[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.]

[@blockmodel_lab](/creator/twitter/blockmodel_lab)
"CommunityFriendly Simulation Model: Getting & Using $GHO 🧵1/6 Prev thread we covered how the $X peg works and who moves policy. This is the practical playbook: where to mint/swap which chains CCIP cross-chain model FlashMint basics and role-based watchlists. NFA. DYOR"  
[X Link](https://x.com/blockmodel_lab/status/1978033238548402593) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-14T09:40Z XX followers, XX engagements


"🧵2/6 Where to get ✅Mint (borrow) on Aave V3 Ethereum via governance-approved facilitators (needs collateral & a healthy health factor). ✅GSM near-par swaps (instance-specific; UI available). ✅DEX/aggregators: swap GHO pairs; always verify token address & slippage"  
[X Link](https://x.com/blockmodel_lab/status/1978033766023958995) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-14T09:42Z XX followers, XX engagements


"🧵4/8 Lido V3 (FINAL TESTNET) Testnet-3 is livethe last stop before mainnet. V3 adds modular stVaults for customizable validator setups and fee policies while preserving stETH liquidity. 🔹Watch: audits caps DAO vote treasury/fee routing"  
[X Link](https://x.com/blockmodel_lab/status/1979067240101122325) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-17T06:09Z XX followers, XX engagements


"🧵7/8 Supply watch $ARB (Oct 16): 92.6593.65M unlock (trackers differ). $ZK (Oct 17): 172.9M (0.8%) monthly unlock. 🔹Why: net supply uptick; some MMs/DAOs hedge or offset. 🔹Watch: order-book depth borrow rates DAO/treasury actions post-unlock"  
[X Link](https://x.com/blockmodel_lab/status/1979071550067228711) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-17T06:26Z XX followers, XX engagements


"🧵1/8 BTC LP without the usual IL Meet Yield Basis (ybBTC). It tries to keep X BTC exposure and collect AMM fees on Curve. 👇"  
[X Link](https://x.com/blockmodel_lab/status/1979485800221045117) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-18T09:52Z XX followers, XX engagements


"🧵2/8 UX Deposit BTC get ybBTC (your share). Pick a lane 🔹Unstaked: earn trading fees (BTC-denom). 🔹Staked (gauge): take YB emissions instead (you give up fees). You can vote-lock YB for governance + a fee slice"  
[X Link](https://x.com/blockmodel_lab/status/1979486061861687640) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-18T09:53Z XX followers, XX engagements


"🧵3/8 How it works Behind the scenes it borrows crvUSD to pair with your BTC. Targets Debt/Value XX% (2). A rebalancing AMM + VirtualPool nudges arbers to push it back when price moves your net stays X BTC"  
[X Link](https://x.com/blockmodel_lab/status/1979486161694589299) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-18T09:54Z XX followers, XX engagements


"🧵4/8 No IL No risk Killing IL uses borrow + constant rebalancing. That adds interest/management slippage/gas crvUSD peg/liquidity and governance/contract risk. Also: XX% of pool fees fund rebalancing; the other XX% split between unstaked ybBTC and veYB"  
[X Link](https://x.com/blockmodel_lab/status/1979486352912888068) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-18T09:54Z XX followers, XX engagements


"🧵7/8 Who it suits ✅Want BTC cash flow Stay unstaked. ✅Want emissions + governance Stake and maybe vote-lock. You can switch if the market changes"  
[X Link](https://x.com/blockmodel_lab/status/1979486775807721659) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-18T09:56Z XX followers, XX engagements


"🧵8/8 TL;DR ybBTC = a share that targets X BTC + fees. Not principal-protected. NFA/DYOR"  
[X Link](https://x.com/blockmodel_lab/status/1979487474029322464) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-18T09:59Z XX followers, XX engagements


"3/8 Why this sequence 🔹YB's BTC/crvUSD flows push crvUSD into/out of the crvUSDstablecoin pools. 🔹YB targets XX% LTV (200% collat) but the BTC/crvUSD pool's crvUSD share can swing 4060%. 🔹Bigger stable pools + more PegKeeper headroom = smoother peg as YB scales"  
[X Link](https://x.com/blockmodel_lab/status/1980153417504084292) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-20T06:05Z XX followers, X engagements


"7/8 User impact If passed: more ybBTC capacity fewer cap headachessame hygiene. Watch peg health fees vs. rebalance costs LTV drift depth/liquidity. Bigger pipes help manage tail risk; they dont erase it"  
[X Link](https://x.com/blockmodel_lab/status/1980155972141400191) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-20T06:15Z XX followers, XX engagements


