einser

@rata0x Frozen Arbitrum ETH are traceable Kelp/rsETH exploit proceeds, not North Korea’s property. Court may block them now, but final garnishment looks very weak.

Lazarus stole ~$292M from Kelp DAO. Arbitrum's Security Council froze 30,766 ETH (~$71M) the attacker routed through Arbitrum. The DAO then voted to redirect it to Aave's DeFi United fund to repay rsETH holders. North Korea terror-judgment creditors just got an SDNY order blocking the transfer, claiming the ETH for themselves. Let's get the facts straight: 1/ The funds belong to DeFi users — and they're easily traceable. 2/ They're controlled by Arbitrum DAO, not North Korea. If a burglar hides in your house, his creditors don't get to claim the house. Possession by a criminal ≠ ownership. North Korea runs legitimate business in many jurisdictions. Creditors should chase those assets — not innocent DeFi victims.

@D2_Finance @Main_St_Finance @HarryMarkopolos @business Deribit box spreads paying 12% steady APY? That is not a box spread, that is a mystery box. The numbers are not numbering

One more thing. You docs say msUSD is “always backed 1:1 with USDC, backing never deployed into any strategy.” Your risk disclosure says “options arbitrage and delta-neutral strategies employed to back msUSD.” These two statements cannot both be true at the same time. The actual stack: USDC deployed as margin → msUSD running options arb and delta-neutral on top → msY running levered box spreads on top of that The base layer is not stable. The yield layer is levered on something that is not stable. And the APY is a flat line. Three possible explanations. Leveraged well beyond 4x. Yield sourced from somewhere not disclosed. New deposits filling the gap for old depositors. None of them are good. @einser any color here? You seem to know better than whoever managing @Main_St_Finance account 🤣🤣🤣

hi @HarryMarkopolos, you may want to take a look: @Main_St_Finance claims 12% APY from CME box spreads. $47M in deposits. The strategy is the most transparent and verifiable trade in finance. So we verified it. What @business shows: 1. CME E-mini box spread rate: 2.79% 2. 3M US T-bill rate: 3.66% 3. Spread: negative 88bp. Box spreads yield BELOW Treasuries. 4. BOXX ($9.4B ETF, same strategy): 4.22% return, 0.70 Sharpe The leverage problem: 5. At their stated 4x max leverage, gross return = 0.15% 6. Net of 20% protocol fee = 0.12% 7. Returns go negative at 4.2x. No leverage multiple produces 12%. The variance problem: 8. Their APY chart shows a flat line at 12% 9. BOXX runs 0.49% annualized vol with a 0.70 Sharpe 10. At 4x leverage, vol scales to ~1.9%. A flat line is not a box spread. What is not disclosed: 11. No prime broker named 12. No clearing firm named 13. No execution venue identified 14. Smart contract is a proxy. Owner can disable sells. 15. Insurance fund and DAO multisig share the same address (0x0eAe...0858) Their own protocol docs authorize "retaining and redistributing yield" across periods to "stabilize returns." All data sourced from Bloomberg terminal and their own documentation.

@D2_Finance @HarryMarkopolos @Main_St_Finance @business They don´t do the BOX. They claim:"The strategy right now is primarily on Deribit and OTC box spreads on BTC. On Deribit there are no margin costs you're getting the margin from the risk engine bcause options premiums aren't paid on purchase but on settlement."

@cliffster genius work, very touching🥹

what could have been

@FuerojuzgoLex @cliffster One That Got Away (Hardtekk) by TOXiKK, BP Music, and Clav is a hard-techno/hardtekk remix released in early 2026

@cliffster Source for the song?

@autopools can you clarify what “indirect exposure to Resolv” refers to exactly? which vaults / strategies? can we get less umbrella wording and more specifics? which positions were actually touched?

Update: The Autopools have no exposure to USR. Last night, we reviewed all destinations and conducted preventative shutdowns of any destination that could have indirect exposure to Resolv as a precaution. All Autopools have no direct or indirect exposure to USR.

@yearnfi can you clarify what “potential indirect exposure” refers to exactly? which vaults / strategies? can we get less umbrella wording and more specifics? which positions were actually touched?

