[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.] #  @phtevenstrong Stephen | DeFi Dojo There's been a focus on transparency and risk management in DeFi, with several protocols showcasing their exposure and assets, such as Infinifi and Noon Capital. Some users are discussing opportunities for yield farming and looping, including with protocols like Pendle, Euler, and Reservoir. Additionally, there are conversations about the importance of governance, risk mitigation, and solvency attestations in DeFi protocols. ### Engagements: XXXXXX [#](/creator/twitter::330533467/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX +20% ### Mentions: XX [#](/creator/twitter::330533467/posts_active)  - X Week XXX -XX% - X Month XXX +1.80% - X Months XXXXX +8.40% - X Year XXXXX +127% ### Followers: XXXXXXX [#](/creator/twitter::330533467/followers)  - X Week XXXXXXX +0.08% - X Month XXXXXXX +0.51% - X Months XXXXXXX +6.80% - X Year XXXXXXX +17% ### CreatorRank: XXXXXXX [#](/creator/twitter::330533467/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #4709 [cryptocurrencies](/list/cryptocurrencies) #1099 [exchanges](/list/exchanges) XXX% [countries](/list/countries) XXX% **Social topic influence** [defi](/topic/defi) #42, [solana](/topic/solana) #371, [monad](/topic/monad) #90, [liquidity](/topic/liquidity) #2287, [math](/topic/math) #389, [usdc](/topic/usdc) #727, [$50m](/topic/$50m) 2.7%, [if you](/topic/if-you) 2.7%, [etherfi](/topic/etherfi) 2.7%, [money](/topic/money) XXX% **Top accounts mentioned or mentioned by** [@pendlefi](/creator/undefined) [@aave](/creator/undefined) [@bechamle](/creator/undefined) [@neutrl](/creator/undefined) [@reservoirxyz](/creator/undefined) [@monad](/creator/undefined) [@maplefinance](/creator/undefined) [@infinifi](/creator/undefined) [@solsticefi](/creator/undefined) [@kamino](/creator/undefined) [@3janexyz](/creator/undefined) [@panterafii](/creator/undefined) [@resolvlabs](/creator/undefined) [@liquityprotocol](/creator/undefined) [@midasrwa](/creator/undefined) [@morpholabs](/creator/undefined) [@solana](/creator/undefined) [@curvance](/creator/undefined) [@brave_raf](/creator/undefined) [@silofinance](/creator/undefined) **Top assets mentioned** [Solana (SOL)](/topic/solana) [Monad (MON)](/topic/monad) [USDC (USDC)](/topic/usdc) [Kamino (KMNO)](/topic/kamino) [Resolv RLP (RLP)](/topic/$rlp) [Layerzero (ZRO)](/topic/layerzero) [Celo Dollar (CUSD)](/topic/$cusd) [Chainlink (LINK)](/topic/chainlink) [Eigenlayer (EIGEN)](/topic/$eigen) [Ethereum (ETH)](/topic/$eth) [The Pink Panther (PRIME)](/topic/$prime) ### Top Social Posts Top posts by engagements in the last XX hours "The sons of guns did it: @maplefinance is now on @aave. GRANTED the cap is hit so you can't collateralize anymore syrupUSDT right now but it's great to see them on there" [X Link](https://x.com/phtevenstrong/status/1996414033596129722) 2025-12-04T02:59Z 118.1K followers, 26.4K engagements "I just noticed @maplefinance also launched on @aave on @Plasma AND there's actually still 13M syrupUSDT of room to deposit there" [X Link](https://x.com/phtevenstrong/status/1996601851475542232) 2025-12-04T15:25Z 118.1K followers, 14K engagements "Why I'm so bullish on Christianity: First I compared secular / non-secular market data. Virtually all major indicators showing the Long Religion/Short Secular pair trade as one of the best this century: X. +4% single-year ROI in mental health gains for weekly churchgoers vs -XX% decline for non-churchgoers. X. Highly religious traditional marriages sill best play in long term satisfaction market. X. The young flourishing demographic biased "very religious". This indicates adult bullish-flourishing correlation" [X Link](https://x.com/phtevenstrong/status/1786507381188248034) 2024-05-03T21:25Z 118.1K followers, 403.4K engagements "There's a fixed number of points per hour in @infiniFi's S2. That means if we can accurately estimate the duration of this mini campaign we can get the exact number of points. LET'S DO SOME MATH TOTAL POINTS: If there are X weeks in this mini season (estimated to run until TGE) that would be 3.02M points in total since there are 2000 points being emitted daily. VALUING FDV: This is a crucial piece of the puzzle that's nearly impossible to get right. Resolv recently launched at 1:2 and Reservoir launched at nearly 1:1 granted they may have lost that ratio in the following weeks but launch" [X Link](https://x.com/phtevenstrong/status/1998890684393160856) 2025-12-10T23:00Z 118.1K followers, 17.6K engagements "When prices rise yield follows. Bookmark for reference 🚨BEST STABLECOIN YIELDS ISSUE #12🚨" [X Link](https://x.com/phtevenstrong/status/1944943982104215871) 2025-07-15T02:15Z 118K followers, 28K engagements "⛩NEW DOJO POD⛩ What's good on HyperEVM What is @boros_fi Looking at @liminalmoney Valuing @0xHyperBeat airdrop @infiniFi_ J-Curve Event @LiquityProtocol Forks @avax incentives on @eulerfinance @MeteoraAG LPs still good $RLP spicy again and more" [X Link](https://x.com/phtevenstrong/status/1955328228198936897) 2025-08-12T17:59Z 118K followers, 9750 engagements "I had the chance to speak to @strata_money today. What they're building is pretty cool. They're splitting assets like sUSDe HLP mMEV etc into senior and junior tranche derivatives. Senior: Lower yield principal protected Junior: Higher yield takes on first losses" [X Link](https://x.com/phtevenstrong/status/1975377337387475306) 2025-10-07T01:47Z 118.1K followers, 12.2K engagements "So is @yalaorg an actual rug The team is at least partially doxxed and even with an $8M whole $YU would be remarkably over-collateralized. But from what I'm hearing BTC collateralizers are unable to pay off loans and withdraw. YBTC liquidity is gone and this would be the asset that needs to be able to be redeemed for WBTC or actual BTC in order to show signs of liveliness. FWIW on Nov 3rd a user withdrew XXX BTC while burning 33M $YU and that was seemingly the last big transaction before it exploded" [X Link](https://x.com/phtevenstrong/status/1990433990981963967) 2025-11-17T14:56Z 118.1K followers, 20.2K engagements "People don't appreciate how robust the backing of cUSD from @capmoney_ is. $cUSD is backed by lent USDC ($230M of it). Of that 230M USDC only 14M is lent out to Operators (6% of the total USDC) the other XX% is lent on Aave. For that X% lent to operators (14M) there's $50M collateral backing it. That means the loans are 3.4x over-collateralized. And all that collateral is LBTC WBTC and wstETH fully verifiable on chain. BUT it really isn't enough to just trust the math you also have to trust the smart contracts. So let's look at the lineup there ➢ @CertoraInc (#1 in Formal Verification) ➢" [X Link](https://x.com/phtevenstrong/status/1990800094497841415) 2025-11-18T15:11Z 118K followers, 16.8K engagements "Update on @solsticefi: We're now at 37b flares which is 1.67b new flares per day. If S1 ends in February (hopefully a late estimate) that would put us around 180b total. If TVL keeps increasing so will daily flares so I think 200b is reasonable by then. If my math is about right that means @ExponentFinance is valuing the FDV around $50M (1/6th the TVL). If you believe it will launch above that (or sooner than Feb 21st) then the YTs would be a buy" [X Link](https://x.com/phtevenstrong/status/1994977046208840066) 2025-11-30T03:49Z 118.1K followers, 24.4K engagements "EtherFi's campaigns continue to make it the best crypto card on the market. This campaign gives XX% cashback for XX days to both the referrer and referee. Use this code:" [X Link](https://x.com/phtevenstrong/status/1995560614752911368) 2025-12-01T18:28Z 118K followers, 4709 engagements "I briefly got excited about muBOND because there's an XX% APR LP on Merkl paired with AUSD for it. But then the Dojo lads informed me that muBOND has nothing to do with tbills and is actually just a junior tranche for Chinese private credit. Oof" [X Link](https://x.com/phtevenstrong/status/1995706132082405449) 2025-12-02T04:06Z 118K followers, 8286 engagements "Well if AUSD can get enough lindy and then have enough sustained liquidity for low borrow rates then any yield bearing stable that ports over and becomes collateral will have high demand. I don't know if Agora has the ability to source that kind of deep capital for lendside liquidity but using that or some network of SLPs (special liquidity providers) would be necessary imo. The chain is fast though" [X Link](https://x.com/phtevenstrong/status/1995708865988399125) 2025-12-02T04:17Z 118K followers, XX engagements "Lads I've got laryngitis. NEVERTHELESS I made a video imploring you to sign up for the XX days of Christmas campaign for EtherFi. Listen to my painfully scratchy voice explain why I love EtherFi campaigns:" [X Link](https://x.com/phtevenstrong/status/1996978551455662448) 2025-12-05T16:22Z 118K followers, 6615 engagements "Note: Cash Card Maxi EtherFi Ambassador" [X Link](https://x.com/phtevenstrong/status/1996978553494094178) 2025-12-05T16:22Z 118K followers, 1702 engagements "@D2_Finance @HyperliquidX Please make it easier to audit your returns I look at XXX protocols a day I don't want to get knees deep in contracts to prove solvency Then I will say more nice things about you" [X Link](https://x.com/phtevenstrong/status/1998584137125605449) 2025-12-10T02:42Z 118.1K followers, XXX engagements "@Catto_Man_ @kamino @pendle_fi @chainlink @solana Oh that is neat thanks for the tag" [X Link](https://x.com/phtevenstrong/status/1999138484771070267) 2025-12-11T15:25Z 118.1K followers, XX engagements "This is the use case for Liquity V2 forks that I was hoping to see. I.E. minting stables against yield bearing stables where minted stable has robust enough PSM to maintain peg. Here you can mint at a X% borrow rate against X% yielding stables" [X Link](https://x.com/phtevenstrong/status/1952443609544077559) 2025-08-04T18:56Z 118.1K followers, 23.1K engagements "Quick rundown of top @pendle_fi PTs and what they actual have under the hood. mFARM (DON'T BUY THESE PTs) This is a @MidasRWA vault curated by @FarmCapitalXYZ it has an insanely high APY because mFARM took an NAV hit during the sUSDX fallout on Silo. The good: the Farm team covered half of the bad debt but the rest was taken out of the mFARM backing. The bad: because the exchange rate is X% below the watermark rate it will redeem with a X% haircut. That means the real IY here is virtually nothing. Yu (DON'T BUY THESE EITHER) It's still unclear if @yalaorg just rugged investors / users /" [X Link](https://x.com/phtevenstrong/status/1995550115151712664) 2025-12-01T17:46Z 118.1K followers, 21.7K engagements "I met a BD going to a conference she was super happy exited for the conference etc. I saw her a few other times during the conference crowded by guys. In the airport leaving the conference she sat down at my table (I was grabbing a bite since the flight was delayed) and she started crying. She told me she ended up cheating on her husband she also had a young girl at home. Conferences are rough for women" [X Link](https://x.com/phtevenstrong/status/1997338037429162395) 2025-12-06T16:11Z 118.1K followers, 420.3K engagements "There's always money in the @infiniFi stand. The lads are doing a campaign with @pendle_fi right now where points are even higher than usual. Could be a good opportunity to snag a PT if IY increases. Either way getting 7-10% APY with a conservative risk exposure and the ability to choose when you want to exit is nice" [X Link](https://x.com/phtevenstrong/status/1998120153259688080) 2025-12-08T19:59Z 118.1K followers, 4310 engagements "While most EVM folks are fairly used to this from playing with Pendle YTs for years I can understand why some @solana lads may not yet understand why their @ExponentFinance YTs are down. You have to remember buying the YT means you're effectively renting the yield. As you get closer to the expiration date it gets cheaper to rent the yield because there are fewer days of yield to rent. But because you're renting the yield you receive the real yield while paying the rent. Ideally you're being paid more in yield than you're paying in rent. At expiration the YTs are worthless because there are no" [X Link](https://x.com/phtevenstrong/status/1999214599237959903) 2025-12-11T20:27Z 118.1K followers, 10.9K engagements "No affiliation but XX% APR for depositing AUSD onto the earnAUSD market on Curvance. I imagine these will get diluted quickly but if you're on Monad anyways it's a nice opportunity. Hopefully this pushes borrow costs down to near nothing again" [X Link](https://x.com/phtevenstrong/status/1999194616722071994) 2025-12-11T19:08Z 118.1K followers, 11.3K engagements "@Bechamle @aave Exactly right. I