@lordjorx Avatar @lordjorx Jordi in Cryptoland

Jordi in Cryptoland posts on X about defi, liquidity, money, if you the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence finance 35.5% cryptocurrencies #1643 exchanges #746 stocks 4.73% technology brands 2.37% social networks 1.18% automotive brands 1.18% countries 0.59% currencies 0.59%

Social topic influence defi #309, liquidity #537, money 5.92%, if you 5.92%, market #2819, hyperliquid #26, stablecoins #352, we are #2466, in the 4.73%, crvusd #12

Top accounts mentioned or mentioned by @aave @curvefinance @ceazor7 @convexfinance @yieldbasis @stakedaohq @joewaitofficial @liquityprotocol @protocolfx @leveragesir @llamarisk @fraxfinance @tradexyz @morpho @phtevenstrong @aerodromefi @raacfi @seankelleyx @iporio @roycoprotocol

Top assets mentioned crvUSD (CRVUSD) Hyperliquid (HYPE) Ethereum (ETH) Bitcoin (BTC) USDC (USDC) Solana (SOL) Layerzero (ZRO) YieldBasis (YB) Aave (AAVE)

Top Social Posts

Top posts by engagements in the last [--] hours

"The $1B free credit line that is stressing crvUSD. @yieldbasis is currently a $200M powerhouse and the top source for BTC liquidity on-chain but its creating a dangerous "factory vs. village" scenario for @CurveFinance. Last week YieldBasis printed $2M in fees in a single day. On paper thats a huge performance. But underneath its destabilizing its own "village". When BTC prices drop the system uses crvUSD to buy more BTC in these pools. During heavy sell-offs this puts brutal pressure on crvUSD and we are already seeing clear signs of stress with the peg struggling to hold. A while ago Curve"
X Link 2026-02-11T15:05Z 11.1K followers, [----] engagements

"How ideas evolve in DeFi: frxUSD in AAVE is the best example. A few days ago we discussed about earning extra yield on stablecoins that sit idle inside @aave. The new proposal to bring frxUSD to the platform is a very good idea. It is great to see @fraxfinance focusing on this. They want to share the profits from their Real World Assets with Aave users. If the organic demand isn't high enough to keep rates attractive Frax plans to step in and incentivize the pools themselves. Even better they intend to use 25% of their profits to support GHO. This shows a real commitment to making the Aave"
X Link 2026-02-13T09:11Z 11.1K followers, [----] engagements

"Asymmetry's liquidity flywheel is getting interesting. They have two main products: USDaf their native stablecoin and afCVX an auto-compounding version of CVX built on @0xC_Lever technology. The numbers for afCVX are impressive. It is currently yielding 33.91% which is significantly higher than what you can earn by staking and voting manually on @ConvexFinance. However the main challenge has been liquidity. If you want to exit your position right now the wait is too long. To fix this the team is implementing a smart change. They will charge a fee on the yield to build Protocol Owned Liquidity"
X Link 2026-01-18T14:01Z 11.1K followers, [----] engagements

"DeFi metrics could be a trap right now. On paper everything looks undervalued. Protocols like @CurveFinance or @AerodromeFi are generating massive revenue from volatility and their revenue multipliers are at record lows. I only hold $VELO at the moment and Ill wait for a while before starting to buy other assets like the ones on the list: The reason the price doesn't follow the data: the "illiquidity trap." To earn those high yields you often have to lock your tokens in a veNFT for up to four years and being stuck while the sector reinvents itself every six months is a risk most people aren't"
X Link 2026-02-10T09:03Z 11.1K followers, [----] engagements

"The best option for stablecoin farming in all of DeFi. Ive been following @Raacfi closely. Their gold-backed stablecoin and upcoming real estate money market are game-changers for the RWA sector. Right now the pools on @ConvexFinance and @StakeDAOHQ are already paying out insane APRs and people are using @beefyfinance to automate the compounding. However the most interesting part is the @GearboxProtocol integration. You can already do leverage farming here. For example with a $2000 deposit at 4x leverage the potential is massive (35% APY at the moment of writting). Ive noticed that at very"
X Link 2026-02-11T16:42Z 11.1K followers, [----] engagements

"The 10-click era of DeFi is over. Most people don't realize how much capital is lost to friction. If you want to farm a specific derivative on Arbitrum with your ETH the process is a nightmare: swap on a DEX bridge the assets provide liquidity and finally stake the LP token. Thats four different transactions four sets of fees and four opportunities to mess up. @StakeDAOHQ just fixed this with @EnsoBuild. Enso acts as the orchestrator behind the scenes. This integration turns a 10-click marathon into a single atomic transaction. Here is why this matters: Universal Deposits: You can enter any"
X Link 2026-02-15T11:13Z 11.1K followers, [----] engagements

"Dreamcash is coming to dominate the HIP3 landscape. The partnership between Tether and @Dreamcash is massive. They are bringing traditional assets to millions of traders and theyve chosen Hyperliquid as the foundation. I also think they can beat @tradexyz in the long run so keep reading. USDT already dominate CEXs but now they want that dominance on-chain. With USDT0 (powered by LayerZero) users can lock and mint stablecoins on Hyperliquid without problems. They have already launched major stocks and indices even teasing Robinhood ($HOOD) to signal exactly who they are competing with."
X Link 2026-02-16T09:00Z 11.1K followers, [----] engagements

"Stablecoin yields in insane levels on Convex. It feels like a lot of people have pulled their stables to buy this dip leaving liquidity pools thinner. Even with CRV going down the yields are holding so high which is honestly surprising. If you are looking for where the yield is flowing keep an eye on these pairs: 1/ @dTRINITY_DeFi & @fraxfinance pool This is paying a massive 54%. The liquidity is shifting here because the team is prepping for their Mainnet launch and they need a deep pool to support the product. A quick warning: Don't get blinded by the 54% headline. The projected yield is"
X Link 2026-02-05T16:50Z 11.1K followers, [----] engagements

"eDAO: The emergency shield for crvUSD. The crvUSD peg is facing a massive stress test and the "human factor" is currently a bottleneck. The massive BTC and ETH de-leveraging sparked a downward spiral in DeFi causing a deep imbalance in the pools (specially @yieldbasis 's). While the protocols automated mechanics are working human governance is too slow. Decisions that take days to vote on can't keep up with market events that happen in seconds. To fix this a multi-layer defense is being deployed: Panic Control: A proposal is active to prevent interest rates from spiking during a depeg. By"
X Link 2026-02-12T08:57Z 11.1K followers, [----] engagements

"Silver faced its craziest crash in [--] years. This happened on Hyperliquid. On January [--] the market crashed hard. However were not talking about the price action itself were talking about the war between Hyperliquid and the legacy giant COMEX. Before [--] UTC Hyperliquid was actually winning for the retail trader. If you were trading $1200 (the HL median) the spreads were tighter than the worlds reference market. However for whales COMEX is still the only venue where they can move massive size without significantly impacting the price. Then the Kevin Warsh announcement hit and silver entered a"
X Link 2026-02-14T10:44Z 11.1K followers, [----] engagements

"Could Aave finance the next global transformation History shows that finance drives progress. Writing emerged for accounting and major breakthroughs from Columbuss voyages to railroads and Edisons lightbulb happened because someone funded a vision for future returns. Abundance means making the expensive accessible. In [----] a 3-minute transoceanic call cost $300; today its free. Solar energy follows the same path: in [----] [--] watt cost $100 and today a 400W panel is affordable after a 98% cost decline. The solar sector is doubling its generation yearly. These plants act like bonds: the sun is"
X Link 2026-02-16T11:12Z 11.1K followers, [----] engagements

"Hace unos das compart un video muy interesante donde os comparta las principales estrategias que utilizo en Pendle Finance. Para quien no sepa acerca de Pendle os recomiendo que antes de empezar os miris el video que hice y que os adjunto en el siguiente tweet. 🧵"
X Link 2023-11-21T18:18Z 11K followers, [----] engagements

"La narrativa RWA est ms fuerte que nunca y hoy te quera compartir cositas interesantes sobre el tema. Para quien no lo sepa. RWA = Real World Assets Bsicamente se trata de vincular la inversin tradicional con la inversin en blockchain o DeFi. Vamos a por ello 🧵"
X Link 2023-11-23T13:35Z 11K followers, [----] engagements

