[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.] [@GLC_Research](/creator/twitter/GLC_Research) "With no remaining blockers the listing of syrupUSDC(T) on $AAVE appears imminent @maplefinance @aave @AaveChan Back in June a Temp Check was initiated to onboard syrupUSDC onto @aave. However the process was initially delayed due to technical considerations identified by @bgdlabs as highlighted in their ARFC: We believe syrupUSDC does not face any infrastructural barriers to listing; however we identify technical blockers that directly affect the security of users funds on the Aave Protocol. Following this feedback the Maple team acted taking BGDs recommendations on board and working to" [X Link](https://x.com/GLC_Research/status/1978409303238197346) [@GLC_Research](/creator/x/GLC_Research) 2025-10-15T10:35Z 8499 followers, 26.1K engagements "Pendle is on track to reach a YTD monthly revenue ATH @pendle_fi @tn_pendle While TVL has been declining this month Pendles revenue has been rising already at $4M so far compared to the previous monthly ATH of $4.1M in January (per Pendle). With more than a week left in the month Pendle could easily hit a new record around $5M in monthly revenue which would bring its annualized revenue to roughly $60M and imply a P/S ratio below X with most of the revenue shared with vePENDLE holders. Long story short: Fundamentals keep getting stronger. Pendle" [X Link](https://x.com/GLC_Research/status/1980576753153159285) [@GLC_Research](/creator/x/GLC_Research) 2025-10-21T10:07Z 8499 followers, 6584 engagements "Hyperliquid Proposed Valuation @HyperliquidX Hyperliquid is in a league of its own with no real comparables in crypto. As the fastest-growing company in the industry $HYPE presents a compelling R/R backed by strong fundamentals and massive growth potential. What sets Hyperliquid apart is its intrinsic value: 🔹 High revenue-generating business 🔹Reinvesting XXX% buying back $HYPE This valuation suggests significant upside: $100B+ opportunity if it successfully delivers on its vision of becoming "The House of Finance". The maximum downside seems limited: -XX% based on bear case scenario. Let's" [X Link](https://x.com/GLC_Research/status/1902345037859409975) [@GLC_Research](/creator/x/GLC_Research) 2025-03-19T13:02Z 8499 followers, 156.4K engagements "What are xTokens Turning Strategies Into Composable Assets @liminalmoney xTokens are tokenized delta-neutral strategies. Each xToken (such as $xHYPE $xBTC $xETH or $xSOL) represents a share in the pool that holds spot assets (or LSTs in the future) while shorting perpetuals with calibrated leverage. The way it would work is that a pool gets created for each delta-neutral position and the funding payments gradually increase the pools value over time. An oracle tracks this pool value which is how your xTokens compound as time goes on. Right now Liminal handles every address separately: each" [X Link](https://x.com/GLC_Research/status/1976374648255414528) [@GLC_Research](/creator/x/GLC_Research) 2025-10-09T19:50Z 8499 followers, 3816 engagements "Recommending everyone to check out this great episode from Bidclub featuring @0xkyle__ from @DeFianceCapital and his investment thesis on $MNT. $MNT is evolving from an exchange-related token into an exchange utility token a transition that has historically triggered major repricing events for most CEX tokens. Kyle lays out a very interesting thesis. Of course there are risks and this isnt financial advice but its definitely worth a listen or a read of his $MNT X to X article. Were happy to have helped make this interview happen and to have discussed the $MNT thesis with @MapleLeafCap while" [X Link](https://x.com/GLC_Research/status/1978397184698601775) [@GLC_Research](/creator/x/GLC_Research) 2025-10-15T09:47Z 8499 followers, 1962 engagements "For those unfamiliar with @maplefinance & $SYRUP the metrics speak for themselves: XXX% growth YTD XX% growth in Q3 XX% average MoM growth rate Full quarterly report and dashboard below. Just Maple" [X Link](https://x.com/GLC_Research/status/1980291317688353231) [@GLC_Research](/creator/x/GLC_Research) 