DeFi Guide @TheDeFiGuide - Twitter Profile

@0xSweep Ever heard of a carry trade? What you're describing is actually velocity. It's not magic. I supply $100k of ETH and cbBTC on Aave. I borrow $50k at about 4% interest. I deploy the $50k on Uniswap V3 in WETH/USDC and earn about 100% APR plus or minus. What's the problem?

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@TheDeFiGuide

about 2 months ago

@Rabby_io Rabby is no longer showing my perps position on GMX on Arbitrum

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TheDeFiGuide retweeted

Quasar Markets @QuasarMarkets

about 2 months ago

QM Live Overseas Defi https://t.co/PYd5IcNORI https://t.co/EwCs13XNH2

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DeFi Guide

@TheDeFiGuide

5 months ago

🎙️ Live Stream: Professional DeFi Strategies — Borrow Low, Earn High https://t.co/7UbHT6DNax via @YouTube

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@TheDeFiGuide

5 months ago

I'm appearing on a podcast this Saturday: Professional DeFi Strategies — Borrow Low, Earn High https://t.co/7UbHT6DNax via @YouTube

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DeFi Guide

@TheDeFiGuide

6 months ago

It's been a while since I did a live stream on YouTube. I've been heads down building Overseas Defi. Join me this Saturday to learn how I borrow low, earn HIGH in defi! 🎙️ Live Stream: Professional DeFi Strategies — Borrow Low, Earn High https://t.co/ZVYGOJbyhg via @YouTube

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TheDeFiGuide retweeted

Aerodrome

@AerodromeFi

7 months ago

We’re actively investigating a frontend compromise. Please do not access the site through any URL — primary domain or decentralized mirrors — until we confirm everything is safe. All smart contracts appear secure. Updates soon.

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TheDeFiGuide retweeted

Raoul Pal

@RaoulGMI

7 months ago

I know no one wants to hear bullish ideas and everyone is scared and wants to fling poo at each other... but the Road to Valhalla is getting very close. If global liquidity is the single most dominant macro factor then we MUST focus on that. REMEMBER - THE ONLY GAME IN TOWN IS ROLLING $10TRN IN DEBT. EVERYTHING ELSE IS A SIDESHOW. THIS IS THE GAME OF THE NEXT 12 MONTHS. Currently the gov shutdown has forced a sharp tightening of liquidity as the TGA builds up with no where to spend it. This is not offset by the ability to drain the Reverse Repo (it is drained). And QT drains it further. This is hitting markets and in particular crypto which is the most liquidity driven. TradiFi asset managers have had one of their worst years of performance vs benchmark and are now having to chase markets and that is allowing tech to be more stable than crypto. 401K flows help too. If this liquidity drain keeps going longer, stocks will get hit hard too. However... As soon as the gov shutdown ends, the Treasury begins spending $250bn to $350bn in a couple of months. QT ends and the balance sheet technically expands. The Dollar will likely begin to weaken again as liquidity begins to flow. Tariff negiotiations will have largely been completed, removing uncertainty Ongoing bill issuance increases, adding more liquidity via bank balance sheets and money market funds (and stable coins). Ongoing rate cuts (we will have economic weakness from the shutdown that will add to the evidence that rates need to come lower but no, there is no recession).. SLR changes free up more of the banks balance sheets allowing for credit expansion. The CLARITY ACT will get passed, giving the crypto regs so deserately needed for large scale adoption by banks, asset managers and businesses overall. The Big Beautiful Bill then kicks in to goose the economy into the midterms. The entire system is now being geared toward a strong economy and strong market in 2026 for these elections. China will continue to expand its balance sheet. Japan will work to strenghten the Yen, and also fiscally stimulate. The ISM will rise as rates fall and tarrif uncertainty drops away. You just need to get through the Window of Pain and The Liquidity Flood lies ahead. Always remember the Dont Fuck This Up rules...and wait out the volatility. Drawdowns like this are common place in bull markets and their job is to test your faith. BTFD if you can. td:dr - When this number goes up, all number go up.

RaoulGMI's tweet photo. I know no one wants to hear bullish ideas and everyone is scared and wants to fling poo at each other... but the Road to Valhalla is getting very close.

If global liquidity is the single most dominant macro factor then we MUST focus on that.

REMEMBER - THE ONLY GAME IN TOWN IS ROLLING $10TRN IN DEBT. EVERYTHING ELSE IS A SIDESHOW. THIS IS THE GAME OF THE NEXT 12 MONTHS.

Currently the gov shutdown has forced a sharp tightening of liquidity as the TGA builds up with no where to spend it.

This is not offset by the ability to drain the Reverse Repo (it is drained). And QT drains it further.

This is hitting markets and in particular crypto which is the most liquidity driven. TradiFi asset managers have had one of their worst years of performance vs benchmark and are now having to chase markets and that is allowing tech to be more stable than crypto. 401K flows help too. If this liquidity drain keeps going longer, stocks will get hit hard too.

However...

As soon as the gov shutdown ends, the Treasury begins spending $250bn to $350bn in a couple of months. QT ends and the balance sheet technically expands.

The Dollar will likely begin to weaken again as liquidity begins to flow. Tariff negiotiations will have largely been completed, removing uncertainty

Ongoing bill issuance increases, adding more liquidity via bank balance sheets and money market funds (and stable coins).

Ongoing rate cuts (we will have economic weakness from the shutdown that will add to the evidence that rates need to come lower but no, there is no recession)..

SLR changes free up more of the banks balance sheets allowing for credit expansion.

The CLARITY ACT will get passed, giving the crypto regs so deserately needed for large scale adoption by banks, asset managers and businesses overall.

The Big Beautiful Bill then kicks in to goose the economy into the midterms. The entire system is now being geared toward a strong economy and strong market in 2026 for these elections.

China will continue to expand its balance sheet. Japan will work to strenghten the Yen, and also fiscally stimulate.

The ISM will rise as rates fall and tarrif uncertainty drops away.

You just need to get through the Window of Pain and The Liquidity Flood lies ahead.

Always remember the Dont Fuck This Up rules...and wait out the volatility. Drawdowns like this are common place in bull markets and their job is to test your faith.

BTFD if you can.

td:dr - When this number goes up, all number go up.

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TheDeFiGuide retweeted

ΞlCoco.eth🌪 @cocothecorncob

8 months ago

Eth is money. The song says so. It's been a while, but I've got a new song out. Just a good ole country song about money and why Eth is it. Mint here to support 🙏 (real cheap): https://t.co/e21Vf2OpIx Half the proceeds will go to @rstormsf 's legal fund 🌪️ Big kudos to Will from @DAObeatRecords fer smashing it on the guitar!

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DeFi Guide

@TheDeFiGuide

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