Zeningan
2.3K posts

Zeningan
@stocksorblocks
Innovation, market-fit, community & the team are the key metrics for my investment decisions. Here to invest and help others take the right decision















Day 39 @ikadotxyz penalty detailed stats: • Penalty rate: ~0.00365 $SUI per $IKA • Penalty in USD: ~$0.01214 per IKA • IKA price: $0.03514 • Penalty = ~34.6% of IKA value (UNDER 35%!) • Total penalties paid: 753,719 SUI ($2,501,594 USD) • IKA claimed: 135,546,128 / 600,000,000 (22.59%) • Daily claimed: 1,557,190 IKA There is 77.41% still unclaimed. 💰 TREASURY STATUS: • In collector wallet: 138,393 SUI • In contract (uncollected): 15,327 SUI • Total unspent: 153,720 SUI ($510K) • TOTAL BUYBACKS COMPLETE: 600K SUI → 62.27M IKA 🏦 IKA LENDING/BORROWING UPDATE • SUILEND: 213M deposited (remained the same) | 56M borrowed (+1.6M) [111.73% APR] • NAVI: 162M deposited (+3.2M) | 51.7M borrowed (+0.9M) [109.97% APR] • ALPHALEND: 204.1M deposited (+2.3M) | 90.9M borrowed (+0.2M) [112.40% APR] • TOTAL BORROWED: 198.66M IKA (+2.82M) 💫 LP PLATFORMS (w/ TVL & Full Breakdown): • FullSail: $450K TVL, 410.76% APR (231.00% IKA + 179.76% oSail**) *Note: oSail has 50% sell tax, so effective yield ~90% + fees to VeSail holders • FlowX: $146K TVL, 863.47% APR (161.37% fees + 74.51% SUI + 627.58% IKA) • Turbos: $151K TVL, 850.40% APR (241.78% fees + 608.61% rewards) • SteamMFi: $2.10M TVL, 97.12% APR (2.18% fees + 6.57% IKA Suilend + 1.06% SUI Suilend + 46.09% IKA + 4.77% SEND + 36.46% sSUI) Day 38 → Day 39 Changes: • Penalty rate continuing decline: 35.7% → 34.6% (-1.1%) • Steady claiming: 1.56M IKA claimed • IKA dipped: $0.03564 → $0.03514 (-1.4%) • SUI down: $3.413 → $3.319 (-2.8%) • Borrowing increased +2.82M to new high: 198.66M Approaching 200M Borrowed: Market leveraging up as penalty drops toward the mid-30s. What do you think?