"🧵1/4 Why we build ABM OffChain for #Aave stablecoin $GHO ✅ABM: simulate many heterogeneous agents and their interactions ✅Offchain: MonteCarlo on historical data no chain fork ✅Use: fast designstage risk screening; results the community can inspect & reproduce"  
[X Link](https://x.com/blockmodel_lab/status/1970492778787545369) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-09-23T14:17Z XX followers, XXX engagements


"CommunityFriendly Simulation Model: $GHO XXX 🧵1/7 Ever wondered how Aave's stablecoin GHO keeps its $X pegand who really pulls the policy levers This thread zooms in on what GHO is how the peg holds and how policy moves on #Aave. Prev. context:"  
[X Link](https://x.com/blockmodel_lab/status/1972903724386558410) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-09-30T05:57Z XX followers, XXX engagements


"🧵2/7 What GHO is & who controls it GHO = Aave's native overcollateralized stablecoin (launched Jul2023) 🔒 Lock collateral on Aave borrow to mint via governanceapproved facilitators (with mint caps) 💰 Borrow interest Aave DAO treasury"  
[X Link](https://x.com/blockmodel_lab/status/1972903728169767407) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-09-30T05:57Z XX followers, XX engagements


"🧵3/7 The actionable $X anchor Aave uses a fixed $X internal oracle for $GHO in risk/accounting When GHO trades below $X borrowers can buy back cheaper to repay $1offacevalue debt natural buyside pressure When above $X healthy borrowers can mintandsell"  
[X Link](https://x.com/blockmodel_lab/status/1972903731739136214) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-09-30T05:57Z XX followers, XX engagements


"🧵3/6 Deep liquidity 🔹ETH: Balancer v3 GHO/USDC/USDT; Curve fxUSD/GHO. 🔹Base: Balancer v3 USDC/GHO. 🔹Arbitrum: Balancer v3 GHO/USDT/USDC. Route with 1inch / CoW Swap / ParaSwap; double-check pool + token. Live TVL/APR: @Token_Logic dashboards"  
[X Link](https://x.com/blockmodel_lab/status/1978034838289478124) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-14T09:47Z XX followers, XX engagements


"1/8 Curve plan to scale ybBTCbigger credit line stronger crvUSD peg infra. Quick read: more room for Yield Basis (YB) and more robust peg plumbing. Pending governance vote. 👇"  
[X Link](https://x.com/blockmodel_lab/status/1980143910707175436) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-20T05:27Z XX followers, XX engagements


"2/8 What's in it: ✅YB emissions bribes for crvUSD stables (e.g. crvUSD/USDC) cap 360k YB/wk. ✅PegKeeper: $108M $300M. ✅$1B crvUSD credit line for YB ($500M capacity)"  
[X Link](https://x.com/blockmodel_lab/status/1980145426205642815) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-20T05:33Z XX followers, XX engagements


"3/8 Why this sequence 🔹YB's BTC/crvUSD flows push crvUSD into/out of the crvUSDstablecoin pools. 🔹YB targets XX% LTV (200% collat) but the BTC/crvUSD pool's crvUSD share can swing 4060%. 🔹Bigger stable pools + more PegKeeper headroom = smoother peg as YB scales"  
[X Link](https://x.com/blockmodel_lab/status/1980154330411131193) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-20T06:09Z XX followers, XX engagements


"4/8 Quick math Assume X BTC/crvUSD pools $100M each ($300M total). The stables side must absorb $30M crvUSD. If XX% imbalance is OK you want $40M TVL there. Scale YB up those sinks must scale too"  
[X Link](https://x.com/blockmodel_lab/status/1980154450326290751) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-20T06:09Z XX followers, XX engagements


"5/8 Economics check Base APY (no boosts): WBTC XXXX% / cbBTC XXXX% / tBTC XXXX% 0.126%/day ($189k/day; $1.32M/wk) to split. Stables often clear XX% APR $77k/wk for $40M TVL. DAO's 75M YB emissions + typical bribe efficiency cover it. Figures move with market"  
[X Link](https://x.com/blockmodel_lab/status/1980155222640230797) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-20T06:12Z XX followers, XX engagements


"8/8 TL;DR Still a proposalsubject to vote. Beef up the peg (bribes + PegKeeper) first then open a $1B crvUSD line to YB ($500M capacity). Same design bigger scale. NFA/DYOR Proposal:"  
[X Link](https://x.com/blockmodel_lab/status/1980156314702823876) [@blockmodel_lab](/creator/x/blockmodel_lab) 2025-10-20T06:17Z XX followers, XX engagements