DeFiWalker

Onchain analyst. DeFi protocol deep dives & yield alpha — before it's priced in. | Newsletter 👇

[DeFiWalker @DeFiWalkerr]

I've been tracking DeFi onchain for a while.
Most CT follows price.
I follow money flows.

Here's who I am, what I track, and why the next 90 days matter 🧵

[DeFiWalker @DeFiWalkerr]

@cryppimagic @nadoHQ What happens when you reduce your weekly points to 1/3🤷‍♂️ They choose it, they eat it

[DeFiWalker @DeFiWalkerr]

@_The_Big_Bear_ @DragonCrip @criptomussama O eres retarded o eres 2a cuenta del estafador santino, no tiene mas🤡

[Jeremy Allaire - jerallaire.arc @jerallaire]

Stablecoin FX Perps is a cool new category (on @Arc)

[DeFiWalker @DeFiWalkerr]

@KairosOficialX Para que se usa XRP? Para que se usa LINK? Y AVAX? Y SUI? Y HBAR?
Pura especulación. “Modelo multifactor”? Si algo no tiene nada de uso y tampoco genera nada, no se que quieres estudiarle.
Precios objetivo for dummies. Menos de la mitad tienen alguna adopción y uso real.

[DeFiWalker @DeFiWalkerr]

@LexMorenoCripto También tienes a los que han farmeado a su comunidad y ahora se hacen las víctimas o sacan la de “esto siempre es por vosotros”.
Meanwhile, TGEs basura y con miles (muchos) de euros ganados a costa de su comunity.
Penita Spanish CT ahora mismo. Muy poco valor queda ya por aquí😔

[DeFiWalker @DeFiWalkerr]

@math_markets Wealth vs rich!

[DeFiWalker @DeFiWalkerr]

@johnN5c @pacifica_fi Ventas de call y ventas de put 1DTE. Next step, opciones al completo imagino. Peligroso para activos tan volatiles😅 As always, importantísimo la gestión de riesgo.

[DeFiWalker @DeFiWalkerr]

Awesome product. Many months testing and still thinking is the best option to farm when you have no time to commit to that task.
Congrats @atoma_fi 🚀

[Tony @T0nyCrypt0]

Getting listed on @DefiLlama was a milestone I wanted from day one.

Anyone can now verify our numbers independently. No screenshots from us, no trust required - just on-chain data since May.

This is how yield products should work.

[Tony @T0nyCrypt0]

Getting listed on @DefiLlama was a milestone I wanted from day one.

Anyone can now verify our numbers independently. No screenshots from us, no trust required - just on-chain data since May.

This is how yield products should work.

[DeFiWalker @DeFiWalkerr]

@criptomussama @Haskell_Gz Enseña sólo lo que interesa hombre😅

[DeFiWalker @DeFiWalkerr]

Esta es de las tuyas @LexMorenoCripto , recordando tu BTC/LIT play📝
Momento de rotar un poco a KNTQ? Está también en una zona muy dulce contra USDC🧐

[DeFiWalker @DeFiWalkerr]

@johnN5c @TxFlow_L1 A por ello entonces! Irás publicando clasificación?🚀

[Ethan DeFi @EthanDeFi_]

There's so much money to be made via funding rate arbitrage.

For instance, a $POL delta-neutral position between Variational and GRVT has generated 47% APY at 2x leverage in the past 15 days.

If you want to farm perps DEXs, start arbitraging funding rates.

[DeFiWalker @DeFiWalkerr]

@johnN5c Eres un crack John. Aquí uno que lleva varios🤝 Gracias por tu work.
Btw, hay manera de contactare por privado? Te envie DM.

[DeFiWalker @DeFiWalkerr]

@MiyagiCripto La solución existe… DeFi & DYOR!🚀

[rf.extended @rf_extended]

Over the past six months, we have spent significant time strengthening the protocol’s security architecture as Extended continues to scale. Throughout that work, we were guided by a fundamental reality of DeFi: defenders must protect against every possible code vulnerability and economic attack vector, while an attacker only needs to find a single successful path.

That does not make DeFi inherently unsafe. It means protocols should be designed not only to prevent incidents, but also to assume that failures are possible and limit their impact when they occur.

At Extended, this philosophy is reflected in several layers of protection:

- User funds are held in a dedicated Treasury contract that is intentionally kept separate from the trading application, making it significantly easier to audit and reason about.
- The trading engine, risk engine and other complex application logic operate through separate contracts and do not custody user funds.
- The Treasury contract incorporates circuit breakers that automatically pause withdrawals if abnormal withdrawal activity is detected.
- Where a circuit breaker is triggered, further withdrawals may require review and approval through the applicable security-review and multisig process.
- Cooldown periods and timelocks apply to certain sensitive Treasury upgrades and administrative actions, reducing the risk of immediate changes to critical controls.

Similar principles apply beyond smart contracts. Recent events reinforced the importance of strong access controls and limiting the impact of any single compromised account. We have since tightened permissions and strengthened controls around official communication channels and privileged access.

None of these mechanisms eliminates the possibility of exploits.

The objective is different. Rather than assuming perfect security, we make it significantly less likely that a single failure could compromise the entirety of user funds. Whether an issue originates from application logic, infrastructure, bridges, oracle providers, compromised accounts, operational mistakes or economic attack vectors, the goal is to contain its impact and minimise the amount of capital that can be affected.

These controls are designed to reduce the impact of potential failure scenarios, but they should not be interpreted as guaranteeing a maximum loss under every scenario.

[DeFiWalker @DeFiWalkerr]

@denisfinanzas En cuales estas focused/manteniendo ahora? Curiosidad. Estoy mirando opciones a ver donde roto algo de capital.

[DeFiWalker @DeFiWalkerr]

@CAPArgento__ Pero robo de que? Si estaba para los dos equipos… Lo que es es una mierda de torneo, que hay cables en medio del campo. Pero robo… Piensa un poco🤡