LunarCrush LLM | creator/twitter::3073925205/posts

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[@0xdaesu](/creator/twitter/0xdaesu)
"@HanniboolDefi XX% usde staked vs XX% allocated to the basis trade at XX% apy it's a $31m gap ie XX% of the yield collected on tbills so XX% of the tbills yield ie $70m is going to ethena"  
![@0xdaesu Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3073925205.png) [@0xdaesu](/creator/x/0xdaesu) on [X](/post/tweet/1947301896307310992) 2025-07-21 14:25:25 UTC XXX followers, XX engagements


"susde is XX% of usde supply so at full delta neutral exposure ethena would generate $244m in annual revenue at XX% funding rate (10% of 2.44b usde non staked) now they would generate around $100m ($2.2b in buidl at XXX% apy) the choice of predictability over rentability pt coded"  
![@0xdaesu Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3073925205.png) [@0xdaesu](/creator/x/0xdaesu) on [X](/post/tweet/1947051663140778297) 2025-07-20 21:51:05 UTC XXX followers, XX engagements


"the value prop of usde has changed ethena no longer pursues full delta neutral exposure despite a higher yield to capture (only XX% exposure now) so usde becomes a hybrid product offering combined exposure to the bullishness of crypto and tbills"  
![@0xdaesu Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3073925205.png) [@0xdaesu](/creator/x/0xdaesu) on [X](/post/tweet/1947040358245794279) 2025-07-20 21:06:10 UTC XXX followers, XXX engagements


"so now you can sell $9.5b btc otc without disrupting the market i still cant process this information"  
![@0xdaesu Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3073925205.png) [@0xdaesu](/creator/x/0xdaesu) on [X](/post/tweet/1946582628804555234) 2025-07-19 14:47:19 UTC XXX followers, XX engagements


"the best venue to leverage susde has cheap a borrow rate and good liquidity"  
![@0xdaesu Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3073925205.png) [@0xdaesu](/creator/x/0xdaesu) on [X](/post/tweet/1945591302365630599) 2025-07-16 21:08:08 UTC 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.]

@0xdaesu "@HanniboolDefi XX% usde staked vs XX% allocated to the basis trade at XX% apy it's a $31m gap ie XX% of the yield collected on tbills so XX% of the tbills yield ie $70m is going to ethena"
@0xdaesu on X 2025-07-21 14:25:25 UTC XXX followers, XX engagements

"susde is XX% of usde supply so at full delta neutral exposure ethena would generate $244m in annual revenue at XX% funding rate (10% of 2.44b usde non staked) now they would generate around $100m ($2.2b in buidl at XXX% apy) the choice of predictability over rentability pt coded"
@0xdaesu on X 2025-07-20 21:51:05 UTC XXX followers, XX engagements

"the value prop of usde has changed ethena no longer pursues full delta neutral exposure despite a higher yield to capture (only XX% exposure now) so usde becomes a hybrid product offering combined exposure to the bullishness of crypto and tbills"
@0xdaesu on X 2025-07-20 21:06:10 UTC XXX followers, XXX engagements

"so now you can sell $9.5b btc otc without disrupting the market i still cant process this information"
@0xdaesu on X 2025-07-19 14:47:19 UTC XXX followers, XX engagements

"the best venue to leverage susde has cheap a borrow rate and good liquidity"
@0xdaesu on X 2025-07-16 21:08:08 UTC XXX followers, XX engagements