KentDefi | The Mars Guy

Hola! It's Kent from the Mars 🪐

🧬 Web3 Threador

📻 Just make a call with Kent!

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#MCN $BTC #TypingLab

[KentDefi | The Mars Guy @KentDefi]

DCA!

[KentDefi | The Mars Guy @KentDefi]

@andrewmoh We’re still here, your “friends.”

If you don’t see us around on this platform for too long, you can probably find us in Galaxy bill**** bro 😊 u know ^^

[andrew.moh @andrewmoh]

https://t.co/H2Gfsv6F30

[Nikita Bier @nikitabier]

We are revising our developer API policies:

We will no longer allow apps that reward users for posting on X (aka “infofi”). This has led to a tremendous amount of AI slop & reply spam on the platform.

We have revoked API access from these apps, so your X experience should start improving soon (once the bots realize they’re not getting paid anymore).

If your developer account was terminated, please reach out and we will assist in transitioning your business to Threads and Bluesky.

[andrew.moh @andrewmoh]

Married Men in Web3

Give advice to men who haven't joined the journey.

The topic could be anything.

[andrew.moh @andrewmoh]

Only 3 weeks left before 2025 ends.

What was the best web3 connection / fren you made this year?

[andrew.moh @andrewmoh]

KAITO IS MANIPULATING THE DATA ??

I dropped from #3 to #29 in the @OpenledgerHQ 6M lb in just 2 days.

I woke up today, and I'm quite shocked to see this on Kaito's page.

I posted a tweet about Openledger 2 days ago, and at that time, I was still at #3.

How tf could it shift that fast?

Some of my friends experienced the same situation on @campnetworkxyz before.

I never thought it could happen to me.

Can someone help? @KaitoAI @OpenledgerHQ

[The Smart Ape 🔥 @the_smart_ape]

When you see 140% net APR, 99% of the time it’s just liquidity mining, basically farming a token that’s going to lose 99% of its value.

But not with $USDf. On @SiloFinance you can earn a real 140% APR, and it’s not some dark strategy that nobody understands. It’s pretty straightforward.

On @pendle_fi, PT-sUSDf earns 21.7% APR.
On Silo, you pay 8.7% to borrow USDC when you use PT-sUSDf as collateral.

Now, let’s say you loop this: deposit PT-sUSDf 10 times and borrow USDC 9 times.
Your total APR = 10 × 21.7 – 9 × 8.7 = 210.7 – 78.3 = 132.4%.
And that’s the math behind it.

@falconfinance launched a big campaign where many ppl spent heavily to farm miles by buying YT, which boosted PT yields. Then, thanks to Silo, you can leverage that.

So you’ve got two plays: either speculate on Falcon miles, or lock in some insane APRs.

The main risk is if the borrow USDC APR goes above the base PT-sUSDf yield, you’ll start losing money. That’s why you should check it regularly to make sure you’re still profitable. If not, just pull out, nothing is locked.

[Gilmo @0xgilllee]

St around @campnetworkxyz LB on Kaito, and I'm writing in fury.

Even beginners know that changing a long-held perception requires significant effort.

Yet somehow, the 3M LB of Camp has seen a dramatic shift.

Proof: My position, along with some friends, plummeted from 33rd to 68th in just one week.

What on earth is going on?

The image below was taken on Aug 12, and the snapshot occurred on Aug 27.

Tagging those who are experiencing the same issue:

@defikadic
@langerius
@xCryptoAlucard

Does anyone know what's happening?

By the way, they're hinting at S2. Are you going to join?

[The Smart Ape 🔥 @the_smart_ape]

Imagine Polymarket, but built for Attention.

CT attention is already measurable today. The real next step is making it tradable.

That’s exactly what @TrendleFi is building. It’s early, huge potential, big upside for early adopters. 🧵🔽

[andrew.moh @andrewmoh]

Today I checked Kaito’s lb rankings and was almost shocked.

I realized I had been pushed out of the top 20 (30D) across nearly every project I’ve been climbing. At first, it felt like a setback, but zooming out, I saw it’s completely normal.

In fact, this is exactly how true conviction plays out.

For example, this week I got $30k airdrop from @campnetworkxyz by finishing #8 on the 3M leaderboard. That didn’t come from short-term swings, but from staying consistent over time.

Next in line, I’m looking at @TheoriqAI, @wardenprotocol, and @OpenledgerHQ, all of which are expected to deliver big drops this quarter.

So here’s the takeaway:

+ If you’re wiped out of the weekly lb, don’t stress.

+ For projects running long-term campaigns, the real rewards don’t show up on the 7D or 30D lbs.

+ They appear on the 3M or 6M lbs, where conviction and patience actually shine.

You still have time to adjust, stay consistent, and strengthen your long-term position.

