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[3 stratégies DeFi sur Aave]

👻 #Aave est aujourd'hui la plaque tournante de la #DeFi

Voici 3 stratégies possibles pour pouvoir générer des revenus via la plateforme

(Thread co écrit avec @cmfthomas )

🧶👇 Image
@cmfthomas #1 Ethereum Maxi

✅ Si vous êtes bullish sur l'ETH, cette stratégie très simple devrait vous plaire :

🪜 Celle-ci consiste à prendre une position à effet de levier modérée depuis @AaveAave Image
@cmfthomas @AaveAave Pour ce faire :

🔄 Il vous suffit de déposer de l'ETH sur Aave, emprunter de l'USDC, le swapper en $ETH & le redéposer sur Aave

📈 Si le cours de l'ETH grimpe, l'emprunt que vous aurez swappé en $ETH vaudra plus que votre dette en $USDC
Read 13 tweets
1/ A smart whale who made ~$2.5M during #USDC depegging is long $ETH on #Aave.

Today, this whale:

- Exchanged a total of 7,169 $ETH for 7,169 $stETH.

- Deposited 7,169 $stETH into #Aave.

- Borrowed 8.45M $USDT.

- Deposited 8.45M $USDT to #Binance (possibly buying $ETH). Image
2/ The whale deposited 28,755 $stETH($52M) to #Aave and borrowed 36M $USDT in total.

The health rate is 1.2.

It will be liquidated when the price of $ETH decreases by 20% (~$1,511). Image
3/ During the #USDC depegging, the smart whale exchanged a total of 66.6M $USDT for 69.2M $USDC.

Then exchanged $USDC for $USDT when $USDC returned to the peg in April.

Made a profit of ~$2.5M! ImageImage
Read 4 tweets

@RDNTCapital 做为全链借贷和 #DeFi 创新者,其TVL已超1.35亿美元,在 #Arbitrum 排名第三(只在 #GMX#Uniswap 之后),价格也持续攀升,但这还都只是基于V1和单链就已做到,V2才是 $RDNT 的真正腾飞
🧵 ImageImage
#Radiant V2和 #AAVE 等基础借贷协议的几个重要区别:
1/基于 #LAYERZERO 支持全链借贷,这意味着可以实现:在 #Arbitrum 质押 $USDC ,在 #BSC 上借出 $BNB , 彻底摆脱当前在同一公链上借出资产 -> 寻找安全低成本的跨链桥 -> 长时间等待的困惑,全链借贷是聚合被众多公链割裂流动性的基础入口
#AAVE V3 的跨链解决方案对比,基于 #LAYERZERO 意味着 #Radiant 全链借贷能快速支持更多L1/L2公链及其资产、更快速、低成本和安全,在安全事故频发的跨链桥领域,建构在 #LAYERZERO 之上的 #Stargate 跨链桥到目前为止尚未发生过任何重大安全事故。
Read 9 tweets
#NFT 交易之后,盘点 #NFT借贷 细分领域的潜在变化。
2⃣️#BAYC 及其直系NFT开启挖矿( $APE )功能;

当前NFT以 #PFP 类为主,缺乏借NFT的需求,导致NFT借贷行为只发生在单边,即抵押 #NFT 借 $ETH 等币种,没有抵押ETH等币种借NFT的。

NFT借贷分为 #点对点#点对池 两种模式,两种模式的代表项目及其优缺点如下
#BendDAO #ParaSpace #NFTfi #X2Y2 #JPEG'd Image
其中点对池模式的效率要高于点对点模式,从币币借贷龙头 #AAVE 发展也可以看出,其借贷模式从早期的(ETHLend)点对点转变为现在的点对池模式。

因NFT具有的唯一性,似乎点对点模式更适合,但从当前各方面(#借贷规模#用户#TVL)数据来看,点对池模式逐渐占优。 ImageImageImage
Read 8 tweets

