Geoffrey YuHasker
@0x9e0ff
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engineer @ElectricCapital. cmu x 2, db, fb, affirm, and snap alumn. views are my own and should not be construed as financial advice.
San Francisco, CA
Joined February 2010
RT @0xHyperBeat: We've raised a $5.2M seed round to build Hyperbeat, The Native Yield Layer of Hyperliquid. Led by @etherfi_VC and @Electr….
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With the Trump family's interest in crypto, and the expansion of QSBS, was it too much to ask for Qualified Small Business Tokens? . QSBS only applies to domestic companies, so this would have put an end to the current offshore model as well!.
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Congratulations to the @infinifilabs team on today's launch! It's exciting to see teams innovating with term structure in DeFi!.
infiniFi is live. People that joined the waitlist can now deposit & earn higher yields on their stablecoins. . A New System - Better than Banks.
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I'm excited to see previously idle $XRP collateral rushing into Ethereum DeFi!.
📣 Term and @moremarketsxyz team up to harness the power of $XRP and $RLUSD from @Ripple with fixed-rate lending through Term Strategy Vaults. The MoreMarkets RLUSD vault gives holders the ability to earn yield from over-collateralized loans backed by MoreMarkets' wrapped XRP
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It's concerning @getbasiccapital's site doesn't mention UBIT (unrelated business income tax) and why they believe their customers won't owe it. I'm not necessarily convinced they will, but I know enough to want it addressed.
Basic Capital has an audacious offering for 401(k) savers using its platform: $4 in leverage for every $1 saved
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Resolv is perhaps the most successful adopter of tranching in DeFi to date!. This concept of risk reallocation powers the multi-trillion dollar structured finance industry, creating products curated to various investors' appetites. I expect this mechanism to grow in 2025!.
Two years ago, Resolv launched with one goal: unlock sustainable crypto yields. Today, Resolv powers 50,000+ users, with broad integrations across CeDeFi. What future holds?. Roadmap, tokenomics and how $RESOLV unlocks fundamental value - here and now.
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Everyone seems against CBDCs. How would they feel about governments issuing short term debt onchain? I'm pretty sure that's where we are headed. 😏.
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I'm looking forward to seeing how isolated lending markets respond. Will they accept collateral further on the frontier of Pendle derivates, perhaps LP tokens?. Maybe they introduce term structure to match PT expiry?. In any case, it's a large shift in the competitive landscape!.
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I expect this trend to continue with more exotic stables getting added to Aave with their Pendle PTs quickly following. For example, Aave governance is discussing adding @ResolvLabs' $USR. If Aave can get comfortable with these risks, it should increase lending rates.
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This explains why PT-eUSDE-29MAY2025 already hit it's $150mm supply cap. The second largest holder has $38.5mm supplied with zero borrowings.
debank.com
Your go-to portfolio tracker for Ethereum and EVM
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3. In the announcement @ethena_labs announced:. "eUSDe and USDe PT deposits will receive 2x Ethena rewards sUSDe PT deposits will receive 1x Ethena rewards!". This might be the first example of a project incentivizing actions on their own PTs. Fixed investors can earn points too!.
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2. It's the first collateral on Aave with an expiry date. Sure, PTs pull to par of the underlying asset. Aave, the canonical repo market of Ethereum, is now accepting more exotic collateral!.
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1. Lending against Pendle Principal Tokens (PTs) until today had been the domain of isolated lending markets like @MorphoLabs and @SiloFinance. Aave got progressively comfortable with sUSDe, USDe, and now PT derivatives of USDe! This is a huge vote of confidence for Ethena.
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This announcement opens a new era in collateralized lending! I noticed three firsts, including one that might not be so obvious for @aave, @pendle_fi, and @ethena_labs . 👇.
Starting today users will be able to supply eUSDe May Pendle PTs to @aave, with sUSDe July PT live shortly. Both PTs represent some of the highest fixed rate opportunities in DeFi, also with the deepest liquidity. This is the first time billions in PT collateral have access to
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What is old is new again! The attempts at financial alchemy never stop!. I'm waiting for someone to pitch a stablecoin supported by a subprime CDO^2 for the nostalgia.
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Coincidentally, the founder of @WhiteSwanData, Bernard Marantelli, was in my graduate class at @DeutscheBank! IYKYK.
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It turns out you can just do things like buy 25.8 million lottery tickets to guarantee winning a $95 million jackpot!
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