
Defi_Maestro ✺
@Defi_Maestro
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Full time degen. Head of @mETHProtocol @0xMantle Maxi Advisor @Ranger_Finance All views are my own and not financial advice.
Joined June 2020
Director of @Temasek posting about $LUNA. They are the investment arm of the Singapore government. $381B Assets portfolio. First #Busan and now #Singapore?. @stablekwon is moving to Singapore soon too. Coincidence?. Something big is brewing. #IYKYK
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With the announcement of $ARB token comes the fun part. 56% of the supply goes to the Community:. - 11.5% Airdropped to Users. - 1.1% to DAOs. - 43.4% likely to be decided by Governance to rewards @arbitrum Protocols? . Lets break down the top contenders:.
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Really ballsy move from the @HyperliquidX team. - Close Jelly Market.- Force settlement of Jelly position on HLP & Exploiter @ $0.0095.- This leaves HLP in $700k profit & the Exploiter rekt. Efficient and ruthless. Pretty surprised the attacker dint withdraw funds and got
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Day 48. - $266k in $JOE (+53%).- $93k in USD.- $35k in $RDNT (+29%).- $15k in $KWENTA (+50%). Total Value ~ $409k (+309%) 🔥🔥🔥. Changes:.- Sold $210k $RDNT for $JOE.- Sold all $LQTY for USD.- Sold $65k $JOE for USD.
Day 47. - $248k in $RDNT (+34%).- $28k in $LQTY (+25%).- $15k in $KWENTA (+49%).- $9k in $JOE (-10%). Total Value ~ $301k (+201%) 🔥🔥🔥. Changes:.- No Changes.
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1. LP $JOE : 358% APR. 2. Use rewards to open $JOE 3x long on @binance : 229% APR. 3. Use Funding Fees to stack moar $JOE Perps long. I call this the $JOE degen loop of real yield. NFA.
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@ethena_labs just launched on discord ~. 27.6% APR on Stables. Yields are derived from LSD $ETH being used as collateral for a 1x $ETH short position. LSD $ETH Yields + Short $ETH Funding rates = $sUSDe Yields. Ethena Shards farming ongoing for 3.
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Day 57. - $445k in stables.- $106k in $FLEX LP on @Uniswap (+4%).- $50k in $JOE (+49%).- $11k in $KWENTA (+12%). Total Value ~ $612k (+512%) 🔥. Changes:.- Sold $ARB LP and $JOE for $345k in stables.
Day 56. - $238k in $JOE (+42%).- $108k in $FLEX LP on @Uniswap (+7%).- $100k in $USDC.- $84k in $ARB LP on @traderjoe_xyz (-8%).- $11k in $KWENTA (+8%). Total Value ~ $541k (+441%).
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Day 70. - $437k in $USDT .- $133k in $JOE (+18%).- $119k in $PENDLE LP (+25%).- $54k in $KWENTA (-4%).- $2.8k in $ETH (+11%). Total Value ~ $746k (+646%) 🔥🔥🔥🔥. Changes:. - Sold $JOE to $437k $USDT.
Day 69. - $509k in $JOE (+7%).- $102k in $PENDLE LP (+7%).- $51k in $KWENTA (-9%).- $2.5k in $ETH (+0%). Total Value ~ $664k (+564%) . Changes:. - Moved $PENDLE LP back to Uniswap.
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Day 53. - $441k in $JOE (+33%).- $88k in $MUTE (+10%).- $13k in $KWENTA (+31%). Total Value ~ $542k (+442%) 🔥🔥🔥. Changes:.- No Changes.
Day 52. - $382k in $JOE (+16%).- $83k in $MUTE (+4%).- $14k in $KWENTA (+34%). Total Value ~ $478k (+378%) . Changes:.- Bought $100k in $JOE with $USDC and $ETH.
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Hey @binance. You can easily offer users double digits APY if you use @anchor_protocol through @orion_money in the backend. Any plans to utilise their service? It would be a win win for all parties involved. @cz_binance $BNB $ANC $ORION $UST
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Did a quick scan of stable yields in various ecosystems. Some key parameters i used:. More than $1m TVL in pools. More than 10% APR as a min threshold. @pendle_fi yields seems to come out on top w 38% APR. @hyperlockfi is a close 2nd with at 36.7% APR. @HyperliquidX HLP vaults
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Mega Thread on $JOE :. The @traderjoe_xyz team has been shipping non stop during the bear and I firmly think that they are well position to explode in the coming weeks. This thread will dissect the key features of $JOE and why I am so fucking bullish on it. LFG
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I own a SG gym in town. Thinking if I should do small crypto meet ups over a gym session. Lmao. Sounds pretty fun to work out while discussing on Crypto narratives and updates. Or should I just run a @token2049 promo and turn my gym into a networking hotspot for 2049. 🤔.
