DefiAddict

@siimland Looks like unemployment solves the problem

Sleeping less than 7 hours shortens life expectancy more than physical inactivity in the US Only obesity and smoking are worse Full study breakdown: youtu.be/J_YrZHJ9eks New data from 2019-2025: academic.oup.com/sleepadvances/…

@WhalePanda @jackmallers Can you explain in more detail what that means? If market makers are selling short derivatives don’t they have to hedge that somewhere with increased spot exposure?

@jackmallers Too much paper Bitcoin in the space, there's an unlimited supply of Bitcoin. No matter how much Saylor, ETFs and others buy, Bitcoin keeps underperforming literally everything else.

Holy inverse lol Anyway think I'm going off Twitter again, tomorrow my subscription is expiring and it's not adding any value. It's just me being proven right about everything I've claimed for the last 12 months and majority being in denial.

@chamath Anyone have a link to this report? Quick search but the report I found only shows 5 million auditor.ca.gov/reports/i2025-…

California will be bankrupt by 2030. If you’re expecting a state pension, it is at risk. If you don’t believe it, check Grok or Gemini and explore how California politicians changed the reporting rules on your pension so they could hide how underwater it is. The middle class citizens of California will soon be asked to pay a huge price to bail out the state. Why them? Because that is where most of the wealth of California resides. It’s easy to single out “billionaires” but there aren’t many of them and they can and will all leave before the bottom falls out. They are leaving in droves already. The mismanagement in California is biblical - and the scale is huge because it’s the world’s 4th largest economy. California politicians and their henchmen are now entering the coverup phase where they can no longer hide their financial incompetence so they are taking from average California residents to try and hide what they’ve done: You will soon see ballot initiatives with fancy tiles like “billionaire tax”. But those are lies. They are mechanisms to tax everything, every way: Excise taxes Wealth taxes Private property confiscation It’s all happening now. If you want to preserve California, you will need to stand up because California has become a kleptocracy.

@Dreamcash No not imported

@DefiAddict On an imported wallet?

Dreamcash is now available to everyone! Native Hyperliquid trading on your phone while claiming Dreamdrop ranks. No invite required. Fast. Simple. Addictive. Fun. dreamcash.xyz/inbound

@PandaGamesLover @phtevenstrong @Aster_DEX It’s under transaction history

@phtevenstrong @Aster_DEX On Aster you can’t see how much funding fee you’ve actually farmed, unlike on Hyperliquid. aaaa don't like it

The funding rates on @Aster_DEX are genuinely insane. So, I'm going to show you some of the best funding rate arbitrage opportunities in hopes you use my ref link so I can generate some sweet sweet CZ ref revenue: asterdex.com/en/referral/78… Thread for >30% APR Delta Neutral 🧵👇

@miracletrade Gmercury

@miracletrade Yes please!

@miracletrade GMERCURY

@bryan_johnson Great summary

Plant seed oils are abundant in modern diets, they have gained a notorious reputation for driving age related diseases. But is this reputation fair? Or is there more to the story? Let's take a careful look at the science. 🧵

@CoreyCaplan3 @phtevenstrong @Dolomite_io Thank you!

@DefiAddict @phtevenstrong @Dolomite_io Yes and here's the chart for gmBTC price performance vs the benchmark. You can see a couple days ago, traders were net winning. Then it v-reversed!

We do a little math here. This is the @Dolomite_io gmBTC loop historical data. • Blue line is gmBTC daily APR • Red line is WBTC daily borrow cost • Green line is strategy APR at 5x leverage • Yellow line is 7-day moving average • Orange line is 30-day moving average In short, consistently above 20% APR, hovering around 30% APR. h/t @CoreyCaplan3 for the data

