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0xMoonlit 明月
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0xMoonlit 明月
@moonlitislit
down the rabbit hole | prev @trondao
Katılım Aralık 2021
2.7K Takip Edilen4.3K Takipçiler
CY
Since the @megaeth mainnet, here’s what I’ve been up to:
- Played 700+ matches on @Showdown_TCG and earned $262
- Joined @playhuntertales with $250 (took a loss, now down to $15)
- Minted and picked up a few NFTs (WCN, Nacci, MiniMinds, barry)
- Participated in the @Euphoria_fi testnet - secured Top 1 in Week 1 (won a Rolex + $3,000)
- play game @AveForge
-Made a few swaps on @kumbaya_xyz
Lately, I’ve been seeing quite a few negative posts about MegaETH. Still, I’m hopeful the team will roll out more exciting updates
What’s next?
I’m looking to step things up for the mainnet campaign.
Any suggestions on what I should focus on next?
Big thanks to @megaETHvietnam and my friends who’ve been alongside me on this journey: @CrypLykos , @VnKhiT2 , @pickpo2, @HuyNDVT90, @longstcc, @Been1575
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remember: the easiest trick to post bangers non-stop is to steal bangers
Medusa@MedusaOnchain
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vibe coding a crypto bridge that's a bridge so you can bridge while you bridge
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How to Donate $50M to MEV Bots!
I guess there's a first for everything, even losing $50M in a single swap in DeFi out of sheer stupidity.
🐳 wanted to swap $50M USDT -> $AAVE. The quote said: 140 $AAVE ($36k) for your $50M. He hit confirm anyway ☠️
🔸 $50M into a $73K liquidity pool
🔸 Titan Builder sandwiched the TX and walked away with $34M in one block
Biggest single MEV extraction in DeFi history.
Not a bug. Not a UI failure. Not a hack. Just a 🐳 who ignored every warning on the screen.
@StaniKulechov and @aave are refunding the $600K in protocol fees, which is solid of them.
The warning was there. The checkbox was there. The quote was right there.
You can't audit a protocol against someone determined to ignore all of that ☝️
Aave@aave
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How does @pendle_fi achieve so much every week?
I don't know, but of course I like it.
Weekly Pendle & @boros_fi updates:
1/ Boros February milestone update
February was volatile for the crypto market, but Boros kept growing.
Key milestones:
- $11.5B+ in notional trading volume
- $270M all time high open interest, reached 2.5x faster than Pendle V2
- SOL funding rate markets launched
- First XAU and XAG funding rate markets
- NVDA rate longers outperforming NVDA spot exposure
- Boros now under Safe Harbor protection with @_SEAL_Org
- XRPUSDC-Hyperliquid shorters on track for +600% ROI
2/ Boros protects traders from funding rate spikes
Funding rates on perpetual markets can explode during volatile periods.
Recent funding spikes reached over 1000% APR.
Boros solves this problem.
When you long rates on Boros:
- You pay a fixed implied APR
- You receive the underlying funding APR
This allows traders to protect their perp positions from unpredictable funding spikes.
The same system also allows traders to short funding rates and lock in high yields during cash and carry trades.
3/ Pendle product roadmap for 2026
Pendle has a clear mission for 2026.
Key initiatives:
CEX Highway
Direct access for the ~$70B of stablecoins sitting on centralized exchanges earning 1-3%.
One click leverage
PT looping simplified into a single action, turning modest yields into 20%+ strategies.
Cross chain PTs
Buy and loop PTs from any chain without friction.
Infinite liquidity
Limit orders powering deeper liquidity across many markets simultaneously.
Smart notification system
Alerts for orders, yields, deleveraging and maturities across multiple platforms.
Improved customer support
A full ticket system with AI assisted responses and priority support for power users.
4/ 60% of Pendle supply is now staked
Pendle just reached a new milestone.
- 60% of circulating supply is staked
- 35% of total supply is staked
Strong alignment from long term holders.
5/ Pendle reaches $376.5M in RWA TVL
Pendle’s Real World Asset ecosystem keeps expanding.
- $376.5M total RWA TVL
- $56.5M deployed as collateral on @Morpho
- ~17% of all RWA collateral on Morpho
Tokenization is only step one.
Fixed yield infrastructure is the next major unlock for institutional adoption.
6/ Upcoming Boros markets
More markets are coming soon:
- ETHUSDT and ETHUSDC (Binance, OKX, Hyperliquid) – 25 Jun
- SILVERUSDC (Binance) – 25 Jun
- CLUSDC-Crude Oil (Hyperliquid) – 27 Mar
Boros continues expanding beyond crypto into commodities and global markets.
