# ![@vasily_sumanov Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1098525764134334468.png) @vasily_sumanov Vasily Sumanov

Vasily Sumanov posts on X about $yb, crvusd, $crvusd, defi the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1098525764134334468/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1098525764134334468/c:line/m:interactions.svg)

- [--] Week [------] -56%
- [--] Month [-------] +1,832%
- [--] Months [---------] +608%
- [--] Year [---------] +2,611%

### Mentions: [--] [#](/creator/twitter::1098525764134334468/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1098525764134334468/c:line/m:posts_active.svg)

- [--] Week [--] -8.90%
- [--] Month [--] +82%
- [--] Months [---] +288%
- [--] Year [---] +288%

### Followers: [-----] [#](/creator/twitter::1098525764134334468/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1098525764134334468/c:line/m:followers.svg)

- [--] Week [-----] +1.90%
- [--] Month [-----] +6.80%
- [--] Months [-----] +49%
- [--] Year [-----] +118%

### CreatorRank: [-------] [#](/creator/twitter::1098525764134334468/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1098525764134334468/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #2768 [finance](/list/finance)  35.71% [stocks](/list/stocks)  28.57% [exchanges](/list/exchanges)  #918 [technology brands](/list/technology-brands)  1.79% [currencies](/list/currencies)  1.79% [financial services](/list/financial-services)  0.89% [nfts](/list/nfts)  0.89% [vc firms](/list/vc-firms)  0.89% [social networks](/list/social-networks)  0.89%

**Social topic influence**
[$yb](/topic/$yb) #2, [crvusd](/topic/crvusd) #5, [$crvusd](/topic/$crvusd) #1, [defi](/topic/defi) #2457, [token](/topic/token) 11.61%, [$crv](/topic/$crv) #57, [$btc](/topic/$btc) #827, [liquidity](/topic/liquidity) 8.04%, [crv](/topic/crv) #357, [$hype](/topic/$hype) #428

**Top accounts mentioned or mentioned by**
[@yieldbasis](/creator/undefined) [@curvefinance](/creator/undefined) [@newmichwill](/creator/undefined) [@valueverseai](/creator/undefined) [@powerpoolcvp](/creator/undefined) [@aave](/creator/undefined) [@akrtws](/creator/undefined) [@vasilysumanov](/creator/undefined) [@tokengineering](/creator/undefined) [@realtokendesign](/creator/undefined) [@dexscreener](/creator/undefined) [@llamaintern](/creator/undefined) [@hyperliquidx](/creator/undefined) [@stakedaohq](/creator/undefined) [@giuseppedes](/creator/undefined) [@whalerony](/creator/undefined) [@idos_network](/creator/undefined) [@1inch](/creator/undefined) [@base](/creator/undefined) [@uniswap](/creator/undefined)

**Top assets mentioned**
[YieldBasis (YB)](/topic/$yb) [crvUSD (CRVUSD)](/topic/crvusd) [Curve DAO Token (CRV)](/topic/$crv) [Bitcoin (BTC)](/topic/$btc) [Hyperliquid (HYPE)](/topic/$hype) [Aerodrome (AERO)](/topic/$aero) [Aave (AAVE)](/topic/$aave) [Wrapped Bitcoin (WBTC)](/topic/$wbtc) [tBTC (TBTC)](/topic/tbtc) [PowerPool Concentrated Voting Power (CVP)](/topic/$cvp) [CBBTC (CBBTC)](/topic/$cbbtc) [Ethereum (ETH)](/topic/ethereum) [Uniswap (UNI)](/topic/$uni) [Pendle (PENDLE)](/topic/$pendle) [Tether (USDT)](/topic/$usdt) [GHO (GHO)](/topic/$gho) [Convex Finance (CVX)](/topic/$cvx) [Velo (VELO)](/topic/$velo) [Couchbase, Inc. (BASE)](/topic/$base) [Linea (LINEA)](/topic/linea) [USDC (USDC)](/topic/$usdc) [Tether Gold (XAUT)](/topic/$xaut) [PumpBTC (Governance token) (PUMP)](/topic/$pump) [Stake DAO (SDT)](/topic/$sdt) [yearn.finance (YFI)](/topic/$yfi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$1 in ve tokens such as $CRV $YB $PENDLE $AERO pays x3-x7 than owning average buybacks Even more: $UNI & $AAVE buybacks are order of magnitude more expensive than any ve yield Comparison: ve tokens vs. buybacks👇 https://t.co/gRjJ5TvTiw https://t.co/gRjJ5TvTiw"  
[X Link](https://x.com/vasily_sumanov/status/2015934320930677055)  2026-01-26T23:46Z [----] followers, 25.4K engagements


"Btw $crvUSD surpassed $GHO by onchain liquidity depth 10m $crvUSD - 10m $USDT (+595 $USDT surplus) 10m $GHO - 9.988m $USDT (-11407 $USDT) @aave is 17x bigger than @CurveFinance by TVL ($34B vs $2.06B) Rates by @1inch you can literally just borrow 20M $crvUSD and market dump it to farm somewhere else. yeah this pushes the borrow rate up to 4% temporarily but pegkeepers would start filling again which pushes the rate back down. youd probably end up around 22.5%. @CurveFinance https://t.co/tfXceYd0rU you can literally just borrow 20M $crvUSD and market dump it to farm somewhere else. yeah this"  
[X Link](https://x.com/vasily_sumanov/status/2007135090414096783)  2026-01-02T17:01Z [----] followers, [----] engagements


"Buybacks in general are weak for value accrual. But maybe $OP is an exception Lets check the numbers: - [----] ETH fees over [--] months - 50% for buyback - [----] ETH Effective Revenue Multiplier: 67x Compare with other revenue meta tokens yourself Happy new year everyone In November last year I wrote about the changes we were making to refocus the team on what comes next for crypto. Today the @Optimism Foundation is proposing a token buyback. The goal is to unify the broader ecosystem outside of just our internal Happy new year everyone In November last year I wrote about the changes we were"  
[X Link](https://x.com/vasily_sumanov/status/2015323959080751513)  2026-01-25T07:20Z [----] followers, [----] engagements


"Thanks for @CurveFinance bribe efficiency $CVX multiplier is smthg like 2.4-2.6x When token priced $2.10 generates $0.9 per year its real fomo $CVX Fomo 👀 $crv $eth $btc $arb $base $sol $xrp $aero $velo $equal $s $rsup $hype $frax $fxn $aave $fxusd $fxs $aster $cake $linea $ada $yb $bnb $crvusd #blackrock #ethereum #bitcoin #trump #chevron #gold #money https://t.co/tgNPMaE77E $CVX Fomo 👀 $crv $eth $btc $arb $base $sol $xrp $aero $velo $equal $s $rsup $hype $frax $fxn $aave $fxusd $fxs $aster $cake $linea $ada $yb $bnb $crvusd #blackrock #ethereum #bitcoin #trump #chevron #gold #money"  
[X Link](https://x.com/vasily_sumanov/status/2016254991510507722)  2026-01-27T21:00Z [----] followers, [----] engagements


"@newmichwill @ASvanevik The biggest journey is live now $YB"  
[X Link](https://x.com/vasily_sumanov/status/2016616003627897280)  2026-01-28T20:54Z [----] followers, [---] engagements


"@XenBH @base $AERO $OWB $AEROSTRAT"  
[X Link](https://x.com/vasily_sumanov/status/2016989246914261497)  2026-01-29T21:38Z [----] followers, [--] engagements


"https://dune.com/valueverse/crvusd-valueverse https://dune.com/valueverse/crvusd-valueverse"  
[X Link](https://x.com/vasily_sumanov/status/2017705912476332463)  2026-01-31T21:05Z [----] followers, [----] engagements


"@peazyfh @DefiMoon @dexscreener @coingecko Because I tried to found where DeFi Moon took [----] price but the lowest I found from biggest pool was [----] Funny that you didnt read my post properly since lowest weighted price across [--] $crvUSD pools (in which frxusd is also included ) was $0.9814"  
[X Link](https://x.com/vasily_sumanov/status/2017812583160680688)  2026-02-01T04:09Z [----] followers, [---] engagements


"@rektNeko @dexscreener $crvUSD $0.9972"  
[X Link](https://x.com/vasily_sumanov/status/2017863517068792287)  2026-02-01T07:32Z [----] followers, [---] engagements


