DefiMoon ๐Ÿฆ‡๐Ÿ”Š(@DefiMoon) 's Twitter Profileg
DefiMoon ๐Ÿฆ‡๐Ÿ”Š

@DefiMoon

#Defi news, updates and opinions.

Tweets are not financial advice, please don't send me PMs asking for financial advice.

ID:1136776548013334529

calendar_today06-06-2019 23:27:04

14,7K Tweets

20,5K Followers

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DefiMoon ๐Ÿฆ‡๐Ÿ”Š(@DefiMoon) 's Twitter Profile Photo

$wETH market on LlamaLend just got a huge boost in $CRV rewards for $crvUSD lenders ๐Ÿ’ฐ๐Ÿ‘€

Btw, LlamaLend TVL hit $80m today ๐Ÿ“Š๐Ÿ“ˆ

Hey Curve Finance, wen LlamaLend markets on other liquid tokens like $ENA, $AAVE, $COMP, $LINK etc...?

$wETH market on LlamaLend just got a huge boost in $CRV rewards for $crvUSD lenders ๐Ÿ’ฐ๐Ÿ‘€ Btw, LlamaLend TVL hit $80m today ๐Ÿ“Š๐Ÿ“ˆ Hey @CurveFinance, wen LlamaLend markets on other liquid #DeFi tokens like $ENA, $AAVE, $COMP, $LINK etc...?
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DefiMoon ๐Ÿฆ‡๐Ÿ”Š(@DefiMoon) 's Twitter Profile Photo

๐ŸšจHey gTrade | Gains Network ๐Ÿ, looks like someone is trying to manipulate your $WTI price feed ๐Ÿ›ข๏ธ๐Ÿ“Š

$176m volume from a single account in the space of a few hours on the WTI market๐Ÿ“ˆ๐Ÿ“‰๐Ÿ“ˆ๐Ÿ“‰๐Ÿ“ˆ๐Ÿ“‰

$GNS

๐ŸšจHey @GainsNetwork_io, looks like someone is trying to manipulate your $WTI price feed ๐Ÿ›ข๏ธ๐Ÿ“Š $176m volume from a single account in the space of a few hours on the WTI market๐Ÿ“ˆ๐Ÿ“‰๐Ÿ“ˆ๐Ÿ“‰๐Ÿ“ˆ๐Ÿ“‰ $GNS #DeFi
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DefiMoon ๐Ÿฆ‡๐Ÿ”Š(@DefiMoon) 's Twitter Profile Photo

Don't think I've ever seen a Curve pool with 1000% liquidity utilization lmao

Passive lenders on protocols like Gearbox โš™๏ธ๐Ÿงฐ which allow heavy leverage-looping on less-liquid LRTs, are lucky they didn't incur some serious bad debt here.

$ezETH $GEAR $REZ

Don't think I've ever seen a Curve pool with 1000% liquidity utilization lmao Passive lenders on protocols like @GearboxProtocol which allow heavy leverage-looping on less-liquid LRTs, are lucky they didn't incur some serious bad debt here. $ezETH $GEAR #DeFi $REZ
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DefiMoon ๐Ÿฆ‡๐Ÿ”Š(@DefiMoon) 's Twitter Profile Photo

Interesting observation: Weekly volume on Curve Finance's main $stETH pool has increased dramatically since mid-March.

The increase in volume seems to closely track with the rise of liquid restaking and EigenLayer TVL ๐Ÿ“Š๐Ÿ“ˆ

$CRV fi $EIGEN

Interesting observation: Weekly volume on @CurveFinance's main $stETH pool has increased dramatically since mid-March. The increase in volume seems to closely track with the rise of liquid restaking and @eigenlayer TVL ๐Ÿ“Š๐Ÿ“ˆ #DeFi $CRV #LRTfi #LRT $EIGEN
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DefiMoon ๐Ÿฆ‡๐Ÿ”Š(@DefiMoon) 's Twitter Profile Photo

$24m in soft-liquidations on $crvUSD today due to Iran crypto panic ๐Ÿ‡ฎ๐Ÿ‡ท๐Ÿš€๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ˜ฑ

crvUSD peg tightened quite a bit as rising soft-liquidations result in buying of crvUSD๐Ÿ˜Œ

Borrow rates for crvUSD were also lowered๐Ÿ“‰

$CRV

$24m in soft-liquidations on $crvUSD today due to Iran crypto panic ๐Ÿ‡ฎ๐Ÿ‡ท๐Ÿš€๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ˜ฑ crvUSD peg tightened quite a bit as rising soft-liquidations result in buying of crvUSD๐Ÿ˜Œ Borrow rates for crvUSD were also lowered๐Ÿ“‰ $CRV #DeFi
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DefiMoon ๐Ÿฆ‡๐Ÿ”Š(@DefiMoon) 's Twitter Profile Photo

UPDATE: Yikes, $stETH on-chain liquidity continues to deteriorate, this has significant implications for Ethena Labs and $USDe

Curve's $stETH pools haven't been this imbalanced since the depeg attack on stETH back in 2022!

Bribes for Curve stETH pools soon?๐Ÿค”

$ENA $CRV

UPDATE: Yikes, $stETH on-chain liquidity continues to deteriorate, this has significant implications for @ethena_labs and $USDe Curve's $stETH pools haven't been this imbalanced since the depeg attack on stETH back in 2022! Bribes for Curve stETH pools soon?๐Ÿค” $ENA #DeFi $CRV
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DefiMoon ๐Ÿฆ‡๐Ÿ”Š(@DefiMoon) 's Twitter Profile Photo

Not sure if this is related to Ethena's growth or EigenLayer's upcoming launch, but $stETH Curve pools have been growing more imbalanced since mid-March.

74% of stETH on-chain liquidly is on Curve!

