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tokenbrice
@TokenBrice
Mad Stablecoin Scientist Founder mode @polarisfnd, @PharosWatch and @deficollective_
955 Following    26.3K Followers
Ethereum is facing 2 structural problems that jeopardize its ambition: 1. ETH Staking is overblown into a yield source for ETH while it is validation activity 2. The top DeFi usecase, stablecoins, is served by pure extracting parasites @polarisfnd tackles both head on
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The vePOLAR staking races began
Claude API struggling again. This is my mental model of the backend for Claude and Codex PS: Notice how Claude for Government has a pristine 100% uptime? We're second class citizens after the drone-targeting software ofc
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Yo @m0 switching your API to keyed was not a classy move I have requested access as soon as I realized but I am still waiting Please give key, the @PharosWatch machine god is hungry for more data to accurately process the M0 stable universe
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Belgrade, we are coming. We are proud to be sponsoring @ethbelgrade this year and bringing the mission of stablecoin risk assessment to one of Europe's most exciting Ethereum communities. The Lighthouse sees everything. Now we see you in Belgrade.
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TLDR: We are building a dashboard for tokenized stocks to track distribution, velocity, and utility When it comes to tokenized stocks, a lot of analysis focuses on the headline dollar amount. "$2B in tokenized stocks already onchain" - that's cool, but it's not the full picture. We argue that distribution, velocity, and utility matter just as much as magnitude: 1️⃣ Distribution: How many wallets hold the stock? How concentrated is the ownership? 2️⃣ Velocity: Do wallets just hold and do nothing? How many net new holders? Where are the stocks being traded? 3️⃣ Utility: Is there onchain liquidity? Can the stock be used as collateral in a lending protocol? What about margin on a perp DEX? These metrics are still barely tracked and discussed on CT. @Bas3dPeasant and I are building a dashboard focused specifically on them, broken down by platform, stock, chain, and DEX. More soon 👀 *figures in the screenshot are illustrative only
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New DeFi Frontier on The @Edge_Pod! DeFi has a yield trap, relying on sources we don't fully control like T-bills and basis trades. @polarisfinance_ is building a new yield infra for Ethereum, but no counterparty risk. Earn yield on digital gold, ETH, BTC, stablecoins. Soon.
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You get a new way to put your ETH to work by swapping it into pETH. But "What do i actually do with it now?” First things first, you may just hold it to earn native yield. But if you also want to unlock new liquidity, you can mint assets backed by it. USDp and GOLDp from day one, with many more coming, each with its own Earn Vault. Or you could split your pETH into fpETH + vpETH, so that you can handle your own risk. One choice goes towards holding fpETH, the ever-rising floor that accrues yield directly to its price. And then you decide to take out an ETH loan against your fpETH, because you know you can use 100% of it as collateral without being liquidated. Or maybe you want to trade some volatility, so you choose to keep your vpETH, or perhaps even short it. Or let's say you want to earn some other yield flows and gain access to POLAR stewardship. In that case, you can convert pETH to POLAR, driving demand for both. And these are just some of the things you can do with pETH. Much more to explore.