"Desde hace unos das que en Youtube empec una serie para farmear el Airdrop de Starknet como un pro. Hoy me apetece resumirte los pasos que complet en el episodio [--] ya que es posible que algunas cosas no las sepas. As que vamos al lio que sino me enrollo demasiado"
X Link 2023-11-24T15:13Z 11K followers, [----] engagements

"Sigo con mi propio reto de [--] hilo al da jeje Muchas gracias por el apoyo durante la primera semana ❤ Hoy viendo que las appchains de Cosmos estn pillando tanta traccin me apetece hablar de. OSMOSIS y su v2. As que atento que se vienen cositas 🧵"
X Link 2023-11-27T16:20Z 11K followers, [----] engagements

"Hace [--] meses comparta mi pick para posicionarme en narrativa bots + IA. Compr PAAL en 003$ y ha llegado a estar en 021$. Tom algo de profits y ahora me quiero dar un caprichito. Cmo pasis este dinero a FIAT o a bienes / experiencias en el mundo real 👀👀👀"
X Link 2023-11-27T18:48Z 11K followers, 19.5K engagements

"Vaya espectculo de da 🤯 Estaba revisando pools y me ha dado por revisar si haba sido elegible en el airdrop de $JTO. Lo nico que haba hecho lo haba grabado para terdrops y me he ganado [----] unidades. Qu voy a hacer Practicar para futuros airdrops. 1/13🧵"
X Link 2023-12-07T18:12Z 11K followers, 20.7K engagements

"Pues bueno tarde o temprano tena que pasar. Yo tambin me he puesto a invertir en el ecosistema Cosmos 🪐 De momento solo he invertido en un par de monedas y en este hilo te voy a comentar porqu. Empezamos 💥 1/12 🧵"
X Link 2023-12-14T16:51Z 11K followers, 10.9K engagements

"crvUSD surges past 100M supply 🚨 @CurveFinance 's stablecoin crvUSD is back above the 100M supply mark and its not slowing down. Upcoming innovations like @ResupplyFi are set to supercharge demand for crvUSD. Resupply will allow users to loop crvUSD through lending markets generating higher yields and drastically reducing borrowing costs. With groundbreaking mechanisms like soft liquidations and tight integration into the Curve ecosystem I'm sure crvUSD will be a billion dollar stablecoin by [----]. A Resupply thread is coming soon (and also a video on Youtube with @Cryptovestor77) so stay"
X Link 2025-01-17T13:11Z 11K followers, [----] engagements

"Were kicking off a new challenge: Let @ConvexFinance pay the bills. First move: Entered a pool with an APR of 42% projected 40% for next epoch. Its USD3 (from @reserveprotocol ) + scrvUSD (from @CurveFinance ). Two yield-bearing stablecoins of OG DeFi teams. Reminder: APR will fluctuate and it depends on: TVL changes Weekly vote distributions Updated incentives So Ill be tracking this closely and reporting gains. Im also diversifying. Just added a deposit into the Stability Pool of wstETH via @LiquityProtocol V2. Why Liquity Immutable Truly decentralized And while the APR is modest weve seen"
X Link 2025-12-14T11:22Z 11K followers, [----] engagements

"The market bottom might be closer than most think. I dont expect a V-shaped recovery in the next few days (more like a range-bound end of the year) but Im positioned for a positive Q1 [----]. Heres my plan: Even with competitor tokens hitting the market $HYPE is positioned to capture the volume that dying projects leave behind. With FX pairs coming soon and the potential for a Season [--] the adoption narrative is too strong to ignore. Im moving my $HYPE into @brownfiamm pools. $BTC is still the king of performance. If @yieldbasis expands their deposit caps Im adding more. No questions asked. $BNB"
X Link 2025-12-20T14:43Z 11K followers, [----] engagements

"DeFi spending is finally up to the real world. Ive been testing several Neobank cards lately. @ether_fi is growing fast but the @zealwallet + @gnosispay combo is hitting different. Im currently in Thailand using my Gnosis card through Zeal with zero issues. The workflow is a dream: your funds sit in the wallet earning dividends in USDC/ETH and the card only pulls what it needs for the transaction. But the real alpha Yield on $ZCHF (@frankencoinzchf). Swiss 10-year Treasury bonds are yielding 0.5% yet you can earn 4% using ZCHF. Just look at the CHF/USD chart; saving in Swiss Francs is a"
X Link 2025-12-21T14:11Z 11K followers, [----] engagements

"Hyperliquid is missing out $80M in yearly profit. In [----] Binance pulled a move that changed their P&L forever: They forced a conversion of USDC/TUSD/USDP into their own BUSD to capture 100% of the yield on reserves. @HyperliquidX is now sitting on $4B in USDC. If they were a centralized entity they could do the same: convert those billions into their native USDH and capture the Treasury yield. Lets run the numbers: With T-Bills at 3-4% and assuming the protocol keeps a 50% cut (net 2% yield) thats $80000000 in additional annual revenue. Currently Hyperliquids annual profits hover around"
X Link 2025-12-26T10:54Z 11K followers, 13.9K engagements

"The "Lessons from the Trenches" Most of my long-term holds are either neutral or in the red so I want to be transparent about my worst trades. In a space full of "winners" the real value is often found in the mistakes. 1/ The $FXN Trap. Im still in love with @protocol_fx and the product but the token has suffered a lot. Personally I wouldn't have launched a second token for @FX100Perp. We still dont know how much revenue will actually flow back to the original protocol. On top of that the TVL targets for their stablecoin are still way too far off to drive real value to the token right now."
X Link 2025-12-27T16:42Z 11K followers, 11.5K engagements

"Aerodrome scary number: -$94M in "earnings" for [----]. Most people see red and run. They think the project is bleeding out. But theyre missing the ve(33) magic. @DefiLlama calculates "Earnings" by subtracting Incentives (AERO emissions) from Fees. Yes @AerodromeFi gave out $261M in incentives. But look closer: The Lock-up is growing: Since Week [--] (start of 2025) the % of locked tokens has climbed from 49% to 50%. This means that out of all new tokens emitted this year 50% have been locked for an average of [---] years. They aren't hitting the market; theyre fueling the flywheel. Capital"
X Link 2026-01-07T11:35Z 11K followers, [----] engagements

"The yields on these pools are absolutely insane. pmUSD is a gold-backed stablecoin that is currently offering the highest yield in DeFi. Im in @StakeDAOHQ catching the early incentives. I joined when it was paying over 200% APR. Even though its dropped 70-80% as liquidity grew from $1M to $4M+ earning that on stablecoins is still huge. @ConvexFinance pools look even wilder with projected returns over 100% once incentives kick in. I also updated my Convex positions moving to the ebUSD strategy (the @LiquityProtocol V2 fork we like) and using boosted governance to maximize yield. Were taking"
X Link 2026-01-09T16:43Z 11K followers, [----] engagements

"How to aggressive grow on Curve In just their first week @Raacfi deployed a $136000 bribe. This is an immediate takeover of the Curve gauge to establish dominance from day one. By splitting these bribes between their frxUSD and crvUSD pools theyve already captured 8.2% of the total gauge weight. The math behind this Day [--] move: Curve emits 2.22M $CRV per week. pmUSDs share = [------] CRV. At $0.41/CRV thats $74704 in incentives for their early LPs. In less than a week they got almost $7M in their pools and they are offering a massive 57% APR. @Raacfi is paying a premium to "buy" the market's"
X Link 2026-01-11T11:00Z 11K followers, 26K engagements

"I love $YB but these risks are important. @yieldbasis is currently generating $465000 in monthly net fees. When you look at the math its trading at a Price-to-Fees (P/F) ratio of 6.78x. Compare that to other yield protocols like @pendle_fi (which I also love) at 22.2x. They already distributed [-----] BTC ($1.67M) to $veYB lockers even with a sideway market. The engine is also producing gross yields of over $5.5M monthly from its arbitrage vaults. But there is a massive catch that most people are ignoring: the subsidy. Yield Basis is spending $22 in incentives for every $1 it captures in net"
X Link 2026-01-12T13:27Z 11K followers, [----] engagements