"@lordjorx @yieldbasis @llamaintern And even more fees coming"  
[X Link](https://x.com/vasily_sumanov/status/2017926532782813365)  2026-02-01T11:42Z [----] followers, [---] engagements


"Today is ATH of @yieldbasis efficiency: - $415000 veYB fees generated last [--] hours - $586000 veYB fees this epoch (since [--] jan) - Lowest $YB emissions to captured fees ratio: $26m emissions drive $2M fees (split between ybBTC & veYB) With such holders' revenue $YB is insanely cheap: - 0.56x accounting multiplier on annualized revenue since December 4th - A 2x multiplier for the 4x veYB dilution (assuming 50% of all future emissions and unlocks in [----] are locked in veYB). - This doesn't account for any TVL & fees growth $YB emissions in any volatile period are much lower than fees captured"  
[X Link](https://x.com/vasily_sumanov/status/2018403895639417105)  2026-02-02T19:19Z [----] followers, [----] engagements


"It generates much more. The best option is to compare token holder revenue: [--] veAERO vs [--] UNI per year. Easy and transparent In our recent post we compared that: - during recent 7D of volatility veAERO made 26x revenue token than UNI - over recent [---] days [--] $AERO made 63x more vs [--] $UNI Details here: https://t.co/PsNRc2PGDb https://t.co/PsNRc2PGDb"  
[X Link](https://x.com/vasily_sumanov/status/2020411915340484912)  2026-02-08T08:18Z [----] followers, [---] engagements


"@marcopolo2027 @aerodrome But revenue is provided only to veAERO not locked are dont receive anything"  
[X Link](https://x.com/vasily_sumanov/status/2020438362021331109)  2026-02-08T10:03Z [----] followers, [--] engagements


"@newmichwill $crvUSD yield is much bigger than before for $veCRV so liquid lockers could be a part of @CurveFinance fees-only strategy"  
[X Link](https://x.com/vasily_sumanov/status/2020945780660748374)  2026-02-09T19:39Z [----] followers, [---] engagements


"Kind reminder that $YB was valued $50m FDV() during the round FDV (accounting all tokens including future $YB emission since it is relevant for the current comparison) is $368m what is approx 7x vs. the VC price The @CryptoRank_VCs @CryptoRank_io data is not correct VC Valuation vs. Current Market Cap During bull runs and narrative hype VCs tend to overprice projects and assign aggressive valuations. However once sentiment fades or the narrative loses traction most projects get a reality check and the market resets those euphoric https://t.co/qrwdXYZHzF VC Valuation vs. Current Market Cap"  
[X Link](https://x.com/vasily_sumanov/status/2003792647568466201)  2025-12-24T11:39Z [----] followers, [----] engagements


"Today is ATH of @yieldbasis efficiency: - $415000 veYB fees generated last [--] hours - $586000 veYB fees this epoch (since [--] jan) - Lowest $YB emissions to captured fees ratio: $26k emissions drive $2M fees (split between ybBTC & veYB) With such holders' revenue $YB is insanely cheap: - 0.56x accounting multiplier on annualized revenue since December 4th - A 2x multiplier for the 4x veYB dilution (assuming 50% of all future emissions and unlocks in [----] are locked in veYB). - This doesn't account for any TVL & fees growth $YB emissions in any volatile period are much lower than fees captured"  
[X Link](https://x.com/vasily_sumanov/status/2018413798496092482)  2026-02-02T19:58Z [----] followers, [----] engagements


"An example how people totally misunderstood protocol revenue is NOT token holders revenue $LDO doesnt capture these cashflows $UNI buybacks are tiny vs huge mcap revenue multiplier x100+ $ENA doesnt have any cashflows Only $PENDLE from this list distribute revenue to token holders DYOR before buying any of that GM I think $UNI $LDO $ENA $PENDLE can outperform $ETH in the next risk-on phase. Look at the revenue layer: @Uniswap $60M. @aave $93M. @LidoFinance $71M. @HyperliquidX $75M. They are real cash-flow machines of the cycle and beyond if you look deep https://t.co/jsCiVFhVyu GM I think"  
[X Link](https://x.com/vasily_sumanov/status/2022200019374223632)  2026-02-13T06:43Z [----] followers, 18.3K engagements


"@StakeDAOHQ @yieldbasis sdYB is a smart move especially buying in volatility when it has price difference with $YB Also $sdYB could be one of pieces of personal $YB strategy if you want to have some instantly liquid position"  
[X Link](https://x.com/vasily_sumanov/status/2020945483821351411)  2026-02-09T19:38Z [----] followers, [---] engagements


"Party just started Volatility vibes @yieldbasis"  
[X Link](https://x.com/vasily_sumanov/status/2022003323772322095)  2026-02-12T17:42Z [----] followers, [---] engagements


"📈Explaining the secret sauce behind the protocol that changes everything for BTC yield Yield Basis 🕳 is here This cycle is a Bitcoin Supercycle: - Newbies think about how to DCA more BTCs on a dip http://x.com/i/article/1913254337611993088 http://x.com/i/article/1913254337611993088"  
[X Link](https://x.com/vasily_sumanov/status/1913267626391863370)  2025-04-18T16:25Z [----] followers, 74.2K engagements


"No joke but $YB (veYB lock) APR is going wild 200%: - next epoch fees $332k (2x vs prev week) - $YB price remain unchanged - Rev.multiplier: [----] - [----] No need for guess if there is onchain data;) Any guesses how much will this number change on Thursday @yieldbasis https://t.co/BXa1JTNVrv Any guesses how much will this number change on Thursday @yieldbasis https://t.co/BXa1JTNVrv"  
[X Link](https://x.com/vasily_sumanov/status/2020741276824432713)  2026-02-09T06:07Z [----] followers, [----] engagements


"Could anyone clarify how @aave revenue will benefit $AAVE token holders Beyond already existing $50m annual buyback is there any else revenue stream for $AAVE holder Today we are proposing the Aave Will Win Framework a new alignment framework that directs 100% of product revenue to the Aave DAO treasury under a token-centric model. https://t.co/8PyBY1kxSi Today we are proposing the Aave Will Win Framework a new alignment framework that directs 100% of product revenue to the Aave DAO treasury under a token-centric model. https://t.co/8PyBY1kxSi"  
[X Link](https://x.com/vasily_sumanov/status/2022038766496665861)  2026-02-12T20:03Z [----] followers, [----] engagements


"@AustinBarack But investors dont get any cashflows besides capped buybacks and AAVE Safety Module discounting soon (funded from emission) If DAO will make 10x cash next year how individual $AAVE holder will financially benefit from that"  
[X Link](https://x.com/vasily_sumanov/status/2022197780169867382)  2026-02-13T06:34Z [----] followers, [---] engagements


"This proposal cuts @yieldbasis TVL cap by 33% without necessity to withdraw $BTC by LPs. Why $BTC price is low so unused stables can be cut off. $crvUSD potential peg pressure decreases without any need for $YB LPs actions. Hybrid Vaults ➡ next While @yieldbasis upcoming HybridVaults will take away more pressure on crvUSD than the pools produce the "normal" pools do affect the peg when imbalanced. I propose a vote which will essenially make it not possible to "deposit the dip" when BTC goes down - we'll scale YB via While @yieldbasis upcoming HybridVaults will take away more pressure on"  
[X Link](https://x.com/vasily_sumanov/status/2022258721263390798)  2026-02-13T10:37Z [----] followers, [----] engagements


"This could make Billions of TVL a reality for @yieldbasis: - User deposits $crvUSD to Vault (2.5% APY) - It unlocks Personal TVL Cap (2.5x from $crvUSD amount) - User receives entire yield from YB Pool position for $scrvUSD APY It means the direct contribution to $crvUSD stability by YB users https://t.co/YpKWaRr890 https://t.co/YpKWaRr890"  
[X Link](https://x.com/vasily_sumanov/status/2012553811982790763)  2026-01-17T15:53Z [----] followers, [----] engagements


"The world we live in: - $USDC $USDT have off-chain backing. - $crvUSD on-chain verifiable backing and yield. - $XAUT and $PAXG are backed by real gold. Banks have a tiny fraction of real money and gold contracts have an even smaller amount of real gold. Which is riskier"  
[X Link](https://x.com/vasily_sumanov/status/2013945635850875203)  2026-01-21T12:03Z [----] followers, [----] engagements


