edo🍑

core contributor @InverseFinance
write @

[DCF GOD @dcfgod]

It’s real

During all the crazy aave borrow rates our susde 300x point 15% Apr style lp loops just continued printing on inverse

It’s true set it and forget it farming with extremely low fixed borrow rates

We don’t quite use it like nour. Usually we lock in the borrow for a few months for the sake of capital efficiency

Not trying to avoid having similar rates to the rest of the market, but am trying to avoid the drama around the kink that suddenly erases a month of yields in a day

Note: dcf cap holds inv

[Stanley He @StanleyHe17]

in fact, there IS a solution for this which has been live for a long time: FiRM by @InverseFinance

instead of a @NotionalFinance style zero-coupon bond, FiRM provides fixed-rate borrowing by tokenizing borrow rate into DBR (dola borrow rate). 1 DBR gives you the right to borrow 1 DOLA (@InverseFinance's own stablecoin) for 1 year.

say you want to borrow 1,000 DOLA for 1 year, which requires 1000 DBR in your wallet, and you buy DBR at a price of $0.04, then the fixed borrow rate you are paying is effectively 4% annualized.

and it's super flexible as well: if you want to exit earlier, you can just repay the loan, and sell the unused DBR. you can also borrow more DOLA without purchasing more DBR, as long as you are fine with reduced duration. for example, the same 1000 DBR can be used to support 2000 DOLA loan which will expire in 6 months.

this model does have problems: 1) lenders (DOLA liquidity providers) don't get fixed rate. 2) relies on its own CDP stablecoin, difficult to apply to other stablecoin lending markets.

still, i think this is the most elegant solution DeFi can have for fixed-rate lending.

even its "problems" are just demonstrations of two facts:
1. it's impossible to get fixed rates + instant liquidity without a secondary market of yield (DBR is itself this yield market)
2. overcollateralized stablecoins CAN outcompete USDC in many areas because as a user, you can issue the former, but not the latter

[Monolith @MonolithMarket]

https://t.co/m7nfCA05Xh

[Monolith @MonolithMarket]

Monolith is live.

Stablecoins are DeFi’s most important money primitive, but launching one has always been too hard, too centralized, or too dependent on trusted operators.

Monolith changes that.

A permissionless protocol for creating crypto-backed stablecoins built to last.

🧵

[edo🍑 @EdoInv]

sDOLA is yielding 17.2% APY. That figure is the direct output of borrowing demand on FiRM: when borrowers buy DBR to lock in fixed rates, that revenue routes to sDOLA stakers. No emissions, no off-chain strategy.

[Inverse @InverseFinance]

The best stablecoin yield across DeFi. #sDOLA is back on the menu🍴

[nour @NourHaridy]

Monolith is on mainnet. Official launch on Monday.

[edo🍑 @EdoInv]

@dcfgod @ResolvLabs DOLA mostly unaffected https://t.co/KjLqrGY0kH

[Inverse @InverseFinance]

We are aware of the Resolv/USR exploit. At this time, Inverse Finance's exposure has been fully contained. A full account of what happened and where things stand:

A compromised Resolv operator (to be confirmed) approved the minting of ~$80M USR against $200K in USDC collateral. USR depegged sharply, creating downward price pressure on the DOLA/wstUSR LP and a brief secondary DOLA depeg on DEX markets.

The RWG acted swiftly in pausing the wstUSR-DOLA FiRM markets within 15 minutes of the initial exploit. FiRM had active borrowers carrying ~$10M in DOLA debt against looped wstUSR-DOLA LP positions. Liquidators brought these position to zero. Remaining bad debt: $340,060 DOLA.

DOLA's broader collateral base is not materially affected. The $340K event is contained and will be covered. Resolv has paused all redemptions while developing recovery plans. We will continue to monitor as the situation develops.

