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Lighthouse.one
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Lighthouse.one
@LighthouseOne_
All your crypto and fiat assets in one, private portfolio manager. Try Lighthouse now by going to our website!
Onchain Katılım Ocak 2024
48 Takip Edilen3.3K Takipçiler

Mhm haven't seen the full Morpho TBA specs, but if the fixed term loans are tokenized then the true cost of extinguishing the loan early for the borrower is the market price of the obligation.
The lender willing to sell the obligation to the borrower to extinguish the debt = early repayment.
Would imagine it's much easier to have more dynamic lenders willing to recycle capital vs borrowing bids
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(Below is from @Morpho [TBA])
After meeting LPs and institutions who are borrowing stables against majors, I can confirm that they highly value the flexibility to repay at anytime.
Thus I do think the fact that they need to pay interests for the whole duration EVEN IF they pay back the loan early will be a huge hurdle.
Replying on borrowing bids could work but most borrow demand want instant liquidity. Thus there won't be much borrowing intent sitting on the book waiting to be taken. In that case, borrowers who want to repay early would need to wait for other borrowers to come and can't get the loan off the book instantly.
Appreciate the team's honesty and transparency though. Yes it will only work if there is enough borrowing demand or lenders closing their position.

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1️⃣ Major: BTC, ETH, SOL, HYPE, APT, SUI
2️⃣ Tokens: DeFi, Staking, AI, Infrastructure, Gaming, Privacy, Memecoins
3️⃣ RWA: Fiat (ex. $ in a CEX), Commodities (ex. @tradexyz CL on HL), Stocks (ex. @xStocksFi), Indices
4️⃣ Stablecoins
5️⃣ NFTs (for those of you still holding 🫡)
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Follow our guides to setup the MCP in Claude, Cursor, OpenCode or any other MCP-compatible tool.
docs.lighthouse.one/mcp-server
Available to all Lighthouse customers of all plans today.
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🆕 Lighthouse MCP: analyse your full crypto portfolio from your favorite AI tool.
Connect the most accurate Lighthouse portfolio data with state of-the-art AI models.
In the era of infinite leverage, programmable capital and programmable intelligence, we are curious to see how far you can go with your portfolio.
👇
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If you don't have an access code for Decibel yet, you can get one (until they last) directly on Ligthscan - just follow the "Try Decibel Mainnet" link here:
aptos.lightscan.one/portfolio/0xf2…
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🆕 @DecibelTrade gated main-net is now supported.
@Aptos new high performance perp exchange Decibel is fully tracked both in Lighthouse.one portfolios and in Lightscan.one, our Aptos-focused address tracker
Current top trader by PNL on the Decibel leaderboard on Lightscan 👇

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Your Exposure tab will correctly reflect how buying/selling options impact your portfolio exposure!
@ryskfinance is automatically tracked within your EVM accounts while @DeriveXYZ can be added as an Exchange with read-only Session keys 👇
#derive-session-keys" target="_blank" rel="nofollow noopener">docs.lighthouse.one/add-cex#derive…
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🆕 Options in Lighthouse
Lighthouse now automatically detects and displays your options positions from @DeriveXYZ and @ryskfinance directly in your portfolio, with @DeribitOfficial support coming soon.

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For the situation monitors out there or just casual prediction markets enjoyoors, Lighthouse now supports Polymarket positions: you can enable the account extension while creating or editing the Ethereum account.
Unrelated, we have added more analytics in the asset detail page: you can now see the asset & USD holdings over time.


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@TheCryptoNexus Looks all good on our side ser 🤔 write us a DM with more details and we’ll investigate asap
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Hyperliquid's Unified Account Mode rolled out a couple of days ago and it's already live and working on Lighthouse 🫡
x.com/kirbyongeo/sta…
kirbycrypto@kirbyongeo
Hyperliquid just shipped Unified Account mode. What does this mean for you? Unified Account simply means that spot + perps share one collateral pool. Your entire balance automatically protects against liquidation. More importantly: Unified Account will help unlock • Portfolio margin • Cross-DEX margin (HIP-3) • Capital-efficient trading This means better capital efficiency, stickier traders/whales & market makers. Hyperliquid
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