"The brief review of @DefiLlama's "Token Rights": - $CRV incomplete (+ holders' revenue data is wrong) - $HYPE utility incomplete - $AERO incorrect none of at lest three revenue sources are there (+ incorrect holders' revenue data) The correct $CRV is below👇"  
[X Link](https://x.com/vasily_sumanov/status/2016779448444735757)  2026-01-29T07:44Z [----] followers, [----] engagements


"https://app.valueverse.ai/tokens/curve-dao https://app.valueverse.ai/tokens/curve-dao"  
[X Link](https://x.com/vasily_sumanov/status/2016779450705465497)  2026-01-29T07:44Z [----] followers, [---] engagements


"We Need Gold 📈Yield Even $25m pool $XAUT-$crvUSD in this crazy volatility is a big step for Defi @yieldbasis when $XAUT"  
[X Link](https://x.com/vasily_sumanov/status/2016900425593868693)  2026-01-29T15:45Z [----] followers, [----] engagements


"Yesterday was definitely not the most volatile period for the $crvUSD peg With a larger TVL @yieldbasis has less influence on it Check [--] Nov [--] Oct [----] Ever wondered what roller coaster for the peg would look like https://t.co/VM0Cg1uulN Ever wondered what roller coaster for the peg would look like https://t.co/VM0Cg1uulN"  
[X Link](https://x.com/vasily_sumanov/status/2017209340185411885)  2026-01-30T12:12Z [----] followers, [----] engagements


"Flash Crash It's Fee Day for @yieldbasis: - [-----] BTC & [---] WETH for $veYB - $148000 in total Recent [--] hrs chronicle: ybBTC converted to underlying BTC & WETH according to redemption value"  
[X Link](https://x.com/vasily_sumanov/status/2017364598853390582)  2026-01-30T22:29Z [----] followers, [----] engagements


"Where did you take these prices Which pools exactly We track [--] main $crvUSD pools and minimum weighted price today was [------] I checked biggest ($30m TVL) $crvUSD/USDC & USDT pools manually at @dexscreener and minimal price there was [----] However all pools form liquidity & determine price together so we account all of them Link to the dashboard in comment UPDATE #2: Significant depeg on $crvUSD now as pegkeepers exhausted all their reserves ⚠ crvUSD/USDT trading down to [----] crvUSD/USDC trading down to [----] Borrow rates have spiked to 30% lol @yieldbasis is not good for crvUSD only a matter"  
[X Link](https://x.com/vasily_sumanov/status/2017705906985943364)  2026-01-31T21:05Z [----] followers, 22.2K engagements


"$YB Emission vs. fees (total stats): - Ratio: fees (LP+veYB)/emissions: 2.24x - Average daily fees: $142K/day - Average emission per day: $63k (161K $YB/day) Aggregate numbers: [--]. Emissions: $5266742 (13398345 $YB with $0.39 avg price) [--]. Total fees: $11811463 [--]. Average YB mining price: $0.83 (average yield per [--] YB mined paid by staked LPs to receive emissions) [--]. Emissions/Admin fees (veYB only) = [----] ($1950000 admin fees captured in v2 pools) Numbers account for v2 pools only (recent [--] days) This data comes live soon https://twitter.com/i/web/status/2018654924918210594"  
[X Link](https://x.com/vasily_sumanov/status/2018654924918210594)  2026-02-03T11:56Z [----] followers, 11.1K engagements


"I calculated recent revenue from volatility and adjusted it to value-receiving m.cap. What I found out: $YB made x100 revenue per $1 of revenue-receiving token m.cap vs. $HYPE [--] jan - [--] feb period If we take - official $HYPE circulation from Coingecko which doesn't include team tokens staked in validators that anyway receive value from buybacks. - all circulating $YB (including those not locked in veYB that don't receive any revenue) - it would be 30x Details: - @HyperliquidX earned $14.43M revenue for $HYPE token holders - @yieldbasis earned $0.794M revenue for $YB holders (locked to veYB)"  
[X Link](https://x.com/vasily_sumanov/status/2019130639937839261)  2026-02-04T19:27Z [----] followers, [----] engagements


"Did anyone noticed that + 13m (or +76%) $crvUSD was recently deposited to $crvUSD Savings Vault Yield drives demand. These stats are the best intro to recent @newmichwill proposal TL;DR: What is proposed: - Charge a 10-20% tax on the veYB admin fee during significant imbalances (40/60 crvusd/btc or greater) in the YB pools. - Deposit the tax proceeds as reward into the $crvUSD Savings. - Why Savings APY boosts lead to increased $crvUSD inflow supporting the peg So it's an initiative to support $crvUSD peg improving $YB efficiency (DAO fees capture + Hybrid Vault product offering) at the same"  
[X Link](https://x.com/vasily_sumanov/status/2019479083672039597)  2026-02-05T18:31Z [----] followers, [----] engagements


"Assets making fees for holders when volatility pumps: $CRV +++ stable swaps in demand + vol boost from yb $YB ++++ literally volatility fees printing machine $AERO & $VELO +++ DEXes in Base/OP getting all vol $PUMP --- nobody needs memecoins swaps less fees than in pre-vol week() $HYPE +++ capturing a lot but less than you can imagine if count per $1 of it's huge mcap $AAVE --- DAO revenue grows a lot with vol $AAVE holder revenue - almost not; no direct relation $UNI + Captures some fees from vol but very small vs. mcap - it doesn't really affect $UNI value Details & data👇"  
[X Link](https://x.com/vasily_sumanov/status/2019917594481020954)  2026-02-06T23:34Z [----] followers, 10.9K engagements


"Its always so funny when someone tries to do fud-powered marketing. lol Saturday fud: - You have your @D2_Finance a mix of tradfi stuff that as you say make some money on $BTC. Great. If your product is so cool you dont need marketing with such yields. - instead of it you start fud on successful product that dont need marketing - @yieldbasis having TVL caps filled in any market conditions - its really makes tons of money on volatility (both for LPs and $YB token holders) & serves as Ethereum DeFi backbone (talking about onchain BTC liquidity it is 100% correct just a fact) - You call position"  
[X Link](https://x.com/vasily_sumanov/status/2020129053144232152)  2026-02-07T13:34Z [----] followers, [----] engagements


"@Route2FI what about 11.67% on $crvUSD savings at @CurveFinance's LLamalend"  
[X Link](https://x.com/vasily_sumanov/status/2020946750601822311)  2026-02-09T19:43Z [----] followers, [----] engagements


"@DAdvisoor @aave But they will do $50m capped buybacks that have no real influence on token value"  
[X Link](https://x.com/vasily_sumanov/status/2022193016296079667)  2026-02-13T06:16Z [----] followers, [---] engagements


"@DeFi2099 @aave From emission"  
[X Link](https://x.com/vasily_sumanov/status/2022344701425381577)  2026-02-13T16:18Z [----] followers, [--] engagements


"Some people say that OG Defi tokens are forgotten. Let's dig into it. /midnight thoughts post/ I was talking to a friend (almost decade in crypto inv banker background). He was surprised when I showed yields that OG Defi tokens deliver to their holders. He said: everyone is focused on RWA & Stablecoins since it is a trillion market Defi is much smaller and not interesting anymore. He even thought all these projects $CVX $CRV $AERO etc are almost dead. He was truly surprised when I reveal data that they distribute considerable yields for holders even during such a depressed market. He said:"  
[X Link](https://x.com/vasily_sumanov/status/2021696977545691259)  2026-02-11T21:24Z [----] followers, [----] engagements


"@slycooperlmeow Uniswap had this assumptions for years I prefer to discuss what we really have there not what we could have theoretically"  
[X Link](https://x.com/vasily_sumanov/status/2022392057885790462)  2026-02-13T19:26Z [----] followers, [---] engagements


"@yieldbasis @ work Spot $BTC exposure+ fees no IL @yieldbasis alpha: $cbBTC $wBTC $tBTC pools' earnings Volatility is your yield (c) yieldbasis FYI: 50% will be used for rebalance in the future https://t.co/V39MkL9opj @yieldbasis alpha: $cbBTC $wBTC $tBTC pools' earnings Volatility is your yield (c) yieldbasis FYI: 50% will be used for rebalance in the future https://t.co/V39MkL9opj"  
[X Link](https://x.com/vasily_sumanov/status/1972940954689798529)  2025-09-30T08:25Z [----] followers, 16.9K engagements


