DonAnon

@mstable_ I actually ment leverage, sorry 🤦

@Jdieioe The vault is still earning yield currently via USDe on aave. We are also in the process of evaluating other yield sources so expect this yield to improve over the coming weeks.

Gold funding stays high when crypto funding drops. XAUT paid 12% when BTC was at 1% Ethena is adding it to USDe backing. This means USDe yield holds up better in crypto downturns Good for mStable depositors too

@mstable_ Nice, thanks. Grabbed some

@Jdieioe There's some capacity right now

Caps were reached within 12 hours of the release Congrats on those who got efficiently stacked yield

@Bitcoineo What are your go-to "safe stablecoin farms"?

If you want to make money in the next few months, keep it simple: 1. Concentrate your portfolio in BTC, HYPE, and safe stablecoin farms 2. Focus on new chain ecosystems: MegaEth, Monad, Tempo 3. Increase your trading volume on Hyperliquid and Unit using Based (XYZ100 perps during week-end - iykyk)

Spent a few hours comparing productive assets P/E, moats, and unlock schedules. They either have: • Incoming VC dumping pressure until at least mid-2026: ENA, ETHERFI, ZRO • High P/E ratio: AAVE, PENDLE • Smaller moat and lower probability of survival: PUMP As expected, HYPE remains the single best asset to bid on for the foreseeable future.

@Bitcoineo Superb use of synergies

Portfolio Breakdown #7 🟠 Current Portfolio Allocation While I was in stables during peak tariffs uncertainty, I decided to fully ape back a few weeks ago, mostly in BTC, because all possible scenarios (good and bad) led to BTC price & dominance rising. But tides shifted with multiple positive news: 1. Successful tariff negotiation between US and China 2. US securing $600 billion Saudi deal 3. Coinbase joining the S&P 500 Index 4. Stripe launching a full suite of stablecoin products 5. ETH price pumping with a new roadmap pivot prioritizing L1 scaling Which means risk on season is back, and it's now the time to long your longs. Onchain activity is picking up significantly: perp volumes, sol memes, stablecoin TVL, lending/borrowing rates. All are going up. You want to focus now, because this is the big opportunity season. Stick to your edge. Mine is defi. I decided to reduce my BTC exposure to increase my risk on a few protocols that: 1/ Have top tier hungry founders 2/ Generate revenues and make their holders a top priority 3/ Have significant moats & no incoming supply unlocks 4/ Have 10x ambition to make finance more accessible and efficient That's why I bought the following assets: - 30% BTC - 30% PENDLE - 25% HYPE - 15% AAVE On top of being extraordinary tokens, they unlock interesting cross-bag synergies: I can supply cbBTC on @aave, borrow EURC for less than 1% APR (see merit program on Base) and supply it on @pendle_fi for 20% thanks to vePENDLE boosts. Similarly, I supply $HYPE on Felix to borrow stables and farm tens of airdrops in the @HyperliquidX ecosystem. The difficulty now is going to be sitting on my hands with my core positions and waiting for them to play out. I'll spend most of my time researching my favourite protocols and sharing valuable content for all of you as a new @KaitoAI CT inner circle member: That's all for today, love you all 🧡 (also don't forget to stay in spot)

@Bitcoineo Amazing country, enjoy!

First time in Japan

@AlpacaAurelius @RFKJr_Official

@Bitcoineo Thanks for sharing! To achieve the mentioned APRs in the Pendle LPs you also locked some (ve)Pendle to get the boost, right? Bit confused as you said you only hold stables?

Week 6 - Portfolio Breakdown Overall Performance (since week 1): -35% Benchmark (BTC performance since week 1): -13.3% 🟠 Current Portfolio Allocation Comfy sitting on my hands as Trump brought even more chaos in global markets with his tariffs. I need to see how Bitcoin behaves vs equities. For now, I believe it's delayed weakness, but it *could* function as digital gold in this exact macro environment. Still following the same plan and waiting for either: - BTC to retest 2021's ATH (68-70k area) - FED to turn on the money printer Alts are obviously cooked, don't need to extend on this. The alt shortlist pinned on my profile should help you. Regarding farming, these are my current farms: 1. Pendle aUSDC LP (Sonic) - 15% APR 2. OHM-HONEY LP Infrared (Berachain) - 60% APR 3. Pendle slvlUSD LP (Ethereum) - 15.5% APR 4. HLP (Hyperliquid) - 10% APR Global APR is 28%, thanks to OHM-HONEY LP. I'll probably exit this pool before Boyco ends and BERA circ supply increases. Otherwise, not doing much onchain. I spend my time vibecoding (check my new website on my description, you'll like it), reading autobiographies and doing multiple sports (gym/running/padel). That's all for today, I kept it short as I don't have much to add. Don't use leverage. Love you all 🧡

@CryptopepperP Where will you plant them?

@bananagun Bot tells me my tx hash is invalid…is it because I sent on arbitrum?

The Jungle (holders chat) We added quite some new holders today, so obligatory Jungle shill: If you look for a good place to vibe, share thoughts and get some alpha, make sure to join the Jungle (our holders chat). Validate your 50 $BANANA holdings by a very low outbound transaction in ETH using Simple Access Bot: t.me/SimpleAccessBo……… This makes sure you don't have to connect your Banana wallet to any dApp, but we can verify you are a Banana holder!

@0xbags Looking good tho

about to run like a million screws into this thing, then I’m done building shit for a while

@GlobalPropGuide If the purchase is financially driven the latter

@KaminoCrypto @saylor I get the whole „supply shock“ dynamic, but can someone please explain where the demand for RLB is supposed to come from? Do the gamblers need to gamble in RLB or anything? Or is the token just for price appreciation speculators after all?

260k$ burn in 24h 🔥🔥🔥 There is no second best coin right @saylor

@0xbags Love to see it!

project rain capture update: all house gutters are now networked underground leading to a storage tank from there rain water gets pumped back to this area where we’re placing a 50,000 liter water bladder that bladder will then irrigate the orchard throughout the dry season

@AlpacaAurelius Yes, especially if the no shirt policy applies to women

If I opened a retreat center where you could come for 1 month at a time, live on the beach, learn to surf, eat steak daily, play ping pong, sleep on linen sheets, never wear shoes or a shirt and meet cool like minded people, would you come?

@CryptopepperP $PAAL

@Innerdevcrypto „Check electric fence wild boar“…meaning if they did damage to your fence?

- wake up, meditate & inner work - prepare breakfast - remove chickenshit coop and feed ducks - check electric fence wild boar - check news, nothing new, usual horrors of violence & greed which we inflict on our fellow man - check markets, what a surprise, once again the ´altseason screamers´ crushed. same happening as in previous ranges this bullmarket, people overtrade and get crushed. Trump graph looks as if someone stole billions 😂 - 23 dm´s to answer (now).....here we go - today will be another lovely day. Imagine this is your last one.....better make the most of it and appreciate being the gift of consciousness

@smileycapital What confirmed it?

prolonged cycle confirmed q4 2025-q1 2026 book it.

@cryptocevo Just enjoy buying Banana at 50% APR 🍌

Don’t worry. When the top is really in, everyone here will be longing like there is no tomorrow This is the beginning of the end. Not the end