SenseiPizzi 🇧🇷 🇮🇹🇨🇭 🥷 🍐
12.9K posts

SenseiPizzi 🇧🇷 🇮🇹🇨🇭 🥷 🍐
@SenseiPizzi
🕺 #Bitcoin #Ethereum #Injective #Pendle #Illuvium #Lido #Chainlink #Fluid #Pear
Katılım Ocak 2024
3K Takip Edilen915 Takipçiler

Provavelmente foi armado, mas esse ficou ficou muito bom kkkkk
O cara perdendo a linha com o robozinho que só pediu pra ele apertar o botar pra atravessar a rua 😂😂
Esses robôs delivery dificilmente chegarão nas grandes cidades do Brasil
pq se por um milagre o robô passar por todos os obstáculos e buracos nas calçadas, ele ainda teria que chegar com a comida dentro hahah
Português
SenseiPizzi 🇧🇷 🇮🇹🇨🇭 🥷 🍐 retweetledi

Aave V4 x Chainlink: The Global Liquidity Layer - Shared Cross-Chain Capital with Strictly Isolated Risks
After more than 2 years of development, Aave V4 officially launched on the Ethereum mainnet on March 30, 2026
The biggest and most core change is: The Hub & Spoke architecture
This is particularly important because DeFi lending has long faced a difficult problem:
▸ Fragmented liquidity
▸ New markets need to attract bootstrap capital from scratch
▸ Risk isolation often comes at the expense of capital efficiency
@aave V4 was built to solve all 3 of these problems at once ↓
---
① Hub & Spoke: One liquidity layer, many risk environments
At the center is the Liquidity Hub
This is where all user-supplied assets are stored
The Hub handles the following tasks:
▸ System-wide accounting
▸ Managing credit lines
▸ Capital routing
▸ Reusing liquidity across markets
Surrounding the Hub are the Spokes:
▸ This is where users actually interact
▸ Each Spoke has its own collateral settings
▸ Has its own liquidation logic
▸ Has its own risk profile
⤷ Unified liquidity. Isolated risk
---
② Liquidity Hubs at launch
Aave is building a modular credit system.
❖ Core Hub - The default liquidity center
This is where the majority of users will operate:
▸ Supports a wide variety of assets
▸ Blue-chip collateral ( $wETH, $wstETH, $wBTC, $USDT… )
▸ Balanced yield. High capital efficiency
❖ Prime Hub - Built for low-risk capital
Suitable for those who care about stability and do not want to be affected by interest rate spikes caused by surging borrowing demand. Focuses on:
▸ Highest quality collateral
▸ Extremely clean risk profile
▸ Friendly to institutional capital
❖ Plus Hub - Strategy heavy and yield oriented
This is the playground for stablecoin-centric and yield-optimizing strategies, featuring:
▸ Tighter caps
▸ Stricter pause conditions
▸ Risk tied to specific ecosystems (highly suitable for yield-bearing assets like @ethena)
---
③ GHO is a crucial part of the architecture
V4 integrates $GHO much more deeply into the protocol's core design. Key highlights:
▸ Each Hub has its own GHO credit line
▸ Governance controls expansion through independent add caps
▸ GHO can be borrowed across multiple different Spokes
▸ There are dedicated Spokes for minting GHO and ensuring safety
▸ $sGHO acts as a native on-chain savings layer
⤷ GHO borrow pricing becomes more flexible: Base Rate (calculated from Hub utilization) + Risk Premium (calculated from the collateral profile at the Spoke)
---
④ Chainlink CCIP is the gateway to Cross-chain liquidity
Currently, Hub & Spoke still operates mostly per-chain. Each network has its own liquidity center
But the long-term vision is much bigger: Aave is building toward a Cross-Chain Liquidity Layer
And @chainlink CCIP is the vital infrastructure piece here:
▸ Liquidity across chains will be tightly connected
▸ Users can access deeper capital without manual bridging
▸ GHO can move through safer cross-chain logic
▸ Ethereum liquidity can become the backbone for other ecosystems
⤷ Aave wants its liquidity to be global, rather than trapped in local networks
---
Aave V4 Hub & Spoke is a strategic transformation of the on-chain credit market. The practical implications of this upgrade:
> Idle capital is intelligently routed and reinvested by the system to maximize yield performance
> The flexible modular architecture allows Aave to easily expand into new markets like RWA without having to rebuild liquidity from scratch.
> Risk isolation creates a secure credit environment, meeting strict standards to attract massive capital flows from institutions.
> Despite macro-level upgrade, protocol retains a user-friendly experience for everyday users and maintains attractive yield playground for degens.
➥ Aave evolves from a traditional lending protocol into a comprehensive, flexible on-chain credit operating system, ready for the era of RWAs, institutional capital, and the multichain future of DeFi.

