[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 Eldar Eldar posts on X about token, $fluid, long term, crvusd the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1394581304046407681/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX +13% - X Year XXXXXXX +160% ### Mentions: XX [#](/creator/twitter::1394581304046407681/posts_active)  - X Week XX -XXXX% - X Month XXX -XX% - X Months XXX -XX% - X Year XXXXX +107% ### Followers: XXXXX [#](/creator/twitter::1394581304046407681/followers)  - X Week XXXXX +2.10% - X Month XXXXX +6.60% - X Months XXXXX +46% - X Year XXXXX +120% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1394581304046407681/influencer_rank)  ### Social Influence [#](/creator/twitter::1394581304046407681/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXX% [finance](/list/finance) XXX% [exchanges](/list/exchanges) XXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [token](/topic/token) 1.79%, [$fluid](/topic/$fluid) #13, [long term](/topic/long-term) #1216, [crvusd](/topic/crvusd) #19, [protocol](/topic/protocol) 1.08%, [$crvusd](/topic/$crvusd) #6, [$crv](/topic/$crv) #88, [$1b](/topic/$1b) #300, [money](/topic/money) 0.72%, [$gho](/topic/$gho) #3 **Top accounts mentioned or mentioned by** [@inversefinance](/creator/undefined) [@aave](/creator/undefined) [@synthetixio](/creator/undefined) [@eulerfinance](/creator/undefined) [@curvefinance](/creator/undefined) [@skyecosystem](/creator/undefined) [@morpholabs](/creator/undefined) [@basedscarf](/creator/undefined) [@ethenalabs](/creator/undefined) [@gmxio](/creator/undefined) [@lineabuild](/creator/undefined) [@0xfluid](/creator/undefined) [@fraxfinance](/creator/undefined) [@circle](/creator/undefined) [@spectrafinance](/creator/undefined) [@consensys](/creator/undefined) [@avax](/creator/undefined) [@pendlefi](/creator/undefined) [@arbitrum](/creator/undefined) [@gearboxprotocol](/creator/undefined) **Top assets mentioned** [Fluid (FLUID)](/topic/$fluid) [crvUSD (CRVUSD)](/topic/crvusd) [Curve DAO Token (CRV)](/topic/$crv) [GHO (GHO)](/topic/$gho) [Olympus (OHM)](/topic/$ohm) [YieldBasis (YB)](/topic/$yb) [Avalanche (AVAX)](/topic/$avax) [Euler (EUL)](/topic/$eul) [Synthetix (SNX)](/topic/$snx) [PayPal USD (PYUSD)](/topic/$pyusd) [Kamino (KMNO)](/topic/kamino) [Skycoin (SKY)](/topic/$sky) [Frax USD (FRXUSD)](/topic/$frxusd) [Gearbox Protocol (GEAR)](/topic/$gear) [Gyroscope GYD (GYD)](/topic/$gyd) [Sable Coin (USDS)](/topic/$usds) [sUSDS (SUSDS)](/topic/$susds) [sUSD (Optimism) (SUSD)](/topic/$susd) [GMX (GMX)](/topic/$gmx) [Aave (AAVE)](/topic/$aave) [Tether (USDT)](/topic/$usdt) [Bitcoin (BTC)](/topic/$btc) [Ethereum (ETH)](/topic/$eth) [Frax (FRAX)](/topic/$frax) [Inverse Finance (INV)](/topic/$inv) [DOLA (DOLA)](/topic/$dola) ### Top Social Posts [#](/creator/twitter::1394581304046407681/posts) --- Top posts by engagements in the last XX hours "The $GEAR token looks quite good at this level and with the high pace of development from the team. Tempted to allocate a bit more but I got burned on it so much already (I round triped hard) that I have cold feet. Somebody has some special insight to tip me in the buy direction" [X Link](https://x.com/eldarcap/status/1955362671756447759) [@eldarcap](/creator/x/eldarcap) 2025-08-12T20:16Z 1681 followers, 1317 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 1683 followers, XXX engagements "You have to account for the borrowing cost in your thought examples. Also it seems this could be done by any stablecoin though. Nothing prevent $GHO or other more liquid stablecoin to do this if it was this useful no You should look into @GyroStable protocol which is trying to position its stablecoin $GYD as this intermediary via its custom DEX curve" [X Link](https://x.com/eldarcap/status/1968766762540802082) [@eldarcap](/creator/x/eldarcap) 2025-09-18T19:59Z 1679 followers, XXX 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 1683 followers, XXX engagements "The problem with the Star agent system of @SkyEcosystem is that it is mostly geared toward solving efficient allocation of supply but