7/ Hot markets on Pendle
Current opportunities:
- PT-apyUSD (ETH) – 18 Jun – 13.41%
- PT-reUSDe (ETH) – 25 Jun – 12.98% (loopable on TermMax)
- PT-savUSD (ETH) – 15 May – 8.8% (loopable on Morpho)
There is no second best.
Pendle.
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Many such cases...
Curve Finance@CurveFinance
Dear @PancakeSwap. Looks like you copied our code without asking. It is violation of its license. Not only it is illegal: historically it showed to be unwise for those who did it this way in other regards. In any case. If you want to enjoy using stableswap without legal problems and to borrow some of our expertise to keep users SAFU - you still can contact us for licensing and collaboration.
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Curve Finance@CurveFinance
Dear @PancakeSwap. Looks like you copied our code without asking. It is violation of its license. Not only it is illegal: historically it showed to be unwise for those who did it this way in other regards. In any case. If you want to enjoy using stableswap without legal problems and to borrow some of our expertise to keep users SAFU - you still can contact us for licensing and collaboration.
ZXX
A small @TakaraLend feature I ended up loving: reward history
Now you can see every reward claim over time.
Today it looks like small dust yields.
But if SEI ever moves back to $1, that “dust” turns into real money.
Plus Karats points stacking in the background for future airdrops.
Slow farming > chasing narratives.
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The Pudgy Penguins lawsuit will probably end in a settlement.
Why?
Original Penguin has strong rights (60+ year trademark and overlapping clothing products).
But Pudgy also has solid defenses (very different penguin design and brand identity).
That means both sides carry risk if it goes to trial.
When that happens, companies usually settle:
- pay a fee
- adjust branding
- agree on product boundaries
Lawyers call it coexistence.
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“The future wants to happen.”
You hear this a lot in tech.
It sounds exciting. Like the future is something unstoppable, something pulling us forward.
But it also raises a strange question.
> What happens if the future no longer needs us?
For most of history, technology still needed people.
Factories needed workers.
Companies needed engineers.
Offices needed white-collar jobs.
Technology made people more productive, but people were still part of the system.
The formula looked like this:
Labor + capital + tools → growth.
AI may change that.
Now the system looks more like this:
Capital → GPUs → intelligence.
If you have enough money, chips, and data, intelligence itself can be produced.
Not human intelligence. Machine intelligence.
And that creates a new possibility.
Maybe economic growth no longer needs most humans.
This idea appears in the philosophy of Nick Land.
He believed technology and capitalism push each other to move faster and faster. Not because people carefully plan it, but because the system rewards speed and power.
Humans build machines to gain leverage.
Machines create more wealth.
Wealth builds better machines.
The loop keeps going.
From this view, AI is not just another tool humans build.
It may be the next stage of the system itself.
Something bigger than us.
That is what people mean when they say:
The future wants to happen.
But the uncomfortable question is this:
If intelligence can be produced by capital and compute, what role do humans play?
For a long time, we measured our worth through work.
Work created value.
Value created status.
But if machines can do most thinking and producing, that link may break.
The biggest challenge of the AI age may not be technology.
It may be meaning.
If survival is no longer the problem, the real question becomes:
How should humans live?
Rawson 🙏@PonderingDurian
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I think people wanna have fun here in crypto too. Not everything needs to be too serious for it to have a meaning for people.
Was thinking of the word "stay p33led" for example. No one knows what it means but it's a vibe. Its fun to just say it. Makes you feel good.
It brought something we were forgetting to Seedify. That everyone is here not just to support technological evolutions. We are not machines. Not everything we want is to about advancing technologically.
You can still put substance to an onion by making it an animated news agency, breed culture into it, and it will have a place and meaning here.
Retardio.
But fun.
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0xMoonlit 明月 retweetledi
0xMoonlit 明月 retweetledi
One killer looping yield I uncovered today is this PT-srNUSD, which can be looped with a @Morpho market.
This setup harnesses the power of four DeFi protocols all working harder for you together:
@Neutrl sNUSD is a real yield of 7-8% APY today, sourced through an OTC arbitrage strategy.
@strata_markets srNUSD is the senior position in a generalized risk-tranching protocol that splits a yield source like sNUSD into juniors who want leveraged yield vs seniors who want guaranteed yield + protection on their principal if there’s any losses.
@pendle_fi is of course the kingmaker yield tokenization platform for trading yield by splitting a yield-bearing asset into its principal and yield components. Pendle makes this fixed yield possible.
And @Morpho is the pioneer behind isolated, customizable, and permissionless lending markets with specific collateral, loan assets, and interest rate managers. Morpho allows us to create isolated lending / borrowing markets for any collateral / debt like PT-srNUSD / USDC.
What happens when you combine all 4?!
