LunarCrush LLM | creator/twitter::1228358832268562432/posts

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@japneet_singh17](/creator/twitter/japneet_singh17)
"Ethenas reserves dropped from $124M $66M in October - their first major drawdown since launch. Heres what likely happened 👇 X On Oct XX $58M of Reserve Funds seem to be used during extreme market turmoil - the biggest stress test for Ethenas delta-neutral system so far. X Historically @ethena_labs reserves only grew. This was the first month where reserves declined - roughly XX% down from September. X Why ADLs (Auto Deleveraging) were triggered on several exchanges. That likely left Ethenas spot positions exposed (as their hedge shorts could have been closed). Once delta-neutral cover lifted"  
[X Link](https://x.com/japneet_singh17/status/1979485223134822798) [@japneet_singh17](/creator/x/japneet_singh17) 2025-10-18T09:50Z XXX followers, 18.2K engagements


"They say crypto isnt driven by fundamentals. But heres one case that proves otherwise 👇 Back in July I wrote a thesis on $CLOUD - calling it undervalued with a 4x upside. X months later its already XXX% up and tracking right on plan. Fundamentals are doing the heavy lifting: @sanctumso TVL still $2B post-market shock Q3 Rev: $1.86M (+66% QoQ) Transparent quarterly reports With Gateway rolling out Sanctum is quietly building the most integrated LST ecosystem on Solana. Do you think fundamentals are making a comeback in crypto 👇"  
[X Link](https://x.com/japneet_singh17/status/1978890726298505716) [@japneet_singh17](/creator/x/japneet_singh17) 2025-10-16T18:28Z XXX followers, XXX engagements


"@Ira_web @divine_economy @wcm_inc It may be a regarded as a rare occurrence event but its good that this happened which the USDe supply was at $15Bn and not $100B+. Now the team is aware and create risk management frameworks for this"  
[X Link](https://x.com/japneet_singh17/status/1979632834844438983) [@japneet_singh17](/creator/x/japneet_singh17) 2025-10-18T19:37Z XXX followers, XX engagements


"@YashasEdu @EntropyAdvisors Yeah their risk frameworks missed assessing this situation. Got to know that they have now upgraded their oracle systems to get weighted feeds"  
[X Link](https://x.com/japneet_singh17/status/1979860758977806401) [@japneet_singh17](/creator/x/japneet_singh17) 2025-10-19T10:42Z XXX followers, XXX engagements


"ADLs did trigger on CEXs Here is the link to the @CryptoRank_io article- please have a read:"  
[X Link](https://x.com/japneet_singh17/status/1979993093664289259) [@japneet_singh17](/creator/x/japneet_singh17) 2025-10-19T19:28Z XXX followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@japneet_singh17 "Ethenas reserves dropped from $124M $66M in October - their first major drawdown since launch. Heres what likely happened 👇 X On Oct XX $58M of Reserve Funds seem to be used during extreme market turmoil - the biggest stress test for Ethenas delta-neutral system so far. X Historically @ethena_labs reserves only grew. This was the first month where reserves declined - roughly XX% down from September. X Why ADLs (Auto Deleveraging) were triggered on several exchanges. That likely left Ethenas spot positions exposed (as their hedge shorts could have been closed). Once delta-neutral cover lifted"
X Link @japneet_singh17 2025-10-18T09:50Z XXX followers, 18.2K engagements

"They say crypto isnt driven by fundamentals. But heres one case that proves otherwise 👇 Back in July I wrote a thesis on $CLOUD - calling it undervalued with a 4x upside. X months later its already XXX% up and tracking right on plan. Fundamentals are doing the heavy lifting: @sanctumso TVL still $2B post-market shock Q3 Rev: $1.86M (+66% QoQ) Transparent quarterly reports With Gateway rolling out Sanctum is quietly building the most integrated LST ecosystem on Solana. Do you think fundamentals are making a comeback in crypto 👇"
X Link @japneet_singh17 2025-10-16T18:28Z XXX followers, XXX engagements

"@Ira_web @divine_economy @wcm_inc It may be a regarded as a rare occurrence event but its good that this happened which the USDe supply was at $15Bn and not $100B+. Now the team is aware and create risk management frameworks for this"
X Link @japneet_singh17 2025-10-18T19:37Z XXX followers, XX engagements

"@YashasEdu @EntropyAdvisors Yeah their risk frameworks missed assessing this situation. Got to know that they have now upgraded their oracle systems to get weighted feeds"
X Link @japneet_singh17 2025-10-19T10:42Z XXX followers, XXX engagements

"ADLs did trigger on CEXs Here is the link to the @CryptoRank_io article- please have a read:"
X Link @japneet_singh17 2025-10-19T19:28Z XXX followers, XX engagements