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# ![@phtevenstrong Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::330533467.png) @phtevenstrong Stephen | DeFi Dojo

There's been a focus on transparency and risk management in DeFi, with several protocols showcasing their exposure and assets, such as Infinifi and Noon Capital. Some users are discussing opportunities for yield farming and looping, including with protocols like Pendle, Euler, and Reservoir. Additionally, there are conversations about the importance of governance, risk mitigation, and solvency attestations in DeFi protocols.

### Engagements: XXXXX [#](/creator/twitter::330533467/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::330533467/c:line/m:interactions.svg)

- X Week XXXXXXX +0.41%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX +23%

### Mentions: XX [#](/creator/twitter::330533467/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::330533467/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXXXX +2.30%
- X Year XXXXX +131%

### Followers: XXXXXXX [#](/creator/twitter::330533467/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::330533467/c:line/m:followers.svg)

- X Week XXXXXXX +0.11%
- X Month XXXXXXX +0.69%
- X Months XXXXXXX +6.90%
- X Year XXXXXXX +17%

### CreatorRank: XXXXXXX [#](/creator/twitter::330533467/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::330533467/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [exchanges](/list/exchanges)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[defi](/topic/defi) #56, [etherfi](/topic/etherfi) #7, [solana](/topic/solana) 3.15%, [usdc](/topic/usdc) 3.15%, [monad](/topic/monad) #309, [kamino](/topic/kamino) #87, [strong](/topic/strong) 2.36%, [crypto](/topic/crypto) #5120, [money](/topic/money) 1.57%, [math](/topic/math) XXXX%

**Top accounts mentioned or mentioned by**
[@pendlefi](/creator/undefined) [@midasrwa](/creator/undefined) [@solsticefi](/creator/undefined) [@jibishot](/creator/undefined) [@exponentfinance](/creator/undefined) [@infinifi](/creator/undefined) [@maplefinance](/creator/undefined) [@farmcapitalxyz](/creator/undefined) [@nestcredit](/creator/undefined) [@panterafii](/creator/undefined) [@neutrl](/creator/undefined) [@kamino](/creator/undefined) [@summerfinance](/creator/undefined) [@yalaorg](/creator/undefined) [@accountabledata](/creator/undefined) [@usdaiofficial](/creator/undefined) [@monad](/creator/undefined) [@withausd](/creator/undefined) [@plumenetwork](/creator/undefined) [@plasma](/creator/undefined)

**Top assets mentioned**
[Solana (SOL)](/topic/solana) [USDC (USDC)](/topic/usdc) [Monad (MON)](/topic/monad) [Kamino (KMNO)](/topic/kamino) [Plume (PLUME)](/topic/$plume) [Resolv RLP (RLP)](/topic/$rlp) [Ethereum (ETH)](/topic/ethereum) [Layerzero (ZRO)](/topic/layerzero) [Celo Dollar (CUSD)](/topic/$cusd)
### Top Social Posts
Top posts by engagements in the last XX hours

"The sons of guns did it: @maplefinance is now on @aave. GRANTED the cap is hit so you can't collateralize anymore syrupUSDT right now but it's great to see them on there"  
[X Link](https://x.com/phtevenstrong/status/1996414033596129722)  2025-12-04T02:59Z 118K followers, 25.8K engagements


"Quick rundown of top @pendle_fi PTs and what they actual have under the hood. mFARM (DON'T BUY THESE PTs) This is a @MidasRWA vault curated by @FarmCapitalXYZ it has an insanely high APY because mFARM took an NAV hit during the sUSDX fallout on Silo. The good: the Farm team covered half of the bad debt but the rest was taken out of the mFARM backing. The bad: because the exchange rate is X% below the watermark rate it will redeem with a X% haircut. That means the real IY here is virtually nothing. Yu (DON'T BUY THESE EITHER) It's still unclear if @yalaorg just rugged investors / users /"  
[X Link](https://x.com/phtevenstrong/status/1995550115151712664)  2025-12-01T17:46Z 118K followers, 21.4K engagements


"Well lads it's week X of the @merkl_xyz rewards on @monad. In my opinion it's still the best place to farm ecosystem incentives. It's not even close. Here's a quick breakdown of what I'm seeing (but be warned its a lot of @withAUSD): ➒ @upshift_fi earnAUSD: XX% APR This is getting XX% APR at 21M TVL probably the best bang for most people's buck. The underlying strategy is (as of right now) just partial exposure to savingsAUSD which is literally just TBILL yield also on Upshift. NOW the exposure could change and if it starts being a lending aggregator for all sorts of exotic collateral then"  
[X Link](https://x.com/phtevenstrong/status/1995687154303807965)  2025-12-02T02:51Z 118K followers, 27.7K engagements


"xHYPE is one of those strangely named assets that actually behaves like a stablecoin in spite of its name. It's a wrapped version of a delta neutral strategy on @liminalmoney. So it's semi-similar to a wstUSR or sUSDe"  
[X Link](https://x.com/phtevenstrong/status/1996289399370469866)  2025-12-03T18:44Z 118K followers, 12.9K engagements


"If you're human comment like civilization depends on it not because it does but because the demoralizing onslaught of lifeless soulless sycophantic AI comments has to be met with something lest we lose what spark this place has left. I'd rather be insulted by a human than complimented by a robot"  
[X Link](https://x.com/phtevenstrong/status/1996422698705027421)  2025-12-04T03:33Z 118K followers, 7918 engagements


"We like public money now 😀"  
[X Link](https://x.com/phtevenstrong/status/1995930288405582202)  2025-12-02T18:57Z 118K followers, 12.8K engagements


"If in the meantime you want to loop some syrupUSDC you can always do so on @kamino for XX% or @Morpho (@arbitrum) for 17%"  
[X Link](https://x.com/phtevenstrong/status/1996414037387813122)  2025-12-04T02:59Z 118K followers, 2260 engagements


