Thlither (@0xthlither) / X

Thlither

1,581 posts

Thlither

@0xthlither

defi lead @LayerZero_Core |||| just an enjoyoor of magic internet coins, Ripple pump class of 2017

Joined July 2023

Pinned
Thlither
@0xthlither
Sep 26, 2025
LZ isn't just interop, it's better money technology in crypto, sometimes we lose perspective on how large certain numbers are, so here's some insight on the ~$19.16B in value transferred that @LayerZero_Core has facilitated in the past month: > Square did ~$21.4B in avg. dollar
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Thlither
@0xthlither
Mar 29, 2024
Time for a ultra deep dive into @pendle_fi YT Those who aped into @ethena YT-USDe a month ago will be handsomely rewarded Tuesday when $ENA drops. If you have fomo, want to learn about what YT are, how they’re priced, and which one you should look at today, read on
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Thlither
@0xthlither
Apr 16, 2024
YT OPTIMIZATION ALFA It's important to understand the advantage of a 50% sat boost for @ethena s2, much more easily attainable through the newly-launched @pendle_fi YT ENA pool Pretend you wanna farm $ena and have $1k to ape into @pendle_fi YT - let's take a look at 4
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Thlither
@0xthlither
Jul 3, 2024
got a DM today: why is the TVL visible on @pendle_fi much lower than their stated TVL? If you add up the total liquidity on Pendle markets, it only comes out to about $1b, but on @DefiLlama it's listed as $3.66b. Why? SHORT ANSWER: liq ≠ SY docs.google.com/spreadsheets/d… LONG
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Thlither
@0xthlither
Apr 8, 2024
Some basic math re locking $ena for @ethena s2 airdrop (hint: do it if you're bullish and were planning on holding anyways) NFA/DYOR
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Thlither
@0xthlither
Apr 22, 2024
SAT COUNT UPDATE 20 days into Ethena s2, a lot of us are carefully watching the total sat number. I originally predicted a possible total of 10T, but how is this holding up? This post covers 3 things: up-to-date sat projection, campaign length, and how to approach the future
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Thlither
@0xthlither
Feb 25, 2024
Replying to @TheStalwart
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Thlither
@0xthlither
May 17, 2024
sUSDe yield now at 37.2%, so here's what $1 would return buying: 1) vanilla sUSDe on @ethena 2) @pendle_fi PT sUSDe 3) pendle YT sUSDe GCR said the man who chases 2 rabbits catches neither. This applies here - choose yield or points, don't split the difference (nfa/dyor)
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Thlither
@0xthlither
Apr 4, 2024
SAT MATH TIME BABY The whole TL is talking about sats and @ethena season 2, but what could a sat actually be worth? Join me on a journey of highly speculative math as I try to answer this question by finding: 1) the total number of sats that will be created, and 2) the
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Thlither
@0xthlither
Jul 1, 2024
I’m still heavily in Ethena eco/ena as a levered eth bet. Not the purest beta, but the entire protocol is designed to capture value in the event of eth pumping Not surprised to see sUSDe redemptions and TVL stagnation when protocol yield is only 8.6%
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Thlither
@0xthlither
Apr 2, 2024
A lot of people asking me what sats are worth for @ethena s2 Impossible to say right now. With different collateral, new pools and multipliers, a longer campaign term and many more participatooors, sat rate will be totally different from shard rate. In a week or so there’ll
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Thlither
@0xthlither
Mar 29, 2024
Replying to @0xthlither
if you enjoyed this, show me some love by signing up for EtherFi thru my ref link! Gotta pump <my_bags> somehow right?
eETH | etherfi
From ether.fi
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Thlither
@0xthlither
Apr 22, 2024
docs.google.com/spreadsheets/d… 1 more for the day: copy this into a new sheet & you'll have a snapshot-style airdrop status checker for @ethena s2 Really simply, just divides your sats by total sats and runs thru some airdrop % and price scenarios
docs.google.com
ENA Airdrop Tracker
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Thlither
@0xthlither
Apr 3, 2024
Sat math post coming soon frens
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