know people who were in this strategy for years then one week of horrendous rates hits and many people were willing to take a multi-year loss (small but not insubstantial) to exit during FUD rather than wait a week" [X Link](https://x.com/phtevenstrong/status/1999560955898798383) 2025-12-12T19:24Z 118.1K followers, XXX engagements "@Bechamle @aave There aren't that many LST/LRT options on Aave which is where the deepest / most-predictable liquidity is" [X Link](https://x.com/phtevenstrong/status/1999563624747082060) 2025-12-12T19:34Z 118.1K followers, XXX engagements "THE FUTURE OF $EIGEN YIELD: First estimated staking APR: @eigenlayer is going to distribute X% of the total EIGEN supply over XX months weekly. There are 1.68BN EIGEN tokens. X% of that would be 16800000 tokens yearly. That's 32.3K weekly FWIW Currently 95M tokens are staked 16.8M/95M = XXXXX% CURRENT APR for restaked EIGEN Next liquid staked EIGEN: Both @ether_fi and @RenzoProtocol have launched liquid staked EIGEN derivatives eEIGEN and ezEIGEN respectively. Each of these not only generates the XX% eigen APR intrinsically but also qualifies for things like @veda_labs points Renzo points and" [X Link](https://x.com/phtevenstrong/status/1841688470437179800) 2024-10-03T03:55Z 118.1K followers, 35.9K engagements "Can't stop won't stop. 🚨TOP FIVE 20%+ APY STABLE FARMS🚨 CBB has some size so I'll try to find some good ones. 🧵👇" [X Link](https://x.com/phtevenstrong/status/1979031475199553700) 2025-10-17T03:47Z 118.1K followers, 57K engagements "If the top XXXXX% gave all their taxable income ($200b) to the 36M impoverished Americans each person would only get $5500 and still be impoverished HOWEVER if those billionaires yeeted that same $200b into ETH ETH price would pump to $1M & we'd all be rich Think about it" [X Link](https://x.com/phtevenstrong/status/1995928999587966979) 2025-12-02T18:52Z 118.1K followers, 4235 engagements "xHYPE is one of those strangely named assets that actually behaves like a stablecoin in spite of its name. It's a wrapped version of a delta neutral strategy on @liminalmoney. So it's semi-similar to a wstUSR or sUSDe" [X Link](https://x.com/phtevenstrong/status/1996289399370469866) 2025-12-03T18:44Z 118.1K followers, 13.1K engagements "What's a reasonable FDV for @solsticefi" [X Link](https://x.com/phtevenstrong/status/1996983604371411273) 2025-12-05T16:42Z 118.1K followers, 15.1K engagements "@Neutrl APYs are live Last week they were at XX% APY; this week they're at XX% APY. Now there is a 30-day unstaking period with no yield so do keep that in mind. But you can also snag the sNUSD PTs on @pendle_fi and lock in XX% if you'd like" [X Link](https://x.com/phtevenstrong/status/1998120134817325284) 2025-12-08T19:58Z 118.1K followers, 1410 engagements "If you're borrowing against bluechips probably check out @monad and @Morpho Still negative borrow rates" [X Link](https://x.com/phtevenstrong/status/1998120156711600210) 2025-12-08T19:59Z 118.1K followers, 1401 engagements "I post this math periodically but borrow rates are super low on @aave at the moment and I haven't mentioned an $ETH yield in forever. SO here's the math on the best long-term ETH yield of the past few years: TL;DR: XX% APR on weETH with near infinite sizing The strategy is fairly simple: ➢ Max leverage @ether_fi's weETH on Aave Why weETH Because it gets X% APY instead of just the XXX% base staking APR. The maxLTV for weETH in E-Mode is 93%. XX% means we can get over 14x leverage on weETH. The math for that is fairly simple. ➢ Max Leverage = X / (1-maxLTV) XXXXX = X / (1 - 0.93) Then to get" [X Link](https://x.com/phtevenstrong/status/1999545965737357361) 2025-12-12T18:24Z 118.1K followers, 17.6K engagements "Risk of RWA Assets Ranked (from safest to riskiest) X. TBills: X% X. Agency MBS: X% X. Non U.S. BBB+ Sovereign Bonds (Hedged): X% X. Non-Agency MBS (IG): X% X. HELOCs (IG): X% X. Corporate Bonds (IG): X% X. CLO (Sr/Mezz): X% X. Private Credit: XX% X. CLO (Jr/Equity): 14%-16%" [X Link](https://x.com/phtevenstrong/status/1999607438975050142) 2025-12-12T22:28Z 118.1K followers, 7129 engagements "4) @avantprotocol on @avax Look guys I finally tagged the right one Hat tip to the avant lads for having a senior tranche doing over 20%. You can leverage on Euler for insane APR. But to just break XX% and not expose yourself to leverage this is pretty spicy" [X Link](https://x.com/phtevenstrong/status/1979031485169406030) 2025-10-17T03:47Z 118.1K followers, 4406 engagements "Neutrl @pendle_fi markets just launched $31M in day X liquidity XX% Fixed APR XX Days Until Expiry YTs get 50x Points Reminder: Neutrl has a proof of solvency dashboard" [X Link](https://x.com/phtevenstrong/status/1992952030973849601) 2025-11-24T13:42Z 118.1K followers, 23.5K engagements "Monad Incentives Best Solana Yields Pendle Markets and when YTs go wrong Curve Delta Neutral Plays Yieldbasis update The king (ETH LST looping) is back AND MORE Come watch now" [X Link](https://x.com/phtevenstrong/status/1995859080012075081) 2025-12-02T14:14Z 118.1K followers, 4508 engagements "Since we're on Solana. @maplefinance at XX% APR with 7M available to borrow" [X Link](https://x.com/phtevenstrong/status/1998120149958742471) 2025-12-08T19:59Z 118.1K followers, 1284 engagements "@Mepslol @Neutrl It should be X not X you're right; great catch" [X Link](https://x.com/phtevenstrong/status/1999191962646147362) 2025-12-11T18:58Z 118.1K followers, XXX engagements "5) @pendle_fi obviously. I don't typically do short-dated PTs but I'm learning to love them. @gaib_ai's AIDaUSDC is nice. The cap is hit but you can buy a fair amount around peg. XX% actual APR at 100K deposit just yeeting USDC into the pendle market direct (1% ROI)" [X Link](https://x.com/phtevenstrong/status/1979031487820255722) 2025-10-17T03:47Z 118.1K followers, 7383 engagements "Well lads it's week X of the @merkl_xyz rewards on @monad. In my opinion it's still the best place to farm ecosystem incentives. It's not even close. Here's a quick breakdown of what I'm seeing (but be warned its a lot of @withAUSD): ➢ @upshift_fi earnAUSD: XX% APR This is getting XX% APR at 21M TVL probably the best bang for most people's buck. The underlying strategy is (as of right now) just partial exposure to savingsAUSD which is literally just TBILL yield also on Upshift. NOW the exposure could change and if