Commander Keen

Co-founder and CTO @BlockAnalitica, father of 3

[Commander Keen @0xCommanderKeen]

@bcherny Looks like it still cant fix duplicate text in cli

[Sam MacPherson @hexonaut]

This is one of the best accounting dashboards I've seen.

Easy to see what backs USDS, with full details for those who want it.

h/t @BlockAnalitica setting the standard

[Commander Keen @0xCommanderKeen]

@MattFiebach This chart is wrong, sUSDS APY should be flat most of the time, not that it is changing daily

[Commander Keen @0xCommanderKeen]

@glebcc Thank you 😊

[Commander Keen @0xCommanderKeen]

@0xHaley_ @BlockAnalitica @SkyEcosystem Yes, we will write detail methodologies for all PnL inputs. Coming soon :)

[Block Analitica @BlockAnalitica]

In an effort to make @SkyEcosystem's transparency and operations more accessible and easier to follow, we're happy to contribute to Sky Frontier Foundation by developing a new dashboard covering all financial aspects of Sky protocol.

This includes:
- Full PnL and Balance Sheet
- Collateral breakdowns
- Prime agents and their allocations
- Loss waterfall on Sky level
- Risk capital requirements, SSR, and much more

Dashboard: https://t.co/eGEb7texV9.

[Block Analitica @BlockAnalitica]

We're proud to contribute as a data provider for the @SkyEcosystem's quarterly report.

[Sam MacPherson @hexonaut]

@0xngmi DeFi will be fine, but risk management needs to be taken more seriously.

This is a wake up call.

[Commander Keen @0xCommanderKeen]

@hexonaut @dcfgod

[Sam MacPherson @hexonaut]

There are a few protocols claiming they have no exposure to rsETH, but they actually do. Not having rsETH as collateral does not mean you have no exposure.

If you have a material amount of collateral with their balance sheet in one of the affected lending markets, this counts.

[Commander Keen @0xCommanderKeen]

Nothing is safe anymore

[Commander Keen @0xCommanderKeen]

@cuntycakes123 well LT is set to 95%, so still quite some bad debt if haircut

[Commander Keen @0xCommanderKeen]

Why does everything always seem to go wrong right when I’m about to go to bed?

[definikola @definikola]

fine-tuned data is *the moat* (not just for AI), and when it comes to risk data specifically, @BlockAnalitica is the provider

[Commander Keen @0xCommanderKeen]

@0xArhat Wat?

[DeFi Sphere @TheDefiSphere]

We're heading to @EthCC Cannes next week.

Want to talk stablecoin lending analytics, risk infrastructure, or what we're building at Sphere? DM anyone from @BlockAnalitica.

Let's meet.

[Block Analitica @BlockAnalitica]

How our risk framework protected @hyperlendx from the Resolv (USR) exploit.

When we assessed USR for onboarding, we flagged a privileged SERVICE_ROLE; a single key that could control minting operations with no on-chain amount validation, no oracle checks, no caps. We called it a centralization risk and a single point of failure.

On March 22nd, that's exactly what was compromised.

Our recommendation was clear: USR should be borrowable only, never eligible as collateral. The asset carries significant CeFi dependency risk from off-chain infrastructure, custodians, privileged keys. This made it unsuitable for collateral use.

Because USR was never collateral on Hyperlend, two things held:
1. The attacker could never deposit illicitly minted USR as collateral to borrow legitimate assets like USDC or ETH. This is the exact drain vector that hit other platforms. On Hyperlend, that door was never open.
2. No leveraged looping, no liquidation cascading, no oracle arbitrage opportunity.

We recommended pricing USR at its market price from day one. When the depeg hit, the oracle repriced naturally. Any lender losses on Hyperlend are equivalent to simply holding USR, loss from price action, not from protocol insolvency or bad debt.

Total USR exposure on Hyperlend was ~5k USR with conservative supply and borrow caps. Our team responded within 2 hours of the exploit.

Zero bad debt. No protocol insolvency. No contagion.

gLend.

[0xSimon @0xSimon]

@TheDefiSphere Defi need better risk metrics , huge props to the @BlockAnalitica team for this build

[DeFi Sphere @TheDefiSphere]

Today we're launching the new Sphere Dashboard.

Real-time DeFi stablecoin lending analytics: rates, risk scores, liquidation data, and simulation tools across 270+ markets on Ethereum, Arbitrum, Base, Avalanche, and Plasma.

https://t.co/dlJLR30Qj2

[DeFi Sphere @TheDefiSphere]

Sphere has been rebuilt from the ground up.

Real-time rates. Risk scores. Rate simulations. 4,000+ chartable data series across top DeFi lending protocols and networks.

Built by @BlockAnalitica, the risk team behind @SkyEcosystem.

Live Monday. Follow for the official announcement.