Denia Ba

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

https://t.co/EZue4Tl1x3

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

https://t.co/TKaOc3YcS0

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

Cross-exchange funding arb. 26.00% fixed APR.
Fully hedged on all sides minimal risk.
Plus 50 $Pendle if you open a new positon with their new tool!

You long the cheap rates to pay.
You short the expensive rates to get paid.
Same size. Opposite sides.
Net exposure: zero.
What's left is the funding spread.

The Strategy:
Long ETHUSDT on Gate.
Short ETHUSDC on Hyperliquid.
Both 25x.

Hedge on @boros_fi.
Long ETH on Gate Pay 5.46%.
Short ETH on Hyperliquid Receive 8.79%.
26.00% fixed APR.
Max fixed ROI 3.70% over 51 days.
Fees already in the number.

Remember.
1 ETH = 1 YU.
Size 1:1. Always.

You can get so much leverage because you have to use One Gate CrossEx account.
Multiple exchanges.
Shared margin.

Two tools.
@boros_fi CrossEx, runs locally on your machine.
Nothing leaves your browser.
You open the position with Two clicks.
https://t.co/ufmemPeSct
Long, short, hedge. Done.

Open a position and earn 50 $PENDLE:
https://t.co/vBycRV2NCl

Zyphex, online tool I built.
API keys encrypted in your browser.
Nothing stored on my servers.
Check your positions from anywhere, 24/7.
Portfolio page so you can track your positions and daily PnL.
More updates coming soon
https://t.co/3xOrQ1oCnM

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

Market looks bullish into 2027. ETH Funding stays elevated. Lock it.

ETH funding rates turned bullish @HyperliquidX staying at 10.95% almost a month now.
I have two positions open. 15 days and 106 days. Both locked. Both collecting.

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

https://t.co/ofHpoudVeU

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

https://t.co/xZ0yx0QMII

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

https://t.co/MvrX2D505c

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

https://t.co/hJ3GVMHoRS

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

https://t.co/Bc4rcgORda

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

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[DarkLord_gr | DeFi Dojo @DarkLord_gr]

https://t.co/aNVddQWELz

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

https://t.co/owbEVVTzf2

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

https://t.co/1X8wdBOpdF

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

Day 271 - War day 151.
Iran fires on a US base, and this time everything gets shot down.

Iran's Revolutionary Guard launched ballistic missiles at a US base overnight, Axios reports it targeted forces in Jordan.
Centcom says every missile was intercepted.
Oil spiked on the news, Brent gained 3.42% to $86.97 and WTI added 3.58% to $82.09.

China's Foreign Ministry hit back at the new US ban on Chinese robots and power inverters, saying Washington is stretching the definition of national security.

Macro: the Fed held rates at 3.50%-3.75% in a 9-3 vote, with Hammack, Kashkari, and Logan dissenting in favor of a 25bp hike, a rare three-way hawkish split.
The Fed pointed to inflation still above target alongside a solid-paced economy, strong productivity, and resilient job growth.
Bitcoin ticked up 0.8% to $64,344 into the decision on a weaker dollar.

The Philadelphia semiconductor index is down more than 22% this month, its sixth-worst month ever, on worries over circular AI financing and Chinese competition. Healthcare and financials ETFs closed at record highs the same day the tech ETF hit its lowest since May, and the Dow rose 1.03% while the Nasdaq slipped 0.22%.

DeFi: https://t.co/TSEHOo9byM is reimbursing everyone caught in the $60 million liquidation cascade its SK Hynix perp triggered Monday, when the mark price crashed from about $1,128 to $917 on one thin Korean trade, the same kind of oracle glitch that hit Hyperliquid's SK Hynix market this week.

Zcash's Ironwood upgrade sealed the Orchard shielded pool, which held roughly $1.7 billion in ZEC. Everyone holding funds there now has to move them out manually.

Meta handed BlackRock-managed funds an 80% stake in its $14 billion El Paso data center, keeping 20% itself and financing $12.5 billion of BlackRock's side with debt.
AI capex is moving off the balance sheet.

Join the DeFi Dojo to stay up to date with all things yield in DeFi: https://t.co/EkqSjbA0Yx

The edge isn't in the trade.
It's in the wait.
🥂 DarkLord_gr Out.

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

Day 266 — War day 146.
13 nights of strikes, and Congress is finally pushing back.

