Lama | moni (no airdrops - stay safe)

Guys, my BD func in @getmoni_io is on pause atm cuz of personal issues. These days you can send msgs regarding partnerships with @getmoni_io to @echo_0x

@mathy_research @Vault__Summit @mathy_research is there any option to contact you in DM? I'd like to ask some questions about your research.

the full paper from my @Vault__Summit talk is now available on arXiv!

@Chuksdakingz +1 addition @getmoni_io to get sentiment & social score

my top 20 web3 research tools 1. cryptorank 2. crypto fundraising 3. rootdata 4. certik skynet 5. airdrop io 6. coinmarket cap 7. defillama 8. yahoo finance 9. LinkedIn 10. investopedia (funding) 11. tracxn 12. crt sh 13. nansen 14. coingecko 15. token unlocks 16. messari crypto 17. dex guru 18. coin telegraph 19. watcher guru 20. arkham intelligence you might need them if you are a web3 person. goodluck positioning

May I ask every DeFi protocol to do so!

I've just dropped my 1st video on the new Youtube channel! (Ru lang) Will be glad for any kind of valuable feedback in the comments & help with sharing! youtu.be/YzWV7MZ3Ig8

I've updated DeFi Map for or my new lecture about DeFi in 2026. Any Feedback?

What a banger 🔥🔥🔥

@yq_acc If only they could implement this…

Nuvolari Beta is LIVE! Get Personalised Shortcuts on @arbitrum based on your unique risk mood and onchain behaviour. Execute Swaps and Risk-adjusted Yields in one-click, without leaving your Wallet app(.)nuvolari(.)ai access code: ARBITRUM

If smbd needs a code to @reflectmoney alpha alpha.reflect.money I have a permanent one HTSUX1SP . Use if needed

@yieldbasis What shall I do with this one?

[update] migration: live -> ui at yieldbasis.com/earn?tab=my-ma… lps are encouraged to migrate asap. fyi: once migration completes, fee distribution will follow shortly.

Internal chaos at @Re7Labs & @eulerfinance after they lost all client funds by ignoring collateral liquidation. Now they’re quietly marking vaults as deprecated to hide the damage. This could be the biggest DeFi cover-up of 2025. 😬 @CoinDesk #DeFi #EulerFinance #Re7Labs #Scam

Managed → Unverified Oh, how thoughtful of @eulerfinance to mark those wrecked vaults as “Unverified” After the house flooded and the roof blew off Their note even says: “Unverified vaults … offer minimal guarantees … intended for advanced users only...” Nice PR move → might win a few sympathy points in court But tell me, why install seatbelts after the crash?

@hell0men Ok, now it's clear

What happens if crvUSD goes off‑peg When crvUSD deviates from $1, the system still accounts the debt at $1 via the oracle, which temporarily skews the apparent leverage until the peg normalizes (see: #43-why-it-matters--and-what-can-go-wrong" target="_blank" rel="nofollow noopener">docs.yieldbasis.com/user/advanced-…). Can a crvUSD off‑peg cause IL? The documentation states that crvUSD peg deviations can affect the effective leverage ratio and the value of user positions; practically, that means your LP’s value can diverge from simply holding BTC while off‑peg, and a severe/permanent depeg would realize losses proportional to the depeg (#crvusd-stability-and-peg-risk" target="_blank" rel="nofollow noopener">docs.yieldbasis.com/user/risks#crv…) But, when peg normalizes, arbitrageurs will keep the position leverage and ratio to normal. That's what our AI answered.

📰 Summary of Yield Basis News📰 📈The most important: protocol generates 12% per year on Bitcoin. Not a simulation, but real numbers from onchain data. 1. Migration to New Pools: A transition to an improved pool version is planned, reducing the volatility of value calculations by a factor of 10. This addresses issues with oracles. 2. Compensation for LP Stakers: Losses for stakers (~54.34 BTC) will be compensated: 43.95 BTC for overpaid admin fees + 26 BTC in YB tokens, resulting in a total profit of ~15.4 BTC. 3. Migration Process: Launch will follow an announcement (48 hours prior). It is automated, but each individual needs to perform it, and quick migration is recommended. 4. Reason for Update: The use of not optimal oracle in the old pool version led to overpayment of admin fees (48.76 BTC instead of 4.81 BTC). The new version resolves this. 5. Future Development: Plans include: switching veYB, scaling TVL to 500 million $, adding ETH pools, improving Curve pools underlying YB, and optimizing for dynamic fees and higher average yield. Details: x.com/yieldbasis/sta…

Migration process: Handled automatically by the migration contract, no manual actions required. Actions required by LPs: We recommend LPs migrate once the migration starts. So, do we need to do smth or not?

@stacy_muur ...and then Risk Curator goes in and put all your deposited low-risk USDC into Stream))))

I believed I was managing my stablecoin risks effectively before this week. Losses are the best teacher. Here's my updated stablecoin due diligence checklist ↓

@hell0men What I meant we're calculate potential IL for BTC, but I was thinking whether potential crvUSD fluctuations impact BTC/crvUSD IL & is it in calculations?

crvUSD has been through all the storms and is doing well. The DAO implemented mechanisms to stimulate liquidity: 1. Incentives for major PegKeepers pools in $YB bribes 2. Root mechanics of changing loan rates when deviating from $1, which encourages buying crvUSD and paying off debts, or investing in scrvUSD with a high APR 3. Since it is always overcollateralized, buying small unpegged tokens and waiting for a return has worked well so far. Arbitrageurs can do this and liquidate collateral at a good premium.

🚨 DeFi Contagion is BACK Stream Finance lost ~$93M Stablecoin xUSD crashed Euler Finance is drowning in bad debt Users can’t withdraw. Liquidity = 0 👇 x.com/K10NDIKE/statu… #DeFi #EulerFinance #StreamFinance 🧵

@hell0men @Re7Labs Why? If you’re worrying only on APR numbers & your fees, not risks

@Re7Labs I thought that the job of a curator included the responsibility of checking solvency BEFORE setting limits on loans for that collateral in the tens of millions.