"Yieldbasis has a hard limit. Demand to enter the pools is so high but safety is the priority. According to @LlamaRisk we only have space for $25M more before we hit the safety cap. We cannot risk the stability of crvUSD. So how do we grow A few days ago I said users should hold veYB (the governance token) to access these pools. They could even delegate the access to earn extra yield. But the team chose a better path for the investor. They did not use the token to force a price increase. Instead they built a solution for scalability: The Hybrid Vault. You deposit crvUSD to get access to 2.5x"
X Link 2026-01-19T09:28Z 11K followers, [----] engagements

"I woke up feeling very bullish this week. The market recently dropped and $HYPE took a nice hit but we need to look at the reasons. The "Tornado Cash entity" has been selling millions and they only have about $5.7M left to sell. At the same time the @TroveMarkets team (who scammed people with a Pokmon card HIP-3) dumped all their tokens. This is massive selling pressure. However $HYPE is still in the same price range it has been in for a month. Ive decided to change my strategy. I had a HYPE/USDT pool on @brownfiamm and while I accumulated many tokens my Net PnL dropped from $1000 to $100."
X Link 2026-01-20T10:50Z 11K followers, [----] engagements

"@Slappjakke @flyingtulip_ but you can't deposit for now right"
X Link 2026-01-23T07:36Z 10.9K followers, [--] engagements

"Itll take you a lifetime to buy a coffee. Banks are currently charging around 3.6% while paying you a pathetic 0.01%. Their entire business model relies on one thing: your laziness. They take your deposits invest them in bonds and pocket the difference. Stablecoins are arriving to break the monopoly. In fact regulators are already pushing things like the "Clarity Act" and "Genius Act" to prevent platforms from sharing yields with users. They fear a "deposit flight" but the truth is the money stays in the system. It just moves from an inefficient bank to a competitive one. @aave is perfectly"
X Link 2026-01-23T10:50Z 11K followers, [----] engagements

"Resupply just dropped the exact proposal needed. To be honest I had stopped using the protocol for a while because reUSD was constantly trading under $1.00. This triggered redemptions that ate my yields in fees and it simply didn't make sense to stay. This new model changes the game for borrowers/loopers. By increasing the borrowers compensation during redemptions from 0.8% to 0.95% the protocol is almost entirely covering our losses. There are also interest rate changes on loans. If reUSD drops below $1.00 rates scale up automatically to generate more revenue for the system and protect the"
X Link 2026-01-23T13:08Z 11K followers, [----] engagements

"The $HYPE sell-off isn't a fundamental failure. While the broader market is struggling Hyperliquid has been hit by a very specific supply shock. A wallet cluster linked to Tornado Cash has been programmatically dumping millions of dollars worth of $HYPE directly into the order books. This entity chose to sell in the most damaging way possible: constant automated selling every few seconds. When the core team or early investors sell they use OTC deals to avoid moving the price. This Tornado entity however is intentionally creating "maximum pain." This programmatic selling triggered a chain"
X Link 2026-01-23T15:04Z 11K followers, [----] engagements

"Your 100% APR is a hidden trap. The @berachain "basis trade" is a perfect example of how DeFi rewards can turn into a trap. On paper it looks like a dream: you buy iBGT (the yield-bearing wrapper) short $BERA to stay delta-neutral and harvest a 113% APY. The real danger is the funding rate. When $BERA pumped 40% recently short funding rates on some venues hit an impressive 1000% APR. Farmers who thought they were "risk-free" suddenly found their yields being incinerated by the cost of their own hedge. To make things worse the iBGT pool is super thin; just $100k in selling pressure was enough"
X Link 2026-01-25T11:13Z 11K followers, 23.1K engagements

"Holding is good but programmatic market making is better. Ive been diving deep into DLMMs lately. While Ive never been a big Solana or memecoin user the model itself (which I first saw years ago on @LFJ_gg and @mavprotocol) is fascinating. Its not about providing liquidity; its about "Holding with Rules." It eliminates the emotional errors that kill most portfolios. @MeteoraAG DLMM is leading this niche turning liquidity into a professional "toolbox." Unlike the rigid structures of Uniswap V2 (rectangles) or V3 (bell curves) DLMMs allow for custom "Liquidity Shapes." By using a "V" shape and"
X Link 2026-01-26T16:44Z 10.9K followers, [----] engagements

"Delegating risk to the best curators is insane. Im genuinely impressed by the results @LlamaRisk is achieving with their vault on IPOR Labs. They hit $1M in deposits few days ago and immediately doubled the cap to $2M. The strategy is built around deploying capital into @StakeDAOHQ utilizing crvUSD savings boosted pools and boosted lending markets. We saw yields near 10% recently and even at the current 7.5% its impressive. Youre essentially getting passive yield managed by world-class risk curators who work with giants like @aave @ethena and @CurveFinance. What stands out most is their"
X Link 2026-01-29T11:13Z 11K followers, [----] engagements

"High-leverage loops are now safer. Let's talk about maths: If you run a 10x loop on @ResupplyFi with a $10000 initial deposit your position is sitting at $100000 in total collateral against a debt of [-----] reUSD. Under the previous model a full debt redemption was dangerous (even though it was rare). With the old 0.8% compensation a full redemption meant losing $89100 in collateral while only canceling [-----] reUSD in debt. That net loss of $180 represented a 1.8% wipeout of your initial capital. If you annualize that friction (assuming a scenario where this happens repeatedly) you are looking"
X Link 2026-01-29T15:12Z 10.9K followers, [----] engagements

"The bear case of AAVE. Im writing this to address some misunderstandings: whether you own [--] shares of Nvidia or [--] $AAVE tokens your personal influence on decisions is zero. The real divide isn't about "power" its about legal rights. Think of it as the difference between owning a restaurant and being the president of a neighborhood committee. When you buy Nvidia equity you are a legal co-owner. You own the patents the cash and the brand. The CEO and developers are like your employees. Holding AAVE makes you part of a "neighborhood association" for a piece of software. You vote on technical"
X Link 2026-01-30T08:54Z 10.9K followers, 11.4K engagements

"The era of the "Founder Jackpot" is officially over. The initial vesting schedules for the giants (@Frax @yearnfi @Uniswap and @CurveFinance) all hit 100% unlock. This means the financial burden of keeping these protocols alive has shifted entirely to the DAO. If these teams want to keep building they have to ask the community for a paycheck every single year. The numbers being thrown around are absolute madness. @SkyEcosystem is the biggest spender in the room. They are burning $27 million a year in operating expenses. They have roughly [--] full-time employees earning an average of $280000"
X Link 2026-01-30T11:25Z 10.9K followers, 37.8K engagements

"Mainnet is where the real money plays. dTrinity is finally making the jump from Fraxtal to Ethereum and it is a massive move for the $dUSD ecosystem. You cant dominate DeFi with a stablecoin if you are on a network that lacks deep liquidity. The core of @dTRINITY_DeFi is its money market where you deposit collateral like $sfrxETH $sfrxUSD or tokenized bonds to borrow $dUSD. The logic here is what makes it different: $dUSD is backed by yield-bearing assets like @fraxfinance 's $sfrxUSD or @SkyEcosystem 's $sUSDS. That yield is used as a rebate to pay off your borrowing costs. Right now the net"
X Link 2026-01-30T15:25Z 11K followers, [----] engagements

"Trading is a battle against hidden costs. Yesterday I opened a long position on Bitcoin and I wanted to show you something. If you are holding a long position on a CEX like Binance you are likely paying an average of 10% in funding and maintenance fees. Look at the numbers on @protocol_fx because the difference is massive. Here is the breakdown: Open fee: 0.3% of the total position. Close fee: 0.1% of the closing value. If you open a $50k position ($10k margin at 5x leverage) you pay a flat 0.3% on that $50k. Even if you are in profits (which increases the closing fee) you are still avoiding"
X Link 2026-01-31T08:04Z 11K followers, [----] engagements

"@ssv_network Really interesting guys"
X Link 2026-01-31T19:10Z 11K followers, [--] engagements

