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dknugo
407 posts
@thedefivillain No significant spot accumulation last week (except Flow Traders): dune.com/queries/449824…
Mostly perps on shady Singaporean exchange.
CVD tells you the story as well
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I decided to buy some solana:megaA5QDK1qLXtjpvg9oCFMvxT9d5BCMrVTBddnM5kV today, and lock them for 3 months, I think we'll have a decent run
Yield looks juicy when no one talks about it
Check the dune in comments for more stats
MegaETH@megaeth
Introducing Flux: The Portal for KPI Rewards Over half of the MEGA supply has been locked behind performance and adoption targets for the network. As the network completes KPIs; tokens are distributed to committers. Flux is how you access them. [thread]
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@0xxbeacon Staking locked team and early investors tokens is a big mistake - Celestia vibes (even with locked rewards). 90% of TVL is just Ethena Ouroboros. Zero
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All the TL shitting on MegaETH because the price has been down only since the TGE. Regardless of whether the arguments are true or not, if we get a bounce for any reason (even macro), everyone will turn bullish again. It’s been like this since the very first listing of Bitcoin.
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@DefiIgnas Doesn’t make sense to look at MORPHO / AAVE chart. Morpho price is skewed by market maker (even before AAVE drama).
STABLE / BTC chart looks weird as well. Does it mean that STABLE is the future of finance? 😉
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I calculated recent revenue from volatility and adjusted it to value-receiving m.cap.
What I found out:
$YB made ~x100 revenue per $1 of revenue-receiving token m.cap vs. $HYPE [30 jan - 4 feb period]
If we take
- official $HYPE circulation from Coingecko, which doesn't include team tokens staked in validators that anyway receive value from buybacks.
- all circulating $YB (including those not locked in veYB that don't receive any revenue),
- it would be 30x
Details:
- @HyperliquidX earned $14.43M revenue for $HYPE token holders
- @yieldbasis earned $0.794M revenue for $YB holders (locked to veYB)
- Revenue: 0.974M/14.43M =0.0675 (or 6.75%), while value-receiving m.cap ratio is YB/HYPE = ~0.0007 (or 0.07%)
Value receiving m.caps:
- $YB: $10.78M (only veYB locked tokens receive revenue)
- $HYPE ~$15B (accounting all staked tokens to validators, incl team ones, since all these tokens receive value from buybacks)
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After this announcement Yappers unstaked ~1M of KAITO. Not much
Nikita Bier@nikitabier
We are revising our developer API policies: We will no longer allow apps that reward users for posting on X (aka “infofi”). This has led to a tremendous amount of AI slop & reply spam on the platform. We have revoked API access from these apps, so your X experience should start improving soon (once the bots realize they’re not getting paid anymore). If your developer account was terminated, please reach out and we will assist in transitioning your business to Threads and Bluesky.
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@DeFi_Andree @pendle_fi @Rightsideonly @PendleIntern @tn_pendle Pendle ve-locked ATH was in mid December. Now it's down a bit. Coincidentally FDV hit the lowest level since Jan 2024
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Pendle vePENDLE locked supply just hit ATH, around ~$60–70M.
Locking ve is a long term decision. Conviction is shifting into a more durable mode.
The more ve gets locked, the less voting power is left floating.
On Pendle, voting power = directing incentives = pulling liquidity.
More tokens in escrow → thinner circulating supply → lighter sell pressure, while demand for vote power keeps rising.
PENDLE!!!
data: @artemis
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@Tetranode Extra fees on Curve provide little benefit for Curve DAO (just small increase of trading volume on crvUSD pools + YB bribes). Moreover @yieldbasis has negative earnings: even after fee switch revenue is less than YB emissions. Too early to announce PMF
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dknugo retweetledi
Venus X, powered by Fluid.
The most advanced money market and DEX on @BNBCHAIN with @VenusProtocol.
Coming Q1 2026.
