Eldar
@eldarcap
Looking for asymmetric bet and undervalued crypto project in DeFi. Not financial advice.
> One might make money investing directly in [asset], but how much safer and wiser to let it be accomplished by the men of peculiar knowledge, and wisdom. This passage about 1920s investment trusts seems very relevant to the treasury company mania.
“Any possible tendency of the common stockholder to interfere with the management was prevented by selling him non-voting stock or having him assign his voting rights to a management-controlled voting trust.” What I’m reading: The Great Crash: 1929 by John Kenneth Galbraith
Don’t forget the time window for $NILE migration. Max lock or sell. No alternative
Final Reminder For Migration: Things are moving along quickly toward the release of Etherex. The last chance to lock any more veNILE for the migration snapshot will be Friday, July 25, 2025 11:59 PM EST. Any NILE locked after this time will not qualify for the migration and…
REMINDER : if you are invested in @NileExchange $NILE token, you must max lock them before tomorrow to benefit from the @etherexfi airdrop allocation (25% of the $REX initial supply dedicated to $veNILE). There are currently a lot of naked $NILE idle or in liquidity which will…
Fixed rate borrowing is coming to DeFi. One way or the other.
📣 Exactly Protocol extends its fixed-rate markets to 9 active pools. A new maturity has been added as part of the progressive expansion outlined in [EXAIP-08], which aims to reach 25 fixed-rate pools by 2025.
When you invest you have to understand to who you are giving money. To whom you are giving value (ideally the protocol/power builder) and to whom you are potential exit liquidity. If the answers is not clear or don’t satisfy you, don’t invest.
Can you please dilute a bit the $sDOLA yield? It is almost 10% for stablecoin saving rate where there will soon be no bad debt. It is furthermore organic and sustainable. It is more than double the $sUSDS rate from @SkyEcosystem. Go check @InverseFinance
The @CurveFinance X @0xfluid war is strong these days. It is hard to judge what has merit among the noise and the bias of each participants. But at least it is always entertaining
Is that a real tweet? Crypto entertainment at its finest. It also shows that a lot of volume on Hyperliquid might be people farming the second airdrop. That is the main reason why $HYPE is uninvestable to me before the unlock and the next airdrop. Then we will see the real…
I'm not unprofitable I'm just farming the hyperliquid airdrop
Was Lybra still a thing? It didn’t make sense from the beginning.
After carefully evaluating the project’s current status, we’ve made the tough decision to gradually cease support for the Lybra Finance UI front end and community over the next three months. Here’s our planned timeline—thank you for all your support:
It should rather use that money to bootstrap long lasting $USDS usage in the DeFi fabric that will pay up dividend on the long term. Buyback should be a when there isn’t better business development usage for the funds or if the token value is really devalued.
Last week, the Sky Protocol used 1.35 million USDS to buy back 17.13 million SKY. So far, the protocol has bought back over 1 billion SKY.
surely the most performative action ever? why give yourself an allocation in the first place 😭😭
Sonic Labs just burned 100% of its 1,866,256.59 $S allocation from the airdrop. Current value: $754,902.66. sonicscan.org/tx/0x0379205a4…
Treasury companies likely don’t make sense long term. I haven’t found any clear concrete explanation on how the trade works if the asset is not continuously rising in price. There are a way for the founder to make a quick buck by transferring the ownership of the assets bonded…
A nice $SWISE rally from the fundamentally undervalued $ETH liquid staking protocol @stakewise_io. If you have been following my account you could have caught most of this leg up. The importance of allocating to fundamentals in DeFi. And having conviction.

Starting to be a bit late if you didn’t allocate $ETH anon. Maybe don’t wait for the providential dip. There likely will be one but they might not be lower than the current price.
Don’t overthink it if you are new to crypto. Simply DCA into $ETH without trying to catch a lightning in a bottle and losing it all.
It seems likely that @SkyEcosystem should spike the rate of $sUSDS a bit.
I really like the new @NileExchange DEX @etherexbuild name: Etherex Generally, nicely formatted Ethereum prefixed naming are pretty cool if well done. Like - @ethena_labs - @etherealdex - @Etherealize_io
I love it, only 999,901 more to go and you’ll reach Ethereum level! 😍
This is what a blockchain is supposed to look like. This. Is. Monad.
So that is the new @LineaBuild DEX from @NileExchange and @Consensys: @etherexbuild
Linea × @Consensys × Nile present: Etherex, @LineaBuild 's “vibrant new DEX” built for true decentralization and user alignment. The most Ethereum Aligned DEX on the most Ethereum Aligned Chain. More Information coming (very) soon