"HYPE is finally breaking out of its shell. The integration of $HYPE into a new ecosystem (moving beyond just EVM and into markets with deep stablecoin liquidity) is a massive catalyst for capital efficiency. Lets be real: liquidity on Hyperliquid right now is underwhelming. It has forced borrowing costs far above the main benchmarks. In fact out of those $4 billion only $400 million are on HyperEVM which would place the chain close to the top [--]. Paying 6% with only $2.5M in liquidity to borrow against your HYPE on @Morpho is honestly a joke. Its inefficient and limits what we can do as"
X Link 2026-02-01T13:57Z 10.9K followers, [----] engagements

"AAVE is holding the $127 line. This zone is key. It was a major resistance in the past and is now acting as a floor. It already served as support during the correction we saw in April [----]. Despite the recent market drop Ive been analyzing what holders are doing and the data is positive. During the last seven days we haven't seen significant sell-offs. The most relevant change is with the whales who have increased their positions by 8%. AAVE also continues to leave the exchanges. Currently there are only 4.47M AAVE deposited there which represents about 30% of the supply. This amount has"
X Link 2026-02-03T09:33Z 10.9K followers, [----] engagements

"Hyperliquid at $40: The good the bad and the ugly. The price is exploding almost doubling in just over a week. For a project with a multi-billion dollar valuation this move is incredible. Looking at the metrics everything is growing. Revenue and volume are trending up across both Hypercore and HyperEVM. The most impressive part The traders are comming in. Active users are now at [------] inching closer to the all-time high of [------]. People are finally realizing that Hyperliquid is the best-in-class product. However its not all green. We need to look at the negatives: Open Interest Crash: We"
X Link 2026-02-03T13:31Z 10.9K followers, 11.4K engagements

"The protocol Im most excited to see on MegaETH. @leveragesir allows you to trade with perpetual leverage but without liquidations or funding rates. T he model is convex: the more the price goes in your favor the more your leverage increases. I tested it personally by opening a small long on HYPE at $24. Now that Hype is at $38 the price has moved 55% but my PnL is up 81%. This shows exactly how that convex leverage works in your favor. There are some important trade-offs to understand: The Entry Fee: There is a 17% fee to open the position. Its not small but you have to compare it to the"
X Link 2026-02-03T16:42Z 11K followers, [----] engagements

"@DefiIgnas Id love to know many things about this: how much it cost them to launch there how much theyve earned and whether these networks paid Aave Labs anything behind the scenes"
X Link 2026-02-04T02:52Z 11K followers, [---] engagements

"@phtevenstrong @Uniswap @Paxos @tether Just keep farming"
X Link 2026-02-04T02:53Z 11K followers, [---] engagements

"@leveragesir We will need a lot of liquidity ;)"
X Link 2026-02-04T03:13Z 11K followers, [--] engagements

"Lidos growth is about to accelerate. While they are still the number one the data shows a clear leak. Since [----] the staking market grew by 15.5M ETH but @LidoFinance only captured 34% of that. Most of the new capital went to native stakers and institutions using platforms like Binance @stakewise_io or Liquid Collective. Lido became a simple "base layer." Users would get their stETH and immediately move it to other protocols to find better returns. They were providing the liquidity but others were keeping the profits. If Lido had kept its original market share they would have 2.7M more ETH"
X Link 2026-02-04T08:54Z 11K followers, [----] engagements

"@Zartsnarf Wow Thank you so much for your kind words I'll keep working on it"
X Link 2026-02-04T10:05Z 11K followers, [---] engagements

"Hyperliquid's unified account era is here. New users will now have unified accounts by default. This means spot and perpetuals are merged allowing you to use your entire portfolio to back your positions. However in my opinion the real game-changer is whats coming: spot equities and Forex as collateral. Imagine the possibilities when you can use Tesla stock or Gold to back your trades. We are moving toward a platform where you can pull off professional-grade moves with ease: Advanced Carry Trades: Execute interest rate strategies without moving funds between different platforms. Strong"
X Link 2026-02-04T11:15Z 11K followers, [----] engagements

"The market looks ugly as hell right now. We all know which assets perform best when things turn around and which ones have been leading lately. Ive talked before about pair trading and using tools like @_dexuai to find the weakest coins with huge unlocks that are structurally heading to zero. Instead of making single trades you can use @pear_protocol to group them into baskets. The strategy is simple: long the strength and short the trash. In recent weeks assets like HYPE Gold the S&P [---] and even BTC have held up "well". You can long those while simultaneously shorting coins that won't stop"
X Link 2026-02-04T11:17Z 11K followers, [----] engagements

"@pear_protocol @_dexuai You make "pro things" super easy 😊"
X Link 2026-02-04T12:32Z 11K followers, [--] engagements

"Lending is easily the safest way to make money in DeFi. Forget about messy LPs where you end up with imbalanced pools or loops where the debt cost eats your profit. Sometimes simple is better. Thats why the latest @SuperlendHQ integration is huge. Superlend is an aggregator for the biggest money markets (@Morpho @Aave @eulerfinance) and even the newer forks like @hyperlendx on the Hyperliquid network. How to maximize your stables: Filter by Yield: In the "Earn" section you can find crazy opportunities like depositing $USDT into Hyperlend for a 15.1% yield. Check Exposure: Always look at the"
X Link 2026-02-04T14:55Z 11K followers, [----] engagements

"From the biggest hack to the biggest shield. In [----] @thedaofund was the biggest thing in crypto until a massive hack forced the Ethereum hard fork. Today "TheDAO Security Fund" has been reactivated with $220 million. These funds are the "leftovers" from that era; tokens that were never claimed and have sat untouched for nearly a decade. The scale of this is wild: Back then TheDAO held 14% of all ETH. The recovery process created two chains: Ethereum and Ethereum Classic. The 7-person multisig in charge of the remains now holds more value than the original raise due to price appreciation. The"
X Link 2026-02-04T16:40Z 11K followers, [----] engagements

"HIP-3 markets are evolving fast. While @tradexyz moves billions in volume and remains the heavyweight (we'll definitely have to speculate on that potential airdrop soon) the new wave of competitors is growing fast. 1/ @Dreamcash The "new kid" on the block is moving like a veteran. DreamCash hit a peak of $390M in weekly volume this week. USA500 is currently their most traded pair proving that the hunger for TradFi exposure in DeFi is real. 2/ @markets_xyz Kinetic is also showing consistent strength. They reached a $98M daily volume record this Tuesday. Their activity is split between the"
X Link 2026-02-05T09:23Z 11K followers, [----] engagements

"My biggest loss during this cycle. A few days ago I mentioned my worst trades. Holding the Hypurr NFT was one. If I had sold it on day one Id have much more cash now. But the real disaster was my BNB long. After October 10th BNB bounced hard. There was a lot of talk saying Binance caused the market drop and honestly the price action was so weird I almost believed it. [--] hours after the biggest liquidation of crypto's history BNB was almost at highs. It looked incredibly strong so I went long. I used @sigmadotmoney a fork of @protocol_fx. They call themselves a "no liquidation" protocol. It"
X Link 2026-02-05T11:06Z 11K followers, [----] engagements

"@JoeWaitOfficial @yieldbasis Do you think Llamalend v2 could be a solution"
X Link 2026-02-05T11:11Z 10.9K followers, [---] engagements

"@FxIntern I'm not fudding the protocol. I learnt a lot from it and this won't happen again"
X Link 2026-02-05T12:30Z 11K followers, [---] engagements

"MakerDAO and Ethena surrendered. Polaris wont. 98% of the stablecoin market is centralized and issuers are keeping all the profit. Even decentralized teams are surrendering: @SkyEcosystem pivoted to RWA and @ethena depends on CEX funding rates. Enter @polarisfinance_. This is a bet against the current trend focusing on pure decentralization and censorship resistance. To understand Polaris you need to know three tokens: pETH: Ethereum used as collateral. Its floor price is designed to grow over time. pUSD: The native stablecoin. POLAR: The governance token. The "Flywheel" effect here is"
X Link 2026-02-05T12:57Z 11K followers, [----] engagements

"@Mabub2Abdulaziz It's not over. We have to focus on growing our lows"
X Link 2026-02-05T14:24Z 11K followers, [--] engagements