We get looped PT-srNUSD, a base fixed yield of 7.45%, for the senior holders of sNUSD yield, who enjoy protection against underlying strategy and collateral risks, guaranteed minimum yield tied to the benchmark rate in Strata’s Neutrl pool, and uncapped upside exposure to the underlying yield in case Neutrl snUSD goes much higher than 7-8%.
We are not protected if somehow NUSD failed or depegged permanently but we can use @AccountableData Proof of Solvency dash to track NUSD solvency.
So with a 7.45% APY fixed yield for PT-srNUSD, we can loop on Morpho to create an 11x PT-srNUSD/USDC, expiring May 28.
Borrowing at up to 91.5% LLTV, that equates to a little more than 11x max leverage so I will achieve a net looping yield of…
(11 x 7.45%) - (10 x 5.76% borrowing)
Equal to a whopping 24.35% 🙌
Such a cool example of the power of composable DeFi primitives on Ethereum!
Link to Pendle PT: app.pendle.finance/trade/markets/…
Link to Morpho market: #overview" target="_blank" rel="nofollow noopener">app.morpho.org/ethereum/marke…
⚠️ You can get liquidated if not managing the LTV or say IR goes up from high utilization and your IR grew your debt faster while at a high LTV.
DeFi Dad ⟠ defidad.eth@DeFi_Dad
I had time today to review the protocol behind @strata_markets and holy smokes, folks, this might be the next platform that grows to billions because nearly every DeFi yield can bootstrap growth with a Strata pool. Different than Pendle but reminds me of the utility--marrying two very different user profiles: those more conservative needing guarantees their principal is protected vs those risk-on looking for max APY. If we were in a bull market, I'm not sure Strata gets the time of day, but right now, everyone's thinking about risk instead of APY so Strata could see significant growth! What is Strata? "Strata is a generalized risk-tranching protocol that brings structured yield products to any onchain or off-chain yield strategy by splitting yield into tokenized senior and junior tranches, each tailored to distinct risk–reward profiles." Who needs Strata? Strata allows onchain investors to choose their risk-reward profile in popular yields like @ethena sUSDe or @Neutrl sNUSD OTC arbitrage yield. The senior tranche is ideal for conservative users, offering safer, predictable yields. The junior tranche is ideal for risk-tolerant users seeking higher-yield opportunities. What kinds of yields are best to be tranched by Strata? Consider a yield like Aave USDC--you don't need to tranche this because USDC lenders are first, protected by overcollateralized loans, and second, they have the Umbrella module to make up any shortfall so as an aUSDC holder, we're technically seniors lenders to Aave, almost fully guaranteed we'll get back our principal deposit + yield. However, if you think about those lending to @MidasRWA vaults, or @3janexyz unsecured borrowers, or @Neutrl running a hedge-fund like OTC arb trade, there's more substantial risk to their yield-bearing products. Those depositors are almost all akin to junior tranche lenders where if there's a shortfall, they're gonna get hit first and lose some of their money, but simultaneously they're earning maximum yield. I think these higher-risk yields where you're basically assumed to be a junior are perfect to tranche with Strata and create a two-sided pool of seniors vs juniors. Example + Real Tranched Yields The latest addition of Neutrl's flagship OTC arbitrage yield product sNUSD is the best example for how powerful Strata can be as a generalized risk-tranching protocol. I can earn 7.8% APY in sNUSD on @Neutrl all on my own! I just go direct to Neutrl and deposit/stake sNUSD. However, I could instead earn a little less at 6.23% APY with the senior srNUSD, but enjoy a "a guaranteed minimum yield tied to the benchmark rate, while retaining uncapped upside participation in sNUSD APY." Basically, even if the yield ever went negative on sNUSD, the juniors would be paying to subsidize my guaranteed minimum yield. Alternatively, I could earn 10.86% APY in jrNUSD, meaning "it offers leveraged upside to sNUSD APY while simultaneously functioning as a liquid insurance pool for srNUSD, earning a risk premium from the senior tranche, for delivering a potentially higher yield for risk-tolerant investors." The jrNUSD holders are earning more yield than the sNUSD holders because the srNUSD holders are giving up some yield for protection if ever the yield drops substantially. Today, there are only 2 pools of yield tranched on Strata, making up the grand total of $171M TVL. 1⃣ $161M for Ethena USDe deposits, earning in sUSDe 2⃣ $10M for Neutrl NUSD deposits, earning in sNUSD Learn about @strata_markets here: app.strata.markets Note: I have no investment or partnership with Strata.
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If it feels like everyone around you is on MetaMask, that's because they probably are
Most Takara users run it for daily interactions, so if you're on something else and hitting issues lately, the tutorial below covers it
Sei@SeiNetwork
🦊 @MetaMask is live on Sei. 100M+ MetaMask users now have seamless access to the fastest L1. EVM Moves Faster on Sei. ($/acc)
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