it starts being a lending aggregator for all sorts of exotic collateral then" [X Link](https://x.com/phtevenstrong/status/1995687154303807965) 2025-12-02T02:51Z 118.1K followers, 28.4K engagements "What is Private Credit and why does it matter for Stablecoin Farmers Yesterday we saw mF-ONE (@MidasRWA vault curated by @FasanaraDigital) drawdown by 2%. That is actually an expected feature of Private Credit. Private Credit is typically unsecured lending to institutions. This means there isn't always liquidatable collateral backing the loans. So if a loan defaults there will likely be a negative ROI on the underlying private credit investment vehicle. Another example of this is @WisdomTreeFunds's $CRDYX which has had a -XXXX% 1mo return. See also Gapstow at -XXXX% 1mo. Now mF-ONE is still" [X Link](https://x.com/phtevenstrong/status/1996993640149766295) 2025-12-05T17:22Z 118.1K followers, 18K engagements "@theweb3jess True story the worst part was it was a Comsmos ecosystem conference" [X Link](https://x.com/phtevenstrong/status/1997392931766907098) 2025-12-06T19:49Z 118.1K followers, 38.8K engagements "Things still worth farming: Dec 8th 2025 Yields are drying up but there are a few farms out there still pushing double digits on stablecoins and maybe one or two hidden gems. Let's look 🧵👇" [X Link](https://x.com/phtevenstrong/status/1998120131512148459) 2025-12-08T19:58Z 118.1K followers, 9154 engagements "@monad incentives These are winding down a bit but there is still $70K in incentives going out daily. Notable mentions: ➢ @upshift_fi EarnAUSD: XX% APY ➢ @GearboxProtocol USDC Lending: XX% APY ➢ EarnAUSD/AUSD Uniswap LP: XX% APY ➢ @Curvance EarnAUSD Collateral: XX% APY You can get cute and try to leverage the stablecoin curve LP on Gearbox but I always recommend avoiding auto-leveraging when possible and cheat looping when possible so you can exit without big swaps/slippage when you need to" [X Link](https://x.com/phtevenstrong/status/1998120138806104193) 2025-12-08T19:58Z 118.1K followers, 2720 engagements "@plumenetwork 🤝 @NestCredit This $2.1M campaign is still ongoing. It's currently incentivizing 40M of TVL This averages a +5% ROI over the 4-month campaign (+15% APR if you annualize) Granted you take a XX% haircut if you claim your rewards immediately in March. Conversely you can vest over 6mo for the full reward. I like nBASIS personally" [X Link](https://x.com/phtevenstrong/status/1998120142715187529) 2025-12-08T19:58Z 118.1K followers, 1392 engagements "In the quick march towards the tradfiification of defi RWAs are popping up everywhere. One of the newest is $PRIME by @FigureMarkets. AFAIK PRIME is backed by HELOCs which are much more secure than private credit (as a rule of thumb). Currently loopable/leveragable on @kamino. NOTE: While HELOCs may be relatively low risk and while Figure attestation dashboard is solid this is still defi and it's hard to underwrite Hastra's minting contracts and all the other unknowns. Please be mindful" [X Link](https://x.com/phtevenstrong/status/1998120146431352867) 2025-12-08T19:59Z 118.1K followers, 1529 engagements "You shouldn't trust an ambassador that doesn't farm his own partners' YTs" [X Link](https://x.com/phtevenstrong/status/1998505998533984710) 2025-12-09T21:32Z 118.1K followers, 27.4K engagements "Then wrap it and turn it into a vault. Does the profile beat CLOs Private Credit HELOCs Developing Nation Sovereign Bonds Surely someone is building this" [X Link](https://x.com/phtevenstrong/status/1998510597290266847) 2025-12-09T21:50Z 118.1K followers, 7121 engagements "I just bought some more sNUSD YTs because Pendle is showing the wrong underlying yield and it's pushing IY down. @Neutrl is actually yielding XX% APY but is showing X% APY because Neutrl just changed how they distribute yield. Previously they were distributing the prior week's yield in one 8-hour blast once weekly. Now they're distributing the previous week's yield over a 7-day period (which is fairly industry-standard). But because Pendle hasn't accounted for this change yet the "Underlying Yield" looks super low despite being actually fairly high. The low UY on the UI made the IY go down." [X Link](https://x.com/phtevenstrong/status/1999169717152432464) 2025-12-11T17:29Z 118.1K followers, 9711 engagements "LOVE 👏 TO 👏 SEE 👏 IT Solstice now has a proof of solvency dashboard. Starting with 2-week solvency proofs / attestations from @AccountableData but likely moving towards real-time solvency proving soon" [X Link](https://x.com/phtevenstrong/status/1999205015341187368) 2025-12-11T19:49Z 118.1K followers, 12.8K engagements ""Sure my $200M raise valuation might seem high but consider this."" [X Link](https://x.com/phtevenstrong/status/1999216718598541578) 2025-12-11T20:36Z 118.1K followers, 8473 engagements "@Bechamle @aave Oh dang I didn't realize Aave actually has a lot of ETH options. Yeah you definitely could diversify your LRT/LST collateral but that also means you have multiple points of failure. Double edged sword etc. Just make sure they're all fundamental or NAV oracles" [X Link](https://x.com/phtevenstrong/status/1999566636953514441) 2025-12-12T19:46Z 118.1K followers, XXX engagements "@Bechamle @aave You were In a world of AI slop comments I appreciate the chance to talk defi with an actual person" [X Link](https://x.com/phtevenstrong/status/1999579816580813273) 2025-12-12T20:39Z 118.1K followers, XXX engagements "There are few cultures in the world that treat their minorities better than the Western world. The West is the least racist culture on Earth and anyone who has traveled the world should know this. If you replace the culture of the West whatever culture becomes dominant whether it be secularism (new Bolshevisms / Communism) or Islam the minority cultures will not be treated as well as they are now. But more to the point are for the replacement of (i.e. ethnic cleansing of) white people in lands where they are the current or native majority" [X Link](https://x.com/phtevenstrong/status/1999671701961945436) 2025-12-13T02:44Z 118.1K followers, XXX engagements "Let me be clear then. Islam is not my scapegoat. Recently I wanted to write specifically on this because I have a very deep fondness for Muslims having met a great number of them throughout my life. I would even say that the God of Islam is the God of Christianity against