Lunaman

DeFi Maxxing as Head of Jardineros @ClearstarLabs 🧙
Opinions are my own ♦️

[Lunaman @Alacomm]

https://t.co/9hVh5PetPz

[Lunaman @Alacomm]

I'll buy as much STRC as you have, right now, at $0.000001.

Sell me all you want.

Then go fuck off.

[Lunaman @Alacomm]

Nothing wrong with apyUSD inherently as a product.

We didn’t list it as collateral on lending markets because it has no redemptions.

So now, who will liquidate the lending markets I wonder, and how did those curators even list the asset goes beyond me.

[Lunaman @Alacomm]

@cocoahomology I was promised risk free yield

[Flare ☀️ @FlareNetworks]

Two cap raises. One week.

Another 5M FXRP of capacity is now open on the @upshift_fi earnXRP vault — curated by @ClearstarLabs, powered by Flare Smart Accounts on @XamanWallet.

Same conviction. More room. More demand for onchain yield.

[Lunaman @Alacomm]

Euler's architecture allows for really cool structures and trades!

You can use a tokenized CLO (deJAAA) as collateral to short the S&P500 (already happening)

or

deposit S&P500 (deSPXA) and leverage it by borrowing USDC while getting paid extra by those who are shorting deSPXA.

Talk about efficiency 📈

[Clearstar Labs @ClearstarLabs]

You can lend out long or short deSPXA from @centrifuge on the Clearstar RWA cluster.

Passively lending out your deSPXA tokens currently pays 10.47% yield on top of being long the S&P 500.

All on @eulerfinance

[kanv @gupta_kanv]

RWA @centrifuge market on @base by @ClearstarLabs has grown by more than 3x in the last few days.

Long assets like deJAAA or deSPXA powered by @eulerfinance vaults.

[Clearstar Labs @ClearstarLabs]

Currently powered by Clearstar vaults on @Morpho and @ipor_io.

We'll do our best to keep delivering.

[512M | DeFi Research @512M_AG]

Quick interesting read about the recent $vsdCRV hack.

Also thanks to @safetyth1rd and the ETH Security chat for initially pointing this out.

[Clearstar Labs @ClearstarLabs]

USDC incentives are now live on the Clearstar RWA cluster on @eulerfinance.

The cluster is a lending market collateralized by deJAAA and deSPXA, which are tokenized real-world assets from @centrifuge.

USDC suppliers now earn base supply yield alongside the new USDC rewards.

[Clearstar Labs @ClearstarLabs]

Clearstar is now live on @superformxyz's curator discovery page.

Explore our DeFi portfolio: many of the protocols we've vetted, the ecosystems we're building across, and the vaults we're curating

[Hydrex @HydrexFi]

Hydrex is utilizing a USDC grant to incentivize & grow cbETH liquidity on Base.

Stake cbETH/WETH now to earn USDC today.

[Lunaman @Alacomm]

@ChefDoxie @PancakeSwap @base killer APR IMO. casually 4x cbETH's staking rate

[Lunaman @Alacomm]

@berluscoin_ true, better to test in prod

[Lunaman @Alacomm]

When I talk to noncrypto people, I often make the following analogy:

“DeFi Yield ecosystem can be visualised as a group of guys sitting down, arranged in a circle and jerking each other off”

Refer to the quoted tweet’s info below 👇

circa 2026, colorized.

[YAM 🌱 @yieldsandmore]

By our calculations, $1.33B out of $4.4B of USDe's backing is lending against itself.

Here’s the rule we used:
Estimated self-lending = gross borrowing against USDe/sUSDe collateral × Ethena’s share of supplied liquidity in that market

So if a pool has $556M borrowed against USDe/sUSDe, but @ethena supplies 47.4% of the liquidity, we attribute ~$263M of that as Ethena-funded self-lending.

We’re not counting the full amount borrowed against USDe/sUSDe as “self-lending” where @ethena is not the only lender.

Using this pro-rata method, we get:
- Estimated Ethena self-lending: ~$1.33B
- Gross amount borrowed against Ethena assets: ~$1.67B
- Difference from pro-rata attribution: ~$336M

Sources of data:
AAVE: https://t.co/zeU9yvlXvY
Steakhouse USDtb: https://t.co/SpF5M5fcab
Steakhouse Prime: https://t.co/M63p1PVYV6
Kamino: https://t.co/opd9knbVcf
Juplend: https://t.co/RmdBd58Xz3
Backing: https://t.co/RrxbDYxemJ

[Lunaman @Alacomm]

@0x_gkn Was trying to find this pic to add to the post but to no avail

Right on point sir 🔝

[Lunaman @Alacomm]

@0xRamenUmai I give my consent to be touched by @YuzuMoneyX

[YAM 🌱 @yieldsandmore]

Ethena (@ethena) has updated its transparency page, providing exact visibility into where assets are deployed and making all onchain wallets public.

As of now, $2.8B of $4.4B, around 64%, is visible onchain. The remainder sits in custodial solutions where user assets are commingled and cannot be easily identified.

Transparency page:
https://t.co/RrxbDYxemJ

EVM cluster:
https://t.co/hCzrxIhSr3

Solana:
https://t.co/VQd5cglzw0

[kanv @gupta_kanv]

Euler has shown that it can monetize.

The next phase is about growth quality: more markets, more curators, more integrations, and more durable liquidity.

It couldn't get more exciting!

[Lunaman @Alacomm]

@HorinekPM @ipor_io @base @ClearstarLabs @628Labs @harvest_finance Basepilled

[Lunaman @Alacomm]

@Smallro_man Curious to also understand what "institutional" means to people. Does it mean regulated, insured, reputable curator?

[Lunaman @Alacomm]

I’m retarded but isn’t the Clarity Act mega bullish vaults?