SOHA

GM GN CT ☕️ One $USG , three very different risk books: lever an LP, trade with borrowed liquidity, or skip the debt and park in sUSG. sUSG is the quiet one—a Yearn v3 vault that auto-compounds USG, with 25% of protocol revenue currently feeding its yield. Borrowing is a different game: HEC and L…

GM GN CT ☕️ fxUSD supply dropped to $79.72M, but the reserve didn’t move in one clean line. Official stats now show $111.42M in reserve assets, with 6,666.30 stETH and 1,264.34 WBTC. Compared with the prior snapshot, stETH is slightly higher while WBTC is lower. So I’m not reading the supply drop…

GM GN CT ☕️ The people who built it just asked the world to wait. Then they priced the wait. Last weekend Anthropic’s CEO called for a slowdown at the frontier. Altman said pacing is not stopping. Musk agreed. Chips sold off. Cyber names ripped. California signed a kill-switch order. Same week, …

GM GN CT ☕️ What caught my attention about @Tangent_fi upcoming FIR markets isn’t just the fixed rate part. It’s the possibility that people may quietly translate fixed borrowing cost into more predictable position. Those are not the same thing. FIR isn’t set forever and untouchable. Tangent als…