English

Falei c/ uma franqueada da Cacau Show na semana passada. Ela me contou que praticamente nenhum dos franqueados mais antigos tem mais fôlego para bancar as loucuras do dono da marca, que agora só pensa no lançamento do seu novo parque. Muitas lojas estão no vermelho e centenas de franqueados estão repassando (ou tentando repassar) seus pontos. No caso dela, que também colocou a loja à venda, apareceram vários interessados bons. Mesmo assim, a franqueadora não aprovou nenhum e acabou comprando a unidade dela própria. A estratégia é comprar as lojas mais barato agora para revendê-las bem mais caro depois da inauguração do parque.
E um detalhe importante para quem tá pensando em se tornar franqueado: a Cacau Show vai começar a vender chocolates em redes de supermercado, aproveitando que ninguém aguenta mais a Nestlé. Ou seja, você vai pagar por exclusividade territorial de um produto que, em breve, deixará de ser exclusivo. Ah, e só para constar: tô digitando isso enquanto como ovinhos ao leite da Cacau Show. Juro🤭.
Rafael Gloves@rafaelgloves
Já vi muita comemoração de meta batida, mas essa da Cacau Show foi AULE! Regaçaram nas vendas da Páscoa. Monstro. Empreender E DAR CERTO no Brasil tem que estourar champa e comemorar mesmo. 👏🏻👏🏻👏🏻
Português

@Sonecarox Ele fez uma análise de uns exames de imagem e sangue de uma criança de 5 anos da família. Foi certeiro.
E recentemente usei para avaliar um honda seminovo. Indicou até serviço para corrigir um barulho no motor e foi exato. Insano!
Português

Tava meio zuado, passei pro chat GPT o que tinha e meu histórico, ele me passou os exames pra fazer....
Fiz os exames, subi o pdf, expliquei minha situação e ele deu um diagnóstico + remédios pra resolver.. Óbvio que vou passar no médico pra conferir, mas o futuro ta ai.. quem não tem condições de passar no médico hoje, pelo menos tem uma alternativa completamente grátis na internet
Português
SenseiPizzi 🇧🇷 🇮🇹🇨🇭 🥷 🍐 retweetledi

JUST IN: Bank Of Canada publishes report on @aave concluding DeFi lending is technically & operationally viable.
Chainlink oracles underpin DeFi lending at scale, having secured trillions of dollars in deposit & borrow volume for Aave markets for over half a decade of operation.

English
SenseiPizzi 🇧🇷 🇮🇹🇨🇭 🥷 🍐 retweetledi
SenseiPizzi 🇧🇷 🇮🇹🇨🇭 🥷 🍐 retweetledi

Q1 2026 lending revenue:
▸ @aave: $30.8M — 66.5% share
▸ @maplefinance: $3M — 6.4%
▸ @VenusProtocol: $2.5M — 5.4%
▸ @0xfluid: $2.4M — 5.2%
▸ Cash (product of @ether_fi) : $1.7M — 3.8%
▸ @eulerfinance: $1.7M — 3.8%
Aave remains the benchmark for DeFi lending.
Source: @tokenterminal

English
SenseiPizzi 🇧🇷 🇮🇹🇨🇭 🥷 🍐 retweetledi

Permissionless QE está acontecendo agora. Em silêncio.
Em 1 de abril entrou em vigor a nova regra do eSLR nos EUA. eSLR é a exigência de capital que limita quanto os maiores bancos podem carregar em Treasuries. O buffer caiu de 2% fixo para um cálculo variável menor. São $219 bilhões a menos em capital exigido -28%.
Ao mesmo tempo, o Fed compra $40B por mês em T-bills desde dezembro. Justificativa oficial: “Reserve Management Purchases.” QE-que-não-é-QE.
E o Basel III re-proposal de março pode liberar mais $175-200 bilhões em excesso de capital nos mesmos bancos.
Ninguém imprimiu dinheiro. Nenhum programa foi anunciado. Nenhuma headline.
Mas centenas de bilhões em capacidade nova para absorver dívida soberana entraram no sistema sem votação, sem coletiva, sem sigla nova.
Estou chamando de Permissionless QE.
Português

➡️FAMOSOS: Augusto Backes @AugustoBackes
conhecido por ser especialista em análises gráficas, inicia carreira de Analista Geopolítico e comenta sobre situação da guerra do Irã. Será que ele vem para rivalizar com o Renato 38Tão @R38TAO para ser o maior tudólogo do X?
Português
SenseiPizzi 🇧🇷 🇮🇹🇨🇭 🥷 🍐 retweetledi

@MaticoYTB Boa 👏🏻
Vamos comemorar no WOW antes do final do ano.
Português

Sigo em DCA toda semana.
Pode achar ruim, tá liberado.
$ETH

Matico@MaticoYTB
To fazendo seu dever de casa. Comecei um DCA. Sei que está cedo se for bearmarket. Mas $2.000 para o $ETH eu pago.
Português
SenseiPizzi 🇧🇷 🇮🇹🇨🇭 🥷 🍐 retweetledi

Stablecoins processed $33 trillion in payment volume in 2025, surpassing Visa and Mastercard combined. At $315 billion in market cap, they are larger than the economies of Portugal and New Zealand, and the established liquidity backbone of a global payment system.
Yet 93% of stablecoins earn under 5% APY. For institutional holders, that is a planning problem. Treasuries cannot build around rates they cannot forecast, but Pendle gives them a rate they can. @global_dollar (USDG) is a case in point.
Within a month of launching on Pendle, USDG has become one of the clearest examples of institutional stablecoin capital seeking structured yield:
🔹~$100M in TVL accumulated since launch
🔹Pendle is now the single largest holder of USDG onchain (~20% of total supply)
That pattern holds across Pendle's broader stablecoin footprint. Pendle is currently the largest onchain venue for stablecoin fixed yield:
🔹$1.85B in stablecoin TVL across nearly 70 active pools
🔹$500M in trading volume over the past 30 days
As stablecoins absorb volume from traditional rails, yield infrastructure becomes as important as the rails themselves.