"Hyperliquids HIP3 ecosystem is already in DeFiLlama. Ive spent the day digging into the new @DefiLlama dashboards for HIP3. While third-party sites often have more info seeing this consolidated shows just how much the "permissionless perp" narrative is maturing. Look at @tradexyz as the prime example: Theyve already hit $5M in cumulative revenue. To launch a HIP3 market you need to stake 500k Hype (which at current prices is roughly $15M). In just three months theyve already recouped a third of that "entry cost" in pure revenue. The volume is even more insane. Tradexyz is approaching $40B in"
X Link 2026-02-05T15:12Z 11K followers, [----] engagements

"@StakeDAOHQ Yes I know You are doing great"
X Link 2026-02-06T01:15Z 11K followers, [---] engagements

"@DAdvisoor @protocol_fx @cyrille_briere This also happens in v2. Once the liquidation brake takes place the new liquidation point is just 2-3% below. So the size starts reducing super quick"
X Link 2026-02-06T02:54Z 11K followers, [--] engagements

"Feeling like an idiot is part of the process. Ive been glued to the charts all week watching the market dump and its been a while since I felt this bad. This level of stress and capitulation is a lesson one that feels familiar after multiple cycles. Were entering a phase where spot buying gets interesting not leverage and the urge to do something stupid is high. The noise is the worst: the same voices calling for $200k weeks ago now scream $30k. Pure opportunism. So Im disconnecting for the weekend and coming back when these prices feel normal. Go outside. Touch grass. The charts will still"
X Link 2026-02-06T09:44Z 11K followers, [----] engagements

"Aave v4 will change the rules of the liquidation game. Token Logic just released a deep dive on v4's liquidation parameters. In @aave a 1% adjustment could be a multi million-dollar decision. We are moving from "one size fits all" to a Hub & Spoke model. This means the DAO can now decide exactly how to liquidate positions and split profits for each specific market (spoke). There are two main paths: The "Benevolent" Model The goal here is minimal intervention. Instead of liquidating as soon as you hit a risk ratio of [--] the protocol might wait until [----]. The liquidation amount is also small"
X Link 2026-02-07T10:41Z 11K followers, 10.6K engagements

"Why Im watching Ebisu but moving with caution. Ebisu just launched their Leveraged Vaults promising a simple 1-click 4x leverage on WETH and WBTC. Heres how the engine actually works: Its a wrapper built on top of a @LiquityProtocol v2 fork. Instead of you manually managing a Trove @ebisu_finance uses the ERC-4626 vault standard. You deposit your collateral and the protocol uses atomic flashloans to loop your position up to 4x instantly. The "magic" part Fixed interest rates. In a bull market funding rates on CEXs or Perps can eat you. Ebisu (thanks to Liquity's tech) locks in the debt cost"
X Link 2026-02-07T15:12Z 11K followers, [----] engagements

"Comparing your current balance to your All-Time High is the fastest way to depression. Ive been looking at a wild chart today: Bitcoin vs. USDT Dominance. It is impressive how @tether manages to keep its crown in the fastest-growing niche of the cycle. Despite dozens of new competitors USDT dominance is climbing back toward the levels we saw at the bottom of the last bear market. When dominance spikes like this it usually signals a phase of lateral movement. The "boring" part of the cycle where everyone starts thinking if crypto was even a good idea. I didn't think we would reach these levels"
X Link 2026-02-08T11:21Z 11K followers, [----] engagements

""Code is law" is beautiful but the reality of DAOs is messier. We need to stop arguing about what a DAO is and start looking at what it does. Historically @thedaofund was just a smart contract holding a lot of money. It wasn't autonomous; it was just a pot of capital. Today the keyword shouldn't be "Autonomous" but Sovereign. A true DAO is a sovereign entity where token holders have total control. This means owning the code but also (as it's been discussed now) the brand the domains and the treasury. Weve seen this tension explode recently: @aave: A massive internal clash between the DAO and"
X Link 2026-02-08T15:23Z 11K followers, [----] engagements

"@Hyperliquid_Hub Congrats for this growth"
X Link 2026-02-09T02:45Z 10.9K followers, [---] engagements

"@Hyperliquid_Hub Cool graph"
X Link 2026-02-09T10:56Z 10.9K followers, [--] engagements

"@Aster_DEX @coupon_ichigo @Crypto_He @daxiong8837321 @nofA_ai is the trading strat public"
X Link 2026-02-09T11:04Z 10.9K followers, [---] engagements

"@USDai_Official How is yield source distributed now"
X Link 2026-02-09T11:09Z 10.9K followers, [---] engagements

"MegaETH won't launch its token (yet). Most projects treat a TGE like an IPO a finish line for the team to cash out. MegaETH is treating their token as a business accelerator as @hotpot_dao said in his latest article. They arent launching until they prove the network actually works. Theyve set three strict triggers for the launch. If these aren't met there is no token: The native stablecoin ($USDm) must maintain a 30-day average of $500M in circulation. This translates to $20M in annual yield. At least [--] @megamafia apps (their hyper-vetted accelerator projects) must be fully deployed and"
X Link 2026-02-09T11:28Z 11K followers, [----] engagements

"@Vicks_vic @yearnfi And depegged probably"
X Link 2026-02-09T12:32Z 11K followers, [--] engagements

"Retail was sleeping on Stratas PTs on Aave. While the official announcement went mostly unnoticed the money moved fast. The $50M deposit cap was hit almost immediately. There isn't a single dollar left. Here is why this loop will be so profitable: @strata_markets splits USDe into two parts. The Senior USDe is the one to watch. It is designed to pay a stable yield because the Junior part takes the risk if returns are below the threshold. For months srUSDe has paid more than a standard stablecoin deposit on Aave witch is the main goal. Now that it is on @pendle_fi and @aave the math is very"
X Link 2026-02-09T13:33Z 11K followers, [----] engagements

"Permissionless doesnt mean accessible. Hyperliquids HIP-3 is growing fast and we've talked about it. Weve moved from a central team deciding what gets listed to a "pay-to-play" model where different companies fight to list new markets. But the barrier is high: staking 500k $HYPE just to open your own DEX while assuming risks and extra costs for new listings. Out of the $40B total volume transacted @tradexyz is crushing it with 90% of the market share generating $5.8M in annual revenue. Theyve already set a path to ROI in under [--] years. Meanwhile others like @felixprotocol or @ventuals face a"
X Link 2026-02-09T15:18Z 11K followers, [----] engagements

"@CryptoISFreedom @Possum_Finance @0xWhizMiz @rektdiomedes @lampropeltis_ @cyrille_briere @taowang1 @Ivangan_1541 Probably we have to build a dune dashboard to know the size reduction. This should be considered as a liquidation as well"
X Link 2026-02-09T16:25Z 11K followers, [--] engagements

"@phtevenstrong 👀"
X Link 2026-02-10T06:27Z 11K followers, [---] engagements

"@JoeWaitOfficial Who are them"
X Link 2026-02-10T06:30Z 11K followers, [--] engagements

"@smyyguy I think this benchmarks will go even lower with AAVE v4"
X Link 2026-02-10T06:32Z 11K followers, [--] engagements

"@CryptoISFreedom @Possum_Finance @0xWhizMiz @rektdiomedes @lampropeltis_ @cyrille_briere @taowang1 @Ivangan_1541 Yes the marketing has to be rethought. Because some traders could be wrong on what they'd get out of the protocol"
X Link 2026-02-10T08:29Z 11K followers, [--] engagements

"@MetronomeDAO @Sandude3 Just joined Thanks"
X Link 2026-02-10T09:01Z 11K followers, [--] engagements

"@DeFiVoyager_X @CurveFinance @AerodromeFi I'm a 75% down. However I could take a loan and farm with it with no liquidations via @40acres_Finance and this helped"
X Link 2026-02-10T09:06Z 11K followers, [---] engagements

"@JoeWaitOfficial Wow Are they opening public vaults or is it everything private Probably the best idea would be to invest on their stock 😵💫"
X Link 2026-02-10T09:09Z 11K followers, [--] engagements

"@IncognitoCreate @CryptoHayes Inflate the ENA price for ventures to get out is not a good idea"
X Link 2026-02-10T12:41Z 11K followers, [---] engagements

"@SeanKelleyX @aave @Frax Thanks for sharing I'll read this"
X Link 2026-02-10T12:45Z 11K followers, [--] engagements

"@SeanKelleyX @aave @Frax 🫡"
X Link 2026-02-10T12:47Z 11K followers, [--] engagements

