DeFi_Dad
0 Följer
8 Följare
1 Gilla-markeringar
0 Delade
Inlägg
Videor
Recently, I've been on the hunt for ways to get exposure to the upside on AI without going offchain, avoiding memecoins, focusing on real world AI demand linked to protocols/tokens onchain.
@gaib_ai is one of the best giga plays.
A yield-bearing asset backed by real AI demand (tokenized GPUs).
AID is the first AI synthetic dollar, offering yields backed by real-world AI demand from GPU financing deals.
AID is live on Ethereum and coming soon to @Arbitrum and @Base.
Here's the simple strategy:
+ On May 12th, GAIB's Spice Harvest campaign launched a liquidity bootstrapping program for AID, where users earn 1 Spice per USD per day on their deposits, which can be increased with early deposits warranting 10x the points in the first phase.
+ To get more leveraged exposure to this emerging protocol financing GPUs, go to @pendle_fi and search for these YTs: YT-AIDaUSDT or YT-AIDaUSDC, the USDT one has much deeper liquidity but both offer the equivalent of 40-41x leverage earning points.
+ Sit on those YTs through expiry in 68 days to maximize points towards a future airdrop.
YT-AIDaUSDT (41.5x leverage) 👉
@gaib_ai is one of the best giga plays.
A yield-bearing asset backed by real AI demand (tokenized GPUs).
AID is the first AI synthetic dollar, offering yields backed by real-world AI demand from GPU financing deals.
AID is live on Ethereum and coming soon to @Arbitrum and @Base.
Here's the simple strategy:
+ On May 12th, GAIB's Spice Harvest campaign launched a liquidity bootstrapping program for AID, where users earn 1 Spice per USD per day on their deposits, which can be increased with early deposits warranting 10x the points in the first phase.
+ To get more leveraged exposure to this emerging protocol financing GPUs, go to @pendle_fi and search for these YTs: YT-AIDaUSDT or YT-AIDaUSDC, the USDT one has much deeper liquidity but both offer the equivalent of 40-41x leverage earning points.
+ Sit on those YTs through expiry in 68 days to maximize points towards a future airdrop.
YT-AIDaUSDT (41.5x leverage) 👉
Recently, I've been on the hunt for ways to get exposure to the upside on AI without going offchain, avoiding memecoins, focusing on real world AI demand linked to protocols/tokens onchain.
@gaib_ai is one of the best plays.
A yield-bearing asset backed by real AI demand (tokenized GPUs).
AID is the first AI synthetic dollar, offering yields backed by real-world AI demand from GPU financing deals.
AID is live on Ethereum and coming soon to @Arbitrum and @Base.
Here's the simple strategy:
+ On May 12th, GAIB's Spice Harvest campaign launched a liquidity bootstrapping program for AID, where users earn 1 Spice per USD per day on their deposits, which can be increased with early deposits warranting 10x the points in the first phase.
+ To get more leveraged exposure to this emerging protocol financing GPUs, go to @pendle_fi and search for these YTs: YT-AIDaUSDT or YT-AIDaUSDC, the USDT one has much deeper liquidity but both offer the equivalent of 40-41x leverage earning points.
+ Sit on those YTs through expiry in 68 days to maximize points towards a future airdrop.
YT-AIDaUSDT (41.5x leverage) 👉
@gaib_ai is one of the best plays.
A yield-bearing asset backed by real AI demand (tokenized GPUs).
AID is the first AI synthetic dollar, offering yields backed by real-world AI demand from GPU financing deals.
AID is live on Ethereum and coming soon to @Arbitrum and @Base.
Here's the simple strategy:
+ On May 12th, GAIB's Spice Harvest campaign launched a liquidity bootstrapping program for AID, where users earn 1 Spice per USD per day on their deposits, which can be increased with early deposits warranting 10x the points in the first phase.
+ To get more leveraged exposure to this emerging protocol financing GPUs, go to @pendle_fi and search for these YTs: YT-AIDaUSDT or YT-AIDaUSDC, the USDT one has much deeper liquidity but both offer the equivalent of 40-41x leverage earning points.
+ Sit on those YTs through expiry in 68 days to maximize points towards a future airdrop.
