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[@DefiMoon](/creator/twitter/DefiMoon)
"not financial advice but $aero circ. supply in up-only mode since launch despite all the veAERO locks Coinbase partnerships and Tom Cruise gifs 😎📊📈✈ +900m and rising every epoch🚀"  
[X Link](https://x.com/DefiMoon/status/1979291146640556062) [@DefiMoon](/creator/x/DefiMoon) 2025-10-17T20:59Z 23.1K followers, 11.9K engagements


"Well for one there's 54m $crvUSD supply in scrvUSD (savings). If crvUSD is no longer perceived as stable or safe outflows from scrvUSD could hit the peg pretty hard especially if outflows are in a short period of time. A large % of scrvUSD depositors bought crvUSD on Curve so they have no claim on the collateral they can only sell to exit the system"  
[X Link](https://x.com/DefiMoon/status/1979430188984271011) [@DefiMoon](/creator/x/DefiMoon) 2025-10-18T06:11Z 23.1K followers, XXX engagements


"/5 UPDATE: $cvxCRV discount pushing under X% today. Key thing to understand is that as cvxCRV discount reduces more $CRV will start🔒into Convex directly cuz it's no longer cheaper to acquire cvxCRV via Curve"  
[X Link](https://x.com/DefiMoon/status/1671215756028018688) [@DefiMoon](/creator/x/DefiMoon) 2023-06-20T17:57Z 23.1K followers, 2225 engagements


"51.4m $CRV 🔒in just X days To give some context. 51m is 1/3 of all CRV emissions for 2024 😍 These locks are also impacting veCRV per $CVX ratio which has moved from XXX in June to XXXX today📈 If $cvxCRV peg remains tight and new veCRV keeps pouring into Convex "  
[X Link](https://x.com/DefiMoon/status/1810444237097648208) [@DefiMoon](/creator/x/DefiMoon) 2024-07-08T22:41Z 23.1K followers, 43.6K engagements


"Everything looks good now but at some point these two graphs will likely start to diverge as more low-fee $crvUSD pools spring up across competing DEXs to capture a bigger % of that flow. @CurveFinance's own crvUSD pools will have no choice but to cut fees to stay competitive. We've already seen this mechanic play out with other stablecoin pools. So @yieldbasis and $YB will be collecting interest on their growing pile of interest-free crvUSD credit line from the CurveDAO while Curve's own LPs will be fighting for arb scraps🫢 $CRV $CVX"  
[X Link](https://x.com/DefiMoon/status/1975649205554172268) [@DefiMoon](/creator/x/DefiMoon) 2025-10-07T19:47Z 23.1K followers, 9350 engagements


"@JoeWaitOfficial @CurveFinance Sure what I meant to say is that if the $crvUSD that ends up in the competing DEXs is bought and not borrowed from Curve(especially if its acquired via YieldBasis) then veCRV holders end up losing"  
[X Link](https://x.com/DefiMoon/status/1975673921111531657) [@DefiMoon](/creator/x/DefiMoon) 2025-10-07T21:25Z 23.1K followers, XXX engagements


"Those second order effects for the CurveDAO are not guaranteed imo. Once YieldBasis grows $crvUSD supply into the billions and becomes the main trading venue for crvUSD and a significant portion of arb volume start flowing via competing DEXs with lower fees borrow rates of crvUSD on CurveDAO in theory could become more disconnected over time from this growing "external" crvUSD market"  
[X Link](https://x.com/DefiMoon/status/1975677611171803225) [@DefiMoon](/creator/x/DefiMoon) 2025-10-07T21:40Z 23.1K followers, XXX engagements


"@TheBeefCR @eldarcap @yieldbasis @CurveFinance The $crvUSD in YieldBasis isn't borrowed from the CurveDAO in the traditional way instead its a X% interest credit line. So $CRV doesn't benefit directly"  
[X Link](https://x.com/DefiMoon/status/1978165781448777876) [@DefiMoon](/creator/x/DefiMoon) 2025-10-14T18:27Z 23.1K followers, XXX engagements


