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DeFi University

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13 contributions to DeFi University
0 likes • Aug 22
@David Zimmerman wow, or maybe within hours? Already approaching 4800
Predicting when Tom Lee will buy...
Just follow his tweets for his buy prices... 😂 https://x.com/fundstrat/status/1957685332704653610?t=ES5FJEcva2kHjeOXhZIU-A&s=19
Favorite stablecoins right now?
I was browsing pendle finance and exponent for stablecoin PTs and had Gemini do a risk analysis on some of the higher APYs. Of those in the report, reUSD came out as lowest risk due more transparency and mirroring a traditional finance strategy. Over on exponent, I saw a syrupUSDC with a Sept25 expiration at 10.5% (slightly higher than pendle and since it's on Solana, cheaper gas fees). This can be looped on loopscale. It's only 37 days till expiration though. Has anyone else dove into any others? I've got a pile of stables that I want to keep in stables for life expenses but dont want it just sitting around, not earning anything. So my goal is very low risk and more than happy with 10-20% APY. I'm currently leaning towards the exponent syrupUSDC PT but lvoe to hear others' thoughts. https://docs.google.com/document/d/1CMDQLY6cqYe66AUF-NelEXylq_s3uZxeL4wm1SRLb1M/edit?usp=sharing
0 likes • Aug 18
@Alex Roytikh so just a simple USDC lend position on a platform like aave for that first 50%?
Modeling ETH Treasury Company Buying Behavior
I'm modeling this, sure could use some help. @Doc Kavner Anyone have the skillset to be able to help? If we can predict the buys and their impact on price, that would be very valuable information. Take a look at the attached document which describes the approach I'm taking right now. This is what I created with Claude Opus 4.1 Unfortunately I think this 1 shot single page web app is mostly hallucination. https://claude.ai/public/artifacts/1ec285a3-04e7-4bd6-b2a9-990306d50321
1 like • Aug 18
Maybe asking AI to do a regression analysis wand give it data on the predictor variables that you think would be relevant? Might not be as fancy as other statistical models but could be a starting point
Kamino Arbitrage Play
There's a pretty damn good arbitrage play on Kamino Bitcoin market right now. Supply WBTC Borrow USDC @ 2.53% > Swap for FDUSD Lend FDUSD @ 18% yeah yeah, I know APR's change, but right now that's a damn fine arbitrage
0 likes • Aug 13
I would also double check the charts. I've noticed that the quoted APY doesn't always match the value shown on the chart of apy over time. I'm honestly not sure which one is more accurate
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Steve Bagienski
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@steve-bagienski-9566
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Active 5d ago
Joined Jul 13, 2025
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