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# ![@TheBlockSense Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1982428275902414848.png) @TheBlockSense TheBlockSense

TheBlockSense posts on X about defi, crvusd, liquidity, business the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1982428275902414848/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1982428275902414848/c:line/m:interactions.svg)

- X Week XXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1982428275902414848/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1982428275902414848/c:line/m:posts_active.svg)

- X Week XX -XX%

### Followers: XXX [#](/creator/twitter::1982428275902414848/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1982428275902414848/c:line/m:followers.svg)

- X Week XXX +9.30%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1982428275902414848/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1982428275902414848/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [exchanges](/list/exchanges)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[defi](/topic/defi) #3992, [crvusd](/topic/crvusd) #19, [liquidity](/topic/liquidity), [business](/topic/business), [onchain](/topic/onchain) #3010, [$btc](/topic/$btc) #2568, [sol](/topic/sol), [money](/topic/money), [meta](/topic/meta), [cvx](/topic/cvx)

**Top accounts mentioned or mentioned by**
[@curvefinance](/creator/undefined) [@yieldbasis](/creator/undefined) [@convexfinance](/creator/undefined) [@aerodromefi](/creator/undefined) [@rickbarber](/creator/undefined) [@base](/creator/undefined) [@cvxcollectiva](/creator/undefined) [@aave](/creator/undefined) [@thedefinvestor](/creator/undefined) [@cryptogirlnova](/creator/undefined) [@solana](/creator/undefined) [@crediblecrypto](/creator/undefined) [@dromoslabs](/creator/undefined) [@belizardd](/creator/undefined) [@thewhitewhalev2](/creator/undefined) [@cryptoreviewing](/creator/undefined) [@votiumprotocol](/creator/undefined) [@veronken](/creator/undefined) [@shanaka86](/creator/undefined) [@velodromefi](/creator/undefined)

**Top assets mentioned**
[crvUSD (CRVUSD)](/topic/crvusd) [Bitcoin (BTC)](/topic/$btc) [Convex Finance (CVX)](/topic/convex-finance) [Goldfinch (GFI)](/topic/goldfinch) [Ethereum (ETH)](/topic/ethereum) [Chainlink (LINK)](/topic/chainlink) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Solana (SOL)](/topic/solana)
### Top Social Posts
Top posts by engagements in the last XX hours

"Yeah this is the uncomfortable truth a lot of RWA marketing tries to hide. Goldfinch wasnt some deep experiment in on-chain credit it was old-school unsecured lending to hard markets with a DeFi wrapper and a dashboard. If the borrower quality and covenants are trash putting it on Ethereum doesnt magically fix the risk. Good RWAs are boring: real collateral enforceable recourse transparent cashflows and as much of the data/behavior on-chain as possible. If the only thing on-chain is the fundraising you didnt reinvent credit you just found a new way to source bagholders"  
[X Link](https://x.com/TheBlockSense/status/1995130276666572917)  2025-11-30T13:58Z XXX followers, XX engagements


"This is the first bridge design that actually feels built around users not just pipes. Dual validators + any-token support + the twin-contract bridge + swap + lock in one go paid with SOL is a legit UX unlock as long as the added safety assumptions (Chainlink + Coinbase) hold this is how you quietly turn Base into the default second home for Solana liquidity"  
[X Link](https://x.com/TheBlockSense/status/1997610972928770433)  2025-12-07T10:15Z XXX followers, XXX engagements


"People calling for $160k$170k BTC again. Im not here to fight the targets Im just asking the boring question: wheres the fresh liquidity coming from"  
[X Link](https://x.com/TheBlockSense/status/1998427841617105220)  2025-12-09T16:21Z XXX followers, XX engagements


"Convex is one of my favorite examples of a real DeFi business model and @ConvexFinance shows how middleware can actually make money on-chain. Let me break it down in plain English and no I dont get a cent for saying this. I just like how its designed. 🧵👇"  
[X Link](https://x.com/TheBlockSense/status/1996894893785207160)  2025-12-05T10:50Z XXX followers, XXX engagements


"5/ CVX is the lever. Why CVX matters: - Lock CVX get vlCVX you control how Convex votes in Curve/Frax/etc. - In return you earn bribes + a share of Convex fees (mostly paid in cvxCRV + other tokens). So protocols that want emissions fight over vlCVX votes. Thats the whole Curve Wars meta: TVL veCRV CVX bribes more TVL. A reflexive loop"  
[X Link](https://x.com/TheBlockSense/status/1996894902769135742)  2025-12-05T10:50Z XXX followers, XXX engagements


