NoobOn0x

Missing every single hype while searching for fundamentals.
Mostly DeFi stuff.

[Ethprofit.eth 🦇🔊 @Ethprofit]

The biggest issue with $ETH is... NOTHING!

It is the fastest growing and scaling digital asset in the world, nothing comes even close.

SHUT UP AND BUY ETH! 🚀

[NoobOn0x @NoobOnChain]

@BurtRock69 Why not just explain the new mechanic to keep sUSD pegged in the future?

[NoobOn0x @NoobOnChain]

@Defi_Hannie @spectra_finance Are those locked, veSPECTRA? Or how is TVL counted?

[Justin Drake @drakefjustin]

Today's a good day to remember why we're here.

We're building the future of finance—internet finance.

Unstoppable global free trade, not trade wars.
Credible neutrality, not entrenched interests.
Permissionless innovation, not bureaucracy.
Undebasable money, not money printers.
Sovereign individuals, not intermediaries.
A multi-decade vision, not 4-year cycles.
The internet, not imperial superpowers.
Positive-sum games, not rent-seeking.
Peaceful revolutions, not warmongers.
Cryptography, not aircraft carriers.
Network effects, not isolationism.
Fairness by design, not cronyism.
Open competition, not oligopoly.
Network states, not nationalism.
Frictionless markets, not tariffs.
Innovators, not lobbyists.
Builders, not lawyers.
Devs, not politicians.

Internet finance is coming. It's built different. Believe in something.

[Spectra @spectra_finance]

Nearly 30% of all yield-bearing stablecoins live today have a Spectra pool.

Launched permissionlessly in a few clicks, a Spectra pool unlocks Principal & Yield Tokens—powering fixed rates, discounted stables, PT looping, leveraged yield/points & more.

Get the edge. Who’s next?

[Marc Zeller @mzeller]

Today's liquidations printed ~$0.5M in SVR profits, with no bad debt.

The Aave DAO still holds $100M in cash (70% stables).

At the current $AAVE price, DAO buybacks will own 2.5% of the supply by year's end.

The Aave DAO is its own Saylor.

Just Use Aave.

[NoobOn0x @NoobOnChain]

BTC: the digital gold which mirrors tech stocks since 2020.

[Ignas @DefiIgnas]

BTC must rebound to prove it's digital gold.

If it mirrors the S&P 500, it's doomed. Self-custody alone won't justify a $1.6 trillion valuation.

It needs to pump to new highs like gold soon. I believe it will.

[NoobOn0x @NoobOnChain]

@DefiIgnas the last boomer bought.

[NoobOn0x @NoobOnChain]

there is some truth in here...sadly.

[FR🟦G 🟦E 🟦NOMICS @e_nomics_]

Too many protocols affiliated with @CurveFinance are shipping inadequate , unsecure , incomplete projects . Quite tiresome .

@ConicFinance devs completely silent

@spectra_finance can’t ship any data for people to observe protocol functionality . In addition , LP imbalances making a number of pools useless when trading YTs

@protocol_fx liquidation identity crisis

@asymmetryfin struggling with its identity , lack of defined markets, Minimal spot liquidity

Convergence has dissapeared

Napier still hasn’t shipped

Prisma blow up

Every time I try to use EYWA I end up using stargate for liqudity purposes .

All the developers shipping on this line need to realize they are destroying the base layer credibility with every stab and liquidity evacuation

[Uly | Spectra @Ulydev]

price charts for Principal Tokens (PT) vs. underlying and Interest-Bearing Tokens (IBT) are live in the @spectra_finance app 🫡

this makes it easier for traders to identify opportunities when a PT appears undervalued, and for LPs to track their positions.

[Wesley— oss/acc @wslyvh]

CRYPTO👏DOES👏NOT👏NEED👏POLITICAL👏OR👏GOVERNMENT👏ENDORSEMENT👏

IT👏IS👏TRYING👏TO👏REPLACE👏THOSE👏EXACT👏FAILED👏INSTITUTIONS👏

THINK👏BIGGER👏AND👏BELIEVE👏IN👏SOMETHING👏

[Z. @justz_eth]

https://t.co/5gtXUnB5d0

[Hugh Karp 🐢 @HughKarp]

Aave fine.
Maker/Sky fine.
Curve fine.
Liquity fine.
Morpho fine.
Compound fine.
:
All blue chip Defi is fine, and so far I haven't heard of anything else breaking.

Nice work all. 💪

[Alex Svanevik 🐧 @ASvanevik]

Aave DAO should acquire the Ethereum Foundation.

[Z. @justz_eth]

• Spectra silently reclaims TVL ATH
• Spectra enters top10 @SonicLabs
• New pools created organically almost daily now
• Spectra is the only home to @ResolvLabs RLP pool
• CMC/CG data inconsistency will soon be ironed out
• Sonic TVL blackhole theory is playing out 👇

[StrangeFi.eth (Spectra intern) @strangedotfi]

A few hours after this thread, the same type of growth seen on the USR pool is now happening on the RLP (@ResolvLabs) pool, already reaching $1.6M in TVL. Some key figures on @spectra_finance :

• LP: Up to ~78% yield and x45 Resolv points until February 23, then x30
• YT: Yield from the IBT and x45 Resolv points until February 23, then x30
• PT: Fixed rate of ~35%

[Figue @Figue_me]

Spectra attracts ~10% of the scUSD supply in less than 48hours since launch.

This confirms my thesis on yield tokenisation 👇

[Emilio^ @The3D_]

Walkthrough episode 3 - Using Risk Premiums to price risk and liquidity in @aave V4 ⬇️