LobsterDAO 🦞

16 Dec 2024 12:10

what does this mean?

LobsterDAO 🦞

16 Dec 2024 12:09

and protocols/smart wallets? who gets the yield?

LobsterDAO 🦞

16 Dec 2024 12:08

but they WONT be using it and instead are openign the door for protocols to PAY to be included.

LobsterDAO 🦞

16 Dec 2024 12:07

no safety module and immediate bad debt realization

LobsterDAO 🦞

16 Dec 2024 12:07

that's another debate, but i'm not concerned about gnosis doing sDAI

LobsterDAO 🦞

16 Dec 2024 12:07

maker isnt the bastion of stability it used to be

LobsterDAO 🦞

16 Dec 2024 12:06

but its not that bad

LobsterDAO 🦞

16 Dec 2024 12:06

tbh gnosis is also a bad actor here

LobsterDAO 🦞

16 Dec 2024 12:06

there is no usdc or usdt

LobsterDAO 🦞

16 Dec 2024 12:00

Imo it's better as an opt in system

LobsterDAO 🦞

16 Dec 2024 11:48

crazy that polygon PoS is risking all their top projects just to get some tiny % of extra yield

LobsterDAO 🦞

16 Dec 2024 08:51

I wished so much that existed that i once built a MVP on top of debank for such a product (it has had granular pnl explain over arbitrary time interval and included LP deltas)...but no one cared.
https://actualyield.streamlit.app/

Merlin by valk, and some paid things such as haruko and maybe talos could have something approaching that.

LobsterDAO 🦞

16 Dec 2024 08:35

“Every DeFi ecosystem is desperate to attract stablecoin liquidity, particularly for borrowing capacity against its native assets.”

It looks like the forks will take native assets (OP, ARB, ZK, etc.) as collateral.

If there was one BOLD, then if any of those Liquity v2 forks became undercollateralized, it could jeopardize the entire collateralization of BOLD.

In that case, the acceptance criteria for a fork might become much stricter than they are now.

LobsterDAO 🦞

16 Dec 2024 08:13

Can't understand why they are choosing to fragment like this and just go with 1 BOLD instead of 16, look how maker has struggled with only 2

LobsterDAO 🦞

16 Dec 2024 00:34

hello Fam. anyone happen to know Hyperliquid team?

LobsterDAO 🦞

16 Dec 2024 12:10

the assets would be wrapped version so they constantly increase in value

LobsterDAO 🦞

16 Dec 2024 12:08

users chose, users get revenue

LobsterDAO 🦞

16 Dec 2024 12:08

its even crazier that they are using Yearn, who pioneered a protocol safety scoring framewokr for their vaults

LobsterDAO 🦞

16 Dec 2024 12:07

i'm concerned about polygon doing yolo in protocol with no concept of protecting user funds

LobsterDAO 🦞

16 Dec 2024 12:07

tbh I wouldnt be surprised if stGHO or aUSDC overtook it at some point

LobsterDAO 🦞

16 Dec 2024 12:06

you can't have bad debt in sDAI worst is maker revenue going down and yield goes to zero

LobsterDAO 🦞

16 Dec 2024 12:06

they did it without saying ANYTHING or asking ANYONE

LobsterDAO 🦞

16 Dec 2024 12:06

blast & gnosis are doing sDAI not the same risk at all

LobsterDAO 🦞

16 Dec 2024 12:02

opt-in by whom? and who gets part of the revenue share then?

LobsterDAO 🦞

16 Dec 2024 11:48

have they even thought through what Polymarket will think when all their underlying usdc.e is suddenly not in their control anymore?

LobsterDAO 🦞

16 Dec 2024 11:47

https://x.com/lemiscate/status/1868599491869520361

wild

LobsterDAO 🦞

16 Dec 2024 08:36

hey guys - looking for the best ecosystem pages currently - what are pages about a single chain you cannot live without and check daily/weekly? would love to understand what kind of metrics would be essential on such a page....

LobsterDAO 🦞

16 Dec 2024 08:28

these forks help them create a slightly weird but effective demand for BOLD via the liquidity pools on these L2s

Getting BOLD into the rest of DeFi will take time but this is creates immediate demand

But I agree having 1 BOLD would've been better

LobsterDAO 🦞

16 Dec 2024 06:26

https://x.com/liquityprotocol/status/1868527141744480334?s=

LobsterDAO 🦞

16 Dec 2024 00:03

do they actually show the delta? i've always had to use time machine and then do a bunch of manual comparison... huge pain.