Deepcryptodive.eth ⟠

Head of Risk Curation at KPK | @KPK_io 🌱 Science / biotech PhD nerd 🤓 Defipunk ⟠ opinions are my own

[Deepcryptodive.eth ⟠ @deepcryptodive]

@dcinvestor @AaveAave @iearnfinance Or like the @Meta_Cartel would say....

[Deepcryptodive.eth ⟠ @deepcryptodive]

@Lodzhal @DeFiSaver @monarchlend @vaultsfyi @UseRetina @3liXBT almost.. but the APY on the Morpho vault is off by a factor of 2x. It thinks I deposited in a Steakhouse one, while it's a KPK vault that earns double...

(best one so far though!)

[Deepcryptodive.eth ⟠ @deepcryptodive]

Who can give me a free portfolio tracker that shows net yield/PnL?

Very simple position with one borrow (Morpho Blue) and one lending position to a Morpho vault
I want to get the aggregate yield on it....

@DeFiSaver @monarchlend @vaultsfyi don't have it😭

[Deepcryptodive.eth ⟠ @deepcryptodive]

@sterluu @DeFiSaver @monarchlend @vaultsfyi The most important would be to see my current net APY and, ideally, historical APY. No need to cover all possible cases

Just need to see if it's indeed a "highly profitable strategy"

[Deepcryptodive.eth ⟠ @deepcryptodive]

@cryptographicas @aave starts taking notes✍️

[Deepcryptodive.eth ⟠ @deepcryptodive]

@YechoApp @stablecoin_p @DeFiSaver @monarchlend @vaultsfyi Thanks, a bit clunky UX though
- not sure why I need to subscribe for a 'free plan'
- need to wait 48h, before my PnL is calculated

[Deepcryptodive.eth ⟠ @deepcryptodive]

@stablecoin_p @DeFiSaver @monarchlend @vaultsfyi @YechoApp Need to sign up, and don't have a wallet on mobile, but okay let's give it a go later

[Deepcryptodive.eth ⟠ @deepcryptodive]

@hell0men @DeFiSaver @monarchlend @vaultsfyi They are great but not good to share with external parties, afaik

[Deepcryptodive.eth ⟠ @deepcryptodive]

@_nikolajankovic Guud times 😏

[Deepcryptodive.eth ⟠ @deepcryptodive]

End of an era indeed 🥲

[apoorv.gwei @apoorveth]

when was your first ever POAP?

[Deepcryptodive.eth ⟠ @deepcryptodive]

@EthanDeFi_ @Morpho @aave @kamino @0xfluid @eulerfinance solid list, but no @GearboxProtocol ?

[Deepcryptodive.eth ⟠ @deepcryptodive]

@vmihov @0x9212ce55 🎯

[Deepcryptodive.eth ⟠ @deepcryptodive]

@RegenRene @Celo @ripiohq Nice one!

[Deepcryptodive.eth ⟠ @deepcryptodive]

@moo9000 @andyyy @Blockworks Okay that list makes a lot more sense 😅

>because these guys have no idea how to give machine readable access to their data

Fully agree. Something we often run into during DD (and try to solve)

[Deepcryptodive.eth ⟠ @deepcryptodive]

@davernandez @mdudas Yeah but those reasons don't apply to Bitcoin

You can easily secure your ledger (with a pin), but not a physical gold bar that is very inconvenient to carry around or hide from thieves

[Deepcryptodive.eth ⟠ @deepcryptodive]

Come on guys, you both can do better. After checking 30 secs:

@Blockworks :
- EulerDAO has migrated their vaults to external curators, TVL should be close to 0
- Clearstar numbers are way too low
- You're missing more than half of KPK's TVL
- K3 capital (+$300M) is fully missing?
- for Yearn you are including protocol TVL, not only the Curation business

@TradingProtocol
- What do you consider as definiton for curator? Hard to justify Janus Henderson or Blackrock being one... it's like saying Maple should be one because of syrupUSDC. Neither of them manage vaults or configure lending market risk parameters.

@DefiLlama remains king 🤴

[Deepcryptodive.eth ⟠ @deepcryptodive]

@JackMandin Fully agree

[Deepcryptodive.eth ⟠ @deepcryptodive]

@fozzydiablo @omgcorn @bread_ @grok how much YFI did he have to sell for this one?

[Deepcryptodive.eth ⟠ @deepcryptodive]

@phtevenstrong Wait until you find the unlisted Morpho market(s) with msUSD

The rabbit hole goes pretty deep 🫠

[Deepcryptodive.eth ⟠ @deepcryptodive]

@SatNakamot0 @phtevenstrong Don't