[𝗖𝗥𝗬𝗣𝗧𝗢 𝗖𝗛𝗥𝗜𝗦𝗧 @Christ_1t]

In 2025 my biggest disappointment

I’m not eligible for @KaitoAI yappers reward

After 5 months of consistency on only one project @campnetworkxyz in the end I only got “not eligible.”

Till July last week I was in top 50 next week after Kaito algo I was out from Camp leaderboard

I made 7–8 arts with my own hands, spent hours making lots of threads, testnet guides, memes

I want to ask @niravmurthy and @jameskchi ,@UsmanPatel_ that is there really only top 50 is community

[Splin Teron @splinter0n]

some say @megaeth mainnet is closer than it seems.

in parallel, megamafia 2.0 is coming up quick. follow projects, keep notifications on, and secure wls / early access first.

in brackets i added score based on @getmoni_io data (credits to them for helping build this list).

@legendtrade (907) - trading protocol, powered by gte.
@probablyapp (890) - most likely a project by @0x_ultra, recently confirmed as one of the devs for wave 2.
@blitzo (548) - tiger on website, hotpotdao friend? lol. deep stealth mode.
@ubi_tel (341) - decentralized crypto operator with esim and defi (depin)
@CasinoDorado (280) - most likely some gambling project
@Cilium_xyz (247) - tracking liquidity movements??? user/agent interactions??? onchain activity alerts???
@useAqua_xyz (204) - liquidity protocol.
@PredictlyX (127) - prediction market.
@fidona_xyz (110) - checked all published posts on x, no catch any info.
@Voistra_ (83) - turning feedback and activity into reputation and rewards.

extra free nft mints:

@Mega_Ugly - highly love it. hand made pictures. drawing style reminds me of a mix between notebook doodles + trash-art.
@MegaBlobz - cute anime-style pics, reminding me mimi & neko style.

"mafia 2.0 coming out of stealth will be glorious."

[Cheeezzyyyy @0xCheeezzyyyy]

On DeFi Maturation:

Built on open composability, credit primitives are rapidly evolving. Today, they're compounding into more capital-efficient, multi-layered systems.

We used to talk about 'Money Legos' as protocol-to-protocol stacks, but this is changing.

The next step is endogenous stacking: credit systems reusing the same pool of capital across multiple functions.

This is exactly what @eulerfinance’s Eulerswap is pioneering.
A lending-first protocol embedding a DEX-like structure that turns idle deposits into a multi-pronged yield engine.

TLDR: It’s a superior LP strategy that boosts capital efficiency by ~40x vs. traditional DEXs, thanks to lending dynamics + JIT liquidity.

-------

How It Works 101:

Eulerswap is powered by a vault system also known as Euler Vault Connector (EVC) that enables Just-In-Time (JIT) liquidity.

It enables dynamic swaps enabled by deposited collateral + atomic borrowing from Euler's existing lending liq. where the whole process is atomic.
Here's how a hypothetical workflow on how capital efficient magic works:

*Pre-setup: Assuming vault has been LP-ed with 100k USDC

1⃣ Tradoor swaps 1M $USDT for 1M $USDC
2⃣ Eulerswap vault's operator takes in the 1M $USDT to borrow 900k USDC (assuming 90% LTV) -> vault contains 1M USDT + (100k + 900k) USDC
3⃣1M USDC is then sent back tradooor as output

*Note: Vault collects fee from facilatating swap order & redistributes back to LP

What makes this powerful is that Eulerswap doesn’t need idle liquidity waiting around. It pulls in lending liquidity JIT, maximising vault depth with minimal capital.

Extending further, additional advanced logic can be baked into with external integrations with other core DeFi primitives that enhances depth + liquidity availability.

The creativity space for strategies for each vault is essentially limitless.

-------

The Endogenous Multi-Yield Stack:

On Eulerswap, deposits aren’t siloed, but are simultaneously rehypothecated via:

🔹 Earning lending APY
🔹 Provide swap liquidity + collect fees
🔹 Serve as collateral for leveraged borrowing

Effectively, capital is working 2–3 jobs at once.

This is a shift from:

First-order yield (lending-only) → to second-order swap-ready capital → to third-order composability for external DeFi strategies.

A highly underrated architecture where 'endogenous multi-yield' means liquidity unification powered by multi-faceted yield sources.

One vault, one pool, but with modular hooks that keep it fully composable for DeFi at large (think @Uniswap V4 custom configs or integrations with other credit primitives).

Sososo what's the big deal?

This 'feature' breaks the age-old silo problem.

In TradFi, credit desks, MM desks & exchanges are separate silos → capital deposited are only utilised as far as it is stuck on the platform itself.

In DeFi, Eulerswap collapses this into a single unified pool. That’s both more efficient and more composable.
Here, we get far superior better LP returns compared to a typical spot DEX that is inherently capital-inefficiency & prone to significant IL risk (esp. for volatile pairs).

Eulerswap not only offers single-sided exposure, but also superior capital efficiency via borrowing.

