this is the best way to use this site and it’s not even close

$COMP holders should be asking why Gauntlet added risky stablecoin collateral in compound but not in any of their other vaults Why is compound paying for worse risk management than Gauntlet's self-branded competitor system?

need 33 more points on @ethos_network then we can get this slash off that needs to have happened for a long time been waiting and things for this project have gotten worse since i wrote up my notes on it weeks ago slashing still needs 1600 but they nerfed all of our scores

>ct shills new solala land protocol >much new, never been done before >definitely not a tomb fork >check docs >is a tomb fork

Two weeks ago we covered the daisy chain of curator borrowing and lending that created inflated TVL on the back of extreme leverage and a lack of risk management. Where do we stand now with over one billy erased from the paper numbers propping up the curator meta? We ended last

not the hero we deserved, but the hero we needed

@CryptoCoolioYF @Togbe0x Yes, the screenshot matches a real Gauntlet proposal posted on Compound's forum on Nov 4, 2025. They recommend a temporary emergency pause of Ethereum USDC, USDS, and USDT Comets due to liquidity risks in deUSD and sdeUSD tied to Elixir concerns. "Comets" refer to Compound v3's

MEV were heavily exposed to Elixir and Stream and are moving funds to try to cover redemptions in their Midas vault. No idea who is holding the bag here but with no comms from the team it doesn’t look great. Transparency page lists over twice the assets showing on Debank.

gauntlet driving the final nail in to the compound coffin

just woke up what did we miss gm

pools are still vulnerable, about $71 million to attacker so far

active exploit going down on balancer pools and and forks like Beets and others, seems ETH pool specific

we read all of the @tradexyz docs and the main takeaway was you can’t get liquidated on the weekend

Is Yield Fi's yUSD yield stablecoin unbacked? Are liquid vaults participating in illiquid lending deals? Is the whole house of cards pushing TVL to new protocols with unknown risks? We leave it for you, dear reader, to decide in this edition of Spicy Sunday. YieldFi's YUSD

looks like the unit team have been in the lab

tradfi guy goes to washington and invents defi lending

here is another example of market structure issue small bad debt on grows exponentially because of the floating interest rate curve this debt doesn't often show on the UI but small amounts can rapidly increase after there is no liquidity

the pvp games over there are heavily influenced by the weird market structure that comes from the adversarial relationship between vault curators and users here are some actual tips on how to deal with the pvp games over there https://t.co/GNuolP4xwI

it's surprising to me that smart money still does not understand Morpho market structure not a knock on @dcfgod because even curators are in the comments confidently stating wrong things about how the market structure works!

There is a daisy chain of borrowers and lenders in the curator space — most well capitalized, but some are not Lots of leverage still in the ecosystem…including in some non-obvious places Important to understand counterparty risk and where are the weak links in the chain

looking more like @y2kappa thesis is correct and the flash crash was driven by binance api issues leaving their order book completely empty