"A deep dive into mechanism design & token utility $YB Providing liquidity in AMMs has historically been unprofitable. @yieldbasis offers a structural fix: 2x compounding leverage and arbitrage-enabled flash loan rebalancing eliminate IL and keep BTC exposure linear. Learn more in our latest report: https://t.co/rQq1U5J8IF https://t.co/gibAwdNczY Providing liquidity in AMMs has historically been unprofitable. @yieldbasis offers a structural fix: 2x compounding leverage and arbitrage-enabled flash loan rebalancing eliminate IL and keep BTC exposure linear. Learn more in our latest report:"  
[X Link](https://x.com/vasily_sumanov/status/1973022809640366259)  2025-09-30T13:51Z [----] followers, [----] engagements


"Excited to see further adoption of veTokenomics. Outlier Ventures proposes veToken design for $BASE. Will provide detail thoughts later. @newmichwill @OVioHQ BASE Token Design Proposal: Adaptive Quote Currency Economics for L2 Value Capture Layer 2s are trapped in a paradoxlow fees attract users but limit revenue. Here's how a BASE token by @base can break this cycle through quote currency mechanics + adaptive incentives replacing https://t.co/7w7MxgjNGt BASE Token Design Proposal: Adaptive Quote Currency Economics for L2 Value Capture Layer 2s are trapped in a paradoxlow fees attract users"  
[X Link](https://x.com/vasily_sumanov/status/1973347880275730472)  2025-10-01T11:22Z [----] followers, [----] engagements


"AMM pool without () Impermanent Loss: - Mainnet @yieldbasis product not a nerdy article - Live stats how it makes fees with $30m TVL (incl data by @valueverse_ai) Could you imagine this [--] months ago Does it qualify as a genesis for v2 Defi Summer https://t.co/8HQRMsypZT https://t.co/8HQRMsypZT"  
[X Link](https://x.com/vasily_sumanov/status/1975161728087593107)  2025-10-06T11:30Z [----] followers, [----] engagements


"It's time to fuel up Bitcoin yield and increase TVL for @yieldbasis pools up to $100m. Why - Pools work as intended: no IL a lot of fees captured - huge demand for native $wBTC $cbBTC $tBTC yield - Positive impact on $CRV @CurveFinance eco (thanks @in_pangea for their report) Detailed pools analytics by @valueverse_ai: https://app.valueverse.ai/tokens/ybbtc#key-metrics A proposal for @CurveFinance to increase crvUSD allocation for @yieldbasis based on [--] weeks of running careful checks in prod https://t.co/G1NFURhC0d https://app.valueverse.ai/tokens/ybbtc#key-metrics A proposal for"  
[X Link](https://x.com/vasily_sumanov/status/1975638804582076710)  2025-10-07T19:06Z [----] followers, [----] engagements


"yb pools performance and how +$120m TVL will affect it 🐇🕳 LPs APRs in Yield Basis pools Despite [----] BTC & 25k $crvUSD fees captured per pool some LPs report that they have negative APR (by tx http://x.com/i/article/1976005390157393920 http://x.com/i/article/1976005390157393920"  
[X Link](https://x.com/vasily_sumanov/status/1976034864940880323)  2025-10-08T21:19Z [----] followers, 32.1K engagements


"Swaps in $30m @yieldbasis capped pools - $150m cap raise in several days organic_volumereal_usersjust_the_beginnin https://t.co/B047aRRgP3 organic_volumereal_usersjust_the_beginnin https://t.co/B047aRRgP3"  
[X Link](https://x.com/vasily_sumanov/status/1976362373457027240)  2025-10-09T19:01Z [----] followers, [----] engagements


"$YB @yieldbasis: - 1st sale ever at @legiondotcc x @krakenfx joint launchpad - 1st sale ever at #BinanceWallet - 1st and only on chain spot AMM without impermanent loss When truly innovative product meets market demand and recognition Join the 1st Pre-TGE Prime Sale Edition on #Binance Wallet with @yieldbasis (YB) 📅 08:00 -10:00 (UTC) on Oct [--] [----] 📜Eligible users need Binance Alpha Points to participate Pre-TGE details and the Event Portal will be released soon stay tuned Activity Rules: https://t.co/UTNaOV7VQz Join the 1st Pre-TGE Prime Sale Edition on #Binance Wallet with @yieldbasis"  
[X Link](https://x.com/vasily_sumanov/status/1976655781174071351)  2025-10-10T14:27Z [----] followers, [----] engagements


"Red bar for $BTC means a green one for @yieldbasis $BTC Volatility Test for @yieldbasis [--] hrs of volatility bring more results than [--] days of mainnet running (per pool): + $12.7m trading volumes ($wBTC $15m vol) + [----] $BTC & $60k $crvUSD fees $1.5m Rebalance AMM fees = 66% of lifetime fees was captured during this flash https://t.co/ScYULRR8Wv $BTC Volatility Test for @yieldbasis [--] hrs of volatility bring more results than [--] days of mainnet running (per pool): + $12.7m trading volumes ($wBTC $15m vol) + [----] $BTC & $60k $crvUSD fees $1.5m Rebalance AMM fees = 66% of lifetime fees was"  
[X Link](https://x.com/vasily_sumanov/status/1976845828439539893)  2025-10-11T03:02Z [----] followers, [----] engagements


"Couple of thoughts why @yieldbasis $YB is a perfect reference for a public sales this cycle [--]. Rational valuation $100m-$200m while typically valuations are crazy aka 300-500m for solid projects [--]. working mainnet product that everyone needs and brings something truly new to DeFi/web3 (AMM without Impermanent Loss) [--]. No lockups/vestings for years; veYB token utility will be entirely available from day [--] Current results: - 23772% oversubscription (600m committed by 212k users) at first-ever @BinanceWallet sale - crazy oversubscribed first-ever sale at @legiondotcc & @krakenfx The first"  
[X Link](https://x.com/vasily_sumanov/status/1977733022901215508)  2025-10-13T13:47Z [----] followers, [----] engagements


"@yieldbasis is live. $YB is live. Price corrected. A good $YB entry with DCA $150m TVL in pools 40% BTC APR how it translates in $YB staking value $YB analysis👇 An efficient approach to maximize $YB value + numbers: [--]. Locking $YB - veYB to participate in fees distribution with Permalock. 💡Permalock function allows to maximize this value + provides a unique option to transfer veYB position (as NFT) at any time other lockups doesn't have this feature. [--]. $YB captures share of fees from @yieldbasis based on share of LPs that decided to receive $YB instead of BTC yield (and veYB gets a share"  
[X Link](https://x.com/vasily_sumanov/status/1978481886352789966)  2025-10-15T15:23Z [----] followers, [----] engagements


"@0xSisyphus The first token $CRV will greatly benefit from $YB: - a lot of new fees to @CurveFinance - $crvUSD adoption boost (and its the core thing) - 7.5% of total $YB supply goes to $CRV holders"  
[X Link](https://x.com/vasily_sumanov/status/1978499180696891510)  2025-10-15T16:32Z [----] followers, [---] engagements


"The first day of $YB: veYB lock-up stats 9m $YB or 8%+ is already locked to veYB: - 1.5m using Permalock (4 years auto-renew) - 7.28m locked for [--] years - only 212k locked for less than [--] years Features of Permalock: - Maximizes rewards (no veYB decay when epochs end) - Enables transferability via NFT position transfer https://t.co/P6ZA0ovxXy 9m $YB or 8%+ is already locked to veYB: - 1.5m using Permalock (4 years auto-renew) - 7.28m locked for [--] years - only 212k locked for less than [--] years Features of Permalock: - Maximizes rewards (no veYB decay when epochs end) - Enables transferability"  
[X Link](https://x.com/vasily_sumanov/status/1978616052494839947)  2025-10-16T00:16Z [----] followers, [----] engagements


"The power of pool size & liquidity: - @yieldbasis got more swap volume yesterday ($40.36m) vs. [--] oct flash crash ($36.07) - with much less rebalances $1.42m vs. $5m or 3.5x lower (means more pool efficiency) - $cbBTC got biggest volumes $tBTC lowest rebalances The pool size truly matters. A cap raise is needed"  
[X Link](https://x.com/vasily_sumanov/status/1979493062242951491)  2025-10-18T10:21Z [----] followers, [----] engagements