US strikes hit Iran for a 13th consecutive night, this time targeting Khuzestan province near the capital. Iran retaliated with drones and missiles on Bahrain, Kuwait, Jordan and Erbil, hitting Al-Azraq airbase in Jordan directly.

The House voted 214-208 to direct Trump to end the war or get explicit congressional authorization to continue it.
Senate Republicans blocked a matching measure hours later, so it's symbolic for now, but it's the first real crack in Congress on this.

Iran rejected Trump's ceasefire proposal, delivered by Iraqi PM Ali al-Zaidi. Tehran says a temporary deal that leaves Hormuz control unresolved isn't worth taking.

Netanyahu heads to Washington Monday at Trump's invite, meets him at the White House Tuesday, then attends Senator Lindsey Graham's funeral service in DC.
Graham, a leading Iran-war hawk in the Senate, died July 12 from a sudden aortic dissection.

Oil topped $100 a barrel for the first time since May.

Macro: fresh 10% to 12.5% tariffs kicked in as the prior global 10% penalty expired.

DeFi: Robinhood Chain keeps ripping, Uniswap volume there is through $6B in the first ten days.
Early ETH/TSLA and blue chip stock LPs, GME, AAPL and GOOGL paired against USDG, are printing triple digit APRs while liquidity is still thin.

Won't last but fun while it does.
Tokenized asset volume on Solana went from $156M to $3.6B over the past year.

The edge isn't in the trade.
It's in the wait.
🥂 DarkLord_gr Out.

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

Day 266 — full position breakdown.

@HyperliquidX PERPS (3x long, cross margin)
ETH | PnL +$16.13 (+40.9%)
AAVE | PnL +$62.91 (+77.9%)
MORPHO | PnL +$3.25 (+18.4%)
AERO | PnL -$39.33 (-43.0%)
ETHFI | PnL +$131.86 (+102.0%) — cooled off from 113.1% yesterday

@Lighter_xyz PENDLE 5x
Size 1,899.45 | Mark $1.4997 | Liq $1.3561 | PnL -$211.22 (-34.52%) — bleeding continues, more than doubled yesterday's -16.89%

@boros_fi
Added $470 to a second wallet today, long ETH, playing the funding rate.
Main wallet:
ETHUSDC 34d (28 Aug) | 8 YU | PnL -$2.82 — less red than yesterday's -$5.41
ETHUSDC 62d (25 Sep) | 17.8 YU | PnL +$60.95
ETHUSDC 153d (25 Dec) | 2.24607 YU | PnL +$34.14
HYPEUSDC 6d (31 Jul) | 170,000 YU | PnL +$4.18 — flipped green from -$4.02 yesterday
HYPEUSDC 34d (28 Aug) | 15,000 YU | PnL +$0.72
Second wallet (new, $470 ETH):
ETHUSDC 62d (25 Sep) | 8 YU | PnL -$0.07
ETHUSDC 153d (25 Dec) | 3.5 YU | PnL +$2.75

@prjx_hl — HYPE/USDT0
Position $886.61 | APR 116.29% | Unclaimed $8.1655 | Total fees $173.42 (+$0.2354 today) — APR back on from 0% yesterday

@prjx_buddy — HYPE/USDC
$2,001.48 | APR 41.45% | Unclaimed $20.39 — down from 58.61% yesterday
$344.40 | APR 0% | Unclaimed $5.1317 — out of range
$171.68 | APR 0% | Unclaimed $5.4904 — out of range
Total fees $425.88 (+$2.2854 today) | Pending yield $31.01

@0xfluid — USDC-ETH Loop
Total Supply $2,478.31 | Total Borrow $1,934.02 | Net Value $544.29 | Supply APR 19.54% | Borrow APR -9.43% | Net APY 122.50% | Ratio 78.00% (max 88%) — still flagged Risky

@DeFiTuna — SOL/USDC 2.75x
Margin $477 | In Range | PnL +$89.1 (+22.46%) | Yield $8.55 (+$46.7 total)
Locked funds update: still nothing concrete. The team is trying to source capital to cover the loss and deploy a smart contract that lets users withdraw part of their funds, timeline still unclear.