2025-10-20T15:13Z 8499 followers, 5484 engagements "6/ Since launch Liminal has grown to $66M TVL and 14k+ depositors. However TVL has slightly declined lately partly due to the Aster and Plasma launches which drew short-term capital away. But Liminal continues to offer strong APYs + farming Unit + HL and potentially Liminal" [X Link](https://x.com/GLC_Research/status/1976584885209800934) [@GLC_Research](/creator/x/GLC_Research) 2025-10-10T09:45Z 8499 followers, XXX engagements "7/ The upcoming xTokens will transform Liminal. They turn delta-neutral strategies into liquid composable assets like $xHYPE or $xBTC giving everyone access to institutional-grade yield in one click" [X Link](https://x.com/GLC_Research/status/1976584887718346919) [@GLC_Research](/creator/x/GLC_Research) 2025-10-10T09:45Z 8499 followers, XXX engagements ""Reminder friends that @maplefinance has a ton of exquisite stablecoin yield opportunities available As detailed in the thread from @kenodnb below some of the top ones include: - Yields over XX% APY on Euler - Incredible $syrupUSDT opportunity on Fluid that was generating over XX% recently() - Maples legendary partnership with Kamino that has allowed users to earn 20%+ APY for months now - Their integration with Drift Protocol that allows perps traders to earn yield on their underlying $syrupUSDC collateral while trading - And their partnership with JupiterLend which is letting users generate" [X Link](https://x.com/GLC_Research/status/1977439784961224959) [@GLC_Research](/creator/x/GLC_Research) 2025-10-12T18:22Z 8499 followers, 6996 engagements "Eulers performance this quarter has been outstanding showing strong growth across all key metrics @eulerfinance The protocol enters Q4 with big momentum" [X Link](https://x.com/GLC_Research/status/1978749917968355750) [@GLC_Research](/creator/x/GLC_Research) 2025-10-16T09:08Z 8499 followers, 2157 engagements "In crypto we often get caught up in the short term and forget that real investment horizons usually span several years @HyperliquidX Right now arguing that $HYPE could reach $1000 probably sounds crazy to many. But a few months ago @Keisan_Crypto outlined what it might take for $HYPE to reach that level over a five-year horizon. Of course there are many assumptions and risks involved and no one can predict the future. Still the analysis remains an interesting framework to think about the potential upside. While a lot has changed since he published it its still very much worth a read. Below is" [X Link](https://x.com/GLC_Research/status/1979952377533755432) [@GLC_Research](/creator/x/GLC_Research) 2025-10-19T16:46Z 8499 followers, 21.8K engagements "@theHYPEconomist Keisanliquid's work 👀" [X Link](https://x.com/GLC_Research/status/1979953328072044855) [@GLC_Research](/creator/x/GLC_Research) 2025-10-19T16:50Z 8499 followers, XXX engagements "syrupUSDC(T) is being onboarded on AAVE @maplefinance @AaveChan @aave We covered this potential integration over two months ago as a major catalyst for both projects. Its now official and we expect syrupUSDC(T) to continue its strong growth from here. The $AAVE effect is real & its one of the most powerful growth engines a DeFi protocol can have. More below 👇 Just use Aave and Maple" [X Link](https://x.com/GLC_Research/status/1980623988259725815) [@GLC_Research](/creator/x/GLC_Research) 2025-10-21T13:15Z 8499 followers, 4434 engagements "Following a highly successful launch on Kamino ($50M TVL) and more recently on Drift ($7.5M TVL) $SyrupUSDC is now live on Jupiter Lend as a collateral asset supported by $250k in incentives to boost adoption. These incentives make the borrowing rate highly attractive (2%) creating opportunities for looping strategies with yields of up to 30%. For those interested in this type of strategy this launch could represent a compelling opportunity. This is a strong integration that will further support the growth of Maples yielding dollar on Solana. With 83M SyrupUSDC (9% of total supply) already" [X Link](https://x.com/GLC_Research/status/1960706502521413959) [@GLC_Research](/creator/x/GLC_Research) 