"I am bullish on $AAVE and on-chain explains why. Despite the market looking ugly and the friction between the DAO and the team the "hard hands" are positioning themselves. Usually a governance conflict leads to a mass exit but were seeing the exact opposite. The metrics since the April [----] local bottom are insane: Concentration: Back then the top [---] wallets held 62.34% of the supply. Today they hold 80.36%. Smart Money: @nansen_ai data shows that "Smart Money" wallets have nearly doubled their positions going from 337k units (2.11%) to almost 600k units (3.65% of supply). Exchange Outflows:"
X Link 2026-02-10T13:23Z 11K followers, [----] engagements

"EthStrategy is offering a 30% yield on ETH. The protocol acts like @MicroStrategy but for ETH. It doesn't look for mercenary liquidity; it issues long-term debt (4.2 years) to accumulate Ethereum. When you deposit stablecoins you receive two things: CDT (Collateralized Debt Token): A fungible digital receipt of your deposit. A NFT option: A call option on ETH with an out-of-the-money strike price that moves based on demand. The 30% yield comes from a calendar spread using @DeriveXYZ. They are basically selling time. By continuously selling short-term options they harvest theta decay. Right"
X Link 2026-02-10T15:09Z 11K followers, 12K engagements

"Something I didn't know about DeFiLlama AI. The coolest feature isn't just the chat it's the suggested queries. You can now go to any protocol (example @ConvexFinance) and see automated questions that reveal the truth behind the numbers: Is a [---] P/F Ratio actually a value play Is that high APY pool real or just a farm-and-dump What exactly caused a 9% drop in the last few days You just click and it runs the search. Ive been using it for content but the potential for deep-dive analysis is huge once you start using agents and automations. If we look at $CVX right now the P/F ratio has been"
X Link 2026-02-10T16:50Z 11K followers, [----] engagements

"@cyphera___ @MicroStrategy @0xTex can you give us more details"
X Link 2026-02-11T00:32Z 11K followers, [---] engagements

"@FraxDaddy @SeanKelleyX @aave @Frax I'll have to update myself on this"
X Link 2026-02-11T00:33Z 11K followers, [--] engagements

"@crypto_sonny @CurveFinance @AerodromeFi @ConvexFinance At least you don't have a 4y lock I prefer it via @asymmetryfin"
X Link 2026-02-11T00:34Z 11K followers, [--] engagements

"@AxisFDN What are you going to do differently"
X Link 2026-02-11T00:36Z 11K followers, [---] engagements

"@aleeeexcool @CurveFinance @AerodromeFi Yes but not enough in a bear market I guess"
X Link 2026-02-11T00:37Z 11K followers, [--] engagements

"@Levi_Researcher @MicroStrategy Yes"
X Link 2026-02-11T00:37Z 11K followers, [---] engagements

"@Ceazor7 @LiquityProtocol @CurveFinance @FortaNetwork @protocol_fx @frog_e_nomics @DigitalAssets @JoestarCrypto @WCNetizens @yearnfi @omgcorn @SamExotic3 @eth_strategy @rektdiomedes @SAMALTCOIN_ETH @fundstrat Thanks Ceazor Such an honor again :)"
X Link 2026-02-11T00:39Z 11K followers, [--] engagements

"@Ivan1995887 Source of yield is different. Not reslly decentralized 😂"
X Link 2026-02-11T00:40Z 11K followers, [--] engagements

"@SectorOneDEX @bread_ 👀"
X Link 2026-02-11T01:15Z 11K followers, [--] engagements

"@MetronomeDAO @jeffthedunker @OdysseyFi Has he done any video talking about the whole protocol"
X Link 2026-02-11T01:17Z 11K followers, [--] engagements

"@Rabby_io @Black_Nagh So cool"
X Link 2026-02-11T01:18Z 11K followers, [--] engagements

"@Raacfi @GearboxProtocol @ConvexFinance @beefyfinance @tulipacapital Amazing guys"
X Link 2026-02-11T01:24Z 11.1K followers, [--] engagements

"@Contango_xyz When v3 👴🏻"
X Link 2026-02-11T01:25Z 11K followers, [--] engagements

"The Yield Tranching meta is officially exploding. Strata just doubled their cap from $50M to $100M. The integration with @aave is scaling their TVL fast and they need it because competition is arriving. @roycoprotocol is launching a very similar product and @phtevenstrong is working on @mezzanine_fi which is also a protocol in the same niche. Yield Tranching is clearly becoming a trend. The main issue right now is execution. Doing these loops manually is tedious and slow. I checked @Contango_xyz to see if this loop was available but it isn't there yet. Generally among the profitable options"
X Link 2026-02-11T09:02Z 11K followers, [----] engagements

"IPOR is making a chess move with Aave. They aren't just integrating; they are building Fusion to be ready for Aave v4s "Hub and Spoke" architecture before it even launches. As you already know in this new setup the Hub acts as a liquidity reserve while Spokes operate as independent markets with their own rules. Why is this a big deal for @ipor_io Efficiency: Fusion will launch automated vaults on @aave using eMode. We are talking about 93% LTV for ETH/BTC and a massive 97% for stablecoins. Speed: While high leverage carries depeg risks Fusions automated position management is designed to"
X Link 2026-02-11T11:06Z 11K followers, [----] engagements

"@BillyMcgrath24 @aave @roycoprotocol @phtevenstrong Why"
X Link 2026-02-11T12:44Z 11K followers, [--] engagements

"USD stablecoins have been flat since October. Weve been stuck around the $300 billion mark since October. Historically when the growth of USD-pegged stablecoins stops or declines we enter difficult or even bearish periods. Its a clear cooling signal. However non-USD stablecoins are telling a completely different story. While the dollar side is flat the supply of non-USD stablecoins has grown from $1.1B to $1.5B since October. @patfscott made me discover this. They only represent 0.48% of the total market but the growth is consistent. While Euro-pegged coins like Circles EURC or EURCV dominate"
X Link 2026-02-11T13:19Z 11K followers, [----] engagements

"@beefyfinance @Raacfi @ConvexFinance @StakeDAOHQ When"
X Link 2026-02-12T00:27Z 11.1K followers, [--] engagements

"@libertar1en @yieldbasis @CurveFinance I also think it woul've been a better idea"
X Link 2026-02-12T00:28Z 11K followers, [--] engagements

"@0x1CMC @aave @roycoprotocol @phtevenstrong Yes more utility will make the protocol to grow"
X Link 2026-02-12T00:32Z 11K followers, [--] engagements

"@_SmokinTed @aave @roycoprotocol @phtevenstrong @Infinit_Labs Yes really helpful on these cases 🤪"
X Link 2026-02-12T00:33Z 11K followers, [--] engagements

"@0xBobdbldr @aave @roycoprotocol @phtevenstrong I haven't read about it yet. What do you mesn with price protection"
X Link 2026-02-12T00:34Z 11K followers, [--] engagements

"@bread_ @LoraFinance What is the difference between SIR and Lora @leveragesir"
X Link 2026-02-12T00:41Z 11K followers, [---] engagements

"@Ceazor7 @RamsesExchange @RyanSAdams @protocol_fx @hell0men @yieldbasis @scupytrooples @rails_finance @LiquityProtocol @aave @ipor_io @aadvark89 @megaeth @aztecnetwork @fintechfrank @Uniswap @lex_node @stacy_muur @sassal0x Enjoyed this one a lot Thanks :)"
X Link 2026-02-12T00:49Z 11K followers, [--] engagements

"@Token_Logic @Bybit_Official They've waited too much"
X Link 2026-02-12T00:53Z 11K followers, [--] engagements

"@AltitudeFi_ @Black_Nagh Really cool. Any news on the neo"
X Link 2026-02-12T00:54Z 11K followers, [--] engagements

"@_dexuai @CryptoKoryo Super cool Keep shipping"
X Link 2026-02-12T00:57Z 11K followers, [--] engagements

"@JasonvuTech What about PNL curves lately"
X Link 2026-02-12T00:58Z 11K followers, [--] engagements

"@bjnpck @0xprivacypools Interesting"
X Link 2026-02-12T01:07Z 11K followers, [---] engagements

"@CloutedMind @MicroStrategy Hahahaha not an AI account. I only use it to digest everything properly and to structure the post a bit"
X Link 2026-02-12T01:25Z 11K followers, [--] engagements