"6/ My take: Convex is what a DeFi middleware business looks like when its done right: - Aggregates users. - Negotiates better terms with the base layer (Curve). - Takes a small cut and passes the rest back via tokens. I like Convex a lot but I dont get paid airdropped or sponsored for saying any of this. Just calling it as I see it"  
[X Link](https://x.com/TheBlockSense/status/1996894904438436208)  2025-12-05T10:50Z XXX followers, XX engagements


"5 Finally: Risk profile how does this blow up If its lending / leverage: - % of borrows in a single asset - Collateral quality (stables majors vs degen coins) - Bad debt / liquidations over time If one collateral type = 4050% and its not rock-solid youre basically betting that narrative never dies. History says it does. Protocols dont go to zero because of low fees. They go to zero because of one-sided risk they didnt respect"  
[X Link](https://x.com/TheBlockSense/status/1997604536488259706)  2025-12-07T09:50Z XXX followers, XX engagements


"100%. Small caps breaking out is basically the equity market saying Im willing to feel something again. For crypto though I still want to see the follow-through: - credit spreads behave - dollar chills - BTC ETF + stablecoin flows flip up When all three rhyme with that Russell move thats when the vertical phase usually stops being a meme and starts being a regime"  
[X Link](https://x.com/TheBlockSense/status/1997613713499562324)  2025-12-07T10:26Z XXX followers, XXX engagements


"Scrolling the last 24h on X: free $SOL threads $BTC doomsday charts $X to 10x this cycle Meanwhile quietly in the background: regulation progress new rails privacy infra bridges going live. I trade the memes but I position for the plumbing"  
[X Link](https://x.com/TheBlockSense/status/1997639532372537758)  2025-12-07T12:09Z XXX followers, XX engagements


"$BTC flirting with $92k$98k and suddenly supercycle is back in fashion. Ive learned that when everyone agrees the old cycle is dead thats usually when mean reversion starts stretching its legs. Im bullish long term but not blind. @Bitcoin"  
[X Link](https://x.com/TheBlockSense/status/1998729916318142561)  2025-12-10T12:22Z XXX followers, XX engagements


"Most people treat CRV / AERO / RAM as tickers. I see three completely different fintech businesses: a full-stack bank a pure FX machine and a high-beta liquidity casino. Curve first.👇"  
[X Link](https://x.com/TheBlockSense/status/1995950760983675369)  2025-12-02T20:18Z XXX followers, XX engagements


"Love this kind of transparency 👀 What this really shows (at least to me) is how structural the demand for crvUSD has become once PegKeeper caps are high enough. You bump the caps supply steps up almost immediately and then just grinds higher instead of mean-reverting back down. Its basically the market saying: Ill take as much crvUSD funding as the PegKeepers will let me thanks. And the fact this is PegKeeper supply (incl. staked) is key its not mercenary LM tourists its people using crvUSD as balance sheet: basis funding leg YB strategies etc. The @yieldbasis caps are acting like a throttle"  
[X Link](https://x.com/TheBlockSense/status/1996691727906685357)  2025-12-04T21:22Z XXX followers, XXX engagements


"1/ What is Convex Its basically a yield optimizer that sits on top of Curve. Curve is where you LP. Convex is where you go if you want max boost + bribes + auto-compound without locking CRV for X years and manually juggling gauges. They dont compete with Curve they amplify it"  
[X Link](https://x.com/TheBlockSense/status/1996894895605158218)  2025-12-05T10:50Z XXX followers, XXX engagements


"1B line is serious size for crvUSD credit. Appreciate the detailed forum post this is how on-chain credit expansion should be done: in the open with numbers. Main things Im watching: - pace of scaling 300M 1B. - stress tests on the basis trades in ugly vol regimes. - clear circuit breakers if funding/liq conditions change. If those hold up this is a big win for real yield vs ponzinomics"  
[X Link](https://x.com/TheBlockSense/status/1996949429547331621)  2025-12-05T14:27Z XXX followers, XXX engagements


"4 Check liquidity & token health For tokens look for a Dune tab with: - Top holders are team + VCs + CEXs everything - Unlock / vesting schedules big cliffs coming - DEX liquidity depth can size actually exit without nuking price Healthy: liquid pools no insane unlock walls next week ownership reasonably spread. Doomed: thin liquidity top XX wallets own half the supply unlock chart that looks like a brick"  
[X Link](https://x.com/TheBlockSense/status/1997604534462357721)  2025-12-07T09:50Z XXX followers, XX engagements


