head of ecosystem @BluefinApp not financial advice
London/Munich
Joined January 2018
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sui:native TVL growth prev. 4-weeks
total TVL $499m (+9.5%)
@suilendprotocol added the most TVL over the last 4 weeks than any other protocol
Ember Atomic is live!
skip the queue with instant vault redemptions
Ember Earn live now more to follow
Introducing Ember Atomic, a shared liquidity layer for tokenized strategies.
Access liquidity from your vault positions without waiting for the underlying assets to complete their redemption process.
Atomic makes a portion of your funds available immediately, with the remaining balance released once settlement is complete.
EEARN is the first vault to support Atomic, with more vaults to follow.
A faster, more flexible way to access your capital.
Explore Ember Atomic: ember.so/earn/ATMC
challenger L1s activity - weekly active users (cumulative)
$NEAR had more unique and more cumulative users
$SUI user base is stickier, returning every 2.22 days on average Vs. $NEAR 1.63 days
**to qualify for this chart: relevant L1s in this category, no ethereum:native forks, no L2s, $100m TVL >
Harry retweeted
Ember Protocol and ETPLUS, a short-duration private credit strategy, are also live today on Monad!
Tokenization, on Monad
Introducing ETPLUS, Ember Treasury Plus, now live on Ember as our first vault launch on @monad.
ETPLUS provides onchain access to TPLUS, a short-duration private credit strategy backed by Epoch Digital.
The strategy allocates across bank payment receivables, payment processing receivables, and insured trade receivables, backed by contractual cash flows with insurance, over-collateralisation, or other credit enhancement.
The underlying TPLUS fund is structured through a CIMA-regulated Cayman SPC, with independent administration by Ascent, audit by Forvis Mazars, custody with Anchorage Digital, and onchain proof of reserves and daily NAV feeds via Chainlink.
Explore ETPLUS: ember.so/earn/eTPLUS
Private credit involves risks, including credit, liquidity, and loss of principal risk. Eligibility restrictions apply.
*rubs hands*
robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18
been picking up some AI around 80m today. been waiting for this entry ever since ATHs (arrived late to the party and missed the first run)
my thesis for this dump was pretty simple: the coin went from 5m to 350m with virtually no meaningful dips, and its holders had never really been battle-tested. that's clearly changed now
it swept the lows around 75m and looks like there might not be much downside left from here
could still see another visit to those lows and potentially get another entry around 70m, where i'd probably add a bit more
between AI and marscoin im already pretty deep into the memestocks narrative
will keep an eye out for more insane r/r setups in the sector and update if anything comes up
i know a lot of my followers like monad:native
well, weve got a vault for you now ETPLUS on @EmberProtocol
enjoy!
Introducing ETPLUS, Ember Treasury Plus, now live on Ember as our first vault launch on @monad.
ETPLUS provides onchain access to TPLUS, a short-duration private credit strategy backed by Epoch Digital.
The strategy allocates across bank payment receivables, payment processing receivables, and insured trade receivables, backed by contractual cash flows with insurance, over-collateralisation, or other credit enhancement.
The underlying TPLUS fund is structured through a CIMA-regulated Cayman SPC, with independent administration by Ascent, audit by Forvis Mazars, custody with Anchorage Digital, and onchain proof of reserves and daily NAV feeds via Chainlink.
Explore ETPLUS: ember.so/earn/eTPLUS
Private credit involves risks, including credit, liquidity, and loss of principal risk. Eligibility restrictions apply.
$SUI update
1). still expecting further downside here into the box and setting bids at the Q2 open
2). similar setup for $SUI / $BTC with a test of the macro support
3). $BTC dominance test of the macro weekly resistance before reversing
still hold all $SUI spot and one perp position, entered at ~$0.90, will add to both positions at target levels
bitcoin:native update
1). '22 bottom fractal points towards large flush before higher (bearish)
2). $USDT dominance bull div across time frames (bearish)
3). bitcoin:native $82k key level flipped to support (bullish)
IF new bitcoin:native highs, this invalidates retracement to $72k and I flip bullish and close my BTC short hedge
IF trade below $82k and accept back into the range, I expect a sweep of the lows ($72k box), closing BTC short in profit before flipping long
onchain cash (spot) is being deployed here, if we go lower and/or higher
spent the last week in the Black Forest mostly offline
markets down-sideways so a good opportunity to reset ready for the next run
ready to lock back in this week and it looks like onchain is heating back up
Harry retweeted
The Suilend Ember Market has crossed $15M in supplied assets.
Put your USDsui, USDC or eEARN to work. Explore the markets: suilend.fi/
Harry retweeted
We are pleased to be working with @chainlink to expand access to Ember vaults across 80+ supported blockchains through CCIP Vault Adapters.
Distribution is a critical part of bringing institutional-grade financial products onchain, and this integration is an important step toward making those products more accessible.