"Lads I've got laryngitis. NEVERTHELESS I made a video imploring you to sign up for the XX days of Christmas campaign for EtherFi. Listen to my painfully scratchy voice explain why I love EtherFi campaigns:"  
[X Link](https://x.com/phtevenstrong/status/1996978551455662448)  2025-12-05T16:22Z 118K followers, 6064 engagements


"Update on @solsticefi: We're now at 37b flares which is 1.67b new flares per day. If S1 ends in February (hopefully a late estimate) that would put us around 180b total. If TVL keeps increasing so will daily flares so I think 200b is reasonable by then. If my math is about right that means @ExponentFinance is valuing the FDV around $50M (1/6th the TVL). If you believe it will launch above that (or sooner than Feb 21st) then the YTs would be a buy"  
[X Link](https://x.com/phtevenstrong/status/1994977046208840066)  2025-11-30T03:49Z 118K followers, 24.3K engagements


"Monad Incentives Best Solana Yields Pendle Markets and when YTs go wrong Curve Delta Neutral Plays Yieldbasis update The king (ETH LST looping) is back AND MORE Come watch now"  
[X Link](https://x.com/phtevenstrong/status/1995859080012075081)  2025-12-02T14:14Z 118K followers, 4384 engagements


"If the top XXXXX% gave all their taxable income ($200b) to the 36M impoverished Americans each person would only get $5500 and still be impoverished HOWEVER if those billionaires yeeted that same $200b into ETH ETH price would pump to $1M & we'd all be rich Think about it"  
[X Link](https://x.com/phtevenstrong/status/1995928999587966979)  2025-12-02T18:52Z 118K followers, 4153 engagements


"Currently sNUSD (@Neutrl) is paying out between XX and XX% actual underlying yield. That means points on the YTs are effectively free here. OF COURSE if underlying yield goes down or tanks you may be stuck with YTs that are hard to liquidate back into capital but at the moment they're doing quite well"  
[X Link](https://x.com/phtevenstrong/status/1996049677892866352)  2025-12-03T02:51Z 118K followers, 17.2K engagements


"🚨 Update on @plumenetwork 🚨 The @NestCredit campaign to give out X% of total $PLUME over X months is still going strong. Here's a look at the current numbers and my interpretation as well as the current PNP farming landscape and how to maximize for APY. Watch now πŸ“½πŸ‘‡"  
[X Link](https://x.com/phtevenstrong/status/1996325549350781346)  2025-12-03T21:07Z 118K followers, 4455 engagements


"I just noticed @maplefinance also launched on @aave on @Plasma AND there's actually still 13M syrupUSDT of room to deposit there"  
[X Link](https://x.com/phtevenstrong/status/1996601851475542232)  2025-12-04T15:25Z 118K followers, 13.7K engagements


"Isn't this just subprime mortgages with different steps"  
[X Link](https://x.com/phtevenstrong/status/1996988537082646826)  2025-12-05T17:02Z 118K followers, 6199 engagements


"One fallacy that affects bleeding hearts particularly severely is the Moralistic Fallacy. It's the argument that because something should be true it must be true. Example: because it would be more just if men and women were equally as physically strong they must be"  
[X Link](https://x.com/phtevenstrong/status/1994241609840435293)  2025-11-28T03:07Z 118K followers, 4038 engagements


"Why I'm so bullish on Christianity: First I compared secular / non-secular market data. Virtually all major indicators showing the Long Religion/Short Secular pair trade as one of the best this century: X. +4% single-year ROI in mental health gains for weekly churchgoers vs -XX% decline for non-churchgoers. X. Highly religious traditional marriages sill best play in long term satisfaction market. X. The young flourishing demographic biased "very religious". This indicates adult bullish-flourishing correlation"  
[X Link](https://x.com/phtevenstrong/status/1786507381188248034)  2024-05-03T21:25Z 118K followers, 399.6K engagements


"EtherFi's campaigns continue to make it the best crypto card on the market. This campaign gives XX% cashback for XX days to both the referrer and referee. Use this code:"  
[X Link](https://x.com/phtevenstrong/status/1995560614752911368)  2025-12-01T18:28Z 118K followers, 4490 engagements


"Best November tradition is watching all the LOTR movies throughout the month. ❧ The Hobbit (1977) ❧ Lord of the Rings (1978) ❧ Fellowship of the Ring (2001) ❧ Two Towers (2002) ❧ Return of the King (2003) The animated movies are great even if the rotoscoping in the second one is jarring. And Jackson's trilogy (extended edition) is a masterpiece. It's a shame there's nothing else to watch after RoTK but there's always the books (I actually like the Bombadil and Goldberry chapters)"  
[X Link](https://x.com/phtevenstrong/status/1995642353197928629)  2025-12-01T23:53Z 118K followers, 14.5K engagements


"My guy just recorded himself accepting money for solicited financial advice. And you're still too scared to text her back"  
[X Link](https://x.com/phtevenstrong/status/1996645802781901181)  2025-12-04T18:20Z 118K followers, 6590 engagements


"Note: Cash Card Maxi EtherFi Ambassador"  
[X Link](https://x.com/phtevenstrong/status/1996978553494094178)  2025-12-05T16:22Z 118K followers, 1450 engagements


"What's a reasonable FDV for @solsticefi"  
[X Link](https://x.com/phtevenstrong/status/1996983604371411273)  2025-12-05T16:42Z 118K followers, 6449 engagements


"What is Private Credit and why does it matter for Stablecoin Farmers Yesterday we saw mF-ONE (@MidasRWA vault curated by @FasanaraDigital) drawdown by 2%. That is actually an expected feature of Private Credit. Private Credit is typically unsecured lending to institutions. This means there isn't always liquidatable collateral backing the loans. So if a loan defaults there will likely be a negative ROI on the underlying private credit investment vehicle. Another example of this is @WisdomTreeFunds's $CRDYX which has had a -XXXX% 1mo return. See also Gapstow at -XXXX% 1mo. Now mF-ONE is still"  
[X Link](https://x.com/phtevenstrong/status/1996993640149766295)  2025-12-05T17:22Z 118K followers, 16.2K engagements


