Pinned Tweet
My current DeFi farming list. 12 strategies. October 17.
Liquid farming:
1. @turtledotxyz T-bills deal (12-15% fixed, 90 days)
2. Wildcat @SeliniCapital loan (9.5%)
3. $AUTO looping on @kamino (25%+)
4. @turtledotxyz private deal (15-30%)
5. @SivoDefi (15%)
6. PT-limUSD (10%)
7. Hyperithm DN trade (15%)
8. PT-sUSDS looping (9-10%)
9. PT-fxSAVE looping (11-12%)
10. PT-USDat-14JAN2027 (9%)
11. Tori (8% + points)
12. Variational + xStocks + funding (5%)
IMO #1 is the best R/R available rn. 12-15% annualized for holding a T-bill-backed stablecoin for 3 months.
Trades:
$JUP long
Entry: $0.21
Takes: $0.49 / $0.82
$GRASS long
Entry: $0.67
Take: $1.14
$wPRL long
Entry: $1.45
Take: f*ck knows, just holding
$RAIL long
Entry: $3
Take: looking for multiples
$SOL long
Entries: $129 / $70
Take: $153
$BTC long
Entries: $74k / $67k / $62k
Take: $89k
Closed 20% of the position at $78k.
$ETH long
Entry: $1,800
Take: $2,900
I'm long, so naturally BTC should go to $40k now 😂
ICO:
• Waiting for Makina and $JUMP
• $WHUF turned into a shitshow. Haven't taken the refund at a 15% loss yet...
Important updates:
> Funding is dead. My positions have been doing around 5% APR over the past week. If this keeps up, I'll close them all.
> Pulled money from @gmtrade_xyz and $PRIME / $PYUSD. Moved it into the Turtle T-bill stablecoin deal at a fixed 12% annualized for 90 days.
> Started a small $AUTO looping position on Kamino. Fixed borrow rate there.
> Closed my $US short. Don't want to keep paying negative funding.
> Variational + xStocks + funding is getting less attractive. Moved it to the bottom of the list.
Solid breakdown on @metricxyz, quick tldr for anyone scrolling:
• $NVDAB pool did $251.8M in volume on ~$947k average TVL, versus $42.7M on $5.46M for PancakeSwap. That's 266x turnover vs 7.8x!
• 12 stock pools processed $1.01B on $7.12M TVL in about 3 weeks, 141x the deposited capital
• $100k $NVDA swap on Robinhood Chain cost 2.8 bp on Metric vs 42.2 bp on Uniswap v3
• $100k $META order cost ~$65 on Metric vs ~$935 on Uniswap v4
• Metric beat Binance on $100k sells in 76 of 87 comparisons, after the taker fee
• The model is similar to Hyperliquid vaults, but for spot: curators run pricing, LPs provide capital.
smaller pool, better fills. LPs gonna have to rethink a lot!
thanks for the shoutout @schemacap
insane numbers, congrats @mick_metric @metricxyz
app.metric.xyz/r/cryptophile
1
9
574
6/7
Morpho Steakhouse USDG Pro | Arbitrum
~7% displayed APY:
- ~2.54% base lending yield
- 4.5 percentage points from $ARB incentives
Exposure: $syrupUSDG
app.morpho.org/arbitrum/vaul…
1
3
397
7/7
@metricxyz USDC/USDT | Ethereum
Carcosa-managed propAMM pool, ~$3.3M TVL.
Currently ~7.5% on the default 7-day Markout APR metric
Good stablecoin yield + Metric points
app.metric.xyz/pool/1/0xaef2…
4
327
Just got a breach notification from @gnosispay
My personal data was accessed
According to the email, the exposed information includes:
• Name
• Shipping address
• My Gnosis Pay account reference
• Card-order information that can identify my linked wallet
So someone could potentially connect my name and physical address to my wallet, its balance and transaction history
That's a pretty serious leak :)
P.S. Card numbers, CVVs and PINs weren't exposed, and no funds were moved from my account
UPD: I got this one wrong. My bad
Wintermute’s official X account contacted me and confirmed that "@ DarrenChia_Wintermute" is Darren’s real Telegram handle
Sorry @rektpenguin and @wintermute_t for the confusion. I should have verified before posting
Too much PTSD from the endless hacks, phishing attempts and dodgy DMs on Telegram and LinkedIn
Jumped to conclusions on this one
Suspicious Telegram account claiming to be Darren Chia from @wintermute_t just DMed me 🚨
Handle: @ DarrenChia_Wintermute
Telegram shows the name was changed 36 days ago
That alone was enough to make me check
But then they asked if I attended the Hypurr event during TOKEN2049. I did...
