SKY Sky (ex-MakerDAO) Loading... : Investor Sentiment and Bull/Bear Views
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11:41
Aug 18
Aug 18
Author discusses past experimentation with MKR/SKY stables and is now researching CRCL as part.
Author discusses past experimentation with MKR/SKY stables and is now researching CRCL as part of a diversification strategy, but expresses no current position or directional call.
LOW
08:12
Aug 12
Aug 12
Author exits SKY position.
Author discloses having exited their position in SKY earlier in the summer.
LOW
21:00
Aug 08
Aug 08
Old DeFi tokens UNI, AAVE, SKY undervalued.
Legacy DeFi protocols Uniswap, Aave, and Sky (formerly MakerDAO) have survived multiple bull and bear cycles, accumulated dominant market shares and massive user bases, and now generate hundreds of millions in real revenue. With tokens fully circulated (no more vesting/unlock pressure) and mechanisms like fee switches and buybacks activated, valuation multiples have compressed to extremely attractive levels compared to other tech sectors, presenting a deep-value opportunity in overlooked 'old' projects.
HIGH
04:54
Jul 13
Jul 13
1st-gen DeFi will outperform via revenue/buybacks and fintech integration.
The crypto market now values business fundamentals over technology hype. Projects that generate revenue and use it to buy back their own tokens have outperformed Bitcoin in the current bear market. These are predominantly DeFi protocols. First-generation DeFi platforms (Uniswap, Aave, Morpho, Sky) have established moats through stress testing, regulatory licenses, and deep integration with major fintech on-ramps like Coinbase and Robinhood. In the next bull cycle, money will flow into these platforms via fintech user bases, and the application layer will capture the most value, making these blue-chip DeFi tokens the primary beneficiaries.
HIGH
21:15
Jun 13
Jun 13
Author sold Sky due to growth and DeFi concerns but holds BTC, HYPE.
Author sold Sky due to growth and DeFi concerns but holds BTC, HYPE, and LIT as faster horses in their portfolio, a personal positioning update.
LOW
21:12
Jun 13
Jun 13
Author lists SKY as part of 2026 spot positioning, largely unchanged from 2025.
Author lists SKY as part of 2026 spot positioning, largely unchanged from 2025; explicit current positioning/holding makes this a long at this tweet timestamp.
LOW
06:00
Jun 09
Jun 09
The author poetically expresses readiness for potential DeFi protocol risks and lists several.
The author poetically expresses readiness for potential DeFi protocol risks and lists several crypto assets without stating any current positions or forward-looking trade calls.
18:45
Jun 04
Jun 04
Sky token likely to grow
Sky (SKY) is a revenue-generating protocol whose token value is likely to grow as its business expands, similar to Hyperliquid and USDA.
LOW
18:45
May 29
May 29
Sky stablecoin with innovative mortgage partnerships
Sky is a decentralized stablecoin that offers a 100 basis point advantage over traditional mortgage rates through its partnership with Better, making it an innovative and underfollowed crypto asset with strong growth potential.
MED
13:00
May 29
May 29
Sky and Spark lead collateral standards.
Mike cites Sky as a project conceived as an on-chain CDP pre-Ethereum and says Sky and Spark are leading the industry in creating standard frameworks for onboarding collateral, with verification by internal risk teams and others. Sky's challenge is scaling USDS and bringing quality yield-generating assets, which is exactly the type of real, if less zero-to-one, innovation crypto needs.
MED
18:45
May 14
May 14
Bet on stablecoins and yield.
For crypto portfolio managers, owning Sky and Hype is essential because they are easy to pitch to traditional funds, their businesses are growing, and they attract institutional capital. Hype is pumping due to USDC partnership and additional revenue.
HIGH
08:00
Apr 24
Apr 24
Sky's robust bridge setup differentiates it.
Sky's security architecture is robust: it uses a four-of-seven LayerZero bridging setup rather than a one-of-one DVN, and it has a reasonably documented loss waterfall. That operational security strength makes Sky better positioned than protocols relying on weaker bridge or custody setups.