YT-AIDaUSDT (41.5x leverage) 👉
One of my favorite crypto analysts on YouTube—@intocryptoverse really does an amazing job delivering objective insights using onchain analytics. This is a great 6-min video to watch. https://youtu.be/Is7v_45oxoM?si=opKKeZrSyhr-xOdJ
Friendly reminder, slvlUSD is earning an eye-popping 10.72% APY with underlying yield sources of only @aave + @MorphoLabs.
You can mint lvlUSD and stake it for slvlUSD on @levelusd or just go direct from stablecoins (ie USDC or USDT) to slvlUSD using @CoWSwap.
🐮
You can mint lvlUSD and stake it for slvlUSD on @levelusd or just go direct from stablecoins (ie USDC or USDT) to slvlUSD using @CoWSwap.
🐮
Here's a simple strategy more ought to know about, especially if you've got size to earn with stables onchain. Even if you have $100M or more, it can easily be put to work with Coinshift csUSDL thanks to CoWSwap's integration with csUSDL. Here's how:
1⃣ Borrow wUSDL on Morpho for under 1.6%
2⃣ Swap wUSDL for csUSDL on @CoWSwap
3⃣ Sit back and earn 11.77% APY (includes SHIFT rewards) or loop it up to 6.3x on @GearboxProtocol
This is strategy is ideal for anyone holding on Eth L1:
+ cbBTC
+ WBTC
+ wstETH
+ PAXG
+ csUSDC
Or if you just hold stables and want to put them to work!
First, you can borrow wUSDL against these collaterals on @MorphoLabs on Ethereum L1. wUSDL is a yield-bearing stablecoin backed by t-bill yield (3.7% APY).
So you're borrowing wUSDL for under 1.6% and earning 3.7% APY for just holding wUSDL, but wait, there's more!
🦋 Borrow wUSDL on @MorphoLabs: https://t.co/P1oDUIsGHj
Step 2 is deposit the wUSDL into @0xCoinshift's csUSDL earning 11.7% APY, including bonus SHIFT points towards a future SHIFT token airdrop, estimated currently at 7.5% based on a $150M FDV for SHIFT.
🐮 Swap wUSDL or any stable for csUSDL:
1⃣ Borrow wUSDL on Morpho for under 1.6%
2⃣ Swap wUSDL for csUSDL on @CoWSwap
3⃣ Sit back and earn 11.77% APY (includes SHIFT rewards) or loop it up to 6.3x on @GearboxProtocol
This is strategy is ideal for anyone holding on Eth L1:
+ cbBTC
+ WBTC
+ wstETH
+ PAXG
+ csUSDC
Or if you just hold stables and want to put them to work!
First, you can borrow wUSDL against these collaterals on @MorphoLabs on Ethereum L1. wUSDL is a yield-bearing stablecoin backed by t-bill yield (3.7% APY).
So you're borrowing wUSDL for under 1.6% and earning 3.7% APY for just holding wUSDL, but wait, there's more!
🦋 Borrow wUSDL on @MorphoLabs: https://t.co/P1oDUIsGHj
Step 2 is deposit the wUSDL into @0xCoinshift's csUSDL earning 11.7% APY, including bonus SHIFT points towards a future SHIFT token airdrop, estimated currently at 7.5% based on a $150M FDV for SHIFT.
🐮 Swap wUSDL or any stable for csUSDL:
On Feb 5th, @Nomaticcap wrote a post in The Edge Newsletter arguing why the cycle's not over according to onchain indicators.
After a new ATH of $109k, BTC dropped to $95k by Feb, and would go on to bottom around ~$75k.
Here's his latest update... 🐂📈
After a new ATH of $109k, BTC dropped to $95k by Feb, and would go on to bottom around ~$75k.
Here's his latest update... 🐂📈
Three types of men walk into a bar...
A crypto guy
A poker guy
A golf guy
The catch is they're all just one guy, @JMPlusEV!
Tune in for a new @edge_pod Friday on @GolfNApp, a new rewards app built on @solana, about to launch with 40k+ golfers waitlisted to get paid to golf ⛳️
A crypto guy
A poker guy
A golf guy
The catch is they're all just one guy, @JMPlusEV!
Tune in for a new @edge_pod Friday on @GolfNApp, a new rewards app built on @solana, about to launch with 40k+ golfers waitlisted to get paid to golf ⛳️
🤔 Everyone wants higher stablecoin yields, but finding them without excessive risk is hard.