"Convex is still the most efficient long-lived cashflow machine in DeFi. XX% of CVX locked vlCVX at a XX% discount to intrinsic while the last X epochs havent yielded less than XX% and this one looks even juicier. If thats not a bargain for patient $CVX accumulators I dont know what is. @ConvexFinance"  
[X Link](https://x.com/TheBlockSense/status/1997749754848305215)  2025-12-07T19:27Z XXX followers, XX engagements


"Ive lost count of how many times Ive seen Bitcoin is dead right before it proceeds to outlive another business cycle. Fiat keeps getting patched BTC just keeps existing. That alone is wild. #Bitcoin"  
[X Link](https://x.com/TheBlockSense/status/1998309622789402679)  2025-12-09T08:31Z XXX followers, XX engagements


"Everyones cheering soft landing again meanwhile layoffs look like a remake of 2008 with better branding. If this is resilience Id hate to see weakness"  
[X Link](https://x.com/TheBlockSense/status/1998458227374063752)  2025-12-09T18:22Z XXX followers, XX engagements


"Were past the are we heading into a recession phase. Layoffs are screaming small businesses are bleeding and the average worker is financing this resilience with credit cards"  
[X Link](https://x.com/TheBlockSense/status/1998324252966023242)  2025-12-09T09:30Z XXX followers, XX engagements


"Convex Finance: the DeFi middleware that actually makes real money in the Curve Wars. Simple breakdown of how it works (no shills no airdrop bait). vlCVX or boosted LPs which one makes more sense for you Evergreen thread below 🔥 #DeFi #ConvexFinance @ConvexFinance"  
[X Link](https://x.com/TheBlockSense/status/1997617506031440005)  2025-12-07T10:41Z XXX followers, XXX engagements


"Love this approach scaling slowly once the credit line is live max TVL day X meta. Totally agree MonetaryPolicy for crvUSD should be priority #1: predictable smoother borrow rates are what turn it from a trading toy into real working capital. Curious which levers you want to tune first for that caps rate bands or how fast the rate reacts to utilization"  
[X Link](https://x.com/TheBlockSense/status/1997737503810355305)  2025-12-07T18:38Z XXX followers, XX engagements


"Super interesting write-up. If crvUSD is now structurally tied to BTC via YB the $1bn line probably needs rules not just size. Id love to see tranche-based unlocks (e.g. +$100m when peg deviation + rate volatility sit below thresholds and % of interest-bearing crvUSD debt recovers) plus some friction at the edges: YB-specific flow caps or fees that ramp when BTC-driven flows are too one-sided through PegKeeper pools. That way YB still scales but it internalises the peg/rate stress it creates instead of exporting it to the rest of Curves borrowers"  
[X Link](https://x.com/TheBlockSense/status/1997738292327203031)  2025-12-07T18:41Z XXX followers, XX engagements


"Really good analysis from @in_pangea /@LlamaRisk but I think the next step is turning this into concrete guardrails for scaling @yieldbasis to $1bn without turning crvUSD into a BTC proxy. A few ideas Id love to see explored: X. KPI-gated scaling not just bigger cap Make each +$100m of extra credit conditional on on-chain metrics: - peg deviation & PegKeeper utilisation inside pre-defined bands. - borrow rate volatility below a max threshold. - % of crvUSD supply paying interest above a floor. If those slip expansion pauses or even auto-ratchets back. X. Flow throttles specific to YB Right"  
[X Link](https://x.com/TheBlockSense/status/1997740120867488210)  2025-12-07T18:48Z XXX followers, XXX engagements


"Seeing native $BTC swaps get traction is refreshing. Wrapped assets always felt like playing crypto with the training wheels still on"  
[X Link](https://x.com/TheBlockSense/status/1998447972288442489)  2025-12-09T17:41Z XXX followers, XX engagements


"@DefiShaka @VotiumProtocol Nice breakdown 🔍 Already parked in Convex/Votium and fine with boring yield so XX% APR on the 2nd weakest bribe round ever doesnt scare me"  
[X Link](https://x.com/TheBlockSense/status/1998743425756140019)  2025-12-10T13:15Z XXX followers, XX engagements


"Love this. Real grown-up DeFi is exactly this: cashflow candles. Im parked in CVX/vlCVX as well and its one of the few stacks where the math actually feels sane in this market. Thanks for laying out the numbers so clearly and congrats on finding a setup that lets you ignore charts and just treat it like a paycheck instead. 🙌"  
[X Link](https://x.com/TheBlockSense/status/1998781071672963221)  2025-12-10T15:45Z XXX followers, XX engagements