Protocols
Tracking Aave Positions: Supply, Debt, Health
Aave supplies and borrows are separate tokens with independent balances. How to net them into a real position, and why health factor belongs in risk data.
2 min read
Topic
Protocols
How individual DeFi protocols represent positions on-chain, and what it takes to value them correctly.
6 articles
ProtocolsValuing Uniswap V3 Concentrated Liquidity
A Uniswap V3 position is an NFT whose composition changes with price. Why a token balance tells you nothing, and what has to be computed to value one.
2 min read
ProtocolsValuing stETH and Liquid Staking Positions
Rebasing and wrapped staking tokens need different valuation logic. Why stETH balances change with no transaction, and how wstETH breaks naive pricing.
2 min read
ProtocolsTracking Pendle PT and YT Positions Correctly
Pendle splits a yield-bearing asset into principal and yield tokens with different valuation curves. Pricing either at spot gives the wrong number.
2 min read
ProtocolsTracking Curve Pools, Gauges and veCRV
Curve positions move through three places and only one is your wallet. Why staked LP tokens vanish from balance queries and how locked veCRV should be valued.
2 min read
ProtocolsTracking EigenLayer Restaking Positions
Restaked assets leave your wallet, sit behind a withdrawal delay and carry slashing risk. What a portfolio system has to represent beyond a single value.
2 min read