"@RiddlerDeFi @HyperSwapX Does $swap end up like $kitten 🙀"  
[X Link](https://x.com/DefiMoon/status/1978223001813254245) [@DefiMoon](/creator/x/DefiMoon) 2025-10-14T22:14Z 23.1K followers, XXX engagements


"This is precisely why I asked what assumptions were being made about $crvUSD peg stability in the $YB simulations before launch. From these results it's very clear he was naively assuming crvUSD peg would be rock solid under surging volume from YieldBasis when bitcoin volatility spikes. I still can't believe how irresponsible CurveDAO was to approve not only the initial 60m crvUSD credit line but also the subsequent 300m credit line on an experimental project with no 3rd part economic review and no extensive real-world testing. $CRV"  
[X Link](https://x.com/DefiMoon/status/1978553285285187692) [@DefiMoon](/creator/x/DefiMoon) 2025-10-15T20:07Z 23.1K followers, XXX engagements


"LOL The problem is the $crvUSD peg isn't fine when the volatility hits (when it really counts) because YieldBasis itself is distorting it. crvUSD in YieldBasis is already an outsized percentage relative to minted crvUSD and the larger the gap the more extreme the peg volatility becomes. The central issue is nobody can predict how extreme bitcoin volatility can be and how market participants within the crvUSD eco will react especially once gas costs skyrocket"  
[X Link](https://x.com/DefiMoon/status/1978590251892310417) [@DefiMoon](/creator/x/DefiMoon) 2025-10-15T22:34Z 23.1K followers, XXX engagements


"I'm aware of that I simply used that graph to illustrate that $crvUSD peg under heavy volatility could affect YieldBasis rebalancing and why I asked what assumptions were being made in the simulations regarding the peg. We now have evidence that crvUSD peg can indeed cause material losses to $YB LPs"  
[X Link](https://x.com/DefiMoon/status/1978698457457012878) [@DefiMoon](/creator/x/DefiMoon) 2025-10-16T05:44Z 23.1K followers, 1427 engagements


"@CurveFinance "no effect from crvusd peg." Lol $crvUSD - $USDC and crvUSD - USDT pools were swinging wildly for over an hour on Oct 10th as bitcoin tanked and gas skyrocketed. That has a direct impact on YieldBasis as shown in the graphs in the @in_pangea report"  
[X Link](https://x.com/DefiMoon/status/1978713068105236675) [@DefiMoon](/creator/x/DefiMoon) 2025-10-16T06:42Z 23.1K followers, XXX engagements


""I.e crvUSD was not off peg because of YB. (At least the data doesnt shown correlation)" It could be if the $crvUSD arbitrageurs see increased risk associated with YieldBasis and change their strategies during heavy volatility periods. We may have already witnessed that on Oct. 10th:"  
[X Link](https://x.com/DefiMoon/status/1978716897588773130) [@DefiMoon](/creator/x/DefiMoon) 2025-10-16T06:57Z 23.1K followers, XXX engagements


"@letsgetonchain @CurveFinance @yieldbasis Not only did @CurveFinance decide to launch a new token instead of letting @yieldbasis value accrual go to veCRV holders all existing holders and LPs of $crvUSD take on all the risk of YieldBasis. Pure DeFi alchemy right here 🪄💰"  
[X Link](https://x.com/DefiMoon/status/1978876042879107402) [@DefiMoon](/creator/x/DefiMoon) 2025-10-16T17:29Z 23.1K followers, XXX engagements


"@1984_is_today You should rotate into $RUNE 🙃"  
[X Link](https://x.com/DefiMoon/status/1978981133770543378) [@DefiMoon](/creator/x/DefiMoon) 2025-10-17T00:27Z 23.1K followers, XXX engagements


"@arqus @xcloudllama @yieldbasis This really made me laugh 😅"  
[X Link](https://x.com/DefiMoon/status/1979366239064723642) [@DefiMoon](/creator/x/DefiMoon) 2025-10-18T01:57Z 23.1K followers, XXX engagements