"When prices rise yield follows. Bookmark for reference 🚨BEST STABLECOIN YIELDS ISSUE #12🚨"  
[X Link](https://x.com/phtevenstrong/status/1944943982104215871)  2025-07-15T02:15Z 118K followers, 28K engagements


"β›©NEW DOJO PODβ›© What's good on HyperEVM What is @boros_fi Looking at @liminalmoney Valuing @0xHyperBeat airdrop @infiniFi_ J-Curve Event @LiquityProtocol Forks @avax incentives on @eulerfinance @MeteoraAG LPs still good $RLP spicy again and more"  
[X Link](https://x.com/phtevenstrong/status/1955328228198936897)  2025-08-12T17:59Z 118K followers, 9745 engagements


"2) Stability Pools These effectively maintain the peg and liquidatibility of CDP assets accross defi. @LiquityProtocol and its associated forks are really leading this category but there are some notable others as well. @protocol_fx fxSAVE XX% @felixprotocol feUSD XX% @asymmetryfin USDaf XXXXX% @LiquityProtocol sBOLD 5%"  
[X Link](https://x.com/phtevenstrong/status/1956474453887725685)  2025-08-15T21:53Z 117.9K followers, 21K engagements


"2) @reservoir_xyz looping 😀 wsrUSD has a base yield of XX% APY You can loop this all over EVM chains @MorphoLabs: Ethereum (USDT): 10x XX% APR Ethereum (USDC): 10x XX% APR Katana (vbUSDC): 10x XX% APR Plume (pUSD): 10x XX% APR Plus S2 points (S1 was an amazing airdrop)"  
[X Link](https://x.com/phtevenstrong/status/1970323689251262550)  2025-09-23T03:05Z 118K followers, 4853 engagements


"I had the chance to speak to @strata_money today. What they're building is pretty cool. They're splitting assets like sUSDe HLP mMEV etc into senior and junior tranche derivatives. Senior: Lower yield principal protected Junior: Higher yield takes on first losses"  
[X Link](https://x.com/phtevenstrong/status/1975377337387475306)  2025-10-07T01:47Z 118K followers, 12.2K engagements


"30 days of Transparency: Day X Protocol: @infiniFi Transparency Dashboard: Etherscan links direct you to each contract tailor made for that asset exposure (audited by @spearbit) Added benefit of risk tranching for siUSD & iUSD Detailed Exposure πŸ§΅πŸ‘‡"  
[X Link](https://x.com/phtevenstrong/status/1985909481604001905)  2025-11-05T03:18Z 118K followers, 13.5K engagements


"Direct Asset Exposures: Morpho Steakhouseinfinifi USDC: 3.2m Lending USDC to infinifi assets Euler Gauntlet Yield USDC: 2.6m Euler Yield (USDC) lending to various markets PT-cUSD: 1.9m Cap Money's PT (Cap is backed by overcollateralized lending and Aave lending) PT-tUSDE: 6.9m This is a predeposit campaign PT for Termpinal Dex on Ethena PT-srUSDe: 6m senior tranche USDe point farming via Strata wsrUSD: 14.2m Reservoir's wrapped and redeemable stablecoin exposed to lending agg and a bit of stablecoin LPing PT-USDe: 3.6m Ethena PT sGHO: 1.5m Aave's staked stable PT-syrupUSDC: 5.7m"  
[X Link](https://x.com/phtevenstrong/status/1985909486641426668)  2025-11-05T03:18Z 118K followers, 2867 engagements


"Indirect Asset Exposure: iUSD siUSD liUSD via steakhouse USDC lending (3.2m) TBILL sBUIDL wM RLUSD frxUSD sfrxUSD mUSD cUSDO pUSDe USD0++ cUSD syrupUSDC USDtb PYUSD via Euler Yield USDC (2.6m) wsrUSD MF-ONE cbBTC wstETH WBTC PYUSD BYUSD HONEY fxSAVE syzUSD yzUSD via Reservoir's Steakhouse Smokehouse Telos ect lending on Morpho Euler & Bend (14.2m) weETH tBTC LBTC xAUT PAXG via Fluid USDC lending (0.9m)"  
[X Link](https://x.com/phtevenstrong/status/1985909488830808077)  2025-11-05T03:18Z 118K followers, 2834 engagements


"Get access to EtherFi Ventures deals @ether_fi is running a 1-month campaign for people who signed up (or sign up) with my ref link: They're giving away X Gold Cards + VIP Status 1) Top spender who's already signed up 2) Top spender who signs up 3) One random person from eithe group VIP status gives you ➒ Fancy Gold Card More Cash Back ➒ Entrance into Global Crypto Conferences/Events ➒ Reduced Fees / Higher Limits ➒ Access to EtherFi Ventures Deals"  
[X Link](https://x.com/phtevenstrong/status/1988072258632385000)  2025-11-11T02:32Z 118K followers, 5657 engagements


"6) @USDai_Official USDai is nearly at peg. Meaning PT participation isn't as painful anymore. It's only about 30bps overpeg. Moreover it's XXXX% exposed to TBILLs and only XXXX% exposed to more novel yield strategies from compute renting. The 124-day market for sUSDai at XX% IY looks good imo"  
[X Link](https://x.com/phtevenstrong/status/1989408426552701006)  2025-11-14T19:01Z 118K followers, 4096 engagements


"7) @SuperstateInc Like I mentioned before I like SuperState just because it incorporates good yieldy strategies at size (like CME Basis). The yield wont knock your socks off but if you're looking to park a few million somewhere it's a nice 8%"  
[X Link](https://x.com/phtevenstrong/status/1989408430017421562)  2025-11-14T19:01Z 118K followers, 6445 engagements


