DeFi Dad ⟠ defidad.eth (@DeFi_Dad) - Twitter Profili

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🎙️ New @Edge_Pod 🤗 Why Onchain Options Are Finally Working: Derive's 90% Market Share and What's Next? 0:00 - Intro 2:27 - Betting on onchain options in 2021 4:10 - Largest onchain options exchange 5:28 - Building “the infinite payoff factory” 11:59 - Why they never pivoted to perps 14:00 - The inflection point 16:37 - How RFQ works for size 18:04 - Yieldmageddon 22:19 - Vaults to be built on Derive 24:17 - Is there an LP pool-style product? 25:17 - From Lyra's AMM to Derive's CLOB 28:20 - What markets are live today? 29:09 - Which networks Derive supports 30:26 - HYPE options driving new growth 31:36 - What if HL launched options? 35:53 - Options have strong network effects 39:17 - RWA options markets coming 44:14 - Who trades on Derive? 46:13 - Growth charts 48:43 - Why options are countercyclical 51:09 - All value flows to DRV 55:08 - Synthetix’s acquisition proposal 57:43 - How big can Derive get? 1:00:27 - What's next? 1:02:03 - Closing 🙏 Thanks to @DeriveXYZ CoFounder & CEO @itseneff for joining us!

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Derive.xyz@DeriveXYZ·4h

Options don't have to be complicated. The Derive Strategy Builder walks you through every step, from market outlook to execution. Try it: app.derive.xyz/trade/rfq

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DeFi Dad ⟠ defidad.eth@DeFi_Dad·3h

@Nomaticcap @DeriveXYZ

GIF

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Nomatic@Nomaticcap·4h

@DeriveXYZ Hey @DeFi_Dad they built options for dummies for us

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Nomatic@Nomaticcap·11h

x.com/i/article/2039…

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DeFi Dad ⟠ defidad.eth@DeFi_Dad·13h

Note: We're also grateful @alturax just became a sponsor on The @Edge_Pod.

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DeFi Dad ⟠ defidad.eth@DeFi_Dad·13h

For more of the story on @alturax, there's a full writeup just published today by @Cointelegraph. cointelegraph.com/news/ex-fideli…

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DeFi Dad ⟠ defidad.eth@DeFi_Dad·13h

If you noticed this @alturax LP yield on @pendle_fi above 31% APY, this is a part of the RWA yield behind that juicy yield (gold arbitrage). Happy the team's now released a real-time dash by @Aurellion_Labs to map out what happens to generate this AVLT yield! 🔗 app.pendle.finance/trade/pools/0x…

Altura@alturax

Altura's physical gold arbitrage strategy is now verifiable, onchain. We've launched a real-time dashboard on @Aurellion_Labs for our RWA proof of reserves. Here's how to trace every dollar publicly 🦉

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Altura@alturax·15h

185kg of gold $28M+ in lifetime volume Altura turned institutional commodities trading into a yield-generating strategy for stablecoins. Now, we've open-sourced our proof of reserves. @Cointelegraph tells the story about why this matters in today's market.

Altura@alturax

Altura's physical gold arbitrage strategy is now verifiable, onchain. We've launched a real-time dashboard on @Aurellion_Labs for our RWA proof of reserves. Here's how to trace every dollar publicly 🦉

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DeFi Dad ⟠ defidad.eth@DeFi_Dad·14h

