Any thoughts on what impact this may have on YB? https://x.com/yieldbasis/status/2012551597943881819?s=46

Hey DeFi University fam! 👋 I'm excited to share a tool I've been building to help us track and visualize our DeFi positions across multiple protocols. Whether you're farming yields on Pendle, running leveraged loops on Contango, or lending on Morpho and Aave — this tool brings everything together in one dashboard. 🔗 Try it now: defiuniversity.xyz/flight 🎯 What is the DeFi Flight Simulator? It's a portfolio tracking tool that lets you: ✅ Add all your DeFi positions in one place ✅ See your total portfolio value and weighted average APY ✅ Track liquidation risk for leveraged positions ✅ Visualize your allocation with interactive charts ✅ Export/import your portfolio data The best part? It works completely offline — your data stays in your browser, no account needed. 🔒 🎮 Getting Started Adding Your First Position 1. Go to defiuniversity.xyz/flight 2. In the Configuration Console (left panel), fill in: - Position Name — Give it a descriptive name (e.g., "PT-sUSDe Dec 2025") - Protocol — The protocol you're using (Pendle, Contango, Morpho, Aave) - Asset — The asset you're holding (sUSDe, USDC, ETH, etc.) - Principal Amount — How much you've deposited (in USD) - Expected APY — Your expected yield percentage 3. Click Add Position That's it! Your position now appears in the dashboard. ✨ 📊 Protocol-Specific Examples Here's how to track positions for each protocol we commonly use: 🟣 Pendle Positions (Fixed Yields) Pendle lets you lock in fixed yields through Principal Tokens (PTs). Example Setup: - Position Name: PT-sUSDe Dec 2025 - Protocol: Pendle - Asset: PT-sUSDe - Principal: $10,000 - Expected APY: 15% - Leveraged: No ⚡ Contango Positions (Leveraged Loops) Contango enables leveraged yield farming through looping strategies. Example Setup: - Position Name: sUSDe Loop Contango - Protocol: Contango - Asset: sUSDe - Principal: $10,000 - Expected APY: 12% - Leveraged: Yes - Leverage: 3.0x - LLTV: 0.86 - Borrow APY: 4.5%

Is anyone farming Katana. I heard the yields there are really high but these seem almost unreal to me. Anyone have some experience they can share? https://x.com/sushiswap/status/2011568927999189274?s=46

Has anyone played with this yet? I would like feedback if anyone has any. https://x.com/meteoraag/status/2010994224658072050?s=46

Team, I'm looking at a possible "Iran Strike 2.0" macro setup. The thesis is simple: A Strike = Long Oil / Short Risk. The algorithms are predictable. When kinetic action starts, liquidity flees Crypto and floods into Commodities. We are playing the ETH/CL ratio collapse targeting the 33.00 level. Here is exactly how I am executing this split-leg strategy using GMX and Ostium. 🛠 The Setup We are synthesizing the short ETH/CL pair manually by opening two separate positions. Leg 1: Short Ethereum (ETH) - Platform: GMX (Arbitrum) - Why GMX: Zero price impact on entry. In high-volatility "war candles," order books on CEXs get thin. GMX’s oracle pricing ensures we get filled at the actual price without slippage eating the trade. - Position: SHORT ETH-USD - Leverage: Low to Mid (Targeting a 30-40% drop, don’t get liquidated by a wicked volatility spike before the dump). Leg 2: Long Crude Oil (WTI) - Platform: Ostium (Arbitrum) - Why Ostium: It is the premier venue for Real World Assets (RWAs) on-chain. It gives us direct exposure to Oil commodities without needing a futures broker. - Position: LONG WTI (West Texas Intermediate) - Collateral: USDC (Stablecoin settlement). ⚠️ Critical Execution Risks (Read This) Since we are splitting this trade across two venues, you must manage Leg Risk. 1. Isolated Liquidation: If Oil dumps (Leg 2 red) but ETH dumps harder (Leg 1 green), your net trade is profitable. HOWEVER, on-chain, these are separate accounts. You can get liquidated on Ostium while winning on GMX if you don't manage margin on both sides independently. 2. Funding Rates: In a panic, everyone shorts ETH. Watch the funding rate on GMX. If it goes deeply negative, you are paying to hold the short. Ensure the move's magnitude (>15%) outweighs the cost of carry. 📉 The Target We are looking for the ETH/CL Ratio to hit ~35.00. - Visual check: Watch for ETH breaking local support while Oil pushes toward $80/barrel. - Exit Strategy: I will scale out of the Oil leg first (take the commodity spike profit) and likely let the ETH short ride or close depending on how sticky the panic is.