Degen Capital

Sasha | ex-retardfi

[Degen Capital @degencap]

@crypto_condom @intern_cc Goated cc cap @intern_cc

[Degen Capital @degencap]

gmeow, been too long

[Degen Capital @degencap]

@DanDeFiEd Rysk Mafia is just better

[Degen Capital @degencap]

@intern_cc @HyperliquidX Hyperliquid

[CC Analyst | 🇦🇪 @intern_cc]

Happy to present my @HyperliquidX Dashboard 🍌

https://t.co/F16zPNgnsh

It includes different categories:

⏩Hyperliquid Volume Breakdown

⏩Core vs EVM

⏩Hyperliquid vs CEX (Binance, Bybit, Okx) comparison across different fields

⏩Growth (perps, total protocol, core, etc.)

⏩Token Metrics (Vol, MC, Vol/MC Ratio)
(HYPE, BNB, OKB)

⏩Daily, Weekly, and Monthly comparisons

[GLC @GLC_Research]

https://t.co/Vp6l5abvV3

[AzFlin 🌎 @AzFlin]

here's why i sleep well at night with funds in @StreamDefi's BTC/ETH/USDC vaults:

➡ funds are manually farmed by @0xlawlol in multisigs. He's a well known farmer who ran 0 -> 7 figs
➡ He personally knows every team stream farms
➡ Stream has a team of devs in SF that check/audit all contracts they deposit in
➡ He has automated bots that monitor / adjust stream's leveraged positions
➡ Stream has access to special TVL deals where they receive extra points/airdrops/yield from pre TGE protocols
➡ Incredibly up to date, constantly rotating to the best farms such as @ResolvLabs, @InfraredFinance, @Kinetic_Markets, @ResupplyFi, @SuperlendHQ, @InverseFinance. This is the highest level, technical farming requires constant adjustment/monitoring and cannot be achieved via AI

All this alfa was discussed in my last campfire spaces. I'm often scared of depositing in vaults but the fact that @0xlawlol personally knows every team and overlooks all contracts is very reassuring.

Farming yourself is a giant pain in the ass because you have to track everything. I don't know any set and forget vaults that execute to the same quality as Stream, and I don't know any vault that chases as high of yields: 20% USDC, 8% BTC, 16% ETH on 40M TVL

AND they have a points program. Law confirmed on the spaces they're preparing a VC raise at a favorable valuation. I shouldn't even be sharing this as the caps are almost full lmeow

Just Use Stream. Link below 👇

[CryptoCondom @crypto_condom]

It appears @razer of @rollbit has made an Offer of 100E on @opensea to sponsor a season of Up Only per the terms of @cobie's proposal (no conveyance of sponsorship rights and podcast can make fun or or ignore whomever buys the rights for them to make the show). Will a counter appear? 👀

[ZeroToTom @zerototom]

Best Risk Averse Method for $PENDLE Accumulation:

>go to @pendle_fi
>go to markets
>click on 'Stable coin LP Top APY'

This new feature will now find you the best stable coin yields across all chains which tend to have good $PENDLE incentives for liquidity providers.

But presuming you are starting your PENDLE accumulation journey from scratch with just a stable coin maxi portfolio, you will not have the vePENDLE required to fully capitalise on these boosted yields.

Fortunately protocols like @Penpiexyz_io have protocol owned vePENDLE so you can provide liquidity through them to take advantage of the boosted yields, as we can see below with sDOLA, boosted 2.18x at 29.73% APY with 22.46% of them coming from PENDLE incentives.

Another delta neutral method of farming PENDLE incentives is providing liquidity for none stable tokens as they often tend to have significantly higher yields than stable LPs.

To keep it DN though make sure you hedge your initial spot buy of the example tokens with 1-2x shorts(depends on token) using which ever perpetual exchange gives you either the most profitable or least costly funding rates.

A good site to use for funding rate data is @coinalyzetool to find the best rates, just make sure you then check the funding history on the exchanges themself.

Hope you found this basic but applicable guide of use, I genuinely think accumulating PENDLE should be on the agenda for every long term DeFi bull.

Enjoy.

[Degen Capital @degencap]

@viperr @realDonaldTrump @berachain YOLO into DOLO

[Degen Capital @degencap]

@Henrik_on_HL he's dumping on our heads

[Degen Capital @degencap]

@EfesumCrypto Let Corey cook

[Degen Capital @degencap]

👏 to the DOLO team

[Dolomite 🏔️ @Dolomite_io]

🪂 Airdrop claims are now open!

