shalom
118 posts
noxa is back up, and they made it so a ticker can only be deployed and if it bonds, it wont be able to be used again as a ticker, so dropping the first and only $ROBIN ticker!
ran the wstDIEM loop numbers for anyone eyeing it. what stands out: at current pool utilization morpho borrow is ~0.5%, basically free. so once there's depth to loop into, the returns hold up even at today's realized yield - ~10% at 2x, 15% at 3.3x, 19% at 4.4x. if the inference yield ramps toward 11–16%, you're at 20–64%. the cheap borrow is a function of low utilization though. as people loop in it climbs and the spread tightens, so the edge is front-loaded. but overall really excited by this, lets build loop sizing as CLI?
🌿HOOD, now on Axiom. $100k, first come first serve!
What i will say about Robinhood is Vlad isn’t dumb. He’s worth 6 billion for a reason and this is his take on meme coins from months ago.