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Re-longed $HYPE. Feels like a market over reaction to potential North Korea hacks on @HyperliquidX . The risk is something manageable and facing pretty much all ecosystems that house sizable TVL. Fundamentally nothing has changed. Still plenty of idle funds on the sidelines.
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Running a $LUNA giveaway to celebrate the launch of @wormholecrypto and imminent launch of IBC. 1. Like and Retweet this comment.2. Tag a friend.3. Follow @Defi_Maestro .4. Have the🌖 in your name. Winner gets 10 $LUNA ~~. Picked via in 24 hours. GLHF.
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Why does everyone think I'm kidding. FDV is a meme. I'm just trading it within the unlocking time frames. Lets wait and see what happens after FOMC. I like my RR for now. P.S - I'm a degen ape playing around with my money. Following me will most likely lead to your
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Preparing for possibly the busiest week of the year with the start of @token2049 . @0xMantle and our incubated assets have grown considerably since our launch in 2023. $461m TVL on @0xMantle . $1.2b TVL on @mETHProtocol . $150m TVL on @FBTC_official . $800m in Liquid.
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ZK Projects picking up steam as @zksync Mainnet approaches. Post your fav $ZKS projects below. Will be diving into soon.
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Is it time to restart my @DeBankDeFi Challenge?. Will just be using the @0xMantle Ecosystem this time. This would be done in my personal capacity and does not reflect the opinions of the core team. Thinking about the potential repercussions before committing towards it
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One of the top farmers for $ENA. One of the top farmers for $HYPE. Now I'm devoting me time to farm up @_kaitoai yaps. GLHF.
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Summary of the $LUNA #AMA . Confirmed discussions ongoing w #Busan Gov & @terra_money 👀. Col-5 delayed to fix potential security issues. Native $LUNA on Coinbase in Q4 2021. Integration with #Busan will send $KRT usage to Valhalla . $LUNA is a top 3 coin. #IYKYK.
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Mantle L2 ( @Mantle_Official ).Mantle Treasury.Mantle Banking.Mantle Card.Mantle Index Fund .Mantle Staked ETH ( @mETHProtocol ).Function BTC ( @FunctionBTC ).MantleX . When we say we are building an ecosystem we mean it. Welcome to the Mantle Ecosystem.
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Okay a TLDR of what I just did any why I did it. 1. $JOE perps added on @binance and @Bybit_Official . 2. Waited out and checked volatility. Wasn't as violet as I expected. Good. 3. Liquidity on perps were meh. Lower than Spot.
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If I've learnt anything the previous few cycles, its not to fade the Koreans. Kimchi Premium is a scary power. Watching $ARB closely.
South Korea's largest exchange, Upbit, announced that it will add ARB to the KRW and BTC markets, only supporting deposits from the Arbitrum network, and trading is expected to open at 16:00 on March 30.
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Lets talk about some @_kaitoai Yap-onomics:. *Disclaimer: This post contains lots of guesstimates and is done for fun. Take it w a grain of salt*. - Avg Yaps (Top 20 holders) : 2944.- Days since launch : 13.- Avg Yaps / Day : 226. - Avg Yaps (Top 100 holders) : 1278.- Days since
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Crazy stuff. @HyperliquidX delisted Jelly right before Binance and OKX listing. Honestly could have been a lot worst for $HYPE. New parameters needs to be set for altcoin positions with low liquidity on HL. Caps to position size relative to liquidity is a must. Time to.
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6 more days to Col-5. Can't be more excited about it. $SOL went from $33 to $200 in 40 days .(31 Jul to 9 Sep). $LUNA will do that and more. Looking at $200 $LUNA by Nov 2021 once Col-5 pushes out. Cross-chain $UST will be the catalyst that makes it possible. #IYKYK.
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$GOAT kicked off the AI Agent Craze. $ENA / $USDe caused all stable yields to rerate higher. $PENDLE made yield speculation a possibility. $HYPE pushed the boundaries possible for a DEX. @_kaitoai will democratize and monetize attention. InfoFi will be a huge theme in 2025.
