WalleDAO(@WalleDAO):How does @sparkfinance balance USDT yield, liquidity, and borrowing conditions through large redemptions? Building on @MonetSupply’s public framework, I use onchain data to unpack a $633m spUSDT stress window—what happened to liquidity, rates, and P&L.

WalleDAO

@WalleDAO

Onchain analytics: capital flows, profitability & risk | Independent contributor @sparkfinance | Ex-Big Tech Staff analyst | Available for projects

Joined January 2025

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WalleDAO@WalleDAO

2026.08.11 12:12

How does @sparkfinance balance USDT yield, liquidity, and borrowing conditions through large redemptions? Building on @MonetSupply’s public framework, I use onchain data to unpack a $633m spUSDT stress window—what happened to liquidity, rates, and P&L.