Leo

Entusiasta de cripto e blockchain | Explorando o futuro da Web3 | DeFi & NFTs | Compartilhando ideias e sempre aprendendo!

[Leo @0xleocripto]

@fabofr @JuanMontoni Mas eu não falo somente de FDV. Meu ponto é que a conta dele de valuation não considera o FDV que é muito mais assertivo para avaliar quanto vale HYPE e SOL. E HYPE vale mais.

[Leo @0xleocripto]

@JuanMontoni Mas ai foi matemática muito básica, olhando somente para MCAP. Ignorar o FDV atual de HYPE é um erro, na minha opinião. Isso não quer dizer que HYPE vai ou não bater 200 usd antes de SOL voltar a esse patamar, mas é ignorar que, hoje, HYPE vale mais que SOL já...

[The Wall Street Journal @WSJ]

Hyperliquid, a decentralized crypto platform, is open 24 hours a day, seven days a week. The exchange has emerged this year as a go-to spot for Wall Street’s weekend warriors. https://t.co/3VCVCnxToh

[Hyperliquid @HyperliquidX]

RWA open interest on Hyperliquid reached a new ATH of $3B

HIP-3 has set a new OI record every month since its launch in October 2025

[Venice @AskVenice]

Today, VVV emissions reduced from 5M to 4M tokens per year

This is the second of three planned reductions:
- May 1st: 6M → 5M
- June 1st: 5M → 4M
- July 1st: 4M → 3M

Our goal is a net deflationary VVV with native yield, where burns exceed emissions

[Leo @0xleocripto]

@marioliveirain e mesmo assim chutou para fora

[Hylo @hylo_so]

Recently liquidated on Solana @perps? You may be entitled to compensation.

At Hylo, we believe no trader should suffer alone. That’s why we’re offering $100 in xSOL relief to victims of Solana perp liquidations over $500.

How it works:

1. Open a $100 xSOL position using the liquidated wallet at https://t.co/zW9n2qNIFX
2. DM us your wallet address and perp platform name for verification
3. You’ll receive an additional $100 in xSOL within 24 hours

Limited spots available.

[Leo @0xleocripto]

Quem não tem HYPE está errado

[cryptosincero.hl @sincero_crypto]

🔥 Novo ATH e rompimento dos $60.

[Venice @AskVenice]

Venice is increasing programmatic VVV burns.

Each new Pro subscription now burns $2 in VVV (up from $1). New Pro+ and Max subscriptions now also trigger programmatic burns at $5 and $10 in VVV respectively.

[Ethena @ethena]

LayerZero bridging for both sUSDe and USDe is now back live across all chains following the temporary pause.

We've strengthened security by increasing DVNs from 2/2 to 4/4 across all chains with the existing rate limits of $10m per hour.

We will continue providing updates as necessary.

[Venice @AskVenice]

The latest $VVV burn has been executed — the biggest to date.

[nico @0xNIC0]

Update: WRT Drift Protocol Exploit

On April 1st, an exploit occurred on an external integration Drift protocol that impacted the Reflect ecosystem. We understand the stress this brings to our community, and want to provide clarity on the situation.

At no point was any Reflect system compromised. Our platform, smart contracts, and non-custodial software maintain full security and integrity.

The Situation & Asset Impact
Upon learning of the exploit on the Drift program, issuance and redemption of USDC+ and USDT+ were frozen. This was necessary because the redemption rate is programmatically protected by the Reflect protocol, and a freeze was required to uphold that mechanism's integrity.

By the time the freeze took effect, the exploiter had already maximized borrow capacities across Drift markets.

USDC+: During the current phase of the Reflect non-custodial software beta, USDC+ collateral was routed to the Drift protocol and has been directly impacted by this external exploit.

USDT+: USDT+ collateral was never exposed to Drift, as it utilizes independent venues including Jupiter and Kamino lending markets. USDT+ is unaffected, and operations will resume shortly.

Moving Forward
We are working closely with legal counsel to understand the full scope of this situation and determine the best path forward for beta testers of the Reflect non-custodial software.

Out of respect for ongoing investigations and legal protocols, we cannot speculate on specific outcomes or timelines. We are monitoring the investigation by the Drift team and relevant authorities, and will communicate any material progress with appropriate haste.

