Muggles⚙️🧰

My advice to 20 yo yield farmers as a 30 yo yield farmer 1. Yields are about long term holds, unless you are airdrop farming, don't speculate on them and chase new shiny assets. 2. Understand the asset, it's backing, its redemption mechanism and DD the issuer. If you can't, don't touch it. 3. If you still want to speculate on the yield of an asset, buy @pendle_fi YTs. 4. Oracles are your best-friends, having reserve oracles on your strategies makes surviving 10X easier. Read about oracles in depth here: x.com/GearboxProtoco… 5. Check the Interest Rate curve. Check at what utilisation it'll be more expensive to borrow than the underlying yield you get paid. 6. Check the liquidity of the asset you want to farm and the routes the protocol has available. You don't want to get stuck on an illiquid asset. This also decides your slippage, which can cost months of yield. 7. If airdrop farming, check with the project if they'll have varying terms for the farmers. You don't want to pay borrow costs and then be left with a lot less than you expected. 8. Don't farm with your entire stack. Even the best of assets depeg, keep some to add to your stack later. 9. Don't leverage farm assets below 88 LTV with more than 50% of max leverage. (especially without fundamental oracles) 10. Don't leverage farm unless your APY is at least 2.5X of the underlying asset with leverage. 11. Lend part of your stack. You wont have to actively manage this and will be able to focus on your main farms much better. 12. Always compare projected vs. realized returns after gas, borrow, and slippage. 13. Stay in touch with your curator, check what changes they are planning and adjust accordingly. Curator channels are live on Gearbox.

Tulipa Capital is actively monitoring the ongoing Resolv/USR exploit. Our vault positions do not hold exposure to the affected assets or markets. To our Gearbox users: we have disallowed position increases on the relevant assets and will take further protective action if the situation warrants it. Tulipa Capital is committed to ensuring lenders are fully protected. We will continue to monitor as Resolv works toward a recovery plan. @GearboxProtocol

"You can do it in one hop: Mint RWAs with leverage directly on tokenization platforms." ☝️ 🆕 @GearboxProtocol DeFi Drop 🎙️ episode is LIVE 🔐 Credit accounts: DeFi's margin account 🏦 No-code markets for institutions 🔮 Prediction: DeFi TVL $200B by June 2026 Don't miss it ⚙️

@inkymaze In your DMs, need some sophisticated underwriting for 2 upcoming products 🫡

Fat Underwriter Thesis

Merkl is having DNS issues so rewards aren’t showing But this market on Monad is getting 11% after rewards. app.gearbox.finance/pools

Introducing the Chapter Takeover curated by Tulipa Capital. For the next week the infiniFi points page transforms into a boosted Gearbox Chapter & so do the point multipliers. infiniFi Points Boost Multiplier: • 13.5x for siUSD • 9x for liUSD 1wk

@Snapcrackle @shaunhengcj That’s where @ConnorZero_ steps in

@proofofnathan Can enable payday loans for this btw Borrow equivalent to the number of days you have worked as long your salary comes to your credit account 🫡

Receiving my salary (from Plasma) in Plasma USDT on Plasma One. Ice in my veins.

DeFi, simplified. Introducing two new vaults: EarnETH & EarnUSD One vault for ETH-based capital. One for stablecoins. Now live on stake.lido.fi/earn ↓

since i am monitoring the situation... PRIVATE CREDIT UPDATE: Private credit situation continues to deteriorate with more bad headlines, specifically around large fund outflows, negligent underwriting standards, and fears that AI is going to lead to large corporate SaaS borrowers defaulting on loans… Latest headlines: - Morgan Stanley’s North Haven Private Income Fund received redemption requests for 10.9% of shares outstanding in Q1, but will only fulfill 5% (~$169M, or ~45.8% of each request) - Deutsche Bank revealed ~$30B in private credit exposure in its annual report, sending its shares down 5.6% - Morgan Stanley shares fell 3.6%; Blackstone, Blue Owl, KKR, and Apollo each down more than 1% this morning I would not be surprised if the Fed / ECB respond soon, especially now that G-SIBs are affected…

@talkintokens Reminded me of COPE after 4 years

i dont miss her i miss when

T-90 days

@deepcryptodive Imagine paying a facilitator fee when you can just make the vault lenders the facilitators and help them earn more. 1 month

👀 broken, but healing

@npspew @grahamfergs Yup. Going into audits soon

@mugglesect @grahamfergs Wen? Q2?

the biggest problem holding RWAs back is ________?

Update for borrowers of legacy V3 pools curated by Chaos Labs. As we transition to a lending stack purpose-built for tokenised assets and automated RWA leverage, the legacy V3 markets curated by Chaos Labs will be sunset. While this marks the next phase of Gearbox as infrastructure delivering real-world lending for real-world assets, borrowers on legacy V3 markets (Chaos Labs only) are required to take the necessary actions. • What users need to do: Migrate your position to the permissionless markets set up by other curators, or close your positions. • What happens if you don't: The markets will deprecate on 16 March, and as the LT reduces, users may face liquidations. To minimise the impact, the liquidation fee has been reduced to near-zero (0.01%). Users will be able to withdraw their collateral in case they face liquidations. • Why is this being done? As we move towards delivering automated leverage and lending rails for tokenised assets, managing our legacy stack without a dedicated risk manager is neither safe nor aligned with Gearbox's long-term ambitions. To minimise risks, these legacy markets need to be sunset. The sunsetting of V3 markets does not affect borrowers in any other curator markets apart from Chaos Labs, and no action is required from them. If you have any questions, please reach out to us via DMs, Discord, or TG.

🚀 Portals Explorer just became your new base of DeFi operations, launching with all-new features & look 😎 Here are 6️⃣ ways to utilize its new capabilities and get the most out of your assets. (1/8 🧵)👇

On @GearboxProtocol, the RAAC Bots discovered a legendary fire… one that forges golden yield with pmUSD 🔥 - Farm 23% APR - Use leverage - Earn RAAC Points for supplying USDC In the crypto jungle, we don’t compete We compound PVE is the way ✊ Curated by @tulipacapital

Each of them will also have 0-slippage Automated Leverage via Gearbox and it will be on… To be updated 🔜

V4 is coming soon btw and AAVE DAO and Labs both seem very open to supporting cool usecases on it. Very cool usecases 👀

@ImperiumPaper 0 slippage, 40x leverage, no dex required RWA looping Live in Q2, the new phase of Gearbox

What weird or wonderful projects have recently launched that I might not have heard of? RWAs, lending, payments, chains, bridges, DEXes, consumer apps, anything More unique the better.