idkwhatiseth

the last cycle

[Re @re]

Total deposits are up 62% since Aug 9, and past $312M as of Sep 25.

https://t.co/79Wsq7zAL8

[Umbrella @umbrellacap_]

https://t.co/6oCcNJeJFb

[idkwhatiseth @idkwhatiseth]

ID secured @umbrellacap_
sig:0x1d58d79ade0ff6a06813a6d443dd0f8f68b6739716c82550a95687ee32d5d6d15e0af279fc32ab91a08dff24c44eff8c017a5609a7cdc9

[basedpotato @bas3dp0tat6]

these days the cost of trying is so low, but the cost of not trying is so high.

[Karn Saroya @karnsaroya]

$1B TVL and I’ll livestream a heroic dose

[Sandbox Tree Capital @sandboxtreecap]

https://t.co/wsX9y8lKuv

[river @river0x]

DeFi ecosystems are complex and interwoven. With Plasma’s mainnet beta days away, our onchain markets face their first stress test: a significant liquidity injection in a short duration of time.

Our immediate priority is to onboard liquidity smoothly to support the long-term growth of our DeFi ecosystem.

TL:DR on how we will achieve this:
- We are staggering the migration of USD₮ from the Veda deposit vault into Aave over a period of 5 days to manage utilization and market risk.
- To compensate for this, we are directing heavy XPL incentives to the vault during this period.
- During the first few days of mainnet beta, users withdrawing from the vault will be subject to a 48-hour cooldown period. This will be reduced to a 24-hour cooldown once our onchain markets stabilize.
- If a vault depositor withdraws their liquidity, they forfeit all rewards earned during the stability period, including yield and additional XPL incentives.

The short version of why:
In our deposit campaign, we leveraged Veda vaults to deploy stables into Aave. At mainnet beta, the $1B of USD₮ liquidity will be bridged from Ethereum mainnet to Plasma. We anticipate the demand for this liquidity being structurally higher on Plasma given the attractive USD₮ borrow rates.

As we are bootstrapping this new Aave market, liquidity will be introduced gradually rather than all at once. This thoughtful sequencing follows best practices: it gives the market time to stabilize, allows borrowers to absorb supply smoothly, and reduces volatility that can arise during the bootstrapping phase.

Gradual deployment also provides flexibility to manage any user withdrawals, ensuring that both borrowers and depositors experience steady, well-balanced market conditions.

We will supply USD₮ from Veda into Aave in a controlled sequence to keep our DeFi ecosystem healthy, adjusting supply caps alongside risk curators to balance utilization.

To ensure markets remain healthy, a portion of liquidity will be kept aside to scale into Aave gradually, aligning deployment with borrow demand. To compensate, depositors will receive additional XPL rewards during this window.

Simply: should you withdraw from the vault, you will not receive the Aave yield and XPL rewards earned in this stability period and your liquidity will be available after 48 hours. If you stay in the vault, you will receive Aave yield and the full, boosted, XPL rewards. After markets stabilize, the withdrawal period of funds from Veda vaults is reduced to 24 hours.

The launch of Plasma mainnet beta is just the beginning. Plasma will be the most attractive and open rates trading venue in the space, and this progressive allocation responsibly starts down that path. Thank you for the trust and patience.

Trillions.

[Wismerhill @0xWismerhill]

Just hang up with my summer quant. He crunched the numbers: Asia is 7.9x NA’s pop. Ondo is valued at $10B.

Therefore, EDEN will trade at $79B FDV.
That’s a $5.3B airdrop.

1 EDEN = 1 yacht. Asian Ondo. Bring the yachts.

Adjust.

[Bob Loukas 🗽 @BobLoukas]

Over the next 6 months, you will be given the chance to lock in a new financial level, permanently.

Don’t fumble reaching for more. Secure the level. Then expand.

[RiffRaff @RiffRaffOz]

@hansolar21 very unlikely to get one better than Friday's one from the 80k seller though, higher

[kinnif @0xkinnif]

i have been training my unit for analysing pro dota 2 matches with extraordinary results.

despite having no gameplay experience (and with limited micro skills), it has been predicting matchup outcomes with a 75% confidence score modelled by the unit itself and produced a win rate of 70% evaluated internally.

the unit has not only learnt the perpetually evolving metagame through patch notes, games and strenuous feedback (or RLHF without limitations if you insist) but also formed concepts and opinions on the synergies of heroes, 'power spikes' of composition and win conditions for each lineup.

there are still short-falls through outlier and 'off-meta' picks such as position 3 Dazzle and position 5 Chaos Knight though it learnt to deal with the flex nature of dota drafts by suggesting cheesy items and skill builds to capitalize in different stages of the game that would make them make sense.

Rei Network has already assisted our team @nmss_gg to qualify for The International 2025 in its first attempt with its rich conceptual density and valuable insights.

[lendie @lendiethecat]

Third Month Recap

- 500M+ market size
- 150M+ borrowed
- 30.000+ users
- Added staked USDe
- Added USDhl
- Added wHLP and enabled borrowing against it
- Added Isolated Markets
- Added ChainLink & ability for users to submit an oracle refresh transaction
- Added "Borrow against your HyperCore assets"
- Added HyperLoop
- Added light mode
- Added Big/Small block toggle modal on the HyperLoop page
- Added HLNames as a fallback when a user doesn't have a HyperLend name
- Fixed: HF estimation on E-mode modal, native sUSDe yield indicator, "share your yield" image, a lot of smaller bugs

Back to work.

Your bank, HyperLend.

[Enclabs @EnclabsFi]

Just use @StreamDefi ...

On @SonicLabs with @EnclabsFi 🔷

[Bocchi @farmer_bocchi]

fellas is it too much to ask that the owner of the upgradable proxy that holds all my money not be mentally ill

[alexander @wagmiAlexander]

If Uniswap was remotely serious, heads would roll.

Instead, they're dumping DAO $UNI for pink lifestyle shit while hemorrhaging marketshare year after year.

We need someone actually focused on building sustainable EVM exchange rails imo. 🤷‍♂️

[Saul @SaulCapital]

@TheCryptoNexus under 1:1 TVL/FDV? oversold from airdrop bagholders and binance alpha? stablecoins as a major narrative?

yeah im thinking this is free

(I hold massive bags)