How did they pick that event?
→ Coincidence
→ Attendee list shared wider than it should be...
No evidence that any event database got compromised. Just guessing
But naming the right event makes a cold DM feel way more legit :)
Sharing screenshots so you can spot this account
If someone reaches out like this, verify them through a separate trusted channel first. Don't open anything they send
Suspicious Telegram account claiming to be Darren Chia from @wintermute_t just DMed me 🚨
Handle: @ DarrenChia_Wintermute
Telegram shows the name was changed 36 days ago
That alone was enough to make me check
But then they asked if I attended the Hypurr event during TOKEN2049. I did...
How did they pick that event?
→ Coincidence
→ Attendee list shared wider than it should be...
No evidence that any event database got compromised. Just guessing
But naming the right event makes a cold DM feel way more legit :)
Sharing screenshots so you can spot this account
If someone reaches out like this, verify them through a separate trusted channel first. Don't open anything they send
$CHIP short
Attempt 2.0
Here You Come Again!
Closed: -$30k
Pure casino
Looks like a crime pump
Worst year in crypto for me
Almanak: -$40k
USDai: -$30k
I will never comeback to perps
7
1,497
LFG! 🐢
Hare by @GSR_io. The credit desk for onchain finance.
GSR launches Hare alongside @turtledotxyz, bringing trading and liquidity expertise to vault curation.
Supported by @aave, @PaxosLabs, @chainlink and @HypernativeLabs. Our first two vaults are coming soon.
Got 10k$ allo in $JUMP ICO
• top-20 waitlist
• 900+ legion score
• high Jump Pass lvl
• 10+ threads/posts about Jumper
• invested in one of LiFi rounds back in 2022
$JUMP TGE loading...
Just submitted my biggest ICO application so far
$JUMP
Still have questions:
→ How exactly will $JUMP capture value from Jumper?
→ What will the relationship with LI.FI look like after spin-off?
→ When will fees actually go live?
→ How much revenue can the new products bring in?
Bullish on the market from here...
Taking the uncertainty risk anyway
Betting the team won't drag out TGE until the market is dead
We've seen enough of that already
Unlocks:
→ 50% at TGE
→ 50% linearly over 4 months
Now let's see how much allocation I actually get 🫡
My first experience moderating a panel 🫡
Topic: “Tokenization: The RWA Opportunity”
What Seoul made obvious 🇰🇷
A few takeaways from #KBW2026:
→ Korea is getting very serious about tokenised capital markets. The FSC’s roadmap covering stocks, bonds and funds was a recurring theme in discussions at KBW.
→ @Ondo × @kakaopay_kr Securities shows the opportunity to bring Korean assets on-chain.
→ KRW stablecoin infrastructure is moving fast, with @BDACSKorea and @circle demonstrating an on-chain KRW1–USDC exchange during KBW.
→ Korea ↔ MENA is becoming an interesting corridor thanks to @fasset.
→ There is serious FO/HNWI/institutional capital to tap into – though I guess anyone who’s been attending the conference over the years already knew that.
→ And for retail/trading products, Korea remains a particularly strong B2C market.
Less crowded than Singapore, more time for proper conversations and a great window into the local market.
Next stop: #TOKEN2049 Singapore 🇸🇬
Cryptophile retweeted
At HSC, @Cryptophileee, moderated the panel on RWA tokenization: which assets come onchain and who buys them.
Which real-world assets go onchain first, and who buys them? 🪙
The panel is live on tokenization: where the RWA opportunity is real and where it is still a pitch.
Moderator:
▫️Nicolai Svistunov, Head of Liquidity Desk, @turtledotxyz
Speakers:
▫️Alenka (@alenka_on_x), Head of Tokenisation, @atom_fi
▫️Felix Eigelshoven, Head of APAC, @dfnsHQ
▫️Jake Park, East Asia Lead, Korea Market Head, @hashgraph
▫️Mike Massari (@mkmassari), Head of Partnerships, @redstone_defi
▫️Tomer Weiss (@Weisstmr), Global Partnerships, @HypernativeLabs
Tokenizing is the easy part, liquidity is the test 📈 You still have time to join luma.com/HSC_Seoul






















