wolf | Lending Supercharged
@wolf_indexed
Followers
709
Following
6K
Media
256
Statuses
1K
i like onchain | research analyst @redstone_defi
coffee shop
Joined October 2024
Imagine not doing crypto data. Couldn't be me. Data must flow 🤌.
0
0
8
Trust me. In 12 months the CT threadoors instead of recycling the same protocol threads 10x over will start dropping half-assed DCF models and multiplier valuations to attract the increasingly tradfi crowd. RWA Summer 🌞
0
0
7
.@Token_Logic Aave analytics is absolutely great. Zero follow-up questions needed - they cover everything you could want to know about the protocol. The standard for the entire industry.
4
1
27
Sharing this because it's one of the most common @Dune beginner mistakes. Was hunting for a proper Aave TVL dashboard and found this community build: summing the 'amount_usd' column gives you deposit values AT THE TIME OF TX, not current values. Instead? Take the 'amount'
7
0
20
The incentive campaign breakdown 👇.
1/ $USDC & $WETH deposits and borrowings have hit all-time highs on Aave Base. For $USDC:.→ Deposits reached $185M.→ Borrowings reached $161.48M. For $WETH:.→ Deposits reached 96,500 WETH.→ Borrowings reached 86,730 WETH. The recent incentive campaign brought in fresh
0
0
0
.@aave absolutely crushed it on Base this week. 7.7% TVL WEEKLY growth. $90M fresh capital since the new incentive campaign launched. DeFi will win. 🟦
5
2
72
5/ Shoutout to @tokenterminal studio for the data. Made this breakdown super smooth to put together.
Just used @tokenterminal studio for the first time and am genuinely impressed with how straightforward it is. Good tool for high-level benchmark analytics without the usual hassle. Definitely worth a look.
0
0
3
4/ Obviously, this is just one week of data, so there's plenty of noise in the signal. Keeping tabs on Aave's full 6-month program 🫡. And again, I truly believe long-term there's room for multiple protocols in the money market space. DeFi will win.
1
0
2
3/ Cumulative Percentage Growth from Baseline (2025-07-23). This clearly shows Aave had a much better week on Base than Morpho when it comes to attracting and retaining capital. 7.7% weekly growth rate for Aave.
1
0
2
2/ Daily TVL changes during Week 1. Aave jumped hard on day one, but this wasn't necessarily money leaving Morpho. What's most important: Aave captured more net-new capital despite starting from a smaller base TVL. This actually breaks the money market moat theory. The next
1
0
1
1/ Quick context. Last week, Aave DAO launched migration incentives targeting Morpho's market share on Base. Morpho fired back immediately by ramping up their own rewards. Full backstory in the original thread.
🟦 wars begun. Why @aave just played a brilliant chess move against @MorphoLabs?. 👇
1
0
1
🟦 Wars Update: Week 1. The gloves came off last week. Both @aave and @MorphoLabs unleashed massive incentive campaigns targeted at Base users. One week later? Aave wins the battle. The breakdown 👇
6
3
27
Just used @tokenterminal studio for the first time and am genuinely impressed with how straightforward it is. Good tool for high-level benchmark analytics without the usual hassle. Definitely worth a look.
0
0
2
RT @redstone_defi: LENDING SUPERCHARGED. RedStone Atom is live. The first oracle with liquidation intelligence, designed for the needs of….
0
67
0
This is something I constantly question when writing. Should I use “on-chain” when talking to TradFi audiences or go full onchain mode?. Thanks for solving this one, everyone. 👍
4
1
5
gurom.
gurom labs is excited to announce a 21.37M PLN Private Sale fundraising round, led by JP2VENTURES to expand its Future of Poland vision 🇵🇱🧵
0
0
7
The best YBS (Yield Bearing Stablecoin) out there? . @gauntlet_xyz gtUSDa 🤌. @stablewatchHQ peep this one out.
12
3
27
7/ Overall, the DeFi pie will grow. Room for both AAVE and Morpho long-term, plus others. Each money market is innovating heavily this year. DeFi will win. Onwards! 🫡.
1
0
24