not to create new demand for $USDS. It is somehow optimizing the return on reserve so that ideally the $sUSDS yield is optimized. This is the primary demand source for $USDS but it is not enough to thrive beyond. Issuers need distribution partnership in order to enshrine their stablecoin into DeFi & CeDeFi and bootstrap organic demand snowball effect. I dont think the Star agent sytem is optimizing for this. It allocate for the most part $USDC reserve which" [X Link](https://x.com/eldarcap/status/1973856377773961605) [@eldarcap](/creator/x/eldarcap) 2025-10-02T21:03Z 1681 followers, XXX 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 1683 followers, 1491 engagements "Potentially @SiloFinance. @avax is now their biggest instance and $SILO trades at a low valuation. If course we will see when incentives dry out what is left of this. But it could underpin avalanche lending alongside @aave and @eulerfinance. That is also why I think @0xfluid is missing an opportunity with $AVAX. It is a long term winning alt L1. The big RWA wave coming on it will make sure of this" [X Link](https://x.com/eldarcap/status/1975584328890368322) [@eldarcap](/creator/x/eldarcap) 2025-10-07T15:29Z 1681 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 1681 followers, 8894 engagements "Interesting. By @aave $GHO having technically no legal obligation to redeem the stablecoin GHO escape the regulatory constraint of GENIUS. It doesnt qualify as a payment stablecoin and thus is not prohibited to be used in the US or need the 1:1 cash reserve requirement. So basically can act as a payment stablecoin offer yield and all without constraints. But also without some guarantees that applies to official payment stablecoin" [X Link](https://x.com/eldarcap/status/1966431220159463802) [@eldarcap](/creator/x/eldarcap) 2025-09-12T09:18Z 1680 followers, 1380 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 1679 followers, 1693 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 1681 followers, XXX engagements "Looks like $SNX will repeg to $X faster than $sUSD. Make this market make sense" [X Link](https://x.com/eldarcap/status/1971588434159693923) [@eldarcap](/creator/x/eldarcap) 2025-09-26T14:51Z 1680 followers, XXX 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 1681 followers, XXX engagements "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 1681 followers, 44.3K engagements "The $225M raise should help them work without a token quite nicely. And the amount of VC money is likely to end up in a max extractable launch so it is legitimate that people are wary of the project launch setup. Does not undermine the tech and potential though but the token will likely have a bad trajectory" [X Link](https://x.com/eldarcap/status/1975846252668489796) [@eldarcap](/creator/x/eldarcap) 2025-10-08T08:50Z 1679 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 1681 followers, 2073 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 1681 followers, XXX engagements "@crypto_condom Instead of losing their principal people will forfeit they yield potential in a new hype cycle. Beneficial for $OHM but not for top buyers. People shilling it are trying to front run this until the spread between backing and market price is too large" [X Link](https://x.com/eldarcap/status/1977664715150274814) [@eldarcap](/creator/x/eldarcap) 2025-10-13T09:16Z 1678 followers, XXX engagements "I have to admit that @SiloFinance $SILO looks quite cheap at this price. Remains to be seen how much of that $458M TVL is sticky after the different incentive rewards dry out. Its model is similar to @MorphoLabs so it has quite the competition. Hopefully it has some features up its sleeve that could help it differentiate" [X Link](https://x.com/eldarcap/status/1968010620864786647) [@eldarcap](/creator/x/eldarcap) 2025-09-16T17:54Z 1678 followers, XXX 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 1681 followers, 18.1K engagements "I think the key would be to use non pegged decentralized and diversified backing stablecoin. Akin to $OHM but with other endgoal and backing. $NOVA