[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.] [@eldarcap](/creator/twitter/eldarcap) "Careful if you want to play the $SNX mainnet perp narrative. @synthetix_io and the community is farming this narrative to the bone and a lot likely front ran this. The new perp is not even live but $SNX is closing in on a $1B valuation that makes little sense. Remember that Synthetix doesnt have a toke to airdrop/farm in order to attract large TVL during launch which is bread and butter of the new perp meta" [X Link](https://x.com/eldarcap/status/1977685981970018337) [@eldarcap](/creator/x/eldarcap) 2025-10-13T10:40Z 1693 followers, 44.7K engagements "I dont get this. It seem like a free $OHM options depending on the parameters of the loans possible against the convertible deposit receipt token. Is there a guarantee that there will be liquidity to borrow against my CD Or is it possible that I deposit and cannot borrow this forfeiting any yield potential during my duration @OlympusDAO" [X Link](https://x.com/eldarcap/status/1964640416520622560) [@eldarcap](/creator/x/eldarcap) 2025-09-07T10:42Z 1682 followers, 1696 engagements "This dip might just have given you another chance at scooping $FLUID at a relatively cheap price entry. NFA though" [X Link](https://x.com/eldarcap/status/1971228343308779981) [@eldarcap](/creator/x/eldarcap) 2025-09-25T15:00Z 1680 followers, XXX engagements "FraxNet from @fraxfinance is soon to be live apparently. Frax is now competing with M0 $M. And IMO it is the last chance at relevance from $FRAX and $frxUSD. If FraxNet is not a success then I think Frax will steadily fade into oblivion" [X Link](https://x.com/eldarcap/status/1973343093429772431) [@eldarcap](/creator/x/eldarcap) 2025-10-01T11:03Z 1680 followers, 1073 engagements "Now the question is when $FLUID as collateral so I can (reasonably) leverage long my bag" [X Link](https://x.com/eldarcap/status/1973456991441002865) [@eldarcap](/creator/x/eldarcap) 2025-10-01T18:36Z 1680 followers, 1493 engagements "So $FLUID valuation above $1B before the end of year Or is that Fud" [X Link](https://x.com/eldarcap/status/1974088603983814900) [@eldarcap](/creator/x/eldarcap) 2025-10-03T12:26Z 1680 followers, 1985 engagements "@NDIDI_GRAM So $YB is valued more than @CurveFinance $CRV A protocol that is built on Curve tech and dependent on a X% credit line in $crvUSD" [X Link](https://x.com/eldarcap/status/1977754303113646109) [@eldarcap](/creator/x/eldarcap) 2025-10-13T15:12Z 1681 followers, XXX engagements "Agreed this doesnt create demand directly but hopefully create bette liquidity for those assets which can entice more use of $crvUSD but it is a very long shot. IMO @CurveFinance is giving out free money and not getting that much against the risk it underwrites. I dont think it is the case and $CRV user are getting exploited quite largely" [X Link](https://x.com/eldarcap/status/1978501440290304060) [@eldarcap](/creator/x/eldarcap) 2025-10-15T16:41Z 1681 followers, XXX engagements "With the bull looking ready to run for the rest of the year and $ETH coiling for what could be a strong move Ive been narrowing down where to deploy the last of my dry powder. A few tokens have caught my eye lately and I think theyre worth sharing" [X Link](https://x.com/eldarcap/status/1967218030494241132) [@eldarcap](/creator/x/eldarcap) 2025-09-14T13:25Z 1690 followers, 1009 engagements "Is there any yield venue to park my $FLUID and $EUL bags onchain For $EUL I know only about lending it via @eulerfinance Eulerswap which currently yields 1.25%. Wondering if there were any known options. For @0xfluid I don't know any yield option for $FLUID yet. Does anybody know any" [X Link](https://x.com/eldarcap/status/1970844596503494766) [@eldarcap](/creator/x/eldarcap) 2025-09-24T13:35Z 1688 followers, XXX engagements "@fraxfinance @LayerZero_Core @AerodromeFi What kind of flex is this It is the $frxUSD supply that should be up and growing not those adjacent vanity metrics" [X Link](https://x.com/eldarcap/status/1973419871175372836) [@eldarcap](/creator/x/eldarcap) 2025-10-01T16:08Z 1687 followers, XXX engagements "I full ported some of my other token portfolio into $FLUID to concentrate my bet. @0xfluid