MED
17:34
Apr 19
Apr 19
DeFi outflows hit Aave, Morpho, Sky, Fluid.
Reports DeFi TVL down 10% with outflows from Aave, Morpho, Sky, and Fluid; links elevated USDC/USDT supply yields of 13% to exit-driven stablecoin borrowing. No explicit directional trade recommendation.
LOW
08:00
Apr 17
Apr 17
DeFi 2.0 leads next crypto cycle.
This cycle will be dominated by DeFi 2.0. Crypto is splitting into blue-chip, exchange-traded-like assets and penny-stock speculative assets; the blue-chip game will dwarf the penny-stock game. Boomer/RIA money via ETFs and traditional allocators will move into crypto and seek sensible DeFi compounders; names like Morpho, Sky, Maple, and Kamino are examples.
HIGH
13:01
Mar 27
Mar 27
Better, a traditional mortgage originator, is using a credit facility from Sky (a crypto credit protocol) to lower its cost of capital, aiming to squeeze out ~100 basis points. This demonstrates a real-world, non-crypto company using on-chain capital markets to supplement its traditional financing. The value proposition is lower cost and efficiency for the borrower, with no direct change for the end customer. Sky's model is gaining traction with legitimate financial institutions, showcasing a pragmatic path for DeFi to service traditional finance (TradFi) and capture value from real economic activity. Governance risk within the DeFi protocol. Scaling this model requires convincing more traditional companies to take on the operational and perceived risk of using on-chain capital.
12:01
Mar 26
Mar 26
Avi said for betting on stablecoins, "my answers are Sky, which is a crypto project, it's Circle and it's Coinbase." These companies are positioned to capitalize on stablecoin adoption, which is expected to hot-swap the backend of the financial system and generate yield for holders. Long-term investments as stablecoins grow and integrate into traditional finance, capturing value from intermediaries. Regulatory changes, especially around yield generation for stablecoins, and execution risks.
19:00
Mar 20
Mar 20
Sky leads safe tokenized credit.
Sky has roughly $11.5B of stablecoins and is thoughtfully reducing credit and duration risk, with about $6B immediately redeemable in one Ethereum block. That makes it a golden credit instrument, and the market is appreciating its risk-off approach; Sky should lead in tokenized credit.
MED
03:39
Mar 18
Mar 18
Avi is "very bullish on Sky" (Maker Dao rebrand), citing its annualized revenue (~$200-420M), growing TVL ($7.5B), and daily buybacks. If stable coin adoption explodes as predicted, Sky is a pure-play way to gain exposure as a decentralized issuer and beneficiary of that growth, unlike the equity of centralized issuers. LONG because it is a fundamental picks-and-shovels play on the stable coin trend with attractive tokenomics (buybacks) and a first-mover advantage. Failure to grow TVL and revenue, or competitive pressure from other stable coin models.
17:00
Mar 17
Mar 17
Avi said "I'm very bullish on Sky" (rebrand of Maker Dao), noting it's up this year with strong revenue and TVL ($21B). As a decentralized stablecoin issuer, Sky benefits from the stablecoin adoption trend and has critical mass, making it a pure play. LONG because it's a direct bet on stablecoin growth with attractive fundamentals like daily buybacks and low market cap. Stablecoin adoption stalls, or regulatory issues impact decentralized protocols.
19:01
Mar 13
Mar 13
Sky is safe-haven revenue crypto asset
As crypto bottoms, the assets that will come back beyond BTC, ETH, and SOL are those with real businesses and revenue. Tokens producing revenue in excess of costs and buying back their token should outperform, with HYPE, Pump, Sky, Syrup, and Drive cited as examples of this revenue-meta cohort.