"@BlinkyStitt @yieldbasis Let me answer your idiotic question: you use small amount of funds to conduct real-world testing and you do in a manner which doesn't put the entire $crvUSD stablecoin at risk. Kind of like that 🫳"  
[X Link](https://x.com/DefiMoon/status/1979370454998475062) [@DefiMoon](/creator/x/DefiMoon) 2025-10-18T02:14Z 23.1K followers, XXX engagements


"@johnnyreeeeeeee The more Tom Cruise gifs the higher the $aero circulating supply 📊"  
[X Link](https://x.com/DefiMoon/status/1979371745833325015) [@DefiMoon](/creator/x/DefiMoon) 2025-10-18T02:19Z 23.1K followers, XXX engagements


"@Ceazor7 @newmichwill @yieldbasis lol the pegkeeper supply is the blue line on the graph"  
[X Link](https://x.com/DefiMoon/status/1979375637568606679) [@DefiMoon](/creator/x/DefiMoon) 2025-10-18T02:35Z 23.1K followers, XXX engagements


"@ann_droo @yieldbasis Nope only borrowers can redeem"  
[X Link](https://x.com/DefiMoon/status/1979430870420214129) [@DefiMoon](/creator/x/DefiMoon) 2025-10-18T06:14Z 23.1K followers, XXX engagements


"Many Curve pools today showing 50%+ utilization and double-digit % base APRs from trading fees and some of these pools have many millions of $ in liquidity. $sUSDe - #sUSDS 🔥 XXXX% $CRV $CVX #DeFi"  
[X Link](https://x.com/DefiMoon/status/1951101415973142544) [@DefiMoon](/creator/x/DefiMoon) 2025-08-01T02:03Z 23.1K followers, 15.1K engagements


"No denying $fxUSD is one of the fastest growing stablecoins in the under $500m mcap category with one of the highest APYs @ XX% 🔥💸 That is a full X% higher than @ethena_labs $sUSDe which currently offers X% APY Double-digit % growth on X and 30-day periods📊📈 $FXN FDV is only $143m which looks really undervalued compared to the crazy growth the protocol has seen over the past several months. So why is FXN still so undervalued Well.veFXN captures XX% of protocol revenues but protocol revenues capture only XX% of $ETH xPOSITIONs open/close and rebalance fees and XX% on $BTC xPOSITIONs"  
[X Link](https://x.com/DefiMoon/status/1959030084087472252) [@DefiMoon](/creator/x/DefiMoon) 2025-08-22T23:09Z 23.1K followers, 6938 engagements


"@VarrockBank What's really insane is that $3b of $USDe collateral is custodied @ Ceffu a Polish company without any financial services license. Ceffu also indirectly controlled by Binance"  
[X Link](https://x.com/DefiMoon/status/1977537982811742420) [@DefiMoon](/creator/x/DefiMoon) 2025-10-13T00:52Z 23.1K followers, 1677 engagements


"@CredibleCrypto @CurveFinance Nor really. Binance and Bybit -X% depth on $USDe is 10x higher than Curve's"  
[X Link](https://x.com/DefiMoon/status/1977808379092578401) [@DefiMoon](/creator/x/DefiMoon) 2025-10-13T18:47Z 23.1K followers, 1754 engagements


"@CryptMisc @yieldbasis Sure the issue is the peg becomes unpredictable with YieldBasis in now in the game. Next time there's a liquidation cascade the LPs start moving around $crVUSD depeg could XXX or XXX and everything starts breaking"  
[X Link](https://x.com/DefiMoon/status/1979281163761127776) [@DefiMoon](/creator/x/DefiMoon) 2025-10-17T20:19Z 23.1K followers, 1113 engagements


"@newmichwill @yieldbasis Ser.0.1% because pegkeeper had $27m in reserves. Suppose you have similar situation in the future but instead pegkeepers are already empty and all the core Curve pools are heavy on the crvUSD side what happens then $crvUSD to $XXX lol"  
[X Link](https://x.com/DefiMoon/status/1979360908091810180) [@DefiMoon](/creator/x/DefiMoon) 2025-10-18T01:36Z 23.1K followers, 2540 engagements


