logipunk.eth 🦇🔊🐷

so i vibe coded this alchemix simulator , was wondering if the mumbers look legit based on today redemption rate and vault APY , it runned with alUSDC on 80% LTV @AlchemixFi any input would be greatly appreciated this tool runs locally , so i dont have a way to share it , but if there is an interest i will do my best

@AlchemixFi @scupytrooples @DeFi_Dad i have seen it , just my 50 year old farty brain cannot compile this info with all those deltas and pi ..... and it doesn't takes into account of my holdings ...... but thank you anyway , i will try to figure it out 😅

@logipunk @scupytrooples @DeFi_Dad We have a looping simulator right in the ui in the Visualizer tab, which might help.

@scupytrooples @AlchemixFi qq: i am trying to build a simulator for borrowing and looping on your platform to help me understand the system , do you have anything you can share, like a looping simulation you mentioned on the @DeFi_Dad podcast .... especially how yield interacts with redemptions over time

@Ceazor7 @AlchemixFi so when you lock your capital , but you want to keep it locked again for another 12 weeks, do you have to re-opt in ? or you can just leave it in transmuter ?

Do you know what a bond is? In the simplest terms. It's a timed locked lending of money for more money in the future. There have been many complex bond systems in DeFI. but never have i seen one so simple as the one at @AlchemixFi Thing is they dont call it a bond, nor does it look like a bond. But it certainly acts like one. When $alUSD is below peg. You can take advantage of it to get ~8.49%? - buy alUSD (what im calling the bond here) - stake it in the fixed yeild (aka transmuter) - wait 12 weeks (you can exit early with haircut) - claim USDC 1:1 of the deposited alUSD. I do have a video of this system in full in my Selects page and a link to my ref link Dont forget to press "Submit" alchemix.fi/points?referre… Get that juice.

you with me ...

@scupytrooples ser , what is your play on 11% , asking for claude code :D

hey fam, I'm earning 5.6% on my collateral, paying 0% interest and earning 11% on my debt, and having my debt self-repaying gradually over time.

@DeFi_Dad @AlchemixFi working on it

I implore you to look into @AlchemixFi V3

live strategy snapshot

1st @AlchemixFi transaction 🤙

safe wallet is setup ...... ready to mingle, piggyfi is coming for @AlchemixFi 😁

@Ov3rKoalafied @AlchemixFi well ser , i guess this is exactly what i was chatting about with llm yesterday , and build out this model.....ill follow to see how you do

I'mma track and update my @AlchemixFi v3 position alUSD position each month. Typically will deposit around $8k and take a 90% LTV loan. Month 1, deposit 8k mint 7200 alUSD sold for $7061 USDC Collateral = $8k Debt = 7200 Reported Yield Rate = 5.7% APR Net Value = $800 USDC

@Optimism @AlchemixFi , we are ready to cook

Alchemix v3 is now live on OP Mainnet. The release introduces Mix-Yield Tokens, a Fixed-Duration Transmuter, and 90% LTV vaults.

guess what we are cooking at piggyfi

Over 10 billion miles driven on FSD Supervised tesla.com/fsd/safety

%10 from a deposit , and he calls it a DUST

looking better each day ......

whats cooking today you may ask? \ Todays task : 🍳 Quick fixes (~30 min each): 1. deployedAmount auto-bump bug — currently deposit_more / add_position / increase don't update strategies.deployedAmount after success. Available math drifts. Existing pattern from supply_aave to copy. Clean little win. I would realy want to rely on onchain data to be honest , our walet holdings should be a copy of a \ basescan.org/tokentxns?a=0x… From there we should be able to calculate what truly we have deposit , what we have taken out , whats is the profit , 1B. I am really not a fan of certain steps in our playbook , and maybe this will help , and we can get rid off "strategy allocations" For entry playbook: Step 1 checks for funds , the grabs whatever is in a wallet: i would like to change that , when i hit step or run all , step one should show me what funds we have in a wallet , USDC, EURC or AREO , if tokens are present lets say i have $100 USDC and 14.2344433 EURC , i should see 2 text boxes, amount, cint info and max button [____] $100 USDC (max) , if i pick $50 USDC , only $50 should get allocated to the strategy , if i pick EURC dust , same think This should be integrated with Deposit playbook, additional step after step 1 "Pick target position", step 1b. Provide amount . Let me know what you think ? Phase 1 (today, ~2 hrs): - New pick_amounts step type (engine + inline action + UI) - Wire into entry playbook's step 1 (replace/precede check_available_funds) - Wire into deposit_more playbook (insert step 1b after pick_position) - Downstream resolver hook: read runParams.amounts. for swap/create/increase steps Phase 2 (next session): - src/lib/defi/onchain-pnl.ts — walks Transfer events, classifies, computes net committed + profit per strategy - Wire into v2 dashboard P&L card - Deprecate deployedAmount math (keep field as audit history) Phase 3 (later): - Migrate Available badge to source from wallet idle USD directly - Possibly drop deployedAmount and initialAllocation columns once confident 2. Calendar cron click-to-edit — project_calendar_cron_mgmt in memory. UI only, no on-chain risk. Test crons accumulate, no way to remove via UI. 🥘 Medium (~1 hour): 3. Test rerange playbook live — uses our batched skills + useTargetRangeRatio. Move #68574158 to a slightly different range as a sanity check. Real money at stake but small ($105). 4. Refactor 6 playbook columns → single playbooks JSON map — the schema is getting silly. Pure cleanup, decent test coverage already exists. 🎂 Bigger (multi-session): 5. ETH strategy planning — borrowing platform TBD per project_borrow_platform_layer3. We're at the point where a real plan doc + strategy config would help. 6. Auto-resume cron for slippage-paused swaps — project_slippage_auto_resume.

@WatcherGuru we should make one to "Donate to US citizens" ..... just live better

🇺🇸 US Government is collecting donations to help pay off its $39 trillion debt.

@Consensys @aave this all sounds great and awesome...... but what preventative steps can be taken to try to avoid such of big hack? but still be fully decentralized .....

Consensys is proud to join DeFi United alongside @aave with up to 30,000 ETH to support the rsETH recovery. The Ethereum ecosystem has always been at its best when it moves as one. DeFi United.

just one of those days ........ dust to earn.....