could actually be the basis of such a currency as well given I suppose it is based on Olympus smart contract in the back But the objective is not the same from what I grasp" [X Link](https://x.com/eldarcap/status/1968299612072005882) [@eldarcap](/creator/x/eldarcap) 2025-09-17T13:02Z 1678 followers, XXX engagements "The race is on on @PlasmaFDN for the major lending protocols @aave -- @0xfluid -- @eulerfinance Aave seems to have brokered a nice $WXPL incentives program which coupled with its lindyness has already amassed more than $631.74M in $USDT borrow. Fluid and Euler are trying to carve a niche spot there as well. It seems that @MorphoLabs is absent from the arena strangely enough" [X Link](https://x.com/eldarcap/status/1971227409937502513) [@eldarcap](/creator/x/eldarcap) 2025-09-25T14:56Z 1681 followers, XXX engagements "I agree that the $YB token is pointless (or rather it is pure extraction farming) and it should have been a Curve product solely. That is my core point as well. But I am assuming that @CurveFinance $veCRV takes the normal cut from the underlying Curve pool. Which is better than nothing. And it also brings liquidity with some $BTC assets (and later on $ETH) which is good if the $crvUSD is used as a main stablecoin to exchange. But the question is are those gains worth the risk undertaken and the value freely give to the extractive $YB scheme" [X Link](https://x.com/eldarcap/status/1978500336923881552) [@eldarcap](/creator/x/eldarcap) 2025-10-15T16:36Z 1681 followers, XXX engagements "Yes that is exactly my point especially since in this case there is no good rationale for having a separate protocol for @yieldbasis feature. In should be @CurveFinance in house given it take the risk and the accrued fees not used for liquidity incentives should go to $CRV or to staked $crvUSD. One token one revenue accrual" [X Link](https://x.com/eldarcap/status/1958473379503112562) [@eldarcap](/creator/x/eldarcap) 2025-08-21T10:16Z 1678 followers, 1421 engagements "@SkyEcosystem Why arent $SKY rewards shown here Simply compute the price market at the time the emission. Would give a clearer picture" [X Link](https://x.com/eldarcap/status/1975914921897652264) [@eldarcap](/creator/x/eldarcap) 2025-10-08T13:23Z 1680 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 1683 followers, 8509 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 1683 followers, 1071 engagements "I dont really see why go all this length to support a specific treatment for $SKY as collateral. Why not treat it like any other collateral with an extra risk constraint due to circular dependency. I dont really understand what it brings long term to the protocol to encourage borrowing against $SKY other than for large insider holder to be able to take huge loan" [X Link](https://x.com/eldarcap/status/1978119885013074299) [@eldarcap](/creator/x/eldarcap) 2025-10-14T15:25Z 1679 followers, XXX 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 1682 followers, XXX 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 1683 followers, 3414 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 1683 followers, 1760 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 1683 followers, 1984 engagements "You may have noticed that $INV repriced since the bad debt eradication and it held quite well during this bit of a choppy top. $DOLA is now a more than $130M supply stablecoin growing day by day organically without token incentive or unsustainable token farming. $sDOLA yield top of the market rate without more risk or lockup. I am obviously biased as a long term bag holder but the play is simple. Buy some $INV and move part of your stablecoin reserve into sDOLA to boost the supply while earning above market rate. Then profit in a few years. NFA obviously" [X Link](https://x.com/eldarcap/status/1962836248290107453) [@eldarcap](/creator/x/eldarcap) 2025-09-02T11:13Z 1681 followers, 1173 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 1683 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
[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.]
