Sam MacPherson from Phoenix Labs explains the wholesale credit model in terms any capital allocator understands.
Cost of capital: ~4.05% (borrow rate from Sky).
Deployment venues: DeFi lending, CeFi OTC (Anchorage Digital), CeDeFi prime brokerage (...
Sky (SKY)
Sentiment
Shows the token's social media mindshare and sentiment over time
A whale deposited 76.1M $SKY ($5.65) in the past 24 hours, making a $2.5M profit.
The whale initially withdrew 92.6M $SKY for $4.66M from #Binance 4-6 months ago and still holds 21.39M1 $SKY ($1.5M).
Address: 0x6c240128E56782A389E5F6D5D958865a02cf3...
3/23/2026 01:19
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apollo global management took a 9% stake in morpho. 90m tokens over 4 years from an $840B AUM manager. protocol doing $260m annualized revenue with fee switch still off at $1B market cap. parafi sold AAVE to buy SKY tokens and deposit into morpho. th...
3/18/2026 12:39
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blockchain capital just moved $24.8m in AAVE to coinbase prime. parafi swapped their position into SKY tokens. meanwhile MORPHO crossed $10b TVL with apollo's 9% stake backing them. the teams that drove 61% of aave governance actions are gone by apri...
3/15/2026 22:20
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Sky USDS posted $950m single day inflow. became ethereum's top revenue protocol. impressive until you see $14.8b of total deposits come from Justin Sun alone. one wallet controls the growth narrative. 55% liquidity ratio on savings products. if sun e...
3/13/2026 11:16
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1
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Lido launched EarnUSD yesterday. first stablecoin product in their history. they're routing 87k token holders and $30b+ in staked ETH toward Morpho infrastructure. $300m flowed into Sky-curated Morpho vaults in one month. Apollo owns 9% of Morpho. th...
3/12/2026 15:52
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Maker/Sky moving to cut buybacks by >85%. Originally it was a complete halt, but was edited to retain a nominal buyback.
This is the correct course of action, since Maker/Sky is pretty undercapitalized and has been for several quarters. https://t...
3/10/2026 19:32
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Stablecoin Dom is up to 13.3% with day over day and week over week growth in USDT, USDC & Sky markets.
Interestingly, as noted by my friend @yieldsearcher, this rapid growth in stable coin market cap MAY be bc emerging markets are using stables a...
3/10/2026 19:20
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These are goldilocks macro conditions for stablecoins
Stablecoins benefit from higher nominal rates, higher inflation, larger debt to gdp ratios, and wider credit spreads
This is why Circle and Sky are rallying
Tether would be mooning right now i...
3/10/2026 16:08
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83% of the Top 100 coins are still in the red over the past 90 days.
Most of these coins will continue to bleed into irrelevance.
But the outperformers in these markets, will continue to do so.
I see $MORPHO, $SKY, $HYPE as continued winners. http...
3/10/2026 14:00
3.3K
20
1
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rune christensen just opened $5.89m in oil futures on hyperliquid. pushed funding rates to 400%. sky co-founder using a perp dex for commodity exposure instead of tradfi prime brokers. the shorts paying 400% annual to fade him are going to learn abou...
3/7/2026 21:29
10K
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Rune (@RuneKek), Cofounder of Sky (fka MakerDAO), is going long #oil!
1 hour ago, he created a new wallet, deposited 4.01M $USDC, and opened long positions on:
• 62,006 xyz:CL($5.7M)
• 3,141 xyz:BRENTOIL($292K)
https://t.co/zw00LI3UZ4 https://t.co...
3/7/2026 05:31
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sky's sUSDS just absorbed $880m in a single wallet earning $168k daily at 7% yield. that's not yield farming, that's parking nine figures somewhere circle can't freeze with a compliance call. when the position is too big to trust counterparties, you ...
3/6/2026 11:11
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🇺🇸🇮🇷IRAN READY TO ABANDON NUCLEAR PROGRAM IF U.S. MAKES A SATISFACTORY OFFER
Iran’s Deputy Foreign Minister said the country is prepared to abandon its nuclear program if the United States presents a satisfactory alternative offer, as per Sky Ne...
3/5/2026 10:15
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Social Statistics
Social media metrics tracking this token's online presence. Mindshare shows the percentage of crypto discussion focused on this token. Momentum indicates trend direction (rising or falling). Net Sentiment measures overall community sentiment (positive, negative, or neutral) based on the difference between positive and negative mentions.
Mindshare (24h)
0.00%
Mindshare Momentum
Down
Net Sentiment
Neutral
Sentiment Momentum
Down
Featured Tweet
Post with highest engagement and good quality mentioning Sky in the past week



















