Alex Khailuk

@robotevm @matchametaxyz hm, interesting. On Ethereum right? Oh, also i guess it can be really useful on tokens with hard-coded exchange rates, like wrap/unwrap or USDC->DAI

@Alex_Khailuk @matchametaxyz nope have done multiple since yesterday and most went through

you can now trade sub 1 bp slippage on @matchametaxyz might not look like a big improvement, but it's a big deal if you want to get the best execution on like-for-like trades such as USDC to USDT

@MerlinEgalite Why is the supply APY on Morpho consistently higher than on Aave, even though the markets on Morpho are isolated - and therefore the risks are too? I'm just curious where the gap comes from

TLDR: free markets find better rates → Higher utilization → Less idle capital → Higher yield

@capexbt The statement is valid only if all other miners hold BTC they mine. Is that true? Iran accounts for 2–5% of the total hash rate—is that significant enough to cause such a surge?

Nobody is asking why Bitcoin rallied during a war. The answer is Iran. - Iran mines Bitcoin for $1,300 per coin. The cheapest on earth. - The IRGC runs the operation. Every coin gets sold to fund imports and bypass US sanctions. - They’ve been dumping tens of thousands of BTC on the open market for years. Constant invisible sell pressure. - Then the US bombed their power grid. Mining went offline overnight. The hashrate dropped within hours. - The sell pressure that nobody knew existed just vanished. The US accidentally made Bitcoin more scarce by bombing the world’s cheapest mining operation. And nobody is connecting the dots.

@robotevm It'll be nice to see a pairs breakdown, mb size breakdown also to better understand target audience

now that we've done a few deep dives on our meta aggregation data, anything particularly interesting that we haven't covered yet? going to break down some bridge data next week - estimated vs realized bridge times - revert rates by bridge

@sui414 Wow, a short note at the bottom is very valuable imo I've never heard of Microsoft reopening Three Mile Island. That's so huge, extremelу bullish on nuclear for AI

MEV taught me about market structure and game theory, so I asked Claude to map out the "AI Supply Chain" — to see each type of player in the game: 🔋 Energy & DC layers are being contracted in; Hardware and Inference are at chokepoint #️⃣ Data is the proprietary edge for fine-tune models — like "exclusive flow" was for searchers 🐑 Users are the orderflow, where apps & middleware have historically been hard to monetize So who will make the money?

@0xKolten @beaniemaxi Lol, it's like imagining someone selling drugs in a church and then the priest saying that people are to blame and there's nothing he can do about it

Dude, this is literally made up nonsense. The trade had NOTHING to do with Aave Protocol. aave.com's swap widget integrates a DEX aggregator. The widget provided a quote (highlighted the 99% slippage), the user then accepted the quote, then clicked a checkbox that said they were okay losing 100% of the value, and initiated the transaction.

Pathetic and broken Aave protocol (interface has been bad FOREVER) extracts user of $50 Million on a very large transaction. Billionaire founder blames "user error" (he clicked the box to agree to be fucked) and offers to return 1% of the loss. Crypto is not a serious industry.

Just imagine, a user wants to buy AAVE on the Aave interface itself, and this happens... What kind of mass adoption can we talk about after that? You can make fancy mobile apps endlessly, but the UX is completely broken. Saying that “the user saw the warning and is to blame” shows the current level of the industry. There should be on-chain guardrails from a clearly unrealistic rate.

@zacodil @ass_gcr user can't do anything about the route that will be selected. All he can do is to set a min return. It's totally unpredictable which solver will win the aution and will ultimately settle tx on-chain. You either can't restrict a limit of participating solvers

@ass_gcr yes, CoW solver handles routing. but the user still had to set a limit price loose enough to let this happen. the intent was still wild

nobody accidentally swaps $50M into a pool with $36K of liquidity lol. fresh wallet, $50.4M from Binance, zero slippage protection, routed through the jankiest Sushiswap path possible. and then an MEV bot just happens to flash borrow $29M from Morpho in the same block and pocket $9.9M? cmon. 0xngmi called this exact play a year ago - construct a deliberately terrible swap, let a friendly bot extract the value, dirty money comes out the other side as "legit MEV profit." $154K per AAVE isn't a fat finger. it's a laundering fee