"FWIW $YU from @yalaorg is depegged on every network. Don't try to arbitrage. @dexscreener is giving bad quotes. Pictured Base and Solana"  
[X Link](https://x.com/phtevenstrong/status/1990249724805366145)  2025-11-17T02:44Z 118K followers, 9789 engagements


"So is @yalaorg an actual rug The team is at least partially doxxed and even with an $8M whole $YU would be remarkably over-collateralized. But from what I'm hearing BTC collateralizers are unable to pay off loans and withdraw. YBTC liquidity is gone and this would be the asset that needs to be able to be redeemed for WBTC or actual BTC in order to show signs of liveliness. FWIW on Nov 3rd a user withdrew XXX BTC while burning 33M $YU and that was seemingly the last big transaction before it exploded"  
[X Link](https://x.com/phtevenstrong/status/1990433990981963967)  2025-11-17T14:56Z 118K followers, 20.2K engagements


"People don't appreciate how robust the backing of cUSD from @capmoney_ is. $cUSD is backed by lent USDC ($230M of it). Of that 230M USDC only 14M is lent out to Operators (6% of the total USDC) the other XX% is lent on Aave. For that X% lent to operators (14M) there's $50M collateral backing it. That means the loans are 3.4x over-collateralized. And all that collateral is LBTC WBTC and wstETH fully verifiable on chain. BUT it really isn't enough to just trust the math you also have to trust the smart contracts. So let's look at the lineup there ➒ @CertoraInc (#1 in Formal Verification) ➒"  
[X Link](https://x.com/phtevenstrong/status/1990800094497841415)  2025-11-18T15:11Z 118K followers, 16.7K engagements


"People out here just speculatin' on @solsticefi's airdrop. Here's some math. Since the 17th we've seen an average increase of 1.5b flares per day. That gives us a total of 69b flares for S1 (by 12/21). I'm assuming a more bearish XXX% FDV S1 airdrop because I'd prefer to be surprised than disappointed. Using this model I've made between $3K and $17K already based on my current flares for any FDV between 100M and 500M. If I assume that I will maintain my current % of total throughout the whole campaign I can extrapolate a 10K to 51K airdrop for those same FDV assumptions. Here's the calculator"  
[X Link](https://x.com/phtevenstrong/status/1991889632087200109)  2025-11-21T15:21Z 118K followers, 51.4K engagements


"@lovetobluff Sure here's my EVM wallet: 0xD360EcB91406717Ad13C4fae757b69B417E2Af6b"  
[X Link](https://x.com/phtevenstrong/status/1991935714020491719)  2025-11-21T18:24Z 118K followers, XXX engagements


"I really hope this is true. I'd love to see the end of the exploitative CEX listing era. That said most capital / volume still happens off-chain on centralized exchanges. So the assumption remains that there exists more capital to buy off-chain"  
[X Link](https://x.com/phtevenstrong/status/1992952834837422116)  2025-11-24T13:45Z 118K followers, 6374 engagements


"Aside from @solsticefi @infiniFi and @Neutrl what stablecoin Season 1s are you farming"  
[X Link](https://x.com/phtevenstrong/status/1993147703014928874)  2025-11-25T02:40Z 118K followers, 10.7K engagements


"For those wondering here are some of the best @monad yields to farm while they run incentives: Almost all of the yields are on @merkl_xyz but a few aren't -- and even the ones that are need a bit of context. πŸ§΅πŸ‘‡"  
[X Link](https://x.com/phtevenstrong/status/1993534068051394711)  2025-11-26T04:15Z 118K followers, 17.8K engagements


"Uniswap V4: Prisoners Dilemma Farmers on @Uniswap V4 are rapidly creating lower fee tier pools to vampire attack the volume from higher fee tiers. But if everyone stayed at the same higher fee tier everyone would have a higher long-term net yield. Vamping is fairly zero-sum because if all the TVL migrates to the lower fee tier and the volume stays relatively consistent APRs go down across the board. The end result is the minimum necessary TVL required to service volume at a minimum possible APR necessary to maintain that liquidity. Which sounds optimal except we do not have rational agents"  
[X Link](https://x.com/phtevenstrong/status/1993712730172244404)  2025-11-26T16:05Z 118K followers, 41.5K engagements


"Some @solana Stablecoin Yields A quick thread for the EVM minimalist πŸ§΅πŸ‘‡"  
[X Link](https://x.com/phtevenstrong/status/1993741897379057768)  2025-11-26T18:01Z 118K followers, 15.9K engagements


"@kamino as usual has some of the best stablecoin loops. 1) @onrefinance tops the charts though ONyc is a lesser-known stable. You can think of it similarly to @re though I can't say whether the risk profile is similar. I love the transparency but would obviously like some third-party verification system to confirm it. APR: XX% at 2x Leverage 2) Of course @maplefinance Still the largest looped stable on Solana syrupUSDC has XX% looped APR with millions to borrow available. APR: XX% at 8x leverage"  
[X Link](https://x.com/phtevenstrong/status/1993741900151492962)  2025-11-26T18:01Z 118K followers, 1781 engagements


"A day late but worth the mention. Thanksgiving has been famously declared by three separate presidents: Washington Lincoln and FDR (and less famously declared by a few others). In every instance it was dedicated to giving thanks to God. Now therefore I do recommend and assign Thursday the 26th day of November next to be devoted by the People of these States to the service of that great and glorious Being who is the beneficent Author of all the good that was that is or that will be. - George Washington Thanksgiving Proclamation October X 1789 So happy belated thanksgiving; and may more of us"  
[X Link](https://x.com/phtevenstrong/status/1994609303018176833)  2025-11-29T03:28Z 118K followers, 6121 engagements


"sNUSD is now on @pendle_fi (alongside the previously launched NUSD). Looks like one of the best PTs out there in terms of fixed yield at XX% fixed. I'm still eagerly awaiting the underlying APY reveal though"  
[X Link](https://x.com/phtevenstrong/status/1995513351326363963)  2025-12-01T15:20Z 118K followers, 17.7K engagements


