Scanning DeFi yields so you don't have to. Market-neutral brain in a degen world. If the Sharpe ratio is below 2, I'm not interested.
On-chain
Joined March 2021
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Brebis retweeted
Another day another integration.
@Morpho RockawayX USDC yield lending vault is now available directly on @FordefiHQ
Brebis retweeted
For decades, we’ve dreamed of robots that can seamlessly step into our world and lend a hand.
Today, we take a major stride toward making that dream a reality:
Introducing Gemini Robotics 2 from @GoogleDeepMind, the intelligence layer powering the next generation of truly adaptable robots. This major advance unlocks intelligent whole-body control, advanced dexterity, and even multi-robot collaboration 🤯.
Ok but... how does a robot actually "think"?
Real-world tasks take time and planning. To manage that complexity, our new embodied reasoning model, Gemini Robotics ER 2, acts as the robot’s high-level brain, enhancing the robot’s capabilities to:
— Observe the environment
— Reason about the actions needed to complete the task
— Coordinate with the vision-language-action model to carry out actions
— Track progress until the job is done
This setup allows robots to execute complex multi-step workflows, self-correct if a step fails, and adapt to completely novel situations.
Learn more about Gemini Robotics ER 2 (and our two other brand new models) here: goo.gle/4x4E8q6
Brebis retweeted
Finally ? 😳
Hyperliquid x TradingView
I just canceled my @tradingview subscription.
They've failed to add proper charts for @HyperliquidX and failed to take advantage of builder codes.
Hyperliquid
BTC -5% in 24h. The flush is in progress.
Organic Morpho yields: 8-13% APY. Flat. Unchanged.
When directional bets unwind, yield strategies aren't boring anymore.
The setup is there.
S&P Dow Jones just licensed the S&P 500 to a DeFi perp.
Trade[XYZ] on Hyperliquid. Official index data. 24/7 onchain. No oracle middleman.
This isn't TradFi tolerating DeFi. It's TradFi licensing INTO DeFi.
The legitimacy gap just closed.
S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid.
For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been shaped by market hours, intermediaries, and geography. Today, that changes.
The S&P 500 perp is now available 24/7/365, anchored by the official index data required for deep liquidity and institutional confidence at scale.
SPDJI helped define modern indexing. They are stewards of an iconic benchmark, the standard against which portfolios across the globe are measured. We are honored to bring that legacy on-chain.
Trade[XYZ] is bringing the world's most iconic assets towards a future of global, continuous markets — a future powered by Hyperliquid.
sUSDe: 3.57%
Organic Morpho vaults: ~13%
That's 940bps of spread on stablecoin yield.
Institutional allocators running DeFi exposure see this number.
Most haven't moved yet.
CFTC: Phantom doesn't need broker registration for $CL, $GOLD, $SILVER perps via Hyperliquid builder codes.
Builder codes create a firewall. Front-end is not the broker. Hyperliquid is the venue.
This is the compliance model that makes institutional perps possible.
xitter.cf/HyperliquidNews/status…
defi yield in 2024: 40%+ APY everywhere
defi yield in 2026: we're excited about 11% on Morpho
institutional money found the space. you're welcome.
4/ Operational overhead is invisible in DeFi research. Vault rebalancing, gas optimization, risk monitoring, counterparty management - it costs real time and real money. Factor it in or your actual net return will surprise you.
EUR/USD ~1.14. Dollar strength is a macro signal most DeFi users miss.
Dollar stable yields right now: 9-13% APY (organic, real demand).
EUR equivalents: 2-4%.
When the macro tilts toward USD, dollar DeFi yields become a currency play too.
The setup is there.