is going to be a $1B valuation protocol that is practically a given at this point. What interest me is what goes after. It is an insanely ambitious and talented team with huge long term goal and new product lined up. As a DeFi protocol deployed on and having large TVL on different L1/L2 it is not tied to a specific ecosystem. The investment can pay off if different chain have large success which is a nice diversification property. On that subject my advice for the team would be to consider deploying on" [X Link](https://x.com/eldarcap/status/1973441338466013630) [@eldarcap](/creator/x/eldarcap) 2025-10-01T17:34Z 1688 followers, 8541 engagements "Huge uptick in $crvUSD supply thanks to @yieldbasis new pool. Hopefully the increase in supply and liquidity is enough to counteract the risk taken by the new issuance. Interesting to see this evolves. I think the long term success of @CurveFinance and $CRV rely a lot on the success of $crvUSD" [X Link](https://x.com/eldarcap/status/1973797861411217458) [@eldarcap](/creator/x/eldarcap) 2025-10-02T17:10Z 1687 followers, 18.1K engagements "I am quite thankful that @0xfluid doesnt have $FLUID as collateral prior to this mess. I would have been levered long on my bag and potentially liquidated at the time being. Comfy in spot and no doubt that we will recover. Actually contemplating adding a bit more at the current bargain price" [X Link](https://x.com/eldarcap/status/1976904319845679200) [@eldarcap](/creator/x/eldarcap) 2025-10-11T06:54Z 1687 followers, 3429 engagements "Added to my $FLUID and $AVAX bags with some dry powder leftover. Hopefully this was the final dip because I havent many ammunition left. But the dip on those valuable long term bet was too enticing to have regret in case of rapid repricing. @avax is a long term winning alternative L1 with a strong RWA ecosystem. @0xfluid is a next generation lending venue coupled with innovative and hard to replicate DEX capabilities (and likely more surprise to come)" [X Link](https://x.com/eldarcap/status/1977638933866459416) [@eldarcap](/creator/x/eldarcap) 2025-10-13T07:33Z 1687 followers, 1764 engagements "@samkazemian Arent you supposed to be hyping up $frxUSD" [X Link](https://x.com/eldarcap/status/1977670886854664534) [@eldarcap](/creator/x/eldarcap) 2025-10-13T09:40Z 1686 followers, XXX engagements "I would be wary of the size of that credit loan relative to the whole $GHO supply. $AAVE is endogenous collateral which could have reflexive effect is case of black swan event. Not a bad idea but the parameters and size should be carefully defined" [X Link](https://x.com/eldarcap/status/1978787695426994185) [@eldarcap](/creator/x/eldarcap) 2025-10-16T11:38Z 1686 followers, 2087 engagements "The @PayPal $PYUSD team is doing nonsense incentives on lending venue on both @aave and @kamino. They are given out free money without actually bootstrapping a healthy borrowing market. If you need DeFi native advice to set those up DM me" [X Link](https://x.com/eldarcap/status/1978816548509728928) [@eldarcap](/creator/x/eldarcap) 2025-10-16T13:33Z 1687 followers, XXX engagements "@VitalikButerin @ethereumfndn Next should be @0xfluid and @eulerfinance" [X Link](https://x.com/eldarcap/status/1979461116330680371) [@eldarcap](/creator/x/eldarcap) 2025-10-18T08:14Z 1690 followers, XXX engagements "I have to admit that @yieldbasis is bringing quite the demand for $crvUSD. Will it be the savior of the @CurveFinance and its stablecoin Still think it is too bad for $CRV that it isn't a Curve product directly. It is a lot of missed value for the token" [X Link](https://x.com/eldarcap/status/1978101345077825790) [@eldarcap](/creator/x/eldarcap) 2025-10-14T14:11Z 1693 followers, 8928 engagements "Making $crvUSD more brittle all of this to get meager potential indirect gain in exchange. Make no mistake the real winner of that deal is @yieldbasis and the team behind it to extract via the $YB token" [X Link](https://x.com/eldarcap/status/1979460545834037582) [@eldarcap](/creator/x/eldarcap) 2025-10-18T08:12Z 1693 followers, 4973 engagements "The @daylightenergy_ RWA project is maybe the one I found the most interesting and exciting. Helping finance the solar transition