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wngmi

@wngmi

89 Following
13 Followers
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@wngmi
on Sep 1st YT-eBTC on #PENDLE had implied yield of less than 5%, now it has more than 6%, more than 20% raise in one week. It could go up even further as that position gains various $BTC staking points, in addition to #Symbiotic. #etherfi might even add #EIGEN or #KARAK pts to the mix too. Unfortunately cannot be traded with size due to low liquidity. Now #Arbitrum YT-eETH that matures in Dec has an implied yield of 4% (it was 3.8% earlier). This should go to 5% at least, another 20%. Due to low liquidity, limit order is suggested.
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#Ethena did the right thing and backtracked. All those who rushed to buy YT yesterday really got the worst deal.
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@wngmi
thanks to #Ethena's ridiculous rule about minimum balance requirement, yield for USDe #PENDLE YT went up a lot in the past day. Great opportunity to buy PT and lock in higher yield.
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YT-weETH with Dec maturity had 9% implied APY on Arbitrum at one point but just over 5% implied APY on Ethereum. The APY on Arbitrum has since dropped down to a bit less than 8% but still a good short opportunity.
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for the past week $SOL dropped much more than $eth did. Perhaps peak SOL/ETH is in?
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@wngmi
Pendle YT-eBTC has an implied yield of less than 5%, it gives you points in #etherfi, #Veda, #Symbiotic and #KARAK. Should be good value.
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stable coin market cap has been going up according to #Defilama, so why is the crypto market down as a whole?
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@wngmi
we need a #JitoAirdrop déjà vu to jump start the airdrop vibes again!
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@vitalik.eth mentioned on X that AAVE isn't running a loan business, because AAVE cannot issue loans to users based on credit history or the user's illiquid asset such as house. He has a point. All loans on chain are over collateralized loans, and thus lending platforms don't make good money. If someone can crack this problem, it will definitely get PMF.
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@wngmi
$TRX showing strength on a red day. Perhaps it still has some legs to run.
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can someone explain to me the fundamental difference between #WhatsApp and #Telegram? How about #ZOOM or even #iMessage? Ain't they all communication tools that have encryption built-in? In fact #Telegram probably has worse encryption than #iMessage or #WhatsApp.
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@wngmi
Durov arrest isn't the bear case for #TON. The decrease in TVL is. According to #Defilama, #TON TVL dropped nearly 50% in the past month. Last cycle capital rotated among different L1s, it seems like the same thing happened again this cycle.
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any suggestion on a viable alternative to $WBTC? Not comfortable holding $WBTC but also not comfortable just holding $BTC in wallet and earn nothing.
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Ethereum is good. However $eth isn't. Thus selling 35K $eth makes sense.
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#CornNetwork has secured $6.7 million from #Polychain and #BinanceLabs. Join its airdrop campaign now: https://usecorn.com/app?code=xxfy-md8g https://usecorn.com/app?code=y89h-etgc https://usecorn.com/app?code=j4ce-yc7r https://usecorn.com/app?code=6dem-3dh3 https://usecorn.com/app?code=pm48-4cx5
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$eth is obviously suffering. I see better days ahead for $eth still, just have to be patient.
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$eth clearly showing weakness, $SOL was the better play...
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i'm a bit tempted to buy $ondo, but unlock is just around the corner, so I will pass.
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if ETF has huge outflows tonight, we are doomed.
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$SOL under $100 will be a nice buying point
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