
Casting hex wizardry | prev: @blockworksres | @openblocklabs https://xitter.cf/t.co/rzw9wCBEzY https://xitter.cf/t.co/I3g8v1M4R5
Joined August 2024
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The DTCC address cluster from the September Fulcrum tests is now testing lending on public ledgers
This is not a simple DvP sale. This is a CRE orchestrated workflow on a public ledger involving the largest custodian in the world and a decentralized app
On Oct 20 they started running a loan DvP on a test equity using Morpho Blue to borrow and repay
Since then 18 opens, 5 closes, 4 collateral increases, 0 sales, 0 liquidations
The markets consisted of test equity collateral / test usd loan at 86% LLTV. Interest accrued at ~5% apy
sepolia.etherscan.io/token/0…
The DTCC address cluster from the September Fulcrum tests is now testing lending on public ledgers
This is not a simple DvP sale. This is a CRE orchestrated workflow on a public ledger involving the largest custodian in the world and a decentralized app
On Oct 20 they started running a loan DvP on a test equity using Morpho Blue to borrow and repay
Since then 18 opens, 5 closes, 4 collateral increases, 0 sales, 0 liquidations
The markets consisted of test equity collateral / test usd loan at 86% LLTV. Interest accrued at ~5% apy
sepolia.etherscan.io/token/0…
.@Dune consider adding read limits that are time/credit based rather than distinct event credit based.
one rogue agent decided to paginate the reads as a workaround and i blew a full month of credits in minutes 🙃
The next wave is heavily weighted upside for incumbents and who have already solidified their roadmaps
This next wave will be a tsunami of bringing the old to the new among chosen winners in each sector
It’d be wise to accept this reality and follow their breadcrumbs
Robinhood chain's STF censored another 6 transactions this morning (54 in oct) that attempted to be force included from the L1
Reminder that it is not a permissionless chain
Censored address:
robinhoodchain.blockscout.co…
full censorship dashboard here:
dune.com/ryeblocks_analytics…
The first call hapened back in april with recent early adoption from @ZenithProtocols as the current primary user powering their XLM perps feed
looks like @GMX_IO may have done a test in September for a GMX stream
For now adoption is limited with only 1k calls made in total
NEW: Chainlink oracle infrastructure is now live on @StellarOrg, bringing Data Feeds and Data Streams to Stellar network’s $4B+ RWA ecosystem.
Devs gain verifiable market data powering lending, stablecoins, tokenized equities, & more.
Through the Chainlink Scale program, Stellar is making a substantial capital commitment to give its builders cost-efficient access to high-quality, institutional-grade oracle infra.
On Oct 9th, chainlink load tested hundreds of CRE workflows talking to AWS using the Key Value Store (AWS S3) workflow. It relies on SigV4 so the DON can read and update S3 objects without putting AWS keys onchain
This is how you build the universal golden record at scale
sepolia.etherscan.io/txs?a=0…
82% of rewards emitted from @aeroxyz gauges may have been one tick farmed at increased rewards compared to "real" LP's
- 470.2m AERO claimed (~$454.1m)
- 387.4m AERO claimed by addresses who have ever one ticked (82.4%, ~$374.1m)
- 222.7m AERO claimed on same tx as a one tick mint/burn (47.4%, ~$215.1m)
dune.com/ryeblocks_analytics…
Currently every hour @The_DTCC runs a live production test of fulcrum on sepolia. What's happening is tokenized MSFT gets locked -> 10k tUSD gets borrowed -> repaid in ~30 seconds unlocking the MSFT collateral
Regulated defi is here
sepolia.etherscan.io/token/0…
On Sept 1st the DTCC ran its first test with real value, transferring 1 share of MSFT across CCIP between their private testnet -> Ethereum sepolia
16 days later they attached CRE workflows to the CCIP transfer
~1000 messages in the last 30 days
Hyperchainlinkization
Data:
Outbound (Sepolia → Quartzite sends) dune.com/queries/8923488
Inbound (Quartzite → Sepolia executes) dune.com/queries/8923638
Since the @chainlink reserve has launched, about 11x has been sent to binance vs what was bought back
At current unlock rate these will continue until dec 2029
The next unlock is expected to happen within the next 2 weeks
Chainlink just bought another $1m+ of $LINK from CowSwap to support retail investors and reaffirm its long-term buyback commitment.
Buybacks have now become the new normal - and nobody even pays attention anymore!