"@JasonvuTech Mmm got it. So you are investing on the LP price performance and you can't compare it to a two asset position"
X Link 2026-02-12T03:50Z 11K followers, [--] engagements

"@JoeWaitOfficial @yieldbasis @CurveFinance I guess this is good (or what it should be). Thanks for your research work Joe"
X Link 2026-02-12T10:43Z 11K followers, [--] engagements

"GammaSwap faced a systemic stress. And audits didn't see it coming. It wasn't a hack but a chain reaction on Arbitrum. It started with the WETH-USDC pool hitting 98% utilization. That is much of the pools liquidity was being used in the protocols automated perpetual options strategy. When ETH dropped fast the Uniswap range went full ETH (something we talked about in the mentioned post) and a $200k position was left with only $6k in liquidity. Thats when the liquidation bot woke up. The bot tried to liquidate everything in a single transaction through its own pool to avoid external oracle"
X Link 2026-02-12T11:08Z 11K followers, [----] engagements

"Why does Morpho pay more than Aave Youd think a blue-chip like @aave would have the most competitive rates but the data tells a different story. Low-risk @Morpho vaults (like @gauntlet_xyz Prime) consistently outperform Aave by an average of 1.5%. (Image and data from @SilvioBusonero) Many assume this is a "collateral optionality" premium (paying for the right to use your deposit as a guarantee) but the numbers debunk this: 89% of USDC on Aave isn't even used as collateral. The real reason lies in the user profile: Aave is infrastructure. Its the "DeFi basement" for large companies and DAOs"
X Link 2026-02-12T13:15Z 11K followers, 11.5K engagements

"Polaris is building the ETH floor price. Their Bond Curve isn't just a launchpad mechanism like Pump(.)fun; its a design for pETH to have a mathematically guaranteed price floor. It works as an internal AMM: you mint pETH by depositing ETH and burn it to get your ETH back. No external LPs are required because the liquidity stays within the contract. Every transaction fee (including sells) is used to burn pETH. This means the floor price rises with every swap. Also to get POLAR tokens you are forced to burn pETH. This reduces the pETH supply even further accelerating the rise. But the real"
X Link 2026-02-12T16:45Z 11K followers, [----] engagements

"@PendleIntern @strata_markets @aave @pendle_fi Any way to automate the loop"
X Link 2026-02-13T04:45Z 11K followers, [---] engagements

"@SemanticLayer @Polymarket Holy shite"
X Link 2026-02-13T04:46Z 11K followers, [---] engagements

"@Wajahat Thanks for sharing. Interesting loops ;)"
X Link 2026-02-13T09:49Z 11K followers, [--] engagements

"@DAdvisoor @polarisfinance_ These guys are goooood"
X Link 2026-02-13T10:23Z 11K followers, [--] engagements

"Track what happens behind the scenes in Liquity. As you know @LiquityProtocol is one of my favorite protocols because it allows you to mint stablecoins with a fixed interest rate on your debt. The "catch" is that if BOLD loses its peg redemptions can happen to fix it. @rails_finance lets you analyze every single "trove" (the individual debt positions) to see exactly how users are managing that risk. Ive been digging into the data and here is what stands out: You can sort troves by collateral (WETH wstETH rETH) and see who the biggest borrowers are. You can click on a specific trove and see"
X Link 2026-02-13T10:54Z 11K followers, [----] engagements

"@Togbe0x @aave @Morpho @gauntlet_xyz I do think the same. But why riskier"
X Link 2026-02-13T10:55Z 11K followers, [--] engagements

"@dennisbree @aave @Morpho @gauntlet_xyz So you think institutions will be moving to Morpho"
X Link 2026-02-13T10:56Z 11K followers, [--] engagements

"@TheMogn I do think so. @TokenBrice can you help us"
X Link 2026-02-13T10:58Z 11K followers, [--] engagements

"@Nick_Researcher @aave @Morpho @gauntlet_xyz It's a matter of time"
X Link 2026-02-13T10:59Z 11K followers, [--] engagements

"@leveragesir Thanks"
X Link 2026-02-13T11:01Z 11K followers, [--] engagements

"@Ivangan_1541 @protocol_fx I need to look at them. Can you give me a list on your best ones"
X Link 2026-02-13T11:50Z 11K followers, [--] engagements

"@MAnwanakak64855 @aave Crazy growth"
X Link 2026-02-14T11:38Z 11K followers, [--] engagements

"@Nick_Researcher @aave And they will still be"
X Link 2026-02-14T11:38Z 11K followers, [--] engagements

"@summerfinance_ @aave @fraxfinance Nice combo here"
X Link 2026-02-14T11:40Z 11K followers, [--] engagements

"@fraxfinance @aave Thank you so much for sharing Appreciate it a lot"
X Link 2026-02-14T11:41Z 11K followers, [--] engagements

"Aave remains the king of money markets. The protocol has been battle-tested since [----] and this past month was a massive success in terms of numbers. TVL hit $57B which is 60% higher than last year. To put that in perspective at its peak @aave handled $75B comparable to a top [--] bank in the US. Now we are on the 54th spot: Here is the breakdown of the January performance: Total Loans: $23B active loans (up 58% year-on-year). In fact they have issued more debt than all their competitors combined. Interest Paid: Over $75M in interests was paid by borrowers in just one month. Most of that money"
X Link 2026-02-13T16:54Z 11.1K followers, [----] engagements

"The $90k to $80k drop was a gift for YieldBasis. We just saw Bitcoin drop from almost a 10% this week and while most people were scared the @yieldbasis numbers were doing something spectacular. If you look at the data from @llamaintern and the @vasily_sumanov image the returns generated from this move were impressive. However the staking rates for $cbBTC and $tBTC are almost at highs showing that users in those pools aren't expecting. You can check this on @valueverse_ai Dune dashboard. Were already seeing a shift with Ethereum. Youre now earning more through the yield-bearing version of the"
X Link 2026-02-01T11:03Z 11K followers, 28.9K engagements

"Yield Basis returns are looking very good again. If you check their website yields are back to double digits in the yield bearing version with some cases paying nearly 22% APY. However jumping from the staked version to this one only makes sense if you expect volatility to continue as that is what generated these returns. The market sentiment is shifting. Recently I mentioned that 90% of the BTC on the platform was staked. That has now dropped to 80% as users move toward the other option expecting more volatility. However the yield for the staked version will likely spike this week due to"
X Link 2026-02-03T11:48Z 11K followers, [----] engagements

"@leveragesir Is there any way to see how much is comming from every yield source"
X Link 2026-02-12T01:08Z 11K followers, [--] engagements

"Hyperliquid is cooling off. And this is what a healthy market needs. Today I want to share three interesting charts. First @LorisTools shows a major shift in HIP-3 volume. We moved from 70% silver dominance to 44% today. Concentration is never healthy so seeing volume spread out is a positive sign. However the Price vs. Open Interest chart is a warning. OI is dropping fast. Even though user growth is still strong the price/OI correlation is brutal. With the current market looking as ugly as it does I wouldn't be surprised to see $HYPE drop to the $20 range again. But here is the long-term"
X Link 2026-02-12T15:05Z 11.1K followers, [----] engagements

"@peazyfh @aave @fraxfinance I do think the same ;)"
X Link 2026-02-13T10:53Z 11K followers, [---] engagements

"@LRonaldio @aave @fraxfinance Liquidity flood soon"
X Link 2026-02-13T10:54Z 11K followers, [--] engagements

"@LoraFinance @Xatarrer @bread_ @leveragesir What about liquidations and funding rates How do they work on your protocol"
X Link 2026-02-13T11:00Z 11K followers, [--] engagements

"@LoraFinance @Xatarrer @bread_ @leveragesir Interesting Thanks ;)"
X Link 2026-02-14T11:41Z 11.1K followers, [--] engagements

"LayerZero will fix the replication problem. But is this enough Right now networks like Ethereum are slow because every single validator has to download and repeat the same process. The network only moves as fast as its slowest validator. Solana tried to fix this by demanding powerful hardware but that sacrifices decentralization. We are also seeing MegaETH doing something similar at the software level but built on top of Ethereum. Zero flips the script by separating execution from verification using zk-proofs. In this model one powerful computer does the heavy lifting (Block Producers) and"
X Link 2026-02-14T14:59Z 11.1K followers, [----] engagements

