Entropy Advisors

Accelerating Revenue @arbitrum

[Entropy Advisors @EntropyAdvisors]

We are excited to unveil v0 of @Arbitrum Analytics, starting with the DAO's $100M AUM Treasury Management Program.

Since its launch, it has generated +$2M in interest through 4 key deployments:
• RWAs
• ETH
• Stablecoins
• ARB

To learn more, check out the link below 👇

[Entropy Advisors @EntropyAdvisors]

Every stablecoin deployment under the @arbitrum DAO Treasury Management Portfolio is yielding above the USD benchmark (Aave USDC supply rate at 3.02%).

Supported by @sparkdotfi, @morpho, @USDai_Official, and @maplefinance, with positions range from 3.63% to 5.00%.

[Entropy Advisors @EntropyAdvisors]

Data from https://t.co/SBeqJOGFlj

[Entropy Advisors @EntropyAdvisors]

Every stablecoin deployment under the @arbitrum DAO Treasury Management Portfolio is yielding above the USD benchmark (Aave USDC supply rate at 3.02%).

Supported by @sparkdotfi, @morpho, @USDai_Official, and @maplefinance, with positions range from 3.63% to 5.00%.

[Entropy Advisors @EntropyAdvisors]

Data: https://t.co/u1Mpgo5BjX

[Entropy Advisors @EntropyAdvisors]

TVL on @variational_io has one again hit an all time high of ~$135M!

Over $30M inflow came after the launch of RWA markets just two weeks ago.

With 15k+ daily active and 35k+ live addresses now participating, there's less than 3 months left before the Points Program ends in Q3.

[Entropy Advisors @EntropyAdvisors]

Two new @arbitrum DAO proposals are now live for offchain voting on @SnapshotLabs:

🔹 Continued Funding for the Arbitrum Foundation (29M votes)
🔹 Minimize Arbitrum Nova (100M votes)

Voting ends in 3 days for both proposals.

[Entropy Advisors @EntropyAdvisors]

Data:
https://t.co/K0zsjVG2sd

[Entropy Advisors @EntropyAdvisors]

Two new @arbitrum DAO proposals are now live for offchain voting on @SnapshotLabs:

🔹 Continued Funding for the Arbitrum Foundation (29M votes)
🔹 Minimize Arbitrum Nova (100M votes)

Voting ends in 3 days for both proposals.

[Entropy Advisors @EntropyAdvisors]

2/ Minimize Arbitrum Nova

The proposal suggests minimizing Arbitrum Nova by moving it to a maintenance-focused state, reducing costs and shifting resources to Arbitrum One, saving $1.43M annually.

This involves a 3-phase process to support developers' and users' migration, including a 90-day window to transition applications and funds.

[Entropy Advisors @EntropyAdvisors]

Open Interest on @boros_fi has crossed $200M+, with market share rotating back to Binance. Boros allows futures traders to hedge funding rate volatility.

The surge is mainly driven by ETH & BTC markets, which account for 90% of the OI.

Note: drops in OI are driven by expiries.

[Entropy Advisors @EntropyAdvisors]

Sentiment is about as negative as it's ever been.

But our work hasn't slowed. Token quality keeps rising, RWAs and stablecoins keep climbing, onchain yield looks better by the day.

It is a great time to be a high-conviction builder.

[Entropy Advisors @EntropyAdvisors]

Sentiment is about as negative as it's ever been.

But our work hasn't slowed. Token quality keeps rising, RWAs and stablecoins keep climbing, onchain yield looks better by the day.

It is a great time to be a high-conviction builder.

[Entropy Advisors @EntropyAdvisors]

Data: https://t.co/XmSl5tMlyO

[Entropy Advisors @EntropyAdvisors]

Open Interest on @boros_fi has crossed $200M+, with market share rotating back to Binance. Boros allows futures traders to hedge funding rate volatility.

The surge is mainly driven by ETH & BTC markets, which account for 90% of the OI.

Note: drops in OI are driven by expiries.

[Entropy Advisors @EntropyAdvisors]

Data: https://t.co/Bad0IKlxPs

[Entropy Advisors @EntropyAdvisors]

The @arbitrum DAO proposal to "Release Frozen ETH Pursuant to Court Order" has reached quorum, with 190M FOR + ABSTAIN votes and overwhelming support.

Since this is a constitutional proposal, it will take 2-3 weeks to be executed. Once that's done, the frozen ETH secured by the Arbitrum Security Council following the @KelpDAO's rsETH incident will be transferred to a wallet controlled by @aave.

[Entropy Advisors @EntropyAdvisors]

Aave V3 USDC supply rate is sitting at 3.5%-4.5%, roughly 1-2% above pre-rsETH hack levels.

The rate is now converging with other lending and yield products in the industry, including Sky's sUSDS, Maple's syrupUSDC, and the USDC lending yield on Steakhouse Prime Vault via Morpho.

This could be a signal that depositors are repricing the risk in DeFi.

[Entropy Advisors @EntropyAdvisors]

Aave V3 USDC supply rate is sitting at 3.5%-4.5%, roughly 1-2% above pre-rsETH hack levels.

The rate is now converging with other lending and yield products in the industry, including Sky's sUSDS, Maple's syrupUSDC, and the USDC lending yield on Steakhouse Prime Vault via Morpho.

This could be a signal that depositors are repricing the risk in DeFi.

[Entropy Advisors @EntropyAdvisors]

Proud to have supported @Variational_io since launch.

The team has already crossed $100M TVL and accumulated $2M in treasury revenue.

Dashboard linked in the next tweet. Congrats to the team again on the raise.