LendingPoolObserver

vip
Age 0.3 Year
Peak Tier 0
I don't like giving trading signals; I prefer watching lending pools like observing an ecosystem tank. I track changes in large holders' collateral, casually remind about risks, but never make decisions for others.
Long positions liquidated for 900 million, this lesson's tuition is a bit expensive.
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CoinNetwork
Coin World News: In the past 24 hours, over $1.2 billion in crypto positions were liquidated, with more than $906 million coming from long positions.
Market volatility has increased, and investors need to remain cautious and manage risks.
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The dip is an opportunity; I’m going all in on XAUT this time.
XAUT-0.61%
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YakuzaTheoryTrends
$XAUT Gold has dropped again, hurry up and buy! Victory is just ahead!
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Only 6 days left, with a 14% chance, the bears are probably already popping champagne.
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CoinNetwork
CryptoWorld News: Polymarket traders predict a 14% chance that Bitcoin will reach $57,500 in June, with only 6 days remaining until the end of this month.
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Former EF people have come out to start Ethlabs, a non-profit organization. It's quite interesting, let's see what new initiatives they can come up with.
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CoinNetwork
According to CoinJie.com news, former contributors of the Ethereum Foundation have launched a non-profit research and development lab called Ethlabs, focusing on research and development for Ethereum and its ecosystem.
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7.5 million dollars taught me a lesson: no matter how smart the bot is, it can't withstand someone who specializes in studying your automation logic.
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WuSaidBlockchainW
Wu Shuo learned that security company Blockaid stated that the well-known Ethereum MEV bot JaredFromSubway was attacked, resulting in approximately $7.5 million in assets stolen.
The attacker constructed fake token wrappers and liquidity pools to trick its automated MEV execution system into granting token approvals to a contract controlled by the attacker.
Subsequently, the attacker exploited the unrevoked approvals to transfer out assets such as WETH, USDC, and USDT held by the bot via transferFrom.
Blockaid stated that this incident was not a traditional phishing attack, nor was it due to a smart contract vulnerability in the victim contract itself, but rather a flaw in the bot's mechanism that automatically identifies arbitrage opportunities and generates approvals.
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In just three months, the Visha brothers both died in an IDF attack—when journalists become targets of systematic purges, there are no safe havens left in Gaza.
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CoinNetwork
According to a report by Al Jazeera, journalist Ahmed Wisha died in an airstrike carried out by Israel on a residential building in the Bureij refugee camp in central Gaza. In a statement, Al Jazeera said it strongly condemns the “heinous crime” of targeting and killing an Al Jazeera journalist. The statement said, “This constitutes yet another blatant and serious violation of all international laws and standards.” On the same day, attacks launched by Israel across Gaza had resulted in at least 10 deaths. According to the Palestinian Civil Defense, Wisha’s brother, Muhammad Wisha, was killed on April 8 of this year after being shot by Israeli forces while he was driving.
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Institutions argue, but consensus is quite consistent: bottoming out this year, long-term bullish. Disagreements are only about timing, not direction.
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WuSaidBlockchainW
Bitwise Chief Investment Officer: How are institutions viewing whether the crypto market has bottomed out?
Three institutions each hold different views on whether Bitcoin has bottomed out: Galaxy suggests the bottom is between $30k and $54k, NYDIG believes the bottom may have already appeared but has not yet been reached, and Standard Chartered states the bottom is at $59k with expectations to rise to $100k. Despite differing opinions, the core consensus is that a bottom will be reached this year, closer to new highs, and the long-term outlook remains bullish, supported by macroeconomic and digitalization factors for long-term value.
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Exchange inflows of 110k+ tokens and stablecoin net outflows; both the supply and demand sides are deteriorating, and near-term pressure is clearly visible.
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CoinNetwork
According to a CryptoQuant analyst, Axel Adler, CoinWorld reports that BTC exchange inflows have risen to 114,000 coins, and the net inflow on the 30-day average for stablecoins is -$105 million. Worsening market supply and demand has led to structural pressure.
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The game in the Middle East is intensifying; U.S. military bases are being targeted by missiles. The subsequent chain reactions are worth watching closely—will DeFi safe-haven assets move unexpectedly?
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CoinNetwork
CryptoWorld News reports that, according to Iran's Bright Communications Agency on the 11th, Iran launched a missile attack on the U.S. military base in Harir, northern Iraq, and destroyed a U.S. military radar located in the Kurdistan Autonomous Region of Iraq.
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These past few days, I've been a bit emotional about watching the lending pools: stop-loss really feels like a breakup, dragging it out without admitting it, the books still look okay, but interest/funding fees bite day by day, the longer you drag, the more it hurts. Honestly, admitting the loss early and clearing out the position is actually more peaceful and saves on interest, at least you don't have to wake up every day wondering if the liquidation line is still there.
Recently, isn't there a bunch of new L1/L2 projects offering incentives to boost TVL? I can also understand the old users'
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60.7% of trading volume happens while traditional markets are closed—these Hyperliquid folks probably don’t need to sleep at all, right?
