Sandude

@fintechfrank Please lmk if you find the right thing to say, this has been a struggle for years.

I never know what to say when people ask what I do If I say I work in financial services they think I’m trading stocks all day If I say I work in crypto they think I live in my parents’ basement

@skdh But why?

The government of Ontario is running ads for small modular reactors in our local German newspaper 🤔

@wartranslated More bot-on-bot violence, please.

A Ukrainian UGV rams and takes down a Russian fiber-optic FPV drone on the Kostyantynivka front. One-on-one, the ground bot wins.

@pourteaux To be fair, the alternative was the "war on crypto" lady. Can you blame them?

crypto ppl have proven themselves terrible at choosing a president, what else might they be terrible at?

@jeffthedunker @basche42 The TRT must flow.

@basche42 paul achudes

Ryan Selkis is going to go to Iran and become like if Paul Atreides was fueled by IPAs

@Mars_DeFi @infiniFi @OdysseyFi You can also use @OdysseyFi for the @VesperFi strategy instead of doing it manually!

Yield Infographic Series #11 Strategy 1: 31% APY Strategy 2: 26% APY Protocols Highlighted: @infiniFi - onchain fractional reserve banking protocol that optimizes capital by splitting liquidity into liquid and illiquid strategies across DeFi and RWAs @OdysseyFi - DeFi SuperApp that aggregates multiple protocols into a single, user-friendly platform for trading, swapping, and yield generation @VesperFi - yield aggregator that simplifies yield farming by routing deposits into automated, risk-managed pools across protocols like @aave and @compoundfinance @MetronomeDAO - DeFi protocol and DAO specializing in the creation and management of multi-collateral synthetic assets (msAssets) @matchaxyz - DEX aggregator, powered by @0xProject, that offers the best swap prices by aggregating liquidity from multiple sources across blockchains.

@skdh @nikitabier It's already annoying enough when you google something in English and get only results in German.

@nikitabier wtf, I post about science, in English, for the world, not for Germans

Starting Thursday, we'll be updating our revenue sharing incentives to better reward the content we want on X: We will be giving more weight to impressions from your home region—to encourage content that resonates with people in your country, in neighboring countries and people who speak your language. While we appreciate everyone's opinion on American politics, we hope this will disincentivize gaming the attention of US or Japanese accounts and instead, drive diverse conversations on the platform. We invite creators to start building an audience locally. X will be a much richer community when there's relevant posts for people in all parts of the world.

@pourteaux You know we're down bad when liberals are calling for G.W. Bush's comeback.

RETVRN

@BaseDailyTK @base @AerodromeFi @Uniswap @SoSoValueCrypto @minebean_ @trylimitless @MetronomeDAO @b402ai @Rabby_io @virtuals_io Let's go @MetronomeDAO! $5m market cap btw.

💰@base DApps With Highest Revenue In The Last 7 Days 📸Highlighted Protocols: 🔹@AerodromeFi 🔹@Uniswap 🔹@SoSoValueCrypto 🔹@minebean_ 🔹@trylimitless 🔹@MetronomeDAO 🔹@b402ai 🔹@Rabby_io 🔹@virtuals_io

@Camp4 Nah, peak society was 2003.

One of my contrarian takes: Society peaked in the 80s, and it’s been in slow decline ever since. It was the last era of widespread optimism. You can feel it in the music and movies. “Excess meets innocence.” The 80s also mark the end of the analog world—local economies, in-person everything, and a certain forced simplicity. Malls, movie theaters, magazines, and BMX. Then, beginning in the 90s, came the tidal wave of tech: Mobile phones The internet Social media AI All incredible innovations, with lots of positives. But on the whole I think they’re *net negatives* for society. We replaced a finite, real-world experience with an infinite, digital one. Infinite information. Infinite comparison. Infinite distraction. Human’s aren’t wired for that, and you can see the consequences all around us.

@PeterSchiff I hope you last that long or longer! You're gonna need all the time in the world to keep predicting Bitcoin's inevitable doom :D

Today is my birthday. I'm now 63, and I was born in '63. That typically only happens once in a lifetime. However, if AI can extend human lifespans, maybe it will happen twice. I just have to live to be 163!

@jeffthedunker Almost the same as Rabby is quite impressive.

Metronome rearing it's head around Base top revenue charts again. When Trump tweets, we profit lol

@lordjorx @DefiLlama @GainsNetwork_io And then there is @MetronomeDAO's MET with 0% inflation and above 100% APY for locking.

