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IMD
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IMD
@_exnihil0_
Innovation enjoyer. Obsessed with trading/risk management. Researching @a1research__. Writing @machinesmoneyA1
Katılım Ocak 2023
2.9K Takip Edilen631 Takipçiler
IMD retweetledi
Spent last night writing about market analysis and yield opportunities
Because why not?
TL;DR
- A look at charts for $BTC, $MORPHO, $ZRO, $HYPE, $VIRTUAL, $TAO, $CFG (gauging strength + rally potential)
- A recap of the USR depeg -- why it happened and ongoing resolution
Coverage of some interesting yield opportunities, how they work, and risks involved:
- @YieldNestFi ynRWAx vault (Australian Real Estate)
- MM vaults with double-digit APY -- @avantisfi and @Lighter_xyz
- Native BTC yield from @orca_so WBTC/cbBTC pool
- Native gold yield from @0xfluid PAXG/XAUt
Machines & Money by A1@machinesmoneyA1
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This is an insane list
USDS is gonna be the ultimate RWA backed stablecoin
Jacquelyn Melinek@jacqmelinek
JUST IN: Obex, incubator by @hiFramework and backed by a $2.5 billion mandate from the @SkyEcosystem, shared its first 8 project cohort: - @maplefinance - @USDai_Official - @daylightenergy - @Centrifuge - @Securitize - @RiverFND - @TVLCap - @tinmanAI $1 billion will be deployed across these companies and @parkeraedwards explains in an exclusive pod on @_TalkingTokens how Obex plans to grow USDS and be the bridge to access onchain liquidity. Full episode below:
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Because yield bearing stablecoins aren't just stablecoins, they're structured products with a stable value
There's always been demand for something like this, but it's never been possible before DeFi's permissionlessness/programmabiliity/composability
Bullish on passing professionally managed yield strategies onto the general public
Bullish on lots of projects not mentioned in that chart, like:
@ethena
@capmoney_
@Neutrl
@noon_capital
@SkyEcosystem
@Main_St_Finance
@solsticefi
@solomon_labs
@maplefinance
@protocol_fx
And many more
Reflect@reflectmoney
Messari dropped a stat worth sitting with: yield-bearing stablecoins grew 15x faster than the rest of the stablecoin market over the past six months. $22.7B and climbing. The demand isn’t theoretical anymore. People want their dollars working.
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IMD retweetledi
@RunnerXBT What's the root cause of you wasting so much time on twitter though
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honestly one of best things you could do, in case you tend to get rage-baited and or just waste too much time on twitter (like myself)
is to Mute yourself on Twitter ( add "runnerxbt" as Muted Word in my case) and turn off all notifications, that way you literally get No notifications, you dont see any comments under your posts, no Quote retweets either
The R/R there is just so good, less screentime, more peace of mind
So damn nice
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@SkyEcoInsights @ethereum @DefiLlama Awesome stuff, but @DefiLlama says USDS market cap is ~8B
I also see 8B on the Sky Money app, but CoinGecko and other places say 11B
I'd assume Sky Money has the correct amount, but wondering why there's a difference
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Sky Protocol is currently the #1 revenue-generating protocol on @ethereum across every tracked timeframe, per @DefiLlama.
> 24H: $531K
> 7D: $3.59M
> 30D: $17.27M
This revenue is generated by a protocol with $11B+ in USDS supply and growing.
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@_exnihil0_ @krakenfx @privy_io Data is public on app.vaults.fyi and on Kraken & Ink’s blockchain scanner too 🫡
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DeFi daily rundown 3/6
Nice mix of topics today - gold, stocks, privacy, agents, and more
Also, make sure to follow @machinesmoneyA1 for weekly news, featured projects, and lots of context!
@Theo_Network's gold-backed $thUSD stablecoin is now live, managed by @ConcreteXYZ
Over 70 tokenized stocks from @xStocksFi are tradable on @JupiterExchange
@Starknet introduces STRK20 compliant privacy wrapper for ERC20 tokens
@SteakhouseFi launches $cbBTC carry vault on @Morpho (currently ~5.35% APY)
@virtuals_io A2A revenue passes $3M
@KarmaWallet is rolling out a feature to enable direct crypto transfers to bank accounts
@DeriveXYZ set an onchain record with a $130M+ BTC option spread trade
@strata_markets' tranched $NUSD (@Neutrl yield-bearing stablecoin) markets are at $14M after 4 weeks
@aave's February report was released, a few highlights:
- 154.63K active users (31.2% growth)
- $13.4M revenue (34.9% growth)
- 80.36% Ethereum market share for active loans (@Plasma #2 at 10.28%)
IMD@_exnihil0_
DeFi daily rundown 3/5 If you didn't notice...today was 🔥 @xStocksFi announced xChange and xPort to expand presence of xStocks in DeFi + beyond They also announced integration with @talostrading (institutional trading/mgmt platform backed by Fidelity, BNY, PayPal, etc.) @NYSE's parent company invested in @okx at $25B valuation, will license OKX spot prices to launch crypto futures @perena integrates @NestCredit on @solana to generate RWA yield for their USD* stablecoin @MessariCrypto publishes report highlighting Solana's 755% YoY payment volume growth @Ripple ecosystem expands - @SentoraHQ launches RLUSD vault on @Morpho - XRP Yield Prime vault on @spectra_finance (managed by @Gami_Capital) gets $2M+ deposits in first 24H @gizatechxyz launches Giza Thoughts (so you know what your agents are thinking) @spineprotocol introduces Spine V2 to combine variable lending/fixed borrowing rates @AlliumLabs publishes global stablecoin report Did I miss anything? For more coverage of DeFi events + trends, check out @machinesmoneyA1!