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Flex v1.1 (AKA v2) is live 🎉 v2 brings big functionality gains from a small code change: - swapless redemptions - upfront fees to token lockers instead of lenders swapless redemptions: - enables even illiquid/locked tokens as collateral - removes swap costs for redeeming loopers rerouting upfront fees: - lenders get predictable lending yield - token lockers capture the unpredictable upside through protocol revenue the UI now shows a "deprecated" banner over the old market and encourages people to close their Troves please consider migrating your positions over. Yearn's liquidity will be migrated over the coming days more markets coming soon! stay tuned 🐈‍⬛
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Enjoyers of @CurveFinance & users of @PharosWatch: it's time to unite in your love for stablecoins 👇
Calling all veCRV holders On 18th of July, Pharos submitted a proposal to the Curve DAO in response to the call for risk providers to cover crvUSD and Mint Markets. We already monitor crvUSD in production today and this proposal lets us provide a more comprehensive and DAO-focused commitment to an asset we already support. Since inception, Pharos has provided transparent, unbiased reports on 400+ stablecoins and flagged every major depeg before it happened. That is the track record we are bringing to crvUSD. Our KPIs should this proposal be passed includes: 1. Pre-vote coverage: ≥95% of in-scope mint-market and PegKeeper proposals receive a published risk report before the DAO vote. 2. Monitoring coverage: 100% of active in-scope markets and PegKeeper pools under continuous automated monitoring. 3. Critical response: human escalation to the DAO/eDAO channel within 4 hours of a critical trigger, with a risk read and a recommended action. Triggers are DEWS Warning tier from day one, joined by solvency-side triggers (soft-liquidation losses, health-distribution deterioration, PegKeeper depletion) as the trial instrumentation ships. 4. Escalation quality: ≥90% of escalations include a specific, actionable recommendation tracked to resolution. 5. Miss accounting: every material crvUSD stress event (bad debt, depeg, PegKeeper depletion) receives a public post-incident review stating whether our monitoring flagged it in advance; misses are reported as misses. 6. Reporting: quarterly progress updates against these KPIs, plus semiannual crvUSD market-health reports. 7. Reusable deliverables: ≥6 documented, reusable assets delivered under perpetual license per mandate period (enumerated in Section 7). We report all KPIs publicly, so the DAO can audit our performance against our own commitments. The proposal has now entered a preliminary voting phase where the DAO selects its preferred risk provider, not the release of capital. We are calling on all veCRV holders to vote for a safer and transparent risk provider for crvUSD and its mint markets. Vote Pharos. Vote here: Our detailed proposal:
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A rare case of perfect feed alignment
PSA: Tonight I seeded $15k into $BD @BaseDollarOrg LP in a stableswap pool against USDC, but somehow degens aped in thinking it is the next meme, pushing the price to $7.5 at some point $BD is a stablecoin, and a good one; await official ann from @BaseDollarOrg before aping in
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Curve needs a new risk provider. It's crucially important for how fast and safe Curve lending and crvUSD can grow. Please come and vote here - one vote per provider is made
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Life achievement unlocked: overload Claudeville so much (123 agents) that it fallbacks the sprites to a droplet to preserve FPS
Join the greatest, the ones that are not bailing out of supporting the biggest Ethereum conference in Eastern Europe because "too close to Russia" Only retards let US/EU politics soap-drama influence their judgement: won't be me for sure, and it shouldn't be you neither
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FINAL CALL FOR SPONSORS 📢 ETH Belgrade is approaching fast, but there's still time to get your company in front of one of Europe's biggest Web3 crowds! Why you should join: - 2,000+ attendees across ETH Belgrade and Solana Summit Serbia - Representatives from 400+ companies - 30+ side events Your company can be here too 👇
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BREAKING: @MetronomeDAO Synth USD (msUSD) continues its depeg, now trading at $0.9756, down 241 bps from its $1 target. The current depeg has been active since July 23, 2026, making it the longest in msUSD's recorded history. Previous depeg incidents averaged just 1 hour. msUSD has now logged 21 depeg events.
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Yes! Finally the EU will assume its natural role as a leader of AI! Don't take my word for it, I'm just relaying official communications from the General Secretary of the Central Committee of the European Union
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AI is the most important technology of our time. Europe wants to become the first AI Continent. For advanced healthcare, for the transport sector and so much more. European AI Gigafactories will provide the necessary computing power to make this possible. Together with our Member States, we are funding their construction with up to €10 billion, which are set to unlock at least €20 billion in private investements across the EU. Together, we are building our technological sovereignty.
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Destroy the banks, the card providers, the financial institutions, and anything even remotely involved in tolerating or enabling their existence Eradication is the only solution while dealing with a parasite
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Warning! There is a new nasty trap in the foreign currency scam -We now know ALWAYS take the local currency option. So now they’ve introduced a second screen - it is cunning and designed to trap! Read on….
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1 release per day? Those are rookie numbers! In the wake of Safety Score v9, all hail Depeg Duration Resolver v4 - a Pharos module that SEES THE FUTURE with so far 87% accuracy, and this release should be enough to take it >90% and get it better at anticipating repeg timeline
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Proud to support @ethbelgrade and the incredible work they’re doing for the Ethereum community. See you in Belgrade over a good glass of rakija.