Madao

Building @UnitasLabs

[0xWizard @0xcryptowizard]

昨天说各家交易所的equity永续交易，perp 费率不稳定是个问题。反过来想，也是机会。

之前我让 agent 跑套利交易扫描，大部分币类的套利都被搬平了，equity类因为刚上线，还有有效的套利机会，看了unitas的策略，蛮有意思。

[toly 🇺🇸 @toly]

👑👑👑

[Unitas Labs @UnitasLabs]

Gold has remained a store of value for centuries. This week, it becomes productive.

XGLD is live on @BNBCHAIN, collateralized by XAUt, with yield generated through Unitas strategies.

[Madao @madaochris]

Rotate out of kings, rotate into courtiers.

[DeepSeek @deepseek_ai]

🚀 DeepSeek-V4 Preview is officially live & open-sourced! Welcome to the era of cost-effective 1M context length.

🔹 DeepSeek-V4-Pro: 1.6T total / 49B active params. Performance rivaling the world's top closed-source models.
🔹 DeepSeek-V4-Flash: 284B total / 13B active params. Your fast, efficient, and economical choice.

Try it now at https://t.co/GCdiMzk1Dl via Expert Mode / Instant Mode. API is updated & available today!

📄 Tech Report: https://t.co/drlDrxkYtp
🤗 Open Weights: https://t.co/T13Y8i7SDM

1/n

[Madao @madaochris]

@Super4DeFi 😂 这还是我提的

[Madao @madaochris]

😑 There are bold electricians and there are old electricians — but there are no old, bold electricians. Guess I'm getting old.

[Unitas Labs @UnitasLabs]

Unitas has no exposure to Drift. All collateral is safe and all strategies remain operational, including JLP delta-neutral.

User funds are safe. Collateral is verifiable in real time on our Proof of Reserves dashboards by @AccountableData and @primus_labs.

[Unitas Labs @UnitasLabs]

https://t.co/OlEuZkbJri

[Madao @madaochris]

2020: demand collapse → oil crashes → central banks print → everything pumps

2026: supply shock → oil surges → central banks tighten → everything reprices

Same playbook, opposite direction. This is the mirror cycle.

[OKX Wallet @wallet]

We're listing @UnitasLabs on Boost.

Register to claim by Mar 15, 8 AM UTC: https://t.co/e7I65faKdX

Claims go live on Mar 15, 12 PM UTC. Open to CeDeFi users on OKX Exchange.

[Unitas Labs @UnitasLabs]

Over the last 90 days, sUSDu has maintained a consistent double digit APY based on data by @stablewatchHQ.

Yield has remained above the broader market average throughout this period, without sacrificing transparency or execution discipline.

[Unitas Labs @UnitasLabs]

One hundred million.

The Unitas protocol TVL has surpassed $100m, driven by the growing adoption of USDu across the industry.

Appreciate the strong support from the community.

[Sean Hu @seanhu001]

Why We Built Mooncake — a Leveraged Token Market

RateX is currently the leading yield trading protocol on Solana. What we’ve been doing is actually quite simple: making yield tradable.

Through yield tokenization, we separate the future yield embedded in yield-bearing assets so that the market can freely price and trade it. By introducing margin trading, we’ve also greatly improved market liquidity and trading efficiency for yield assets.

But to be honest, not many people really care about that. Most users come to RateX and just see it as an airdrop hub.

Still, to us, the concept of yield splitting itself is fascinating. It’s a way to make risk abstract and tradable.

A Yield Token (YT), at its core, is the tokenized form of a leveraged carry trade on yield-bearing assets. It allows anyone to express a view on future yield simply by trading a token, without the need to borrow or lever up manually.

Earlier this year, we started asking ourselves a question: If yield splitting can isolate yield risk, could it also split price volatility?

We wanted to bring this technology to a broader group of users, not just the small circle who understand yield. So we decided to build something new:

Mooncake.

Mooncake extracts price volatility from any asset and wraps it into a leveraged token. Through its rebalance mechanism, it automatically maintains target leverage, achieving liquidation-free leverage.

This design has one major advantage: it dramatically lowers the barrier to leverage long-tail assets.

In traditional DeFi, it’s almost impossible to gain leverage on small-cap tokens. Lending protocols simply don’t support such volatile assets because liquidations are difficult to execute and often lead to bad debt.