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Bought a fuck ton of $KAITO. Yeah, big yappers got free money and sold cus they DGAF. Yeah, NFT holders got a $9k airdrop thats worth less than 12 $ETH. Yeah, @nansen_ai offering discounts for $KAITO dumpers . Yeah, sentiment shifted hard over the last 24 hours and people are.
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Got a few DMs asking why $MNT has been doing well. TLDR: .- $2b onchain TVL on @0xMantle .- $1.8b TVL on @mETHProtocol .- $1.3b TVL on @IgnitionFBTC .- Non dilutive rewards from Mantle Rewards Station ( $ENA, $EIGEN, $COOK, $UXLINK etc.).- Bybit Launch Pool integrations for $MNT.
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Alfa Drop for @ethena_labs S2 . I did a few different scenario and outcomes:. Scenario 1 : TVL growth rate = Season 1.Scenario 2 : TVL growth rate 30% > Season 1.Scenario 3 : TVL growth rate 70% > Season 1. In all 3 scenarios, S2 will end on different days:. "The Sats Campaign
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Some @MerchantMoe_xyz alfa. $MOE farms just got launched the liquidity is flooding in. Just from the farming page the yields looks abysmal . However a key point that users are missing is that the @MerchantMoe_xyz UI is currently glitchy and showing the wrong farm APRs. ✅ TVLs
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v2.1 Commits merged. v2.1 for $JOE comes with the following upgrades:. - Auto Fee Compounding for LPs.- Auto Pools .- Permissionless deployment of LPs.- Optimized Gas Fees.- Prelude to sJOE .- Limit Orders. LFJ.
Trader Joe's Github has merged LB v2.1-related commits into the main branch from v2.1. Last week, it announced that they will upgrade their automated market maker trading engine, Liquidity Book, as soon as this week. The new version, Liquidity Book V2.1, will make it more.
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$LUNA flips $BNB in terms of TVL and the fun is only starting. Only 13 Protocols. @astroport_fi launching soon. $MARS , $PRISM and $NEB incoming. $UST not on @binance , @cryptocom , @FTX_Official or @coinbase . $MIM - $UST pools incoming. Don't bet against the moon. 😉
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Been a crazy day. Really proud of the @mETHProtocol team and how we responded. - 15,000 $cmETH recovered.- All $mETH and $cmETH remains fully backed by the underlying $ETH asset. User security will always be our no.1 priority. We will emerge stronger.
mETH Protocol Update Regarding Bybit Security Incident 👇. On February 21, 2025, we were informed of a Bybit security incident resulting in the unauthorized withdrawal of mETH and cmETH from the exchange. The attacker executed multiple transactions to move assets off the
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Day 61. - $478k in $JOE (+10%).- $157k in $FLEX LP on @Uniswap (+3%).- $11k in $KWENTA (+9%). Total Value ~ $646k (+546%) . Changes:. - Sold $ARB LP & Stables for $JOE LP.- LPed $JOE - $AVAX for 3 days.- Un-LPed today and converted all to $JOE.
Day 57. - $241k in $ARB LP on @traderjoe_xyz (-1%).- $167k in $FLEX LP on @Uniswap (+10%).- $150k in stables.- $53k in $JOE (+58%).- $12k in $KWENTA (+19%). Total Value ~ $623k (+523%) 🔥. Changes:.- Bought $244k of $ARB LP & $50k of $FLEX.
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Seems like one way to farm Yaps is to just engage w Smart Accounts. Will be replying to as many people as I can in this tweet. Lets get the @_kaitoai YAP train going. You Yap, I Yap, We all Yap together.
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Day 71. - $237k in $USDT .- $199k in $ETH Short x5 Lev (-1%).- $127k in $JOE (+18%).- $126k in $PENDLE LP (+25%).- $63k in $KWENTA (-4%).- $2.8k in $ETH (+11%). Total Value ~ $754k (+654%) 🔥. Changes:. - Opened $1m $ETH short w $200k Stables.
Day 70. - $437k in $USDT .- $133k in $JOE (+18%).- $119k in $PENDLE LP (+25%).- $54k in $KWENTA (-4%).- $2.8k in $ETH (+11%). Total Value ~ $746k (+646%) 🔥🔥🔥🔥. Changes:. - Sold $JOE to $437k $USDT.
