Sasha | ex-retardfi
Joined September 2023
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- Following563
- Followers1.4K
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Degen Capital retweeted
Happy to present my @HyperliquidX Dashboard 🍌
hyperliquid-analytics.com/
It includes different categories:
⏩Hyperliquid Volume Breakdown
⏩Core vs EVM
⏩Hyperliquid vs CEX (Binance, Bybit, Okx) comparison across different fields
⏩Growth (perps, total protocol, core, etc.)
⏩Token Metrics (Vol, MC, Vol/MC Ratio)
(HYPE, BNB, OKB)
⏩Daily, Weekly, and Monthly comparisons
Degen Capital retweeted
here's why i sleep well at night with funds in @StreamDefi's BTC/ETH/USDC vaults:
➡ funds are manually farmed by @0xlawlol in multisigs. He's a well known farmer who ran 0 -> 7 figs
➡ He personally knows every team stream farms
➡ Stream has a team of devs in SF that check/audit all contracts they deposit in
➡ He has automated bots that monitor / adjust stream's leveraged positions
➡ Stream has access to special TVL deals where they receive extra points/airdrops/yield from pre TGE protocols
➡ Incredibly up to date, constantly rotating to the best farms such as @ResolvLabs, @InfraredFinance, @Kinetic_Markets, @ResupplyFi, @SuperlendHQ, @InverseFinance. This is the highest level, technical farming requires constant adjustment/monitoring and cannot be achieved via AI
All this alfa was discussed in my last campfire spaces. I'm often scared of depositing in vaults but the fact that @0xlawlol personally knows every team and overlooks all contracts is very reassuring.
Farming yourself is a giant pain in the ass because you have to track everything. I don't know any set and forget vaults that execute to the same quality as Stream, and I don't know any vault that chases as high of yields: 20% USDC, 8% BTC, 16% ETH on 40M TVL
AND they have a points program. Law confirmed on the spaces they're preparing a VC raise at a favorable valuation. I shouldn't even be sharing this as the caps are almost full lmeow
Just Use Stream. Link below 👇
Degen Capital retweeted
It appears @razer of @rollbit has made an Offer of 100E on @opensea to sponsor a season of Up Only per the terms of @cobie's proposal (no conveyance of sponsorship rights and podcast can make fun or or ignore whomever buys the rights for them to make the show). Will a counter appear? 👀
OK I am no longer the decision maker on if Up Only returns.
The power is now stored within this NFT that I just minted. When the NFT is burned, the podcast will restart.
Until then, please leave me alone.
opensea.io/item/ethereum/0x2…
Degen Capital retweeted
Best Risk Averse Method for $PENDLE Accumulation:
>go to @pendle_fi
>go to markets
>click on 'Stable coin LP Top APY'
This new feature will now find you the best stable coin yields across all chains which tend to have good $PENDLE incentives for liquidity providers.
But presuming you are starting your PENDLE accumulation journey from scratch with just a stable coin maxi portfolio, you will not have the vePENDLE required to fully capitalise on these boosted yields.
Fortunately protocols like @Penpiexyz_io have protocol owned vePENDLE so you can provide liquidity through them to take advantage of the boosted yields, as we can see below with sDOLA, boosted 2.18x at 29.73% APY with 22.46% of them coming from PENDLE incentives.
Another delta neutral method of farming PENDLE incentives is providing liquidity for none stable tokens as they often tend to have significantly higher yields than stable LPs.
To keep it DN though make sure you hedge your initial spot buy of the example tokens with 1-2x shorts(depends on token) using which ever perpetual exchange gives you either the most profitable or least costly funding rates.
A good site to use for funding rate data is @coinalyzetool to find the best rates, just make sure you then check the funding history on the exchanges themself.
Hope you found this basic but applicable guide of use, I genuinely think accumulating PENDLE should be on the agenda for every long term DeFi bull.
Enjoy.