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@DeriveXYZ Love to see it, maybe the biggest ever onchain option trade period
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Largest trade in Derive history just printed!
$130M+ BTC options structure:
• 500 BTC March 27 62k Put
• 1000 BTC March 27 65k Put
• 500 BTC March 27 68k Put
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@phtevenstrong And whatever is in here once we know haha x.com/glider_fi/stat…
Glider@glider_fi
A crypto portfolio earning 25% APR. It's unheard of. Anyways, we're dropping it this week. ⏳
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Gentlemen (and ladies), I'm on the hunt for new and interesting RWAs.
Please comment your recommendations below and I'll check them out and potentially write a thread about the most interesting ones.
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@phtevenstrong Haven't gotten too deep into it yet but @alturax is doing some pretty interesting stuff on Hyperliquid
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Permissionless + composable lending markets = the internet of credit
Anywhere in the world can create their own market, or join one managed by professionals
@kamino and @eulerfinance are doing this in addition to @Morpho
DeFi Andree@DeFi_Andree
Morpho’s vault data is quietly telling an interesting story. Over $10.5B in deposits, but the structure looks very different from traditional lending markets. Instead of one giant pool, you see multiple vaults curated by professional risk managers like @gauntlet_xyz, @SteakhouseFi, @SentoraHQ, and @SkyEcosystem. Each vault has its own risk profile, collateral exposure, and yield. This is a subtle but important shift. Protocols like Aave built lending with shared liquidity pools. @Morpho is turning lending into a marketplace of curated credit strategies. Stablecoins dominate the flows: $USDC, $USDT, $PYUSD, $USDS. And yields are mostly 3–6%, which increasingly looks like an on-chain version of money markets rather than yield farming. The interesting part is liquidity utilization. Some vaults hold hundreds of millions in deposits while a large share remains idle, meaning supply of stablecoin capital is already there. The real constraint now is borrow demand. In other words, DeFi doesn’t lack capital anymore. It lacks enough real credit demand to absorb it. That may be the real bottleneck now. The next winner in DeFi lending will likely be the protocol that turns idle stablecoin supply into durable borrowing demand.
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@chrisdyoreth @xStocksFi @krakenfx @talostrading Glad you like them! I track like 500+ defi projects so there are smaller ones in there for sure. Whenever I find a new one I just add it to the list
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@_exnihil0_ @xStocksFi @krakenfx @talostrading Love this kind of updates, are you also convering smaller projects?
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TL;DR - last week in DeFi:
- @xStocksFi and @krakenfx introduce xChange/xPort, bringing tokenized stocks to new ecosystems
- Institutions can access xChange via @talostrading as well
- Kraken Financial also became the first digital asset bank to get a Federal Reserve Master Account
- @OndoFinance becomes the first project to get Abu Dhabi approval for tokenized stocks
- @Visa and @Stablecoin announced they're expanding their stablecoin card to 100 countries
- @SuperstateInc is bringing IPO allocations to @Backpack users later in 2026 via "Opening Bell" feature
- NYSE parent company (ICE) invests in @okx at $25B valuation
- @circle launches Nanopayments testnet to power the M2M economy
- @gizatechxyz launches Giza Thoughts, where your agents tell you the rational behind their decisions
- @SteakhouseFi app launches, bringing all vaults from DeFi's leading curator in one place
And that's not even all -- full update (w/more context) below!
Machines & Money by A1@machinesmoneyA1
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Tomorrow at 5 PM UTC, we join @0xbury to talk about @virtuals_io
We'll get into:
🔹 The big vision: “Society of AI Agents” and Agentic GDP
🔸 The three core pillars: Agent Commerce Protocol, Butler, and Capital Markets
Don't miss it 👇
x.com/i/spaces/1pJdR…
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We didn’t need the government to tell us this.
We’ve been building compliant privacy infrastructure for 3+ years.
The Treasury is just catching up to what we already knew. Privacy is security. 🧙♂️
Cointelegraph@Cointelegraph
🇺🇸 NEW: The United States Department of the Treasury admits crypto mixers have legitimate privacy uses on public blockchains.
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