Making crypto easier to understand -- no hype, no confusion.
Open to crypto-related work.
https://fariswebb.notion.site/Crypto-Fariswebb-2ef28813be02801caa9ad3dbb9da0987
Verify with tools (don’t trust APR screenshots):
- DeFiLlama: TVL trends, incentive spikes
- Token Terminal: Revenue, Incentives, Revenue - Incentives
Golden chart: Token Terminal Earnings.
Revenue >> Incentives? (GMX, Sky, Uniswap do it) → real Quality.
Verify with tools (don’t trust APR screenshots):
- DeFiLlama: TVL trends, incentive spikes
- Token Terminal: Revenue, Incentives, Revenue - Incentives
Golden chart: Token Terminal Earnings.
Revenue >> Incentives? (GMX, Sky, Uniswap do it) → real Quality.
Boros (Advanced)
Boros is yield speculation.
• Long → yield increases
• Short → yield decreases
A tool to hedge or amplify yield.
Not required for beginners.
Boros (Advanced)
Boros is yield speculation.
• Long → yield increases
• Short → yield decreases
A tool to hedge or amplify yield.
Not required for beginners.
LPs: Yield Stackers
Only PT can be LP’d (not YT).
• Existing pools → s/vePendle boost applies
• New pools → no vePENDLE boost
Designed for sustainable APR.
LPs: Yield Stackers
Only PT can be LP’d (not YT).
• Existing pools → s/vePendle boost applies
• New pools → no vePENDLE boost
Designed for sustainable APR.
Aggressive Side: YT
YT = all future yield.
• Smaller capital
• Higher volatility
If incentives increase,
YT can outperform massively.
Aggressive Side: YT
YT = all future yield.
• Smaller capital
• Higher volatility
If incentives increase,
YT can outperform massively.
Conservative Side: PT
PT is discounted principal.
Example:
Buy $100 at $95 → redeem $100 at maturity
= On-chain fixed yield
Conservative Side: PT
PT is discounted principal.
Example:
Buy $100 at $95 → redeem $100 at maturity
= On-chain fixed yield
Core Idea: PT / YT
Think of an apple tree 🍎
• PT = the tree (principal)
• YT = future apples (yield)
Pendle lets you separate and trade yield.
Core Idea: PT / YT
Think of an apple tree 🍎
• PT = the tree (principal)
• YT = future apples (yield)
Pendle lets you separate and trade yield.
Intro
P is for Pendle (@pendle_fi)
Pendle isn’t about chasing yield.
It’s about controlling it.
pendle.finance
Intro
P is for Pendle (@pendle_fi)
Pendle isn’t about chasing yield.
It’s about controlling it.
pendle.finance
OUSG stands for Ondo Short-Term US Government Treasuries.
It gives tokenized exposure to short-term US Treasuries.
Low risk, high liquidity, and fully DeFi-native.
This is what the on-chain risk-free rate looks like.
OUSG stands for Ondo Short-Term US Government Treasuries.
It gives tokenized exposure to short-term US Treasuries.
Low risk, high liquidity, and fully DeFi-native.
This is what the on-chain risk-free rate looks like.
USDY stands for Ondo US Dollar Yield.
It is backed by short-term US Treasuries and bank demand deposits.
Unlike USDC or USDT that pay zero yield, USDY generates native yield.
Idle dollars finally work for you on-chain.
USDY stands for Ondo US Dollar Yield.
It is backed by short-term US Treasuries and bank demand deposits.
Unlike USDC or USDT that pay zero yield, USDY generates native yield.
Idle dollars finally work for you on-chain.
From crypto-native yields to real-world assets.
O is for Ondo Finance (@OndoFinance).
Ondo brings institutional-grade assets like US Treasuries on-chain.
RWA is no longer theory. It is live.
ondo.finance
From crypto-native yields to real-world assets.
O is for Ondo Finance (@OndoFinance).
Ondo brings institutional-grade assets like US Treasuries on-chain.