2025-08-27T14:10Z 8494 followers, 22.6K engagements "The only good news: Hyperliquid is making money $XX million for HLP Hyperliquid" [X Link](https://x.com/GLC_Research/status/1976770447988740500) [@GLC_Research](/creator/x/GLC_Research) 2025-10-10T22:02Z 8482 followers, 45K engagements "Last night Binance went down. Lighter was done. Hyperliquid Zero downtime during one of the largest liquidation cascades ever. Hyperliquid made millions in fees and buybacks. HLP made over $XX million. $XX MILLION The best marketing for Hyperliquid is simply having the better product. Events like this give massive credibility and well likely see even more onboarding from here. In addition $HYPE is clearly the strongest asset during this correction. There is no second best. Hyperliquid" [X Link](https://x.com/GLC_Research/status/1976941586840772722) [@GLC_Research](/creator/x/GLC_Research) 2025-10-11T09:22Z 8464 followers, 40.9K engagements "With HIP-3 deploying nows a great time to take a closer look at HyENA Ethenas decentralized perp exchange which is a HIP-3 market built on @HyperliquidX We believe the @ethena_labs and @hyperunit teams are among the best positioned to make HIP-3 successful short term. One particularly interesting aspect of HyENA is that USDe will be used as collateral for perp trading. Its still early to discuss the HyENA HIP-3 market but one element that stands out and could help bootstrap liquidity is hUSDe launched in collaboration with @liminalmoney What is hUSDe A synthetic dollar backed by delta-neutral" [X Link](https://x.com/GLC_Research/status/1977751107557360058) [@GLC_Research](/creator/x/GLC_Research) 2025-10-13T14:59Z 8500 followers, 7973 engagements "Complete article about syrupUSDC integration with AAVE" [X Link](https://x.com/GLC_Research/status/1978409305213677648) [@GLC_Research](/creator/x/GLC_Research) 2025-10-15T10:35Z 8491 followers, XXX engagements "@OAK_Res_EN @eulerfinance Eulerrrrr" [X Link](https://x.com/GLC_Research/status/1978747307269964159) [@GLC_Research](/creator/x/GLC_Research) 2025-10-16T08:58Z 8470 followers, XXX engagements "As youre being generous Id suggest building a proper valuation framework with 1224 month projections for both companies. Valuation isnt that simple and relying solely on current metrics doesnt provide an accurate picture. Hyperliquid has clearly proven itself as the best venue for trading across multiple assets consistently outperforming other DEXs and increasingly rivaling major CEXs. The launches of $PUMP and $XPL show that traders come to Hyperliquid for superior execution while almost no one trades on Aster except for wash trading driven by airdrop incentives. It doesnt take long to see" [X Link](https://x.com/GLC_Research/status/1980231390244249613) [@GLC_Research](/creator/x/GLC_Research) 2025-10-20T11:15Z 8501 followers, 1638 engagements "For those who dont yet understand why Maple is built different we just published our quarterly report on Maple and $SYRUP. Every key metric is up and to the right. Maple continues to be one of the fastest-growing protocols in crypto. Thanks for highlighting Maples work ethic Quinn. Were big fans of you and Fejau" [X Link](https://x.com/GLC_Research/status/1980290375357960670) [@GLC_Research](/creator/x/GLC_Research) 2025-10-20T15:09Z 8496 followers, 1539 engagements "I think the fact that rewards are distributed to vePendle holders and that you have to lock your PENDLE to receive them isnt ideal for short-term price action. Doing buybacks instead would likely have a stronger impact. Pendle is also a relatively complex protocol which makes it harder for many people to fully understand. As a result information asymmetry definitely plays a role here in my opinion" [X Link](https://x.com/GLC_Research/status/1980580139680288920) [@GLC_Research](/creator/x/GLC_Research) 2025-10-21T10:21Z 8494 followers, XX engagements "@rektdiomedes @maplefinance @AaveChan @aave Higher" [X Link](https://x.com/GLC_Research/status/1980653689145806956) [@GLC_Research](/creator/x/GLC_Research) 2025-10-21T15:13Z 8500 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.]
