Iykyk

Views are my own, not professional advice. To God be the glory.

[Iykyk @The_Margin_Call]

$HYG long dated OTM puts

Thats the tweet.

[The Spectator Index @spectatorindex]

Prices, since start of the year.

Rice: +45%
Cotton: +27%
Wheat: +25%
Wool: +21%
Rubber: +20%
Cheese: +16%
Tea: +15%
Sunflower oil: +15%
Palm oil: +15%
Lumber: +14%
Soybeans: +13%

[Iykyk @The_Margin_Call]

@ClarenceSn40051 @R89Capital I agree with you

[Iykyk @The_Margin_Call]

Themes matter the most

[Iykyk @The_Margin_Call]

Russel 2000 and Toronto Stock Exchange

That’s the tweet.

[Iykyk @The_Margin_Call]

If you think Trading/Investing is a young man’s game, I’m buying your portfolio out next.

[Tanning Salon Don @TheSalonDon]

Be especially careful of an old man in a young man’s game

Leo had the craziest rise of all time. Like he was on limitless pills

-Valedictorian of Columbia at age 19
-Joins OpenAI on 8 figure contract
-Writes 165 page prediction about AI
-Gets fired
-Essay starts coming true
-Raises $200m to invest in essay thesis
-Turns it to $5.5b
-Hottest fund on Wall Street
-Leverage a little too high
-Citadel notices
-Citadel puts out fake rate hike story
-Margin Call
-Citadel absorbs him including private anthropic stock in his portfolio
-Forced non-competes

If Leo ever makes a trade again. Ken Griffin will be getting his taste

[Iykyk @The_Margin_Call]

Orgasm

[Dadivan.Sol @Dadivan_sol]

🫡 Top Stable Yield-Bearing Tokens of the Week [W31] 2026

Ranked by APY + weekly delta

⸻

1️⃣ $jrONyc – @ExponentFinance

23.17% APY including rewards (▼ 19.28%)

Still on top.

→ Exponent's Junior ONyc tranche keeps the #1 spot despite a sharp APY compression. Lower utilization and reward normalization reduced returns, but it remains Solana's highest-yielding stable-backed strategy.

⸻

2️⃣ $USD* Junior – @perena

18.43% APY (▼ 1.76%)

Holding strong.

→ USD* Junior remains one of Solana's premier structured yield products. Although yields eased this week, demand for first-loss structured exposure continues to support elevated returns.

⸻

3️⃣ $USDC – @loopscale + @ExponentFinance

14.84% APY (▼ 0.99%)

Still among the leaders.

→ The OnRe Growth Vault continues delivering attractive institutional-grade yields through lending, looping, and reinsurance strategies despite another week of gradual compression.

⸻

4️⃣ $ONyc – @onrefinance

11.64% APY (▼ 0.03%)

Consistency wins.

→ ONyc remains one of Solana's most dependable RWA-backed yield assets, once again posting almost no week-to-week volatility.

⸻

5️⃣ $PYUSD – @kamino (JLP Vault)

9.83% APY (🆕 New Entry)

A new entrant.

→ PYUSD enters the leaderboard through Kamino's JLP Vault, reflecting growing demand for diversified institutional stablecoin yield strategies.

⸻

6️⃣ $PST (Classic, no lockup) – @humafinance

8.20% APY (→)

Business as usual.

→ PayFi credit continues offering reliable, predictable income with minimal volatility, remaining one of the ecosystem's steadiest stable yield products.

⸻

7️⃣ $USX – @kamino ( @AllezLabs USX Vault)

8.08% APY (▼ 1.16%)

Further normalization.

→ USX yields continued compressing this week as additional liquidity entered the vault, though it remains a competitive institutional credit strategy.

⸻

8️⃣ $eHYUSD – @hylo_so

7.89% APY (▼ 0.31%)

Steady transition.

→ Hylo's delta-neutral yield asset saw a slight decline in returns while continuing to generate yield from leveraged-token activity without directional market exposure.

⸻

Weekly signals 👇

• jrONyc remains #1 despite a significant APY normalization
• USD* Junior strengthens its position as the closest challenger
• Loopscale + Exponent's OnRe Growth Vault continues ranking among Solana's leading institutional strategies
• PYUSD debuts on the leaderboard through Kamino's JLP Vault
• ONyc continues setting the benchmark for consistent RWA-backed yield
• Stablecoin yields broadly compressed this week as liquidity deepened across multiple protocols

⸻

Yield markets continue maturing.

Rather than chasing unsustainably high returns, capital is increasingly flowing toward products with transparent risk frameworks, institutional backing, and proven resilience.

As liquidity grows across Solana's stablecoin ecosystem, APYs naturally compress—but the breadth and sophistication of yield opportunities continue expanding through structured finance, RWAs, and institutional vaults.

That's the stable yield leaderboard I'm tracking this week 🫡

[Barchart @Barchart]

U.S. Debt now exceeds 100% of GDP for the first time since World War 2 🤯👀

[Iykyk @The_Margin_Call]

Nailed it

[SpotGamma @spotgamma]

Your goalposts for today. Good luck.

[Iykyk @The_Margin_Call]

@BadelDaGr8 Thank you - will look into

[Nayib Bukele @nayibbukele]

This may be unpopular, but we never escaped the 2008 financial crisis. We just shifted the pain.

[Iykyk @The_Margin_Call]

@BadelDaGr8 @kamino @Figure @HastraFi Thank you for the clarification, personally, I don’t mind the risk.

[Iykyk @The_Margin_Call]

HYG and TLT puts. Find a way to manage bleed. Not financial advice.

[The Spectator Index @spectatorindex]

BREAKING: 🇺🇸 US 30-Year Treasury bond yield is now at the highest since before the Global Financial Crisis

[Ashraf Laidi @alaidi]

Bond market telling you what it thinks of the Fed decision. 10 yr is above what it was before the decision after a quick drop

[Iykyk @The_Margin_Call]

Subhanallah

[Camryn @dancingofpens]

this graph from the AP stunned me into silence

[Iykyk @The_Margin_Call]

1. Covid Supply Shocks
2. Massive Fiscal Spending
3. Ongoing War
4. Elevated Energy Prices
5. Tariffs
6. AI Capex spending

[Iykyk @The_Margin_Call]

@GPUHeater @jakebrowatzke You nailed it! Guy is a LARP

[Iykyk @The_Margin_Call]

@spotgamma I do.

[Iykyk @The_Margin_Call]

Beaucoup Aura..

Vive L’Afrique de France

[༻♡༺ @ughdiorr]

new mbappe gif wake up wake up

[Iykyk @The_Margin_Call]

Whew…

[James E. Thorne @DrJStrategy]

Ignore the noise.

Market getting positioned for rate cuts.

[Iykyk @The_Margin_Call]

My president

[Sean Strickland @SStricklandMMA]

Trump new israel stance is such BS...

"Their blowing up whole apartment buildings"

Unlike your entire presidency when we've been seeing kids pulled out of rubble.... You just now noticed? Sure....

Trumps new stance is a mid term stance, nothing more.....