with capital flow facilitated by crypto rails. Details are scarce but it is likely that the crypto part will be via a stablecoin (aka a investment fund) given out yield from the revenue of smart decentralized solar infrastructure. Think of it as basically a @USDai_Official but instead of the GPU you got Solar installation infra and their yield as the backing (roughly speaking). I have friends working in that Solar direct consumer area and I was recently thinking" [X Link](https://x.com/eldarcap/status/1979465027548578083) [@eldarcap](/creator/x/eldarcap) 2025-10-18T08:30Z 1693 followers, XXX engagements "Lets say we hit $15K $ETH you think we are at the top and you want to exit the market to be safe until the next bottom. In what exactly are you putting your asset value In USD Another currency In gold In USD but lended in Aave Or something else Curious what people following me think is the best for that scenario. Especially since make USD is definitely not a great choice anymore IMO given its shakiness" [X Link](https://x.com/eldarcap/status/1979928782153580707) [@eldarcap](/creator/x/eldarcap) 2025-10-19T15:13Z 1693 followers, 1062 engagements "If it isnt that good old $EUL here" [X Link](https://x.com/eldarcap/status/1977693418181509541) [@eldarcap](/creator/x/eldarcap) 2025-10-13T11:10Z 1695 followers, XXX engagements "Can somebody smarter explain what @PayPal is doing on @kamino with its $PYUSD incentivization scheme And how they set up their borrowing curve There is a XXXX% cost to borrow $PYUSD while the utilization is only at 7.50%. They are not bootstrapping a healthy market but instead artificially inflating the supply by giving free money with no benefits for them. As soon as the reward stops liquidity will dry up given there is no organic yield from the market. It seems they should take a page out of the @global_dollar playbook and incentivize borrowing instead of merely lending which doesn't" [X Link](https://x.com/eldarcap/status/1978574634329997727) [@eldarcap](/creator/x/eldarcap) 2025-10-15T21:32Z 1694 followers, XXX engagements "@sparkdotfi @PayPal How does that collaboration works exactly They allocated some $PYUSD in a vault of yours and you allocate it into different lending venue Did they gave you incentives to bootstrap some lending liquidity" [X Link](https://x.com/eldarcap/status/1979462575885553874) [@eldarcap](/creator/x/eldarcap) 2025-10-18T08:20Z 1693 followers, XXX engagements "Paypal stablecoin $PYUSD flipped : - @BlackRock $BUIDL - @ethena_labs $USDTB - @worldlibertyfi $USD1 and is now the 6th biggest stablecoin by supply. It will not be long before it flips @SkyEcosystem $USDS / $DAI and then comes at Ethena $USDe. I am seriously contemplating allocating to @PayPal stock given it is an overall great business and it could have a really successful foray into stablecoin which could make it a powerful shallow bank like @circle and @Tether_to. The stock didn't have the crypto premium that others like $CRCL or $COIN received. It is trading at a $66B market cap while" [X Link](https://x.com/eldarcap/status/1979851831766331676) [@eldarcap](/creator/x/eldarcap) 2025-10-19T10:07Z 1693 followers, XXX engagements "Why the fuck is @Cardano $ADA still a $28B valued token Are there still people who didn't realize that this blockchain is going nowhere and is already irrelevant I wonder how it can stay valued as such and how market makers are ok underwriting this token" [X Link](https://x.com/eldarcap/status/1979885148947849301) [@eldarcap](/creator/x/eldarcap) 2025-10-19T12:19Z 1693 followers, XXX engagements "@jamescampb @Cardano This income is in $ADA so if they sell it to really earn it should crash the price as well. Strange that it is holding so much value (on paper). It is currently valued more than twice @avax $AVAX while it is an actual really used L1" [X Link](https://x.com/eldarcap/status/1979905242297757879) [@eldarcap](/creator/x/eldarcap) 2025-10-19T13:39Z 1693 followers, XX engagements "@cowboy_oh_gee Only USD stablecoin" [X Link](https://x.com/eldarcap/status/1979934109116858569) [@eldarcap](/creator/x/eldarcap) 2025-10-19T15:34Z 1693 followers, XXX 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.]
