Gray

Wen

[DeFi Warhol @Defi_Warhol]

10 Legendary Crypto Twitter Interactions

1. You're telling the CEO of IOHK, founder of Cardano and Ethereum to use the support email?

[D2 Finance @D2_Finance]

Live evidence for the @aave x @KelpDAO x @LayerZero_Core governance war room on second-order risk.

@avantprotocol is currently running a single $156M sUSDe looping position on Aave Mantle.
$140M USDT0 + $20M USDC borrowed against it.

Net APY -135% (net of sUSDe embedded yield the pain is less, but still deeply negative). Health factor 1.02. Borrow power 100%.

This isn’t a rounding error. It’s one of the largest single positions on @Mantle_Official, sitting at liquidation threshold, eating deep negative carry, structurally dependent on Aave Mantle staying unfrozen indefinitely.

Under the L1-backstop / L2-zeroed proposal, forced unwinds of positions like this are the transmission vector back to Core via sUSDe depeg pressure on thin L2 secondary liquidity.

You can believe this position is fine in isolation.

You cannot believe this position is fine in isolation AND that L2 zeroing has no second-order cost to stakeholders like @avantprotocol. Pick one.

More quants, fewer lawyers in the war room, for the sake of this industry. 🫡

[Anthropic @AnthropicAI]

Introducing Project Glasswing: an urgent initiative to help secure the world’s most critical software.

It’s powered by our newest frontier model, Claude Mythos Preview, which can find software vulnerabilities better than all but the most skilled humans.
https://t.co/NQ7IfEtYk7

[corn🛸 @omgcorn]

when I first joined Yearn in 2021, people were begging us to build UST strategies. In 2022 we were earning like 2% onchain, not too far away from where we are right now, and people could "get 20% on UST" so we lost over $2B TVL overnight

i've run into more than a few people who i recognize from back then, who were once exposing their customer to UST, and are now working on the institutional side of crypto

[rep1c.eth @rep1cxyz]

Just got back from @EthCC in Cannes.

Not gonna talk about tech. This thread is about the real sentiment on the ground - what builders, VCs, and market makers are actually saying right now.

It's not pretty. But you need to hear it. 🧵

[Tay 💖 @tayvano_]

@VonNeumMeme both those were ages and ages ago.

yearn immune bc they’re basically the only motherfuckers who legit don’t trust anyone and peer review everything. they act like everyone’s DPRK to the point where not even DPRK is DPRK lmao.

[Gray @graynavyblack]

@Schlagonia Ok claude, break this — make no mistakes

[Binance @binance]

A clear exploration of how stablecoins are evolving into a global financial utility and the infrastructure required to keep them secure, liquid, and accessible.

Moderated by @Tanzeel_Akhtar

Speakers:
🔸Sam Elfarra | Community Spokesperson | Tron DAO
🔸Daniel Lee | Head of Web3 | Banking Circle
🔸Marcelo Sacomori | CEO | Braza Bank S.A. - Brazil

[Gray @graynavyblack]

@OpenEden_X What time is our pre-farming rewards coming out today??

[Makatana @CSDeFi]

@ethereumfndn @CoWSwap I'm not selling I'm just:

[Whale Alert @whale_alert]

🚨 🚨 🚨 489 #BTC (51,049,887 USD) transferred from #Kraken to unknown wallet

https://t.co/xORpWNbJy9

[Gray @graynavyblack]

@coinfoin_ @pendle_fi @OpenEden_X @MidasRWA @GetYieldFi @StablesLabs @falconfinance @noon_capital @upshift_fi @SiloFinance @levelusd cUSDO is incredible. Even 10m in PT purchase merely shifted the fixed yield a couple of small %

[OpenEden @OpenEden_X]

The wait is over—OpenEden is officially opening the doors to our @discord!🟣

Join our growing community. Explore our ecosystem. Stay in the loop on all things #RWAs.

👉https://t.co/8UnpVxXSOS

[Gray @graynavyblack]

@smolbrainfarmer

[DefaiDaddy @defidaddy]

liquidity, users, volume, mindshare

all flowing to $S

[Gray @graynavyblack]

@MIC_btc @IamNomad He has special buttons for manual executions.

[The Block @TheBlockCo]

EXCLUSIVE: Curve Finance founder raises funds at $50 million token valuation for new project Yield Basis https://t.co/tDh70FWHLp

[Gray @graynavyblack]

@RumpelLabs @ether_fi :) Etherfi

[Rumpel Labs @RumpelLabs]

1/ Excited to launch EtherFi Season 5 point tokens!

With liquid @ether_fi pts, users can earn real yield by turning their points into profits without any lockups.

Let's see what you can do 👇
- point selling, lowest risk. our highest supported etherfi pt stream (3.5x boost) is providing a 0.22% APY lift, e.g. on @0xfluid weETHs/wstETH Looping, which is earning net 55% APY on ETH 🔥

- point buying. kpEF-5 point tokens are currently valued at $418m implied FDV, assuming 8.9T terminal point supply (as in szn 4). $ETHFI is trading at $1.2B at the moment

- providing $ETHFI / EtherFi point token liquidity to Rumpel's Univ3 pool to earn trading fees + Rumpel Straw 🌾

Want access?

Follow + RT + reply "etherfi" to this tweet for an access code (via DMs)

[Gray @graynavyblack]

Gdime bois @paradex, almost forgot bout the next Hyperliquid but with ZK.

$HYPE.