the beliefs of many of the people of my own faith. And yes I agree that Islam is being used as a scapegoat and that its worst representatives are being elevated to paint the whole of Islam as barbaric and wrongfully so. What I mean to say though is that I believe you should champion Muslims and the brotherhood and fraternity" [X Link](https://x.com/phtevenstrong/status/1999684772205854731) 2025-12-13T03:36Z 118.1K followers, XX engagements "I think @summerfinance_ has it with minimal fees. Also @DeFiSaver maybe but sometimes I hear their fees are high. I typically "cheat loop" but at 14x leverage you'd need a lot of starting capital to do so" [X Link](https://x.com/phtevenstrong/status/1999695467244908855) 2025-12-13T04:18Z 118.1K followers, XX engagements "Also obviously @pendle_fi. It's actually crazy that you can still get XX% fixed rate/date on Pendle even in these market conditions. GRANTED all PTs are not equal. Some assets are way more risky / illiquid than others. So here's what I like (NFA DYOR GLHF): ➢ @3janexyz USD3: XX% IY Why Senior tranche fairly liquid XX days of yield. ➢ @Neutrl sNUSD: XX% IY Why Accountable solvency proofs great underlying APR XX Days ➢ @USDai_Official sUSDai: XX% IY Why 600M TVL protocol XX% TBILL backing XXX days I also like @re's reUSD since it's a basis+tbill asset as well as syzUSD because it's by" [X Link](https://x.com/phtevenstrong/status/1998120160356716712) 2025-12-08T19:59Z 118.1K followers, 11.3K engagements "Given your own social media algorithms what would people in your echo chamber say is the greatest threat to Western Civilization" [X Link](https://x.com/phtevenstrong/status/1998431513809940686) 2025-12-09T16:36Z 118.1K followers, 3826 engagements "It should be difficult for @solsticefi USX YTs (20x) to not be profitable here. They're currently pricing FDV below $50M which feels unreasonable for a Solana native stable with 300M TVL and no concerning vesting cliffs at TGE. I could be wrong but I'm holding YTs" [X Link](https://x.com/phtevenstrong/status/1999208704348975283) 2025-12-11T20:04Z 118.1K followers, 17.7K engagements "@dleer_defi @aave Look out for fees I tend to stay away from autoleverage exactly because you're already playing with thin margins between yield and interest rates that any fees (multiplied by leverage) can sour a good strategy easily" [X Link](https://x.com/phtevenstrong/status/1999695638171386352) 2025-12-13T04:19Z 118.1K 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.]
@phtevenstrong Stephen | DeFi DojoThere's been a focus on transparency and risk management in DeFi, with several protocols showcasing their exposure and assets, such as Infinifi and Noon Capital. Some users are discussing opportunities for yield farming and looping, including with protocols like Pendle, Euler, and Reservoir. Additionally, there are conversations about the importance of governance, risk mitigation, and solvency attestations in DeFi protocols.
Social category influence finance #4709 cryptocurrencies #1099 exchanges XXX% countries XXX%
Social topic influence defi #42, solana #371, monad #90, liquidity #2287, math #389, usdc #727, $50m 2.7%, if you 2.7%, etherfi 2.7%, money XXX%
Top accounts mentioned or mentioned by @pendlefi @aave @bechamle @neutrl @reservoirxyz @monad @maplefinance @infinifi @solsticefi @kamino @3janexyz @panterafii @resolvlabs @liquityprotocol @midasrwa @morpholabs @solana @curvance @brave_raf @silofinance
Top assets mentioned Solana (SOL) Monad (MON) USDC (USDC) Kamino (KMNO) Resolv RLP (RLP) Layerzero (ZRO) Celo Dollar (CUSD) Chainlink (LINK) Eigenlayer (EIGEN) Ethereum (ETH) The Pink Panther (PRIME)
Top posts by engagements in the last XX hours
"The sons of guns did it: @maplefinance is now on @aave. GRANTED the cap is hit so you can't collateralize anymore syrupUSDT right now but it's great to see them on there"
X Link 2025-12-04T02:59Z 118.1K followers, 26.4K engagements
"I just noticed @maplefinance also launched on @aave on @Plasma AND there's actually still 13M syrupUSDT of room to deposit there"
X Link 2025-12-04T15:25Z 118.1K followers, 14K engagements
"Why I'm so bullish on Christianity: First I compared secular / non-secular market data. Virtually all major indicators showing the Long Religion/Short Secular pair trade as one of the best this century: X. +4% single-year ROI in mental health gains for weekly churchgoers vs -XX% decline for non-churchgoers. X. Highly religious traditional marriages sill best play in long term satisfaction market. X. The young flourishing demographic biased "very religious". This indicates adult bullish-flourishing correlation"
X Link 2024-05-03T21:25Z 118.1K followers, 403.4K engagements
"There's a fixed number of points per hour in @infiniFi's S2. That means if we can accurately estimate the duration of this mini campaign we can get the exact number of points. LET'S DO SOME MATH TOTAL POINTS: If there are X weeks in this mini season (estimated to run until TGE) that would be 3.02M points in total since there are 2000 points being emitted daily. VALUING FDV: This is a crucial piece of the puzzle that's nearly impossible to get right. Resolv recently launched at 1:2 and Reservoir launched at nearly 1:1 granted they may have lost that ratio in the following weeks but launch"
X Link 2025-12-10T23:00Z 118.1K followers, 17.6K engagements
"When prices rise yield follows. Bookmark for reference 🚨BEST STABLECOIN YIELDS ISSUE #12🚨"
X Link 2025-07-15T02:15Z 118K followers, 28K engagements
"⛩NEW DOJO POD⛩ What's good on HyperEVM What is @boros_fi Looking at @liminalmoney Valuing @0xHyperBeat airdrop @infiniFi_ J-Curve Event @LiquityProtocol Forks @avax incentives on @eulerfinance @MeteoraAG LPs still good $RLP spicy again and more"
X Link 2025-08-12T17:59Z 118K followers, 9750 engagements
"I had the chance to speak to @strata_money today. What they're building is pretty cool. They're splitting assets like sUSDe HLP mMEV etc into senior and junior tranche derivatives. Senior: Lower yield principal protected Junior: Higher yield takes on first losses"
X Link 2025-10-07T01:47Z 118.1K followers, 12.2K engagements