@eldarcap
"Careful if you want to play the $SNX mainnet perp narrative. @synthetix_io and the community is farming this narrative to the bone and a lot likely front ran this. The new perp is not even live but $SNX is closing in on a $1B valuation that makes little sense. Remember that Synthetix doesnt have a toke to airdrop/farm in order to attract large TVL during launch which is bread and butter of the new perp meta"
X Link @eldarcap 2025-10-13T10:40Z 1693 followers, 44.7K engagements
"I dont get this. It seem like a free $OHM options depending on the parameters of the loans possible against the convertible deposit receipt token. Is there a guarantee that there will be liquidity to borrow against my CD Or is it possible that I deposit and cannot borrow this forfeiting any yield potential during my duration @OlympusDAO"
X Link @eldarcap 2025-09-07T10:42Z 1682 followers, 1696 engagements
"This dip might just have given you another chance at scooping $FLUID at a relatively cheap price entry. NFA though"
X Link @eldarcap 2025-09-25T15:00Z 1680 followers, XXX engagements
"FraxNet from @fraxfinance is soon to be live apparently. Frax is now competing with M0 $M. And IMO it is the last chance at relevance from $FRAX and $frxUSD. If FraxNet is not a success then I think Frax will steadily fade into oblivion"
X Link @eldarcap 2025-10-01T11:03Z 1680 followers, 1073 engagements
"Now the question is when $FLUID as collateral so I can (reasonably) leverage long my bag"
X Link @eldarcap 2025-10-01T18:36Z 1680 followers, 1493 engagements
"So $FLUID valuation above $1B before the end of year Or is that Fud"
X Link @eldarcap 2025-10-03T12:26Z 1680 followers, 1985 engagements
"@NDIDI_GRAM So $YB is valued more than @CurveFinance $CRV A protocol that is built on Curve tech and dependent on a X% credit line in $crvUSD"
X Link @eldarcap 2025-10-13T15:12Z 1681 followers, XXX engagements
"Agreed this doesnt create demand directly but hopefully create bette liquidity for those assets which can entice more use of $crvUSD but it is a very long shot. IMO @CurveFinance is giving out free money and not getting that much against the risk it underwrites. I dont think it is the case and $CRV user are getting exploited quite largely"
X Link @eldarcap 2025-10-15T16:41Z 1681 followers, XXX engagements
"With the bull looking ready to run for the rest of the year and $ETH coiling for what could be a strong move Ive been narrowing down where to deploy the last of my dry powder. A few tokens have caught my eye lately and I think theyre worth sharing"
X Link @eldarcap 2025-09-14T13:25Z 1690 followers, 1009 engagements
"Is there any yield venue to park my $FLUID and $EUL bags onchain For $EUL I know only about lending it via @eulerfinance Eulerswap which currently yields 1.25%. Wondering if there were any known options. For @0xfluid I don't know any yield option for $FLUID yet. Does anybody know any"
X Link @eldarcap 2025-09-24T13:35Z 1688 followers, XXX engagements
"@fraxfinance @LayerZero_Core @AerodromeFi What kind of flex is this It is the $frxUSD supply that should be up and growing not those adjacent vanity metrics"
X Link @eldarcap 2025-10-01T16:08Z 1687 followers, XXX engagements
"I full ported some of my other token portfolio into $FLUID to concentrate my bet. @0xfluid is going to be a $1B valuation protocol that is practically a given at this point. What interest me is what goes after. It is an insanely ambitious and talented team with huge long term goal and new product lined up. As a DeFi protocol deployed on and having large TVL on different L1/L2 it is not tied to a specific ecosystem. The investment can pay off if different chain have large success which is a nice diversification property. On that subject my advice for the team would be to consider deploying on"
X Link @eldarcap 2025-10-01T17:34Z 1688 followers, 8541 engagements
"Huge uptick in $crvUSD supply thanks to @yieldbasis new pool. Hopefully the increase in supply and liquidity is enough to counteract the risk taken by the new issuance. Interesting to see this evolves. I think the long term success of @CurveFinance and $CRV rely a lot on the success of $crvUSD"
X Link @eldarcap 2025-10-02T17:10Z 1687 followers, 18.1K engagements
"I am quite thankful that @0xfluid doesnt have $FLUID as collateral prior to this mess. I would have been levered long on my bag and potentially liquidated at the time being. Comfy in spot and no doubt that we will recover. Actually contemplating adding a bit more at the current bargain price"
X Link @eldarcap 2025-10-11T06:54Z 1687 followers, 3429 engagements
"Added to my $FLUID and $AVAX bags with some dry powder leftover. Hopefully this was the final dip because I havent many ammunition left. But the dip on those valuable long term bet was too enticing to have regret in case of rapid repricing. @avax is a long term winning alternative L1 with a strong RWA ecosystem. @0xfluid is a next generation lending venue coupled with innovative and hard to replicate DEX capabilities (and likely more surprise to come)"
X Link @eldarcap 2025-10-13T07:33Z 1687 followers, 1764 engagements