@phtevenstrong @DeribitExchange Best DeFi content I’ve read in months

Theoretical Math Schizo Posting Now that IV is easier to find for major assets like ETH and BTC, we can kind of make educated guesses about the profitability of CLPs. FOR EXAMPLE @DeribitExchange has $ETH IV at about 48% right now. That means the monthly IV would be 48% / sqrt(12) = ~13% MEANING there's a ~68% likelihood that ETH will stay in a +/- 13% range within a 1mo period. Standards of Deviation 1 SD (68% Likelihood): +/- 13% 2 SD (95% Likelihood): +/- 26% 3 SD (99.7% Likelihood): +/- 39% SO, if we look at the yield of a ETH/USD pair, and the yield exceed the likely IL, we should be profitable most of the time. FOR EXAMPLE Let's use the 1SD range, that's +/- 13% Lower Range: $2,281 Upper Range: $3,015 On @AerodromeFi, you would expect an APR of ~30% in that range. The IL (vs Holding) for going out of range upwards would be 2.08% HOWEVER, assuming you stayed in range for the month, you would expect to generate 2.5% NOW, if you want to roughly account for the 32% likelihood of going out of range, you could assume you only get the full yield 68% of the time. That would change the 2.5% to 1.7% which is lower than 2.08%. WHICH MEANS, this is most likely not a profitable trade. INVERSELY, if the 1-month IL within the 1 SD range is expected to be 2.08%, then you can annualize that by multiplying it times 12. So, 24.96% If we divide this by the likelihood we stay in that range (or how often we stay within the deviation) we get the minimum APR necessary to MOST LIKELY remain profitable. 24.96% / 68% = 36.7% Which means, you need to be getting at least 37% APR in a +/- 13% range in order to most likely remain profitable. That's a tall order. Thank you to the single follower who read and understood all of this. I do it for you.

@donalt They shoot the generals first

Ngl bit annoyed that half my leverage is in a SOL short while the rest is in BTC, if I put all of it into BTC I'd be giga printing But instead SOL is showing quite a bit of strength for the first time in weeks so half of my short is doing nothing Is what it is

@MelvilleTrader @Citrini7 What’s wrong with the etf?

@Citrini7 Read the prospectus.

hawking some TUA (putting on 2s10s steepener)

@StableJack_xyz @Rastek27 @BenqiFinance @aave Can you clarify how that yield is generated? Wasn’t clear to me from the docs. Thanks

@Rastek27 @BenqiFinance @aave Yup, this strategy is specifically designed for users looking to get exposed only to $AVAX and earn a yield on top of it. Another strategy is to deposit $aUSD into the Rebalance Pool and earn 20% $sAVAX yield. More strategies will follow.

Wanna earn a 10-14% $USD yield while holding $AVAX? Let's dive into some of the strategies that you can utilize through Stable Jack; 1⃣Deposit $sAVAX to @BenqiFinance or @aave and get paid 7%, 2⃣Borrow $AVAX, and pay a 3%, 3⃣Mint $aUSD and $xAVAX (since you mint an equal amount, effectively you maintain your $AVAX exposure), 4⃣Deposit aUSD into the Rebalance Pool and earn $sAVAX yields of more than 15% and Discount Tickets, 5⃣Hold xAVAX and earn Discount Tickets. With this strategy, you can earn 10-14% USD yields!!

@DallasAptGP Aren’t carryforward losses capped at $3k?

Instead, you take that $500k Nvidia gain and invest it in an OZ fund. The $501k Gamestop loss? You don't use it right now. You "carryforward" that loss and save it for later.

Last week, I unveiled a mind-blowing tax loophole for eliminating passive capital gains But if you're raking in profits from stocks, bonds, or crypto, I've got an even simpler strategy that's just as powerful Prepare to take notes, because this is a game-changer

@CryptoKaleo What ponzinomics? New Luna doesn’t benefit from UST…unless you are longing LUNC and hoping for a UST re-peg

Just locked $450 for a year...top is in. solanamobile.com/refer/DefiAddi… solanamobile.com/refer/DefiAddi…

@DDrolapas @BarryRoland19 How have you managed the rent freeze on RSO in LA? Or the below market rents? Do you offer cash for keys? Or just wait them out and hope there’s enough turnover to get to market?

@BarryRoland19 Not only do I see them over pay but I also see them rarely doing increases. Makes no sense! I’ll take a rent controlled building with under market rents all day.

2017: Owner buys non-rent controlled apartment all cash for 3.95M 2023: After 6 months on the market, price is dropped to 3.7M Nothing to do with ULA either. Optimistically, this likely trades in the low-3s Buy assets, they said