"The $YB governance battle is officially on. @yieldbasis has solved the IL problem for BTC/ETH but now the real game is deciding where to park your $YB tokens for maximum efficiency. We have many teams fighting for your capital and the yields are screaming. The Native Path: Yield Basis Locking directly on the protocol gives you full voting power and a solid 14% yield paid in BTC. Its the purest play but you are tied to the locking period. The Liquid Play: @StakeDAOHQ They offer a liquid wrapper (sdYB) that currently holds a strong 933% peg. You get paid a 161% APR in BTC but keep the"
X Link 2026-01-12T09:13Z 11.1K followers, [----] engagements

"The "Pro" pivot will save Hyperliquid. The Oct 10th liquidation cascade was brutal but looking at the data it might have been the best thing to happen to the protocol. We saw a 44% drop in volume and a 35.7% collapse in Open Interest. On paper it looked so bad but while retail farmers moved on to chase airdrops the professionals have stayed. We are seeing a fascinating divergence: while volume remains low Open Interest is steadily climbing back. This tells us that the capital currently in Hyperliquid isn't tourist money; its sophisticated and sticky. The scale of what Hyperliquid is doing is"
X Link 2026-01-24T14:24Z 11.1K followers, 32.5K engagements

"Most LPs lose money without realizing it. The biggest lie in DeFi is that Impermanent Loss is the only enemy. In reality the "invisible" cost of toxic flow is whats actually killing your returns. Most IL calculators don't track this. And those bots have been feasting on these micro-opportunities for years capturing money that belongs to you. @KyberNetwork is tackling this with Fairflow. Instead of trying to "fight" the arbitrage bots theyve built a system to capture it and give it back to the providers. They use a specialized Uniswap v4 "hook" that restricts pool interactions. Only Kyberswaps"
X Link 2026-01-27T11:21Z 11.1K followers, [----] engagements

"crvUSD just survived a massive stress test. The stablecoin faced a significant depeg over the last few days. People get alarmist and immediately check CoinGecko but that is a mistake. Dont look there; look at @CurveFinance. That is where the liquidity is and where you can see the real price. The peg is already recovering and is back to near parity. This is thanks to all mechanisms and the high interest rates borrowers are paying. Right now those borrowing crvUSD against Bitcoin are paying a massive 15% APR while the market benchmark is under 4%. Utilization is low but when debt is this"
X Link 2026-02-03T15:07Z 11.1K followers, 35.9K engagements

"Volatility is the best revenue driver for DeFi. Certain protocols are literally built to monetize uncertainty and we are seeing a massive disconnect between token prices and actual fundamentals. During the last market dip some protocols saw their revenue multiply by 6x while their token price fell 40%. The winners in this environment are the "Volatility Kings": @CurveFinance @yieldbasis and @AerodromeFi. Also $HYPE had a massive pump. The first ones share a common trait: veTokenomics. They capture fees bribes and governance power. In weeks of high stress these models become incredibly"
X Link 2026-02-09T08:48Z 11.1K followers, [----] engagements

"Aave is sitting on $1B in idle stables. Think about that. $1160000000 in USDT alone was just chilling in reserves throughout [----]. When capital sits still it dilutes the yield for everyone. An average APY of 4% is fine but its not competitive when "risk-free" T-bills offer the same with higher security. The solution being discussed: The Reinvestment Controller. The plan is to take a portion of that idle liquidity and put it to work in RWAs like bonds. We are talking about moving from 4% to 5% or more across the entire protocol. That sounds small until you realize it could effectively double"
X Link 2026-02-09T16:53Z 11.1K followers, 16K engagements

"TradeXYZ is becoming a giant on Hyperliquid. They didn't reinvent the wheel; they just built on the solid foundation of Hyperliquid. The growth is impressive: Open Interest jumped from $150M in November to $700M today. Daily volume is now consistently above $1B (peaking at $4.6B a week ago). Right now they dominate the market with an 80-90% share of HIP-3 markets. Theyve found the perfect formula: Efficiency: Their spreads are around 0.03% while competitors on other chains are at 3%. That gap makes competition almost impossible. Accessibility: Native crypto traders are moving into TradFi"
X Link 2026-02-13T13:04Z 11.1K followers, [----] engagements

"A new DeFi experiment: the first fully gas-free L2. Think about that. A blockchain where you dont pay gas fees because the business model is different. Instead of extracting fees from users the network funds itself through the yield generated by bridged assets and dApp activity. Theyve introduced a tri-token model that reminds me of Berachain but with important changes: SNT: The native token (which is already live) used for staking. KARMA: A soulbound (non-transferable) reputation token. You earn it by staking SNT or providing liquidity. It gives you governance power and unlocks free"
X Link 2026-02-15T14:44Z 11.1K followers, [----] engagements

"@robinmarketsxyz @Polymarket @PolymarketBuild Congrats brothers"
X Link 2026-02-16T02:47Z 11.1K followers, [--] engagements

"@quotedotxyz @Dreamcash @tradexyz When live"
X Link 2026-02-16T10:51Z 11.1K followers, [---] engagements

"@Crytal420 Now they are focusing on business model growth. After that they will start working on value accrual"
X Link 2026-02-17T01:24Z 11.1K followers, [--] engagements

"Ethena fee switch could break the project. USDe is the product and ENA is the token. They have different roles. Right now USDe is a great collateral because of its yield. That is its only competitive advantage. If you activate the fee switch to pump $ENA you have to take that yield away from USDe. If USDe pays less than T-bills @ResolvLabs (main competitor) or an Aave deposit users will leave. Fewer users means less revenue which leads to weak buybacks anyway. In fact since the market started going down the stablecoin supply has done the same and it now pays less and is subject to unfavorable"
X Link 2026-02-10T11:13Z 11.1K followers, 21.3K engagements

"A new way to provide liquidity. I decided to join @SectorOneDEX seed round with @0xbloquegenesis because they are introducing DeFi primitives that solve the biggest headache for retail: managing concentrated liquidity. Most people lose money to impermanent loss or toxic flow while trying to adjust ranges in typical DEXs. Sector One changes the game with "Bin-based AMMs." Here is why I like this project: Custom Liquidity Shapes: You don't just pick a range; you create your own curve. This allows you to set up strategies to buy low and sell high automatically. Zero Slippage: If a swap happens"
X Link 2026-02-13T14:57Z 11.1K followers, [----] engagements

"What about holding a long position for [---] days Bitcoin usually takes around [----] days to reclaim its ATH after losing it. We are roughly [---] days in meaning we could have [---] days (2.5 years) of waiting ahead. If you use a standard Perps exchange the cost isn't the entry fee its the funding rate. Look at these hypothetical calculations: With an average annual funding rate of 10% a 3x leverage position of $10000 ($30000 size) would cost you $7500 just in fees over [---] years. If BTC doubles and your $10k becomes $30k youre left with only $22500. You gave away 25% of your position to the"
X Link 2026-02-16T13:13Z 11.1K followers, [----] engagements

"The third giant in the stablecoin market. The stablecoin sector is over $300B but USDT and USDC control 85% of it. They capture massive yields and share nothing with users. Frax is positioning frxUSD to break this duopoly by offering a better unit economic model for everyone. The future of "real money" on-chain will likely consolidate into [--] or [--] winners. To compete you must match the trust of the giants but offer more value. Because it is built on smart contracts bond yields are tokenized and distributed instantly. With @chaoslabs monitoring the backing (same team working for the Aave DAO)"
X Link 2026-02-16T14:43Z 11.1K followers, [----] engagements

"Copy-trading on Polymarket with AI agents. The latest update from @SemanticLayer is massive. Ive been using their agents for a while one following ChatGPTs predictions and another doing the counter. After a few weeks Im basically at break-even likely due to low capital and fees but this new integration changes everything. Semantic Layer has built a "Smart Money" filter for Polymarket. They aren't just looking at who gets lucky; theyve listed traders who manage risk consistently over thousands of trades. Some of these profiles are insane: $1M in profit vs. only $100k in losses. Thats a 10x"
X Link 2026-02-16T16:56Z 11.1K followers, [----] engagements

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