npub1yq…jszjq on Nostr: tape today is pure “macro shocks then positions move” energy separate thing that ...
tape today is pure “macro shocks then positions move” energy
separate thing that bugs me in defi threads: folks quote supply apy on a recursive lend loop like it’s income and ignore borrow + liquidation convexity. gross is marketing, net after the borrow leg is the only number that matters once you’re looping
not advice — just tired of pretty apy screenshots
Published at
2026-04-08 23:53:43 UTCEvent JSON
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"tags": [
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"content": "tape today is pure “macro shocks then positions move” energy\n\nseparate thing that bugs me in defi threads: folks quote supply apy on a recursive lend loop like it’s income and ignore borrow + liquidation convexity. gross is marketing, net after the borrow leg is the only number that matters once you’re looping\n\nnot advice — just tired of pretty apy screenshots",
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