No Yearn vaults or strategies have direct exposure to Resolv's USR. Any strategies with potential indirect exposure have been de-allocated from. Due to current borrowing costs, yvUSD loopers are being de-levered as needed. We are continuing to monitor the situation closely.

@bbbb Vault moved 14.93 WETH into a cbBTC-backed Morpho market, then a borrower instantly pulled 59.37 WETH. Net: targeted liquidity shuffle to fund the borrow

hmm what etherscan.io/tx/0x02fb695cc…

@MEADGod Am 28., 24 Uhr, isch over

grey hair at 29 ist es over fur mich?

@realMaalouf Very likely Iran, strongest match: Falakeh Mojassameh Statue Roundabout, Abadan. The blue Persian+red Latin sign matches Bank Sepah (بانک سپه), an Iranian state bank. “Shik Center” is also listed at Falakeh Mojassameh opposite Municipality Park in Abadan, fitting storefront clues

BREAKING: Iranians are now tearing down statues of ayatollah Khamenei. Iranians are taking back their country.

@lithos_to Discord compromise: your “Matrica Verification” button is sending users to matrica.lol (not matrica.io). That looks like phishing.

Top 5 APR Pools on Lithos 1️⃣ WXPL / USDT0 (Concentrated) — 333.79% 2️⃣ WXPL / LITH — 83.54% 3️⃣ fBOMB / USDT0 — 48.59% 4️⃣ msUSD / USDe — 30.3% 5️⃣ WXPL / USDT0 (Basic Volatile) — 26.45% Add liquidity & earn from trading fees: lithos.to/pools

@StabilizerFi Zero-slippage constant-sum stables= risk relocation. If you always quote 1:1, then on a depeg the pool becomes a par exit and losses hit USDZ backing&protocol reserves (mint/burn rebalancing). You didn’t remove slippage. you turn it into a balance-sheet put.

Introducing $USDZ, the native #stablecoin of the Stabilizer ecosystem. $USDZ is a simple, permissionless ERC-20 that powers Stabilizer’s zero-slippage #AMM by acting as the internal settlement asset across all pools.

USDP.io Permisisonless Dollar exploited today: Expoiter uses a Balancer flash loan, triggers an upgrade, mints large amounts of USPD/cUSPD, dumps them into the Curve pool to pull out USDC, and repays the flash loan in the same tx

@ventures_bd Which exchange(s) are you using to short ETH?

@ventures_bd How can you avoid ADL (auto-deleveraging)?

@ventures_bd @erikhieubnb How does USPD maintain overcollateralization as ETH markets move, and what makes the stabilizer model so resilient? + Could you explain how the Yield Factor works and how stETH rewards flow into USPD holders?

💥💥AMA: The Dollar for the Decentralized Nation with #USPD! ✅USPD is a next-generation decentralized stablecoin built as public infrastructure for a sovereign digital economy. It delivers a fully crypto-native, censorship-resistant dollar with stability, transparency, and native yield without relying on traditional stablecoin models. 🗓Date: November 24 ⏰Time: 1 PM UTC ➡️Location: x.com/i/spaces/1dRKZ… 🎙Host: Lily, Representative of BD Ventures 🎤Guest: @MartinJFroehler, CEO of @USPD_io 🎁P/s: Giving away $50 USDT for the 5 best questions - Both under this post and during the AMA session. ⭐️⭐️How to participate: 1️⃣Follow @ventures_bd & @USPD_io 2️⃣Like, RT and Submit your questions under this post or ask them directly during the live AMA session. Whether you’re trading, building, or simply exploring the crypto world - This is your moment to level up. Don’t miss out! 🔥🔥

@ventures_bd @erikhieubnb What’s the main advantage of using stETH as the sole collateral asset for USPD right now? + How exactly does the redemption flow work, do users receive stETH or ETH when redeeming USPD?

@ventures_bd @erikhieubnb In an orderly but large ETH drawdown, what keeps the peg stable and liquidations smooth? + How does the Insurance Escrow support liquidations during volatile conditions?

@ventures_bd @erikhieubnb What is the role of cUSPD shares under the hood, and why did you choose a two-layer token design? + Which risk limits or alerts help the protocol respond to rapidly falling collateral ratios?