DeFi Dad ⟠ defidad.eth

60.8K posts

DeFi Dad ⟠ defidad.eth banner
DeFi Dad ⟠ defidad.eth

DeFi Dad ⟠ defidad.eth

@DeFi_Dad

⟠ DeFi super-user, educator, angel 🎙️ Host/Producer of The @Edge_Pod 📰 Subscribe to newsletter & pod: https://t.co/Pm9e0APe9B 📺 Watch on: https://t.co/txxZZAhqsW

Katılım Mayıs 2018
6.2K Takip Edilen177.2K Takipçiler
Sabitlenmiş Tweet
DeFi Dad ⟠ defidad.eth
DeFi Dad ⟠ defidad.eth@DeFi_Dad·
🎙️ New @Edge_Pod 🟠 Michael Saylor's BTC-Backed STRC Is Coming For A $300T Market 0:00 - Intro 2:46 - CJ’s background and role 7:23 - What Strategy does with Bitcoin 10:40 - Why offer perpetual preferred equity 14:58 - Which instrument is most senior? 16:44 - How AI helped design Strategy instruments 19:18 - What is STRC? 23:23 - Where does STRC yield come from? 26:14 - ATM program explained 29:21 - How STRC enables Strategy to buy BTC 36:49 - A $300T market + impact on BTC price 41:48 - MSTR vs STRC investors 44:36 - Who is buying STRC right now? 47:04 - DeFi teams tokenizing STRC 51:41 - What are the real risks for STRC? 55:00 - Would Strategy ever sell BTC? 57:50 - Why STRC is Strategy’s "iPhone moment" 1:01:55 - Closing 🙏 Thanks to @CJ_Bitcoin from @Strategy for joining us!
English
12
8
59
165.3K
DeFi Dad ⟠ defidad.eth retweetledi
_gabrielShapir0
_gabrielShapir0@lex_node·
little by little, the power of verifiable, open, composable, onchain corporate finance will become undeniable a finance round held on unruggable, transparent, fair terms real simultaneous sign/close untamperable auditability zk-certification composable tokenization CorpFi
MetaLeX@MetaLeX_Labs

x.com/i/article/2042…

English
6
11
49
5.6K
Token Terminal 📊
Token Terminal 📊@tokenterminal·
Borrowers on Morpho have paid ~$170M in interest during the past year. Assuming a 10% take rate, the Morpho DAO would have generated ~$17M in annual revenue against a ~$1.7B valuation. For comparison: Aave has generated ~$140M in annual revenue against a ~$1.5B valuation.
Token Terminal 📊 tweet media
English
8
9
61
5.8K
Andy
Andy@andyyy·
Franklin Templeton AUM: $1,700,000,000,000 Floors high: 77 Caffeine drank: ~100mg Times 'Hyperliquid' was said: 6 DeFi token thesis: 1 Revenue meta discussed: Yes Had the pleasure of hosting the CIO of Franklin Templeton Investment Solutions yesterday in in the tower to discuss how they are bringing their assets onchain, how they are doing alpha-generating strategies between onchain/offchain, and what the broad view is with asset management x digital assets. Was a great convo. Enjoy.
The Rollup@therollupco

Is @FTDA_US Going All-In Onchain? with Max Gokhman Timestamps: 00:00 Intro 02:14 Rise of 24/7 Trading 05:30 NYSE's Blockbuster Moment 08:45 Alpha in Onchain vs. Off-Chain 12:20 Arb Opportunities Decaying Fast 15:10 Franklin x Ondo Partnership 18:40 Who Buys Tokenized ETFs? 22:15 TradFi Meets DeFi 26:00 60/40 Portfolio Is Dead 29:30 Goals-Based Investing Explained 33:00 Digital Asset Allocation Framework 36:20 Valuing DeFi Protocol Tokens 40:10 Why Gaming Tokens Still Matter 44:30 AI Coming for Asset Managers? 47:00 Agentic Investment Committee Built 51:20 Client-Facing AI Systems 54:00 Advisors Pitching Digital Asset ETFs

