Deepcryptodive.eth 🏴‍☠️⟠

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Deepcryptodive.eth 🏴‍☠️⟠

Deepcryptodive.eth 🏴‍☠️⟠

@deepcryptodive

Risk Curation @kpk_io 🌱 Science / biotech PhD nerd 🤓 Defipunk ⟠ opinions are my own

🌍 Katılım Mart 2020
775 Takip Edilen3.8K Takipçiler
JerryTheKid
JerryTheKid@jerrythekid·
@deepcryptodive me too ! why ? because the market is wrong xD ⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠⟠
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Deepcryptodive.eth 🏴‍☠️⟠
Bought more ETH @ $2190 ea Why? The EMA 5/50 daily crossed bullish yesterday. And today's candle went below it, but hasn't broken it. Historically, this pattern has a very high win rate on a monthly or quarterly timeframe. i.e. 80% chances we are trading higher one month from now. And the tighter the gap when it survives, the better it's performed. Small sample, but I like the entry 🤓 NFA
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Deepcryptodive.eth 🏴‍☠️⟠@deepcryptodive

Bought more ETH @ $1835 ea Already down 1%🫡

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tokenbrice.eth (🐜,🔍)
Imagine the level of lobotimization we have gone through to read "RWA-backed" and "DeFi" in the same sentence and not immeditately go "WTF girl?! go back to TradFi plz" Onchain CeFi can be useful, but the line blurrying with DeFi gotta stop TradFi distribution rails ≠ DeFi
Sonya Kim@sonyasunkim

x.com/i/article/2034…

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Leuts.eth
Leuts.eth@A_Leutenegger·
Another $6 million of the EF's secured by their own deposits. Any depositor over a reasonable threshold in the @SteakhouseFi @Morpho vaults has the right to veto a change to the vault or exit using @AragonProject. This is how you reduce counter-party risk programatically.
Ethereum Foundation@ethereumfndn

0/ The Ethereum Foundation continues to explore DeFi as part of its treasury strategy. In Oct 2025, EF deployed 2,400 ETH + ~$6M in stablecoins into @Morpho Vaults V1. x.com/ethereumfndn/s… Today: another 3,400 ETH into Morpho, where 1,000 ETH in Morpho Vaults V2. Why Morpho? 👇

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Bojan
Bojan@bjnpck·
Crypto is so dead. All the yappers have left. Looking forward to Cannes. ⛵ If you wanna talk about: - Sustainable yield - Unfreezable stablecoins - How to get banned by Revolut - Which crypto cards make sense Or just wanna euromaxx like a proper balkaner, hit me up.
BANGER@BANGER_so

Where are all the yappers? The @KaitoAI leaderboard finally looks like it should. Real users. Real builders. Nature is healing.

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Deepcryptodive.eth 🏴‍☠️⟠
@hocilef @Morpho Pretty simple > prices go up > people borrow (more) against their assets > borrow rates increase There was also a decrease in stablecoin lending supply. The @katana Vault Bridge TVL went down by $200M this week, but haven't looked into it in much detail
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Deepcryptodive.eth 🏴‍☠️⟠
Side effect of ETH (finally) pumping a bit? Yields on @Morpho also go up 🔥 Even our safest kpk Prime vaults are printing >5% for ETH and USDC 🙏
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Deepcryptodive.eth 🏴‍☠️⟠
Sure, larger vaults are less liquid by default because you take more market share, and most lending markets target 90% utilisation (so only ~10% is liquid when you're the dominant supplier). But saying that it's just about size is a massive oversimplification. Active management makes a real difference for liquidity. You can do things like self-limiting exposure per market and actively reallocating before utilisation spikes. Size just amplifies both good and bad decisions. (not accusing Steakhouse of the latter btw, you guys typically do a great job)
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Sébastien Derivaux
Sébastien Derivaux@SebVentures·
@DeFi_Dad @kpk_io There is nothing magic. If you have xM in either vault, your liquidty will be more or less the same. Kpk vault is just the smallest. Our V2 prime instant is 100% liquid because it’s small (not as small as KPK one). Let’s not lie to people for a few $$.
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DeFi Dad ⟠ defidad.eth
I was surprised to learn this, as it would impact where I'd deploy stablecoin liquidity. Personally, I need near 100% instant liquidity in these market conditions. Atomic liquidity = % of vault deposits that can be withdrawn instantly @kpk_io USDC Prime ($7M): 100% Yearn OEV USDC ($786k): 92-100% Gauntlet USDC Prime ($126M): 32-62% Steakhouse USDC ($170M): 42-69% No shade to any vaults offering less instant liquidity, as we often see higher yield associated with these vaults but assuming all things held equal, I'd prioritize instant liquidity over higher yield.
Deepcryptodive.eth 🏴‍☠️⟠@deepcryptodive