When you lend to a vault, there's a high probability you are exposed to a protocol or asset you're not aware of, thanks to the way lending works across the spider web of vaults available on Morpho. This new insurance-like product protects vault deposits, by collecting/streaming a portion of the yield to pay off the premium. A covered vault, with a self-paying premium, all-in-one. No need to quote the premium to protect your deposit, then go buy the cover--it's all in the same interface on @OpenCover, powered by @NexusMutual. For example, want to earn 6.18% APY in a WBTC vault with @superformxyz? The cover fee is 3.35% and so you net 2.83% APY in this example but you sleep at night knowing you're protected against common risks that show up at the worst times in DeFi. Want to earn 7.33% net APY with @SteakhouseFi AUSD Turbo vault? Just buy the Covered Vault on @OpenCover and you're technically earning 10.16% APY but streaming 2.83% to pay the cover for protection. Some will bitch about the loss of yield in exchange for paying the cover, but if you've lived through the last few months of exploits, this should be a wake up call. Losing 200-300 basis points to collect these yields is worth it. 🛡️ opencover.com/vaults/ We talked about these self-paying coverage products years ago, but it's amazing to see it launch thanks to these teams, and pioneering work/leadership over the years by @HughKarp.

OpenCover@OpenCover

x.com/i/article/2039…

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DeFi Dad ⟠ defidad.eth@DeFi_Dad·14h

If you've been meaning to catch up on the hype behind @ether_fi Cash Visa card to spend (or borrow) against collateral in an onchain vault, @Nomaticcap wrote up how he's adopted this to replace his bank accounts. 📰 Read in The Edge Newsletter: the-edge.xyz/p/etherfi-buil…

Nomatic@Nomaticcap

I've put my business on @ether_fi Cash rails. So far, it honestly feels like financial magic. Using yield bearing collateral to fund real world expenses. I wrote all about my experience in the post below 👇

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DeFi Dad ⟠ defidad.eth@DeFi_Dad·14h

“$iREET is a synthetic representation of real estate. It is attached to the value of actual buildings, with actual tenants, generating actual rental income for the protocol.” I know this stuff is risky and new but having met the @Raacfi team before, I can’t help but be excited for products like this to grow onchain. Read more below! 👋 DYOR, NFA, I am not invested in RAAC.

RAAC@Raacfi

x.com/i/article/2039…

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DeFi Dad ⟠ defidad.eth@DeFi_Dad·14h

More sky high $pmUSD yield 🌽

RAAC@Raacfi

GM FARMERS🧑‍🌾 New baby, EthCC, dislocated shoulder... intense week for the RAAC team, but the yields don't stop! $pmUSD is still a top DeFi stablecoin farming opportunity 👀 @beefyfinance is starting the week strong 👇 app.beefy.com

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DeFi Dad ⟠ defidad.eth@DeFi_Dad·15h

With @Katana's ve(3,3) tokenomics, there are 3 forms of KAT. + KAT = plain governance token + vKAT = staked KAT to vote on weekly emissions* + avKAT = auto-compounding, yield-bearing, ERC20 *With vKAT, you can manually vote each week or set to "Auto" for highest yield pools.

DeFi Dad ⟠ defidad.eth@DeFi_Dad

🎙️ New @Edge_Pod ⚔️ Why @Katana Is Not An L2, It's A DeFi Super App 0:00 - Intro 2:04- Matthew’s background in DeFi 6:24 - Katana’s origin story 10:25 - vbAssets, why yield goes to participants 12:00 - How Vault Bridge works with Morpho 17:38 - Vitalik L2 comments and Eth alignment 21:50 - How Katana can win over users 25:12 - IDEX acquisition and @katanaperps 28:06 - 5 revenue-generating businesses 30:55 - Built for retail and institutions 32:51 - ve(3,3) flywheel at the network level 44:35 - KAT vs vKAT vs avKAT 48:08 - OKX and Binance programs 52:29 - Endgame to tap into fintech liquidity 54:32 - Why Katana is aligned with Polygon 59:20 - What Matthew is most excited for 1:01:26 - Closing 🙏 Thanks to @katana CEO @mfisher10x for joining us!

