Yesterday I had the chance to chat with the @avantprotocol team, and wow, there were so many things I didn't know before:
⇒ Like most robust stablecoin protocols, they use both @HypernativeLabs and @pagerduty.
⇒ They also use @trailofbits for operational security audits.
⇒ They use @zeroshadow_io for threat response.
⇒ They achieve above-average returns by providing sticky liquidity to teams like Ethena and Syrup.
⇒ Instead of using common yield-passing mechanisms, they deposit all unstakinged avUSD yields into a reserve, which acts as a super-subsidiary tranche, absorbing losses up to avUSDx.
⇒ This reserve currently holds approximately $1.3 million (covering up to 1% net asset value loss).
⇒ They started generating profits in their second month (very rare in the DeFi space).
In short, their risk management efforts far exceeded my expectations, and their strategy is amazing (still very conservative in terms of USD) and completely transparent. They are currently still in Phase S1, and there are rumors that they aim for a token offering (TGE) in mid-Q2.
While I absolutely cannot and will never guarantee the security of any stablecoin protocol, I must say that they appear to be among the better protocols; they are indeed striving to minimize risk while maximizing returns through a conservative strategy.
Very good.
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Fishman #FishHall
03-31 15:14
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Good afternoon, brothers. I'm so fed up with this awful weather in the South! It's been raining every single day, endless drizzle.
✅️ Market Review: The market trend is basically the same as yesterday's blog post, within a range. There was another dip in the early hours of last night, with Bitcoin reaching a low of around 66200 and Bitcoin around 2010. It was another targeted sell-off, followed by a rebound. Currently, the market is stabilizing and entering a range-bound phase again.
✅️ Today's Market Analysis: As of now, Bitcoin is priced around 67600 and Bitcoin around 2060. The intraday outlook remains bearish. There will likely be multiple shakeouts for the bulls, allowing short sellers to buy in with a small rebound. The key point is that these next few days may be a trap for bulls, followed by a bloodbath around the Qingming Festival!
Resistance and Support
BTC 68000/68400/69000
67000/66500/66000
ETH 2100/2150/2200
2030/2000/1950
✅️Today's Recommendations and Holdings
Current holdings: Mainstream cryptocurrencies: ETH, BTC, Sol, OXB; Altcoins: ChZ, Pepe, ENA, FET. Sell if there's a price surge in the next few days.
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CryptoRank.io
03-30 22:07
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🔓 7 Tokens to Watch Next Week Unlocked
The following tokens will unlock next week, with the highest unlock amounts:
$SUI - $47.19 million
$EDGE - $11.82 million
$BEAT - $10.53 million
$FF - $9.66 million
$OPN - $8.29 million
$ENA - $8.63 million
$EIGEN - $6.38 million
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Wu Blockchain
03-30 11:36
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According to Tokenomist, one-time large-scale token unlocks exceeding $5 million in value over the next 7 days include HYPE, SUI, ENA, GUN, OPN, and EIGEN; daily linear large-scale token unlocks exceeding $1 million include RAIN, SOL, CC, Trump, WLD, DOGE, and TAO, with a total unlock value exceeding $643 million.
Source:
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Wu Blockchain
03-30 10:58
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According to Wu, Tokenomist reports that the following funds will have large single-transaction unlocks (unlocking amounts exceeding $5 million) in the next 7 days: HYPE SUI ENA GUN OPN EIGEN; and large linear unlocks (single-day unlocking amounts exceeding $1 million) in the next 7 days: RAIN SOL CC TRUMP WLD DOGE TAO, with a total unlocking value exceeding $643 million.
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Lao Mo
03-29 15:57
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Guys, today I saw a brutal analysis: If you had invested $10,000 on Trump's inauguration day, how much would you have left?
Looking back at the returns (ROI) over the past year:
$BTC (Bitcoin): $6,400 (relatively the most resilient, still 64% remaining)
$ETH (Ethereum): $6,100
$XRP (Ripple): $4,120
$SOL (Solarana): $3,180
$DOGE (Dogecoin): $2,330 (The truth after the Musk effect weakened)
$ADA (Cardano): $2,270
$AVAX (Avalanche Protocol): $2,260
$DOT (Polkadot): $1,820
$SUI: $1,770
$ENA: $1,050 (Almost back to where it started)
$APT (Aptos): $1,010
$TRUMP (PolitiFi token): $460 (Down 95%)
$MELANIA (related meme coin): $100 (Almost zero)
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Token Terminal 📊
03-29 10:14
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Top 5 tokenized funds by on-chain market capitalization:
1. $sUSDS (@SkyEcosystem)
2. $sUSDe (@ethena)
3. $USYC (@circle)
4. $BUIDL (@Securitize)
5. $syrupUSDC (@maplefinance)
The next target is $100 billion, then $1 trillion.