English
7
5
37
7K
DeFi Dad ⟠ defidad.eth retweetledi
DeFi Warhol
DeFi Warhol@Defi_Warhol·
Etherfi is now generating more revenue from Etherfi Cash (card) than all other verticals combined. Crypto cards are one of the best cash cow businesses in crypto (along with perp DEXs). I'm sure revenue streams for crypto cards & neobanks will 10x over the next 12–24 months.
DeFi Warhol tweet media
English
34
31
246
24.5K
Altura
Altura@alturax·
Altura is yield that you can trust. Every strategy that generates our 47% APR is documented publicly and verifiable onchain through real-time dashboards maintained by @AccountableData and @Aurellion_Labs. Money just works better here 🦉
Altura tweet media
English
36
22
82
4.3K
DeFi Dad ⟠ defidad.eth retweetledi
Royco
Royco@roycoprotocol·
Triple downside protection at 7% yield. Royco's savUSD Senior tranche is paying 6.95% right now. This week's average was even higher at 7.23%. However, this is even more interesting than it seems. @avantprotocol runs two tranches: - savUSD (Senior) - avUSDx (Junior) And also has a reserve fund. If losses occur, the reserve fund absorbs them first, followed by their Junior tranche. Finally, Royco's 4% coverage layer steps in if needed. You're earning a competitive yield on a super senior position with three layers of protection underneath you. Most people still don't understand how good this setup is.
Royco tweet media
English
4
2
28
2.9K
DeFi Dad ⟠ defidad.eth
DeFi Dad ⟠ defidad.eth@DeFi_Dad·
@Main_St_Finance 😅 “no no but whats really gonna blow your mind is you cannot get easily access to this yield on the CME, it’s just what @MariaShen described as a real world yield to be tokenized and distributed onchain”
English
1
0
3
393
Main Street
Main Street@Main_St_Finance·
"its called the options box spread. it's basically an options bond with a fixed expiration and delta-neutral yield. these guys at main street are leveraging them for 12% consistent yield. you can basically farm the airdrop while earning yield with their points program."
English
7
0
23
2.4K
The Rollup
The Rollup@therollupco·
"Should Solana just give up on perps?" Logan Jastremski said no. Seraphim agrees and adds specifics. Pre-IPO stocks. Post-IPO stocks. Chinese equities. Power trading. GPU data. Data feeds. None of these exist as perps markets today and Seraphim sees Solana as equally capable of building them.
English
16
7
84
26.3K
DeFi Dad ⟠ defidad.eth retweetledi
The Learning Pill 💊
The Learning Pill 💊@thelearningpill·
They seem to have the same yield source, but are architecturally different. @apyx_fi takes the diversified route > STRC-heavy but with SATA and cash equivalents in the mix, and has more DeFi surfaces to work with across Morpho, Curve, and Pendle > PT and LP yields on apyUSD and apxUSD are sitting at 11 to 14% today across Ethereum and Base @saturn_credit concentrates almost everything into STRC > USDat parked in T-bills until it moves to the staked side > Curve is live, Pendle is incoming For composability and leverage looping, Apyx has the clear edge right now. Saturn's real test is whether sUSDat yield holds above STRC's base rate once the Pendle integration is live. That is the number I'll be watching.
Stephen | DeFi Dojo@phtevenstrong

x.com/i/article/2042…

English
8
4
31
3.1K
DeFi Dad ⟠ defidad.eth retweetledi
IMD
IMD@_exnihil0_·
Like I said months ago in @machinesmoneyA1, options will be a major driver of onchain yield 🤝 Don't fade @Main_St_Finance
Main Street@Main_St_Finance

msY @stablewatchHQ at a glance msY TVL: $43.55M (+56.68%/month) Price: $1.04 APY (30D): 12% Yield Paid Out (30D): $356.13k Start earning institutional yield from the options box spread strategy by Main Street!

English
1
1
7
1.6K
DeFi Dad ⟠ defidad.eth
DeFi Dad ⟠ defidad.eth@DeFi_Dad·
ETH staking = Ethereum’s T-bill rate But Ethereum is a much more creditworthy counterparty than the US government 🫡
Token Terminal 📊@tokenterminal

BREAKING: @ethereum's staking ratio surpassed 30%, marking an all-time high. The Ethereum network is currently secured by ~$85 billion worth of staked ETH. A development to follow 👇

English
13
13
76
5.6K
DeFi Dad ⟠ defidad.eth
DeFi Dad ⟠ defidad.eth@DeFi_Dad·
Wish me luck with the Little League warmup playlist, hope they like 🤗🇵🇷
DeFi Dad ⟠ defidad.eth tweet media
English
2
0
10
887
G | Ethena
G | Ethena@gdog97_·
Since 10/10 Ethena was poorly positioned for what has been a material regime change. In the last few months we have been building out the infrastructure to securely access alternate sources of safe and scalable collateral to better position the business for these periods of downturn. This is an important piece of work which should have been done a long while ago, but now positions USDe backing to experience less rate volatility during periods of suppressed crypto native interest rates. Going forward, once approved by the independent risk committee, USDe will have access to: -Basis on non crypto assets including commodities and equities -Institutional triparty collateralized lending via @coinbase @krakenfx @Anchorage and others -Prime lending across CeFi and @HyperliquidX -Liquid high quality non-tbill RWA exposures Each of the above represent multi-billion capacity opportunities with that will now sit alongside the existing USDe collateral base to improve the product resilience through the cycle.
Ethena@ethena