Here, accessible credit acts as a lever that supports up to 40x efficiency in comparison to notional volumes.

This means accruing optimised swap fees on top of lending APY.

All without breaking composability. Vaults remain modular, extensible & plug-and-play with other DeFi-native strategies: structured yield products, LST-Fi hooks, perp hedging engines etc.

All constituting to a base layer primitive others can build on top of it.

--------

On Unlocking Advanced Capabilities: Capital on Steroids

Since liquidity is unified under a credit primitive, entirely new onchain strategies open up:

🔸Delta-neutral MM → Single-sided LP, borrow other side, maintain balanced pair exposure.
🔸Token launch liquidity setups → Support buy-side demand at custom valuations.
🔸Pair-flexible LP-ing → One unified pool can support multiple structures (AMM-style, hybrid, custom) with embedded credit logic.

This is a toolbox for onchain MMs and protocols, not just another DEX.
And the untapped potential is truly vast, just look at Euler's early beta traction thus far:

🔹$2.2B cumulative volume in 2 months
🔹$44.5K fees generated

With a sizeable $2.2B TVL with 55.3% utilisation (~$1.5B borrowed), Euler’s base lending primitive has already reached steady-state adoption which sits among the top lending markets.

That base gives Eulerswap a leading edge: it doesn’t need to bootstrap new liquidity & user base from scratch; It extends existing credit into multi-faceted yield infrastructure.

This itself, is the real moat it's establishing imo → a lending-first architecture that can spin into DEX liquidity, structured yield & advanced credit markets

All natively unified, compounding it's value proposition by multiple folds.

--------

Alright that's all from my yap.

Incase you can't read wtv I'd just typed, here's the takeaway:

Eulerswap represents the natural evolution of lending into a 'jacked capital-allocation OS' for DeFi.

It does so by unlocking multiple capital-efficient facets endogenously through stacked yield sources + composability.

This positions it as one of the most extensible primitives.

[andrew.moh @andrewmoh]

Gather ‘round the timeline.

Let me tell you a story about a place called @campnetworkxyz

Where builders build, creators earn, and partners actually deliver.

With just 8 days left in the Kaito saga, the ending is near.

Here’s the 3-month glow-up: 🧵⬇️

[KentDefi | The Mars Guy @KentDefi]

@andrewmoh @campnetworkxyz Camp’s not just rewarding contributors.

It’s rewriting how value flows in creator ecosystems.

This 3-month saga feels like just the prelude.

[Mike S @Mikesi30]

In my last post I said I’d be trading less this week - so here’s some research/yapping. @campnetworkxyz has been top 2 in mindshare the past 48h. Likely drivers: a) Story Protocol co-founder leaving → CAMP mentioned as a stronger IP alternative b) Camp x Kaito campaign wrapping up.

What many don’t realize is how broad yet integrated the @CampNetwork ecosystem already is:
🪞 Phase 1 @CampTrailHeads holders confirmed for a $MIRROR airdrop - likely the first of many.
🪞 $MIRROR launches within the Black Mirror IP ecosystem, plugged into both Camp + KOR Protocol (Camp’s AI & entertainment IP partner).
🪞 Utility spans management, distribution, and monetization of content/IP, with royalties for artists on Camp dApps.

Trailhead Phase 2 is already live with a PokémonGo-style AR hunt - only 10 WL slots left.

[Karen (⛩️) @Karen0z_]

To see where @Arbitrum’s developer mindshare is heading, start here.

Builder’s Block delivers biweekly, high-value updates straight from the foundation:

- Infrastructure developments ahead of the curve
- Ecosystem plays poised for momentum
- Deep dives into the stack that go beyond standard documentation

It’s an early-signal feed on what builders are creating and why it matters for the coming cycle.

The first issue is out now a solid resource worth saving for your next moves.

[MeCK 🛸 @0xdefi_MCK]

Drumrolls please... 🥁

We’re about to witness the Oscars of Web3 and you can help decide who takes the spotlight.

If your watchlist is full of underrated gems, this is their shortcut to A-list status.

1. Nominate your favorite projects for the 2025 #BNBChainAwards
2. Categories include AI, UX, RWA, trading volume & breakout growth
3. Winners will be part of BNB Chain’s 5-year milestone history

BNB brings recognition to those are still underlooked. Furthermore, they seek community-backed validation.

I’ll be nominating some low-key builders who’ve delivered real impact.

Who’s on your list?

Nominations open Aug 13-20

[cat-in-a-blender @NFTnodog]

In Fight Club, the final twist changes everything you thought you knew.

Does @OpenledgerHQ’s Snap Club have that kind of surprise? Probably that lies on the last rules, which will be revealed once you're in.

Snap Club is a social play:

1. Daily “Snap” about OpenLedger
2. Post your Snap rank

It’s Tyler Durden energy meets Web3 marketing, using mystery + exclusivity to hook people.

Clever brand work that turns community into its loudest megaphone.