MED
15:38
Feb 20
Feb 20
Spark is deploying its $9 billion balance sheet (USDS) into institutional markets via "Spark Prime" and partnerships with custodians like Anchorage. Spark is a sub-DAO/core component of the Sky ecosystem. Increasing the utilization of the $9B liquidity and USDS stablecoin directly drives revenue and value accrual to the Sky ecosystem governance. Long SKY as the direct beneficiary of Spark's institutional expansion and yield generation. Regulatory crackdowns on DeFi-to-TradFi bridges; failure of institutional borrowers (counterparty risk, though mitigated by overcollateralization).
09:01
Feb 13
Feb 13
Sky is long-term buyback exemplar.
Sky, formerly Maker, has done buybacks for the longest time and may be the shining long-term example in crypto; its revenue is sustainable, genuine, and mature, making it an attractive model for value accrual.
HIGH
23:49
Feb 09
Feb 09
Thread Guy mentions "Banker" is testing 100M market cap and is an AI agent actually generating revenue (fees). "Sky" is mentioned in chat as a top chart. Crypto markets are looking for the "best vehicle to long the Singularity." AI Agents on-chain (that hold wallets and execute transactions) are the crypto-native expression of the AI boom. LONG. High-beta play on the intersection of Crypto and AI. Extreme volatility; "sell the news" events; regulatory crackdowns on AI agents handling money.
19:45
Jan 19
Jan 19
Buy and stake SKY for rewards.
SKY is attractive because the protocol is a battle-tested stablecoin platform with strong revenue and profit growth, buybacks, and a high staking reward of about 15% per year. Rune says the main reason to buy and hold SKY is staking, and explicitly calls buying and staking SKY a huge opportunity, though buybacks may not remain as large long-term.
HIGH
19:45
Jan 07
Jan 07
Sky becomes crypto's central bank
Sky is positioning itself as the central bank of crypto, lending at the prime rate to protocols that then build new composable assets in DeFi. Jason cites it as a key example of the lending/yield infrastructure benefiting from the tokenized-yield trend.
MED
15:44
Jan 07
Jan 07
1. THE FACT: The speaker has observed that deposits for $AAVE, $LDO, $UNI, $SKY.
1. THE FACT: The speaker has observed that deposits for $AAVE, $LDO, $UNI, $SKY, and $LINK from Ethereum L1 are enabled in the Lighter exchange's staging environment.
2. THE BRIDGE: Features appearing in a staging environment are a strong leading indicator that they will soon be pushed to the main production platform. A new spot listing on an exchange is a well-known short-term bullish catalyst, as it increases liquidity, accessibility, and awareness.
3. THE VERDICT: These tokens should be on a watchlist for an imminent spot listing on Lighter. A long position could be initiated in anticipation of or upon the official announcement to capture the potential price pop.
14:15
May 23
May 23
Still holding Maker as mid-curve DeFi
As the mid-curve DeFi part of his barbell, Taiki says he still owns Maker.
LOW
17:02
Apr 16
Apr 16
Long revenue RWA vs short ETH.
In a choppy market, he is accumulating revenue-generating RWA/linked tokens such as Plume, Pendle, Curve, AO, Maker, and Grass, betting they eventually change tokenomics to pay back holders, while shorting ETH against the basket because these assets trade lockstep with ETH and ETH could fall further, potentially to $1,000 this year.
HIGH
15:00
Mar 28
Mar 28
Long Maker on stablecoin bill catalyst.
Taiki Maeda is long Maker. He built edge by obsessing over the sector and speaking with the founders of Maker and Spark, and he sees the coming stablecoin bill in April or May as a catalyst while sizing for downside and upside scenarios.
HIGH
01:06
Feb 23
Feb 23
MKR benefits from rate spread
Su says Maker is interesting and he is pretty bullish if they implement an interest-rate spread that lets the protocol earn money, though he notes this may be consensus.
MED
About SKY Investor Commentary
Across the available history and selected sources, Buzzberg tracks SKY (Sky (ex-MakerDAO)) across 13 sources: 22 bullish vs 0 bearish calls from 18 authors. Historical directional balance: 71% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 31 total trade ideas tracked. Latest voices: izebel_eth, Matheus Parizotto, Cho Dong-hyun.