Z.
@justz_eth
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Class of 2017 | Serial DeFi Apps builder, X comms & DAO ops. Contributing to @spectra_finance @harvest_finance | Building @EarnbaseFinance
Metaverse
Joined November 2015
Introducing https://t.co/Lub0hNTtBV - a simple tracker of defi products and their pure, raw returns. No points programs, manually claimable rewards, or hardcoded rates in the mix. Starting with single exposure USDC opportunities on Mainnet. In the past 30 days, despite the
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How curators can double their AUM with @spectra_finance MetaVaults The blueprint: 1. Re-deposit funds under direct control / LP deposit recommendation into a MetaVault 2. MetaVault allocates to a pool powered by a receipt token of Morpho/Euler/Lagoon/IPOR/Gearbox vault
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had an exciting deep dive into @WildcatFi this weekend impressive UXUI - thanks for the ping and explainers @andfletcher1 @functi0nZer0
We are now tracking @WildcatFi markets of @wintermute_t The first private credit yield sources listed on our platform. Above-average industry rates by lending assets directly to entities like Wintermute. Expainer 👇 Wintermute is now paying a fixed APR of 10.75% USDT 10.5%
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My side project @EarnbaseFinance is getting some traction lately both on X and the site itself with Google and ChatGPT traffic picking up
Introducing https://t.co/Lub0hNTtBV - a simple tracker of defi products and their pure, raw returns. No points programs, manually claimable rewards, or hardcoded rates in the mix. Starting with single exposure USDC opportunities on Mainnet. In the past 30 days, despite the
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We now track cbBTC. Top-performing sources: 1. @WildcatFi : @wintermute_t 2. @lagoon_finance : @tulipacapital x @nine_summits 3. @yield 4. @eulerfinance 5-6. @yearnfi 7. @RDNTCapital 8. @ArcadiaFi 9-10. @harvest_finance
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Will report back once I get a sense of a full user flow, what to expect after making a deposit etc
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I am now experimenting with @RumpelLabs and their fresh inclusion of Spectra YTs into the platform. The idea of being able to sell Points into hard USDC before the Points Program actually materializes into an airdrop is definitely something our users will find useful
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A sneak peek into @spectra_finance MetaVault Docs & Curator App Key MV benefits for curators: • new layer to make onchain business & deals • greater control over PT/YT issuing stack • immunity to TVL dips during pool expiries • higher yield potential via YT yield → LP
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@totomanov “Go the extra mile to make your users feel safe” @eulerfinance is a textbook example. My feed was flooded with audit updates before relaunch - seemingly boring for CT, but crucial for capital allocators. It surely played a big part in their comeback eg: https://t.co/6QoiJ200qN
The full timeline of Euler v2 audits. Altogether, we conducted 26 audits and we've worked with +13 security firms.
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IPOR found its PMF, through what initially was their side project - Fusion. There, I said it at $16M TVL See you at $160M TVL, then $1.6B. The next Veda-alike vault infra provider in the making.
How many yield aggregators, optimizers, autopilots, and asset managers will be using Fusion under the hood before year end?
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proclaimed dead by many, Harvest kept building throughout the years people start to rediscover the platform and the most powerful yield setups in town
Harvest TVL is closing in on last year’s ATH. Fueled by the new Autopilot product line.
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mood
This is what an organic product adoption looks like Below is Harvest's USDC Autopilot, as seen via @ipor_io charts Continuous sharp and irregular chart edges are user deposits piling up in an organic fashion - 263 users discovered Autopilots in the past 20 days so far
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Data based on the inwstETHs Spectra pool: https://t.co/7Ciqbr8HT3 Dune query pulled by @0xNunoS
https://t.co/2OApP9Resr
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Two notable functions of Spectra pools: 1. Service PT and YT swaps 2. Act as a beacon attracting liquidity to the issuing entity’s vault - typically via LPs, but also via external users (not prior vault token holders) interacting with Spectra tools
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The end user gets PTs or YTs, focused on securing a good deal and less on who powers the vault behind the pool. In the case of the inwstETH pool, this activity - driven by regular traders, not intentional LPs - channeled liquidity into @InceptionLRT’s vault and grew its TVL.
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When users obtain PTs or YTs via Spectra’s Fixed Rates or Yield Leverage tools, they often pay with ETH, USDC, or wstETH. Spectra, to complete the swap, zaps these into the pool’s vault token (here: inwstETHs), increasing the issuing protocol’s TVL - @InceptionLRT in this case.
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Fascinating data by @0xNunoS of @InceptionLRT In just over 100 days, their Spectra pool funneled 1,581 wstETH (~$4.7M) of additional TVL into InceptionLRT → ~6% of the protocol’s TVL. and much of it didn’t come from intentional pool LPs on underlying pipes and flows ↓
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watching Autopilot inflows in real time via @portals_fi upcoming explorer portal thanks @cryptonomik for giving me a sneak peek!
This is what an organic product adoption looks like Below is Harvest's USDC Autopilot, as seen via @ipor_io charts Continuous sharp and irregular chart edges are user deposits piling up in an organic fashion - 263 users discovered Autopilots in the past 20 days so far
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