USDe reserves are evolving: reducing concentration and building resilience across market cycles with a diversified collateral base. Four additions to the collateral backing are detailed below for consideration by the risk committee, each a natural extension of existing Ethena allocations: → Overcollateralised institutional lending → High quality liquid RWAs beyond TBills → Equity & commodity basis exposure → Prime lending Read more below on proposed updates:

English
70
74
709
254.6K
DeFi Dad ⟠ defidad.eth
DeFi Dad ⟠ defidad.eth@DeFi_Dad·
To clarify: there is no proposal to unlock any WLFI tokens, you just told the interns to write one up asap so you can keep the plebs at bay and distract us all. Just do as you say, and release it then next week. This should have happened forever ago. You are unilaterally in control of this protocol, meaning it’s not decentralized in any way. I have no WLFI to unlock, but many others do and frankly, I worry about the blowback and bad PR for this industry if you fail as a protocol. I’m hoping you don’t fail because if you do, I’ll never hear the end of it and good DeFi builders and investors will suffer. You failed to handle the WLFI unlock in the bull so now you’re making it up as you go (albeit with AI generated copy) and so you may pay some consequences of doing a haphazard job eventually with the token unlock. Also, ffs someone explain that if WLFI ever drops more significantly and you’re at risk of liquidation with your mispriced clown collateral, to “simply supply more collateral” is not a plan. Have a DeFi OG explain the “steady lads” reference dating back to Terra’s collapse and then feed that into ChatGPT for the next time you ask “how should we respond to this FUD” 🤡 Note: I have no unvested WLFI and I have no short position in WLFI. I just am annoyed by these clowns getting away with a lot and giving true DeFi a bad look.
DeFi Dad ⟠ defidad.eth tweet media
WLFI@worldlibertyfi

To clarify: this is not a proposal to unlock all tokens at once. The vote will be on a long-term vesting and unlock schedule for retail early purchasers — a structured, phased approach designed with the long-term health of the ecosystem in mind.

English
52
28
309
34.4K
Picolas Cage
Picolas Cage@Picolas_Caged·
@DeFi_Dad 'That's not a risk, that's how it works' lol so arrogant and yes maybe that would work if your collateral was BTC - but with WLFI? give me a break lol
English
2
0
8
872
DeFi Dad ⟠ defidad.eth
DeFi Dad ⟠ defidad.eth@DeFi_Dad·
Tokenized STRC (@Strategy) yield could be a massive source of RWA yield for DeFi yield investors. Since recording, we know of three teams having launched STRC-backed yield-bearing tokens on Ethereum Mainnet. @apyx_fi ($110M) @saturn_credit ($40M) @BuckToken ($2.5M) In the latest @Edge_Pod, @CJ_Bitcoin from @Strategy explains why DeFi could be massive for the distribution of STRC's 11.5% yield.
DeFi Dad ⟠ defidad.eth@DeFi_Dad

🎙️ New @Edge_Pod 🟠 Michael Saylor's BTC-Backed STRC Is Coming For A $300T Market 0:00 - Intro 2:46 - CJ’s background and role 7:23 - What Strategy does with Bitcoin 10:40 - Why offer perpetual preferred equity 14:58 - Which instrument is most senior? 16:44 - How AI helped design Strategy instruments 19:18 - What is STRC? 23:23 - Where does STRC yield come from? 26:14 - ATM program explained 29:21 - How STRC enables Strategy to buy BTC 36:49 - A $300T market + impact on BTC price 41:48 - MSTR vs STRC investors 44:36 - Who is buying STRC right now? 47:04 - DeFi teams tokenizing STRC 51:41 - What are the real risks for STRC? 55:00 - Would Strategy ever sell BTC? 57:50 - Why STRC is Strategy’s "iPhone moment" 1:01:55 - Closing 🙏 Thanks to @CJ_Bitcoin from @Strategy for joining us!

English
36
58
414
154.3K

Keşfet

@CoinbaseDuck @tokenterminal @The3D_ @andyyy @alturax @AccountableData @Aurellion_Labs @avantprotocol