Mooncake takes a different approach. There is no lending, no collateral, and no liquidation. Through automatic rebalancing, the system adjusts exposure dynamically, reducing risk when prices fall and compounding returns when prices rise.

The entire process is clean, transparent, and liquidation-free. Unlike traditional leverage, it doesn’t create additional sell pressure during market downturns.

For users, leveraged tokens are an intuitive and lightweight tool. They trade like spot assets but come with fixed leverage. There is no need for monitoring or margin calls.

If you want short-term amplified exposure, play trends, this tool is perfect for that. It makes leverage as easy as buying a token.

For RateX, Mooncake is more than just another product. It marks a key step in building the on-chain structured finance layer.

With Mooncake, our product line expands beyond yield-bearing assets into a wider range of categories, from low-risk yield assets to tokenized equities and high-volatility meme coins. All of them benefit from a universal leveraged token design that enables a more efficient and open market.

As for the name “Mooncake,” there is a story behind it.

A mooncake is a traditional Chinese pastry that has been around for thousands of years. It symbolizes reunion and togetherness during the Mid-Autumn Festival.

Structurally, it is simple but elegant. A soft outer crust wrapping around a rich, flavorful filling (I personally like the salted egg yolk one).

If you think of the underlying token as the whole mooncake, then the leveraged token is the filling, concentrated, flavorful, the essence of it.
The funding token is the crust, steady, supportive, and holding the structure together.

We love this metaphor because it captures both the logic and the warmth behind what we are building.

Finance does not have to be cold. It can have layers, flavor, and even a story, just like a mooncake.

Finally, we want to thank all the friends and partners who supported us along the way, from Solana Foundation, Pantera, Meteora, Bonk, Trends, Primitive Ventures, and all our investors who offered feedback and confidence during the building process.

Mooncake may sound cute, but the logic behind it is solid and hard-core. We want to make complex financial structures simple, transparent, and on-chain, so that everyone can express their view of the future in the lightest and most direct way possible.

[Unitas Labs @UnitasLabs]

Unitas Held Its Ground — 0 Liquidations, <0.2% Drawdown, Fully Pegged.

On Oct 10, the crypto market faced one of the year’s most intense liquidation cascades — over $19B in leveraged positions were wiped out as BTC fell below $102K and ETH dropped over 12% intraday.
During this stress event, USDu and the JLP delta-neutral strategy on @Solana proved their resilience.

0 liquidations
<0.2% drawdown
USDu stayed fully collateralized and held its peg

Our automated risk engine dynamically throttled execution during congestion and applied targeted handling for abnormal orders — ensuring uninterrupted operations.
This live stress test validated our delta-neutral architecture, demonstrating capital protection and stable performance even in extreme market conditions.
Unitas and USDu are building a transparent, stable Internet Capital Market on Solana — and soon, across multiple chains.

[DiscusFish @bitfish]

最佳方案往往高估了收益（优化者的诅咒）→ 几次没出事就把冒险当本事（偏差常态化）→ 越自信越敢赌（风险补偿）
每个"成功的优化"都在悄悄削薄你的安全边际。
最肥的火鸡，感恩节前一天还在庆祝自己的"最优生存策略"。
宁可"差不多"地活着，别"完美"地死去。

[Unitas Labs @UnitasLabs]

🚀 $10M TVL milestone!

Just a short while ago, we launched with a vision to build the global savings layer for digital asset treasuries, and we’ve already hit our first big milestone.

But we’re only getting started.
Stable, transparent yields are just the beginning.

Higher we go. ⬆️

[Unitas Labs @UnitasLabs]

🚀 Boost your rewards with @KaminoFinance!

Stake USDu–USDC LP and get a 50x Unitas Points Boost.

Here’s a quick tutorial to show you exactly how to do it in just a few minutes 👇

[Kamino @kamino]

In collaboration with @UnitasLabs, USDu is now live on Kamino Liquidity with 20,000 USDu in incentives for the upcoming month.

$USDu is a yield-bearing stablecoin currently generating 19% APY, powered by a range of delta-neutral strategies.

[Primus Labs @primus_labs]

Big things ahead with @UnitasLabs 🚀
Primus zkTLS powering secure growth for USDu.

Stay tuned ！