RWA is no longer theory. It is live.
ondo.finance
From the central-bank-like stability of Maker/Sky
to predictable, locked-in returns.
N is for Notional Finance (@NotionalFinance).
The protocol that brought fixed-rate lending & borrowing to DeFi. 🧵👇
notional.finance
From the central-bank-like stability of Maker/Sky
to predictable, locked-in returns.
N is for Notional Finance (@NotionalFinance).
The protocol that brought fixed-rate lending & borrowing to DeFi. 🧵👇
notional.finance
Simple Strategic Flow 🔗
Sky strategy made simple:
1️⃣ Hold USDS
2️⃣ Deposit USDS into Sky → get sUSDS
3️⃣ Earn SSR automatically
No selling, no leverage, no loops — just stable, decentralized yield. 📈
Simple Strategic Flow 🔗
Sky strategy made simple:
1️⃣ Hold USDS
2️⃣ Deposit USDS into Sky → get sUSDS
3️⃣ Earn SSR automatically
No selling, no leverage, no loops — just stable, decentralized yield. 📈
Intro
From the foundation of decentralized stablecoins to the new era of DeFi economics.
M is for MakerDAO, now evolved into Sky (@SkyEcosystem).
The protocol that created DAI is now building a full DeFi monetary system. 🧵👇
sky.money
Intro
From the foundation of decentralized stablecoins to the new era of DeFi economics.
M is for MakerDAO, now evolved into Sky (@SkyEcosystem).
The protocol that created DAI is now building a full DeFi monetary system. 🧵👇
sky.money
The Strategic Play
A core DeFi strategy:
1️⃣ Stake ETH → receive stETH
2️⃣ Use stETH as collateral to unlock liquidity
3️⃣ Reinvest that liquidity back into the ecosystem (looping)
Lido is the foundation.
Your strategy is the skyscraper.
Looping amplifies yield — and risk. Position sizing matters
The Strategic Play
A core DeFi strategy:
1️⃣ Stake ETH → receive stETH
2️⃣ Use stETH as collateral to unlock liquidity
3️⃣ Reinvest that liquidity back into the ecosystem (looping)
Lido is the foundation.
Your strategy is the skyscraper.
Looping amplifies yield — and risk. Position sizing matters
Intro
From Solana’s speed back to the bedrock of DeFi yield.
In a world obsessed with throughput, Lido remains the foundation.
L is for Lido(@LidoFinance).
The protocol that unlocked the liquidity of staked assets
and reshaped the Ethereum economy forever. 🧵👇
stake.lido.fi
Intro
From Solana’s speed back to the bedrock of DeFi yield.
In a world obsessed with throughput, Lido remains the foundation.
L is for Lido(@LidoFinance).
The protocol that unlocked the liquidity of staked assets
and reshaped the Ethereum economy forever. 🧵👇
stake.lido.fi
Leverage Trading (Spot-Based)
Kamino does NOT offer Perpetuals or Futures.
Instead, it enables spot-based leverage trading:
・Borrow assets
・Buy spot tokens
・Increase position size via lending markets
No funding rates.
No perp mechanics.
Just collateral, debt and ratios.
Different system.
Leverage Trading (Spot-Based)
Kamino does NOT offer Perpetuals or Futures.
Instead, it enables spot-based leverage trading:
・Borrow assets
・Buy spot tokens
・Increase position size via lending markets
No funding rates.
No perp mechanics.
Just collateral, debt and ratios.
Different system.
7/16
Multiply: The Loop Strategy
Kamino's signature feature: Multiply.
An automated loop:
1⃣ Deposit collateral(e.g.SOL)
2⃣ Borrow against it
3⃣ Buy more of the same assets
4⃣ Repeat automatically
This builds leveraged exposure in one click.
Convenient ≠ Safe.
7/16
Multiply: The Loop Strategy
Kamino's signature feature: Multiply.
