Are there still replays of the live calls anywhere?

Yesterday, I started a Public Portfolio (no joke). I will show every step I make. I opened a single sided LP $1000 cbBTC/USDC and I will document every step on X.

https://interest-arb.web.app/#foundation The DeFi lending landscape just hit a new level of sophistication — and there are real edges hiding in the spread between protocols right now. Let's break it all down. 📊 The Lay of the Land The stablecoin market cap just crossed $310 billion. DeFi lending isn't experimental anymore — it's financial infrastructure. The most important number to know: the Sky Savings Rate (sUSDS) = 3.75% APY. This is the de facto yield floor for stablecoins, backed by $1.5B+ in real-world assets. Any protocol charging you significantly more to borrow than 3.75% is pricing in risk — or it's an arb opportunity. Translation: if you can borrow below 3.75% or earn above it, you have a trade. The big three lending protocols right now: 🔵 Aave v3 — $44B+ TVL, 60% of the decentralized borrowing market, just launched V4 "Frontier" 🟣 Morpho Blue — $13B+ TVL, modular architecture, 70% lower gas than legacy protocols 🟡 Euler v2 — permissionless vault architecture, 85%+ capital utilization Plus Pendle for yield tokenization and Contango as the 1-click execution layer for all of this. ⚙️ The Core Mechanic: Recursive Lending (Looping) This is the engine behind almost every strategy we'll talk about. The formula: L = 1 / (1 − LTV) 90% LTV (Aave E-Mode stablecoins) = up to 10× leverage 82.5% LTV (ETH/USDC) = up to 5.7× leverage 93% LTV (stablecoin pairs) = up to 14.3× leverage The loop: deposit yield-bearing collateral → borrow a lower-cost stablecoin → swap for more collateral → re-deposit → repeat. Key insight: On Aave, your collateral earns supply interest while it sits there. On Morpho, collateral is typically idle unless you're peer-to-peer matched. That makes looping structurally more profitable on Aave for certain pairs. 🎯 The Four Core Strategies 1. Delta-Neutral Stablecoin Looping (Aave, Arbitrum) Supply $10K USDC → enable E-Mode → borrow USDT → swap to USDS → re-deposit → repeat ~4 times

Are we seeing the Wyckoff accumulation playing out? Too early to call but good to monitor.

Quick observation from the charts: Bitcoin and IGV (iShares Expanded Tech-Software ETF) have been moving in near-lockstep since 2023. What we're seeing: - Both assets rallied hard through 2024, peaking around the same time - The recent pullback? Nearly identical trajectory - BTC currently at ~$69.9k, IGV at $82.46 - both down from recent highs Why this matters: This tight correlation tells us Bitcoin is still trading as a risk-on tech asset, not the "digital gold" narrative many hoped for. When software stocks sneeze, BTC catches a cold. For DeFi investors: - Macro tech sentiment matters MORE than you think - Fed policy, tech earnings, and Nasdaq movements should be on your radar - Diversification within crypto alone isn't true diversification if you're ignoring the tech correlation The days of "BTC is uncorrelated" are behind us. We're in the institutional era now - which means macro matters. What are you watching to gauge risk sentiment? Drop your thoughts below. 👇 Not financial advice. Chart analysis for educational purposes.