"Note: Etherfi card maxi and ambassador It genuinely is my go-to card for everything I can use it for"  
[X Link](https://x.com/phtevenstrong/status/1995560713398734877)  2025-12-01T18:28Z 118K followers, 1664 engagements


"I briefly got excited about muBOND because there's an XX% APR LP on Merkl paired with AUSD for it. But then the Dojo lads informed me that muBOND has nothing to do with tbills and is actually just a junior tranche for Chinese private credit. Oof"  
[X Link](https://x.com/phtevenstrong/status/1995706132082405449)  2025-12-02T04:06Z 118K followers, 8085 engagements


"@ScottPh77711570 @Nick_van_Eck Thanks Scott. @Nick_van_Eck what's a guy gotta do to get an AUSD yield post retweeted around here"  
[X Link](https://x.com/phtevenstrong/status/1995706670492561439)  2025-12-02T04:08Z 118K followers, XX engagements


"One of Rekt's best threads in a while. Worth the read"  
[X Link](https://x.com/phtevenstrong/status/1995921854393937961)  2025-12-02T18:23Z 118K followers, 12.7K engagements


"@ethomyorke These are the comments I crave There are actually some decent yield bearing EUR now Maybe I'll do a thread"  
[X Link](https://x.com/phtevenstrong/status/1996430205255373241)  2025-12-04T04:03Z 118K followers, XX engagements


"@0xNairolf Kalshi v Polymarket"  
[X Link](https://x.com/phtevenstrong/status/1996620797625225710)  2025-12-04T16:41Z 118K followers, XXX engagements


"So the dollar one again becomes like a CDP i.e. collateralized by BTC You said "optically" so I imagine you mean to say it won't be officially backed by the BTC in the treasury or reserves but we will have enough BTC to give people confidence in the value of the dollar even if the petrodollar is no more"  
[X Link](https://x.com/phtevenstrong/status/1996997119039742399)  2025-12-05T17:36Z 118K followers, XX engagements


"@DeFi_Dad @kamino @maplefinance Mentioning Kamino and Fluid in the same post. Someone feels spicy today"  
[X Link](https://x.com/phtevenstrong/status/1996997630627393682)  2025-12-05T17:38Z 118K followers, XXX engagements

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@phtevenstrong Avatar @phtevenstrong Stephen | DeFi Dojo

There's been a focus on transparency and risk management in DeFi, with several protocols showcasing their exposure and assets, such as Infinifi and Noon Capital. Some users are discussing opportunities for yield farming and looping, including with protocols like Pendle, Euler, and Reservoir. Additionally, there are conversations about the importance of governance, risk mitigation, and solvency attestations in DeFi protocols.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXXX +0.41%
  • X Month XXXXXXXXX -XX%
  • X Months XXXXXXXXX -XX%
  • X Year XXXXXXXXXX +23%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX -XXXX%
  • X Months XXXXX +2.30%
  • X Year XXXXX +131%

Followers: XXXXXXX #

Followers Line Chart

  • X Week XXXXXXX +0.11%
  • X Month XXXXXXX +0.69%
  • X Months XXXXXXX +6.90%
  • X Year XXXXXXX +17%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance XXXXX% cryptocurrencies XXXXX% exchanges XXXX% automotive brands XXXX% currencies XXXX%

Social topic influence defi #56, etherfi #7, solana 3.15%, usdc 3.15%, monad #309, kamino #87, strong 2.36%, crypto #5120, money 1.57%, math XXXX%

Top accounts mentioned or mentioned by @pendlefi @midasrwa @solsticefi @jibishot @exponentfinance @infinifi @maplefinance @farmcapitalxyz @nestcredit @panterafii @neutrl @kamino @summerfinance @yalaorg @accountabledata @usdaiofficial @monad @withausd @plumenetwork @plasma

Top assets mentioned Solana (SOL) USDC (USDC) Monad (MON) Kamino (KMNO) Plume (PLUME) Resolv RLP (RLP) Ethereum (ETH) Layerzero (ZRO) Celo Dollar (CUSD)

Top Social Posts

Top posts by engagements in the last XX hours

"The sons of guns did it: @maplefinance is now on @aave. GRANTED the cap is hit so you can't collateralize anymore syrupUSDT right now but it's great to see them on there"
X Link 2025-12-04T02:59Z 118K followers, 25.8K engagements

"Quick rundown of top @pendle_fi PTs and what they actual have under the hood. mFARM (DON'T BUY THESE PTs) This is a @MidasRWA vault curated by @FarmCapitalXYZ it has an insanely high APY because mFARM took an NAV hit during the sUSDX fallout on Silo. The good: the Farm team covered half of the bad debt but the rest was taken out of the mFARM backing. The bad: because the exchange rate is X% below the watermark rate it will redeem with a X% haircut. That means the real IY here is virtually nothing. Yu (DON'T BUY THESE EITHER) It's still unclear if @yalaorg just rugged investors / users /"
X Link 2025-12-01T17:46Z 118K followers, 21.4K engagements

"Well lads it's week X of the @merkl_xyz rewards on @monad. In my opinion it's still the best place to farm ecosystem incentives. It's not even close. Here's a quick breakdown of what I'm seeing (but be warned its a lot of @withAUSD): ➒ @upshift_fi earnAUSD: XX% APR This is getting XX% APR at 21M TVL probably the best bang for most people's buck. The underlying strategy is (as of right now) just partial exposure to savingsAUSD which is literally just TBILL yield also on Upshift. NOW the exposure could change and if it starts being a lending aggregator for all sorts of exotic collateral then"
X Link 2025-12-02T02:51Z 118K followers, 27.7K engagements