@GLC_Research
"With no remaining blockers the listing of syrupUSDC(T) on $AAVE appears imminent @maplefinance @aave @AaveChan Back in June a Temp Check was initiated to onboard syrupUSDC onto @aave. However the process was initially delayed due to technical considerations identified by @bgdlabs as highlighted in their ARFC: We believe syrupUSDC does not face any infrastructural barriers to listing; however we identify technical blockers that directly affect the security of users funds on the Aave Protocol. Following this feedback the Maple team acted taking BGDs recommendations on board and working to"
X Link @GLC_Research 2025-10-15T10:35Z 8499 followers, 26.1K engagements
"Pendle is on track to reach a YTD monthly revenue ATH @pendle_fi @tn_pendle While TVL has been declining this month Pendles revenue has been rising already at $4M so far compared to the previous monthly ATH of $4.1M in January (per Pendle). With more than a week left in the month Pendle could easily hit a new record around $5M in monthly revenue which would bring its annualized revenue to roughly $60M and imply a P/S ratio below X with most of the revenue shared with vePENDLE holders. Long story short: Fundamentals keep getting stronger. Pendle"
X Link @GLC_Research 2025-10-21T10:07Z 8499 followers, 6584 engagements
"Hyperliquid Proposed Valuation @HyperliquidX Hyperliquid is in a league of its own with no real comparables in crypto. As the fastest-growing company in the industry $HYPE presents a compelling R/R backed by strong fundamentals and massive growth potential. What sets Hyperliquid apart is its intrinsic value: 🔹 High revenue-generating business 🔹Reinvesting XXX% buying back $HYPE This valuation suggests significant upside: $100B+ opportunity if it successfully delivers on its vision of becoming "The House of Finance". The maximum downside seems limited: -XX% based on bear case scenario. Let's"
X Link @GLC_Research 2025-03-19T13:02Z 8499 followers, 156.4K engagements
"What are xTokens Turning Strategies Into Composable Assets @liminalmoney xTokens are tokenized delta-neutral strategies. Each xToken (such as $xHYPE $xBTC $xETH or $xSOL) represents a share in the pool that holds spot assets (or LSTs in the future) while shorting perpetuals with calibrated leverage. The way it would work is that a pool gets created for each delta-neutral position and the funding payments gradually increase the pools value over time. An oracle tracks this pool value which is how your xTokens compound as time goes on. Right now Liminal handles every address separately: each"
X Link @GLC_Research 2025-10-09T19:50Z 8499 followers, 3816 engagements
"Recommending everyone to check out this great episode from Bidclub featuring @0xkyle__ from @DeFianceCapital and his investment thesis on $MNT. $MNT is evolving from an exchange-related token into an exchange utility token a transition that has historically triggered major repricing events for most CEX tokens. Kyle lays out a very interesting thesis. Of course there are risks and this isnt financial advice but its definitely worth a listen or a read of his $MNT X to X article. Were happy to have helped make this interview happen and to have discussed the $MNT thesis with @MapleLeafCap while"
X Link @GLC_Research 2025-10-15T09:47Z 8499 followers, 1962 engagements
"For those unfamiliar with @maplefinance & $SYRUP the metrics speak for themselves: XXX% growth YTD XX% growth in Q3 XX% average MoM growth rate Full quarterly report and dashboard below. Just Maple"
X Link @GLC_Research 2025-10-20T15:13Z 8499 followers, 5484 engagements
"6/ Since launch Liminal has grown to $66M TVL and 14k+ depositors. However TVL has slightly declined lately partly due to the Aster and Plasma launches which drew short-term capital away. But Liminal continues to offer strong APYs + farming Unit + HL and potentially Liminal"
X Link @GLC_Research 2025-10-10T09:45Z 8499 followers, XXX engagements
"7/ The upcoming xTokens will transform Liminal. They turn delta-neutral strategies into liquid composable assets like $xHYPE or $xBTC giving everyone access to institutional-grade yield in one click"
X Link @GLC_Research 2025-10-10T09:45Z 8499 followers, XXX engagements
""Reminder friends that @maplefinance has a ton of exquisite stablecoin yield opportunities available As detailed in the thread from @kenodnb below some of the top ones include: - Yields over XX% APY on Euler - Incredible $syrupUSDT opportunity on Fluid that was generating over XX% recently() - Maples legendary partnership with Kamino that has allowed users to earn 20%+ APY for months now - Their integration with Drift Protocol that allows perps traders to earn yield on their underlying $syrupUSDC collateral while trading - And their partnership with JupiterLend which is letting users generate"
X Link @GLC_Research 2025-10-12T18:22Z 8499 followers, 6996 engagements
"Eulers performance this quarter has been outstanding showing strong growth across all key metrics @eulerfinance The protocol enters Q4 with big momentum"
X Link @GLC_Research 2025-10-16T09:08Z 8499 followers, 2157 engagements
