W/ $BNB pumping I wanted to highlight an upcoming project I am to highlight @QuollFinance a project launching soon at a fair price, with the potential to be a strong bluechip in $BNBs growing DeFi eco come the next bull run
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As a reminder, @cz_binance tweeted this a week ago
Wanna get 5x leverage on yield bearing collateral, borrow $ETH / swap into stables, and farm your stables for extra juicy APY
@sentimentxyz is a new $arbi primitive enabling composable permissionless undercollateralized on-chain credit
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The lionshare of DeFi lending mitigates counterparty risk via overcollateralized lending ie $AAVE / $COMP. This is an incredibly capital inefficient way to borrow or lend
imajin going to a bank and depositing > 1.2x of collateral for every dollar you borrow
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Jul 29, 2022 • 24 tweets • 10 min read
$UMAMI's $USDC vault finally launched yesterday & was at capacity in 30 MINUTES
I analyzed the impact to protocol revenues / $UMAMI stakers and the results were bullish to say the least 🚀
(NFA)
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Some background, $UMAMI launched on Arbitrum as an $OHM fork (RIP)
Like many other rebasing tokenomic models, the price 📉
New leadership was brought into the project in early 2021 & they pivoted to a new delta neutral yield farming strategy for their treasury
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Jul 23, 2022 • 7 tweets • 3 min read
@rage_trade delta Neutral $GLP vault that not only hedges the 50% $BTC / $ETH exposure from @GMX_IO $GLP token, but also hedges against traders positions on $GMX
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Ever wonder why on chain perps volume is a fraction of CEX volume via FTX & Binance?
The answer is largely depth of liquidity
@rage_trade omnichain perps protocol aims to solve this via its novel "recycled liquidity" mechanism
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Binance and FTX support billions of perps open interest volume every single day
A more capital efficient model is required for dApps to take mkt share from the big CEXs (which is likely why $GMX is investing in a synthetics / GD model)
STF stands for Single Trade Funds - decentralized, non-custodial, active asset management vaults that are dedicated to 1 trade
1 STF = 1 vault = 1 trade
A user can create OR Invest in an STF 📈
Jul 13, 2022 • 20 tweets • 9 min read
👀latest $AAVE proposal - DAO to acq 200k $veBAL to direct $BAL fees/emissions to aTOKEN pools
This comes on the heels of the $GHO stablecoin proposal. Some thoughts and math on why $AAVE needs to acq $CVX & pair w/ $Fraxbp to drive $GHO liquidity on @CurveFinance
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As a $DeFi OG, $AAVE has a unique position in the ecosystem
The current protocol offers a market to borrow/lend crypto assets across chains
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Jul 13, 2022 • 14 tweets • 3 min read
Alright normally not wat I talk about here but there is a lot of misinformation being tweeted about @elonmusk & twtr situation
If youre interested in facts, from the 75 pg agreement I skimmed, and from someone who spent their career working on deals just like ths one 👇🧵
public M&A agreemnts are a lot more strt fwd than private ones. They all have similar sections/construct but typically weigh buyer or seller friendly. This one , is one of the more seller friendly agreements I have ever seen, ie provides twtr a lot more flexibility than elon
Jun 20, 2022 • 14 tweets • 7 min read
Everyone wants to buy $ETH thats being liquidated at a mkt discount like tetranode did yesterday
Good news, you don't have to be an Orca to make it happen
🧵 on @LiquityProtocol Stability Pools 👇
1/@LiquityProtocol is a decentralized, governance free borrowing Protocol that allows you to borrow interest-free loans using your $ETH bagz as collateral
Loans are paid out in $LUSD and need to maintain a min collateral ratio of 110% to avoid liquidations
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Jun 19, 2022 • 21 tweets • 8 min read
With daily liquidations, I have been glued to my screens w/o spending sufficient time rsching new projects
I am going to spend less time on CT and more time in whitepapers. Here is a quick summary of a new interesting project @MorphoLabs - potential $CVX vibes for COMP/AAVE?
@MorphoLabs is a P2P layer that sits on top of decentralized lending ptcls ie $COMP and $AAVE
They improve cap efficiency of positions in these pools by matching lenders / borrowers
They improve rates while preserving the same UX, liquidity and parameters as the underlying pool
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