Eldar posts on X about token, $fluid, long term, crvusd the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence cryptocurrencies XXXX% finance XXX% exchanges XXXX% stocks XXXX% technology brands XXXX% currencies XXXX%
Social topic influence token 1.79%, $fluid #13, long term #1216, crvusd #19, protocol 1.08%, $crvusd #6, $crv #88, $1b #300, money 0.72%, $gho #3
Top accounts mentioned or mentioned by @inversefinance @aave @synthetixio @eulerfinance @curvefinance @skyecosystem @morpholabs @basedscarf @ethenalabs @gmxio @lineabuild @0xfluid @fraxfinance @circle @spectrafinance @consensys @avax @pendlefi @arbitrum @gearboxprotocol
Top assets mentioned Fluid (FLUID) crvUSD (CRVUSD) Curve DAO Token (CRV) GHO (GHO) Olympus (OHM) YieldBasis (YB) Avalanche (AVAX) Euler (EUL) Synthetix (SNX) PayPal USD (PYUSD) Kamino (KMNO) Skycoin (SKY) Frax USD (FRXUSD) Gearbox Protocol (GEAR) Gyroscope GYD (GYD) Sable Coin (USDS) sUSDS (SUSDS) sUSD (Optimism) (SUSD) GMX (GMX) Aave (AAVE) Tether (USDT) Bitcoin (BTC) Ethereum (ETH) Frax (FRAX) Inverse Finance (INV) DOLA (DOLA)
Top posts by engagements in the last XX hours
"The $GEAR token looks quite good at this level and with the high pace of development from the team. Tempted to allocate a bit more but I got burned on it so much already (I round triped hard) that I have cold feet. Somebody has some special insight to tip me in the buy direction"
X Link @eldarcap 2025-08-12T20:16Z 1681 followers, 1317 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 1683 followers, XXX engagements
"You have to account for the borrowing cost in your thought examples. Also it seems this could be done by any stablecoin though. Nothing prevent $GHO or other more liquid stablecoin to do this if it was this useful no You should look into @GyroStable protocol which is trying to position its stablecoin $GYD as this intermediary via its custom DEX curve"
X Link @eldarcap 2025-09-18T19:59Z 1679 followers, XXX 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 1683 followers, XXX engagements
"The problem with the Star agent system of @SkyEcosystem is that it is mostly geared toward solving efficient allocation of supply but not to create new demand for $USDS. It is somehow optimizing the return on reserve so that ideally the $sUSDS yield is optimized. This is the primary demand source for $USDS but it is not enough to thrive beyond. Issuers need distribution partnership in order to enshrine their stablecoin into DeFi & CeDeFi and bootstrap organic demand snowball effect. I dont think the Star agent sytem is optimizing for this. It allocate for the most part $USDC reserve which"
X Link @eldarcap 2025-10-02T21:03Z 1681 followers, XXX engagements
"Now the question is when $FLUID as collateral so I can (reasonably) leverage long my bag"
X Link @eldarcap 2025-10-01T18:36Z 1683 followers, 1491 engagements
"Potentially @SiloFinance. @avax is now their biggest instance and $SILO trades at a low valuation. If course we will see when incentives dry out what is left of this. But it could underpin avalanche lending alongside @aave and @eulerfinance. That is also why I think @0xfluid is missing an opportunity with $AVAX. It is a long term winning alt L1. The big RWA wave coming on it will make sure of this"
X Link @eldarcap 2025-10-07T15:29Z 1681 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 1681 followers, 8894 engagements
"Interesting. By @aave $GHO having technically no legal obligation to redeem the stablecoin GHO escape the regulatory constraint of GENIUS. It doesnt qualify as a payment stablecoin and thus is not prohibited to be used in the US or need the 1:1 cash reserve requirement. So basically can act as a payment stablecoin offer yield and all without constraints. But also without some guarantees that applies to official payment stablecoin"
X Link @eldarcap 2025-09-12T09:18Z 1680 followers, 1380 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 1679 followers, 1693 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 1681 followers, XXX engagements
"Looks like $SNX will repeg to $X faster than $sUSD. Make this market make sense"
X Link @eldarcap 2025-09-26T14:51Z 1680 followers, XXX engagements
"If it isnt that good old $EUL here"
X Link @eldarcap 2025-10-13T11:10Z 1681 followers, XXX engagements
"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 1681 followers, 44.3K engagements
"The $225M raise should help them work without a token quite nicely. And the amount of VC money is likely to end up in a max extractable launch so it is legitimate that people are wary of the project launch setup. Does not undermine the tech and potential though but the token will likely have a bad trajectory"