"In crypto we often get caught up in the short term and forget that real investment horizons usually span several years @HyperliquidX Right now arguing that $HYPE could reach $1000 probably sounds crazy to many. But a few months ago @Keisan_Crypto outlined what it might take for $HYPE to reach that level over a five-year horizon. Of course there are many assumptions and risks involved and no one can predict the future. Still the analysis remains an interesting framework to think about the potential upside. While a lot has changed since he published it its still very much worth a read. Below is"
X Link @GLC_Research 2025-10-19T16:46Z 8499 followers, 21.8K engagements
"@theHYPEconomist Keisanliquid's work 👀"
X Link @GLC_Research 2025-10-19T16:50Z 8499 followers, XXX engagements
"syrupUSDC(T) is being onboarded on AAVE @maplefinance @AaveChan @aave We covered this potential integration over two months ago as a major catalyst for both projects. Its now official and we expect syrupUSDC(T) to continue its strong growth from here. The $AAVE effect is real & its one of the most powerful growth engines a DeFi protocol can have. More below 👇 Just use Aave and Maple"
X Link @GLC_Research 2025-10-21T13:15Z 8499 followers, 4434 engagements
"Following a highly successful launch on Kamino ($50M TVL) and more recently on Drift ($7.5M TVL) $SyrupUSDC is now live on Jupiter Lend as a collateral asset supported by $250k in incentives to boost adoption. These incentives make the borrowing rate highly attractive (2%) creating opportunities for looping strategies with yields of up to 30%. For those interested in this type of strategy this launch could represent a compelling opportunity. This is a strong integration that will further support the growth of Maples yielding dollar on Solana. With 83M SyrupUSDC (9% of total supply) already"
X Link @GLC_Research 2025-08-27T14:10Z 8494 followers, 22.6K engagements
"The only good news: Hyperliquid is making money $XX million for HLP Hyperliquid"
X Link @GLC_Research 2025-10-10T22:02Z 8482 followers, 45K engagements
"Last night Binance went down. Lighter was done. Hyperliquid Zero downtime during one of the largest liquidation cascades ever. Hyperliquid made millions in fees and buybacks. HLP made over $XX million. $XX MILLION The best marketing for Hyperliquid is simply having the better product. Events like this give massive credibility and well likely see even more onboarding from here. In addition $HYPE is clearly the strongest asset during this correction. There is no second best. Hyperliquid"
X Link @GLC_Research 2025-10-11T09:22Z 8464 followers, 40.9K engagements
"With HIP-3 deploying nows a great time to take a closer look at HyENA Ethenas decentralized perp exchange which is a HIP-3 market built on @HyperliquidX We believe the @ethena_labs and @hyperunit teams are among the best positioned to make HIP-3 successful short term. One particularly interesting aspect of HyENA is that USDe will be used as collateral for perp trading. Its still early to discuss the HyENA HIP-3 market but one element that stands out and could help bootstrap liquidity is hUSDe launched in collaboration with @liminalmoney What is hUSDe A synthetic dollar backed by delta-neutral"
X Link @GLC_Research 2025-10-13T14:59Z 8500 followers, 7973 engagements
"Complete article about syrupUSDC integration with AAVE"
X Link @GLC_Research 2025-10-15T10:35Z 8491 followers, XXX engagements
"@OAK_Res_EN @eulerfinance Eulerrrrr"
X Link @GLC_Research 2025-10-16T08:58Z 8470 followers, XXX engagements
"As youre being generous Id suggest building a proper valuation framework with 1224 month projections for both companies. Valuation isnt that simple and relying solely on current metrics doesnt provide an accurate picture. Hyperliquid has clearly proven itself as the best venue for trading across multiple assets consistently outperforming other DEXs and increasingly rivaling major CEXs. The launches of $PUMP and $XPL show that traders come to Hyperliquid for superior execution while almost no one trades on Aster except for wash trading driven by airdrop incentives. It doesnt take long to see"
X Link @GLC_Research 2025-10-20T11:15Z 8501 followers, 1638 engagements
"For those who dont yet understand why Maple is built different we just published our quarterly report on Maple and $SYRUP. Every key metric is up and to the right. Maple continues to be one of the fastest-growing protocols in crypto. Thanks for highlighting Maples work ethic Quinn. Were big fans of you and Fejau"
X Link @GLC_Research 2025-10-20T15:09Z 8496 followers, 1539 engagements
"I think the fact that rewards are distributed to vePendle holders and that you have to lock your PENDLE to receive them isnt ideal for short-term price action. Doing buybacks instead would likely have a stronger impact. Pendle is also a relatively complex protocol which makes it harder for many people to fully understand. As a result information asymmetry definitely plays a role here in my opinion"
X Link @GLC_Research 2025-10-21T10:21Z 8494 followers, XX engagements
"@rektdiomedes @maplefinance @AaveChan @aave Higher"
X Link @GLC_Research 2025-10-21T15:13Z 8500 followers, XXX engagements
/creator/twitter::1793653021991215104/posts