Luke Leasure
@0xMether
question assumptions, challenge conventions, embrace uncertainty, explore complexity Research @blockworksres / formerly @blkswanresearch
1/ @ethena_labs, @pendle_fi, & @aave together form one of the fastest growing dynamics within DeFi. Top of the funnel to this dynamic, the USDe supply has grown over 100% this past month, crossing $11.4B 🧵
1/ @sire_agent and @webuildscore are redefining sports prediction markets. By using AI to analyze videos and transform sports gameplay footage into actionable trading intelligence, they’re turning onchain prediction markets into an emerging investable asset class. 🧵
How much of @ethena_labs’s liquid backing can safely be deployed on @aave without risking redemption capacity? We built a dynamic stress-testing framework to find out. Here’s what we learned 👇
"We view @KaminoFinance as one of our highest conviction projects within Solana DeFi and money markets at large." @0xcarlosg and I cooked on this one. Sub to BWR for more.
Trailing 30-day change in TVL on @pendle_fi Pendle has demonstrated its largest-ever growth cycle, which began in May, coinciding with @aave listing PTs Over $13B now on Pendle
1/ With over $3B in liquidity, @pendle_fi dominates the vertical in which it operates. Tailwinds are present for growing Pendle’s utilization, distribution, and revenue. - PTs coming to @aave - Permissionless listings - YT take rate from 3% to 5% - Boros upgrade 🧵
Fundraising looks different this cycle. Rather than venture-stage checks, the majority of new capital formation is occurring at the IPO/Post-IPO stage (IPOs and DATCOs) explaining much of the recent rise. Discussed more in today's @0xResearch newsletter.
United States الاتجاهات
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- 19. Dan Quinn N/A
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