🔸#Coinbase Jan '23 attestation missed and delayed
🔸Justin staked 150.000 #Eth and use stETH on DeFi
🔸SEC targeted #Paxos
🔸#Busd deplete mode on
🔸#crypto pumped on "security risk rumors"
🔸Vitalik Buterin missed
🔸#ETH2 Shanghai soon

🔸#WBTC here and there
🔸#LIDO used in a way you should be worried
🔸#MAKERDAO high risk loading
🔸#DJI too high
🔸#US30 too high
🔸#SP500 too high
🔸Us Gov Treasury Total Default before July
🔸Inflation high
🔸Interest rate low

Few understand the risk, But they will feel it
If you are a #crypto enthusiastic, risk sits on
🔸Wrapped tokens, mostly #wbtc #weth #stEth
🔸Real risk is if Vitalik lied on #ETH2 and Rug Pull #ETH

Without #ETH almost all #crypto will blow
Wrapped tokens are perfect for laundering
Un- #stablecoin issuers will blow
Read 6 tweets
⚡The next $10.000 airdrop is closer than you think🧐

Сollected all the hot projects such as $Blur, @aztecnetwork, @layer3xyz, @LensProtocol and more so you don't miss anything.

It's a possible LIFE-CHANGING opportunities 👇

An airdrops MEGA Thread 🧵
1/30 Image
I couldn't possibly process so much information in such a short period of time, so I'll rely on materials from my colleagues and myself.

The airdrop by #blur was the most audible and surprising event of the year. Let's see where else you may get involved for a chance to change your life.

@rektfencer's a good thread 👇
Read 26 tweets
✍️ 万字解读AAVE旗下NFT养成游戏Aavegotchi

一个基于 #Aave 创建的 #DeFi 赋能的 #NFT 养成游戏,本推带你了解Aavegotchi @aavegotchi 的发展历程和近期进展✨

内容来自:@firstvip61 头等仓
欢迎转推、分享 🥳

1/ 关闭GHST联合曲线

2/ Aavegotchi Forge上线

📌根据《The Aavegotchi Forge》白皮书介绍,“The Forge是Aavegotchi协议的一种新机制,玩家可以将他们不需要的可穿戴设备分解或熔炼成材料组件,并将其与新材料重新组合,创造出新的可穿戴设备。”随着AGIP 61提案的通过,Aavegotchi Forge 将于2023年2月22日上线。
Read 11 tweets
10% $BTC 纸钱包:防极端事件
15% $ETH #Lido + #AAVE 循环借贷:以太本位APY > 10%
25% $BTC/ $ETH #Uniswap V3 池:汇率在0.068~0.072及0.076~0.095两个区间提供两次集中流动性
30% 各种山寨
$MATIC : 行业最优秀老牌公链和BD团队
$ATOM : V2正在逐步实施形成价值捕获和走向通缩
$SOL :虽被SBF牵连但不能否认Solana团队的优秀,性价比高
$RDNT :首个全链借贷,平均成本2分钱,拿住不慌
$UNI :就是那个最著名的空气币
$BNB :总是绕不过币安的
$ENS :DID核心资产
$Celo :以支付为主的公链
$Near :基于分片技术的公链,社区强大
$IOTX :从硬件切入的公链
$ROSE :隐私公链
$FLOW :NFT基础设施
$CRV :老OG都有的币
$HND :上一代跨链借贷

没抄到的: $FTM $GMX $FIL $DYDX

Read 4 tweets
#Airdrop #LON rewards via the #Arbitrum L2 network

#DAO Voters Airdrop Received 😘
1 vote insan ko 60$ de sakta hai 😉

1 वोट इंसान को 60$ दे सकता है 😉
Reward active community members in 2022

Full Thread 🧵👇
Tokenlon's community members have voted on Tokenlon's improvement proposals

Airdrop List

Users who have voted in any Tokenlon Improvement Proposal (TIP) Community Governance between 01/01/2022 - 12/31/2022
Airdrop Method

We will . You will need to switch networks to Arbitrum in your wallet, add the LON token, and view the airdropped LON tokens.

