Sean (@0xseanss) 's Twitter Profile
Sean

@0xseanss

Ex management consultant & VC |
Crypto class of 2017 |

views are my own

ID: 949929423674867712

calendar_today07-01-2018 09:03:18

292 Tweet

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311 Takip Edilen

Will.hl 威廉姆斯 (@rbchi) 's Twitter Profile Photo

How is HyperEVM doing 48+ hours after its mainnet launch? Here are some breakdowns and tips to help you navigate HyperEVM more easily: 1. HyperEVM Ecosystem current status After the launch of the HyperEVM mainnet, projects will gradually launch over time. On the ecosystem

How is HyperEVM doing 48+ hours after its mainnet launch?

Here are some breakdowns and tips to help you navigate HyperEVM more easily:

1. HyperEVM Ecosystem current status 

After the launch of the HyperEVM mainnet, projects will gradually launch over time. On the ecosystem
Pendle Intern (@pendleintern) 's Twitter Profile Photo

AFTER ALL THIS TIME? Always. Yeah pools are still this good. 71% Profit + 249% APY for YT-USDe (July 2025). And this is considering: 🔹3% airdrop for both Season 3 + Season 4 🔹A "bear market" FDV of $7B → down from previous months' highs of $14B-15B iUSDe is

AFTER ALL THIS TIME? Always.

Yeah <a href="/ethena/"></a> pools are still this good.

71% Profit + 249% APY for YT-USDe (July 2025).

And this is considering:
🔹3% airdrop for both Season 3 + Season 4
🔹A "bear market" FDV of $7B → down from previous months' highs of $14B-15B

iUSDe is
Ryan Watkins (@ryanwatkins_) 's Twitter Profile Photo

Hyperliquid Thesis Syncracy believes $HYPE possesses a unique revenue engine, combining an exchange and smart contract platform, that positions it to become the highest earning blockchain in the world. Our thesis on Hyperliquid’s "financial aggregator” opportunity. 1/

Hyperliquid Thesis

Syncracy believes $HYPE possesses a unique revenue engine, combining an exchange and smart contract platform, that positions it to become the highest earning blockchain in the world.

Our thesis on Hyperliquid’s "financial aggregator” opportunity.

1/
Taran (@taran_ss) 's Twitter Profile Photo

OTC arbitrage strategy clearly in play today - courtesy of building the largest allocation strategy for market neutrl yield on your stables. Example in qs is $OM - buy locked tokens at 50 to 60% disc to spot locked for 6 to 12mo - hedge with short on perps (size

Polygon DeFi (@0xpolygondefi) 's Twitter Profile Photo

the only TVL that matters is productive TVL the assets actually being used in DeFi and contributing to the overall health & growth of the ecosystem

Polygon DeFi (@0xpolygondefi) 's Twitter Profile Photo

ALMs make productive TVL on katana even more efficient for both traders and LPs check out these ALM vaults from Steer Protocol | 🐂, @charmfinance, @thedeep_xyz, and @gammastrategies

DeFi Dad ⟠ defidad.eth (@defi_dad) 's Twitter Profile Photo

Feeling a little behind on all this but what Katana ⚔️ has built with this vaultbridge (vbTokens) is very clever. "Users receive vbTokens on katana (vbUSDC, vbETH, vbWBTC, etc). idle vbTokens don’t earn by themselves. you need to put them to work in lending or other LPs to tap the

DeFi Dad ⟠ defidad.eth (@defi_dad) 's Twitter Profile Photo

One more Katana ⚔️ killer yield--looping weETH / vbETH on Morpho Labs... weETH yield = 3.3% vbETH borrow = 0.94%-1.46% Assuming 86% LTV / 91.5% LLTV on Morpho for the weETH / vbETH market on Katana, we can achieve a leveraged position of ~7x. This means we might achieve a net

One more <a href="/katana/">Katana ⚔️</a> killer yield--looping weETH / vbETH on <a href="/MorphoLabs/">Morpho Labs</a>...

weETH yield = 3.3% 
vbETH borrow = 0.94%-1.46%

Assuming 86% LTV / 91.5% LLTV on Morpho for the weETH / vbETH market on Katana, we can achieve a leveraged position of ~7x.

This means we might achieve a net
Polygon DeFi (@0xpolygondefi) 's Twitter Profile Photo

the research team over at DefiLlama.com just released a 30-page report on Katana Katana is different. with four primary revenue drivers that flow back to higher yields and deeper liquidity for users. "where does the yield come from?" - this report from DL Research dives DEEP 👇