Thank you for your patience as we navigate this. We appreciate the support from our community and the broader industry during this time.

[Venice @AskVenice]

The world's #1 ranked video model is now on Venice.

ByteDance's Seedance 2.0 generates up to 15 seconds of cinematic video with native lip-synced dialogue, synchronized sound effects, and physics-accurate motion.

Text-to-video. Image-to-video. Reference-to-video.

Examples 🧵

[Kamino @kamino]

Kamino can confirm that it has zero exposure to the Drift protocol compromise. Kamino users, across all products, including Vaults, Markets, and Multiply, are wholly unaffected.

[Perena @perena]

Update:

Deposits and withdrawals across all USD Star (USD*) strategies are now resumed.

USD*, NEST, and GLOW vaults are NOT AFFECTED by the @DriftProtocol exploit.

USD* is built on a multi-strategy architecture with independent yield sources, which does not include Drift as a counterparty.

— Current Product Status —

[ Operating normally ✅]

- USD* , USD*-J , USD*-P
- Glow Vault
- Nest Vault

[ Operation Paused ⚠️ ]

Neutral Trade JLP vault is affected. We have paused operation of the vault.

— On Liquidity —

Some of our partners, including @project0, paused their protocols as a precaution. Allocations within USD* carry no exposure to Drift. The temporary pause was a protective measure on their end, not a reflection of any loss in those positions.

— Perena's Belief —

Risk management is foundational to how we build. USD*'s multi-strategy architecture was designed to contain exposure and protect the majority of the product from any single point of failure.

We recognize that the temporary pause on redemptions over the last few hours may have affected your ability to access capital. We do not take that lightly and will always do our best to protect your capital. Thank you for your patience throughout this period.

[Loopscale @Loopscale]

Loopscale has no direct exposure to the ongoing situation with Drift protocol and funds in the majority of Loopscale products, including the USDC Genesis and USDC OnRe Vaults, are safe.

A small share of the SOL Genesis Vault deposits (~$170K) is allocated to MarginFi, a fraction of which may have indirect exposure through Project0 borrowers collateralized by Drift positions. Should any losses materialize, Loopscale will make affected users whole.

We take the technical and operational security of our infrastructure seriously. Our thoughts are with the Drift team and all users affected.

[OnRe @onrefinance]

Across DeFi borrow/lend protocols, OnRe markets are isolated. Following further discussions, we understand that Carrot has exposure to Drift Protocol.

Carrot's ONyc Boost Market remains isolated from Drift. Users who prefer additional precaution may choose to close positions and migrate to alternative venues.

[Exceed @Exceed_Finance]

Drift Protocol is experiencing an active exploit. We have exposure to Drift through our SOL vault. As a precautionary measure, we have paused all vault withdrawals while the situation develops.

Our USDC vault has no Drift allocation. We will resume USDC withdrawals as soon as we have confirmed the full scope of the situation.

We are monitoring closely and will provide updates as more information becomes available from the Drift team.

[PiggyBank @piggybank_fi]

Drift Exploit Update

- PiggyBank had a $106k exposure to Drift, out of the 3.95M USDC deployed in our delta-neutral trading strategy. This served as margin for a 750 SOL Long position on Drift, against a 750 SOL Short position on Lighter, reduced to 273 SOL before the exchange was paused.

- The worst case scenario drawdowns would have been: 2.67% on USDC vault, 1.60% on SPYx, 1.52% on pbJITOSOL. This is exactly the kind of counterparty risk priced in the high APY that such strategies provide.

- Nevertheless, the team is so confident in PiggyBank's vision — extra yield on xStocks — that it has unanimously decided to personally reinject $106k to cover for users' losses, even though Drift had passed our deployment risk analysis.

- Today’s NAV will be rolled as usual within 2 hours, with 0% APY for the epoch.

https://t.co/vFOQx2V7kz

[Kraken @krakenfx]

USDe Stablecoin Rewards are live on Kraken.

Earn up to 4.25% APY on USDe automatically.

No lockups. No setup. Just hold.

Limited-time boosted rate for eligible users.

Buy USDe 👉 https://t.co/DtrBMDtpvz