phtevenstrong

Study more, argue less,
that's how you make your number go up.

Don't forget to bookmark for future reference!

🚨BEST STABLECOIN YIELDS ISSUE #12🚨

I'm also mixing it up a bit this time...🧵👇

Hosting a spaces with @pendle_fi and @infinifilabs this Thursday at 1030 AM EST ( PM UTC).

Stablecoins are now. Tranches are the future.

Hosting a spaces with @pendle_fi and @infinifilabs this Thursday at 1030 AM EST (2:30 PM UTC).

Stablecoins are now. Tranches are the future.

A @LiquityProtocol roundup:

sBOLD & ysyBOLD are available on @pendle_fi and @spectra_finance.

This allows you to long black swans, friendly fork airdrops, and the native yield of the stability pool via the YTs OR a get nice 10% fixed rate from PTs.

But wait, there's more 🧵👇

I am once again reminding you @FalconStable loops on @eulerfinance exist with >$1M in liquidity to borrow.

This is a frontier market, which has unique value for stables looking to launch isolated markets with special parameters.

One of Euler's hidden but powerful features imo

Within three weeks of launching @infinifilabs has

► @0xfluid smart lending
► @pendle_fi market
► Pendle market on @MorphoLabs w/ @SteakhouseFi curating

In terms of the composability grind, I'm not sure I've every seen any run the path that fast.

Net APR 47% at 10x Leverage

Typically a day like today would annoy me, since I often hold low-leveraged positions for exposure and cost-efficiency.

When we're down, I'm much more bothered by the funding fees I've amassed that have eaten into my PnL.

@protocol_fx fixed this.

0 Funding Fees
0 Borrow Costs

Everyone should have some unleveraged / unlooped stables or ETH always available to be deployed, to use for unwinding, etc.

@summerfinance_ is one of my top choices for this,

Organic Yields
► 10% on USDC
► 7% on ETH

SUMR Pre-faming (@ 150M FDV)
► +9% on USDC
► +26% on ETH

One of the things I love about @eulerfinance is their focus on useful data.

A clear example is how they show liquidation price for both collateral AND debt.

Here, I get liquidated if my debt increases 102% or if my collateral decreases 50%.

Other protocols, please take note.

Man, I can't wait until I have a grey beard.

MANY PEOPLE DON'T KNOW HOW TO CHECK THE NAV OF STABLECOINS.

This is essential for
► arbitrage
► repeg plays
► estimating strategy EV

It's also insanely easy 🧵👇

Today I aped into @infinifilabs's iUSD YTs.

I RARELY buy YTs.

This came after much, much mathing.

TL;DR: 2x-7x ROI estimate.

So here's my math, please audit my work 🧵👇

The @0xCoinshift csUSDC loop is currently printing 85% organic APR at max leverage.

This is without counting the points that Pendle would currently be valuing at an additional 10% at max leverage.

Let's look at some math 🧵👇

If you can't hold your BTC through international turmoil, maybe you don't deserve it.

As always, bookmark so you don't forget.

🚨BEST BTC YIELDS ISSUE #7🚨

My top-5 for the culture. 🧵👇

Look at @infinifilabs (iUSD), going live just a week ago and already topping the @pendle_fi PT yields.

They grow up so fast

I'm now up 10% on the 3x leveraged position @protocol_fx airdropped me.

As a reminder, previous users were included in the second round of airdrops.

Go check if you got one:

ETH potentially looking good here?

...time for a thread

As always, bookmark for reference, before it gets lost in the scroll.

🚨BEST ETH YIELDS ISSUE #4🚨

🧵👇

One underappreciated narrative for @ResolvLabs is that $RLP is an insurance layer for USR.

It provides >$100M of USR peg-protection from any losses on Resolv's strategies.

It has a spicy 15% 30d APR w/ virtually the same risk profile as sUSDe.

Tranches are the future.

Two protocols have built liquid wrappers for @LiquityProtocol's stability pool (yBOLD & sBOLD)

Soon these'll be on @spectra_finance &/or @pendle_fi, so let's talk about what the IY might be

The IY should have three major components

I even built a spreadsheet for this one
🧵👇

"Up to 65% off on luxury hotels" is wild.

Has anyone checked the @ether_fi hotels offered?

Also, shamelessly plugging my ref code, you get $50 back the first $1K spent:

► and 20% APR on liquidUSD balance
► and 5% cash back
► and soon physical card?

We're living in the golden age of stablecoin yields.

As always, bookmark this thread for future reference.

🪙BEST STABLECOIN YIELDS ISSUE #10🪙