"Also dont like buybacks in token design A share of this yield can be distributed to validators/stakers and create much healthier value capturing loop I know what I am talking about we have the most detailed $HYPE token utility & metrics description at @valueverse_ai $HYPE is the most overbought token in DeFi right now. The buybacks are a distraction. Yes $3.9M in revenue. And 90% goes to buying $HYPE. That just means the founders know the price will collapse without that constant artificial demand. They say fundamentals keep improving. https://t.co/urE84Q38Y4 $HYPE is the most overbought"  
[X Link](https://x.com/vasily_sumanov/status/1979851845813342313)  2025-10-19T10:07Z [----] followers, [----] engagements


"Why I don't like buybacks as value accrual mechanism. A simple example👇 Let's take a look at $PUMP by @pumpdotfun - The token launched at a price of $0.004 - Since its launch has generated a lot of revenue and spent $143 million on buybacks. - The value of a $PUMP holder's position who bought at launch has increased by almost 10% (I created a Supply Reduction Index which shows how much more valuable the share in supply has become due to the reduction in the number of tokens in circulation). The price is now $0.0038. As a holder I don't care that $143 million was spent on buybacks and that"  
[X Link](https://x.com/vasily_sumanov/status/1979918529831776740)  2025-10-19T14:32Z [----] followers, [----] engagements


"🔥$YB Wars Active $tBTC earns 42% bigger APR than $wBTC because it was decided by veYB holders Lock $YB - veYB to participate FYI: Emission direction for $YB is available since token launch People apparently lock @yieldbasis YB tokens and vote to increase their own YB yield. YB wars are here all proceeding as planned https://t.co/l4RF711GWf People apparently lock @yieldbasis YB tokens and vote to increase their own YB yield. YB wars are here all proceeding as planned https://t.co/l4RF711GWf"  
[X Link](https://x.com/vasily_sumanov/status/1980572134872354879)  2025-10-21T09:49Z [----] followers, [----] engagements


"@yieldbasis $YB Wars: - 10.48m veYB but less than 1.9m/17% voted - $tBTC community 🥇 and gets 42.6% of all $YB emissions or 24.2% $YB APR vs. 12-16% for $wBTC $cbBTC - just 100k veYB votes can move weights by 3% Who will be 🥇 in [--] hrs Cannot wait to share detailed governance metrics with $YB community"  
[X Link](https://x.com/vasily_sumanov/status/1980717411327148479)  2025-10-21T19:26Z [----] followers, [----] engagements


"Record-high $BTC volatility - ATH of @yieldbasis swap volumes. Total pools fees: 🥇$595k (21 Oct)🥈 408k (17 Oct)🥉369k (10 Oct flash crash)"  
[X Link](https://x.com/vasily_sumanov/status/1980915104557539645)  2025-10-22T08:32Z [----] followers, [----] engagements


"Now 10k veYB stake can re-allocate approx 0.3% of $YB emissions to one of three $tBTC $wBTC $cbBTC pools. Thinking about creating the $YB Power Index indicating influence power in hands of veYB owners $YB Utility Tracking: veYB governance stats added FYI: $tBTC leads $YB Wars since 19th Oct Detailed stats👇 https://t.co/1vvgjsMecx $YB Utility Tracking: veYB governance stats added FYI: $tBTC leads $YB Wars since 19th Oct Detailed stats👇 https://t.co/1vvgjsMecx"  
[X Link](https://x.com/vasily_sumanov/status/1981447082897453264)  2025-10-23T19:46Z [----] followers, [----] engagements


"With all due respect 99% of DeFi doesnt support @safe. This is why you add fees for swaps etc For me @safe is useless for any case besides assets storage (this works well never hacked if Bybit case is not your fault no questions here) I cannot even get airdrops for holding my @pudgypenguins and other nfts . Not possible to claim. Safe not supported I cannot claim $GHO rewards from savings in @aave Merkl. Not possible to claim safe not supported And on top of that $SAFE token. Could someone explain its value to me I am token engineer and will be happy to understand I think MPC wallets that can"  
[X Link](https://x.com/vasily_sumanov/status/1983403372590801039)  2025-10-29T05:19Z [----] followers, [----] engagements


"YieldBasis just launched there will be fee share etc soon; but you need to wait Share me a project that worked with 100% functions from day [--] Also how many projects that have token also had working and unique product before token launch A lot of projects have token first and (maybe) product after that Here it was the opposite situation I want to share my exp so far with @yieldbasis I took part in the presale. I did not sell any YB at the start. I LPed instead with some veYB locked some and still hold some liquid (i might lock i might LP) There were a few adjustments on the ranges but i"  
[X Link](https://x.com/vasily_sumanov/status/1983404491455058005)  2025-10-29T05:24Z [----] followers, [----] engagements


"When @yieldbasis delivered $BTC pools 2/3 are market leaders by TVL and liquidity depth (with $150m TVL limit only) For $ETH it's not only pools but the new source of yield on top of LST: - more profitable than lending/restaking - benefiting @ethereum directly - deeper $ETH liquidity means more resilient Defi ecosystem in general P.S. Talking about $ETH/LST liquidity: - I have no doubts that @yieldbasis will be leader by TVL in a single pool - The biggest competitor has only $161m TVL (now) - It's easy for @yieldbasis only $80.5m $ETH needed from LPs https://t.co/pS9bRzmIre"  
[X Link](https://x.com/vasily_sumanov/status/1983961601079443615)  2025-10-30T18:18Z [----] followers, [----] engagements


"If you understand how economic/business model of just one project works - you already can get asymmetric advantage After discussion with multiple VC analysts and consulting people regarding $YB - I feel how early we are in terms understanding mechanism design token value & how it exactly works etc - It is not a problem of documentation. @yieldbasis docs quality outperform almost every DeFi project I ever seen (we do token analytics at @valueverse_ai so trust me a lot of projects have so bad docs and they try to claim they are tier [--] in DeFi lol) Its the not problem of explanation. @yieldbasis"  
[X Link](https://x.com/vasily_sumanov/status/1984484649863647413)  2025-11-01T04:56Z [----] followers, [----] engagements


"The future for $CRV is bright Just one $500M YB pool expansion will lead to over $1B in $crvUSD. With TVL billions: [--]. Massive $crvUSD adoption [--]. Increasing fees for veCRV. [--]. The @CurveFinance ecosystem will grow to a whole new level. BitGo's custody has been accumulating a large amount of CRV over the past few days. Hmm interesting.👀$CRV @CurveFinance https://t.co/n2t6LZgexp BitGo's custody has been accumulating a large amount of CRV over the past few days. Hmm interesting.👀$CRV @CurveFinance https://t.co/n2t6LZgexp"  
[X Link](https://x.com/vasily_sumanov/status/1985292666423103826)  2025-11-03T10:27Z [----] followers, 44.9K engagements


"Some simple stats for those who fud on $CRV @CurveFinance $CRV yield stats: [--]. [-----] M.cap/revenue or [----] veCRV Mcap/revenue (the veCRV is mcap that receives yield) [--]. These numbers come from onchain data: - $0.057 per [--] veCRV/year (counting the recent epoch) or $0.067 (historical annual average) Live dashboard👇 $CRV yield stats: [--]. [-----] M.cap/revenue or [----] veCRV Mcap/revenue (the veCRV is mcap that receives yield) [--]. These numbers come from onchain data: - $0.057 per [--] veCRV/year (counting the recent epoch) or $0.067 (historical annual average) Live dashboard👇"  
[X Link](https://x.com/vasily_sumanov/status/1985426330238804314)  2025-11-03T19:18Z [----] followers, 11K engagements


"Great deep dive in @yieldbasis and $BTC yield 🎙 New @edge_pod 🌽 Is This The Next Best BTC Yield In DeFi 0:00 - Intro 5:43 - Building Curve Finance since [----] 8:36 - Why build yieldbasis 11:53 - The challenge to productize BTC yield 19:13 - How does yieldbasis work 26:29 - Current BTC yields and performance 28:20 - https://t.co/W25JLjJobE 🎙 New @edge_pod 🌽 Is This The Next Best BTC Yield In DeFi 0:00 - Intro 5:43 - Building Curve Finance since [----] 8:36 - Why build yieldbasis 11:53 - The challenge to productize BTC yield 19:13 - How does yieldbasis work 26:29 - Current BTC yields and"  
[X Link](https://x.com/vasily_sumanov/status/1985753651055317344)  2025-11-04T16:58Z [----] followers, [----] engagements