"xHYPE is one of those strangely named assets that actually behaves like a stablecoin in spite of its name. It's a wrapped version of a delta neutral strategy on @liminalmoney. So it's semi-similar to a wstUSR or sUSDe"
X Link 2025-12-03T18:44Z 118K followers, 12.9K engagements

"If you're human comment like civilization depends on it not because it does but because the demoralizing onslaught of lifeless soulless sycophantic AI comments has to be met with something lest we lose what spark this place has left. I'd rather be insulted by a human than complimented by a robot"
X Link 2025-12-04T03:33Z 118K followers, 7918 engagements

"We like public money now 😀"
X Link 2025-12-02T18:57Z 118K followers, 12.8K engagements

"If in the meantime you want to loop some syrupUSDC you can always do so on @kamino for XX% or @Morpho (@arbitrum) for 17%"
X Link 2025-12-04T02:59Z 118K followers, 2260 engagements

"Lads I've got laryngitis. NEVERTHELESS I made a video imploring you to sign up for the XX days of Christmas campaign for EtherFi. Listen to my painfully scratchy voice explain why I love EtherFi campaigns:"
X Link 2025-12-05T16:22Z 118K followers, 6064 engagements

"Update on @solsticefi: We're now at 37b flares which is 1.67b new flares per day. If S1 ends in February (hopefully a late estimate) that would put us around 180b total. If TVL keeps increasing so will daily flares so I think 200b is reasonable by then. If my math is about right that means @ExponentFinance is valuing the FDV around $50M (1/6th the TVL). If you believe it will launch above that (or sooner than Feb 21st) then the YTs would be a buy"
X Link 2025-11-30T03:49Z 118K followers, 24.3K engagements

"Monad Incentives Best Solana Yields Pendle Markets and when YTs go wrong Curve Delta Neutral Plays Yieldbasis update The king (ETH LST looping) is back AND MORE Come watch now"
X Link 2025-12-02T14:14Z 118K followers, 4384 engagements

"If the top XXXXX% gave all their taxable income ($200b) to the 36M impoverished Americans each person would only get $5500 and still be impoverished HOWEVER if those billionaires yeeted that same $200b into ETH ETH price would pump to $1M & we'd all be rich Think about it"
X Link 2025-12-02T18:52Z 118K followers, 4153 engagements

"Currently sNUSD (@Neutrl) is paying out between XX and XX% actual underlying yield. That means points on the YTs are effectively free here. OF COURSE if underlying yield goes down or tanks you may be stuck with YTs that are hard to liquidate back into capital but at the moment they're doing quite well"
X Link 2025-12-03T02:51Z 118K followers, 17.2K engagements

"🚨 Update on @plumenetwork 🚨 The @NestCredit campaign to give out X% of total $PLUME over X months is still going strong. Here's a look at the current numbers and my interpretation as well as the current PNP farming landscape and how to maximize for APY. Watch now πŸ“½πŸ‘‡"
X Link 2025-12-03T21:07Z 118K followers, 4455 engagements

"I just noticed @maplefinance also launched on @aave on @Plasma AND there's actually still 13M syrupUSDT of room to deposit there"
X Link 2025-12-04T15:25Z 118K followers, 13.7K engagements

"Isn't this just subprime mortgages with different steps"
X Link 2025-12-05T17:02Z 118K followers, 6199 engagements

"One fallacy that affects bleeding hearts particularly severely is the Moralistic Fallacy. It's the argument that because something should be true it must be true. Example: because it would be more just if men and women were equally as physically strong they must be"
X Link 2025-11-28T03:07Z 118K followers, 4038 engagements

"Why I'm so bullish on Christianity: First I compared secular / non-secular market data. Virtually all major indicators showing the Long Religion/Short Secular pair trade as one of the best this century: X. +4% single-year ROI in mental health gains for weekly churchgoers vs -XX% decline for non-churchgoers. X. Highly religious traditional marriages sill best play in long term satisfaction market. X. The young flourishing demographic biased "very religious". This indicates adult bullish-flourishing correlation"
X Link 2024-05-03T21:25Z 118K followers, 399.6K engagements

"EtherFi's campaigns continue to make it the best crypto card on the market. This campaign gives XX% cashback for XX days to both the referrer and referee. Use this code:"
X Link 2025-12-01T18:28Z 118K followers, 4490 engagements

"Best November tradition is watching all the LOTR movies throughout the month. ❧ The Hobbit (1977) ❧ Lord of the Rings (1978) ❧ Fellowship of the Ring (2001) ❧ Two Towers (2002) ❧ Return of the King (2003) The animated movies are great even if the rotoscoping in the second one is jarring. And Jackson's trilogy (extended edition) is a masterpiece. It's a shame there's nothing else to watch after RoTK but there's always the books (I actually like the Bombadil and Goldberry chapters)"
X Link 2025-12-01T23:53Z 118K followers, 14.5K engagements

"My guy just recorded himself accepting money for solicited financial advice. And you're still too scared to text her back"
X Link 2025-12-04T18:20Z 118K followers, 6590 engagements

"Note: Cash Card Maxi EtherFi Ambassador"
X Link 2025-12-05T16:22Z 118K followers, 1450 engagements

"What's a reasonable FDV for @solsticefi"
X Link 2025-12-05T16:42Z 118K followers, 6449 engagements

"What is Private Credit and why does it matter for Stablecoin Farmers Yesterday we saw mF-ONE (@MidasRWA vault curated by @FasanaraDigital) drawdown by 2%. That is actually an expected feature of Private Credit. Private Credit is typically unsecured lending to institutions. This means there isn't always liquidatable collateral backing the loans. So if a loan defaults there will likely be a negative ROI on the underlying private credit investment vehicle. Another example of this is @WisdomTreeFunds's $CRDYX which has had a -XXXX% 1mo return. See also Gapstow at -XXXX% 1mo. Now mF-ONE is still"
X Link 2025-12-05T17:22Z 118K followers, 16.2K engagements