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Quick recap of the current state of the Crypto : . - @realDonaldTrump : Speaking at $BTC Conference on Jul 25 - 27. - @JDVance1 : Pro Crypto VP appointed. - @Fidelity : Calling $BTC Exponential Gold. - @BlackRock : Calling $BTC Digital Gold. - Germany Government : Sold off.
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Coming soon to the $LUNA ecosystem:. 1. @Mars_protocol .2. @loop_finance .3. @spar_protocol .4. @nebula_protocol .5. @alice_finance .6. @kashdefi .7. @mirror_protocol V2.8. @anchor_protocol integration into Chai. and many more unannounced protocols in the works. (1/2).
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Day 64. - $946k in Leveraged $JOE (+0%).- $496k in Lev USD Debt.- $98k in $PENDLE LP (+3%).- $48k in $KWENTA (-12%). Total Value ~ $598k (+498%) . Changes:. - Moved $JOE to CEX to open Lev long on $JOE.
Day 64. - $486k in $JOE (+13%).- $101k in $PENDLE (+6%).- $58k in $KWENTA (+5%). Total Value ~ $645k (+545%) . Changes:. - Sold $135k of $FLEX LP for $PENDLE and $KWENTA.
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TLDR on $LUNA . 1. Columbus 5 Vote tomorrow.2. $UST on @CoinbasePro .3. Wormhole v2 went live .4. @terra_money apps deploying after Columbus 5 release. Don't understand how people are still sleeping on $LUNA. Buying up $LUNA with all my spare funds. #WGMI #LUNAtics.
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$ANC Staking APR at 33%. This is just from $PSI Airdrops and normal $ANC rewards. What happens when:.1. $LUNA APR increases from $OZ Burn.2. $GLOW, $KUJI, $VOID, KINETIC and $HALO airdrops are included.3. New bAssets are added.4. $ANC Buyback is increased. #IYKYK 😉
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Sold $PENDLE. Bought $RDNT. Lped into $RDNT - $ETH Pool on @traderjoe_xyz . Range as shown below
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Day 73. - $438k in $JOE (+6%).- $124k in $USDT.- $113k in $PENDLE LP (+19%).- $55k in $KWENTA (-2%).- $55k in $RDNT Short x2 Lev (+9%).- $2.8k in $ETH (+10%). Total Value ~ $788k (+688%) 🔥🔥🔥
Day 72. - $251k in $RDNT Short x2.5 Lev (+6%).- $203k in $ETH Short x2.5 Lev (+2%).- $124k in $JOE (+10%).- $122k in $PENDLE LP (+27%).- $64k in $KWENTA (+13%).- $2.8k in $ETH (+11%). Total Value ~ $766k (+666%) 🔥
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For those asking, my TG is free and open to all. Just my refuge for all the bots and noise on X. Still will use both platforms. Grp link:.
Been rambling a lot on my TG channel . Feels much easier to be shoot off adhoc thoughts compared to X. Also feels less spammy and w fewer bots. X definitely has a larger reach and better to get wider feedback from people that doesn't follow me.
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Day 72. - $251k in $RDNT Short x2.5 Lev (+6%).- $203k in $ETH Short x2.5 Lev (+2%).- $124k in $JOE (+10%).- $122k in $PENDLE LP (+27%).- $64k in $KWENTA (+13%).- $2.8k in $ETH (+11%). Total Value ~ $766k (+666%) 🔥
Day 71. - $237k in $USDT .- $199k in $ETH Short x5 Lev (-1%).- $127k in $JOE (+18%).- $126k in $PENDLE LP (+25%).- $63k in $KWENTA (-4%).- $2.8k in $ETH (+11%). Total Value ~ $754k (+654%) 🔥. Changes:. - Opened $1m $ETH short w $200k Stables.
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A quick review of how 2024 is playing out so far:. 1. Delta Neutral Stables becomes a new trend. Synthetic dollar probably a better wording instead of stable. Pretty much dominated by @ethena_labs . $1.3b TVL and growing. More integrations and partnerships incoming for $USDe
DeFi Predictions for 2024. 1. Delta Neutral Stables becomes a new trend. Algo stable coins died off significantly since the $UST collapse. 2023 saw LSD Stable Trending . $LYBRA , $PRISMA & a few others picked up significant TVL. These projects allowed user to gain price
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$JOE popping off. There was so much time to accumulate a sizable position in the past months. Now just gona ride the @TraderJoe_xyz wave and enjoy the journey. LFJ.