"@yieldbasis revenue calculations arrived👇 Protocol generated [----] BTC veYB fees over month (with [--] and then 150m TVL only) Lets do napkin math: - With [----] BTC fee existing 16.77m veYB receive $0.03/month or $0.36/year - Next is $500m TVL extension. - If $500m TVL will generate 3.33x of that than [--] BTC per month or $1.68m. In March [----] there will be max 150m YB and if 50% lock 75m veYB so $0.26 per year with $500m TVL only With $1B it will be $0.52 per year what is perfectly aligned with @bidclubio @tanthaip $YB article that I contributed to with math. NFA DYOR just some thoughts that"  
[X Link](https://x.com/vasily_sumanov/status/1987645613849358528)  2025-11-09T22:16Z [----] followers, 18.1K engagements


"$YB fee switch feel the difference: - @yieldbasis LPs get fees - have no Impermanent Loss - veYB also generates fees Everyone happy. UNISWAP'S FEE SWITCH: WHO BENEFITS 👀 Uniswap just announced fee switches and token buybacks. And guess who loved the news @newmichwill The CEO of Curve @wagmiAlexander The CEO of Dromos Not because its a smart move. But because its so bad it actually gives them an https://t.co/6vdSli0j1t UNISWAP'S FEE SWITCH: WHO BENEFITS 👀 Uniswap just announced fee switches and token buybacks. And guess who loved the news @newmichwill The CEO of Curve @wagmiAlexander The CEO"  
[X Link](https://x.com/vasily_sumanov/status/1988566077563928804)  2025-11-12T11:14Z [----] followers, [----] engagements


"@StakeDAOHQ leads $YB accumulation Imagine if [----] BTC/$461000 admin fees will be distributed to veYB during the next month: - $0.026 for [--] veYB/month - $0.312 for [--] veYB/year = @StakeDAOHQ could generate 811k*$0.312 =$253k/year at current admin fee generation rate This is not financial advice. Please do your own research. $SDT rewards for $sdYB stakers have just been refilled double the previous amount. The $YB Liquid Locker keeps gaining traction as deposits grow before the fee switch activation. sdYB holders benefit from: Full $veYB future rewards $SDT extra rewards Rewards for veYB"  
[X Link](https://x.com/vasily_sumanov/status/1989427871832514927)  2025-11-14T20:19Z [----] followers, [----] engagements


"Totally logical: - @yieldbasis pools have bigger TVL than any other for BTC (in top [--] at Defillama) - Top Uniswap pool left behind - Why No Impermanent Loss. 👀 With $500m TVL expansion @yieldbasis enters top [--] [--] cbBTC in a single transaction routed through yieldbasis pools _yb% https://t.co/Z6omNXXUCG [--] cbBTC in a single transaction routed through yieldbasis pools _yb% https://t.co/Z6omNXXUCG"  
[X Link](https://x.com/vasily_sumanov/status/1990378289429655687)  2025-11-17T11:15Z [----] followers, [----] engagements


"Somebody understands $YB $crvUSD and $CRV fundamentals It's called value synergy One's success drives value of all interconnected assets: $YB - $crvUSD - $CRV - $CVX $SDT $YFI How value synergy works - $YB drives $crvUSD adoption liquidity peg and swaps; also provides $YB to @CurveFinance as licensing fee - $CRV receives more $crvUSD-related fees + bribes - @ConvexFinance @StakeDAOHQ @yearnfi earn from that (78% veCRV owned by these three protocols) +1 million $CRV tokens in two weeks. Someone continues to accumulate them in @BitGo 's custody. I'm watching. @CurveFinance"  
[X Link](https://x.com/vasily_sumanov/status/1990501989126410663)  2025-11-17T19:27Z [----] followers, 12.6K engagements


"It is exciting to be on the research team with @ethicraul and @akrtws which received a grant from @BalancerLabs. Dear @powerpoolcvp community let's co-fund it and develop models for #PowerIndex: $CVP @tokengineering https://gov.powerpool.finance/t/proposal-11-issue-a-grant-to-co-fund-research-on-balancer-amm-with-balancer-labs/441 https://gov.powerpool.finance/t/proposal-11-issue-a-grant-to-co-fund-research-on-balancer-amm-with-balancer-labs/441"  
[X Link](https://x.com/anyuser/status/1334617941103550465)  2020-12-03T21:58Z [----] followers, [--] engagements


"Congrats to PowerPool using @1inchExchange for initial pool weights adjustment: 0.5% slippage for $1.5m trades $YFI to $AAVE $SNX $SUSHI. Looks like some of these trades were routed via @powerpoolcvp 🎱$PIPT and $YETI 🎱 Dynamic AMM for $ASSY is up and running 🎱 Next weights adjustment in 24hrs 🎱 $500k of users capital saved 🎱 Stay tuned for next DAMM-based indices such as $YLA: @iearnfinance Lazy APE https://t.co/8Q5i26ftiK #PowerIndex $AAVE $SNX $SUSHI $YFI 🎱 Dynamic AMM for $ASSY is up and running 🎱 Next weights adjustment in 24hrs 🎱 $500k of users capital saved 🎱 Stay tuned for"  
[X Link](https://x.com/anyuser/status/1361769003702648833)  2021-02-16T20:06Z [----] followers, [--] engagements


"Awesome update of @1inch tokenomics. Now it has three Value Capturing mechanisms (discount dividend-like governance). 1inch V3 consumed 77ETH in last [--] hrs so $10m will refund gas of 100% users during [--] days:) @k06a @deacix @lisajytan @akrtws 6/ The amount of staked 1INCH tokens is also important as: ✅ staking of [---] 1INCH = 25% gas refund; ✅ staking of [----] 1INCH = 50% gas refund; ✅ staking of [-----] 1INCH = 75% gas refund; ✅ staking of [------] 1INCH = 100% gas refund. 6/ The amount of staked 1INCH tokens is also important as: ✅ staking of [---] 1INCH = 25% gas refund; ✅ staking of [----] 1INCH"  
[X Link](https://x.com/anyuser/status/1420100238568837126)  2021-07-27T19:14Z [----] followers, [--] engagements


"What is $TOKE - @TokenReactor native token🤔 $TOKE is a Liquidity Valve Controller. It has several utility functions: liquidity direction based on staking IL risks diversification and governance. Disclaimer: I am @TokenReactor advisor and investor Let's dig into details👇"  
[X Link](https://x.com/anyuser/status/1423807697472917506)  2021-08-07T00:46Z [----] followers, [---] engagements


"The proposal race for @GearboxProtocol The initial asset list was started🚀 Here is my suggestion on which assets should be added into the protocol in the first place: @ivangbi_ @apeir99n https://gov.gearbox.fi/t/gip-2-3-start-gearbox-allowed-tokens-and-protocols/152/4 https://gov.gearbox.fi/t/gip-2-3-start-gearbox-allowed-tokens-and-protocols/152/4"  
[X Link](https://x.com/anyuser/status/1471447696716312594)  2021-12-16T11:50Z [----] followers, [--] engagements


"@ilblackdragon We want to deploy Defi [---] automation network on Aurora and make Vaults and the fund-of-funds stables aggregator based on Rose"  
[X Link](https://x.com/anyuser/status/1474320695291228161)  2021-12-24T10:06Z [----] followers, [--] engagements


"Your drink when you still bullish on @NEARProtocol this morning💡 not financial advice"  
[X Link](https://x.com/anyuser/status/1484844103040909313)  2022-01-22T11:03Z [----] followers, [--] engagements


