marginfi

A dynamic DeFi lending venue, powered by @Project0

[marginfi @marginfi]

marginfi is now a venue powered by Project 0 🎉

All self-custodial, main pool marginfi positions are live on P0. There’s no need to re-deposit.

Project 0 is rewarding all MRGN points holders 1:1, with additional boosts.

All questions regarding Points, P0 timeline, and token are answered in the attached thread.

The marginfi program, marginfi dApp, and MRGN validators will all improve dramatically under P0

Welcome to Project 0 🖤

[Project 0 @project0]

Introducing Project 0, the first DeFi-Native Prime Broker

Through P0, you can borrow against your entire DeFi portfolio, regardless of the individual venues you use.

Kamino, Drift, Hyperliquid…

DeFi just changed. Here's how ↓

[MacBrennan | P0 @macbrennan_cc]

If you're just coming back to Solana and looking for universal yield & credit on your tokens,

Try @Project0

[P0 Ecosystem @p0_eco]

Stablecoin rate arb has been holding on P0 for over a week 🌱

USD* loops by @perena are still showing consistent spreads across major stablecoins:

Simple idea: supply one stablecoin, borrow another, and capture the rate spread through unified margin, gain >10% APY

[Project 0 @project0]

P0 lands on Seeker 📱

Solana DeFi strategies, directly from your phone.

Access multiple Solana yield venues, cross-venue looping opportunities, and new lend/borrow spreads across Solana DeFi.

[Project 0 @project0]

Account management on Project 0 just got a major upgrade ⚡️

We rebuilt the way accounts load, update, and switch across the app, making it much faster for users managing multiple portfolios or strategies.

Less friction, more control, better portfolio visibility ↓

[MacBrennan | P0 @macbrennan_cc]

Legitimate yield outperformance is spelled out for you in these updates 👇

Very serious. Double digit yields on SOL and Stablecoins + more

Or -- just earn nothing on your assets. Your choice :)

[Project 0 @project0]

https://t.co/XtO7JGV0cG

[P0 Ecosystem @p0_eco]

Holding $HYPE? You can now borrow against it on Project 0 ⚡️

$HYPE is live as collateral inside unified P0 margin.

That means you can keep your HYPE exposure while unlocking stablecoin liquidity against it on @solana .

No need to sell.
No need to move across venues.

[P0 Ecosystem @p0_eco]

Idle SOL can now be routed into high-yield LST loops directly through unified margin.

Current setups include:

• STKESOL / SOL: up to ~12.87% APY
• corvusSOL / SOL: up to ~40.31% APY
• corvusSOL / cgntSOL: up to ~14.48% APY

[Project 0 @project0]

Always shipping, more to come soon

[MacBrennan | P0 @macbrennan_cc]

Extremely proud of [redacted] on my team today for pushing Fable to the limit to try and find bugs in P0

We take security so seriously Claude can't handle it!

[Project 0 @project0]

https://t.co/uW7z4xCCah

[P0 Ecosystem @p0_eco]

📂 P0 Strategies
┃
┣ Directional leverage strategies
┃ ┣ 📂 Long - SOL / USDC + 28% APY
┃ ┣ 📂 Short - PYUSD / JitoSOL + 10% APY
┃ ┗ 📂 Long - JLP / USDC + 99% APY
┃
┣ Rate arbitrage
┃ ┣ 📂 USD* / USDT ~ 9% APY
┃ ┣ 📂 USD* / USDG ~ 9% APY
┃ ┗ 📂 hyUSD / USDS ~ 9% APY
┃
┗ Carry trade / LST arbitrage
┣ 📂 YIELD / JitoSOL ~ 13% APY
┣ 📂 corvusSOL / JupSOL ~ 15% APY
┗ 📂 STKESOL / SOL ~ 12% APY

[Project 0 @project0]

Major tokens & a stablecoin just got listed on Project 0 🎉

$AAVE $HYPE $USDe are now live inside unified P0 margin.

Use them as collateral, improve borrowing power, and deploy capital across cross-venue strategies, all from one account.↓
@HyperliquidX @aave @ethena

[MacBrennan | P0 @macbrennan_cc]

"super intelligence killing off defi"

very lazy take. humans will increasingly value property and tradeability in a physical/digital world.

blockchains will uniquely give them sovereignty and optionality over their physical/digital assets, outside of the ai-controlled, centralized alternatives.

defi will become more secure than closed-source, off-chain black boxes. there are far less dependencies and attack vectors in defi than there are in traditional systems. coordination on a generalized blockchain about past account balances or where funds have gone is far easier than off-chain. audibility and provability will become paramount as people hand over responsibility to thinking machines and humans-in-the-loop decrease.

layer in the fact that there is no single source-of-truth in traditional systems. if an ai wipes your data from one closed-source database, you now have to convince the ai/humans in the loop they're wrong. you're at their mercy. your other accounts live in isolation and can't verify past balances elsewhere. coordination between one off-chain bank account and one off-chain brokerage account is not provable. nothing is provable. you're fully at the mercy of the ai.

policing and censoring become effortless and increasingly mistake-able under ai. the ways this can happen are endless. any sufficiently paranoid person with opinions in a default-surveillance state will exit systems they do not have sovereignty over, fearing a retaliatory freeze on assets. countries will tighten their monetary policies as the economic affects of AI tighten. rules and taxes will be enforced. people, especially in poorer countries, will seek safe havens.

finally, as a thought experiment: imagine quantum computers could break standard encryption in a week from now. solana was quantum-proof, and your bank's database was quantum-proof. you're less sure about the encryption of the dependencies each system uses.

where would you feel safer having your funds? i would feel 100x safer having it on a blockchain. if an adversarial player decides to wipe your account thru a unsafe dependency in your favorite bank account, who is going to save you? how long will that take? what is your source of truth that you had money in that bank account before the exploit?

[P0 Ecosystem @p0_eco]

Stablecoin arb has been holding on P0 for over a week 👀

• USD* → USDS: ~9.82% APY
• USD* → USDT: ~9.01% APY
• USDC → USDS: ~22.08% APY
• hyUSD → USDS: ~10.65% APY

Delta-neutral stablecoin yield, driven by rate differences across markets.

[Project 0 @project0]

https://t.co/6h3iIOkfn5

[P0 Ecosystem @p0_eco]

Short SOL and earn yield on top 🩸

On P0, directional trades let you express a view while still capturing APY.

Example live now:

Use USDG collateral → borrow JitoSOL → short SOL exposure
Earn up to ~11.36% APY while running the position.

[P0 Ecosystem @p0_eco]

Emission-backed LST loops are leading SOL/LST arb on Project 0 👀

corvusSOL and $YIELD are currently showing some of the best rates:

• corvusSOL → JitoSOL: ~13.49% APY
• YIELD → JitoSOL: ~13.34% APY

With ~$500k+ capacity.
Idle SOL ? This is one way to put it to work↓

[P0 Ecosystem @p0_eco]

Diversify your collateral with high-yield stablecoins on Project 0.

Add USDG and JupUSD to unified margin alongside your existing assets:

• USDG: up to ~11.17% APY
• JupUSD: up to ~9.28% APY

Earn yield, strengthen account health, and unlock better capital efficiency ↓

[MacBrennan | P0 @macbrennan_cc]

Holding stablecoins?

Find the best rate for them on Project 0