between the YU token and the underlying collateral asset (USDT). 4) Lending ► 7% on GHO on @Mantle_Official ► 8.3% pUSD on @Morpho ► 8% AUSD on @eulerfinance ► 10% on EURC if your brave enough to go to @world_chain_ 5) @reservoir_xyz has the best yield on @ipor_io ► 13% 7day average according to @vaultsfyi ► 16% current 1day average IMO the reservoir loop has been one of the rare "diamonds in the rough" when most other YBS loops have failed. The IPOR automated loop helps avoid the pain. 6) @solsticefi and @ExponentFinance PT loop on @kamino There's currently 5M USX to borrow at 3% against a fixed rate of 5.5% PT-eUSX. At 5x leverage (max allowable) that's about 15% net. 7) @plumenetwork's nALPHA on Morpho/Mystic This one has flown under the radar for a bit, but there's 3.5M pUSD to borrow at 2.65%. nAlpha is at 9.83%, though it's almost all @blackopal_fi backed, which is a fairly small RWA backed by Brazilian short-term receivables. The net APR on this is like 71% but you have to account for the "up to 7 days" redemption time for nALPHA. great for cheat looping, not so great for manual leveraging. Bonus: PT-sNUSD expires tomorrow with $100M expiring, which is a significant portion of Neutrl's MCAP. That could lead to a temporary depeg on sNUSD for the brave arbitragers who enjoy those sorts of plays. We'll leave it at that for now! Disclaimer: Neutrl, Pendle. and Ipor ambassador

@ChelApples king 👑

$GLXY wow, remember who led the charge on this for almost a year (while everyone had tons to say, lol). Ironic to see a "voluntary delist" from management. I guess that means the source was pretty credible. 🍎 You're welcome, SHs. Ps. surprised they "listened".

who the fuck is jane and where is this street?

@CL207 hk people also walk the most out of any other region in the world distance from home to hospitals also limited because of how compact everything is

was checking this stat while ago and always surprised cat since it feel as if people eat outside more than any other place on earth a lot of behavior science is hard to prove but maybe the second order biological effects of socializing is healthier than eating at home

growing up is realizing you’re not actually interested in other cultures, you just enjoy making broad sweeping generalizations about groups of people

not looking good for loopers

hyperliquid or lighter should list public kpop companies ASAP so you can short them after this big korea vs SEA twitter blowup

@hdtheplumber @zona_io at least 18 hopefully

@0xdefiwizard @zona_io How old is zlob?👀

To: ████████ Sent: Thursday, April 01, 2012 11:31 AM From: Jeffrey Epstein [jeevacation@gmail.com] is the whale willing to say he was not looping? the zona one click is the only thing that hasnt barked. im 90 % here.

@DooWanNam @Compound_xyz congrats Doo! really enjoyed working with you and the team at Sky and ofc hanging out in cannes - LFG! 🫡

I would like to share that I’ll be leading Partnerships for DeFi at @Compound_xyz Since my early days contributing to Sky / Maker for the past 7 years and building StableLab for the past 5 years, Compound has been a close partner and one of the pioneers that helped push DeFi into the mainstream. I have fond memories of connecting @rleshner with interested media and institutions back in DeFi’s early days to explain the promise of decentralization to the “crypto curious”. I’ve taken this on with the goal of helping revive Compound’s momentum while continuing the reputation it built as one of DeFi’s foundational pioneers. As we prepare for the launch of Compound v4, we’re focused on the next phase of adoption and expansion, with innovations designed to turn Compound into the infrastructure layer for the new financial system. I’ll be reaching out to many of you in the coming weeks. If you have ideas for growing the Compound ecosystem, my DMs are open.

@river0x chad

Ladies and gentlemen, we got him

boss says give feedback OR ELSE

boss says give feedback OR ELSE

@rami_poker never noticed how much the stream logo looks like skype wtf

A huge problem i see with all those funds/yield bearing stablecoins is concentrated risks. u can have a bunch of idk, cUSD, wsrUSD, sUSDe, USR, yzUSD, infiniFI, etc. in your portfolio, and think you're diversified enough. then one of the big, low risk defi protocols gets wiped and your portfolio instantly goes to 0. Many of them share the same exposures, so if one of the big ones (pendle, fluid, aave, and many of the usual suspects... but also in many cases there can be double exposures, like cap can have exposure to aave, but then infinifi has expousre to cap lol) blows up, it could mean a big chunk of your portfolio blows up if you have enough concentrated exposures. This is not as bad as the stream/midas funds, but is still worth looking very very carefully to all the different exposures the yield-bearing stablecoin of the week has. And then a legiti question is: if i have to do proper research on those funds myself, why would i farm them in the first place, giving them my money instead of executing the strategies myself since I'm a grown, smart man?? There are 2 scenarios where it makes sense: 1) they usually offer layers of leverage where you get to capture some extra profit. Example: this stablecoin gets 7%, but a few retards lend money to it as collateral at lets say 4%, so you get to farm the difference at 10x leverage. u make 30% instead of 7% and u have very close to the same risks. This stragey was insane during the whole of 2024 and 2025 until @0xlawlol (account deleted) fucked that up for all of us ("we had a good thing, you stupid son of a bitch!", im sure some of u know where this quote is from lol). so yeah after @StreamDefi imploded (and 10/10 had a lot to do with retarded lenders going away of course, im just being dramatic), part of that spread that loopers were capturing went away. it is stil there, but definitely has shrunk. 2) second is points programs. imagine u can do 25% on yourself, you are your own fund, RAMI POKER CAPITAL fund, let's say. you can do 25% on your own. but what about if u can turn that 7% into 25% by using leverage. And then you add another 10-30% (or a whole lot more if conditions are right) in point season cause some people will buy from you the vested, worthless coin on TGE day. Now you can outperform yourself. tldr: yield bearing/stablecoins are fine, they add value capture possibilities via spread (u can leverage some of them more or less efficiently but u can't leverage ramiUSD) and via points campaigns. but you really really need to do proper due diligence on them cause sometimes the concentrated risks are not visible or obvious, but they are definitely there and if ur not careful and just one big, low risk protocol (think one of the big ones, aave, pendle, morpho, euler, fluid, etc. but not only that, think also of CEX risk cause some of them have offchain collateral) goes to 0, it could mean your entire portfolio goes to 0, even if in theory you were sufficiently diversified across them.

why is cz dressed like macron in davos?

@WatcherGuru @cz_binance why is cz dressed like macron in davos?

JUST IN: Binance Founder CZ predicts Bitcoin will enter a supercycle this year.

@zona_io gnzonzaonoaz

gzona