"Proud to lead this research in @powerpoolcvp. It can be a solid step for solving secondary market liquidity issues for stables without solely relying on DEX token incentives 🎱 New product: $LUSD StableSwap pool on top of @BalancerLabs and @LiquityProtocol 🎱 12% APY generated w/o xtra rewards: Liquity stability pool + $BAL rewards (staBAL pool) 🎱 This solves secondary market liq issue for $LUSD w/o @CurveFinance incentives https://t.co/JMjzFArjfa 🎱 New product: $LUSD StableSwap pool on top of @BalancerLabs and @LiquityProtocol 🎱 12% APY generated w/o xtra rewards: Liquity stability pool +"  
[X Link](https://x.com/anyuser/status/1488319527721086978)  2022-02-01T01:13Z [----] followers, [--] engagements


"@AnalyserOver @StaniKulechov @indexcoop Yep this is why you need to make an option to join and exit from AAVE which will be further staked and exit finally via AAVE as well. Then there will be no problem with the liquidity of staked AAVE. But will be another one with the cooldown period for unstaking"  
[X Link](https://x.com/vasily_sumanov/status/1531927653984489473)  2022-06-01T09:16Z [----] followers, [--] engagements


"@SCBuergel @0xjjpa @infura_io @AlchemyPlatform @TornadoCash It seems that Ethereum endpoints will be "white legal" or "darknet illegal" and miners will also choose a side they will go with at PoS We will have a truly dark forest"  
[X Link](https://x.com/anyuser/status/1558082221822865408)  2022-08-12T13:25Z [----] followers, [--] engagements


"15 may [--] pm UTC Lets talk about smart contracts automation See yall OGs We invite you to our next #AMA @powerpoolcvp & @DAppNode Partnership Spaces🤝 📅 15th May 1pmUTC 🎤 https://t.co/AKUHiFFY48 We created a campaign for celebration with [---] $USDC and Collectible NFTs join in here 👇 https://t.co/IQ1a45X89z We will discuss about #PowerPool https://t.co/Z3mR8K4te1 We invite you to our next #AMA @powerpoolcvp & @DAppNode Partnership Spaces🤝 📅 15th May 1pmUTC 🎤 https://t.co/AKUHiFFY48 We created a campaign for celebration with [---] $USDC and Collectible NFTs join in here 👇"  
[X Link](https://x.com/anyuser/status/1656716311915790340)  2023-05-11T17:42Z [----] followers, [----] engagements


"The cross-chain expansion of @powerpoolcvp has begun We are happy to announce that #PowerPool partners with @deBridgeFinance to bring decentralized automation to different EVM-compatible networks Let's dive into the details 👇 https://t.co/jfsubcORr8 @powerpoolcvp is expanding cross-chain capabilities for $CVP with https://t.co/w4PmG62u7c We are happy to announce that #PowerPool partners with @deBridgeFinance to bring decentralized automation to different EVM-compatible networks Let's dive into the details 👇 https://t.co/jfsubcORr8 @powerpoolcvp is expanding cross-chain capabilities for $CVP"  
[X Link](https://x.com/anyuser/status/1657040765334200321)  2023-05-12T15:11Z [----] followers, [----] engagements


"Definitely there is a lot of stuff to discuss regarding on-chain automation and #PowerAgent strategy Should we organize another community call to discuss about the current state and status of #PowerAgent v2 #Testnet Shall we 🤔 Drop your comments 👇 Should we organize another community call to discuss about the current state and status of #PowerAgent v2 #Testnet Shall we 🤔 Drop your comments 👇"  
[X Link](https://x.com/anyuser/status/1664863717043970048)  2023-06-03T05:16Z [----] followers, [----] engagements


"Thank you @tokengineering and @akrtws Everyone should know this theory would never have been developed without the TE Academy. Thanks to @akrtws @sebnem and the rest of the community for the great conversations brainstorming and years of support The Token Engineering Community are real OGs in token engineering contributing to it non-stop from day one. Happy to be in the family and see it grow @akrtws @VladZamfir @cryptoeconlab @RealTokenDesign @OfficialESC @a16z Another great resource to learn more about #ProtocolDesign and #tokenology is "Value Capturing Theory" by @vasily_sumanov."  
[X Link](https://x.com/anyuser/status/1689343034247274496)  2023-08-09T18:29Z [----] followers, [----] engagements


"I am excited to see everybody on CCG23 by @CCommonsHub I am planning two talks there: [--]. @powerpoolcvp automation of smart contracts execution and vision for automated web3 [--]. Value Capturing Theory for digital assets. See you all token engineers. There is a hot topic to discuss There will also be a token value capture workshop where I plan to discuss specific token designs and their value capture results. CCG23 mornings program is ready Here you go Afternoons Liberated and structured with Liberating Structures For a description of each day and to get deeper into the experts and projects"  
[X Link](https://x.com/anyuser/status/1694735301262925872)  2023-08-24T15:35Z [----] followers, [----] engagements


"Presented today my Value Capturing theory at @CCommonsHub The draft of the article is also available in the presentation👇 http://bit.ly/token-value http://bit.ly/token-value"  
[X Link](https://x.com/anyuser/status/1696645003550896562)  2023-08-29T22:04Z [----] followers, [---] engagements


"Our vision: - The future of Web3 is automated - 40% of Txs will be executed automatically by Keeper Networks - - launch @gnosischain mainnet ASAP After a chat with @StefanDGeorge I feel that @gnosischain's vision is more than aligned with it and will have a fully automated user experience even sooner😀 https://bit.ly/web3-automated https://bit.ly/web3-automated"  
[X Link](https://x.com/anyuser/status/1701573720643346838)  2023-09-12T12:29Z [----] followers, [----] engagements


"Whats up guys Want to discuss future of on-chain automation Defi or token engineering trends - lets meet at #Devconnect DM"  
[X Link](https://x.com/anyuser/status/1723780389020340234)  2023-11-12T19:10Z [----] followers, [----] engagements


"Will speak tomorrow at the Economic Evolution Workshop with the Value Capturing theory and the periodic table of value capturing mechanisms See you here👇 Paper for nerds: http://bit.ly/vcm-paper 🔥Join us tomorrow at 'Economic Evolution Workshop' at The Voyage Waypoint by @LineaBuild. 🔥 We're gathering industry experts to explore real-world applications challenges and visions for blockchain in diverse fields. Sign up here🔽🔽🔽 https://t.co/8ANnteZKFV http://bit.ly/vcm-paper 🔥Join us tomorrow at 'Economic Evolution Workshop' at The Voyage Waypoint by @LineaBuild. 🔥 We're gathering"  
[X Link](https://x.com/anyuser/status/1725253315985014798)  2023-11-16T20:43Z [----] followers, [----] engagements


"See yall for Value Capturing Theory discussion Lets talk value Lets talk tokens @tecmns 🎙🎧 Join us this Sunday at 9am UTC as we feature Episode [--] of the Token Engineering Public Goods series We will be talking to @vasily_sumanov about his Value Capture Theory and its application to token classification frameworks https://t.co/i5YNX32rMC 🎙🎧 Join us this Sunday at 9am UTC as we feature Episode [--] of the Token Engineering Public Goods series We will be talking to @vasily_sumanov about his Value Capture Theory and its application to token classification frameworks https://t.co/i5YNX32rMC"  
[X Link](https://x.com/anyuser/status/1753880589499875491)  2024-02-03T20:38Z [----] followers, [----] engagements


"Delivered a talk and shared the concept of Value Capturing Mechanisms/Origins of Value in Singapore at #ISIC2024 by @suss_sg @Brit_blockchain"  
[X Link](https://x.com/anyuser/status/1781355994263474349)  2024-04-19T16:15Z [----] followers, [----] engagements


"I am excited to be nominated for the TE Prize and to have the opportunity to deliver my course in @tokengineering the OGs Token Engineers community where my TE journey started long ago. Back to the roots I invite everybody to this course to understand token value-capturing and build economically valuable tokens. The program will be super dense with practice. Looking forward to diving deep with ou on this together The moment we've all been waiting for. 🍾🔥 We're thrilled to announce the candidates for our first-ever TE Academy $10K Fellowship Prize Congratulations to @RealTokenDesign"  
[X Link](https://x.com/anyuser/status/1783076910727127371)  2024-04-24T10:13Z [----] followers, [----] engagements


