Marko212

The Fed announced the end of QT.

The US-China trade deal happened.

And the crypto market went down.

This is the biggest bear trap I have ever seen.

Don't get shaken out.

Stay bullish
🤝

#BTC #Ethereum #ETH

Nearly $600M was liquidated in the past 24 hours 🔥

> The majority of liquidations were on the long side.
> The main driver was Chair Powell’s comment that he’s “not sure we’ll cut rates in December.”

In addition, Trump just directed the “U.S. war department to test-run a nuclear program” right before talks with China

We should also get the results of the negotiations this morning, folks.

Yield Farming with 10-30% APY for Late 2025 🔥

Yield farming in DeFi continues to evolve, focusing on stablecoin-based strategies for sustainable returns amid market volatility.

With APYs ranging from 10-30%. These draw from platforms like Pendle, Aave, and emerging protocols, prioritizing security and efficiency.

👉 Stablecoin Staking and Lending

One of the most attractive strategies involves staking stablecoins like $USDT or $USDC on platforms such as Colend or Ethena for 15-22% APY. Borrow against deposits at low interest (e.g., 4%) and redeposit into yield vaults. This delta-neutral approach minimizes impermanent loss while compounding returns, ideal for beginners.

👉 AI-Powered Automated Farming

AI-driven platforms like Almanak and Infinit Labs automate complex strategies, enabling no-code yield optimization across chains. Users can execute one-click farming, arbitrage, and vault interactions for 20-35% APY plus airdrops.

👉 Leveraged and RWA-Integrated Strategies

Leveraged farming on perp DEXs or prediction markets (e.g., Levrex Finance, LevvaFi) combines hedging with automated yields for 15-30% returns.

Conclusion

For attractive yields, prioritize stablecoin strategies with automation. Monitor tools like DeFiLlama for real-time APYs and start small to test.

#defi #YieldFarming #ethena #DEFİ #stablecoin

Morpho's Liquidity Surge: $825M Pre-Deposit Cap Reached in Phase 1 🔥

Phase 1 of Morpho's pre-deposit campaign for stablecoins has officially capped at $825M, fueled by key partners like FRAX and Concrete.

This milestone underscores strong deposit-side demand and enthusiasm for incentives even before borrower programs launch.

Why This Matters?

👉 Initial Cheap Credit, Then Rate Compression: With abundant liquidity queued up, early utilization rates will be low, keeping borrow APRs attractive. As borrower incentives activate and demand grows, utilization climbs, leading to tighter rates and a self-reinforcing liquidity flywheel.
👉 Gauges as Kingmakers: Community gauge votes will direct reward allocations. Pools that capture early voting weight stand to attract the most TVL, dominating the ecosystem.
👉 Streamlined Funding Markets: Robust stablecoin integrations and trusted partners lower barriers for institutional or programmatic borrowers, fostering deeper market participation.

Key Metrics to Monitor:

👉 Week 1 utilization rates by asset class.
👉 Borrow APRs compared to alternative yields (e.g., staking or farming opportunities).
👉 Shifts in gauge weights and overall incentive budgets.
👉 Concentration risks among stablecoin issuers (e.g., over-reliance on $USDC vs. diversified options).
👉 Potential Phase 2 cap expansions will it fill just as quickly?

Strategic Positioning Ideas (NFA)

👉 For Borrowers: Secure loans early in pools where APRs undercut your expected strategy returns, locking in favorable terms before rates rise.
👉 For Depositors: Pivot to pools gaining gauge momentum to optimize reward yields and minimize opportunity costs.

$MORPHO borrowers, gear up this liquidity wave is just the beginning. Stay tuned for updates.

#morpho $MORPHO @Morpho Labs 🦋 #Morpho

$SOL road to 500

Bitwise SOL Staking ETF goes live on Tuesday, October 28

Are you ready? $SOL holders?

Insight: Arbitrum quietly absorbs 35% of Ethereum outflows

Arbitrum just recorded $8.8B net inflow this month - its highest since Q1 2024.

➡️ $173.8M came directly from Ethereum mainnet.
➡️ $4.7B in stablecoins rotated in.
➡️ DeFi activity resurging - Morpho ($MORPHO ) hit $485M TVL, Silo crossed $113M.

→ No hype, no shilling - just real capital and real DeFi infra migrating to Arbitrum.

But here’s the key part:

> Despite massive inflows, $ARB stays flat at ~$0.50.
> This suggests heavy network accumulation while liquidity is building underneath.
> When rotation from stablecoins → yield-bearing or governance assets begins,

$ARB could be next in line - especially if it starts capturing protocol fees or ecosystem incentives in the next phase.

Aerodrome’s Undervaluation Within the Base Ecosystem 👀

JPMorgan estimates that the potential Base token could reach a valuation of around $34B, while Aerodrome $AERO - a protocol processing nearly $1.8B in daily trading volume — is currently valued at only $1.2B.

This represents a significant discrepancy within the Base ecosystem.

Unlike Base, which does not yet have a tradable token, Aerodrome directly captures sequencer and transaction value - making it one of the few assets reflecting real on-chain activity.

If the Base token were to launch with a valuation around $15B, $AERO could logically reprice to the $3–5B range, given its revenue capture and operational scale.

Reports suggest that Coinbase engineers are currently developing allocation mechanisms for Base-linked assets, signaling deeper integration across the ecosystem.

According to @a16zcrypto, the RWA market has grown 4x over the past two years

It’s now reached a total size of $30 billion, with BlackRock as the largest issuer ($2.6B) and Ethereum leading in tokenized value ($9.6B)

I believe the combination of Blockchain and TradFi assets has only just begun.

Several projects are already becoming the pillars of the RWA (Real-World Asset) landscape, including:

> Layer 1s – serving as the foundation for asset tokenization: [examples can be inserted here]
> Oracles: $LINK, $PYTH
> Stablecoins: $ENA, $ONDO, $JUP
> Payments: Stable, Stripe, and many others.

What about you? What do you think of this growing RWA trend?

#RWA #defi #Stablecoins