Sean

Head of BD at @DWFLabs

Crypto class of 2017 |

views are my own

[Sean @0xSeanSS]

Looking forward to meeting all the builders tmrw!

[Superteam Malaysia @SuperteamMY]

NOW HAPPENING: Solana Network State [Spring 2026] Frontier Build Kickoff in @ns 🔥

[Sean @0xSeanSS]

@foresightnow Just getting started!

[Katana ⚔️ @katana]

the research team over at @DefiLlama 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 👇

[Sean @0xSeanSS]

@ahboyash @Domahhhh @GaetenD @PredMTrader @Foster @cobybets1 @theduckguesses @0xWeber @LeotheHorseman @0xTone @shayne_coplan @mansourtarek_ @tradefoxintern @j0hnwang Gotta add @easonchaiii on that builders' list with his @foresightnow cook.

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

One more @katana killer yield--looping weETH / vbETH on @MorphoLabs...

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 looping yield of...

(3.3% x 7) - (1.46% x 6) = 14.3%

The yield could be much higher (17.5%) if you consider the boosted KAT rewards for vbETH borrows, bringing the effective borrow rate down to 0.94% assuming KAT achieves a $1B FDV in the future, but discarding this completely, 14.3% is killer.

🦋 Collateralize / borrow on Morpho: https://t.co/LLf3XYaVo5

🍣 Swap borrowed vbETH for weETH on @SushiSwap: https://t.co/Os61WEBLS6

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

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 boosted yield. these are not liquid staking tokens."

The capital efficiency unlock here is huge--all those bridged assets earn yield on Ethereum L1 and then get redirected to DeFi users putting those vbTokens to use in DeFi pools on Katana.

Idle vbTokens do NOT earn any yield. Holding vbTokens in your wallet does not entitle you to the L1 yield generated from vaultbridge. You must deploy vbTokens into LPs or lending markets on Katana in order to benefit from the boosted rewards.

The key to all of this working as designed, is keeping the underlying assets backing vbTokens secure in "low‑risk, high‑liquidity strategies on Ethereum, via Morpho vaults" so that the yield can be redirected to boost/incentivize DeFi protocol activity on Katana.

vaultbridge currently boosts 3 different battle-tested DeFi protocols available on Katana:

@MorphoLabs
@SushiSwap
@yearnfi

I would highly recommend you go exploring sooner because the KAT token is not live yet.

This is a perfect example of what @Nomaticcap has been writing about in Yields of the Week in The Edge Newsletter--making concentrated bets as an LP on DeFi with reasonable timelines to commit (a few months) prior to their TGE, competitive base APYs, proven DeFi protocols to mitigate chance of an exploit, but meanwhile, unlimited upside depending on how their future token launch goes (KAT).

[Jared Grey @jaredgrey]

Today, @SushiSwap crossed 1B in volume on @katana!

[Katana ⚔️ @katana]

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

[Katana ⚔️ @katana]

ALMs make productive TVL on katana even more efficient

for both traders and LPs

check out these ALM vaults from @steerprotocol, @charmfinance, @thedeep_xyz, and @gammastrategies

[Katana ⚔️ @katana]

NBA prediction markets are now live in the @foresightnow dojo

the future of prediction markets lives on katana ⚔️

[Sean @0xSeanSS]

@CJCJCJCJ_ Aight, up we go.

[Sean @0xSeanSS]

@onchainquant Amazing poetry

[Sean @0xSeanSS]

@onchainquant Omakase supply for life

[Sean @0xSeanSS]

@_BillionAireSon @Polymarket @Kalshi @Truemarketsorg @Overtime_io @MyriadMarkets @meleemarkets @SpecMarkets @foresightnow missing from this list.

[Sean @0xSeanSS]

@onchainquant Ok I go farm with haste.

[nicolas, 30 ans @nic_carter]

basically,

[Sean @0xSeanSS]

@mattyap145 What lambo are you buying?

[Katana ⚔️ @katana]

stop sleeping on your bags

training starts tomorrow at 11am et | 3pm utc
https://t.co/AYZ9U6pxEx

[Taran @Taran]

OTC arbitrage strategy clearly in play today - courtesy of @neutrl 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 ranging from principal to notional)
- lock in otc profit
- often profit from funding rate arb + staking rewards

When coin goes down, shorts pay out cash making these trades more capital efficient when you get the hedges at higher FDVs.

Main risk are ADL (auto deleveraging), funding rates falling (eg $MOVE) and strong upward price movements. You can build systems to manage all 3 of the above.

[Sean @0xSeanSS]

@CJCJCJCJ_ Come bball instead pls