[Inverse @InverseFinance]

We are aware of the Resolv/USR exploit. At this time, Inverse Finance's exposure has been fully contained. A full account of what happened and where things stand:

A compromised Resolv operator (to be confirmed) approved the minting of ~$80M USR against $200K in USDC collateral. USR depegged sharply, creating downward price pressure on the DOLA/wstUSR LP and a brief secondary DOLA depeg on DEX markets.

The RWG acted swiftly in pausing the wstUSR-DOLA FiRM markets within 15 minutes of the initial exploit. FiRM had active borrowers carrying ~$10M in DOLA debt against looped wstUSR-DOLA LP positions. Liquidators brought these position to zero. Remaining bad debt: $340,060 DOLA.

DOLA's broader collateral base is not materially affected. The $340K event is contained and will be covered. Resolv has paused all redemptions while developing recovery plans. We will continue to monitor as the situation develops.

[Inverse @InverseFinance]

Supply vs. Demand. Visualized. The chart below tracks the pulse of our lending market:
- Green = DBR Issuance (new lending capacity added)
- Purple = DBR Burn (borrowing demand consuming capacity)

When the purple line overtakes the green, credit tightens and DOLA demand is high. We monitor this delta 24/7.

[edo🍑 @EdoInv]

@Thehidden131 @InverseFinance Send me a DM

[Inverse @InverseFinance]

Trying out @X's Community feature with the Inverse Universe 🌌 An open forum for FiRM borrowers, DOLA holders, DBR speculators, and DAO members alike.

Share your @InverseFinance content, devise FiRM/DOLA/INV strategies, discuss governance, explore protocol mechanics, and help shape the future of fixed-rate DeFi. Whether you're actively using the protocol or just curious, all are welcome here 🫂
https://t.co/Gm7vUkPefn

[edo🍑 @EdoInv]

Any other DeFi protocols hitting ATHs first week of the new year?

[Inverse @InverseFinance]

Happy FiRM Debt ATH Day for those who celebrate! 🥳

[Inverse @InverseFinance]

Three years ago, we rejected the utilization curve. We launched FiRM with an unconventional thesis: borrowers deserve certainty, not volatility. By introducing DOLA Borrowing Rights ($DBR) we put the borrower in control of their interest rates, with no surprises.

Today marks the start of our month-long retrospective: "FiRM: Three Years of Fixed-Rate Lending." We will be breaking down the design choices, the stress tests, and the outcomes of the only protocol allowing fixed rates for any time period.

[Inverse @InverseFinance]

https://t.co/OpTNKnmBZ9

[chud.eth @chud_eth]

@dcfgod believe more in tempcosystem (temple/tgld/ohm/inv/drv)

believe less in fat washed up lying scammers with permanent PMS (here's put protection i promise, don't worry that i delete tweets and change docs all the time after promising things!!)

[edo🍑 @EdoInv]

My 2025 twitter wrapped
@grok

[edo🍑 @EdoInv]

The ticker is $INV

[lito @litocoen]

some interesting finds on the defillama P/S ratio dash

ORE 0.69
Meteora 2.71
Inverse 2.87
Spark 2.91
Velora 3.09
Usual 3.17
Jupiter 3.27
Gains 3.31
Cowswap 3.37
Pump 3.45
Hyperliquid 7.64

everyone talks about how cheap hyperliquid is from P/S pov - but there's even cheaper

[edo🍑 @EdoInv]

@WazzCrypto where are screenshots from?

[edo🍑 @EdoInv]

Big fan of this. The RWG will work towards having @InverseFinance certified on all fronts just as soon as SEAL begins issuing formal certifications in Q1 2026

[Security Alliance @_SEAL_Org]

After years running SEAL 911 and coordinating incident response, we've identified a critical gap: while many protocols have strong smart contract audits, there's no standardized way for them to demonstrate operational security maturity.

Today we're issuing an RFC for our newest initiative: SEAL Certifications

Full announcement: https://t.co/36xaOoLY1u