LON Arbitrum address: 0x55678cd083fcdc2947a0df635c93c838c89454a3

More details…
Read 4 tweets
🧵 We believe that on-chain asset management is the next narrative that will drive large-scale DeFi adoption.

But it's more than just a narrative! Asset management platforms can act as the infrastructure and liquidity hubs for DeFi!

Here is the business case for Factor 👇
😃 The opportunity:

To transform DeFi from a niche, siloed billion-dollar industry into a widely adopted trillion-dollar industry.

We can do this by providing a secure, no-code, one-click infrastructure to aggregate core DeFi products and liquidity. 2/
😕 The problem:

But first, we must overcome a number of challenges!

DeFi is an early-stage, fragmented market that faces a vast number of barriers to entry.

These issues range from technical to usability to perception. Let's break down some of the key issues one by one. 3/
Read 16 tweets
1/ #Yield generation for $USDC, $USDT, $DAI or other #stablecoins has been pretty much dead after #FTX and the #Mango hack. However, there is still a very nice opportunity to generate high yield in #Defi:

#Acumen, home on #AVAX @avalancheavax. A short 🧵 shows how to get it:
2/ #Acumen generates #yield from real world #microfinance activities. It is based in #ElSalvador and that is also its first market. The team genuinely wants to improve lives of the people who live there and they just launched on #AVAX.

How does microfinance generate the yield?
3/ In #ElSalvador, a lot people and small businesses do not have access to traditional banking. Worse, even if they now get a bank account, they lack a "credit history", so the bank is not willing to lend to them. To build a business and invest, they turn to loan sharks.
Read 17 tweets
"The Scaling War"

MetisDAO bullish Narrative part 2
Long read, but totally worth it! you don't want to miss the 6th point
🧵1/23 Image
The Ethereum scaling war is a highly contested battle between the top layer 2 solutions for the Ethereum blockchain.
These solutions, known as "layer 2" solutions, are designed to help the Ethereum blockchain scale to meet the growing demands of the decentralized applications (dApps) built on top of it.
Read 23 tweets
1/ ICYMI, I gave alpha on delta-neutral strategies built on top of @GMX_IO.

Now, @rage_trade's delta-neutral $GLP vaults recently went live & both risk-off/on vaults were filled within minutes, bringing in an additional $10M to the #GMX ecosystem.

#Arbitrum #DeFi #StableCoin
2/ So, how're the vaults looking?

The risk-on vault is currently yielding ~15.7% while being fully delta neutral, of which:
10.3% are from $GLP rewards
4.7% are from $esGMX which are autocompounded
3.27% are from #GMX traders’ PnL
-2.52% are paid to #AAVE as borrowing interest
3/ At the same time, the risk-off vault is yielding ~5.4%, comprising of:
$GLP rewards - 4.7%
#AAVE Lending (and the risk on vault) - 0.7%
Read 5 tweets
Happy Friday! The Weekly Market Highlights is an initiative from the #Binance Research team to round up the week, summarizing key market events and views from the team.

Let's get the ball rolling 🧵👇
1/ Macro

Non-farm payrolls are set to have increased by 200,000 last month, according to a consensus forecast compiled by Bloomberg. The slowdown in November is a further sign that demand for new workers is easing amid the Federal Reserve’s historic efforts to cool the economy.
2/ L1

#Ropsten, the first public testnet to support @ethereum 's transition to a PoS, will be shut down this month. The remaining validator nodes will stop supporting the network between Dec 15 & 30.
Read 14 tweets
Here's a quick summary of the updates that happened over the past week on #Ethereum.

#CryptoNews #Cryptocurrency #Blockchain
1A/ #Metamask is collecting users’ IP & #Ethereum wallet address.

