Muggles⚙️🧰

⚙️🧰

[Muggles⚙️🧰 @mugglesect]

My advice to 20 yo yield farmers as a 30 yo yield farmer

1. Yields are about long term holds, unless you are airdrop farming, don't speculate on them and chase new shiny assets.

2. Understand the asset, it's backing, its redemption mechanism and DD the issuer. If you can't, don't touch it.

3. If you still want to speculate on the yield of an asset, buy @pendle_fi YTs.

4. Oracles are your best-friends, having reserve oracles on your strategies makes surviving 10X easier. Read about oracles in depth here: https://t.co/MAztvemWz0

5. Check the Interest Rate curve. Check at what utilisation it'll be more expensive to borrow than the underlying yield you get paid.

6. Check the liquidity of the asset you want to farm and the routes the protocol has available. You don't want to get stuck on an illiquid asset. This also decides your slippage, which can cost months of yield.

7. If airdrop farming, check with the project if they'll have varying terms for the farmers. You don't want to pay borrow costs and then be left with a lot less than you expected.

8. Don't farm with your entire stack. Even the best of assets depeg, keep some to add to your stack later.

9. Don't leverage farm assets below 88 LTV with more than 50% of max leverage. (especially without fundamental oracles)

10. Don't leverage farm unless your APY is at least 2.5X of the underlying asset with leverage.

11. Lend part of your stack. You wont have to actively manage this and will be able to focus on your main farms much better.

12. Always compare projected vs. realized returns after gas, borrow, and slippage.

13. Stay in touch with your curator, check what changes they are planning and adjust accordingly. Curator channels are live on Gearbox.

[hoeem @hooeem]

Crypto class of 2021

Give advice to those just starting in crypto

The topic can be anything related to crypto

[Frax Force @FraxForce]

In TradFi, levering into a private credit fund takes a prime broker and a stack of paperwork. Onchain, it takes $frxUSD and one transaction.

Sep 25, a user opened a Credit Account on @GearboxProtocol with $60.2K of their own frxUSD and took one-click 3.8x leverage. In that same transaction, Gearbox lent them $168.6K more frxUSD, and $228.6K went into @MidasRWA mF-ONE, a tokenized Fasanara fund focused on private credit.

No DEX, no slippage. frxUSD can mint mF-ONE directly, one of only two stablecoins with that status alongside USDC, so the dollars went straight into the fund: 228.6K frxUSD in, 203,168 new mF-ONE out. On Oct 1, the user added $25K of their own and borrowed $70.1K more, minting another 84,339 mF-ONE.

Today: $85.2K of their own, $240.1K borrowed, $326.5K in mF-ONE. The fund earns 7.48%, the loan costs 4.43%, and at 3.8x that spread turns into 15.74% a year on their own capital. Roughly double what mF-ONE pays on its own.

46 days in, the position is up about $1,150.

We think frxUSD is the right unit for this: a trusted dollar that subscribes directly to institutional funds and plugs into battle-tested protocols, so one transaction does the job of a prime broker.

[Muggles⚙️🧰 @mugglesect]

@0xPrince @aave @avon_xyz Amazing to see this, crazy stuff

[Aave @aave]

Aave Labs has acquired the team and technology behind @avon_xyz, one of the leading companies working on fixed-rate lending onchain.

The Avon team brings deep protocol engineering and market-structure expertise to Aave Labs as it expands onchain lending for a mainstream audience.

[DuckDegen rekt/jobless 🛡️ @DuckDegen]

Recruiters don't work for you. Your own AI does.

https://t.co/zL1QT3E8f5 puts your agent to work: it keeps up with thousands of new vacancies, matches them to your CV, writes an optimized CV and cover letter for each, and applies on your behalf.

$9.99 a month.
Launching today.

[Robbie Klages @robbieklages]

Teams are going to run the same playbook we ran in DeFi summer, but do it on high quality assets.

Assets that aren't generating 9-12% via token inflation and emissions. High quality income products that are securities. It's 2026.. We can have securities onchain.

We sat down with Ilgiz from Gearbox and Sean from Frax on the show a couple weeks back to talk through how tokenized income funds actually plug into DeFi.

Gearbox has been building credit accounts since 2021, long before there were real assets to put in them. Now the assets are here.

