Top Results463 results
Shuffle: Stacking USDC from Casino Profits While Awaiting Rerating
This flight-to-safety behavior, combined with genuine USDC yields, presents an attractive risk-adjusted...Despite weekly yields reaching ~48%, only about half of SHFL’s circulating supply is currently staked...Unlike tokens delivering value through buybacks or typical DeFi “yields” from inflationary emissions,...
19 Min
Betting
Jul 2025
April Showers… May Flowers? - Macro & Markets May 2025
Add in rising bond yields, persistent inflation expectations, the Fed’s steadfast policy stance, and...Global Fiscal Sustainability & Spiking Bond Yields The tariff situation has catalyzed a global shift...point, with concerns about the sustainability of its government debt evidenced by rapidly rising JGB yields...
25 Min
Macro & Markets
Jun 2025
The Future of Order-Book Liquidity (Part II - deUSD)
All yields initially go to the OCF, with user rewards subsidized by Elixir Potions.
12 Min
Orderbook
May 2025
Macro Signal Monday: BTC Holds the Range and Geopolitics Takes Center Stage (06/23/2025)
Neutral Regime) Monetary Outlook: Dovish tone supports July cuts Macro: Risk-on across equities, yields...signaling support for a July rate cut, triggering rallies across equities and a further drop in short-term yields...Moderately BullishManufacturing remains soft (PMI stable), but broad risk-on behavior across equities and yields...
9 Min
Macro & Markets
Jun 2025
Hope Metric : Macro Signal Monday (05-19-2025)
...still buying BTC directly (>$860M in corporate buys) Macro conditions are mixed: volatility rising, yields...Signal 2: Macro Indicators & Market Expectations – Mildly Bearish Bond yields jumped on Moody’s...Volatility Creeping Higher: VIX and yields are both climbing, signaling macro discomfort.
4 Min
Macro & Markets
May 2025
USD.AI: Financing the Future of AI Infra
The key takeaway from the model is that a levered strategy yields an IRR of 93.8% and a multiple on invested...insulated from market cycles. sUSDai offers a compelling return without venturing into the truly illiquid yields...
14 Min
Infrastructure
May 2025
Something’s Gotta Give
The Pledge Renewed inflation worries, soaring bond yields, growing deficit concerns, a strong US dollar...“Peak dovishness” may have marked the bottom in UST yields…but inflation is not the biggest driving force...Rising yields means bond prices are falling, which means more losses for bond holders.
7 Min
Macro & Markets
Jan 2025
The Path to DeFi's ETF Moment: The Rise of Morpho, Curators, and Mullets
This fusion would create undeniably better alternatives to TradFi products with more compelling yields...As a result:  Lenders earned rates closer to what borrowers actually paid, rather than diluted pool yields...Instead of requiring users to manually manage risk, yields, or market selection, vaults automate that...
26 Min
DeFi
Apr 2025
Market Musings - Uncertainty Permeates The Market
We’re also seeing UST yields begin to tick up across the entire curve after falling for much of the last...Again, could rising yields combined with an up only gold price be the early signs something yet to come...we discuss changes in the macro environment, and what to expect from the global liquidity outlook, yields...
13 Min
Macro & Markets
Feb 2025
Ethena YT Yields Jump
Ethena yields have exploded again, which has created some notable opportunities at the moment....make the S3 airdrop smaller or not pay out an airdrop altogether, which would significantly hamper yields...
3 Min
DeFi
Dec 2024
Squads' Expansion from Multisigs to Crypto-Native Fintech Infrastructure
Fuse Earn Users can accrue native yield generation through Fuse Earn, a curated platform to earn yields...deposit stablecoins into Drift’s lending markets through the Drift integration, automatically earning yields...
26 Min
Infrastructure
Feb 2025
The Public Crypto Accumulator Era - Part 1
Persistent inflation, expanding sovereign debt burdens, and the erosion of real yields have made investors...It reacts to shifts in real yields, central bank positioning, and broader liquidity conditions.
31 Min
Macro & Markets
Jun 2025
Reassessing Monetary Architecture in the Age of Crypto
If people have access to money that is always liquid, free of credit risk, and also yields interest,...Now granted, issuers like Tether currently don’t pay out yields to their depositors, but that’s beyond...macro effect rhymes – fewer Treasuries circulating, tighter liquidity, and a marginal upward bias on yields...
9 Min
Stablecoins
Jun 2025
Hope Metric : Macro Signal Monday (06-09-2025)
Institutional BTC treasury activity remains strong (Reitar, Strategy, others) Macro tone improving: VIX, yields...The VIX ticked down to 16.9, 10-year Treasury yields eased slightly to 4.47%, and gold gained 1%.
6 Min
Macro & Markets
Jun 2025
Tariff-Free Market Views
Ethena, unlike other synthetic dollar products, benefits as yields come down as speculation goes up hence...leading to higher yields.
3 Min
Macro & Markets
Apr 2025
Macro Signal Monday: BTC Sentiment, Flows, and Macro Align as Market Eyes Breakout (06/16/2025)
Strategy adds $1B; Metaplanet crosses 10,000 BTC Macro: Risk tone improving (VIX down, equities firm, yields...Ten-year Treasury yields remain stable near 4.47%, and oil is off recent highs, easing inflation pressure...
6 Min
Macro & Markets
Jun 2025
Covalent: On-chain Data Meets Agency
...agents evaluate risk factors and potential returns, and execution agents reallocate assets to maximize yields...
13 Min
Infrastructure
Jun 2025
Sui's Q1 Wrapped: BitcoinFi, MEV, and Scaling
...sidestepping the inefficiencies of AMM slippage, and supports lending deposited assets for boosted yields...
13 Min
Infrastructure
Apr 2025
Market Musings - New Year, More Volatility
...we discuss changes in the macro environment, and what to expect from the global liquidity outlook, yields...
13 Min
Macro & Markets
Jan 2025
Positioning Early: Kittenswap, Hyperswap and the HyperEVM DeFi Opportunity
HyperEVM Farming Opportunities: Stacking Yields & Multiple Point Programs For farmers seeking early...HyperSwap points, the corresponding HypurrFi/Keiko points, and slightly higher APRs relative to the yields...Both are running points programs with good yields, exposure to other leading protocols on HyperEVM that...
9 Min
DeFi
May 2025