An automated loop:
1⃣ Deposit collateral(e.g.SOL)
2⃣ Borrow against it
3⃣ Buy more of the same assets
4⃣ Repeat automatically
This builds leveraged exposure in one click.
Convenient ≠ Safe.
Liquidity: Capital Efficiency
Kamino lets assets work harder.
Some positions can:
・Earn base yield
・Be used as collateral
・Feed into other strategies
This is capital efficiency - but efficiency also means risk compounds faster.
Understand what your liquidity is backing.
Liquidity: Capital Efficiency
Kamino lets assets work harder.
Some positions can:
・Earn base yield
・Be used as collateral
・Feed into other strategies
This is capital efficiency - but efficiency also means risk compounds faster.
Understand what your liquidity is backing.
Borrow: Power With Conditions
Borrowing unlocks capital - and risk.
Key things to know:
・Borrow APR is variable
・Interest accrues continuously
・Liquidation is based on LTV ratios, not just price
Beginner rule: 👉Borrowing stablecoins is safer than volatile assets.
Borrow: Power With Conditions
Borrowing unlocks capital - and risk.
Key things to know:
・Borrow APR is variable
・Interest accrues continuously
・Liquidation is based on LTV ratios, not just price
Beginner rule: 👉Borrowing stablecoins is safer than volatile assets.
Lend: The Foundation
Lending is the base layer of Kamino.
You:
・Deposit assets (SOL, USDC, JLP, etc.)
・Earn yield from borrowers
・Keep exposure without selling
Lower risk than leverage, but yields change with demand.
Best starting point for beginners.
Lend: The Foundation
Lending is the base layer of Kamino.
You:
・Deposit assets (SOL, USDC, JLP, etc.)
・Earn yield from borrowers
・Keep exposure without selling
Lower risk than leverage, but yields change with demand.
Best starting point for beginners.
Swap: Strategy Entry
Kamino integrates swaps directly into its interface.
Why this matters:
・No app-hopping
・Faster execution
・Cleaner strategy flow
Kamino doesn't replace Jupiter - it builds on top of it for strategy execution.
Swap: Strategy Entry
Kamino integrates swaps directly into its interface.
Why this matters:
・No app-hopping
・Faster execution
・Cleaner strategy flow
Kamino doesn't replace Jupiter - it builds on top of it for strategy execution.
What Kamino Really Is
Kamino is not "just a Multiply app"
It's a DeFi command center where you can:
・Swap assets
・Lend to earn yield
・Borrow against collateral
・Provide liquidity
・Trade with leverage (spot-based)
・Automate loop strategies (Multiply)
One protocol. Many actions. One risk system
What Kamino Really Is
Kamino is not "just a Multiply app"
It's a DeFi command center where you can:
・Swap assets
・Lend to earn yield
・Borrow against collateral
・Provide liquidity
・Trade with leverage (spot-based)
・Automate loop strategies (Multiply)
One protocol. Many actions. One risk system
A Full On-Chain Suite⛓
Jupiter has grown into a complete on-chain hub:
・ Best-route swaps
・ Limit orders
・ Perpetual trading
・ LFG launchpad for new Solana projects
All designed to work together, seamlessly 🔨
A Full On-Chain Suite⛓
Jupiter has grown into a complete on-chain hub:
・ Best-route swaps
・ Limit orders
・ Perpetual trading
・ LFG launchpad for new Solana projects
All designed to work together, seamlessly 🔨
The Backbone of Perps: JLP
What JLP Really Is?
JLP doesn't pay cash- like dividends.
By holding JLP, you're supplying liquidity to Jupiter Perps.
As traders use the platform, profits and losses build up in the pool -- and show up in JLP's price over time.
The Backbone of Perps: JLP
What JLP Really Is?
JLP doesn't pay cash- like dividends.
By holding JLP, you're supplying liquidity to Jupiter Perps.
As traders use the platform, profits and losses build up in the pool -- and show up in JLP's price over time.