Lars Rensing

@litocoen I disagree, you quoting “any” from a third party, while yo looked at the T&C of Resolv themselves. Which clearly state only losses on the collateral pool.

i like YO and understand the motive here but i strongly disagree with this take RLP was clearly designed as a junior tranche to protect the $USR peg against *any* losses the mechanism was conceived precisely to make lending markets comfortable with the risk of listing

@TiffanyFong @grok @inversebrah ratio applied

@grok FUUUUUUUCK!!!! 😩

hey @grok remove the retard

Strategic Raise Closed We’re excited to announce that SectorOne has closed a strategic raise led by @tulipacapital, with participation from @0xbloquegenesis. This funding will accelerate SectorOne’s go-to-market on @megaeth, hand in hand with strong partners that not only provide capital but also management and curation services needed to bring SectorOne to the top.

Tulipa Capital and Invariant Capital Sign Agreement for Strategic & Operational Merger Netherlands, 24 December 2025 — Tulipa Capital and Invariant Capital today announced that they have signed an agreement to merge key elements of their deployment frameworks and intellectual capital. The merger is intended to strengthen how capital is deployed, curated, and risk-managed across decentralized finance. Tulipa Capital is a DeFi-native operation with a long history of deploying capital and participating directly in on-chain markets across multiple market cycles. Tulipa Capital emphasizes disciplined strategy selection, risk awareness, and hands-on operational execution over headline yield-chasing. Invariant Capital is the crypto asset manager arm of Invariant Group, focused on active capital deployment and structured yield strategies, with experience spanning strategy design, trading, and on-chain execution across decentralized markets. Under the agreement, frameworks, processes, and intellectual capital from Invariant Capital will be brought into Tulipa Capital, enhancing how strategies are designed, reviewed, and executed within Tulipa Capital’s existing infrastructure. As part of the transaction, Invariant Capital founder @CryptoKotler will join Tulipa Capital as Chief Investment Officer, responsible for coordination of strategy design, capital deployment, and ongoing risk-aware execution. “This agreement formalizes a shared approach to disciplined deployment in DeFi,” said @l_rensing of Tulipa Capital. “By combining Tulipa Capital’s disciplined, risk-aware approach with the structured deployment experience of Invariant Capital, we strengthen our ability to construct, assess, and execute strategies with rigor and consistency across market environments.” “This strategic and operational merger reflects a shared commitment to disciplined capital deployment,” said @CryptoKotler, Founder of Invariant Capital. “Under this agreement, we will operate within a framework that emphasizes robust process, explicit risk boundaries, and durable participation in decentralized finance.” Following the agreement, Tulipa Capital will continue deploying capital using conservative assumptions, clear risk boundaries, and a strong bias toward protecting downside while selectively expanding the depth and scope of curated strategies.

@BambouClub @DeriveXYZ If you coordinate with the team, they can get MM ready.

I’m excited to share what we’ve been working on at Protokol: the launch of our new venture, Provenant. Provenant was created to deliver purpose-built DPP solutions and is the culmination of years of hard work from the Protokol team. I’m so proud of what we’ve achieved. Follow us:

Don’t forget this whole mess started with Maple. They allegedly broke the exclusivity agreement by secretly building syrupBTC and working with other platforms while still partnered with Core. The judge clearly saw enough merit in the breach claim to grant the injunction blocking the launch and any CORE dealings until arbitration; otherwise it wouldn’t have happened. Their docs were also unclear on the real risks: everyone was told principals were protected, but users still ended up with direct Core exposure.

I somehow initially missed the biggest takeaway from all this: how important self custody is for OTC trades. Verifiable collateral, transparent margin, instant settlement, 0 credit risk. Can’t just back out of a done deal, like Core is seemingly doing here

My advice to 20 yo yield farmers as a 30 yo yield farmer 1. Yields are about long term holds, unless you are airdrop farming, don't speculate on them and chase new shiny assets. 2. Understand the asset, it's backing, its redemption mechanism and DD the issuer. If you can't, don't touch it. 3. If you still want to speculate on the yield of an asset, buy @pendle_fi YTs. 4. Oracles are your best-friends, having reserve oracles on your strategies makes surviving 10X easier. Read about oracles in depth here: x.com/GearboxProtoco… 5. Check the Interest Rate curve. Check at what utilisation it'll be more expensive to borrow than the underlying yield you get paid. 6. Check the liquidity of the asset you want to farm and the routes the protocol has available. You don't want to get stuck on an illiquid asset. This also decides your slippage, which can cost months of yield. 7. If airdrop farming, check with the project if they'll have varying terms for the farmers. You don't want to pay borrow costs and then be left with a lot less than you expected. 8. Don't farm with your entire stack. Even the best of assets depeg, keep some to add to your stack later. 9. Don't leverage farm assets below 88 LTV with more than 50% of max leverage. (especially without fundamental oracles) 10. Don't leverage farm unless your APY is at least 2.5X of the underlying asset with leverage. 11. Lend part of your stack. You wont have to actively manage this and will be able to focus on your main farms much better. 12. Always compare projected vs. realized returns after gas, borrow, and slippage. 13. Stay in touch with your curator, check what changes they are planning and adjust accordingly. Curator channels are live on Gearbox.

@Aravindxbt @0xlawlol He moved 3x megaeth allo to binance and some hundreds to rainbet

@l_rensing @0xlawlol 👀

Never stop farming #Monad

@Cbb0fe @tradexyz Good luck when you are setup to understand anything on the UI/UX. You always feel lost

Spent hours trying to set up an IBKR account. Still not done. This shit is fucking complex. Everything looks so OUTDATED. From funding the account to the stupid UI. Hyperliquid has a golden opportunity to grab market share in tradfi. Fading @tradexyz would be terrible idea.

Bold Szn

@Galois_Capital @cjhtech @EvgenyGaevoy @UpOnlyTV episode idea ^

I would be very entertained to watch a 1 hour show where @cjhtech expains onchain MM strategies and concentrated liquidity to @EvgenyGaevoy but Evgeny can’t say anything back and just has to sit there and listen.

Guy who doesn’t know the difference between trading and market making lol. Dude just dumped when price was high and rebought when it dumped and called it market making 😂

Proud to be featured in @Visa's new whitepaper on stablecoin lending. The report uncovers major growth in onchain lending, processing over half a trillion in loans to date. See how we’re making working capital accessible through programmable finance here: corporate.visa.com/content/dam/VC…

@BambouClub false flag indeed

@BambouClub Best QoL upgrade ever