"So is @yalaorg an actual rug The team is at least partially doxxed and even with an $8M whole $YU would be remarkably over-collateralized. But from what I'm hearing BTC collateralizers are unable to pay off loans and withdraw. YBTC liquidity is gone and this would be the asset that needs to be able to be redeemed for WBTC or actual BTC in order to show signs of liveliness. FWIW on Nov 3rd a user withdrew XXX BTC while burning 33M $YU and that was seemingly the last big transaction before it exploded"
X Link 2025-11-17T14:56Z 118.1K followers, 20.2K engagements
"People don't appreciate how robust the backing of cUSD from @capmoney_ is. $cUSD is backed by lent USDC ($230M of it). Of that 230M USDC only 14M is lent out to Operators (6% of the total USDC) the other XX% is lent on Aave. For that X% lent to operators (14M) there's $50M collateral backing it. That means the loans are 3.4x over-collateralized. And all that collateral is LBTC WBTC and wstETH fully verifiable on chain. BUT it really isn't enough to just trust the math you also have to trust the smart contracts. So let's look at the lineup there ➢ @CertoraInc (#1 in Formal Verification) ➢"
X Link 2025-11-18T15:11Z 118K followers, 16.8K engagements
"Update on @solsticefi: We're now at 37b flares which is 1.67b new flares per day. If S1 ends in February (hopefully a late estimate) that would put us around 180b total. If TVL keeps increasing so will daily flares so I think 200b is reasonable by then. If my math is about right that means @ExponentFinance is valuing the FDV around $50M (1/6th the TVL). If you believe it will launch above that (or sooner than Feb 21st) then the YTs would be a buy"
X Link 2025-11-30T03:49Z 118.1K followers, 24.4K engagements
"EtherFi's campaigns continue to make it the best crypto card on the market. This campaign gives XX% cashback for XX days to both the referrer and referee. Use this code:"
X Link 2025-12-01T18:28Z 118K followers, 4709 engagements
"I briefly got excited about muBOND because there's an XX% APR LP on Merkl paired with AUSD for it. But then the Dojo lads informed me that muBOND has nothing to do with tbills and is actually just a junior tranche for Chinese private credit. Oof"
X Link 2025-12-02T04:06Z 118K followers, 8286 engagements
"Well if AUSD can get enough lindy and then have enough sustained liquidity for low borrow rates then any yield bearing stable that ports over and becomes collateral will have high demand. I don't know if Agora has the ability to source that kind of deep capital for lendside liquidity but using that or some network of SLPs (special liquidity providers) would be necessary imo. The chain is fast though"
X Link 2025-12-02T04:17Z 118K followers, XX engagements
"Lads I've got laryngitis. NEVERTHELESS I made a video imploring you to sign up for the XX days of Christmas campaign for EtherFi. Listen to my painfully scratchy voice explain why I love EtherFi campaigns:"
X Link 2025-12-05T16:22Z 118K followers, 6615 engagements
"Note: Cash Card Maxi EtherFi Ambassador"
X Link 2025-12-05T16:22Z 118K followers, 1702 engagements
"@D2_Finance @HyperliquidX Please make it easier to audit your returns I look at XXX protocols a day I don't want to get knees deep in contracts to prove solvency Then I will say more nice things about you"
X Link 2025-12-10T02:42Z 118.1K followers, XXX engagements
"@Catto_Man_ @kamino @pendle_fi @chainlink @solana Oh that is neat thanks for the tag"
X Link 2025-12-11T15:25Z 118.1K followers, XX engagements
"This is the use case for Liquity V2 forks that I was hoping to see. I.E. minting stables against yield bearing stables where minted stable has robust enough PSM to maintain peg. Here you can mint at a X% borrow rate against X% yielding stables"
X Link 2025-08-04T18:56Z 118.1K followers, 23.1K engagements
"Quick rundown of top @pendle_fi PTs and what they actual have under the hood. mFARM (DON'T BUY THESE PTs) This is a @MidasRWA vault curated by @FarmCapitalXYZ it has an insanely high APY because mFARM took an NAV hit during the sUSDX fallout on Silo. The good: the Farm team covered half of the bad debt but the rest was taken out of the mFARM backing. The bad: because the exchange rate is X% below the watermark rate it will redeem with a X% haircut. That means the real IY here is virtually nothing. Yu (DON'T BUY THESE EITHER) It's still unclear if @yalaorg just rugged investors / users /"
X Link 2025-12-01T17:46Z 118.1K followers, 21.7K engagements
"I met a BD going to a conference she was super happy exited for the conference etc. I saw her a few other times during the conference crowded by guys. In the airport leaving the conference she sat down at my table (I was grabbing a bite since the flight was delayed) and she started crying. She told me she ended up cheating on her husband she also had a young girl at home. Conferences are rough for women"
X Link 2025-12-06T16:11Z 118.1K followers, 420.3K engagements
"There's always money in the @infiniFi stand. The lads are doing a campaign with @pendle_fi right now where points are even higher than usual. Could be a good opportunity to snag a PT if IY increases. Either way getting 7-10% APY with a conservative risk exposure and the ability to choose when you want to exit is nice"
X Link 2025-12-08T19:59Z 118.1K followers, 4310 engagements
"While most EVM folks are fairly used to this from playing with Pendle YTs for years I can understand why some @solana lads may not yet understand why their @ExponentFinance YTs are down. You have to remember buying the YT means you're effectively renting the yield. As you get closer to the expiration date it gets cheaper to rent the yield because there are fewer days of yield to rent. But because you're renting the yield you receive the real yield while paying the rent. Ideally you're being paid more in yield than you're paying in rent. At expiration the YTs are worthless because there are no"
X Link 2025-12-11T20:27Z 118.1K followers, 10.9K engagements
"No affiliation but XX% APR for depositing AUSD onto the earnAUSD market on Curvance. I imagine these will get diluted quickly but if you're on Monad anyways it's a nice opportunity. Hopefully this pushes borrow costs down to near nothing again"
X Link 2025-12-11T19:08Z 118.1K followers, 11.3K engagements
"@Bechamle @aave Exactly right. I know people who were in this strategy for years then one week of horrendous rates hits and many people were willing to take a multi-year loss (small but not insubstantial) to exit during FUD rather than wait a week"
X Link 2025-12-12T19:24Z 118.1K followers, XXX engagements