"When prices rise yield follows. Bookmark for reference 🚨BEST STABLECOIN YIELDS ISSUE #12🚨"
X Link 2025-07-15T02:15Z 118K followers, 28K engagements

"β›©NEW DOJO PODβ›© What's good on HyperEVM What is @boros_fi Looking at @liminalmoney Valuing @0xHyperBeat airdrop @infiniFi_ J-Curve Event @LiquityProtocol Forks @avax incentives on @eulerfinance @MeteoraAG LPs still good $RLP spicy again and more"
X Link 2025-08-12T17:59Z 118K followers, 9745 engagements

"2) Stability Pools These effectively maintain the peg and liquidatibility of CDP assets accross defi. @LiquityProtocol and its associated forks are really leading this category but there are some notable others as well. @protocol_fx fxSAVE XX% @felixprotocol feUSD XX% @asymmetryfin USDaf XXXXX% @LiquityProtocol sBOLD 5%"
X Link 2025-08-15T21:53Z 117.9K followers, 21K engagements

"2) @reservoir_xyz looping 😀 wsrUSD has a base yield of XX% APY You can loop this all over EVM chains @MorphoLabs: Ethereum (USDT): 10x XX% APR Ethereum (USDC): 10x XX% APR Katana (vbUSDC): 10x XX% APR Plume (pUSD): 10x XX% APR Plus S2 points (S1 was an amazing airdrop)"
X Link 2025-09-23T03:05Z 118K followers, 4853 engagements

"I had the chance to speak to @strata_money today. What they're building is pretty cool. They're splitting assets like sUSDe HLP mMEV etc into senior and junior tranche derivatives. Senior: Lower yield principal protected Junior: Higher yield takes on first losses"
X Link 2025-10-07T01:47Z 118K followers, 12.2K engagements

"30 days of Transparency: Day X Protocol: @infiniFi Transparency Dashboard: Etherscan links direct you to each contract tailor made for that asset exposure (audited by @spearbit) Added benefit of risk tranching for siUSD & iUSD Detailed Exposure πŸ§΅πŸ‘‡"
X Link 2025-11-05T03:18Z 118K followers, 13.5K engagements

"Direct Asset Exposures: Morpho Steakhouseinfinifi USDC: 3.2m Lending USDC to infinifi assets Euler Gauntlet Yield USDC: 2.6m Euler Yield (USDC) lending to various markets PT-cUSD: 1.9m Cap Money's PT (Cap is backed by overcollateralized lending and Aave lending) PT-tUSDE: 6.9m This is a predeposit campaign PT for Termpinal Dex on Ethena PT-srUSDe: 6m senior tranche USDe point farming via Strata wsrUSD: 14.2m Reservoir's wrapped and redeemable stablecoin exposed to lending agg and a bit of stablecoin LPing PT-USDe: 3.6m Ethena PT sGHO: 1.5m Aave's staked stable PT-syrupUSDC: 5.7m"
X Link 2025-11-05T03:18Z 118K followers, 2867 engagements

"Indirect Asset Exposure: iUSD siUSD liUSD via steakhouse USDC lending (3.2m) TBILL sBUIDL wM RLUSD frxUSD sfrxUSD mUSD cUSDO pUSDe USD0++ cUSD syrupUSDC USDtb PYUSD via Euler Yield USDC (2.6m) wsrUSD MF-ONE cbBTC wstETH WBTC PYUSD BYUSD HONEY fxSAVE syzUSD yzUSD via Reservoir's Steakhouse Smokehouse Telos ect lending on Morpho Euler & Bend (14.2m) weETH tBTC LBTC xAUT PAXG via Fluid USDC lending (0.9m)"
X Link 2025-11-05T03:18Z 118K followers, 2834 engagements

"Get access to EtherFi Ventures deals @ether_fi is running a 1-month campaign for people who signed up (or sign up) with my ref link: They're giving away X Gold Cards + VIP Status 1) Top spender who's already signed up 2) Top spender who signs up 3) One random person from eithe group VIP status gives you ➒ Fancy Gold Card More Cash Back ➒ Entrance into Global Crypto Conferences/Events ➒ Reduced Fees / Higher Limits ➒ Access to EtherFi Ventures Deals"
X Link 2025-11-11T02:32Z 118K followers, 5657 engagements

"6) @USDai_Official USDai is nearly at peg. Meaning PT participation isn't as painful anymore. It's only about 30bps overpeg. Moreover it's XXXX% exposed to TBILLs and only XXXX% exposed to more novel yield strategies from compute renting. The 124-day market for sUSDai at XX% IY looks good imo"
X Link 2025-11-14T19:01Z 118K followers, 4096 engagements

"7) @SuperstateInc Like I mentioned before I like SuperState just because it incorporates good yieldy strategies at size (like CME Basis). The yield wont knock your socks off but if you're looking to park a few million somewhere it's a nice 8%"
X Link 2025-11-14T19:01Z 118K followers, 6445 engagements

"FWIW $YU from @yalaorg is depegged on every network. Don't try to arbitrage. @dexscreener is giving bad quotes. Pictured Base and Solana"
X Link 2025-11-17T02:44Z 118K followers, 9789 engagements

"So is @yalaorg an actual rug The team is at least partially doxxed and even with an $8M whole $YU would be remarkably over-collateralized. But from what I'm hearing BTC collateralizers are unable to pay off loans and withdraw. YBTC liquidity is gone and this would be the asset that needs to be able to be redeemed for WBTC or actual BTC in order to show signs of liveliness. FWIW on Nov 3rd a user withdrew XXX BTC while burning 33M $YU and that was seemingly the last big transaction before it exploded"
X Link 2025-11-17T14:56Z 118K followers, 20.2K engagements

