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![0xMetaLight Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1475521808317263873.png) Nick Carp 🟪/acc [@0xMetaLight](/creator/twitter/0xMetaLight) on x 2625 followers
Created: 2025-07-18 17:58:47 UTC

@USDai_Official @maplefinance @OndoFinance @usualmoney @ethena_labs 6/ What to Watch:

 - Risk Profile: Borrower defaults, GPU depreciation, and auction liquidity remain untested.

- Upcoming Catalysts: First collateral recovery, sUSDai/PT markets, Blackwell resale prices.

![](https://pbs.twimg.com/media/GwKI0cfaoAAVzHJ.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946268425711747222/c:line.svg)

**Related Topics**
[resale](/topic/resale)
[auction](/topic/auction)
[gpu](/topic/gpu)
[hedging](/topic/hedging)
[ethenalabs](/topic/ethenalabs)
[usualmoney](/topic/usualmoney)
[ondofinance](/topic/ondofinance)
[maplefinance](/topic/maplefinance)

[Post Link](https://x.com/0xMetaLight/status/1946268425711747222)