In Part 2, our hippo hero demonstrates the awesome power of a Resupply vault, where you can put your stablecoins to work while still accessing their liquidity:
1/🧵
This little (just 1M) pool (USDe/USDT) is number 1 today by trading volume and by utilization. It received a bit more CRV incentives than usually, got more liquidity, and now attracts more trades than before.
Wonders of contunuous concentrated liquidity and dynamic fees
Busy August
ethereum:0xf939e0a03fb07f59a73314e73794be0e57ac1b4e minting nearly doubled, the peg stayed within 6.1 bps, and LlamaLend V2 borrowing rose 45%.
@ResupplyFi got more $sreUSD capacity, @twinfinance_ launched FX markets in collaboration with @DAMM_Capita, and yRisk was selected as DAO risk provider.
Monthly recap ↓
https://t.co/n3a93uuZu2
Great breakdown on how Resupply amplifies yield for farmers. Lenders basically leverage their own lending position, borrow $reUSD against it and resupply it back into the market, with up to 20x leverage. Worth a read.
Curve needs a new risk provider. It's crucially important for how fast and safe Curve lending and crvUSD can grow. Please come and vote here https://t.co/Ketb5Qt8j3 - one vote per provider is made
proposal 50 passed
+5m capacity is now open in @yieldbasis wETH pool
ETH LPs can now access the updated single-sided v3 pool
capacity is limited:
https://t.co/sNB4pSAvl6
My latest video for @AlphaBetaSoup_ explores the current state of the economy, and how bad data doesn't seem to matter because the top 20% of earners are doing so well.
Give it a watch, subscribe to my channel, etc. YT link in the retweet below. Appreciate the engagement!
Have a great weekend
A short story about Indian scammers who called the cops on themselves:
Earlier this week a follower DM'd me from his personal account complaining that 5.73 BTC ($475K) of his was 'unjustly' frozen at Changelly in Mar 2025.
So I went and plotted the Bitcoin transaction in my compliance tools.
The inflows trace back to illicit sources via social engineering thefts targeting Americans through US exchanges and Bitcoin ATMs.
The broader cluster of high confidence thefts has taken $1M+ from victims since 2025, with several of them elderly.
His story kept changing. It was a loan. No, his boss sent it. No, his boss invested in Bitcoin "during 2014 and 2015" through a friend in the US.
The best part? In Dec 2025 he claims to have filed a police report in India over these frozen funds (3207-P/2025).
In our DMs he shared email screenshots which I queried to surface more data points and map his group out.
I suspect AmanKesar11 is a mule for his boss 'Mr Parveen,' as the 'proof' he sent included bank statements under a different name / location.
While you can message me for help and I'll respect your privacy, at least use common sense and don't contact me with stolen funds.
5.73 BTC frozen order: fb931baac66bfc116deb10fa81417fb3da61e4362cd2997ee1eaa577e96272f3
AmanKesar11 BTC address: bc1q5yjxzcvfswvyx9y6cvlc3xe4laqqnqsjp3f9t2
AmanKesar11 Tron address: TQkEVXjtvSbigGa5fqFUpcYJnGvpKPPBEm
Want to bet on the US?🇺🇸
Trade US Indices with the lowest execution cost anywhere on-chain, and stable funding that doesn't spike.
US100 / US30 / US500 Now live in Private Beta
📊 https://t.co/eSzJapGUe2
Want in? Drop a comment below👇
Carbon Coded🐦⬛
Some pools still have a notable TVL in Curve pools on Fantom Opera. If you are one of the LPs - please remove before June 30: that network is shutting down
We are pleased to announce that $sUSG can now be used as collateral to borrow $frxUSD on @Morpho, following a curation by @0xAlphaping.
- Liquidity available: 100k $frxUSD
- Max loop APY: ~90%
- Points for borrowers: 5 pts/day/$
Links and details below 👇
Funding Rates for TradFi Assets have finally been fixed forever📊
Carbon CFDs are live. Trade 50+ Stocks on https://t.co/T62tj5WXaM
Enjoy stable fundings of 1-4%. Based on the real underlying market, not skew.
Hundreds more are coming soon on full launch.
Carbon Coded🐦⬛
Introducing Llamalend v2
A new lending framework built around Curve liquidity
- Use Curve LP tokens as collateral
- Isolated market risk
- Improved range-based liquidations powered by LLAMMA
- Better market security
Launching first on Optimism.
https://t.co/9dG7NjBqLZ
Carbon private beta is live🐦⬛
CFDs are officially live on Carbon in beta. 80 markets now, hundreds at public launch.
This is Wall Street liquidity On-Chain, and the spreads prove it. Live examples below👇
https://t.co/T62tj5WXaM
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