🐻‍❄️ Our pool on @KodiakFi is now live!

want to maximize your rewards? 🧵👇

[Degen Capital @degencap]

@munchwrap 😘

[Degen Capital @degencap]

DOLO launching tomorrow, my take on it.

Binance Alpha and Bybit listing confirmed. Bera eco benefits from a good launch.

$4.5M POL injection from oDOLO exercise, more cash → more bribes (+ve bribe eff.) → more revenue.

TVL will likely drop after Boyco but revenue is mainly driven from non-Boyco assets and will be driven more by bribes. Revenue is what matters.

veDOLO is a key component in their tokenomics and ties to revenue, it should be their north star from now on.

oDOLO as future LM incentives needs to be paired with liquid DOLO, to form veDOLO. Token sink. Locking APR should be really high to convince people.

Unlocked allocations (my understanding):

DOLO: 32.67%
↳ DEX liq (2%)
↳ portion of partners (~2.8%)
↳ portion of early airdrop (~0.6%)
↳ 50% of retroactive airdrop (4.5%)
↳ small portion of investors (~0.1%)
↳ service providers (3%)
↳ foundation (9.65%)

veDOLO: 7.91%
↳ Boyco (3%)
↳ portion of early airdrop (~0.4%)
↳ 50% of retroactive airdrop (4.5%)

DOLO and Minerals values below. should be a good cook.

🅱️-aligned with @CoreyCaplan3 @dolomite_intern

[Viperr @viperr]

Dolomite is one of the most anticipated token launches this quarter.

@Dolomite_io's last funding round valuation was $60m (prior to their successful @berachain launch and achieving over $1 billion in TVL) and approximately 40.5% of tokens are circulating at launch (including veDOLO which is locked).

If $DOLO were to open trading at this price it would have a $24.3M mcap.

Now, let's take a look at some similar lending protocols and where they currently trade for a comparison and do some moon math:

For context:
- @aave has ~$18B TVL and $AAVE sits at $2.07B mcap / $2.2B FDV
- @MorphoLabs has ~$2.6B TVL and $MORPHO sits at $212M mcap / $895M FDV
- @compoundfinance has ~$2.15B TVL and $COMP sits at ~$363M mcap / $406M FDV
- @0xfluid has ~$711M TVL and $FLUID sits at ~$155M mcap / $394M FDV
- @eulerfinance has ~$691M TVL and $EUL sits at ~$141M mcap / $205M FDV

Despite being valued significantly lower than less innovative competitors, @Dolomite_io stands out with an estimated launch mcap nearly 10x lower than comparable money markets—making it one of the most asymmetric opportunities right now.

Some moon math:

Unlike many legacy protocols that have stagnated, Dolomite brings fresh innovation to lending and capital efficiency with features others simply don’t offer:
• Dynamic Collateral – continue staking, voting, claiming rewards, and participating in governance while borrowing against assets.
• Smart Debt & Collateral – earn trading fees on both collateral and borrowed assets to offset borrow costs.
• Unlimited isolated positions – build complex, risk-managed strategies without cross-contamination.
• Modular architecture – rapidly ship new features and adapt to emerging DeFi trends (like Berachain’s PoL).

Dolomite isn’t just a money market. It’s a fully-fledged DeFi platform—and at these valuations, I felt like it was necessary to drop some numbers.

TLDR to the brainless apes who follow me:
Dolomite’s superior tech stack and potentially low FDV/TVL ratio, extensive integrations, innovative features like Dynamic Collateral and Smart Debt, and co-founder @CoreyCaplan3's advisory role with @worldlibertyfi, I am personally very optimistic about this launch.

[Degen Capital @degencap]

Fixed it

[Degen Capital @degencap]

@munchwrap Yea so if DOLO is > $0.045 then you profit the difference

[Degen Capital @degencap]

@0x42069 Comparing with other money markets TVL ratio I believe so

[Degen Capital @degencap]

@munchwrap 6 months is the expiry

[Smartmoney_Detective @NaveenCypto]

$PENDLE tokenomics are best right now .

Team , investors and advisors all fully unlocked .

No sell pressure

Buy pressure from vePENDLE increased fees and boros .

Data - @Tokenomist_ai