@Uniswap V3 — PENDLE/WETH
$815.52 | Total APR 57.41% | Fee APR 59.00% | PnL $21.94 | Uncollected $0.87 — APR jumped hard from 17.65% yesterday

@ipor_io @628Labs TAU cbETH
$1.57K | APY 5.27% (+3.83% incentive) | TVM $38.5M

@pendle_fi
Balance $1,094.79 across chains (Ethereum $750.58, Monad $340.48, HyperEVM $3.73) | Claimable $95.66
Winners: apyUSD +$47.1974 (+23.68%) | fxSAVE +$12.4787 (+45.59%) | eEARN +$6.3411 (+31.5%) | sUSDD +$27.0955 (+16.82%) | savUSD +$32.8418 (+7.91%) | Midas mROX +$9.0304 (+15.71%) | STRCx +$0.4366 (+13.48%) | sUSDS +$7.2465 (+2.32%) | earnAUSD +$21.7269 (+4.56%)
Laggards: jrUSDat -$8.3414 (-85.65%) | superUSDC -$36.1427 (-31.45%) | haHYPE -$0.0965 (-29.95%) | wstETH -$0.0001 (-0.85%)

@byreal_io xSTOCKS LP — Total $2,260.19 | Fees $103.29 | P&L -$389.11 — losses keep widening, was -$372.17 yesterday
JLP-USDC $946.32 | PnL -$38.36 (-3.81%) | in range
METAx-USDC $367.53 | PnL +$18.07 (+4.93%) | in range
CRCLx-USDC $345.80 | PnL -$159.21 (-29.93%) | out of range
AMZNx-USDC $193.94 | PnL +$1.27 (+0.62%) | in range
CRCLx-USDC $171.78 | PnL -$5.72 (-3.16%) | in range
MSTRx-USDC $156.15 | PnL -$144.43 (-47.24%) | out of range
SPCXx-USDC $79.42 | PnL -$38.01 (-30.15%) | out of range

@variational_io — DCAing into perps, ZEC/JUP/UNI/AAVE/KMNO/RAY/LIGHTER/FLUID book. FLUID jumped to +47.73% from 17.51% yesterday, LIGHTER deeper red at -47.37% versus -37.10% yesterday.

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

Day 267 — full position breakdown.

Added some spare funds sitting on Base into the @Uniswap PENDLE/WETH LP today. No reason to let it sit idle.

@HyperliquidX PERPS (3x long, cross margin)
ETH | PnL +$16.78 (+42.5%)
AAVE | PnL +$54.89 (+67.9%) — down from +$62.91 yesterday
MORPHO | PnL +$4.88 (+27.7%) — up from +$3.25 yesterday
AERO | PnL -$44.10 (-48.2%) — deeper red than yesterday's -$39.33 (-43.0%)
ETHFI | PnL +$100.26 (+77.5%) — cooling continues, down from 102.0% yesterday

@Lighter_xyz PENDLE 5x
Size 1,899.45 | Mark $1.4835 | Liq $1.3561 | PnL -$241.99 (-39.55%) — bleeding worse than yesterday's -34.52%

@boros_fi
Main wallet:
ETHUSDC 33d (28 Aug) | 8 YU | PnL -$1.31 — less red than yesterday's -$2.82
ETHUSDC 61d (25 Sep) | 17.8 YU | PnL +$38.50 — down hard from +$60.95 yesterday
ETHUSDC 152d (25 Dec) | 2.24607 YU | PnL +$34.34
HYPEUSDC 5d (31 Jul) | 170,000 YU | PnL +$0.52 — down from +$4.18 yesterday, receive rate on this market collapsed to 0.97%
HYPEUSDC 33d (28 Aug) | 15,000 YU | PnL +$2.39 — up from +$0.72 yesterday
New market spotted on Boros: SKHYNIXUSDC 10d (5 Aug), no position taken yet.
Second wallet:
ETHUSDC 61d (25 Sep) | 10.5 YU | PnL -$10.19 — added size today, deeper red than yesterday's -$0.07
ETHUSDC 152d (25 Dec) | 3.5 YU | PnL +$2.88

@prjx_hl — HYPE/USDT0
Position $879.80 | APR 0.21% | Unclaimed $8.4086 | Total fees $173.74 (+$0.3215 today) — APR collapsed from 116.29% yesterday

@prjx_buddy — HYPE/USDC
$1,978.39 | APR 5.19% | Unclaimed $20.86 — APR crushed from 41.45% yesterday
$340.27 | APR 0% | Unclaimed $5.1021 — still out of range
$169.63 | APR 0% | Unclaimed $5.4595 — still out of range
Total fees $427.63 (+$0.2792 today) | Pending yield $31.42

