eth_sign | Lucidly

co-founder and ceo @lucidlyfi

[eth_sign | Lucidly @eth_sign]

final phases of testing this strat. production soon. will be capped.

[Yashish | Lucidly Labs @0xYashish]

https://t.co/1Dm10oPz0f

[eth_sign | Lucidly @eth_sign]

@0xjayeshyadav @veda_labs ig the most fair thing to do there is mark down the bad strat allo to 0. future depositors get no upside if it gets solvent again. take a snapshot of block - 1 of incident and airdrop proceeds/receipts

[eth_sign | Lucidly @eth_sign]

anyone got this running on discord?

[Georgios Konstantopoulos @gakonst]

Open Sourcing Centaur: Multiplayer, self-hosted, secure agents for Slack.

Centaur has been transforming how @paradigm and @tempo invest, build and research.

Now you can run it yourself on infrastructure you control. Instructions below.

[eth_sign | Lucidly @eth_sign]

@0xbashalex @LucidlyFi hi, we support withdrawals for syusd only on base for. is there something you're stuck with on the app? happy to walk you through it. for users on katana, we have a bridge page to bridge syusd from 4 networks including katana to base to post a withdrawal request.

[eth_sign | Lucidly @eth_sign]

day 1 of tapping into an entirely new market for distribution. super interesting usecase with solid economics. >200 users already using the feature without defi complexity.

[Lucidly @LucidlyFi]

https://t.co/s15bt8ekeQ

[eth_sign | Lucidly @eth_sign]

@officer_secret @botfromhell1 @KelpDAO @LayerZero_Core what query is this?

[Yashish | Lucidly Labs @0xYashish]

someone is buying bored apes again aggressively, but they’ve become so irrelevant tl doesn’t even care anymore

[Marc Zeller @Marczeller]

If you have WETH on Aave V3 Core, withdraw now, ask questions later.

[eth_sign | Lucidly @eth_sign]

@androolloyd more apt

[eth_sign | Lucidly @eth_sign]

update

the new interface is live in production - this includes a new revamped points section and a portfolio page with more accurate tracking for holdings.

also a lucidly mobile app is live on the android playstore as an initial mvp for testing. android users can download the app here: https://t.co/riMgaHCxub

[Lucidly @LucidlyFi]

https://t.co/gu6QVxd1fb

[eth_sign | Lucidly @eth_sign]

@roycoprotocol @autopools @Neutrl would be cool to be able to trade these rates in size

[eth_sign | Lucidly @eth_sign]

most strats like lending against majors are kinda safe enough such that an agent with moderate guardrails can execute them. a vault makes no sense in this case. not the case for low latency or volatility sensitive strats tho, but then again there's little incentive to run safe strategies as a risk manager where you'd be making 10% perf on tbills + 200bps

[eth_sign | Lucidly @eth_sign]

@LucaB_Cassa how do you see someone pricing this risk?

[eth_sign | Lucidly @eth_sign]

- wraps existing mm infra with minimal changes - pamms, carry, onchain perp-perp rates arb, plug in any onchain program with 0 rug risk but entirely offchain prop algo
- handles risk, reporting and onchain ops (relayers, indexing and data)
- custom limits per manager per strategy enforced onchain - like really really hard to fat-finger fumble

we're already running some low latency strats here at @LucidlyFi. all of it is on evm, but the architecture will work on sol too.

[eth_sign | Lucidly @eth_sign]

@ShivaanshKapoor @jaibhavnani @maplefinance @USDai_Official @Neutrl @avantprotocol @SteakhouseFi @autopools is there a min aum criteria?

[Lucidly @LucidlyFi]

hi everyone, some updates

- firstly, hedged clmm strategies - we’ve given most of our bandwidth here. we strongly believe owning execution when it comes to vaults(execution as a product) is crucial. with this, we bring something net new.

there have been months of battle-testing here, and we target this to open up selectively april first week.

- syusd saw a 80% tvl growth over this month, majority of which came from clearstar labs metavault allocation to syUSD katana spectra market
- we are also integrating syusd as a yield solution for a major tg mini app in partnership with TAC Network (in process)

- our new lucidly app is now live, fresh experience, no lags. lucidly drops are traceable on the app and there would be more strategies that we'll be able to launch faster now.
this also comes with a mobile native app - set to go live on the app store and play store.

- these are the new strategies that we'll roll out in the next few weeks in no particular order -
- btcusd carry
- ethusd carry
- rwa cluster - focus on upcoming rwa allocations
- cross-dex perp funding arbitrage strategy (HIP3)
- hedged clmm strategy (btc yield)

- we currently rank 18th for global infiniFi points, base yield this month on par at ~7%, and we are aggressively onboarding more web3 products to use lucidly vaults as an in-app source of yield. the recent resolv fiasco was a good stress test to further improve our security guardrails. over the past quarter, out infra has been fully automated at all steps, which makes adding new vaults a much easier process for most of popular yield strategies involving looping, rwa, private credit, high/mid frequency mm strategies and more.

if you’ve been using syusd or are interested to learn more about upcoming vaults, pls contact us, we love feedbacks!

[eth_sign | Lucidly @eth_sign]

saw this last week - this is an industrial grade aero farming operation - abt a mil in capital farming ~$0.03 of aero every 2s on each pool - without miss - with 0 exposure to flow

[danning @sui414]

This is a newest type of niche "MEV" strategy - probably one of the smartest tactics i've seen

It levearges the disconnection between onchain infra <> offchain sidecar like Flashblock.

(It's not even "JIT" cuz it didnt ACTUALLY provide liquidity, neither need to hedge the price / handle risk.)

Technically this can be a bigger & concerning exploit via Flashblocks to sweep all LP rewards - if you deposit infinite amount of "Phantom" liquidity (thats bigger than the pool *active* TVL) in one flashblock and withdraw.

[eth_sign | Lucidly @eth_sign]

@emilylai which one? traching/insurance or higher yields

[Hayden Adams 🦄 @haydenzadams]

people say crypto is full of degens + speculation

but AMM discussions are all markout this and markout that and loss vs rebalancing

have you considered AMMs made LPing so easy not every LP wants to be market neutral and some might be degen long concentrated mean reversion

[Eric Kang @exk200]

Or maybe an asset with quarterly redemption windows is just a bad collateral asset in defi?

[Yashish | Lucidly Labs @0xYashish]

easy trade for YTs on syUSD @spectra_finance market powered by @LucidlyFi, current PT rates sitting at 10.3% while the 7d base asset yield is 11.28%, good math for @katana yield farmers