@ConsenSys, the developer of @MetaMask, announced its private policy update which includes changes to data collection related to user identification.
1B/ When using Infura as the default RPC provider in @MetaMask, #Infura will collect your IP address & #Ethereum wallet address for transactions.
Read 7 tweets
Hey #Arbinauts (💙,🧡) #ArbitrumAutumn 🍂 is here!

The speed at which DeFi innovation is happening on @arbitrum currently is really astounding 🤯

In this thread we'll cover the latest projects 💎 - As usual, there's a cheat-sheet for the best opportunities on Arbitrum 👀
Why Arbitrum?

✅ Arbitrum is secured by Ethereum, arguably the most secure L1 Blockchain, with the highest TVL, most devs and longest history

✅ Arbitrum is the fastest growing ETH L2 scaling solution

Stats by courtesy of @SixdegreeLab & @superamscom 👇…
Why Arbitrum?

✅ Arbitrum has the highest TVL out of all ETH L2's and is also among the cheapest wrt Tx fees according to @l2beat #L2fees

✅ 40+ dApps >$1MM TVL according to @DefiLlama

✅ Continued improvements to increase decentralisation 👇

Read 36 tweets
Details on the attempted Aave exploit. Credit to
@Dentweb3 for the recap.

Read more here:…

#defi #hack #mango #aave
"Mango Market hacker tried to exploit Aave.

Aave only lost $1.6 million.

But the hacker lost $10 million of his own money.
"Avi Eisenberg, the guy who made $100 million from Mango Market was after Aave recently.

And things didn't turn out quite as he expected.

Avi isn't exactly a hacker who breaks in steals stuff and then gets out.
Read 8 tweets
QUELQUES #Cryptos que j'accumule en cette PÉRIODE de législation/regulation, et de #bearmarket

$BTC #Bitcoin
$ETH #Ethereum

Privacy Coins
$XMR #Monero
$ZEC #Zcash
$SCRT #SecretNetwork

Cosmos Ecosystem
$ATOM #Cosmos
$TORI #Teritori
$EVMOS #Evmos
$JUNO #JunoNetwork

$FLUX #Flux
$QNT #Quant
$HFT #hashflow
$VRSC #VerusCoin
$KAI #KardiaChain 

DEX Tokens
$UNI #Uniswap
$LRC #Loopring
$CRV #CurveDAO

Yield Farming
$AAVE #Aave
$SNX #Syntetix
$BAL #Balancer 
$BIFI #BeefyFinance

$GRT #TheGraph
$LINK #Chainlink
$THETA #ThetaNetwork
$ENS #EthereumNameService

Médias, Gaming, Sports, Vidéos
$CHZ #Chilliz
$VRA #Verasity
$ENJ #EnjinCoin
$TFUEL #ThetaFuel
$THETA #ThetaNetwork
$UFC #UltimateFCFanToken
$VIT #TeamVitalityFanToken

Read 5 tweets
An hour ago, a whale removed 84,131 $ETH ($101M) from #Curve. Which caused the stETH/ETH pool out of balance, and stETH/ETH depegged to 0.9682.…

SmartMoneys have already made money on the temporary depegging of stETH/ETH.

Share with you. ImageImage

MEV Bot arbitraged 104 $ETH ($124,800).

MEV Bot uses flash loan to obtain 8,000 WETH from 0x2718.

His exchange path is 8,000 ETH → 8,272 stETH → 7,537 wstETH → 8,104 WETH.

Then return 8,000 WETH to 0x2718 and make a profit of 104 $ETH.… Image

mandalacapital.eth longs stETH on #AAVE and takes profit when stETH/ETH returns to the peg.

He deposited 4,513.70 stETH to #AAVE and borrowed 3,193 ETH.

Exchange 3,193 ETH for 3,258.46 stETH.

