Friend¥

A bit crazy and amazing

[Friend¥ @eth_friendy]

@btc2ai nice

[Crypto北斗 · ᵃˡᵖʰᵃ @btc2ai]

🔓做一个重要的决定！
有限免费开放我自己的算法策略雷达，大家自己做 #meme 的一手资源吧！

我认为这个：
＂北斗多因子meme策略+算法雷达决策系统＂能打！底层逻辑也在线。是可以向大家有限免费开放了！

📍就近有简单列一下(雷达多次持续预警)：

$牛来 - 30K命中 1338x
0xbeea1d618e533a387d941f58a7d4c9b7bd377777

$Basecat 14x
0xb2000000000000000000004c27f6523082f41d01

$LAYOOO 19x
9sfCHMLWSVy6MD6zr7pR1gD3qbT7C6K1E3dMf2ZBpump

$Qenis 25x
EkcTa8n14fXcHdfvZqCg72cTCutJnnKb19vcHwKTpump

$红尘飞 34x
0x69bc25bd72fb028bc277b13e2c1fab67d3be7777

$豹拉 35x
0xbb469d64e89c8b2fe0221052220a96a7f1c67777
...

背景：
关注我的老用户应该知道，我侧重于深度挖掘研判，历史写过不少投资和meme赛道研判方法论，也自认为合格。

但由于我个人本身时间比较碎片化，对于优质的项目，精力原因，很遗憾也错过很多早期alpha��之前一直想开发一个属于自己的Alpha预警挖掘研判工作台，也就是将自己这几年一直在meme alpha 一线的实战经验工程化，给自己的精力减负。也终于在熊市行情，腾出些时间逐步完成了这个工具。

🔓限于服务器资源上限，第一批有限免费开放：
转发该条推文+简单评论即可（也算是支持下），到时我会私大家。

北斗多因子 meme策略+算法雷达决策系统，我会持续迭代算法细节、雷达策略、安全与准入雷达算法等，会在接下来一段时间进化起来越靠谱！！

以下我说一下这套Meme决策系统的设计哲学：👇

[ZEUS⚡️ @zeuuss_01]

U know how to analyze tokenomics? You WILL become a millionaire

This is just a simple truth guys:

Good tokenomics = 100X / 200X return
Bad tokenomics = - 90%

Here's how to never buy a good token in ur life 👇🧵

[P R U D E N T 📊 🔺( ♟,♟) @PrudentSammy]

Want to know how VCs get the next big plays and investments?

Making solid +118,100% on memes +109,000% on utility plays and +27,000% on DeGens.

This is how to discover the next 1000x picks using defi tools
🧵👇

[Perry The Platypus @DeFi_Perryy]

Insane yield farming thread

From delta-neutral vaults to 77% APR loops

Here’s the juiciest alpha I’m squeezing (for sure NFA)

🧵👇

[Tindorr 🌯 @0xTindorr]

Advanced yield farming strategies using stablecoins I'm exploring:

- @ryskfinance : selling puts for 37% APR
Selling put options on new maturity (Apr 24) @ ETH $1950 strike price. Worst case is you're forced buy ETH at 1950 which I'll be totally fine.

- @apyx_fi x @Morpho : looping stablecoins for 16% APR
Loop apyUSD with apxUSD on new apyUSD/apxUSD market on Morpho. Still think it will take time for farmers to understand this STRC wrapper and the protocol to prove its legitimacy with verifiable dashboard, but anyway it's a good place to farm imo.

- @boros_fi : long HYPEUSDT funding rates (152% ROI)
I think HYPE massive run is coming, and the funding rates across perps are going to remain in a high level.
Long YU (Bybit) looks very interesting = pay fixed 4.27%, and receive float 10.95%, netting 152% in total. However, treat this like trading with high volatility.

- @HyperliquidX and @Lighter_xyz : funding rate arbitrage (10%-20% APR)
Oil prices on Hyperliquid (CL) and Lighter (WTI) are closely matched with a funding rate gap we can arbitrage. Will try to create a bot and let it run to see if it's profitable long term.

Just ideas for those who are bored with low risk and low APR farming. NFA. DYOR.

[Perry The Platypus @DeFi_Perryy]

My yield farming playbook

The setups range from low-risk positions to pro only strategies, including delta-neutral plays that can reach up to 20% APR.

And here are 6 strategies I’m recommend for

🧵👇

[Kaff 📊 @Kaffchad]

Bear market is where I spend most of my time finding solid yield.

When liquidity dries up and tokens look cooked, the only yield that still matters is the one someone actually pays for.

My playbook splits into 3 buckets: borrow demand, T-bills / money-market yield, and organic trading fees.

[1] People still need dollars for leverage.

Aave has over $13B stablecoins borrowed against roughly $20B stablecoin deposits.

Morpho has over $11B deposits, around $4B active loans, and 90%+ of active loans are stablecoin-denominated.

I tracked the yield across leading lending venues: @aave 3.5–4.5%, @Morpho 4.5–7%, @sparkfinance 3.5–3.6%, @kamino 3–7%, @0xfluid 5–8%, @Loopscale up to 10% depending on demand.