Venus Protocol@VenusProtocol
We’re building Venus X with @0xfluid 🌊 Proud to bring the latest in lending innovation to @BNBCHAIN — announced at #BinanceBlockchainWeek
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@HaowiWang @cmdefi @0xfluid Now it includes all pools on Curve, including YB pools. Only tokens listed on Coingecko are taken into account. You can check detailed stats here: dune.com/dknugo/dex-met…
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@blocmates Pls remove ZRO from this list. They didn't buy back from revenue. It was one-time repurchase of early investors. ZRO buybacks from revenue are tiny and can be tracked here: layerzero.foundation/zro-buybacks
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@Crypto_McKenna People tend to be optimistic about future demand and ignore potential supply overhang. If we take into account only actual on-chain unlocks then it makes sense to ignore potential future demand from DATs and decrease pro-forma revenue due to competition
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Some back of the envelope calculations on the first Hyperliquid core contributors unlock:
> 2.6M HYPE distributed w/ 41.89% restaked by Hyperlabs and team members
> 23.42% of the unlock was sent to Flowdesk and 34.69% remains as spot HYPE on HyperCore
> If we look at 2026 buy pressure based on last 30D revenue and Hyperliquid Strategies coming purchases we get $2.14Bn in inflows
> If we assume OTC these tokens are sold and all of the spot tokens on HyperCore are sold then this equates to $598M in sell pressure
> As you can see the delta between the AF and coming DAT purchases assuming worst possible case for unstaked tokens then buy pressure would be $1.54Bn for 2026
> Note as price increases the delta reduces but at these prices remains heavily positive. Even if HYPE doubles in price would still see $936M in inflows.
Risk is not core contributor selling pressure but compression of revenue and expanding float. However, as laid out in the Arete Capital Hyperliquid Thesis we expect revenue to expand with HIP-3, aligned stablecoins and builder code propagation.
Equally given it's growth in 2025 the multiple Hyperliquid continues to trade at is still extremely low in contrast to it's competitors being Robinhood and Coinbase.
$HYPE
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@Defi_Maestro @YuzuMoneyX The founder of this project soft rugged 2 years ago raising $350k by NFT mint. Are you sure you want to promote him?
x.com/OuroborosCap8/…
Ouroboros Capital / yuzu.money@OuroborosCap8
Ouroboros Lifetime Access Pass NFT WL mint ends in ~16 hours with the Public Mint starting thereafter. Here are some stats so far and what we'll be building/releasing. Ask in our Public TG if you have questions. Ouroboros Lifetime Access Pass WL Mint Stats - 350 minted - 5 NFTs: 30 - 4 NFTs: 6 - 3 NFTs: 11 - 2 NFTs: 18 - 1 NFT: 107 Included in the Access Pass from Day 1: - Early access to all Ouroboros research content - Bots to monitor on-chain flow of Ouroboros high conviction ideas - TG channel aggregating crypto newsflow - Venture access for multiple NFT holders - Weekly AMA w Ouroboros - Private AMAs w special guests/founders Work-in-Progress: - Daily commentary of top on-chain tokens - Proprietary market depth dashboard - Governance screener
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Pretty nifty feature from @YuzuMoneyX
The Asset Whitelist allows users to see which venues their funds are allowed to flow towards.
Seems to be a much needed feature especially across the various vault protocols.
Yuzu Money 🍋@YuzuMoneyX
Recent events highlight the risk of curated yield strategies being a blackbox. You deposit, a strategist “does their thing,” and you’re left guessing what’s behind the APY. Yuzu Money will be the first to change that. We're introducing Asset Whitelist - a live, transparent view of what sits within our mandate.
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some interesting finds on the defillama P/S ratio dash
ORE 0.69
Meteora 2.71
Inverse 2.87
Spark 2.91
Velora 3.09
Usual 3.17
Jupiter 3.27
Gains 3.31
Cowswap 3.37
Pump 3.45
Hyperliquid 7.64
everyone talks about how cheap hyperliquid is from P/S pov - but there's even cheaper
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@sandeepnailwal Utility > Name. Create utility and demand for your token. Rebranding will not help to restore confidence
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Thought Experiment:
Time and again, I keep hearing from folks in the Polygon trading community that MATIC was a far stronger and more familiar ticker — it had history, recognition, and stuck in people’s minds.
So here’s an honest question: should we ask exchanges to revert just the ticker back to MATIC?
My stance so far has been: it’s too much churn. We migrated to POL, let’s stick to it — enough people know it now, specially on CT.
But the counter-argument I keep getting is: “the guy in the Philippines running a sari-sari store, or an Uber driver in Dubai, knew MATIC… and now he has no idea where it went.” And that, projects shouldn’t be making decisions based on what CT thinks — it represents <5% of total crypto trading population.
I’m genuinely curious what the broader community thinks, because this feedback keeps coming up. No guarantees that exchanges would even agree to a revert — but who knows, it might be a trivial update on their end.
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@StakeDAOHQ @NaveenCypto Yeah, sdPENDLE is the only liquid wrapper that increased its relative share. Congrats guys! How is your peg management approach different to Penpie and Equilibria?
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Trust on vePENDLE has been increasing consistently inspite of Token price being down.
Total vePENDLE locked up only.
Data - @dknugo
$PENDLE
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