@bh359 "- $619k cowswap solver fee" Solver didn't earn this fee (CoW and Aave did), it received only 0.17 eth fee

correct me if I'm wrong but this seems like the largest ever single-block builder profit in ethereum history, ~$33m to titan it also may be one of the largest MEV block rewards ever on eth, a 568 ETH proposer payment which falls just behind the SVB USDC depeg (had a 692 ETH payment), 2023 sushiswap whitehat hack (689 ETH), and 2023 curve whitehat hack (584 ETH) others already commented on the original issues with the order (illiquid route + insane $155k AAVE limit price), but here's where the $50m went: - $36k to the user's cowswap order (331 AAVE) - $619k cowswap solver fee - ~$9.9m to the MEV bot that backran the 17,957 ETH -> 331 AAVE swap (backrun was 128 AAVE -> 17,959 ETH) - another ~$2.6m to the same MEV bot from backrunning the $50m USDT -> $37m WETH swap over multiple txs - ~$34.3m fee to titan from the MEV bot (includes $1.2m to lido as the block proposer) - ~$3.5m in dex swap fees + residual smaller arb txs insane payday for titan, who sent their profits to coinbase, and this single MEV bot took the majority of the arbs in both the illiquid AAVE/WETH pool and the $13m slippage swap in the main USDT/WETH pool

We just released Superposition V2 - now all issued quotes are verified on-chain using @chainlink oracles. You can set your own "slippage" limits, defining your risk profile

@robotevm In a world where it's hard to hold your attention for more than a few minutes, bro knows what to do 😅

here i am slaving away in our data to make our reports as accurate as possible rando mfer goes around, screenshots a few quotes (not same block, but certainly within 1 minute LMAO) and settles the aggregator war gotta pay my respect to mango

@IOSGVC Why does SyrupUSD have a low risk tier, being a de facto custodial solution with respect to collateral, while stETH has a medium risk tier?

@PaulFrambot That's awesome, but please stop showing APR for the past 6 hour. It's simply misleading

Our engineering team has been iterating a lot recently on both our apps and offchain infra, aiming for a much more professional look and experience. Now: - Infinite scroll through thousands of markets and hundreds of vaults across a dozen chains, ... all instantly. - Dashboard (now top right) shows your position histories aggregated across all chains. - Advanced filtering, search, and sorting across those thousands of entries, instantly. - Full-screen mode for advanced users. A lot more to come in the coming weeks.

There's an interesting trend emerging around yield-bearing stables The YBS is split into two tranches: senior and junior. Similar to TradFi structured products, the junior tranche earns higher yield for underwriting depeg risk, effectively acting as the first-loss layer So far we've seen this approach from @strata_markets and @re Particularly interesting after the USDX depeg, as it lets investors choose their preferred risk/yield ratio

@_julianma I think this is pretty reasonable, since a large cash flow from Aave to Lido, for example, means an increase in the utilization rate and, consequently, an increase in the yield on Aave, while an increase in the stake on Lido reduces the yield.

What happens though is that as Aave yields increase, Lido yields surprisingly decrease! Empirical yields are negatively correlated.

Why do so many people choose to lend out ETH on Aave for 2% instead of stake via Lido for 3% yield? In a new paper with Joel Hasbrouck, @cryptoeconprof, and @casparschwa we build a structural econometric model and estimate it with data from Aave and Lido. The result? There is a huge market inefficiency that cannot be explained by smart contract risk, depeg risk, or any other risk.

@robotevm @matchametaxyz Nice to see @BarterDeFi with one of the lowest failure rate

another day, another way to compare your fav aggregators simulation failure rates on @matchametaxyz for February 2026, starting with ethereum this measures how often an aggregator returns a quote that would revert onchain, but our simulation catches it to protect the trader

@flipdazed @greenfield_cap @gleb0x You have to have liquidity in your wallet that can be trsnfered by approval. You can opt-in into Superposition or Aqua and then deposit, say 1k usdc to Aerodrom, but then but then you'll have 1k less liquidity in Superposition/Aqua

@greenfield_cap @gleb0x Does this mean you can double spend liquidity in the wallet ? If I have USDC can I commit it to both 1inch and also Aerodrome?

1/ DeFi liquidity is still built on deposits: lock assets into pools, let contracts coordinate access. But pooled liquidity creates honeypots + capital inefficiency. A new primitive is emerging: wallet-permissioned liquidity. @gleb0x

I know that everybody is messing aroung with APY calculations on UI to make APY really attractive on spikes But when checking my position on @Morpho, I accidentally discovered that they're showing APY for the past 6 hours Lol, who even deposits in Morpho for a horizon of hours?