@jzlegion Congrats on the raise! Turning a belief into a trade flow is a cool idea. I'm an engineer and would love to help build this. Sending you a DM
perps on Solana heating up is right. curious about Armada: when it prices off external venue liquidity and one venue's oracle lags in a fast move, is exposure capped per venue in the program or handled off-chain by the router? I've built Rust perp contracts, so asking from experience
@infiniFi if DeFi's next leg is real and TVL scales several x, what breaks first for a fractional-reserve design: depth in the illiquid farms (Pendle PTs, sUSDe) or redemption liquidity in the liquid ones? curious where you see the bottleneck
@ConcreteXYZ on the cycle-based rate update: what stops deposit-before-bump, exit-after dilution? async queue (7540-style) or deposits priced at next cycle? and is there an on-chain cap on how far the operator can move the rate per update?
congrats. the Veda vault angle is interesting. when cover is embedded in a vault like that, does the cover contract read the vault's share price to size losses, or does it track its own accounting? asking because I've built ERC-4626 adapters and the share price edge cases get ugly
@twynexyz@strata_markets@aave Nice to see one credit vault backing three debt pairs. Curious how you handle utilization when USDC/USDT borrows all reserve from the same pool as USDe? And with the PT maturing 22 Oct, what's the plan for the roll or unwind? I build ERC-4626/Aave adapters, happy to dig in.
@goitbykojiro@tenkafinance Built a small demo of the secondary flow you described. NAV is a weekly reference, price floats above or below it, and settlement is atomic between whitelisted buyers. On stale NAV, orders can opt into an epoch or max-age guard instead of a hard band.
https://t.co/zVIWXMje9t