DeFi Founder building for better yield Building 1delta and @YieldCircle
Berlin, Germany
Joined February 2021
- Tweets430
- Following149
- Followers562
- Likes964
Achim retweeted
Superteam Germany is heading to London for BP26 🇬🇧⚡
Breakpoint is one of a kind - the connections you make there can shape your entire future in Solana.
📍 London | 15–17 November 2026
Who's coming? 👀👇
Achim retweeted
Stablecoin loops: both on @llamalend, same debt, very different outcome.
svZCHF/crvUSD: −$32, and +$4.5, but the dollar rallying vs the franc cost $36.
sDOLA/crvUSD: +$15, $0 price move. All yield.
ethereum:0xb58e61c3098d85632df34eecfb899a1ed80921cb isn't a dollar (duh!). FX moves can eat your APR.
Mind the basis!
Achim retweeted
The winners of the German Track of the @colosseum Crypto World's Fair Hackathon are IN!
🥇 @Kobo_now - your 2nd brain for finance.
🥈 @FrostOptions - the protocol bringing layered reinsurance to funding risk.
🥉 @YieldCircle - the social yield app to follow the best wallets and copy their positions in one tap.
🏅 @tockerxyz - infrastructure for autonomous trading agents running 24/7.
Huge congrats to the winners and every team that shipped!
The future of Solana in Germany is looking bright 🫡
How @flyingtulip_ gnerates intrinsic revenue per default
@flyingtulip_: the lender that holds no cash.
Same one-account model as @aave. But the pool is empty: every deposit, and every dollar behind ethereum:0xf7d85ec4e7710f71992752eac2111312e73e9c9c, is out working. Some of it inside Flying Tulip's own lending book.
What that means for you as a lender: 1delta.io/blog/flying-tulip-…
Achim retweeted
@flyingtulip_: the lender that holds no cash.
Same one-account model as @aave. But the pool is empty: every deposit, and every dollar behind ethereum:0xf7d85ec4e7710f71992752eac2111312e73e9c9c, is out working. Some of it inside Flying Tulip's own lending book.
What that means for you as a lender: 1delta.io/blog/flying-tulip-…
Achim retweeted
Positions created in YieldCircle live in your wallet.
That means they are visible across all apps. For example, a leveraged loop created in a @NysaFinance-curated market via @Kamino also shows up in the native app.
Just not as beautifully ;)
Interesting development of the “curator” role
@SentoraHQ curates $1.32B of @morpho vaults and @aave V4's first external market
Same collateral, two legal shapes
Allocating pooled deposits looks like fund management (SEC: investment company, adviser)
Setting rates, collateral and LTVs looks like originating credit (loans as notes)
1delta.io/blog/market-curati…
Achim retweeted
Earning on bitcoin:native is hard. Earning with it isn't.
58 of 65 direct bitcoin:native strategies pay under 2%.
Instead: deposit bitcoin:native, borrow $USDC at 50% LTV (4.5%), put the $USDC to work.
A plain $USDC deposit nets 3.3% on your bitcoin:native. A $USDC loop, 22%.
bitcoin:native exposure kept.
Achim retweeted
1delta X is live on @rootstock_io as a pre-audit beta with swaps as intents.
You sign the outcome you'd accept, a filler executes it and pays the network fees.
Pay with USD₮0, no RBTC needed at any step.
App: x-beta.1delta.io/
Interesting read on what the largest loopers do
@krzysgogol, Rymarczyk and Kristo analyzed ethereum:0x9d39a5de30e57443bff2a8307a4256c8797a3497, ethereum:0xa3931d71877c0e7a3148cb7eb4463524fec27fbd and ethereum:0x80ac24aa929eaf5013f6436cda2a7ba190f5cc0b looping on @aave and @Morpho since March 2024.
What they found:
· 84% of Aave ethereum:0x9d39a5de30e57443bff2a8307a4256c8797a3497 borrowers sit at 1.1x or less. 26 addresses at 5–8x hold $275M, 48 above 8x hold $119M.
· Once set, leverage changes on 7.2% of days.
· Whales are 13% of the positions below HF 1.05 and hold 97% of that collateral.
· Lowest health factor seen: 0.998. Liquidations: none.
· 18.5% of @Aave whales have used a flash loan exit. No @Morpho whale has.