@0xfluid — USDC-ETH Loop
Total Supply $2,483.09 | Total Borrow $1,938.04 | Net Value $545.05 | Supply APR 19.30% | Borrow APR -9.42% | Net APY 121.43% | Ratio 77.97% — still flagged Risky

@DeFiTuna — SOL/USDC 2.74x
Margin $481 | In Range | PnL +$93.6 (+23.59%) | Yield $8.78 (+$46.9 total)
Exploit update: the team confirmed everyone who deposited funds after the July 16 hack will be able to withdraw them in full. Funds that were in the pool at the time of the exploit are still being worked out.

@Uniswap V3 — PENDLE/WETH
$975.15 | Fees $1.27 | APR 12.40% | In range — added spare funds from Base today, size up from $815.52 yesterday

@ipor_io @628Labs TAU cbETH
$1.56K | APY 5.83% (+3.79% incentive) | TVM $38.8M

@pendle_fi
Balance $1,080.49 | Claimable $150.11 — claimable nearly tripled from $95.66 yesterday
Winners: apyUSD +$45.9098 (+23.04%) | fxSAVE +$13.3501 (+48.78%) | eEARN +$6.80157 (+33.79%) | sUSDD +$33.4493 (+20.77%) | savUSD +$33.5123 (+8.08%) | Midas mROX +$7.65673 (+13.32%) | STRCx +$0.5058 (+15.62%) | sUSDS +$16.5333 (+5.3%) | earnAUSD +$30.8185 (+6.47%)
Laggards: jrUSDat -$8.36486 (-85.89%) | superUSDC -$34.5534 (-30.07%) | haHYPE -$0.09133 (-28.34%) | wstETH -$0.00007705 (-0.88%)

@byreal_io xSTOCKS LP — Total $2,259.44 | Fees $103.46 | P&L -$389.69 — roughly flat, was -$389.11 yesterday
JLP-USDC $948.66 | PnL -$35.84 (-3.56%) | in range
METAx-USDC $366.01 | PnL +$16.61 (+4.53%) | in range
CRCLx-USDC $345.53 | PnL -$159.49 (-29.98%) | out of range
AMZNx-USDC $193.55 | PnL +$0.89 (+0.43%) | in range
CRCLx-USDC $171.67 | PnL -$5.81 (-3.20%) | in range
MSTRx-USDC $155.73 | PnL -$144.85 (-47.38%) | out of range
SPCXx-USDC $78.18 | PnL -$39.26 (-31.14%) | out of range

@variational_io — ZEC/JUP/UNI/RAY/FLUID/AAVE/KMNO/LIGHTER book. FLUID cooled to +40.83% from 47.73% yesterday, LIGHTER still the worst bag at -54.31%.

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

Day 267 — War day 147.
Trump halted planned strikes for the first time in 13 nights, the first real crack toward de-escalation.

Trump reportedly ordered the US military to stand down from planned strikes on Iran Friday night, despite having previously approved the attack. The decision came hours after Oman-mediated talks resumed over reopening the Strait of Hormuz, with reports suggesting the talks made progress.

Zelenskiy says Russian satellite surveillance shows Moscow is helping Tehran direct strikes across the Middle East.
If confirmed, that drags Russia deeper into a war it was already suspected of assisting through drone tech.

Iran's Oil Ministry says it sold $11.5B of oil during the war and $6.5B during the ceasefire period, already past 60% of its annual budgeted oil revenue despite sanctions.
The pressure campaign isn't choking exports the way Washington wants.

Macro: US investment-grade corporate bond funds posted -$7.1B in outflows last week, the largest since the 2020 pandemic, as rising oil prices reignite inflation fears and heavy AI CapEx spending unsettles credit markets.
The S&P 500 erased its gains and turned red Thursday as the war escalated and tech stocks fell.

DeFi: Fidelity Digital Assets is launching FIDD, its first stablecoin, on Ethereum.
Samsung Wallet is adding native stablecoin support, one of the first major phone makers to build it directly into the device.

Join the DeFi Dojo to stay up to date with all things yield in DeFi: https://t.co/EkqSjbA0Yx

The edge isn't in the trade.
It's in the wait.
🥂 DarkLord_gr Out.

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

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[DarkLord_gr | DeFi Dojo @DarkLord_gr]

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