Accueil
Notification
Profil
Articles populaires
Actualités
Favoris
Historique
Centre pour créateur
Paramètres
hexonaut
9
Publications
hexonaut
Signaler
Bloquer l’utilisateur
Suivre
0
Suivis
0
Abonnés
0
J’aime
0
Partagé(s)
Publications
hexonaut
·
--
Deep diving on DeFi accounting. Tracking "real" demand of a stablecoin is not trivial. Looking at total liabilities is probably the worst method, but to get a real number, you must track idle supply across all protocols. There is interesting nuance in protocols like Pendle where USDS is out of circulation and has no market effect. Beware headline TVL numbers, they do not paint the whole picture, and this will be increasingly gameable/complex to analyze.
Deep diving on DeFi accounting. Tracking "real" demand of a stablecoin is not trivial.
Looking at total liabilities is probably the worst method, but to get a real number, you must track idle supply across all protocols.
There is interesting nuance in protocols like Pendle where USDS is out of circulation and has no market effect.
Beware headline TVL numbers, they do not paint the whole picture, and this will be increasingly gameable/complex to analyze.
PENDLE
hexonaut
·
--
Spark Liquidity Layer passes 4 billion in assets deployed.
Spark Liquidity Layer passes 4 billion in assets deployed.
hexonaut
·
--
It looks like the US is destined for persistent inflation and possibly losing its status as the world's reserve currency. I don't think this is a good outcome, and hopefully things like stablecoin adoption+AI can soften the fall.
It looks like the US is destined for persistent inflation and possibly losing its status as the world's reserve currency.
I don't think this is a good outcome, and hopefully things like stablecoin adoption+AI can soften the fall.
hexonaut
·
--
First 1.6m automatically allocated to the @aave USDC market on @base. DeFi rates are moving above tbill yield, so @sparkdotfi will enforce consistent rates on all Aave markets. USD liquidity fragmentation will no longer be an issue on Ethereum/L2s.
First 1.6m automatically allocated to the @aave USDC market on @base.
DeFi rates are moving above tbill yield, so @sparkdotfi will enforce consistent rates on all Aave markets.
USD liquidity fragmentation will no longer be an issue on Ethereum/L2s.
AAVE
USDC
hexonaut
·
--
Spark is the top new market on @pendle_fi and growing rapidly. Welcome all newcomers and long-time friends! Very excited for some big announcements in the coming weeks. LFGT
Spark is the top new market on @pendle_fi and growing rapidly.
Welcome all newcomers and long-time friends!
Very excited for some big announcements in the coming weeks. LFGT
PENDLE
hexonaut
·
--
Spark passes 3b in deployed assets while earning you the best risk-adj yield possible. Combining yield across all major sources: • Tbills / RWAs • Onchain crypto lending • BTC OTC lending • Coinbase BTC lending • Cash & Carry Set it and forget it with Spark Savings.
Spark passes 3b in deployed assets while earning you the best risk-adj yield possible.
Combining yield across all major sources:
• Tbills / RWAs
• Onchain crypto lending
• BTC OTC lending
• Coinbase BTC lending
• Cash & Carry
Set it and forget it with Spark Savings.
BTC
hexonaut
·
--
Blockchains bring many benefits including complete transparency of balance sheets. As a depositor into Spark Savings, you can see exactly where your money is sitting in real-time. No surprises. This is how we fix the banking system and bring the world onchain.
Blockchains bring many benefits including complete transparency of balance sheets.
As a depositor into Spark Savings, you can see exactly where your money is sitting in real-time. No surprises.
This is how we fix the banking system and bring the world onchain.
ETH
USDC
hexonaut
·
--
So glad to be retiring the approve/execute flow. Spark App already bundles groups of actions and batches them for smart wallets. Ethereum is the place to DeFi.
So glad to be retiring the approve/execute flow.
Spark App already bundles groups of actions and batches them for smart wallets.
Ethereum is the place to DeFi.
ETH
Connectez-vous pour découvrir d’autres contenus
Connexion
Découvrez les dernières actus sur les cryptos
⚡️ Prenez part aux dernières discussions sur les cryptos
💬 Interagissez avec vos créateurs préféré(e)s
👍 Profitez du contenu qui vous intéresse
Adresse e-mail/Nº de téléphone
Inscription
Connexion
Sujets d’actualité
WhaleDeRiskETH
2.6M vues
23,173 mentions
I see this as a strong opportunity to pay attention to $ETH The main reason is the wide gap between its current price and what could be considered its fair value. Based on the MVRV ratio, Ethereum is now just as undervalued as it was during: The April 2025 market crash The June 2022 bottom after the Luna collapse The March 2020 COVID crash The December 2018 bear market low Each of those moments turned out to be an excellent accumulation zone for ETH. Historically, periods like this have rewarded investors who stepped in while sentiment was still weak. #WhaleDeRiskETH
Femifire
·
5 mentions J’aime
·
4k vues
GoldSilverRally
594,273 vues
6,947 mentions
BinanceBitcoinSAFUFund
1.5M vues
12,927 mentions
Voir plus
Dernières actualités
Wall Street Shifts Focus to Global Investments
--
Mark Zuckerberg Plans Property Purchase in Miami Area
--
Former De Tomaso CEO Awarded $540,000 by New York Jury
--
Voir plus
Plan du site
Préférences en matière de cookies
CGU de la plateforme