"@CatfishFishy @MarcinRedStone @redstone_defi @shmula Hey @HyperliquidX @felixprotocol @liminalmoney @MorphoLabs @pendle_fi you might want to reconsider that RedStone partnership"  
[X Link](https://x.com/DefiMoon/status/1979372359766131045) [@DefiMoon](/creator/x/DefiMoon) 2025-10-18T02:22Z 23.1K followers, 4512 engagements


"@boz_menzalji @wagmiAlexander Ive known Alex since his $velo days. and that boy is nothing but a professional grifter"  
[X Link](https://x.com/DefiMoon/status/1979383279380750338) [@DefiMoon](/creator/x/DefiMoon) 2025-10-18T03:05Z 23.1K followers, 4426 engagements


"@ilivinskiy @Ceazor7 @newmichwill @yieldbasis The difference between the crvUSD overall supply (blue line) and the borrowed supply (yellow line) the pegkeeper reserve you idiot"  
[X Link](https://x.com/DefiMoon/status/1979561946551824648) [@DefiMoon](/creator/x/DefiMoon) 2025-10-18T14:55Z 23.1K followers, XXX engagements


"UPDATE: $SWAP 🤝 $KITTEN 📉 Making early investors fully unlocked at TGE prob wasn't such a good idea🫣🤦♂"  
[X Link](https://x.com/DefiMoon/status/1980415065254949301) [@DefiMoon](/creator/x/DefiMoon) 2025-10-20T23:25Z 23.1K followers, XXX engagements


"@JoeWaitOfficial @CurveFinance Potentially but the big question is by how much If most of the crvUSD is bought and not borrowed from CurveDAO than it won't translate to any material profit for veCRV holders"  
[X Link](https://x.com/DefiMoon/status/1975671194541265126) [@DefiMoon](/creator/x/DefiMoon) 2025-10-07T21:14Z 23.1K followers, XXX engagements


"The amount of leverage Binance exerts over most new and upcoming crypto projects is really alarming. Most recent example is Binance pre-TGE $YB @ XX% discount to @legiondotcc Credit to @TheOneNFT for catching this ⚠@mattyTokenomics has confirmed this was against the agreement they had with YieldBasis I wonder how many tokens @yieldbasis allocated to Binance for "marketing" 🙃 #BoycottBinance ⛔"  
[X Link](https://x.com/DefiMoon/status/1978201586921804194) [@DefiMoon](/creator/x/DefiMoon) 2025-10-14T20:49Z 23.1K followers, 3817 engagements


"I don't mean to gloat but I saw this coming even without doing any simulations ⚠YieldBasis is a huge sword of Damocles hanging over the entire Curve ecosystem now $crvUSD in particular $CRV $YB $CVX"  
[X Link](https://x.com/DefiMoon/status/1978558494337794159) [@DefiMoon](/creator/x/DefiMoon) 2025-10-15T20:27Z 23.1K followers, 44K engagements


"UDPATE: $crvUSD depeged for several hours today after a large @yieldbasis LP in $tBTC exited for XXX $btc ($16.3m) This is a good demonstration of how YieldBasis can increase crvUSD peg volatility (even in normal market conditions) given how much larger the flows are relative to $crvUSD liquidity on Curve The other notable data point from today's depeg is that Pegkeeper spent all its remaining reserves of $27m to keep crvUSD from depeging even further. This is why I say that YieldBasis is a huge sword of Damocles hanging over crvUSD Imo the extreme volatility of the crypto markets and the"  
[X Link](https://x.com/DefiMoon/status/1979277123476165029) [@DefiMoon](/creator/x/DefiMoon) 2025-10-17T20:03Z 23.1K followers, 32.1K engagements


"@jpn_memelord @jooooo5as $fluid exists so the VCs can dump"  
[X Link](https://x.com/DefiMoon/status/1979287696418942998) [@DefiMoon](/creator/x/DefiMoon) 2025-10-17T20:45Z 23.1K followers, XX engagements


"@fishrungood Lmao you can't launch a high float low fdv strategy if you lost a majority of your tvl and volume over the past several months to competitors"  
[X Link](https://x.com/DefiMoon/status/1980418453292110173) [@DefiMoon](/creator/x/DefiMoon) 2025-10-20T23:38Z 23.1K followers, XXX engagements