head of ecosystem @BluefinApp not financial advice
London/Munich
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make $SUI the best alt L1
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$SUI outperformance continues
4th best performing asset this week
the catch-up trade was always coming and i expect much higher over the next 3-6 months
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lenders fyi
legacy lending positions powered by AlphaLend can now be migrated to bluefin lend 2.0 in one click.
If you’re looking for a new home for lending and borrowing on sui, give @bluefinapp and @suilendprotocol a go.
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security remains a strong theme across DeFi, and today is another reminder why
it's the constraint we design around at @bluefinapp and within the ecosystem
if you're looking for a new place to park your capital, a strategy vault is worth considering
@EmberProtocol has three vault assets: eEARN, USDC and USDsui with capacity for lending and borrowing on @suilendprotocol for greater capital efficiency
Following the Sui Security Team’s identification of and assistance with the resolution of @AlphaFiSUI 's misconfiguration of their ALPHA oracle and subsequent creation of bad debt, AlphaFi is winding down operation of their protocol.
Sui Foundation has made the decision to provide assistance in order to ensure that the protocol is wholly solvent. No user funds are impacted.
Withdrawals are open. If you are holding any existing borrow positions, you may unwind and withdraw your assets from AlphaLend.
For Slush users, you may withdraw your generated yield and principle from USDC, SUI, WAL and DEEP Strategies with no wait period. Should you currently have a withdrawal request pending, please cancel and withdraw again to receive your funds instantly.
Sui Security Team’s security tooling aided in the identification of this misconfiguration. Following the tool’s formal launch later this fall, it will be available as a public good to all DeFi protocols on Sui.
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gm!
got 4 @blastdotfun early access codes for the $SUI trenches
comment + RT - picking winners today
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Harry retweeted
PPLUS is quietly paying close to 35% APY.
@Bitwise's PPLUS vault has actually been live for a while if you've been checking @EmberProtocol, but now it's finally been announced.
It's one of the most interesting RWA vaults out there. It loops RWA assets and is curated by Bitwise, which gives me a lot more confidence given who they are. Returns have also stayed above 10% since launch in July.
Btw, Ember's integration with Sui is impressive, and this market is incentivized. Here's the loop:
> Supply pays 16%: ~12% from the strategy + 4% incentives
> Borrowing costs 5%
> Max LTV is 70%, allowing up to 3.33x leverage
That's an ~11% spread. Loop it to the max and you're looking at roughly 35% APY.
Just insane.
Introducing PPLUS, the Bitwise Premium+ RWA Vault, now live on Ember.
PPLUS is a USDC vault that gives depositors access to a diversified portfolio of tokenized real-world assets, curated by @Bitwise.
The strategy combines yield across Hastra, Huma, and USD.ai with leverage.
Bitwise designs the portfolio allocations and borrowing and risk parameters as market conditions evolve, balancing yield opportunities with credit quality and liquidity. Ember operates the vault and executes all transactions. @yield_network and @y10kcapital support as the liquidity syndicate and anchor liquidity provider for the vault. The portfolio can expand into additional RWAs over time, subject to Bitwise's due diligence and risk framework.
We're pleased to partner with Bitwise to bring this vault onchain through Ember.
Available to non-U.S. persons only. The vault pursues a leveraged credit strategy involving material risks, including the risk of partial or total loss of deposited assets.
Explore PPLUS: ember.so/earn/PPLUS
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Harry retweeted
New Market: PPLUS is now live on Bluefin Lend.
PPLUS, the Bitwise Premium+ RWA Vault on @EmberProtocol, provides exposure to a diversified portfolio of tokenized real-world assets curated by @Bitwise.
Supply PPLUS and use it as collateral on Bluefin Lend: trade.bluefin.io/lend/bitwis…
Introducing PPLUS—the Bitwise Premium+ RWA Vault—launching on @EmberProtocol.
PPLUS holds a curated portfolio of real-world assets and applies leverage, targeting 10%+ net yield.
PPLUS is only available to non-U.S. Persons. The vault pursues a leveraged credit strategy involving material risks, including the risk of partial or total loss of deposited assets.
What's inside:
↳ $PST by @humafinance — short-duration cross-border payment financing to institutions
↳ $sUSDai by @USDai_Official — loans backed by the GPUs that power AI
↳ $PRIME by @HastraFi — tokenized claims collateralized by prime home equity, in partnership with @Figure
Bitwise designs the strategy—curating assets, positions, and leverage parameters. Ember operates the vault and executes transactions.
PPLUS extends the Bitwise vault family from lending into strategy, and one step further along the risk-return curve.
Learn more: onchain.bitwiseinvestments.c…
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Harry retweeted
Introducing PPLUS, the Bitwise Premium+ RWA Vault, now live on Ember.
PPLUS is a USDC vault that gives depositors access to a diversified portfolio of tokenized real-world assets, curated by @Bitwise.
The strategy combines yield across Hastra, Huma, and USD.ai with leverage.
Bitwise designs the portfolio allocations and borrowing and risk parameters as market conditions evolve, balancing yield opportunities with credit quality and liquidity. Ember operates the vault and executes all transactions. @yield_network and @y10kcapital support as the liquidity syndicate and anchor liquidity provider for the vault. The portfolio can expand into additional RWAs over time, subject to Bitwise's due diligence and risk framework.
We're pleased to partner with Bitwise to bring this vault onchain through Ember.
Available to non-U.S. persons only. The vault pursues a leveraged credit strategy involving material risks, including the risk of partial or total loss of deposited assets.
Explore PPLUS: ember.so/earn/PPLUS
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NEW @EmberProtocol vault in partnership with @Bitwise
PPLUS - launches with $12.7m in TVL
learn more: ember.so/earn/PPLUS
Introducing PPLUS—the Bitwise Premium+ RWA Vault—launching on @EmberProtocol.
PPLUS holds a curated portfolio of real-world assets and applies leverage, targeting 10%+ net yield.
PPLUS is only available to non-U.S. Persons. The vault pursues a leveraged credit strategy involving material risks, including the risk of partial or total loss of deposited assets.
What's inside:
↳ $PST by @humafinance — short-duration cross-border payment financing to institutions
↳ $sUSDai by @USDai_Official — loans backed by the GPUs that power AI
↳ $PRIME by @HastraFi — tokenized claims collateralized by prime home equity, in partnership with @Figure
Bitwise designs the strategy—curating assets, positions, and leverage parameters. Ember operates the vault and executes transactions.
PPLUS extends the Bitwise vault family from lending into strategy, and one step further along the risk-return curve.
Learn more: onchain.bitwiseinvestments.c…
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US 2y pays 4.9%. 10y just hit 5.13%.
Aave USDC pays 3.72%.
most DeFi yields now pay you less than the US government - for more risk.
If you're going onchain, the spread is the only number that matters.
eEARN on @EmberProtocol is running ~10%.
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$BTC retracement accelerates tomorrow
the data im tracking puts this move at ~3 weeks
meaning a new high between 12-19 Oct
i think it may resolve sooner due to the strength of the current move, however, the data we have points to the above
no this does not mean the bull run is over - be ready to bid dips imo
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