Wilsen 🐼
3.1K posts
Wilsen 🐼
@DEWLSEN
Investing at @QilinLabs | Building @WhalesMoneyX | Art of creation.
thing is everybody trades on lighter... they just seem alergic to bidding/holding it
As a first cycler who entered in 2022, I never really understood Defi Just look at the yields on AAVE right now - 2% yield for USDC? Wtf? Thats literally a fixed deposit rate in any bank lmao
The @yield's yoUSD vault has some exposure to RLP But it's a small percentage, around 2.7% Team is constantly monitoring the situation & in contact with the Resolv team We can choose to withdraw our yoUSD back to USDC, but it will go to a queue as they replenish the liquidity
CBB(@Cbb0fe), the whale who publicly formed a team to hunt @qwatio, has suffered heavy losses in #oil! CBB shorted 127,175 xyz:CL($13.78M) at an entry price of $78.37 and is now down $3.81M. Liquidation price: $120.76. #perps" target="_blank" rel="nofollow noopener">hypurrscan.io/address/0xEFd3…
Aave just printed $13.4M in revenue in February. +31% MoM +38% YoY TTM revenue: $144.8M And this is happening while Aave is going through a real governance and contributor transition. BGD is leaving. ACI is leaving. The debates are still intense. But the revenue engine keeps running. • Ethereum still drives the engine 89.3% of Aave revenue comes from @ethereum. Liquidity lives there. Credit demand lives there. • Usage > narrative @Plasma, @arbitrum, and @base contribute smaller shares, but the core market is still where real borrowing activity happens. • Revenue follows credit demand More borrowing → higher utilization → more fees captured by the DAO. Lending is still the backbone of DeFi. And @aave is the rail where stablecoins become credit. Source: @tokenterminal
Everyone loves this because it makes $HYPE go up but does it make Hyperliquid a better business long term? $1b in cash to improve and grow the business could have gone a very long way in growing into new opportunities, acquiring businesses, etc. very non traditional route..
Ethena is starting to look like a real cashflow protocol, not just a yield narrative. Two straight months with a single digit FDV to fees ratio is the first signal. January printed roughly ~$29M in protocol fees, implying ~5.8x FDV to fees for that month. USDe already did the hard part. It expanded to around ~$14B, then contracted back to roughly ~$6B and kept functioning through drawdowns. That’s survivability. Not a straight line. Expand, contract, keep operating. What matters next is simple: can fees stay durable when funding compresses and hedge costs spike, and does USDe demand stay sticky as a balance sheet asset. If that holds, @ethena is not just a narrative. It’s infrastructure.
Claims go live in 30 minutes at: claim.superformfoundation.org The following changes will be reflected in the portal: The early exit fee has been removed. Claiming liquid $UP is now free. The Staked UP (sUP) cooldown has been decreased from 45 days → 1 hour. The community score allocation has been increased, and the airdrop has increased from 3.6% → 3.7% You still have the option when claiming to receive either liquid $UP or sUP (Staked UP). Stakers will qualify for Airdrop Two and earn an estimated ~33% APY, which begins to accrue immediately upon deposit. UP Only.