"People don't appreciate how robust the backing of cUSD from @capmoney_ is. $cUSD is backed by lent USDC ($230M of it). Of that 230M USDC only 14M is lent out to Operators (6% of the total USDC) the other XX% is lent on Aave. For that X% lent to operators (14M) there's $50M collateral backing it. That means the loans are 3.4x over-collateralized. And all that collateral is LBTC WBTC and wstETH fully verifiable on chain. BUT it really isn't enough to just trust the math you also have to trust the smart contracts. So let's look at the lineup there ➒ @CertoraInc (#1 in Formal Verification) ➒"
X Link 2025-11-18T15:11Z 118K followers, 16.7K engagements

"People out here just speculatin' on @solsticefi's airdrop. Here's some math. Since the 17th we've seen an average increase of 1.5b flares per day. That gives us a total of 69b flares for S1 (by 12/21). I'm assuming a more bearish XXX% FDV S1 airdrop because I'd prefer to be surprised than disappointed. Using this model I've made between $3K and $17K already based on my current flares for any FDV between 100M and 500M. If I assume that I will maintain my current % of total throughout the whole campaign I can extrapolate a 10K to 51K airdrop for those same FDV assumptions. Here's the calculator"
X Link 2025-11-21T15:21Z 118K followers, 51.4K engagements

"@lovetobluff Sure here's my EVM wallet: 0xD360EcB91406717Ad13C4fae757b69B417E2Af6b"
X Link 2025-11-21T18:24Z 118K followers, XXX engagements

"I really hope this is true. I'd love to see the end of the exploitative CEX listing era. That said most capital / volume still happens off-chain on centralized exchanges. So the assumption remains that there exists more capital to buy off-chain"
X Link 2025-11-24T13:45Z 118K followers, 6374 engagements

"Aside from @solsticefi @infiniFi and @Neutrl what stablecoin Season 1s are you farming"
X Link 2025-11-25T02:40Z 118K followers, 10.7K engagements

"For those wondering here are some of the best @monad yields to farm while they run incentives: Almost all of the yields are on @merkl_xyz but a few aren't -- and even the ones that are need a bit of context. πŸ§΅πŸ‘‡"
X Link 2025-11-26T04:15Z 118K followers, 17.8K engagements

"Uniswap V4: Prisoners Dilemma Farmers on @Uniswap V4 are rapidly creating lower fee tier pools to vampire attack the volume from higher fee tiers. But if everyone stayed at the same higher fee tier everyone would have a higher long-term net yield. Vamping is fairly zero-sum because if all the TVL migrates to the lower fee tier and the volume stays relatively consistent APRs go down across the board. The end result is the minimum necessary TVL required to service volume at a minimum possible APR necessary to maintain that liquidity. Which sounds optimal except we do not have rational agents"
X Link 2025-11-26T16:05Z 118K followers, 41.5K engagements

"Some @solana Stablecoin Yields A quick thread for the EVM minimalist πŸ§΅πŸ‘‡"
X Link 2025-11-26T18:01Z 118K followers, 15.9K engagements

"@kamino as usual has some of the best stablecoin loops. 1) @onrefinance tops the charts though ONyc is a lesser-known stable. You can think of it similarly to @re though I can't say whether the risk profile is similar. I love the transparency but would obviously like some third-party verification system to confirm it. APR: XX% at 2x Leverage 2) Of course @maplefinance Still the largest looped stable on Solana syrupUSDC has XX% looped APR with millions to borrow available. APR: XX% at 8x leverage"
X Link 2025-11-26T18:01Z 118K followers, 1781 engagements

"A day late but worth the mention. Thanksgiving has been famously declared by three separate presidents: Washington Lincoln and FDR (and less famously declared by a few others). In every instance it was dedicated to giving thanks to God. Now therefore I do recommend and assign Thursday the 26th day of November next to be devoted by the People of these States to the service of that great and glorious Being who is the beneficent Author of all the good that was that is or that will be. - George Washington Thanksgiving Proclamation October X 1789 So happy belated thanksgiving; and may more of us"
X Link 2025-11-29T03:28Z 118K followers, 6121 engagements

"sNUSD is now on @pendle_fi (alongside the previously launched NUSD). Looks like one of the best PTs out there in terms of fixed yield at XX% fixed. I'm still eagerly awaiting the underlying APY reveal though"
X Link 2025-12-01T15:20Z 118K followers, 17.7K engagements

"Note: Etherfi card maxi and ambassador It genuinely is my go-to card for everything I can use it for"
X Link 2025-12-01T18:28Z 118K followers, 1664 engagements

"I briefly got excited about muBOND because there's an XX% APR LP on Merkl paired with AUSD for it. But then the Dojo lads informed me that muBOND has nothing to do with tbills and is actually just a junior tranche for Chinese private credit. Oof"
X Link 2025-12-02T04:06Z 118K followers, 8085 engagements

"@ScottPh77711570 @Nick_van_Eck Thanks Scott. @Nick_van_Eck what's a guy gotta do to get an AUSD yield post retweeted around here"
X Link 2025-12-02T04:08Z 118K followers, XX engagements

"One of Rekt's best threads in a while. Worth the read"
X Link 2025-12-02T18:23Z 118K followers, 12.7K engagements

"@ethomyorke These are the comments I crave There are actually some decent yield bearing EUR now Maybe I'll do a thread"
X Link 2025-12-04T04:03Z 118K followers, XX engagements

"@0xNairolf Kalshi v Polymarket"
X Link 2025-12-04T16:41Z 118K followers, XXX engagements

"So the dollar one again becomes like a CDP i.e. collateralized by BTC You said "optically" so I imagine you mean to say it won't be officially backed by the BTC in the treasury or reserves but we will have enough BTC to give people confidence in the value of the dollar even if the petrodollar is no more"
X Link 2025-12-05T17:36Z 118K followers, XX engagements

"@DeFi_Dad @kamino @maplefinance Mentioning Kamino and Fluid in the same post. Someone feels spicy today"
X Link 2025-12-05T17:38Z 118K followers, XXX engagements

@phtevenstrong
/creator/twitter::phtevenstrong