x.com/i/article/2033…

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Aubree
Aubree@hiaubree·
In Cannes early for @EthCC? Here's a cheat sheet for getting around the South of France on a budget: trains, buses, ferries, apps, prices, everything! 🇫🇷🧵
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Deepcryptodive.eth 🏴‍☠️⟠ retweetledi
Mo
Mo@atmoio·
AI is making CEOs delusional
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rostyk.eth
rostyk.eth@rostyketh·
Suddenly whenever price go up you see influencers starting to cheerleader ETH again Whenever price will go down, they will be back to shitting on ETH & EF, QT ETH sells by V and EF, etc This is the playbook every influencer play to stay relevant
Ignas | DeFi@DefiIgnas

You don't need to read for long to feel bullish about the new EF mandate. Literally in the first page EF frames $ETH as self-sovereign "store of value and money" in an environment where "one’s money arbitrarily inflated away, frozen or simply expropriated are so high." That's Bitcoin's territory. It's the opposite to their previous infinite garden slop. Moneyness is the highest status an L1 token can reach. Only BTC has any claim to it today. No other L1 besides ETH has a chance at it right now. Because if L1 teams decided to 'retire', their chains would die. Ethereum is still at risk of it today. That's why their "walkaway test" with a "thousand-year horizon" is strong goal: EF wants Ethereum to keep running if the Foundation disappears. Same as BTC.. or gold. I feel like I'm opening a Pandora box once again comparing BTC vs ETH when it comes to money, but if they achieve their CROPS framework goals, ETH would be da best money. The second weakest point is their claims on privacy. both BTC and ETH are open by design. Ray Dalio even said that central banks won't buy BTC because BTC lacks privacy and it won't be fixed, ever. Ethereum's isn't any different today. But it can, and will change. Privacy is also a key selling point for multiple new corpo-slop L1s and I'd love ETH to kick their asses. Overall, ETH doesn't need to compete with other chains by fees spent, transaction speed etc. Other chains will win against Ethereum in this competition. But other L1s can't compete with ETH when it comes to Censorship resistance, security, and moneyness factor. Add privacy and we have a jackpot. This is the highest upside game IMHO.

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pika2zero
pika2zero@ruggedpikachu·
@deepcryptodive @BungeeExchange I think Zach may be able to do it but not like your friend or customers when you want to pay them 100 bucks without them knowing your entire wallet history and balance
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pika2zero
pika2zero@ruggedpikachu·
Bungees Incognito mode is pretty cool. Lets you send ETH or even USDC anonymously between your wallets. Leaving no onchain link. I read up how it works and its like a normal swap, but instead of routing onchain your deposit gets sent to a CEX (through houdini swap) and then deposited to your second wallet via said CEX. Leaving no onchain links between your wallets. The swap is done offchain. Sounds cool, better than any mixer or anything like that. Will have to test it.
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samczsun
samczsun@samczsun·
crypto will have truly matured when we can stop using telegram
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