"@Bechamle @aave There aren't that many LST/LRT options on Aave which is where the deepest / most-predictable liquidity is"
X Link 2025-12-12T19:34Z 118.1K followers, XXX engagements
"THE FUTURE OF $EIGEN YIELD: First estimated staking APR: @eigenlayer is going to distribute X% of the total EIGEN supply over XX months weekly. There are 1.68BN EIGEN tokens. X% of that would be 16800000 tokens yearly. That's 32.3K weekly FWIW Currently 95M tokens are staked 16.8M/95M = XXXXX% CURRENT APR for restaked EIGEN Next liquid staked EIGEN: Both @ether_fi and @RenzoProtocol have launched liquid staked EIGEN derivatives eEIGEN and ezEIGEN respectively. Each of these not only generates the XX% eigen APR intrinsically but also qualifies for things like @veda_labs points Renzo points and"
X Link 2024-10-03T03:55Z 118.1K followers, 35.9K engagements
"Can't stop won't stop. 🚨TOP FIVE 20%+ APY STABLE FARMS🚨 CBB has some size so I'll try to find some good ones. 🧵👇"
X Link 2025-10-17T03:47Z 118.1K followers, 57K engagements
"If the top XXXXX% gave all their taxable income ($200b) to the 36M impoverished Americans each person would only get $5500 and still be impoverished HOWEVER if those billionaires yeeted that same $200b into ETH ETH price would pump to $1M & we'd all be rich Think about it"
X Link 2025-12-02T18:52Z 118.1K followers, 4235 engagements
"xHYPE is one of those strangely named assets that actually behaves like a stablecoin in spite of its name. It's a wrapped version of a delta neutral strategy on @liminalmoney. So it's semi-similar to a wstUSR or sUSDe"
X Link 2025-12-03T18:44Z 118.1K followers, 13.1K engagements
"What's a reasonable FDV for @solsticefi"
X Link 2025-12-05T16:42Z 118.1K followers, 15.1K engagements
"@Neutrl APYs are live Last week they were at XX% APY; this week they're at XX% APY. Now there is a 30-day unstaking period with no yield so do keep that in mind. But you can also snag the sNUSD PTs on @pendle_fi and lock in XX% if you'd like"
X Link 2025-12-08T19:58Z 118.1K followers, 1410 engagements
"If you're borrowing against bluechips probably check out @monad and @Morpho Still negative borrow rates"
X Link 2025-12-08T19:59Z 118.1K followers, 1401 engagements
"I post this math periodically but borrow rates are super low on @aave at the moment and I haven't mentioned an $ETH yield in forever. SO here's the math on the best long-term ETH yield of the past few years: TL;DR: XX% APR on weETH with near infinite sizing The strategy is fairly simple: ➢ Max leverage @ether_fi's weETH on Aave Why weETH Because it gets X% APY instead of just the XXX% base staking APR. The maxLTV for weETH in E-Mode is 93%. XX% means we can get over 14x leverage on weETH. The math for that is fairly simple. ➢ Max Leverage = X / (1-maxLTV) XXXXX = X / (1 - 0.93) Then to get"
X Link 2025-12-12T18:24Z 118.1K followers, 17.6K engagements
"Risk of RWA Assets Ranked (from safest to riskiest) X. TBills: X% X. Agency MBS: X% X. Non U.S. BBB+ Sovereign Bonds (Hedged): X% X. Non-Agency MBS (IG): X% X. HELOCs (IG): X% X. Corporate Bonds (IG): X% X. CLO (Sr/Mezz): X% X. Private Credit: XX% X. CLO (Jr/Equity): 14%-16%"
X Link 2025-12-12T22:28Z 118.1K followers, 7129 engagements
"4) @avantprotocol on @avax Look guys I finally tagged the right one Hat tip to the avant lads for having a senior tranche doing over 20%. You can leverage on Euler for insane APR. But to just break XX% and not expose yourself to leverage this is pretty spicy"
X Link 2025-10-17T03:47Z 118.1K followers, 4406 engagements
"Neutrl @pendle_fi markets just launched $31M in day X liquidity XX% Fixed APR XX Days Until Expiry YTs get 50x Points Reminder: Neutrl has a proof of solvency dashboard"
X Link 2025-11-24T13:42Z 118.1K followers, 23.5K engagements
"Monad Incentives Best Solana Yields Pendle Markets and when YTs go wrong Curve Delta Neutral Plays Yieldbasis update The king (ETH LST looping) is back AND MORE Come watch now"
X Link 2025-12-02T14:14Z 118.1K followers, 4508 engagements
"Since we're on Solana. @maplefinance at XX% APR with 7M available to borrow"
X Link 2025-12-08T19:59Z 118.1K followers, 1284 engagements
"@Mepslol @Neutrl It should be X not X you're right; great catch"
X Link 2025-12-11T18:58Z 118.1K followers, XXX engagements
"5) @pendle_fi obviously. I don't typically do short-dated PTs but I'm learning to love them. @gaib_ai's AIDaUSDC is nice. The cap is hit but you can buy a fair amount around peg. XX% actual APR at 100K deposit just yeeting USDC into the pendle market direct (1% ROI)"
X Link 2025-10-17T03:47Z 118.1K followers, 7383 engagements
"Well lads it's week X of the @merkl_xyz rewards on @monad. In my opinion it's still the best place to farm ecosystem incentives. It's not even close. Here's a quick breakdown of what I'm seeing (but be warned its a lot of @withAUSD): ➢ @upshift_fi earnAUSD: XX% APR This is getting XX% APR at 21M TVL probably the best bang for most people's buck. The underlying strategy is (as of right now) just partial exposure to savingsAUSD which is literally just TBILL yield also on Upshift. NOW the exposure could change and if it starts being a lending aggregator for all sorts of exotic collateral then"
X Link 2025-12-02T02:51Z 118.1K followers, 28.4K engagements
"What is Private Credit and why does it matter for Stablecoin Farmers Yesterday we saw mF-ONE (@MidasRWA vault curated by @FasanaraDigital) drawdown by 2%. That is actually an expected feature of Private Credit. Private Credit is typically unsecured lending to institutions. This means there isn't always liquidatable collateral backing the loans. So if a loan defaults there will likely be a negative ROI on the underlying private credit investment vehicle. Another example of this is @WisdomTreeFunds's $CRDYX which has had a -XXXX% 1mo return. See also Gapstow at -XXXX% 1mo. Now mF-ONE is still"
X Link 2025-12-05T17:22Z 118.1K followers, 18K engagements
"@theweb3jess True story the worst part was it was a Comsmos ecosystem conference"
X Link 2025-12-06T19:49Z 118.1K followers, 38.8K engagements
"Things still worth farming: Dec 8th 2025 Yields are drying up but there are a few farms out there still pushing double digits on stablecoins and maybe one or two hidden gems. Let's look 🧵👇"
X Link 2025-12-08T19:58Z 118.1K followers, 9154 engagements