Then borrow again to increase the leverage of long.… ImageImage
Read 5 tweets
CRV war was played out on #Aave yesterday and ended with the longer defeating the shorter.


ponzishorter.eth shorted $CRV by borrowing and dumping $CRV;

$CRV guardians bought $CRV, soaring the price to $0.72, and liquidating all collateral of ponzishorter.eth.

Why did ponzishorter.eth short $CRV?

There maybe 2 reasons.

1⃣ Profit by shorting $CRV.

2⃣ Liquidate founder's $CRV on #Aave by shorting $CRV.

ponzishorter.eth began to borrow a small amount of $CRV and sell from Nov 14, causing the price to slowly drop from $0.625 to $0.464, a drop of 26%.

If he shorts $CRV through the perpetual contract on CEX, he will make a great profit.… Image
Read 12 tweets
Today, ponzishorter.eth borrowed a large amount of $CRV from #Aave and pumped it.

Which caused the price of $CRV to drop from $0.537 to $0.407, a drop of 24%.

The sell-off continues for now.


A thread tells you what happened to $CRV. Image

On November 13, ponzishorter.eth deposited about 40M $USDC into #Aave to borrow $CRV for selling.
Began to short $CRV for a week.

Which caused the price of $CRV to slowly drop from $0.625 to $0.464 over the past week, a drop of about 26%. ImageImage

5 hours ago, ponzishorter.eth suddenly borrowed 20M $CRV ($9.9M) from #Aave and transferred to #OKEx for selling.

3 hours ago, borrowed 10M $CRV ($9.9M) from #Aave again.… Image
Read 8 tweets
Could the FTX Accounts Drainer be @SBF_FTX?


We share some interesting findings with you.

Noah(@Noah_nftn) tweeted that Former employees of FTX @vydamo_ disclosed 0xd275e5cb559d6dc236a5f8002a5f0b4c8e610701 is one of the addresses of misappropriating customer funds.

Starting on November 8th, 0xd275 carried out large-scale $ETH transfers, which has never happened before in history.

The time coincides with the time when the FTX exchange suspended user withdrawals.

Misappropriating client funds to make money?
Read 10 tweets
给大家理一理卖空 $CRV 的鲸鱼的操作记录:
1. 11.14 号:从主地址 ponzishorter.eth 接收资金 3895 万 $USDC ,存入 #Aave 作抵押物。
2. 11.14-11.16 号:分三笔共借出了 500 万 CRV,使用 #1inch 分多次卖成 USDC,这时候 CRV 价格 $0.61。
3. 11.17-11.21 号:估计是嫌链上深度不够,后面就不在链上卖了,借了 CRV 直接转进 #OKX 。而且单笔借出数量也越来越大,从 200 万-到 300 万一笔-到 500 万。这时候 CRV 价格 $0.51。
4.11.22 日:胃口越来越大,直接单笔借出 2000 万 CRV,分两次转进了 OKX。这时候 CRV 价格 $0.45。
现在他总共借出了 3700 万 CRV,CRV 目前流通总量为 6.36 亿,他这段时间卖空了 CRV 6% 的流通量。
后面需要吸筹把 CRV 买回来还回去,这中间应该有点机会。
Read 16 tweets
1/ #USDT has now returned to the peg and and is trading at $0.9985.

The #Curve 3pool is in balance, with $USDT accounting for 67.47%.

While most people are in panic, @maplefinance has made over $1.2M with $USDT depegging.

How did he do it?👇 ImageImage

5 hours ago, when $USDT depegged to $0.99, Maple withdrew 48.78M $USDC from #Circle and exchanged for $USDT.

He also borrowed 100M $USDC from #Aave to exchange for $USDT.

And he received a total of 150.1M $USDT with an average exchange rate of 0.9912. ImageImage

Then he transferred 149.9M $USDT to Bitfinex, which was converted into US Dollars at a ratio of 1:1.

So he can deposit these US Dollars into #Circle and withdraw $USDC.

He made a profit of more than 1.2M USD! Image
Read 4 tweets

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