If the APY exists because utilization is healthy, collateral is clean, and the borrow side has real demand, I'm interested.

[2] RWA yield is the other anchor. Tokenized Treasuries are already $14.9B in distributed value.

@FTDA_US FOBXX/BENJI shows ~3.51% current yield, @OndoFinance USDY/OUSG ~3.49%, @Theo_Network thBILL 3.68%…

If your DeFi strategy can't beat tokenized T-bills by enough to compensate for smart contract risk, bridge risk, liquidation risk, and liquidity fragmentation, you're not farming yield.

[3] @pendle_fi PTs are always good for yield enjoyers.

You give up variable upside and some points, but you lock in the discount-to-par trade and turn floating DeFi yield into something closer to an onchain bond.

In a bear market, fixed yield matters because variable APY usually compresses the moment leverage demand fades.

A PT ladder on high-quality underlying assets is way cleaner than trying to guess which farm keeps incentives alive the longest.

[4] Loops are where things get more dopamine.

A controlled loop can add maybe 5–15% on top of base yield if the spread is real.

My rule is if the clean spread is under 5% before points, the loop is probably not worth the liquidation convexity.

The safe loop is maybe 65–75% of max borrow power, with a clear unwind path, and no pretending points will bail you out.

[5] LPing is the one that needs the most discipline.

– @Uniswap v4 had around $796.7M TVL and $70.6M+ Q2 gross protocol revenue.

– @AerodromeFi did around $13.28B 30d volume on Base.

– @MeteoraAG is still printing real DLMM flow.

LPing still works, but only if fees dominate and IL is actually manageable. I mostly farm stable pairs and major coins with real trading demand.

[6] Airdrops / points for better upside.

@merkl_xyz campaigns, Loopscale leverage points… can give people extra yield that usually doesn't happen outside short windows.

@Theo_Network, @saturn_credit, @hylo_so are what I choose to farm for 3–11% APY + high-potential airdrop upside.

All of those offer solid cash yield and let the airdrop be the call option that keeps the strategy safer in a bear market.

My actual stack would look something like:

– 20% #RWA-backed stable yield as the hurdle rate.

– 20% core stablecoin lending on Aave and Morpho.

– 30% rotating between Pendle, lending controlled loops, and selective LPs.

– 30% farming solid APY plus points/airdrops.

The best yield is the one that's still profitable after the tourists leave.

[Friend¥ @eth_friendy]

@PrincessMiikor @FabrizioRomano they really need to see this
😁😄

[Friend¥ @eth_friendy]

@PrincessMiikor @ChelseaFC sure He has the fire

[Veloria🐬 @veloriahq]

“𝘞𝘦 𝘢𝘳𝘦 𝘢𝘭𝘭 '𝘴𝘦𝘭𝘦𝘤𝘵𝘪𝘷𝘦 𝘴𝘪𝘯𝘯𝘦𝘳𝘴'. 𝘞𝘦 𝘤𝘩𝘰𝘰𝘴𝘦 𝘵𝘩𝘦 𝘴𝘪𝘯𝘴 𝘸𝘦 𝘢𝘳𝘦 𝘤𝘰𝘮𝘧𝘰𝘳𝘵𝘢𝘣𝘭𝘦 𝘸𝘪𝘵𝘩 𝘢𝘯𝘥 𝘫𝘶𝘥𝘨𝘦 𝘰𝘵𝘩𝘦𝘳𝘴 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘰𝘯𝘦𝘴 𝘸𝘦 𝘤𝘢𝘯'𝘵 𝘢𝘤𝘤𝘦𝘱𝘵.”

— 𝘚𝘩𝘢𝘮𝘴 𝘛𝘢𝘣𝘳𝘪𝘻𝘪

[• @WordsCocoon]

july 31, friday...

[Reads with Ravi @readswithravi]

There's an old Chinese saying that I love:

“The temptation to quit will be greatest just before you are about to succeed.”

[MrBanks💰 @Mrbankstips]

Have Chrysalism

[Friend¥ @eth_friendy]

@WatcherGuru I will be the second #inshallah

[Victoria Enebeli 🙂‍↔️ @iamveektoria_]

There are roughly 465 Jewish billionaires globally, with an estimated combined net worth of around $2.66 trillion.

In the United States, about 18–25% of billionaires are Jewish.

This video tells you the secret behind Jewish wealth

[Modern Caesar @ModernCeasar]

“It is easier to find men who will volunteer to die, than to find those who are willing to endure pain with patience.”

- Gaius Julius Caesar

[𐙚⋆ @voidwithverses]

“𝘔𝘦𝘯 𝘯𝘦𝘦𝘥 𝘮𝘰𝘯𝘦𝘺 𝘵𝘰 𝘣𝘦𝘤𝘰𝘮𝘦 𝘢 𝘮𝘦𝘮𝘣𝘦𝘳 𝘰𝘧 𝘩𝘪𝘴 𝘰𝘸𝘯 𝘧𝘢𝘮𝘪𝘭𝘺”

— 𝘈𝘧𝘳𝘪𝘤𝘢𝘯 𝘗𝘳𝘰𝘷𝘦𝘳𝘣

[Atlas Press @realAtlasPress]

Alexander Dumas, how to become a Man