Sam | Liquity

borrow rates on @LiquityProtocol V2 are the cheapest across DeFi

@cburgdorf @LiquityProtocol couple more liquidations, then up only 🙃

@LiquityProtocol For the 3 months yield so sweet and juicy ETH holders had to become poor though 🤣

Name a stablecoin yield that checks all these boxes: 7% APR Yields fully onchain, so all verifiable. No leverage. No counterparty risk. No TradFi dependency. No centralized issuer. BOLD Stability Pools. That's the list.

@ivangbi_ @divine_economy @tayvano_ open communication like this is exactly what's needed. Keep up the good work 👍

There are so many comments and criticisms on every single EF tweet that I keep saving them up but before I get to write a response... a new one pops up heh 🫥 Fun. Anyway, on this topic: (1) In my subjective opinion and from what I see, EF doesn't want to kingmake, but rather support the teams that align with the mandate. Specifically for DeFi and treasury allocation, those are protocols that come as close to the defipunk criteria as possible: blog.ethereum.org/2025/06/04/ef-…. That's all in there since last year, and licenses are not a small part of the thinking process. I don't have as much experience in licenses as others on the team (tldr: I subjectively think we need to think carefully about the fine line between what's accepted and what is a bit too far on the spectrum, so that's TBD). @lex_node is on the pragmatic side as I can see, which I lean towards more myself, but the mandate is more on the strong side which @_Enoch is vocal about. I am curious if we can co-work on a piece that will not have to compromise but rather increase education & thus the move towards practical open-source. This isn't a comment @ Fluid, but a general comment on the defipunk selection. (2) On the topic of supporting other protocols like Fluid, David, please remember that this initiative is very young. @CharlieStLouis and I are not actually leading that (cc @Artem_Oak); and there is no dedicated EF fund manager team as such right now. So the actions and allocations are scarce, concentrated, and not properly streamlined yet - you see that. We started on this process with Charles to give some opinions and direction, but at the end of the day, EF treasury is not a fast-moving process. It's super security and mandate-sensitive since it's perceived as "put your money where your mouth is". Morpho was in line with the licensing signalling and it was allocated to before in the past, so it was a much easier decision. Aave got allocated too by the way. There is a short list of protocols we want to see supported and allocated to (not just social alignment support but real $$ allocation even if relatively small) - hope that can be done sooner than later. But again, EF is not a fund manager, it has a strong CROPS mandate, but it's moving in the direction that seems to be good <3 PS: I am not an EF spokesperson, I am new to the org but not to DeFi. Nevertheless, hope to reply to all proper criticisms and points of feedback from a subjective point of view.

after talking to people at the EF and seeing posts like this, i need to admit my concerns about the ethereum mandate were pretty misguided ethereum will continue to kingmake apps simply by using and talking about them (here, morpho) because that's exactly what it should do

@scupytrooples @AlchemixFi good luck chief. Looking forward to it!

lil update on the @AlchemixFi v3 launch window. after the yAudit fixes, we got uncomfortably close to the contract size limit, and with the EIP to increase the size limit in glamsterdam still not being 100% slated for inclusion, we didn’t want to take chances and be unable to make and post-release patches. So we had to split up some contracts to make for some headroom, but since there were enough changes, we want to re-engage yAudit to review these changes. It shouldn’t be a huge delay. We are moving as fast as we can, and it will be deployed when we have the utmost confidence in its security. Hopefully not much longer 🫡

Live now with @SamExotic3 from @LiquityProtocol! #086 - Liquity: The Only Truly Decentralized Stablecoin? w/Sam x.com/i/broadcasts/1…

just hold BOLD

BOLD is the freedom dollar

Another A rating for $BOLD 🏅 BOLD is No. 1 out of 158 ranked stablecoins. ✅ Max. Resilience ✅ Max. Decentralization ✅ Min. Dependency Risk ✅ Reliable peg ✅ Good exit liquidity Want to be in control of your dollars? Hold BOLD. 👉 Check out @PharosWatch from @TokenBrice.

LQTY stakers: action needed ⚡ ➡️ $63k in additional PIL rewards will be distributed ➡️ >14% of stakers votes need to be reallocated Best move? Vote for initiatives with the strongest liquidity: ✅ @CurveFinance BOLD/USDC ✅ @Uniswap v4 BOLD/USDC Your votes matter 🙏 Let's dive into it 🧵

@MacroCRG he said stocks, not crypto. we safe

censorship resistant and self-sovereignity something something Liquity coded

thanks for playing

@owocki @LiquityProtocol coded

rule of law , but enforced by smart contracts 👌

"Using Liquity isn’t just convenient; it’s a statement." @gvnrdao borrowed $BOLD against their $ETH: 🔒 Zero ETH sold 🔒 All the upside preserved 🔒 100% Immutable & DeFi with no TradFi exposure ❤️ "We’re proud to walk that talk while helping build the financial system we want to see." Who is next? 🦸‍♂️

you can borrow against wstETH at 1.5% on @LiquityProtocol V2. yes, carry trade vaults are coming soon ™

Choppy market conditions mean savings matter even more. Borrowing $500k at other venues paying 4.5% = $22,500 / year. On Liquity V2 at 2%? $10,000. That's $12,500 a year back in your pocket 👀

BOLD offers the risk free rates of DeFi

@ec265 at the end of the storm, there's a golden sky

You can either cry in the storm, or dance in the rain

@MacroCRG congrats man!

Got some really exciting news to finally share I’m gonna be a dad It’s a boy 🫡

first venue i go to now for all things stablecoins (eg. risk, composition, yield opportunities) is now @PharosWatch instead of @DefiLlama good job @TokenBrice

The best time to mint $BOLD is now👇 Current interest rates are low: - 3.64% for $ETH, which can be reduced to 3% as we have a redemption carpet there - 2.92% for $rETH - 1.45% for $stETH Yield opportunities as a Liquidity provider: - $BOLD / $USDC on Ekubo, with 12% APR mostly paid in BOLD - $BOLD / $USDC on Uniswap, with 6% APR mostly paid in BOLD Yields for $BOLD deposits are higher than the interests paid: - 3.69% on Euler - 4.85% on $ETH Stability Pool - 4.61% on $rETH Stability Pool