zerocoke.eth

I posted 36 optimistic analysis of @berachain so far (excluding those complains) but the result? 0 allocation + muted on their discord Someone just did one tweet and got 400+ $BERA lol @SmokeyTheBera @captainjack Did you giys really excluded me manually?!? Lol Here are my tweets teapawt.org/NewPaguinfo/status/187… teapawt.org/NewPaguinfo/status/187… teapawt.org/NewPaguinfo/status/187… teapawt.org/NewPaguinfo/status/187… teapawt.org/NewPaguinfo/status/187… teapawt.org/NewPaguinfo/status/187… teapawt.org/NewPaguinfo/status/187… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188… teapawt.org/NewPaguinfo/status/188…

What the heck is happening on @berachain Boyco? Boyco, which Berachain pooled liquidity through a platform called @roycoprotocol as part of its POL (Proof Of Liquidity), has a bit of an issue in my opinion. 'They made pre-pre-Boyco depositors stupid captured fishes' The reason is, Boyco deposit started on 12/29, but suddenly on 1/20, they announced that Out of 2% (which is increased even!! they said so) - 45% to Major assets ($HONEY , $USDC , $wBTC , $wETH , $USDT(0)) - 55% to the remaining 3rd Party assets! (blog.berachain.com/blog/boyc…). According to Dune (dune.com/thj/boyco-markets), over $1.8B had already been deposited on the 20th, and these were in assets like $liquidBeraETH, $LBTC, and $USDe, all 3rd party assets. Eventually, on the 28th, Boyco was opened, major assets were deposited, and currently there are Major $94M 3rd Party (External Vault) $2.3B 3rd Party (Boyco) $17.7M That's a difference of over 20x. Even LPs ( $LBTC - $wBTC ) with 3rd Party - Major assets are categorized as Hybrid, which means that only single or paired Major assets benefits the most. As a result, Origami USDC Boyco Vault, which is a single deposit, is only earning 61% APY on $BERA rewards on $2B FDV even though it is fully capped at $69M. (This is a single deposit, but it actually converts to $HONEY, $BYUSD, etc. but it's major) The TVL for the External Vault is not yet applied on the Boyco homepage, so we will have to estimate separately by calculating the APY for those pools.