Stephen | DeFi Dojo

Stephen | DeFi Dojo

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"The Calculator Guy" Founder of DeFi Dojo Co-Founder of DeFine Logic Labs "A truffle sniffer, but for yields."

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Stephen | DeFi Dojo

Rough day out there for almost everything, gentlemen. In my never-ending quest to dilute some of my favorite positions, I'd like to point out $HYPE pools on @solana have a remarkable FEE:TVL ratio. In a +/- 20% range, I've been getting around 365% APR on @MeteoraAG. Granted, it's really hard to extrapolate IV here, and my own range is likely way too narrow for the set-and-forget farmer -- but if I'm able to beat 100% APR consistently, I should at least be able to either beat holding HYPE or holding USDC (i.e., beat IL vs holding). P.S. Yes, I know trying to use IV for something as volatile as HYPE is futile, but it's at least something to do a better EV calculation. P.S.S. You are likely much better off in a wider range (-60%/+100%) for long-term set-and-forget.

Stephen | DeFi Dojo

Well, in my never-ending quest to become exposed to uranium completely onchain, I've both opened a position in URNM on @HyperliquidX, a position in URA on @OstiumLabs, as well as finally bridged over to @etherlink to grab some xU3O8 from @uranium_io. For those who want the most direct exposure to Uranium (xU2O8), it was actually remarkably easy: 0) Bridge USDC to XTZ on Etherlink via @JumperExchange 1) Bridge USDC via bridge.etherlink.com/evm 2) Buy xU3O8 on app.uranium.io/en That was literally all I had to do. Often the idea of doing something is much more exhausting than the doing of it. You should note that that xU3O8 represents 1oz of Uranium. ALSO for those who may be new to Uranium: URNM = Sprott Uranium Miner ETF (not direct Uranium) URA = Global X Uranium ETF (similar to SLV) xU3O8 = 1oz Uranium (closes to direct exposure)

Stephen | DeFi Dojo

When we first announced cross-chain PTs a lot of people didn't understand the 'why'. Look at the figures now (>$125m bridged) and the long-term vision should be clear. But cross-chain PTs isn't JUST for Pendle - here's how we're making strides with @lista_dao. 👇

Stephen | DeFi Dojo

I've been using @byreal_io for LPing stocks on @solana for awhile now, and it's been a great experience. My QQQx position has been the most consistent (>50%), though the XAUT and SPYx positions have also done well. I've explained many times before how I use IV to estimate a range that should be EV+ given expected IL. But also, because Byreal is a @Mantle_Official aligned dex, they also just launched an MNT pool with a fair amount of incentives. These incentives end in 28 days. Note: I'm both an actual Byreal xStocks farmer and also Mantle ambassador.

Stephen | DeFi Dojo

I've been on my precious metals grind for the past few months and have been neglecting my roots. No longer. 🚨THE STABLECOIN AWARDS JAN 2026🚨 I'm awarding strategies for highest yield, risk adjustedness, anticipated airdrop, & other yieldy categories. See the winners🧵👇

Stephen | DeFi Dojo

This is above and beyond what should be expected and in my opinion solidifies Saul's reputation as a good actor in this space. It's completely reasonable to profit from depeg arbitrage. Purchasing under NAV helps mitigate the depeg & shows confidence in the underlying asset.

I personally sent 229963.24 USDC to the recovery address. I'm very glad to see affected users' losses be lowered! The only action I took during this situation was buying DUSD through the Curve pool when it depegged, and requesting a redemption back to USDC, as I'm whitelisted. x.com/makinafi/statu…

Stephen | DeFi Dojo

Perfect PMF in my opinion. Decentralized and global access to traditional markets both inside and outside of regular market hours, 24/7. twitter.com/phtevenstrong/stat...

Stephen | DeFi Dojo

Incredible that you can trade this on @HyperliquidX. Yes, crypto prices are down, but farming stocks, silver, copper, and gold, while taking on leveraged exposure to forex PROVES the onchain thesis, even if that isn't immediately translated to crypto asset prices. twitter.com/phtevenstrong/stat...

Stephen | DeFi Dojo

PAXG is now trading at 1% premium to XAUT. Absolutely wild.

Stephen | DeFi Dojo

I DID IT. I finally got around to explaining how to use my CLP IV spreadsheet to get a decent indicator of whether or not a concentrated liquidity position is likely to beat impermanent loss. Link to the spreadsheet below.

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