Yield is useless if inflation is higher. I’ve been diving deep into @DefiLlama to find tokens where cash flow and burns are actually outperforming their inflation. Take @GainsNetwork_io ($GNS). While the AI is wrong on the staking APY, the real story is in the supply. In just one year, the supply dropped from 31.1M to 24.7M. That is a 20% deflationary burn in a single year. It’s an absolute beast of a business model that most people are completely ignoring. We should have a look at the volume consistency, but the numbers are great. Then you have @GMX_IO. They’ve shifted their strategy: 27% of all fees are now going to buybacks, and they’ve paused rewards until the token hits $90. We need a 15x to reach this number, and I don’t know what they’re doing with these buybacks or how much they represent of the total supply. BNB is another interesting opportunity. With an annualized deflation of 6.65% and the ability to stake via @lista_dao to capture Launchpad yield, you can easily hit a combined gap of 16% between yield and deflation. Even Pendle and Curve/Convex are showing high maturity. Pendle’s inflation is now under 3%, while "real yield" from bribes and fees often stays above 10%. The problem is that many of these yields are hard to track because they are locked (veTokens) or hidden in bribe layers, so the average investor just doesn't see them. DeFiLlama should work on that. If your token doesn’t have a mechanism to beat its own printing press, you don’t have an investment.

@DeFi_Dad @MilkRoad Was this recorded in 2021 or something? He also seems to have missed all the stuff about scaling mainnet rather than relying on L2s.

@MilkRoad What dementia does Charles suffer from to not know it doesnt cost $1200 to transact on L1 anymore? What a gargle of nonsense.

Charles is bearish on ETH: "They've changed 17 times. The lines of code are so fat at this point and they still haven't fixed gas fees." ETH's dirty secret is it's a Frankenstein chain. Layer 2 is just a fancy word for a database. Agree or disagree?

@jeffthedunker @deanfyi How about the book. You know, the first one.

@deanfyi ngl i didn’t play it i was struggling for a 4th option

keep 3 and one has to go. which one do you get rid of?

@Nomaticcap How does Odyssey score against your other Yields of the week this week? :) x.com/OdysseyFi/stat…

I still call this Yields of the Week, but it’s evolved into more of a weekly DeFi brain dump. Yields, ideas, risk frameworks, good reads, and whatever else caught my attention that week. Latest edition:

@lordjorx @misteradeline @ConvexFinance Hey, if you want to chat I can tell you about Metronome on Discord or Telegram or wherever. I've DMd you there.

@misteradeline @ConvexFinance I want to know more about them. Still waiting for an AMA with them.

Stablecoin yields are far from dead. @ConvexFinance is currently showing 12 different pools paying over 10% with solid liquidity. If you look at the 30-day average, the stability of these returns is actually impressive. Most people think making money on stables in DeFi is over, but the opportunities are there every day. However, we need to talk about where this money comes from: Bribes. The model is simple: projects spend money to bribe pools so they receive CRV emissions. For every dollar spent on a bribe, the goal is to get more than a dollar back in CRV for the LPs. Since most CRV is already distributed or locked, the annual inflation is actually quite low. The system works, but sustainability on bribing is the real question. I’m becoming more cautious about where this bribe money originates. If a project like @Raacfi (which I like) is spending heavily on bribes before their products are even live, how long can they keep it up? If the bribes stop, LPs leave, and that mass exit can cause a depeg. We need more transparency. Some projects use real revenue, others use their own token emissions, and some hold massive voting power. I’m digging into @DefiLlama (as you can see in the image below) and on-chain data to see which projects have a dedicated wallet for the next epoch and which ones are just burning cash. If you have data on which protocols are using real yield to fund their bribes, let’s discuss below.

@koreanjewcrypto @hellojintao Like a proper Korean

@hellojintao I miss this game so much, why don’t they make a 3rd one smh

coins????????????????????????????

@lordjorx @Morpho @LiquityProtocol @MetronomeDAO The rates haven't moved in the last two years, not sure about before that. I do know however that the idea is to keep them as they are to allow users to use Synths for long term strategies without any worry about rates making the position unprofitable.

@Sandude3 @Morpho @LiquityProtocol @MetronomeDAO I didn't knew about. How stable was that during last years?

DeFi will not scale without fixed rates. @Morpho just announced they are working on fixed-rate loans. This is a big move. Right now, if you want to borrow with a predictable cost, your options are very limited. Take @LiquityProtocol, for example. The rates are competitive, but you have to stay active. With redemption risks, you can't just open a position and forget about it. It requires constant management to keep your debt efficient. If we look at the current market for true fixed debt: > @term_labs: Works through auctions, with rates around 6%. > @InverseFinance: You can fix it at 4%. These are good starts, but we need more. If DeFi wants to compete with traditional banks, we have to offer better terms. Traditional finance still offers fixed rates below 3%. Morpho entering this space is a necessary step to bring more stability to the ecosystem.

This week the top spot among Odyssey strategies goes to PT-yoUSD / yoUSD. Yield comes from @yield’s aggregated vault, which routes capital across multiple DeFi strategies. Returns for this strategy are now pushing above 50% APY! Next is srUSDe / USDe. This strategy uses srUSDe, the senior tranche from @strata_markets built on @ethena’s yield. The rest of the top five includes a mix of Pendle, synthetic dollars, and ETH-based yield. PT USDai / USDT0 and PT-sUSDe / USDe provide fixed-rate exposure via @pendle_fi, on top of DAI and @ethena yield. Meanwhile ynETHx / msETH draws from @YieldNestFi’s liquid restaking token, with @MetronomeDAO’s msETH used as the borrow asset. With the average top 5 APY now at 28.03%, yields are moving higher in a big way this week.