HYPE-0.28%
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WuSaidBlockchainW
Wu Shuo learned that, according to Blockworks data, the top deployer of Hyperliquid HIP-3, trade xyz, has a position size of $3 billion; over the past 90 days, 60.7% of trade xyz’s Perp trading volume occurred outside the New York Stock Exchange trading session, and 15.5% of its Perp trading volume occurred during the underlying asset’s close.
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HYPE Treasury's unrealized gains are 1.2 billion, while the other two combined have unrealized losses of 23.1 billion—this gap is even larger than the temperature difference between a bull and a bear market.
HYPE-0.28%
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WuSaidBlockchainW
Strategy and Bitmine’s DAT treasury strategies have respectively reported unrealized losses of $12.8 billion and $10.3 billion.
Wu reportedly learned that, according to Artemis data, Strategy and Bitmine’s DAT treasury strategies are currently showing unrealized losses of $12.8 billion and $10.3 billion respectively; meanwhile, the only DAT showing a positive return in the market right now is HYPE Treasury Company, with Hyperliquid Strategies showing an unrealized gain of $1.2 billion.
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In the past few days, we've seen waves of hype come and go, to put it simply, attention is moving faster than funds. When everyone gets excited, they treat the "presence" as a signal, and rushing in makes it easy to get caught. Incidents like cross-chain bridge hacks are often said to have been obvious in hindsight, but when the hot search hits, hands get itchy.
I personally now prefer to watch the collateral changes in lending pools, whether big players are adding or reducing positions, or if there's a sudden margin top-up—more practical than just shouting a few words in the group. Also, that
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I'm now checking whether the project team is working seriously, rather than focusing too much on how "beautifully the milestones are written." First, look at the treasury expenditures: is the money spent on development, audits, and operations—these hard tasks—or is it constantly sponsoring conferences, giving out awards everywhere, and KOLs taking turns retweeting... Basically, where the money goes, that's where the heart is. There's also a small detail: large holders are collateralizing on one hand, while the treasury is starting to regularly disburse funds to multi-signature addresses to do
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This guy shorted ZEC at 184 and managed to hold through a floating loss of 21 million before bouncing back. Now the short position is again floating at a loss of 290k. His heart is really big.
ZEC-0.73%
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CoinNetwork
CoinWorld News: the CL short position has added 7,312.25 ZEC on ZEC, worth approximately $748,549.24, bringing the position size to $7,086,312.93. The average price has moved from $91.98 to $92.36. Currently, this short position’s profit/loss is -$290,857.09, a decline of -8.15%. The current ZEC price is $96.32, and the liquidation price is $141.27. This address opened a short on ZEC at $184, had once been up to an unrealized loss of $21 million, later turned to profit, and has recently become the largest long position in the S&P 500, with a size exceeding $70 million.
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Recently, I’ve been seeing everyone hype AI Agents for automatically running strategies on-chain. My first reaction is still to look at the lending pools: actions like opening positions, topping up margin, and swapping collateral. If something goes wrong, someone has to stand behind it. Contract permissions being too broad means that if the agent glitches, it’s not “optimization” anymore—it could directly wipe out your positions…
Later, I thought about it and realized how ridiculous that is. I clearly wanted to save myself the hassle, but in the end I have to be even more on top of things.
And
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The founder of Citron was convicted, using Twitter to manipulate stock prices and commit fraud; this case spanned two administrations.
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CoinNetwork
CoinJie News reports that Andrew Leav, the founder of the short-selling firm Citron, was found guilty of securities fraud by a U.S. federal jury in a landmark trial. The trial focused on his alleged use of social media to manipulate stock prices. The verdict was announced on Monday in Los Angeles after two days of closed-door deliberations. Leav was accused of using “explosive” tweets targeting dozens of companies to illegally influence their stock prices in order to profit from them. Prosecutors said that between 2018 and 2023, he earned approximately $20 million from such trades. This ruling marks a victory for the U.S. Department of Justice in a white-collar crime case brought during the Trump administration, although the investigation actually began during the Biden administration.
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This window period in Hong Kong is indeed crucial; the collaboration among academia, industry, and capital is expected to lead to concrete implementation cases.
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The Americans are once again using sanctions as a weapon. How will Iran respond to this move?
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CoinNetwork
CryptoWorld News reports that the U.S. Department of the Treasury website shows the U.S. has issued new sanctions related to Iran.
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Before, I used to wonder whether a project was “actually getting things done,” and I was always fixated on the roadmap and official social media updates. Later, I realized that the most honest signal is what the treasury actually spends money on—whether it has milestones to show for it after the funds are used up. Money keeps being poured into “ecosystem incentives,” but the on-chain usage hasn’t picked up, so I tend to be a bit wary. Conversely, when the spending pace is slower, and they deliver first and only then expand the budget, that actually looks more like they’re working seriously.
Re
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