web企鹅佬

白天看K线，晚上刷推特
专注Alpha & 早期项目
不FOMO，只慢慢变富
🚀 to the moon or 归零重开

[Phyrex @PhyrexNi]

一转眼我都有一周没有开单过 海力士的 ADR 了，最近看到很多的数据都说韩国的去杠杆差不多了，但是从目前来看，感觉 SK 海力士的涨幅有点低，但 SKHY 的涨幅最近却还可以，这也导致了 ADR 和 SK 的溢价继续上升，目前都已经到了 48.6% 了。

这么高的溢价情况，要么就是 SK 大幅上涨去追溢价，要么就是 ADR 涨幅放缓，要么就是 ADR 大幅下跌超过 SK 。

当初我做空就是去等第三种情况，但最近一周都没有机会，目前确实 ADR 和 SK 的溢价太高了，半导体的定价也挺高了，我觉得最少应该还有做空溢价的机会。应该还要耐心的等一等，这一步半导体下跌虽然是有韩国市场的杠杆问题，但美光等美国美股并不应该受到那么大的影响。

最郁闷的是我一直在等的长鑫科技，竟然今天涨了 12% ，完全就没有做空的机会，还是只能先等等看了。

@Gate Crypto、美股、港股、韩股、黄金、CFD、预测市场一站交易

[web企鹅佬 @Strata__market]

这个CEO说比特币会归零，其实是5月旧闻。他明确说这是“纯交易员本能”，没模型没数据，被问什么能改他看法，直接答“不知道”。
一边预言归零，一边又建议BTC持有者配黄金对冲，因为两者相关性高。典型既否定又想分蛋糕。
比特币不用关心“归零”宣判多少次了？活过来的次数本身就是最硬的主观价值

[比特币橙子Trader @oragnes]

世界黄金协会 CEO ：比特币会归零！！！

我就想问，比特币从诞生至今，被归零了多少次了？

[Star_OKX @star_okx]

Great to see OKX around Europe. 🇪🇺

But what makes me happiest is hearing that the product, liquidity, and customer experience are delivering.

We’ll keep working hard—and keep moving at F1 speed. 🏎️

[Strata @strata_markets]

DeFi will win.

[Strata @strata_markets]

Strata enables innovative yield sources like @Neutrl to reach a broader user base with different risk-reward preferences.

Four weeks since launch, Strata NUSD market has scaled to ~$14M in TVL.

• ~$8M in Senior NUSD earning superior risk-adjusted yield with ~75% additional risk coverage by the junior tranche.
• ~$6M in Junior NUSD earning ~1.3x leveraged upside to sNUSD APY.

Next-gen structured yield products for the next-gen crypto-native yield.

[Vish🃏 @UnQuidPro]

The structural problem with TradFi/DeFi private credit isn’t just transparency - it’s risk homogeneity. Every LP shares identical exposure regardless of mandate.

Risk-tranching solves this. Separate any yield source into senior (covered credit) and junior (enhanced credit). Let the market price risk explicitly.

DeFi scales through RWAs not by repackaging TradFi’s yields on-chain, but by offering what TradFi structurally cannot: composable, self-selecting risk exposure enforced by code and priced by the market.

That’s @strata_markets.

[Strata @strata_markets]

Looking for next-generation yields?

Strata offers risk-optimized access to @Neutrl's yield and additional rewards via @pendle_fi.

srNUSD currently offers the highest yield on NUSD, protected by additional ~$5.5M risk coverage by the junior tranche.

• LP-srNUSD = ~8.3% APY + 40x Neutrl + 60x Strata
• PT-srNUSD = 7.6% fixed APY
• YT-srNUSD = ~6% underlying yield + 40x Neutrl + 60x Strata

[Strata @strata_markets]

jrNUSD market offers enhanced yield on NUSD.

• LP-jrNUSD = ~12.3% APY + 10x Neutrl + 20x Strata
• PT-jrNUSD = ~8.2% fixed APY
• YT-jrNUSD = ~10% underlying yield + 10x Neutrl + 20x Strata

[Strata @strata_markets]

Strata x Neutrl keep tranching on.

[Ethena @ethena]

Here's what happened @ethena in February:

• Went live with eSui Dollar (suiUSDe) on @SuiNetwork, powered by Ethena Whitelabel.

• Crossed $130m+ in native stablecoins built on Ethena Whitelabel across MegaETH, Jupiter, and Sui.

• Hit $1.1b+ in USDe cross-chain supply, up from $120m in May.

• Rolled out Ethena Exchange Points, rewarding trading on @etherealdex and @hyenatrade.

• @etherealdex crossed $7B in cumulative trading volume.

• Distributed $915k+ in USDe rewards to @etherealdex traders and $850k to @hyenatrade on their margin balance.

• @hyenatrade hit $2B total volume, >$60M daily volume ATH, and 10K+ users.

• Crossed $150M in USDe supply on USDe-native perps.

• Enabled USDe mint and redeem on @HTX_Global with daily rewards.

• Brought Ethena-powered savings to @LBank_Exchange.

• Listed USDe-USDH perp on @felixprotocol.

• @strata_markets srUSDe April PT is now live on @aave v3 core - alongside a refreshed UI/UX, updated branding.

• sENA holders now receive 5% of @EchelonMarket $ELON total supply.

• Joined @EntEthAlliance.

[Pendle Intern @PendleIntern]

It's no secret that stablecoin rates across the market have plummeted.

What IS a secret, however, is that this isn't the case all around the world.

PT-srUSDe/USDe powered by @aave x @strata_markets continues to earn 29.11% APY.

That's 8x more than Short Term T-Bills 👀

[Strata @strata_markets]

Strata Senior USDe (srUSDe) is an institutional-grade asset offering the highest and safest yield on @ethena USDe.

• ~30% additional risk coverage by the junior tranche.
• Yield floored at USDC/USDT lending rates on Aave, DeFi's risk-free rate with uncapped upside to sUSDe APY.
• PT-srUSDe (fixed APY ~4.84%) is a prime asset on @pendle_fi and collateral option on @aave v3 Core market.

The Pendaavethena stack keeps strengthening.

[c.j.battle @cjbattle_]

C.J. Battle x Ocean (ft. Saint K)
prod. iCellBeats

[web企鹅佬 @Strata__market]

Healing Crystal Jewelry 🥰 https://t.co/DtkYzPUxYp

[c.j.battle @cjbattle_]

Pre-save my new album "Solutions" on Spotify: https://t.co/GDHKCwX3Za (03/29/2021)

[c.j.battle @cjbattle_]

Hers & His

[BRIANA ANIYSA @brianaaniysaa]

I made a really bomb vegan pho.
#curlyhairvegan