Twigmaester

Dev @BlockAnalitica | @TheDefiSphere lead

[Stacy Muur @stacy_muur]

DeFi yield trackers worth bookmarking ↓

→ https://t.co/DaIh9NmDu0
→ https://t.co/lJoAWsrRbO
→ https://t.co/KtRPmi4TOm
→ https://t.co/QUbFg7ELXz
→ https://t.co/jDxCP4tRsg
→ https://t.co/58GJGjbnx2

[Sam MacPherson @hexonaut]

This is one of the best accounting dashboards I've seen.

Easy to see what backs USDS, with full details for those who want it.

h/t @BlockAnalitica setting the standard

[Block Analitica @BlockAnalitica]

In an effort to make @SkyEcosystem's transparency and operations more accessible and easier to follow, we're happy to contribute to Sky Frontier Foundation by developing a new dashboard covering all financial aspects of Sky protocol.

This includes:
- Full PnL and Balance Sheet
- Collateral breakdowns
- Prime agents and their allocations
- Loss waterfall on Sky level
- Risk capital requirements, SSR, and much more

Dashboard: https://t.co/eGEb7texV9.

[Block Analitica @BlockAnalitica]

We're proud to contribute as a data provider for the @SkyEcosystem's quarterly report.

[DeFi Sphere @TheDefiSphere]

The idea that security spend should feed into yield pricing makes a lot of sense. LPs are already exposed to this risk, they just can't see it. If DSPR becomes a standard, it would fit cleanly into the kind of protocol-level analysis we surface on Sphere.

[definikola @definikola]

As an early supporter and user of @Compound_xyz, in an effort to see a revival of the OG lending protocol and increased governance decentralization, I seek to contribute by serving as an independent (and active!) delegate.

If you'd want to support independent opinions and voting going forward, consider delegating to: definikola.eth

[Twigmaester @twigmaester]

@ZigaP3R

[Haseeb ＞|＜ @hosseeb]

This is terrifying.

@AnthropicAI 's new unreleased Mythos model is so good at hacking, it found bugs in "every major operating system and web browser."

83.1% were exploited on first attempt. This thing is like COVID but for software. Actually apocalyptic in the wrong hands.

[definikola @definikola]

fine-tuned data is *the moat* (not just for AI), and when it comes to risk data specifically, @BlockAnalitica is the provider

[Twigmaester @twigmaester]

At Block Analitica we've been doing DeFi risk for 5+ years, including the risk infrastructure behind Sky. Sphere is our attempt to bring that experience to the broader market.

Still early, still a lot to build.

[Twigmaester @twigmaester]

Back from ethCC and still processing. One thing was obvious across every conversation: DeFi risk infrastructure is the topic right now.

Not as an abstract idea, but as a concrete priority. The Ethereum Foundation is actively looking for teams to build this.

[Twigmaester @twigmaester]

Chaos Labs flagged this back in October: vault curators are becoming a systemic risk vector. Circular lending inflating TVL, curator incentives diverging from depositors, no way to verify where risk sits. Six months later, not much has changed.

https://t.co/aOuoAdKDML

[Twigmaester @twigmaester]

@aave When you spend more time on the video rather than the actual UI 😅

[Twigmaester @twigmaester]

@0xMellonCollie @stoczek_eth @chain_security @EmilieRaffo @EthCC @EFDevcon I you know you know

[Twigmaester @twigmaester]

@ivangbi_ @lou3ee Especially when stuff like this is picked up by CT and taken entirely out of context lol

https://t.co/npcsszS62A

[Lukasz @stoczek_eth]

EF Mandate reading by @chain_security was AN EXPERIENCE

s/o to @EmilieRaffo and the team for putting this together!

this kind of stuff happen only at @EthCC or @EFDevcon

[Twigmaester @twigmaester]

@jchaskin22 @BlockAnalitica Appreciate the shoutout 🙂

[chaskin.eth @jchaskin22]

And that’s a wrap.

The EF App Relations / DeFi team hosted 7 workshops with founders across lending/borrowing, exotic products, privacy, and more.

Huge thank you to everyone who joined. Getting the people actually building Ethereum’s app layer in one room was incredibly valuable.

Left with a ton of ideas and more conviction than ever.

Time to get to work.

Ethereum will win. DeFi will win. Carthage must be destroyed.

cc @ivangbi_ @CharlieStLouis @isha_sangani

[DeFi Sphere @TheDefiSphere]

Ethereum settles $206B+ in tokenized assets. That's 61.4% of the global total, up over 40% year over year.

BlackRock's BUIDL alone grew 36% in the past month.

Stablecoins, tokenized funds, equities, and commodities are all growing onchain.