💥 @levelusd claims they’ve solved this so we had to dig in!
🎙️ Tune in as we unpack their thesis with for low-risk stablecoin yields with CoFounder @KedianSun.
https://pods.media/edge/can-level-lvlusd-offer-the-best-low-risk-stablecoin-yield
💥 @levelusd claims they’ve solved this so we had to dig in!
🎙️ Tune in as we unpack their thesis with for low-risk stablecoin yields with CoFounder @KedianSun.
https://pods.media/edge/can-level-lvlusd-offer-the-best-low-risk-stablecoin-yield
🤔 Got ETH?
😇 How about 15x looped staked ETH?
🦉 @indexcoop just launched a new Smart Loop product for yield tokens built on advanced recursive looping strats, like a 15x Staked ETH strategy (looping ETH against wstETH on @MorphoLabs).
🤑 It's currently 15.5% APY, the highest real ETH yield.
👉 Check it out on the Index Coop app: https://t.co/Re5MupIYdM
🧐 But do yourself a favor and learn how this strategy has performed over the last few months, including how often the spread has gone negative given the higher leverage (it's been negative 7% of the time).
😇 How about 15x looped staked ETH?
🦉 @indexcoop just launched a new Smart Loop product for yield tokens built on advanced recursive looping strats, like a 15x Staked ETH strategy (looping ETH against wstETH on @MorphoLabs).
🤑 It's currently 15.5% APY, the highest real ETH yield.
👉 Check it out on the Index Coop app: https://t.co/Re5MupIYdM
🧐 But do yourself a favor and learn how this strategy has performed over the last few months, including how often the spread has gone negative given the higher leverage (it's been negative 7% of the time).
🤔 Got ETH?
😇 How about 15x looped staked ETH?
🦉 @indexcoop just launched a new Smart Loop product for yield tokens built on advanced recursive looping strats, like a 15x Staked ETH strategy (looping ETH against wstETH on @MorphoLabs).
🤑 It's currently 15.5% APY, the highest real ETH yield.
👉 Check it out on the Index Coop app: https://t.co/Re5MupIYdM
🧐 But do yourself a favor and learn how this strategy has performed over the last few months, including how often the spread has gone negative given the higher leverage (it's been negative 7% of the time).
😇 How about 15x looped staked ETH?
🦉 @indexcoop just launched a new Smart Loop product for yield tokens built on advanced recursive looping strats, like a 15x Staked ETH strategy (looping ETH against wstETH on @MorphoLabs).
🤑 It's currently 15.5% APY, the highest real ETH yield.
👉 Check it out on the Index Coop app: https://t.co/Re5MupIYdM
🧐 But do yourself a favor and learn how this strategy has performed over the last few months, including how often the spread has gone negative given the higher leverage (it's been negative 7% of the time).
🤔 Got ETH?
😇 How about 15x looped staked ETH?
🦉 @indexcoop just launched a new Smart Loop product for yield tokens built on advanced recursive looping strats, like a 15x Staked ETH strategy (looping ETH against wstETH on @MorphoLabs).
🤑 It's currently 15.5% APY, the highest real ETH yield.
👉 Check it out on the Index Coop app: https://t.co/Re5MupIYdM
🧐 But do yourself a favor and learn how this strategy has performed over the last few months, including how often the spread has gone negative given the higher leverage (it's been negative 7% of the time).
😇 How about 15x looped staked ETH?
🦉 @indexcoop just launched a new Smart Loop product for yield tokens built on advanced recursive looping strats, like a 15x Staked ETH strategy (looping ETH against wstETH on @MorphoLabs).
🤑 It's currently 15.5% APY, the highest real ETH yield.
👉 Check it out on the Index Coop app: https://t.co/Re5MupIYdM
🧐 But do yourself a favor and learn how this strategy has performed over the last few months, including how often the spread has gone negative given the higher leverage (it's been negative 7% of the time).
🤔 Got ETH?
😇 How about 15x looped staked ETH?
🦉 @indexcoop just launched a new Smart Loop product for yield tokens built on advanced recursive looping strats, like a 15x Staked ETH strategy (looping ETH against wstETH on @MorphoLabs).
🤑 It's currently 15.5% APY, the highest real ETH yield.
👉 Check it out on the Index Coop app: https://t.co/Re5MupIYdM
🧐 But do yourself a favor and learn how this strategy has performed over the last few months, including how often the spread has gone negative given the higher leverage (it's been negative 7% of the time).