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Stephen | DeFi Dojo
03-27 16:59
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1) $apyUSD @apyx_fi
Base Annual Interest Rate: 8.3%
Focus: @Morpho
Maximum Annual Interest Rate: 18%
Notes:
► Tokenized preferred stock (affected by STRC and SATA volatility)
► Low liquidity ($400,000)
2) $PRIME (@HastraFi / @Figure)
Base Annual Interest Rate: 7.5%
Focus: @kamino
Maximum Annual Interest Rate: 12.57%
Notes:
► PRIME is backed by Home Equity Credit Lines (HELOCs) and securitization, providing holders with short-term (30-45 days) underlying loan exposure.
► Kamino's interest rates may be highly volatile.
3) $sNUSD @Neutrl
PT-sNUSD-4JUN
Base Annual Interest Rate: 8.3%
Focus: @Morpho
Maximum Annual Interest Rate: 25%
Notes:
► Neutrl While it possesses proof of real-time solvency, it has not disclosed all of its underlying strategies, although it has verified the stablecoin collateral it uses.
4) $nOPAL @NEST_Protocol and @blackopal_fi
Base Annual Interest Rate: 11.3%
Revolving: @Morpho (Mystic)
Maximum Annual Interest Rate: 55%
Notes:
⇒ Backed by Brazilian credit card receivables
⇒ Black Opal's own assets under management (AUM) are only about $20 million
⇒ Lending rates are compressed by the PLUME incentive mechanism (although the team says this mechanism is expected to continue)
⇒ Currently extremely low liquidity (50,000 USDC)
⇒ Average redemption time is 30 minutes, up to 4 days
5) @reservoir_xyz
Base Annual Interest Rate: 4.7%
Revolving: @Morpho (11 million USDC available)
Maximum Annual Interest Rate: 16%
Notes:
⇒ While this has historically been one of the least risky investment revolves, if you use 15x leverage, a negative interest rate could result in significant losses. ⇒ They hold shares in steakhouses and smoked restaurants, which typically also hold shares in Ethena.
Disclaimer:
Ambassadors for Apyx and Neutrl, RWA enthusiasts
Join us to discuss earnings and compete for the title of Best Farmer in the dojo!
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Token Terminal 📊
03-27 11:27
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Tokenized funds have exceeded $30 billion in size, with Sky (sUSDS) and Ethena (sUSDe) leading the pack.
A tokenized fund is a digital asset representing pooled investment capital, whose asset allocation decisions are executed by a designated fund manager or programmable strategy.
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Fishman #FishHall
03-26 16:53
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Good afternoon, guys! The weather in Hunan is awful! It's been ages since I've seen the sun; it's been like the plum rain season every day!
I just woke up and checked my phone to find six calls from my parents. Thinking something bad had happened, I quickly called back. They scolded me for not answering the phone, and even my wife, whose phone was on silent, didn't hear them!
Nothing much, just telling me that a classmate of mine has oral and tongue cancer, and that I can't eat betel nuts or anything else. There's so much junk food these days; I really need to take care of my health!
👉Getting back to the point, let's talk about the market. Thursdays are usually pretty bad, haha!
✅️The market remains in a consolidation range.
BTC is trading between 70,500 and 72,000.
ETH is trading between 2,140 and 2,200. Intraday trading can consider buying low and selling high at these levels, with stop-loss orders at 0.5 points each.
For example, if you buy at 70,500, you must stop-loss if it falls below 70,000. However, intraday trading inherently offers limited profit potential for short-term trades.
✅️In the spot market, the AI sector remains strong, especially Tao.
I highly recommend Fet.
Fet has great potential if the market moves in your favor.
I'm optimistic about a potential rally in altcoins in April.
I've been gradually buying some in the last couple of days.
My current altcoin holdings include:
Chz
Fet
Pepe
Ena