"@monad incentives These are winding down a bit but there is still $70K in incentives going out daily. Notable mentions: ➢ @upshift_fi EarnAUSD: XX% APY ➢ @GearboxProtocol USDC Lending: XX% APY ➢ EarnAUSD/AUSD Uniswap LP: XX% APY ➢ @Curvance EarnAUSD Collateral: XX% APY You can get cute and try to leverage the stablecoin curve LP on Gearbox but I always recommend avoiding auto-leveraging when possible and cheat looping when possible so you can exit without big swaps/slippage when you need to"
X Link 2025-12-08T19:58Z 118.1K followers, 2720 engagements
"@plumenetwork 🤝 @NestCredit This $2.1M campaign is still ongoing. It's currently incentivizing 40M of TVL This averages a +5% ROI over the 4-month campaign (+15% APR if you annualize) Granted you take a XX% haircut if you claim your rewards immediately in March. Conversely you can vest over 6mo for the full reward. I like nBASIS personally"
X Link 2025-12-08T19:58Z 118.1K followers, 1392 engagements
"In the quick march towards the tradfiification of defi RWAs are popping up everywhere. One of the newest is $PRIME by @FigureMarkets. AFAIK PRIME is backed by HELOCs which are much more secure than private credit (as a rule of thumb). Currently loopable/leveragable on @kamino. NOTE: While HELOCs may be relatively low risk and while Figure attestation dashboard is solid this is still defi and it's hard to underwrite Hastra's minting contracts and all the other unknowns. Please be mindful"
X Link 2025-12-08T19:59Z 118.1K followers, 1529 engagements
"You shouldn't trust an ambassador that doesn't farm his own partners' YTs"
X Link 2025-12-09T21:32Z 118.1K followers, 27.4K engagements
"Then wrap it and turn it into a vault. Does the profile beat CLOs Private Credit HELOCs Developing Nation Sovereign Bonds Surely someone is building this"
X Link 2025-12-09T21:50Z 118.1K followers, 7121 engagements
"I just bought some more sNUSD YTs because Pendle is showing the wrong underlying yield and it's pushing IY down. @Neutrl is actually yielding XX% APY but is showing X% APY because Neutrl just changed how they distribute yield. Previously they were distributing the prior week's yield in one 8-hour blast once weekly. Now they're distributing the previous week's yield over a 7-day period (which is fairly industry-standard). But because Pendle hasn't accounted for this change yet the "Underlying Yield" looks super low despite being actually fairly high. The low UY on the UI made the IY go down."
X Link 2025-12-11T17:29Z 118.1K followers, 9711 engagements
"LOVE 👏 TO 👏 SEE 👏 IT Solstice now has a proof of solvency dashboard. Starting with 2-week solvency proofs / attestations from @AccountableData but likely moving towards real-time solvency proving soon"
X Link 2025-12-11T19:49Z 118.1K followers, 12.8K engagements
""Sure my $200M raise valuation might seem high but consider this.""
X Link 2025-12-11T20:36Z 118.1K followers, 8473 engagements
"@Bechamle @aave Oh dang I didn't realize Aave actually has a lot of ETH options. Yeah you definitely could diversify your LRT/LST collateral but that also means you have multiple points of failure. Double edged sword etc. Just make sure they're all fundamental or NAV oracles"
X Link 2025-12-12T19:46Z 118.1K followers, XXX engagements
"@Bechamle @aave You were In a world of AI slop comments I appreciate the chance to talk defi with an actual person"
X Link 2025-12-12T20:39Z 118.1K followers, XXX engagements
"There are few cultures in the world that treat their minorities better than the Western world. The West is the least racist culture on Earth and anyone who has traveled the world should know this. If you replace the culture of the West whatever culture becomes dominant whether it be secularism (new Bolshevisms / Communism) or Islam the minority cultures will not be treated as well as they are now. But more to the point are for the replacement of (i.e. ethnic cleansing of) white people in lands where they are the current or native majority"
X Link 2025-12-13T02:44Z 118.1K followers, XXX engagements
"Let me be clear then. Islam is not my scapegoat. Recently I wanted to write specifically on this because I have a very deep fondness for Muslims having met a great number of them throughout my life. I would even say that the God of Islam is the God of Christianity against the beliefs of many of the people of my own faith. And yes I agree that Islam is being used as a scapegoat and that its worst representatives are being elevated to paint the whole of Islam as barbaric and wrongfully so. What I mean to say though is that I believe you should champion Muslims and the brotherhood and fraternity"
X Link 2025-12-13T03:36Z 118.1K followers, XX engagements
"I think @summerfinance_ has it with minimal fees. Also @DeFiSaver maybe but sometimes I hear their fees are high. I typically "cheat loop" but at 14x leverage you'd need a lot of starting capital to do so"
X Link 2025-12-13T04:18Z 118.1K followers, XX engagements
"Also obviously @pendle_fi. It's actually crazy that you can still get XX% fixed rate/date on Pendle even in these market conditions. GRANTED all PTs are not equal. Some assets are way more risky / illiquid than others. So here's what I like (NFA DYOR GLHF): ➢ @3janexyz USD3: XX% IY Why Senior tranche fairly liquid XX days of yield. ➢ @Neutrl sNUSD: XX% IY Why Accountable solvency proofs great underlying APR XX Days ➢ @USDai_Official sUSDai: XX% IY Why 600M TVL protocol XX% TBILL backing XXX days I also like @re's reUSD since it's a basis+tbill asset as well as syzUSD because it's by"
X Link 2025-12-08T19:59Z 118.1K followers, 11.3K engagements
"Given your own social media algorithms what would people in your echo chamber say is the greatest threat to Western Civilization"
X Link 2025-12-09T16:36Z 118.1K followers, 3826 engagements
"It should be difficult for @solsticefi USX YTs (20x) to not be profitable here. They're currently pricing FDV below $50M which feels unreasonable for a Solana native stable with 300M TVL and no concerning vesting cliffs at TGE. I could be wrong but I'm holding YTs"
X Link 2025-12-11T20:04Z 118.1K followers, 17.7K engagements
"@dleer_defi @aave Look out for fees I tend to stay away from autoleverage exactly because you're already playing with thin margins between yield and interest rates that any fees (multiplied by leverage) can sour a good strategy easily"
X Link 2025-12-13T04:19Z 118.1K followers, XXX engagements
/creator/x::phtevenstrong