👏 to the DOLO team
🪂 Airdrop claims are now open!
🐻❄️ Our pool on @KodiakFi is now live!
want to maximize your rewards? 🧵👇
DOLO launching tomorrow, my take on it.
Binance Alpha and Bybit listing confirmed. Bera eco benefits from a good launch.
$4.5M POL injection from oDOLO exercise, more cash → more bribes (+ve bribe eff.) → more revenue.
TVL will likely drop after Boyco but revenue is mainly driven from non-Boyco assets and will be driven more by bribes. Revenue is what matters.
veDOLO is a key component in their tokenomics and ties to revenue, it should be their north star from now on.
oDOLO as future LM incentives needs to be paired with liquid DOLO, to form veDOLO. Token sink. Locking APR should be really high to convince people.
Unlocked allocations (my understanding):
DOLO: 32.67%
↳ DEX liq (2%)
↳ portion of partners (~2.8%)
↳ portion of early airdrop (~0.6%)
↳ 50% of retroactive airdrop (4.5%)
↳ small portion of investors (~0.1%)
↳ service providers (3%)
↳ foundation (9.65%)
veDOLO: 7.91%
↳ Boyco (3%)
↳ portion of early airdrop (~0.4%)
↳ 50% of retroactive airdrop (4.5%)
DOLO and Minerals values below. should be a good cook.
🅱️-aligned with @CoreyCaplan3 @dolomite_intern
Dolomite is one of the most anticipated token launches this quarter.
@Dolomite_io's last funding round valuation was $60m (prior to their successful @berachain launch and achieving over $1 billion in TVL) and approximately 40.5% of tokens are circulating at launch (including veDOLO which is locked).
If $DOLO were to open trading at this price it would have a $24.3M mcap.
Now, let's take a look at some similar lending protocols and where they currently trade for a comparison and do some moon math:
For context:
- @aave has ~$18B TVL and $AAVE sits at $2.07B mcap / $2.2B FDV
- @MorphoLabs has ~$2.6B TVL and $MORPHO sits at $212M mcap / $895M FDV
- @compoundfinance has ~$2.15B TVL and $COMP sits at ~$363M mcap / $406M FDV
- @0xfluid has ~$711M TVL and $FLUID sits at ~$155M mcap / $394M FDV
- @eulerfinance has ~$691M TVL and $EUL sits at ~$141M mcap / $205M FDV
Despite being valued significantly lower than less innovative competitors, @Dolomite_io stands out with an estimated launch mcap nearly 10x lower than comparable money markets—making it one of the most asymmetric opportunities right now.
Some moon math:
Unlike many legacy protocols that have stagnated, Dolomite brings fresh innovation to lending and capital efficiency with features others simply don’t offer:
• Dynamic Collateral – continue staking, voting, claiming rewards, and participating in governance while borrowing against assets.
• Smart Debt & Collateral – earn trading fees on both collateral and borrowed assets to offset borrow costs.
• Unlimited isolated positions – build complex, risk-managed strategies without cross-contamination.
• Modular architecture – rapidly ship new features and adapt to emerging DeFi trends (like Berachain’s PoL).
Dolomite isn’t just a money market. It’s a fully-fledged DeFi platform—and at these valuations, I felt like it was necessary to drop some numbers.
TLDR to the brainless apes who follow me:
Dolomite’s superior tech stack and potentially low FDV/TVL ratio, extensive integrations, innovative features like Dynamic Collateral and Smart Debt, and co-founder @CoreyCaplan3's advisory role with @worldlibertyfi, I am personally very optimistic about this launch.
Degen Capital retweeted
$PENDLE tokenomics are best right now .
Team , investors and advisors all fully unlocked .
No sell pressure
Buy pressure from vePENDLE increased fees and boros .