"@samkazemian Arent you supposed to be hyping up $frxUSD"
X Link @eldarcap 2025-10-13T09:40Z 1686 followers, XXX engagements
"I would be wary of the size of that credit loan relative to the whole $GHO supply. $AAVE is endogenous collateral which could have reflexive effect is case of black swan event. Not a bad idea but the parameters and size should be carefully defined"
X Link @eldarcap 2025-10-16T11:38Z 1686 followers, 2087 engagements
"The @PayPal $PYUSD team is doing nonsense incentives on lending venue on both @aave and @kamino. They are given out free money without actually bootstrapping a healthy borrowing market. If you need DeFi native advice to set those up DM me"
X Link @eldarcap 2025-10-16T13:33Z 1687 followers, XXX engagements
"@VitalikButerin @ethereumfndn Next should be @0xfluid and @eulerfinance"
X Link @eldarcap 2025-10-18T08:14Z 1690 followers, XXX engagements
"I have to admit that @yieldbasis is bringing quite the demand for $crvUSD. Will it be the savior of the @CurveFinance and its stablecoin Still think it is too bad for $CRV that it isn't a Curve product directly. It is a lot of missed value for the token"
X Link @eldarcap 2025-10-14T14:11Z 1693 followers, 8928 engagements
"Making $crvUSD more brittle all of this to get meager potential indirect gain in exchange. Make no mistake the real winner of that deal is @yieldbasis and the team behind it to extract via the $YB token"
X Link @eldarcap 2025-10-18T08:12Z 1693 followers, 4973 engagements
"The @daylightenergy_ RWA project is maybe the one I found the most interesting and exciting. Helping finance the solar transition with capital flow facilitated by crypto rails. Details are scarce but it is likely that the crypto part will be via a stablecoin (aka a investment fund) given out yield from the revenue of smart decentralized solar infrastructure. Think of it as basically a @USDai_Official but instead of the GPU you got Solar installation infra and their yield as the backing (roughly speaking). I have friends working in that Solar direct consumer area and I was recently thinking"
X Link @eldarcap 2025-10-18T08:30Z 1693 followers, XXX engagements
"Lets say we hit $15K $ETH you think we are at the top and you want to exit the market to be safe until the next bottom. In what exactly are you putting your asset value In USD Another currency In gold In USD but lended in Aave Or something else Curious what people following me think is the best for that scenario. Especially since make USD is definitely not a great choice anymore IMO given its shakiness"
X Link @eldarcap 2025-10-19T15:13Z 1693 followers, 1062 engagements
"If it isnt that good old $EUL here"
X Link @eldarcap 2025-10-13T11:10Z 1695 followers, XXX engagements
"Can somebody smarter explain what @PayPal is doing on @kamino with its $PYUSD incentivization scheme And how they set up their borrowing curve There is a XXXX% cost to borrow $PYUSD while the utilization is only at 7.50%. They are not bootstrapping a healthy market but instead artificially inflating the supply by giving free money with no benefits for them. As soon as the reward stops liquidity will dry up given there is no organic yield from the market. It seems they should take a page out of the @global_dollar playbook and incentivize borrowing instead of merely lending which doesn't"
X Link @eldarcap 2025-10-15T21:32Z 1694 followers, XXX engagements
"@sparkdotfi @PayPal How does that collaboration works exactly They allocated some $PYUSD in a vault of yours and you allocate it into different lending venue Did they gave you incentives to bootstrap some lending liquidity"
X Link @eldarcap 2025-10-18T08:20Z 1693 followers, XXX engagements
"Paypal stablecoin $PYUSD flipped : - @BlackRock $BUIDL - @ethena_labs $USDTB - @worldlibertyfi $USD1 and is now the 6th biggest stablecoin by supply. It will not be long before it flips @SkyEcosystem $USDS / $DAI and then comes at Ethena $USDe. I am seriously contemplating allocating to @PayPal stock given it is an overall great business and it could have a really successful foray into stablecoin which could make it a powerful shallow bank like @circle and @Tether_to. The stock didn't have the crypto premium that others like $CRCL or $COIN received. It is trading at a $66B market cap while"
X Link @eldarcap 2025-10-19T10:07Z 1693 followers, XXX engagements
"Why the fuck is @Cardano $ADA still a $28B valued token Are there still people who didn't realize that this blockchain is going nowhere and is already irrelevant I wonder how it can stay valued as such and how market makers are ok underwriting this token"
X Link @eldarcap 2025-10-19T12:19Z 1693 followers, XXX engagements
"@jamescampb @Cardano This income is in $ADA so if they sell it to really earn it should crash the price as well. Strange that it is holding so much value (on paper). It is currently valued more than twice @avax $AVAX while it is an actual really used L1"
X Link @eldarcap 2025-10-19T13:39Z 1693 followers, XX engagements
"@cowboy_oh_gee Only USD stablecoin"
X Link @eldarcap 2025-10-19T15:34Z 1693 followers, XXX engagements
/creator/twitter::1394581304046407681/posts