English
SenseiPizzi 🇧🇷 🇮🇹🇨🇭 🥷 🍐 retweetledi

The momentum @Chainlink has seen in the D.C. and U.S. regulatory world as of late is pretty staggering 🤯
Joint SEC and CFTC interpretation confirming that $LINK is a digital commodity and not a security, providing clarity to institutions
Two spot SEC-regulated $LINK ETFs listed on NYSE with ~$100M in inflows (~1.5% of circulating supply accumulated) and not a single day of outflows
CFTC-regulated futures contracts launched on CME, bringing enhanced institutional access and capital-efficient exposure
Former Chainlink Labs Deputy General Counsel (5+ years) officially appointed as Chief Counsel of the SEC's Crypto Task Force
Sergey appointed to CFTC Innovation Advisory Committee (IAC) along with other leading crypto industry CEOs
SEC issues interpretive guidance on broker-dealer & transfer agency compliance using public blockchain infra, based directly on conversations and meetings between Chainlink and the SEC
Chainlink joins @DigitalChamber and @BlockchainAssn trade organizations that advocate for blockchain and digital assets in D.C.
Sergey gave public remarks at the White House's first-ever Digital Asset Summit and shook hands during the signing of the GENIUS Act into law
Chainlink prominently highlighted in the White House report issued by the President‘s Working Group on Digital Asset Markets
Countless meetings between U.S. SEC, CFTC, Treasury, and various legislators and staff to advocate for crypto industry
.... And now add on top of that Chainlink and @Anchorage have joined as founding members of the Blockchain Leadership Fund (crypto PAC) to support pro-innovation candidates, engage voters, and conduct independent advocacy
Pretty insane past year and yet everyone thinks crypto is dead, they could not be more wrong, markets and fundamentals will snap back together like a rubber band once the outcomes of all this become clear
Chainlink@chainlink
NEW: Chainlink Labs & @Anchorage join as founding members of the new Blockchain Leadership Fund (BLF) to advance U.S. digital asset & blockchain policy. By accelerating market structure clarity, BLF & Chainlink are unlocking the institutional adoption of digital assets.
English

Today, at @EthCC, @DeFi_Made_Here from @0xfluid highlighted a critical issue DeFi is facing at the moment: siloed liquidity.
We reinvented money, enabled instant settlement and lower-fee global transactions, but never focused on the liquidity infrastructure.
Stablecoin supply went from $100B to over $300B since 2021, while the DeFi TVL remained relatively flat. Lending markets, DEXes, and bridges all hold billions, but none of them interacts well with each other.
Fluid's approach is a unified liquidity layer in which one dollar can be utilised for lending, DEX (smart debt and smart collateral), and, in the future, perps, vaults, etc. Same capital, earning, lending, and trading fees, and still usable as collateral.
In March, reUSD from @re was launched on Fluid, achieving very deep DEX liquidity, a large uptick in TVL, multi-chain deployments, and broader expansion and distribution of the asset.
In 2025, 59 new major stablecoins launched (h/t @stablewatchHQ), and this number is expected to rise this year as more institutions want to deploy onchain.
What do these new stablecoins need from Day 1? Liquidity and Distribution.
Fluid offers this, and they announced today that they will soon package it as a "DEX Liquidity-as-a-service" model to help stablecoin issuers deploy and scale efficiently, charging a small fee.



English
SenseiPizzi 🇧🇷 🇮🇹🇨🇭 🥷 🍐 retweetledi

NEW: Chainlink Labs & @Anchorage join as founding members of the new Blockchain Leadership Fund (BLF) to advance U.S. digital asset & blockchain policy.
By accelerating market structure clarity, BLF & Chainlink are unlocking the institutional adoption of digital assets.

English

@FelipeLupion Desde que não mexam com a minha joia (Laderach) eu tô de boa.
Português
SenseiPizzi 🇧🇷 🇮🇹🇨🇭 🥷 🍐 retweetledi

Last week, @tn_pendle met with Vietnam's Deputy Prime Minister in New York, alongside Deutsche Bank, Morgan Stanley, BlackRock, Franklin Templeton, and Anchorage Digital, to make the case for Vietnam's International Financial Center.
Among a delegation of global financial giants, our dearest beloved TN Lee was the voice for asset tokenization, speaking to Vietnam's potential as a market for tokenized bonds, ETFs, and private credit, and championing the depth of talent the country has to offer.
It's part of a sustained push by Vietnam's leadership to build serious financial infrastructure. The brightest days for Vietnam in DeFi are still to come, and Pendle is proud to be part of this journey.


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