Mikasa

[Mikasa @SolMikasa1903]

This week’s leaders by TVL:
1) USDT/crvUSD, +$29,6M
2) crvUSD/WETH, +$22,8M
3) ETH/stETH, +$9,9M
https://t.co/QQzLeyxlyk

[Curve Finance @CurveFinance]

Curve is part of the inaugural Universal Token Ratings cohort from @DefiLlama and @Forgd_.

It received a score of 52.94 and a grade of AA, based on project disclosures and live market data.

That places Curve in the top three. Not bad!

[Curve LlamaLend @llamalend]

🦙❤️🐳

[Mikasa @SolMikasa1903]

Proposal #56
It suggests to Increase WBTC and cbBTC market caps to $50M!!!!
Don’t postpone what can be done now!
https://t.co/MO4gUSx462

[Curve LlamaLend @llamalend]

👀

[Ivan Livinskiy @ilivinskiy]

Here’s another ethereum:0x01791f726b4103694969820be083196cc7c045ff token update from @yieldbasis. Last week saw the largest deposit into a locked veYB position since the protocol launched.

[Resupply @ResupplyFi]

Curve proposal 1475 has been executed, doubling the amount of protocol-minted crvUSD supplied to the sreUSD lending market from 15m to 30m.

1/

[Mikasa @SolMikasa1903]

Curve founder says: "DeFi doesn’t need some of the safeguards which traditional lending requires, and yet, at the same time, it may need others."
https://t.co/hzOmhypeqe

[Michael Egorov @newmichwill]

You probably heard that I don't like Javascript.
So I vibe-coded a @CurveFinance UI in Python running in your browser, and reinvented how routing can be done.
Swaps are calculated as electric circuits using laws of Physics + EVM running in the browser.
Unprofitable to sandwich

[Mikasa @SolMikasa1903]

It's very handy: you can track all swaps in the Yield Basis's pools in real time! 🛻🛻🛻
https://t.co/vmZ29utw06

[yieldbasis @yieldbasis]

Parameters for @coinbase cbBTC and @TheTNetwork tBTC to earn more, similar to WBTC, are being voted in.

If you have veYB - vote here: https://t.co/BYlwvhOCSp
If you are @CurveFinance voter - complimentary vote here: https://t.co/6HYez1gbOG

[Curve Finance @CurveFinance]

100M in PegKeepers. Mint borrow rates on LlamaLend are about to go down

[Mikasa @SolMikasa1903]

👀 👀

[Fully Vested Podcast by DefiLlama @FullyVested_Pod]

"There's no more DeFi Pulse. Only llamas now."

@defillama succeeded early because other data providers kept getting @CurveFinance's data wrong, says @newmichwill:

[Mikasa @SolMikasa1903]

@WrappedBTC Yield Basis is feeling this

[Inverse @InverseFinance]

Stable leverage on FiRM, the current board:

• The new @ResupplyFi pairs are the headline. reUSD-sDOLA through @yearnfi or @StakeDAOHQ onlyBoost is printing +77% net yield at 6.7x loops

• The sUSDe-DOLA LPs are the points play. +26% net at 12.5x through @ConvexFinance or Yearn, plus @ethena sats at up to 375x when max looped, you won't find more sats anywhere else in DeFi. Naked $sUSDe is also live for anyone who wants a pure DOLA-short leg with up to 50x sats and no LP exposure.

• scrvUSD-sDOLA LP is the purist's pick. 35% net yield at 7.7x, and every basis point is organic: #FiRM revenue flowing through #sDOLA, @CurveFinance DAO revenue flowing through #scrvUSD. No emissions anywhere in the stack.

• sUSDS-DOLA LPs rounds it out at up to 30% for the @SkyEcosystem crowd.

Every one of these is fixed-rate leverage. You know your borrow cost on day one and it never moves. Pick your market. https://t.co/PaB0u4cvkS

[Michael Egorov @newmichwill]

It's always this feeling when observing @yieldbasis pools while the market move is really furious. Very interesting for us, researchers!

[Mikasa @SolMikasa1903]

This week’s leaders by volume:
1) USDT/crvUSD, +$24,3M
2) USDC/fxUSD, +$19,4M
3) USDC/crvUSD, +$17,2M
https://t.co/ZmNQrgpFNd

[Curve LlamaLend @llamalend]

How much are you paying for your loans?

[Mikasa @SolMikasa1903]

Yield Basis is the rocket! 🚀 🔥🔥
4 legacy and 4 V3 pools generated a volume of ~$1.97 billion in the first half of the year, which equates to ~8% of the trading volume!
This was achieved with a TVL of ~$165,5 mln , just imagine how much it would be if the TVL were a billion!