

Octav
3.8K posts

@OctavFi
Portfolio intelligence for digital asset managers. Daily NAV, PnL & risk analytics. EVM+, @Solana, @HyperliquidX






Whats the most comprehensive tagged onchain address database other than Arkham? Need as many exchange addresses, bridges, dexes, contracts, as I can get. Etherscan / solscan is not good enough Arkham not feasible unless they sponsor me with an API 😩




Incentives are now live on the Aave @megaeth market for USDm. USDe, by @ethena, is also available on the market, and caps are filling quickly.


We’re aware of an issue affecting the Safe portfolio & balance. Positions are currently being excluded in display and the calculation of the overall balance This is a display/indexing issue only. Funds are not affected and remain secure onchain. Our team is investigating with high priority and will share updates as soon as we have more.








We actually have a transparency app that tracks both YoUSD and savUSD backing. You can see them along with other stablecoin vaults on our transparency app here - transparency.octav.fi/app/yo transparency.octav.fi/app/Avant We also track various other vaults and treasuries you can see here - pro.octav.fi/public-treasury Feel free to hit us up if there are any desired ones that are missing. You can also track your them yourself by creating a bundle on your personal account.

@Solofunk @YuzuMoneyX @OuroborosCap8 Unfortunately, there are quite a few more if you go down the list. @OctavFi is a good place to start if you want to take a look; it’s actually easier to see dependencies there than on @AccountableData. Tl;dr Stay safe out there 🫡





Live evidence for the @aave x @KelpDAO x @LayerZero_Core governance war room on second-order risk. @avantprotocol is currently running a single $156M sUSDe looping position on Aave Mantle. $140M USDT0 + $20M USDC borrowed against it. Net APY -135% (net of sUSDe embedded yield the pain is less, but still deeply negative). Health factor 1.02. Borrow power 100%. This isn’t a rounding error. It’s one of the largest single positions on @Mantle_Official, sitting at liquidation threshold, eating deep negative carry, structurally dependent on Aave Mantle staying unfrozen indefinitely. Under the L1-backstop / L2-zeroed proposal, forced unwinds of positions like this are the transmission vector back to Core via sUSDe depeg pressure on thin L2 secondary liquidity. You can believe this position is fine in isolation. You cannot believe this position is fine in isolation AND that L2 zeroing has no second-order cost to stakeholders like @avantprotocol. Pick one. More quants, fewer lawyers in the war room, for the sake of this industry. 🫡