Their checklist for any loop: carry, leverage, buffer, penalty, oracle, exit, and who else sits at the same threshold.
Achim retweeted
@aave's tokenized-stock market on @base, four weeks in. We read the contracts:
Stock collateral: $1.46M → $10.10M
ethereum:0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48 borrowed: $0.40M → $4.40M
ethereum:0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48 supplied: $6.24M → $5.29M
Borrowers showed up. Lenders didn't. $889K left to lend.
1delta.io/blog/weekly-brief-…
Demand for borrowing against stocks is for sure there
Cross-margin with e.g. only stablecoins to borrow seems to be a strong starting model
@aave's tokenized-stock market on @base, four weeks in. We read the contracts:
Stock collateral: $1.46M → $10.10M
ethereum:0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48 borrowed: $0.40M → $4.40M
ethereum:0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48 supplied: $6.24M → $5.29M
Borrowers showed up. Lenders didn't. $889K left to lend.
1delta.io/blog/weekly-brief-…
Had a great time pitching @YieldCircle at @SuperteamDE's Demo Dinner last night.
Follow the proof, not the promotion. Real wallets, on-chain ranking, one-tap copy on EVM and @solana.
Thanks to @SuperteamDE for hosting and to everyone in the room.
Solana, the memecoin chain - or is it?
The range of high-yield RWAs on Solana got pretty wild (Reinsurance, private credit and much more)
And that is just the start!
Long-time EVM builder, going to BP26
@SuperteamDE @SolanaEvents
luma.com/breakpoint2026?tk=H…
Achim retweeted
Early stage European VC is dead.
Slow exits (and few IPOs) mean less returns for LPs. Funds cannot raise and dry powder runs low. Or so people say.
Yes, fundraising is tough. But AI makes especially small teams hyper productive, a 5 person team ships what used to take 50.
And the investors are showing up!
Thank you Signature Ventures, Greenfield, Heartfelt, Caesar VC , Speedinvest, Purple Ventures, CVVC, Blockwall for supporting and meeting our founders at demo dinner last week.
LFG 🚀
Achim retweeted
We put every strategy wallets actually run on one chart. One dot each.
Dollars: a crowd past 10%.
ETH and SOL: a pile at 2–5%.
BTC: 44 of 47 under 2%.
Farming difficulty is mostly a choice of asset.
Which range do you farm in?
It was a great experience presenting @YieldCircle
8 teams. 8 VCs. One table. 🍷
Last night, we hosted our first Demo Dinner. We brought together some of our most promising builders with investors, for an evening of conversations that go beyond the pitch deck.
Fundraising is as much about relationships as it is about the pitch. And getting in front of the right people isn't always easy.
That's exactly the kind of gap we want to close.
Big shoutout to @YieldCircle @overdotcomputer @R0boPay @benchdotmarkets @Kobo_now @FrostOptions @craftsdev and @OOBEonSol for stepping up and showing what they've been building.
Achim retweeted
8 teams. 8 VCs. One table. 🍷
Last night, we hosted our first Demo Dinner. We brought together some of our most promising builders with investors, for an evening of conversations that go beyond the pitch deck.
Fundraising is as much about relationships as it is about the pitch. And getting in front of the right people isn't always easy.
That's exactly the kind of gap we want to close.
Big shoutout to @YieldCircle @overdotcomputer @R0boPay @benchdotmarkets @Kobo_now @FrostOptions @craftsdev and @OOBEonSol for stepping up and showing what they've been building.
Achim retweeted
Yield Cup Series 1: Yield only 🏆
Pure price moves don't count. Your SOL 10x? Scores zero
Same paper bank for everyone: e.g. $10k USDC + 1 SOL
Score = yield earned minus fees, on your whole bank. Idle money counts against you
Loops count at net carry. Get liquidated, lose it
Achim retweeted
If you're not Justin Sun @justinsuntron, you're lucky: you can out-farm him.
His wallet holds $1.1bn. 99.8% sits in @SkyEcosystem ethereum:0xa3931d71877c0e7a3148cb7eb4463524fec27fbd at 3.7%. Not lazy, just stuck: $1bn can't loop or fit in a small vault without impacting rates. It parks.
His size is a cage. Yours is a cheat code.
Follow farmers who run your size, not whales. The yields will surprise you.