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DeFi Dad ⟠ defidad.eth@DeFi_Dad·15h

Super low borrow rates for @Morpho on @katana Get paid 2.34% to borrow vbUSDT against vbWBTC or get paid 3% to borrow vbUSDT against vbETH. 🦋 app.morpho.org/markets?chains…

Matthew Fisher@mfisher10x

@DeFi_Dad @aave Less than 1% on Katana for those willing to bridge over

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DeFi Dad ⟠ defidad.eth@DeFi_Dad·16h

You don't need a bank anymore. Just @ether_fi Cash 👊

Nomatic@Nomaticcap

I've put my business on @ether_fi Cash rails. So far, it honestly feels like financial magic. Using yield bearing collateral to fund real world expenses. I wrote all about my experience in the post below 👇

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DeFi Dad ⟠ defidad.eth@DeFi_Dad·16h

If you are looking to migrate loans from Aave V3 or another platform, @DeFiSaver has you covered! x.com/DeFiSaver/stat…

DeFi Saver@DeFiSaver

Support for Aave V4 is now live at DeFi Saver. Having supported Aave since V1 in 2020, and having integrated both V2 and V3 on launch days, we're thrilled to go live with the next major version of DeFi's most popular lending protocol. Congratulations on the launch @Aave! 👻

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DeFi Dad ⟠ defidad.eth@DeFi_Dad·16h

Still very limited liquidity on @aave V4 having just launched but if you are a small humble farmer, looking to borrow these stablecoins for less than 2%, it's there. 👻 pro.aave.com/explore/borrow

Aave@aave

Aave V4 is now live on @ethereum.

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DeFi Dad ⟠ defidad.eth@DeFi_Dad·16h

@aave @ethereum Whoever did the video edit here, you are a 🌟

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Aave@aave·3d

Aave V4 is now live on @ethereum.

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DeFi Dad ⟠ defidad.eth@DeFi_Dad·17h

USDC lenders are earning 9.38% APY on @3janexyz. In order to open a credit line, borrowers must first prove they have ~5x the collateral onchain and/or in TradFi accounts. However, borrowers lock up no collateral. To protect lenders and ensure the highest probability of payback, borrowers must sign legally enforceable contracts to open a credit line, after proving they have collateral to pay back loans using zkTLS. I do not know how long this process will exist as is. For now, borrowers must reveal themselves to open an unsecured line of credit but lenders can permissionlessly lend USDC. + The pool of capital to lend out is $16.1M. + The pool is 48% utilized, with $7.8M borrowed. + Avg Vantage Score among borrowers is 781/850. + Total Value Verified (TVV) is total deployed to Aave ($8.3M idle capital) plus credit line backing including DeFi + bank assets held by borrowers. + Borrowers are required to make monthly payments, so this mirrors more of a TradFi credit line experience onchain, and not the Aave/Morpho UX where you can technically not pay back your debt as long as you maintain a healthy LTV. 👉 app.3jane.xyz/supply Note: I am a seed investor and early user in @3janexyz.

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DeFi Dad ⟠ defidad.eth retweetledi

Matthew Fisher@mfisher10x·17h

Great time talking DeFi with two of the best, thanks for having me @DeFi_Dad @Nomaticcap 🤝

DeFi Dad ⟠ defidad.eth@DeFi_Dad

🎙️ New @Edge_Pod ⚔️ Why @Katana Is Not An L2, It's A DeFi Super App 0:00 - Intro 2:04- Matthew’s background in DeFi 6:24 - Katana’s origin story 10:25 - vbAssets, why yield goes to participants 12:00 - How Vault Bridge works with Morpho 17:38 - Vitalik L2 comments and Eth alignment 21:50 - How Katana can win over users 25:12 - IDEX acquisition and @katanaperps 28:06 - 5 revenue-generating businesses 30:55 - Built for retail and institutions 32:51 - ve(3,3) flywheel at the network level 44:35 - KAT vs vKAT vs avKAT 48:08 - OKX and Binance programs 52:29 - Endgame to tap into fintech liquidity 54:32 - Why Katana is aligned with Polygon 59:20 - What Matthew is most excited for 1:01:26 - Closing 🙏 Thanks to @katana CEO @mfisher10x for joining us!

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DeFi Dad ⟠ defidad.eth

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