Yoyo Wong

technically musing @inkonchain | node & edge enjoyer

[sergio @cruelhandeth]

rwa supercycle (real)

[Yoyo Wong @0xwongwei]

who let @tydrohq have ANOTHER $25m for borrows at a fixed rate?

I thought crypto was an unserious industry??

[Tydro @tydrohq]

TydroInkPoints are renewed for September 16–23.

100,700 points across nine campaigns: USDC, USDT, WETH, USDG and GHO.

Budgets reset every week.

[zach @tradertrader350]

P W O

[Yoyo Wong @0xwongwei]

bullish on those who spent highschool on:

- botting sneaker lotteries
- skin arbing on csgo
- sudo on Minecraft Hunger games
- active on ogusers
- sold IOS jailbreaking services

[chris @chrislevan24]

btw evil didn't die it just reinvented itself: the kids who botted yeezys in high school are all gtm engineers now.

[Yoyo Wong @0xwongwei]

@VickyQi17 @inkonchain 别人恐惧我跨链

[alice @aliceisplaying]

opus 4.5 is like "ha. good one. the user is clearly fucking with me"

[Yoyo Wong @0xwongwei]

I think what they say is:

Hyperliquid

[Kraken @krakenfx]

kHYPE is live on Kraken.

Wrapped HYPE, backed 1:1 in Kraken custody. Verifiable onchain. Usable across DeFi on @Inkonchain.

Swap back anytime.

Read more: https://t.co/aFpX1FiU77

[Yoyo Wong @0xwongwei]

@tydrohq https://t.co/s6eeP21Ncb

[Yoyo Wong @0xwongwei]

Exposure accumulation control is paramount to any book

@tydrohq's fixed rate launch also drew explicit boundaries for collateral exposure, under Aave V3 tech

Aave V4 allows markets to share funding, while assigning rules for each collateral, as well as setting borrow limits.

Understanding order accumulation against limits was a primitive during my time as a quant dev and I really do think V4 embodies such risk controls

Would love to hear all your thoughts on plans going forward, so make sure your voice is heard on the Tydro forum!

[Tydro @tydrohq]

A new Temp Check for Tydro is now live on the forum discussing listings for the below assets, plus an open question on V3 vs. V4 architecture going forward.

Proposed and issuer(s):
• kHYPE - Kraken wrapped Hyperliquid in QC
• xSPY - Backed
• syrupUSDC/USDG - Maple
• XAUt0 - Tether

Share comments, questions, and thoughts with the contributors and community at https://t.co/xl5hz1mc41.

[Yoyo Wong @0xwongwei]

@0xInkWizard @inkfndhq @Quotrons404 @cruelhandeth @arjunsethi @drwasho @MisturWolf @0xsubugatai @itsgleninnit steady lad, testing stuff

[Dave Ripley @DavidLRipley]

@krakenfx's core focus has always been the security of client funds.

Now, with the launch of Tydro v2, clients can access DeFi-native liquidity without selling their Bitcoin or leaving Kraken's trusted custody solution.

Clients can use kBTC to collateralize overnight fixed-rate loans onchain, while the underlying Bitcoin remains in Kraken's qualified custody. Clients no longer have to choose between keeping their Bitcoin in qualified custody and accessing onchain lending markets.

[Yoyo Wong @0xwongwei]

@hxcbtc @tydrohq Hey, think we dmd you. Please reply if you can share there. Also, if you think you found a bug in AaveV3, please report to @aave themselves, thanks

[Yoyo Wong @0xwongwei]

Just use Aave

[binji @binji_x]

Alright guys, if you know me, I am usually quite jaded by number-milestone announcements because a lot of them have been gamed by shoddy teams getting one whale to park funds, take a screenshot for the corporate brand account, and then pull out of the pool, BUT Low-Risk DeFi adoption is actually getting more real than ever, so I fired up our internal agent and did some digging on @aave V4, and man, I have to say, the numbers are genuinely impressive when you consider what is actually happening.

Here's what I found (all straight from onchain data):

First off, the best thing IMO is that this is a cold start.

AAVE V2 and V3 grew by incentivizing the migration of existing AAVE users, whereas V4's $530M is opt-in. If V4 can accumulate this much liquidity before a big migration wave really begins, there is still a fairly obvious pool of capital sitting on older Aave deployments that can move later.

> Growth is quite linear, so we are seeing a steady accumulation versus farming spikes.

> $188M is actively borrowed against $525M supplied, so a 36% utilization 5 months in, and these deposits are actually being used as credit vs just sitting there for a screenshot. (Utility, baby).

> The depositors are fairly sticky, with around 65% retention; around 5,050 wallets have supplied, and around 3,270 still hold a balance. People seem to be depositing and staying (I would love to further track how long the average depositor stays)

> Around 28% of TVL lies within partner spokes (@ether_fi @maplefinance , @pendle_fi @LidoFinance). This is very cool; as an EtherFi user, it's gotten me to deposit some leftover balances personally too. Generally, I quite like the idea of composability as a core feature for builders within the Ethereum ecosystem, but my true love and desire is to witness that same composability now leak into real-world finance. I strongly believe that as front ends and neobanks improve, they will enable many core DeFi protocols to succeed.

Overall, I am very excited for Low-Risk-DeFi to begin working at scale without massive incentives, and this is a nice visualization of that happening. We still need to do much more to get into the real world and truly advance economic freedom for all, but the groundwork is clearly being laid here.

I am going to look into all of this more, so please share your thoughts with me here or in DMs so I can get better at it all!

[Yoyo Wong @0xwongwei]

been keeping what i've been building with @inkonchain under wraps, but here we are

Tydro v2 is a direct answer to the users we've spoken and listened to, regarding their grievances with the current borrow/lend landscape

loud solutions require loud, no-brainer problems that has been screaming at us since April

come do DeFi with market isolation, predictable rates, term markets and much more coming soon

[Tydro @tydrohq]

https://t.co/0Eh90LrEYH

[Tydro @tydrohq]

https://t.co/0Eh90LrEYH

[Tydro @tydrohq]

The Tydro v2 protocol upgrade goes live in approximately 1 hour

USDC borrow rates will increase at the time of the payload execution (approximately 20:15 UTC)

This affects open USDC borrow positions against USDe in eMode. Please monitor your accounts accordingly

Stay tuned for future updates on v2 launch

[luna @ImLunaHey]

every senior engineer eventually discovers that half of software architecture is just inventing increasingly elaborate ways to form a queue.

[HypernativeLabs @HypernativeLabs]

.@tydrohq, the lending protocol built for the L2 from the team that brought you KrakenInk network, now runs Hypernative's Transaction Guard across Ethereum mainnet, Optimism, and Ink. It simulates every Safe multisig transaction and reverts anything that breaks policy, even after it's fully signed.

Key compromises, not contract bugs, have driven most DeFi exploits this year. Locking down the moment of execution closes that gap.

Read the announcement: https://t.co/OanrCZHnzn

[Yoyo Wong @0xwongwei]

@SagivMooly OH SHIT