Diligent Deer

Research @SentoraHQ | Prev @LlamaRisk

[Diligent Deer @diligentdeer]

DAI has thin chances that it stays pegged to $1 while reducing centralized collateral exposure.

I worked with the Curve Risk Team to investigate DAI free float.

A 🧵 on the background of Maker's Endgame

📜Article with audio version: https://t.co/4IqUoLedtk

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[Jesus Rodriguez @jrdothoughts]

Today, @Sentora is unveiling a public version of our marquee Smart Yield platform that has been exclusively available to institutions: https://t.co/L7wOPJBpGT

DeFi got squeezed into one number — APY — and that's closer to misinformation than information.
For 5 years retail saw a return. Institutions saw the strategy, the risk surface, the liquidity profile, the counterparty exposure.

Smart Yields closes the gap. It unifies our institutional products into a single platform. Live today at https://t.co/L7wOPJBpGT.

The same curation that's shepherded $2.5B+ in institutional capital, now public. Direct Vaults on Morpho, Euler, Kamino. Smart Vaults on Upshift. Risk surfaced before deposit.

Visibility is the product.

Check out more details at : https://t.co/gWunW6XEWP

[Sentora @SentoraHQ]

Tokenized equities shouldn’t just exist onchain. They should do something onchain!

Our new solution, STEY, utilizes @OndoFinance RWA infrastructure and @chainlink price feeds to enable lending and borrowing for onchain equities on @eulerfinance

[Sentora @SentoraHQ]

None of Sentora’s curated vaults have any exposure to xUSD.

The protocol did not pass our internal risk due diligence, and we have never deployed strategies involving xUSD.

[DefiLlama.com @DefiLlama]

Now tracking @SentoraHQ on @ethereum

Sentora's vault platform unlocks access to DeFi through sophisticated strategies, robust risk management, and enterprise-grade security

[Rik @riksucks]

Recently, @Hyperlendx saw a real-world test of the kHYPE <> HYPE market. kHYPE briefly depegged (even upto ~10% on DEXes for couple of blocks), yet the system absorbed volatility with zero liquidations for kHYPE loopers.

[Teddy Woodward @teddywoodward]

We @NotionalFinance recently announced Notional Exponent - the world's first leveraged yield protocol.

But this thread isn’t about what Exponent is.

This thread is about WHY we built it, and why we STOPPED building a lending protocol.

[Philipp @phil_00Llama]

You are seeing a time-chart, where each blue dot is a tx.
I've been looking at all Pegkeepers, and the efficiency of bots monitoring update()-opportunities. They seem to have gotten more precise, less lossy, and faster.
@CurveFinance

[W⬡rmholeOracle @WormholeOracle]

I'll be speaking at @stable_summit on 6-7 July. See you in Brussels this weekend for a deep dive into all things stablecoin related!

[LlamaRisk @LlamaRisk]

We have published a report of the recent incident where $crvUSD temporarily depegged upward during a large liquidation event.

In it, we analyze the event and offer recommendations to improve resiliency/further research.

https://t.co/hCZabiVFfX

[LlamaRisk @LlamaRisk]

Today we are pleased to announce the crvUSD MetaMorpho vault collateralized by Convex-wrapped TriCrypto LPs is live on the @MorphoLabs UI.
CRV + MORPHO incentives have begun flowing to the vault today!

Vault: https://t.co/xuhC2EfJcM
Highlights below👇
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[Simon @simonb_defi]

Vote to onboard @LlamaRisk as a @Aave risk service provider is now live! Our main focus will be:

✅ On-demand risk assessments
✅ Emphasis on $GHO adoption & integrations
✅ Active governance participation
✅ Legal & regulatory advisory

Review & vote 🦙: https://t.co/nmikGeIlCt

[Prisma Risk Team @PrismaRisk]

1/ Alternative Prisma Oracles: A Comparative Analysis

In this latest study, the Risk team is focusing on a historical evaluation of the Chainlink integration vs an alternative Curve pool EMA Oracle, and implications for @PrismaFi.

Let's dive in:
https://t.co/60ohqyC3jg

[Left Curve Capital @CurveCap]

January 23, 2024: Enter the Void 🌌🔭
@Convergence_fi prepares to launch their meta-governance black hole.

Why is everybody suddenly writing 𝕏 threads about $CVG? Read on below to find out... 🤡

🧵1/13👇

[Diligent Deer @diligentdeer]

@LytninCrypto hey @moonpay @MoonPaySupport is there any way you can help here?

[LlamaRisk @LlamaRisk]

This week we conducted a collateral risk review of @staderlabs $ETHx for use with protocols such as mkUSD and crvUSD.

Highlights of our findings below 👇
https://t.co/cbeP0fPSxr

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[Kmets @kmets_]

Retweeting and including all of our fantastic @0xC_Lever boosters...almost time for another booster round!

[Prismatic Capital @PrismaticCap]

We released a report on Convergence, a decentralized governance aggregator and liquidity incentivizer, co-written with @diligentdeer and @asxn_r.

https://t.co/tCaxHtaOov

[Llanero @iamllanero]

Amazing job by @diligentdeer on an @protocol_fx Dune dashboard.

[AladdinDAO (STABLE, LEVERED) @aladdindao]

Boosting at another level 💪 🫶

[Kmets @kmets_]

HANDSOME!

Great job @diligentdeer ! Appreciate your hard work on this project.