222789
BraveNewDeFi

@bravenewdefi #222789

Head of Community @nexusmutual | Safe Governance delegate | Researching risk in DeFi
340 Follower 176 Following
Compound V2 forks are some of the most exploited protocols in DeFi history

$400M+ loss in the last several years, at least

There are other lending protocols with better security records + richer features like Aave v3, Compound v3, Morpho, Fluid, etc.

Be safe and protect yourself! Most of the time, these exploits are caused by known vulnerabilities in the Compound V2 codebase
A new week brings a new issue of the State of DeFi Yields newsletter 📖

The 25 September issue includes more than a dozen notable yields, an update on the market and Onchain Base Rate and more.

This week's issue: https://mirror.xyz/nexusmutant.eth/3boVklZA5Qzb5FZVVYOE8F9F5PAfQGLBxTAizc0Py58

✨ Issue Highlights ✨

1️⃣ In the Notable Yields section, I cover double-digit yield opportunities across @morpho, @uniswap, @contango, @beefy, @extrafi and @toros

2️⃣ I also summarize the latest developments across major onchain lending markets.

3️⃣ If you want to learn how to protect yourself against frontend attacks, I provide an overview of helpful tools and resources in this issue, too.

Happy reading!
After a long hiatus, the State of DeFi Yields Newsletter is back!

This week's issue includes a market overview, notable yields, a review of risk, and an in-depth review of lending markets.

The initial publication on Mirror went live last night, and I'll be publishing on Substack later this afternoon.

Happy reading!
https://mirror.xyz/nexusmutant.eth/xaOBxOtHG-BGJ_Mmw-a_PVhrMq66EV24wwJlu_nyr5s
Apologies for the delay on the next issue of State of DeFi Yields. I've been deep in the weeds with a few projects at @nexusmutual.

My current plan is to work on the next issue this Sunday and publish on Monday. I'll be publishing on Mirror and Substack on Monday.

Keep an eye out and thank you for your patience 🐢
https://warpcast.com/bravenewdefi/0xaea30bdf
Working on the long-awaited new issue of the State of DeFi newsletter ✍️

Keep an eye out for the August issue tomorrow. Apologies for the gap between the last issue and now. It's been a busy summer 🥱
A quick update about my State of DeFi Yields reports

TL;DR: on hiatus while I'm traveling without the wallet I use to publish the newsletter. Will come up with a backup publishing method in the near future!
Just a quick note: I'll still be publishing State of DeFi Yields, but the wallet I use to publish is a hardware wallet. I'm traveling without the wallet, atm, so I'll resume publishing when I'm back home in late May.

I'll figure out a backup publishing method in the near future!
Awesome to see Flat Money’s growth over the last 2 weeks!

I’m passionate about furthering adoption of decentralized onchain money, and Flat Money’s UNIT is one to watch.

I’m enjoying the 34% I’m earning on UNIT, atm.

Check it out 👇
The latest issue of my State of DeFi Yields report is out!
State of DeFi Yields | Issue 8 📈

This week's issue is live! I provide updates on DeFi's base rate, plus stablecoin & ETH yield opportunities using a new format—the Yield Index

Read for the Top 5 stable + ETH yield opportunities 👇
https://mirror.xyz/nexusmutant.eth/x2upCQnePe6KIzSAkpPpYKrCtfGUbo79WmzGnNjta7A
Last week, @flatmoney launched on @base. It's a cool protocol, which creates a delta-neutral position between the two markets within Flat Money.

To get $UNIT, you deposit $rETH and get the $UNIT flatcoin, which earns trading, funding rate, and liquidation fees.

28.8% vAPY isn't bad for the first week.
I've been looking forward to Credit Guild's launch on Arbitrum after reading about the protocol last month. I think Kirk's marketing style is great, and while the UI is a bit rough, Credit Guild seems really refreshing and one market design w/ serious potential.
https://x.com/OneTrueKirk/status/1783189340954452259
Interest rates on lending protocols have fallen in recent weeks given the drop in the market. Even though prices have recovered a bit, bullish sentiment is still weak. ETH funding rates are still in the single digits across markets and borrowing is lower than in recent months.

Where are interest rates heading 👇
Contago, the perps protocol that allows you to access looped strategies, gives users an easy way to farm points and incentives. The underlying yield sources are primarily lending markets, and the expected ROE is eye-popping for many strategies 👀

https://x.com/Contango_xyz/status/1782439890505928756
Happy to see @pooltogether v5 live. They've moved to $wETH prizes and have great $OP incentives for depositors.

$OP yields are in the high double digits for the $USDC, $LUSD, and $DAI vaults.

PT v5 uses Aave v3 as a yield source, but more yield sources on the horizon.
https://warpcast.com/pooltogether/0x3bb5b8ff
@beefy is consistently shipping new stablecoin vaults.

I've been researching $GHO, $crvUSD, $DOLA, $HAI, $UNIT, and other decentralized onchain money recently. All provide good yield opportunities, but these Beefy vaults looking nice 👌
https://x.com/beefyfinance/status/1783111746657423625
The recent ezETH depeg is a good reminder that LRTs can depeg if withdrawals are not enabled. This is the same risk that was present for LSTs before withdrawals were enabled after the merge.

Be sure to evaluate the oracles in use if you're going to use leverage

https://twitter.com/0xriptide/status/1782995431808487462
I'm a bit behind this week, so I'll delay Issue 8 until next week. I promise I'll make up for it in yield posts in this channel 🐢
The weekly report is cooking 🍳

Each week, it keeps getting longer. I might need to start splitting it into stablecoin and ETH single issues each week 👀

Lots of yield out there folks!
Check out the latest issue for this week's report, an overview of the markets, new yield strategies, and more!
Hey friends,

I've created a channel to share my weekly State of DeFi Yields newsletter, as well as regular updates on yield opportunities throughout the week.

This channel is a place for DeFi yield farmers, people looking to learn more about onchain yields and DeFi protocols, etc.

I hope you'll join me 🐢
Did you read the Investment Hub’s March Newsletter?

Some great insights on investment earnings and forward-looking priorities 👀

Check it out 👇

https://x.com/nexusmutualdao/status/1780586006842167393?s=46&t=aI_93J4ULJBWEw-GhZxzCw
State of DeFi Yields | Issue 7 📈

This week's issue is live! I provide updates on DeFi's base rate, as well as stablecoin & ETH yield opportunities

Read for updates on Pendle, $GHO yields, new yield strategies, and more 👇
https://mirror.xyz/nexusmutant.eth/EHaWrlPyfOdgLmqKaI2g0GChrby6yh1nzMOtJTGIfks
State of DeFi Yields report is cooking, but will be out later than usual. I'm getting ready for a flight, and I want to make sure all the data I include is up to date. The market drop over the weekend changed most of the stats, I had, so need to revise quite a few sections.

Appreciate the patience!