Lido might wanna keep an ๐Ÿ‘๏ธ

$USDe $LIDO $EIGEN

Not sure if this is related to Ethena's growth or EigenLayer's upcoming launch, but $stETH Curve pools have been growing more imbalanced since mid-March. 74% of stETH on-chain liquidly is on Curve! @LidoFinance might wanna keep an ๐Ÿ‘๏ธ $USDe #DeFi $LIDO $EIGEN
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DefiMoon ๐Ÿฆ‡๐Ÿ”Š(@DefiMoon) 's Twitter Profile Photo

UPDATE: LlamaLend TVL surged to $43.5m today with a record daily inflow of $8.7m๐Ÿฆ™๐Ÿ“Š๐Ÿ“ˆ

Remindooor: LlamaLend currently is only deployed on and L1 with 5 assets each.....

$CRV $crvUSD

UPDATE: LlamaLend TVL surged to $43.5m today with a record daily inflow of $8.7m๐Ÿฆ™๐Ÿ“Š๐Ÿ“ˆ Remindooor: LlamaLend currently is only deployed on #Arbitrum and L1 with 5 assets each..... $CRV #DeFi $crvUSD
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DefiMoon ๐Ÿฆ‡๐Ÿ”Š(@DefiMoon) 's Twitter Profile Photo

University of Zurich students leaning about the benefits of $crvUSD soft-liquidations from the๐Ÿฆ™๐Ÿ‘‘himself

๐Ÿง‘โ€๐Ÿซ๐Ÿ‘จโ€๐ŸŽ“๐Ÿ‘จโ€๐ŸŽ“๐Ÿ‘จโ€๐ŸŽ“๐Ÿ‘จโ€๐ŸŽ“

$CRV

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DefiMoon ๐Ÿฆ‡๐Ÿ”Š(@DefiMoon) 's Twitter Profile Photo

Wow, Arthur was the 5th largest holder @ 237.6k $GMX, he had as much GMX as Binance and OKX!

This is going to have an impact for all GXM stakers as Arthur's stack represented ~4.3% of all staked GMX.

Wow, Arthur was the 5th largest holder @ 237.6k $GMX, he had as much GMX as Binance and OKX! This is going to have an impact for all GXM stakers as Arthur's stack represented ~4.3% of all staked GMX.
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DefiMoon ๐Ÿฆ‡๐Ÿ”Š(@DefiMoon) 's Twitter Profile Photo

LlamaLend also seeing record daily inflows today on L1 @ $4.6m๐Ÿฆ™๐Ÿ“Š๐Ÿ“ˆ

Keep in mind this is only with a handful of assets!

LlamaLend markets for other liquid coins like $AAVE, $COMP $LINK, $LDO, $UNI etc... will be launching at some point as well on L1+L2s...

$CRV $crvUSD

LlamaLend also seeing record daily inflows today on L1 @ $4.6m๐Ÿฆ™๐Ÿ“Š๐Ÿ“ˆ Keep in mind this is only with a handful of assets! LlamaLend markets for other liquid coins like $AAVE, $COMP $LINK, $LDO, $UNI etc... will be launching at some point as well on L1+L2s... $CRV #DeFi $crvUSD
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DefiMoon ๐Ÿฆ‡๐Ÿ”Š(@DefiMoon) 's Twitter Profile Photo

I'm starting to see a pattern developing with Ethena Labs where rules are changed mid-game with no prior notice.

The cap on $pendle pools have been raised 2x by $100m each time since the Sats campaign began!!

Existing Sats campaign LPs being diluted now big time.

$ENA $USDe

I'm starting to see a pattern developing with @ethena_labs where rules are changed mid-game with no prior notice. The cap on $pendle pools have been raised 2x by $100m each time since the Sats campaign began!! Existing Sats campaign LPs being diluted now big time. $ENA $USDe
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DefiMoon ๐Ÿฆ‡๐Ÿ”Š(@DefiMoon) 's Twitter Profile Photo

UPDATE #2: $CRV rewards for $crvUSD lenders on the LlamaLend $sUSDe market are LIVE๐Ÿ”ด

$ENA coming soon to LlamaLend?๐Ÿค”

$USDe

UPDATE #2: $CRV rewards for $crvUSD lenders on the LlamaLend $sUSDe market are LIVE๐Ÿ”ด $ENA coming soon to LlamaLend?๐Ÿค” $USDe #DeFi
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DefiMoon ๐Ÿฆ‡๐Ÿ”Š(@DefiMoon) 's Twitter Profile Photo

โš ๏ธBad assumption!

Most borrowed capital in is used for leveraging /eth/alts, which means once the bear starts, there could be a surge in loan repayments in a short timeframe as many borrowers will want to get out of all risk assets... $RUNE gets rekt hard!

โš ๏ธBad assumption! Most borrowed capital in #DeFi is used for leveraging #bitcoin/eth/alts, which means once the bear starts, there could be a surge in loan repayments in a short timeframe as many borrowers will want to get out of all risk assets... $RUNE gets rekt hard!
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DefiMoon ๐Ÿฆ‡๐Ÿ”Š(@DefiMoon) 's Twitter Profile Photo

UPDATE: LlamaLend $sUSDe - $crvUSD market about to get some fat $CRV emissions in few hours ๐Ÿ‘€๐Ÿ‘‡

๐Ÿฆ™๐Ÿ’ช๐Ÿ“Š๐Ÿ“ˆlend.curve.fi

$ENA $USDe

UPDATE: LlamaLend $sUSDe - $crvUSD market about to get some fat $CRV emissions in few hours ๐Ÿ‘€๐Ÿ‘‡ ๐Ÿฆ™๐Ÿ’ช๐Ÿ“Š๐Ÿ“ˆlend.curve.fi $ENA #DeFi $USDe
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