😇 How about 15x looped staked ETH?
🦉 @indexcoop just launched a new Smart Loop product for yield tokens built on advanced recursive looping strats, like a 15x Staked ETH strategy (looping ETH against wstETH on @MorphoLabs).
🤑 It's currently 15.5% APY, the highest real ETH yield.
👉 Check it out on the Index Coop app: https://t.co/Re5MupIYdM
🧐 But do yourself a favor and learn how this strategy has performed over the last few months, including how often the spread has gone negative given the higher leverage (it's been negative 7% of the time).
Institutions are here and guess what anon? They aren’t into your new L1.
They’re going to the most secure network.
Ethereum 🫡
They’re going to the most secure network.
Ethereum 🫡
Institutions are here and guess what anon, they aren’t aping your new hot L1?
They’re going to the most secure network.
Ethereum 🫡
They’re going to the most secure network.
Ethereum 🫡
So much intellectual masterbating on the timeline that can be summed up as “the upside on every token is unlimited but we ought to employ the most rigorous valuation methods when it comes to ETH”
Max pain is sending ETH higher 🚀
Max pain is sending ETH higher 🚀
Welcome back! 😊
There’s no better way to jumpstart the week than listening to a new @edge_pod with @Brandon_M_Kumar distilling all the lessons he’s learned interviewing and investing in the top performing VCs in crypto…https://podcasts.apple.com/us/podcast/the-edge-podcast/id1671489227?i=1000709782773
There’s no better way to jumpstart the week than listening to a new @edge_pod with @Brandon_M_Kumar distilling all the lessons he’s learned interviewing and investing in the top performing VCs in crypto…https://podcasts.apple.com/us/podcast/the-edge-podcast/id1671489227?i=1000709782773
Happy Friday! ✌️
Look for a new @edge_pod tomorrow in your inbox, with @layer3xyz CoFounder @Brandon_M_Kumar.
This is a must-listen for every crypto investor who asked themselves the last few months of market chop, "where should I be focused right now?"
Brandon knows. He understands the mindset of the most successful investors in this space.
He is one of the few in the world who has spent years studying the investor DNA behind the industry's top crypto-native VCs, during his time at Accolade.
He is also one of the best in the world at articulating what is your job, as an investor in this industry.
I've played back the conversation 2x since recording, there's so much he shared that I want to absorb better myself as an investor.
Subscribe at 👉 https://t.co/Pm9e0APe9B
Note: Special thanks to Brandon for entertaining questions from 2 guys with hats that say "BEER" and "Dad."
Look for a new @edge_pod tomorrow in your inbox, with @layer3xyz CoFounder @Brandon_M_Kumar.
This is a must-listen for every crypto investor who asked themselves the last few months of market chop, "where should I be focused right now?"
Brandon knows. He understands the mindset of the most successful investors in this space.
He is one of the few in the world who has spent years studying the investor DNA behind the industry's top crypto-native VCs, during his time at Accolade.
He is also one of the best in the world at articulating what is your job, as an investor in this industry.
I've played back the conversation 2x since recording, there's so much he shared that I want to absorb better myself as an investor.
Subscribe at 👉 https://t.co/Pm9e0APe9B
Note: Special thanks to Brandon for entertaining questions from 2 guys with hats that say "BEER" and "Dad."
When it comes to @MorphoLabs vaults, does anyone know on average, what % of borrowing demand is the curator itself vs other parties?
I've assumed a majority of it is the curators putting up their own collateral, borrowing, and running strategies.
Love to be corrected if this isn't the case.
I've assumed a majority of it is the curators putting up their own collateral, borrowing, and running strategies.
Love to be corrected if this isn't the case.
I get being bullish Worldcoin but a token at $15B FDV?
No thanks 🤮
“But the big VCs just bought it?”
Doesn’t matter, they buy local highs on a lotta stuff.
Note: I’m bullish on their product development + growth but a $15B token isn’t the asymmetric upside I’m looking for.
No thanks 🤮
“But the big VCs just bought it?”
Doesn’t matter, they buy local highs on a lotta stuff.
Note: I’m bullish on their product development + growth but a $15B token isn’t the asymmetric upside I’m looking for.
Logga in för att utforska mer innehåll