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Market is red today and in need of some positivity - . Doing a giveaway for fellow #LUNAtics . 1. Follow @Astroverse_NFT and me. 2. Join Astroverse Telegram at : 3. Retweet and tag 2 friends. Random winner gets 10 $LUNA ( Worth $350) in 24 Hr. GL 😉.
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The @HyperliquidX vault got rekt by a user self liquidating again. The HLP vault took on a large $JELLY short and the coin got sent. I think we start seeing caps towards positions for such illiquid alts. Way too easy to manipulate these illiquid markets. HLP vault down $10m
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Day 64. - $486k in $JOE (+13%).- $101k in $PENDLE (+6%).- $58k in $KWENTA (+5%). Total Value ~ $645k (+545%) . Changes:. - Sold $135k of $FLEX LP for $PENDLE and $KWENTA.
Day 63. - $481k in $JOE (+11%).- $145k in $FLEX LP on @Uniswap (-4%).- $14k in $KWENTA (+38%). Total Value ~ $640k (+540%) . Changes:. - None.
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Delta Neutral Strategy. Long $BTC on @HyperliquidX -10.95% APR. Short $BTC on @OstiumLabs +160% APR. Net Rewards:.- 149% on $USDC.- Ostium Points.- Potential $HYPE rewards in the future. Good RR. Low Risk. You're welcome.
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$LUNA ecosystem updates 18 - 25th Apr 2021. $COIN listed on $MIR. @oxisdotcom & @Monedo_official integrates @anchor_protocol . @RobinhoodApp CEO @vladtenev revealed as $LUNA early investor. @AlphaFinanceLab to integrates #Terra Assets. $UST hits $1.85b mc. (1/3).
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Some Predictions I have for $LUNA in 2021. 1. $LUNA will be listed on @coinbase .2. $LUNA to enter top 10 mc.2. $UST mc passes $10b.3. $MIR volume explodes with margin trading enabled. 4. $ANC become the industry standard for stable ROI in crypto. Lets fking get it .
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10k challenge Day 1 Updates. Portfolio: .- $5812 @graciehartie Shares (+53%).- $3000 USD.- $2100 $SHARES ( +5%) .- $1281 $ETH (-0.6%). Total : $13,210 (+31.9%). Summary:. - Closed out Friends 3x perps for $1100 profits. Funding rates was getting out of control. Referral Link
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TLDR:. @ethena_labs Sats Campaign on @0xMantle will kickoff tomorrow (2 Apr 2024). Hold $USDe on @0xMantle 2x Sats .Hold $sUSDe on @0xMantle 1x Sat. @pendle_fi : 20x sats per USDe held in $USDe YT or LP position. @eigenlayer points: 0.0012 EL per $USDe/ day (Yes you get EL.
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Day 49. - $268k in Stables.- $66k in $JOE (+35%).- $42k in $ETH (+0%).- $15k in $KWENTA (+44%). Total Value ~ $391k (+291%) . Changes:.- Sold $178k $JOE for Stables.- Sold all $RDNT for $ETH.
Day 48. - $266k in $JOE (+53%).- $93k in USD.- $35k in $RDNT (+29%).- $15k in $KWENTA (+50%). Total Value ~ $409k (+309%) 🔥🔥🔥. Changes:.- Sold $210k $RDNT for $JOE.- Sold all $LQTY for USD.- Sold $65k $JOE for USD.
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Some interesting delta neutral positions to consider on @HyperliquidX and @IntentX_ . $WLD Delta Neutral x3 Lev.- Long $WLD on @IntentX_ .- Short $WLD on @HyperliquidX .- Net funding 207% APR x 3 = 621% APR .- Farms both $INTX & @HyperliquidX Points. $FTM Delta Neutral x3 Lev.-.
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Day 51. - $269k in $JOE (+18%).- $86k in $MUTE (+7%).- $60k in $USDC.- $46k in $ETH (+2%).- $14k in $KWENTA (+39%). Total Value ~ $475k (+375%) . Changes:.- Sold $JOE for $USDC.- Bought $40k $VSTA w $USDC and flipped for $ETH .- Bought $80k $MUTE.
Day 51. - $376k in $JOE (+1%).- $14k in $KWENTA (+39%). Total Value ~ $390k (+290%) . Changes:.- Sold all $ETH and USD for $JOE.
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