X Link @eldarcap 2025-10-08T08:50Z 1679 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 1681 followers, 2073 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 1681 followers, XXX engagements
"@crypto_condom Instead of losing their principal people will forfeit they yield potential in a new hype cycle. Beneficial for $OHM but not for top buyers. People shilling it are trying to front run this until the spread between backing and market price is too large"
X Link @eldarcap 2025-10-13T09:16Z 1678 followers, XXX engagements
"I have to admit that @SiloFinance $SILO looks quite cheap at this price. Remains to be seen how much of that $458M TVL is sticky after the different incentive rewards dry out. Its model is similar to @MorphoLabs so it has quite the competition. Hopefully it has some features up its sleeve that could help it differentiate"
X Link @eldarcap 2025-09-16T17:54Z 1678 followers, XXX 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 1681 followers, 18.1K engagements
"I think the key would be to use non pegged decentralized and diversified backing stablecoin. Akin to $OHM but with other endgoal and backing. $NOVA could actually be the basis of such a currency as well given I suppose it is based on Olympus smart contract in the back But the objective is not the same from what I grasp"
X Link @eldarcap 2025-09-17T13:02Z 1678 followers, XXX engagements
"The race is on on @PlasmaFDN for the major lending protocols @aave -- @0xfluid -- @eulerfinance Aave seems to have brokered a nice $WXPL incentives program which coupled with its lindyness has already amassed more than $631.74M in $USDT borrow. Fluid and Euler are trying to carve a niche spot there as well. It seems that @MorphoLabs is absent from the arena strangely enough"
X Link @eldarcap 2025-09-25T14:56Z 1681 followers, XXX engagements
"I agree that the $YB token is pointless (or rather it is pure extraction farming) and it should have been a Curve product solely. That is my core point as well. But I am assuming that @CurveFinance $veCRV takes the normal cut from the underlying Curve pool. Which is better than nothing. And it also brings liquidity with some $BTC assets (and later on $ETH) which is good if the $crvUSD is used as a main stablecoin to exchange. But the question is are those gains worth the risk undertaken and the value freely give to the extractive $YB scheme"
X Link @eldarcap 2025-10-15T16:36Z 1681 followers, XXX engagements
"Yes that is exactly my point especially since in this case there is no good rationale for having a separate protocol for @yieldbasis feature. In should be @CurveFinance in house given it take the risk and the accrued fees not used for liquidity incentives should go to $CRV or to staked $crvUSD. One token one revenue accrual"
X Link @eldarcap 2025-08-21T10:16Z 1678 followers, 1421 engagements
"@SkyEcosystem Why arent $SKY rewards shown here Simply compute the price market at the time the emission. Would give a clearer picture"
X Link @eldarcap 2025-10-08T13:23Z 1680 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 1683 followers, 8509 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 1683 followers, 1071 engagements
"I dont really see why go all this length to support a specific treatment for $SKY as collateral. Why not treat it like any other collateral with an extra risk constraint due to circular dependency. I dont really understand what it brings long term to the protocol to encourage borrowing against $SKY other than for large insider holder to be able to take huge loan"
X Link @eldarcap 2025-10-14T15:25Z 1679 followers, XXX engagements
"@samkazemian Arent you supposed to be hyping up $frxUSD"
X Link @eldarcap 2025-10-13T09:40Z 1682 followers, XXX 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 1683 followers, 3414 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 1683 followers, 1760 engagements
"So $FLUID valuation above $1B before the end of year Or is that Fud"
X Link @eldarcap 2025-10-03T12:26Z 1683 followers, 1984 engagements
"You may have noticed that $INV repriced since the bad debt eradication and it held quite well during this bit of a choppy top. $DOLA is now a more than $130M supply stablecoin growing day by day organically without token incentive or unsustainable token farming. $sDOLA yield top of the market rate without more risk or lockup. I am obviously biased as a long term bag holder but the play is simple. Buy some $INV and move part of your stablecoin reserve into sDOLA to boost the supply while earning above market rate. Then profit in a few years. NFA obviously"
X Link @eldarcap 2025-09-02T11:13Z 1681 followers, 1173 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 1683 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
/creator/x::eldarcap