"Curious to understand where the tokens' value comes from I am happy to invite everyone to the Value Capturing Fundamentals course which will start soon at @tokengineering. We will deal with: - Origins of tokens' value - Value capturing mechanisms - The Periodic Table to navigate in economic design space - And a lot of practice including designing your own tokens https://buff.ly/43wpCtP @sherminvo @tokenkitchen @trentmc0 @oceanprotocol @MBRichardson87 @Bancor @8ctopuso @akrtws @RealTokenDesign @DuneAnalytics @idrees53 @block_apex @real_alethea @aliagentsai @GiuseppeDes @Bruneluni 8/"  
[X Link](https://x.com/anyuser/status/1785747519818928420)  2024-05-01T19:06Z [----] followers, [----] engagements


"It was exciting to be nominated for TE prize and deliver a course in TE Academy. But most exciting is to see students results Six solid final thesis focused on value capturing is a blast 🔥 @akrtws @EthCC @hypercerts @OSObserver @metagov_project @tokenkitchen @sherminvo @oceanprotocol @trentmc0 @predictoor_ai @MBRichardson87 @Bancor @Uniswap @8ctopuso 5/ The Study Season offered [--] additional live tracks led by candidates for our first TE Academy $10K Fellowship Prize: @RealTokenDesign: https://t.co/BceS2A2ivT @Idrees535: https://t.co/nokbK92PKi @GiuseppeDes: https://t.co/g0UsE1CMkt"  
[X Link](https://x.com/anyuser/status/1801549789760254102)  2024-06-14T09:38Z [----] followers, [---] engagements


"Buybacks have one additional feature - if token dumps and protocol's revenue isn't declined a lot it removes much more supply from the market. Let's see $HYPE @HyperliquidX case (see screen): - when price was around $10 a lot of $HYPE was bought (blue bars) - It is also self-accelerating: if everything dumps (market goes down) trading volumes grow - fees grow - even more $HYPE is bought back. We can conclude that $HYPE buy-backs enter a turbo regime when market is bearish supporting its fundamental value and also price during such market phases (chart from"  
[X Link](https://x.com/anyuser/status/1946593147452056025)  2025-07-19T15:29Z [----] followers, [----] engagements


"$CRV's veCRV by @newmichwill defined landscape of Defi token models. Truly: pre-veTokenomics and now veTokenomics era Proudly delivering $CRV as one of the first fully-covered Value Pages at @valueverse_ai: The most comprehensive explanation of $CRV token design metrics (fees bribes lockups) and even implementation data is OUT NOW. Also my gratitude to Curve eco @crvhub for advices on bribes metrics and @newmichwill for feedback & suggestions https://app.valueverse.ai/tokens/curve-daotab=functions#charts Value Tracker for $CRV by @CurveFinance is LAUNCHED Lost in understanding veCRV Fees"  
[X Link](https://x.com/anyuser/status/1950676390862578052)  2025-07-30T21:54Z [----] followers, [----] engagements


"Excited to see a detailed appraisal of the fundamental economic value that @yieldbasis and $YB bring to @CurveFinance's $CRV. Not just words but simulations numbers and particular assumptions applied👀 In @valueverse_ai we created a TL;DR thread explaining this proposal in simple terms👇 https://gov.curve.finance/t/pre-mint-crvusd-allocation-to-yield-basis/10774 $YB - $CRV Value EXPLAINED @yieldbasis will drive $YB emissions and trading fees benefiting @CurveFinance's veCRV stakers and LPs: - https://t.co/usc1B4hWIc 👀Let's explore fundamentals provided in @newmichwill proposal🧵"  
[X Link](https://x.com/anyuser/status/1957553340113436916)  2025-08-18T21:21Z [----] followers, [----] engagements


"@yieldbasis will provide value not only for @CurveFinance $CRV but also boost lending utilization and APRs around wrapped $BTC👇 I've been quite vocal the past few weeks on how we could see a massive credit expansion for crvUSD. A little piece on that going in a bit deeper on the topic _yb I've been quite vocal the past few weeks on how we could see a massive credit expansion for crvUSD. A little piece on that going in a bit deeper on the topic _yb"  
[X Link](https://x.com/anyuser/status/1958228414017466624)  2025-08-20T18:03Z [----] followers, [----] engagements


"Morning DJ at @virtuals_io Vinyl meets crypto lol"  
[X Link](https://x.com/anyuser/status/1970334915775603024)  2025-09-23T03:50Z [----] followers, [---] engagements


"$YB fee switch actives the full cryptoeconomic cycle of @yieldbasis 80% of LPs staked - more $BTC fees for veYB Specifically after $500m TVL milestone https://t.co/DtwJRLIrhe https://t.co/DtwJRLIrhe"  
[X Link](https://x.com/anyuser/status/1982142202357678115)  2025-10-25T17:48Z [----] followers, [----] engagements


"The third path - @yieldbasis pools free from Impermanent Loss. It will unlock an yield source with much improved risk/reward than was ever possible in AMMs It's becoming clearer and clearer DeFi has two path for growth. - Bend the knee to tradfi and banks - Launch regulated products and eat the banks at their own game. I'm much more excited by the second path. Just Use Aave. It's becoming clearer and clearer DeFi has two path for growth. - Bend the knee to tradfi and banks - Launch regulated products and eat the banks at their own game. I'm much more excited by the second path. Just Use Aave"  
[X Link](https://x.com/anyuser/status/1983540174211653969)  2025-10-29T14:23Z [----] followers, [----] engagements


"$BTC Volatility $YB always benefits"  
[X Link](https://x.com/anyuser/status/1983618475831832726)  2025-10-29T19:34Z [----] followers, [----] engagements


"Finally. Happy that it's evident. @newmichwill published a paper on that: "A Comparative Analysis of VE-Model and Buyback Model for DeFi Tokenomics: example." a great read btw http://Curve.fi The ve-tokenomics model is more efficient than buybacks because ve model can essentially lock up tokens by paying yield only. This is a fraction of the cost of buying tokens at spot price. But what if a protocol only had to pay a fraction of the yield to buyback-and-burn http://Curve.fi The ve-tokenomics model is more efficient than buybacks because ve model can essentially lock up tokens by paying yield"  
[X Link](https://x.com/anyuser/status/1985340373883842702)  2025-11-03T13:36Z [----] followers, [----] engagements


"@JeanPhi23164615 @llamaintern @yieldbasis @newmichwill because the recent week distribution amount is lower than previous one. The consequence of very low $BTC volatility in recent weeks. You can track distributions live here: https://app.valueverse.ai/tokens/yield-basis https://app.valueverse.ai/tokens/yield-basis"  
[X Link](https://x.com/vasily_sumanov/status/2008302146266300738)  2026-01-05T22:18Z [----] followers, [--] engagements


"$AEROSTRAT is purely deflationary token without future unlocks. Revenue valuation requires understand two things: [--]. It significantly depends on veAERO yield so if AERO will return to annual average $0.215/veAERO/year @aerostrategyfi will generate 2x more revenue than in average of past [--] epochs [--]. AERO yield depends on market volatility when market will be more positive we will see more trading volumes - fees [--]. Then interest to AEROSTRAT will increase a lot multiplier will drop trading volumes UP [--]. It will lead to treasury inflow The rest is napking math"  
[X Link](https://x.com/vasily_sumanov/status/2016249767362207975)  2026-01-27T20:39Z [----] followers, [--] engagements


"I had a call with a TradFi guy. - Data reporting is poor and inaccurate. - The quality of 99% of assets is poor. - The majority of projects will never be considered "a business." We need to do better"  
[X Link](https://x.com/anyuser/status/2016831785842463051)  2026-01-29T11:12Z [----] followers, [----] engagements


"Everybody is in the place let's go TheDAO is back. BULLISH A decade later were opening a new chapter. TheDAO Security Fund: activating 75000+ ETH to strengthen Ethereum security. https://t.co/VV3cH313TE https://t.co/1Sf3g7xUWv TheDAO is back. BULLISH A decade later were opening a new chapter. TheDAO Security Fund: activating 75000+ ETH to strengthen Ethereum security. https://t.co/VV3cH313TE https://t.co/1Sf3g7xUWv"  
[X Link](https://x.com/vasily_sumanov/status/2016929745280327841)  2026-01-29T17:41Z [----] followers, [---] engagements


"Note: numbers that I published can differ a bit from other analysts since they depend on - redemption value (I took it directly from the contracts at the moment of calculation) - usd prices These magnitudes are rapidly changing today"  
[X Link](https://x.com/vasily_sumanov/status/2017374960759853532)  2026-01-30T23:10Z [----] followers, [---] engagements

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