Data - @Tokenomist_ai
Degen Capital retweeted
Oh shit, guys, look what my eyes spotted in the Kraken listing addy. $DOLO is here
@crypto_condom @dcfgod @degencap
Degen Capital retweeted
With the ongoing crash of $OM and the CC warning ahead of time, I’m sharing a list of likely team addresses and team-related addresses to better track inflows and outflows of @MANTRA_Chain:
Mantra DAO FalconX Deposit: 0x78f93255682E4b60274a1314Abfc5C574f46440f 0xe67821B76985007b4cF744B0F045c8933b3E91d9
Binance Deposit Address Connected to Team: 0xfdba94bcc13b4c16bcf5217Fe4f2d67D16fab4d5
Kucoin Deposit Address (Connected to Team): 0x50c5213f0463E4B1c3131E0FBfd578E06574C079
Mantra Binance Deposit Address: 0x09AB023DC849247F6aA9382778eb8185eC384Fb3
Mantra Team Addresses: 0x79c6256960e53814af591036Ea4669a6430e9CFA 0x14bcc33dffcaf8eb3f02676f4735733aed996079 0x3253Bcd5B0D72F7C0C5F3bb9E48AAd1EA59EE78f
Likely Team Wallet or FalconX: 0x8e6a6568985e3b67de3814dd3ed6ee9936535754
Mantra DAO Reserves: 0xD84701828745C98405a3E1153FcCEa627963859A
Team? Addresses: 0xE1A2073181A7a4790208B672C7997844B13E1013 0x177E60e678564dF560B3296e23652686fec4fe76 0x95Fe0031a01a62552322d9F0F3bF6eC4628851DD 0xdec7c707aa5076fa3bbb269045c16f15dc4a2157 0xc09985ea079f5ee87f42f42f8e4fdd62b0c24e20 0xD2A8e17653A5C553287AfF669C5aCc0bBb1437BC 0xA6c73a16d21141D4c0c5bFaEDEE23759014AFe53 0xbe8f90c8fe37fbc20e9b0c5793e6c121b1160b13 0x4e6a11a004c3f1ca5a92550be5f68cf05534c454 0x2633611f4563f50a52d8e4efe9f3dca555ad671a 0x953a1f0fcce8f001e95dca3d4920a7b06a89445c 0xC65A7d52553ed2576061eC01458f096E9ff85868 0x4e6a11a004c3f1ca5a92550be5f68cf05534c454 0xE9c16dba9f97bB3E5aF942217ea71E41f9FCADA4
I thought it was a pretty well known fact that @OndoFinance's TVL is pretty much only its own. At $8b FDV this project is wildly overvalued and will continue to trend to zero as its parasitic & predatory practices continue to bleed value.
Degen Capital retweeted
HLP down big from withdrawals, but don’t let that fool you.
Post-Jelly + 2 major long liquidations, trading volume remains strong and revenue is climbing with volatility. @HyperliquidX still very much alive
Hyperliquid
> WMNT and COOK bought HL tickers
> Bybit HYPE listing
> cmETH available on HyperEVM
Hyperliquid aligned?
🆕 NEW TICKER 🆕
The ticker $wMNT bought for 49,127.38$
According to an onchain analysis it's probably @Mantle_Official
Degen Capital retweeted
🚨New video alert 🚨
This one goes over how to set ranges for liquidity pool positions.
If you have no idea how to set ranges or if you got burned by tight ranges before, give it a watch!
P.s. plenty of LP videos on my YouTube that will help you earn more from DeFi. Link👇
Took a USDC loan using PENDLE on Feb 14 on Timeswap.
It dipped to $1.9, would've been liquidated so early on other markets.
Pool expired today above $2.4, still got my PENDLE.
Goated @TimeswapLabs
Compared to other stables it's underfarmed
Earning 25-50% on your stables just by LPing. I calculated the points airdrop worth on @OpenEden_X I'm comfy lping on @CurveFinance which gives a 5x points boost.
My ref code: AMcKeusYuc
Which gives u and me points 5% boost
🧵👇