[The Rollup @therollupco]

Real-World Assets need Real-World Lending.

That's the Tokenization Supercycle, powered by our partners at Gearbox, the credit layer onchain.

Lenders earn. Curators build. RWAs get leverage.

@GearboxProtocol

[ambire.eth @ambire]

Introducing Ambire Ice: The hardware wallet built for @safe.

Private
Fully open-source
Quantum ready
Perfect clear signing

Ambire’s extension and mobile app, now with a dedicated hardware device.

Pre-order yours: https://t.co/RZfZezQNHd

[KPK @kpk_io]

Most Balancer v3 pools move to withdrawals-only today.

Ahead of this, KPK offboarded Beefy-Balancer collateral (rETH, osETH and tETH liquidity positions) from @GearboxProtocol WETH and wstETH pools.

[Muggles⚙️🧰 @mugglesect]

@omgcorn Congrats man!

[Gearbox Protocol @GearboxProtocol]

Holding an RWA is step one. Putting it to work is the next.

@theorem_markets now routes mGLOBAL holders directly to Gearbox leverage markets.

With @MidasRWA’s mint window now open, users can again leverage and exit mGLOBAL, all within one window.

[theorem. @theorem_markets]

Tokenized assets are more useful when you can do more than just trade them.

On Theorem, asset pages now show what you can do with an asset in DeFi, starting with @GearboxProtocol.

For @MidasRWA’s mGLOBAL, users can jump directly from Theorem to Gearbox to open a leveraged position and further boost their yield.

The integration is now live on @ethereum:
https://t.co/k73srdhImG

[Sean Kelley @SeanKelleyX]

Data from our friends at @DefiLlama show that only ~10% of the $34B in RWAs is active DeFi TVL.

@Frax + @GearboxProtocol RWA leverage is going to pump that number up.

@MidasRWA is already a leading RWA issuer by active DeFi TVL, making their assets a great match.

[The Rollup @therollupco]

🚨LIVE: BE MORE BULLISH! Tokenization SUPERCYCLE. Market Is Green. Inside NEAR Quarterly Call & NEW zkSync Prividium Launch. Illia, Anton & Alex Shevchenko join, followed by Alex Glukchowski https://t.co/ofezgeGfPz

[JerryTheKid @jerrythekid]

@kpk_io 🫡

[𝕯𝖆𝖓𝖌𝖊𝖗 @safetyth1rd]

FYI we have pretty good risk reports at https://t.co/m1jnGMuKyf

6 or higher = pretty solid
5 = probably good to farm
4.5 = farm while monitoring
4 = degen, farm with heavy monitoring and alerts

its free. use it instead of aping shit based on vibes and accountable dashboards.

[Muggles⚙️🧰 @mugglesect]

@exk200 You don’t permissionless RWA access for DeFi composability

You just need something that can deliver lending and leverage for securities 🫡

[Midas @MidasRWA]

Leveraging security tokens has meant manual loops, and several redemption steps to exit.

@GearboxProtocol now automates it for mF-ONE and mGLOBAL, tokenised strategies managed by @FasanaraCapital.

One step in, one redemption window out.

[francesco 🏰 @francescoweb3]

We just released a super comprehensive report mapping the perpetual trading ecosystem, with interviews with @Lighter_xyz, @variational_io and @OndoPerps, here's what you can expect:

[Muggles⚙️🧰 @mugglesect]

@Nomaticcap @fraxfinance @GearboxProtocol ❤️❤️❤️

[Muggles⚙️🧰 @mugglesect]

Sounds like 30+ txns to get in and out. Sounds like waiting 10+ redemption windows.

Sounds like it needs Gearbox’s automated leverage. 🫡

[Superstate @SuperstateInc]

3/ That happens via “looping” USCC.

→ Buy USCC
→ Post it as collateral
→ Borrow stablecoins
→ Buy more USCC
→ Post again
→ Repeat

The result: more fund exposure. A static holding becomes working capital.

[Frax Finance ¤⛓️¤ @fraxfinance]

Our partnership with @GearboxProtocol is more than another integration.

It’s what Frax has been building frxUSD toward: the liquidity layer for institutional tokenization.

@mugglesect worked tirelessly to make it happen.

Time to retokenize the world with frxUSD on Gearbox.