John (@0x993) • Hey
John (@0x993) • Hey
Publications
- FUD over CFTC sueing Binance and CZ didn't bring the crypto market down, so what else FUDs could be coming to the crypto market? No more bigger FUD imo. The upgrade of ETH is coming, L2s are growing fast with more transactions. More gas fee buring + higher staking ratio will drastically reduce the circulating supply of ETH which could bring the price up. Once the fed is starting the new cycle of printing, external fund will come into ETH market to create the price flywheel. The bull then will start.
- The liquidity of the entire crypto market is at the bottom, it couldn't get worse too much. #BTC #Ethereum
- Dex lp as borrowables in leverage protocol is very interesting, a uni v2 lp (constant product pair) as a borrowable will need at most 25% of lp borrow value as collateral, where 25% can make sure it can cover all price range, which means no liquidation is needed at all if 25% or more collateral for lp borrowed to long. The overall leverage of a 25% collateral is a 2X plus impermenant gain (contributed by the IL from lp owed to the lender).
A v3 uni lp is even better in borrowed leveraged trading scenario, a very thin price range v3 lp acts more or less like a call option for the borrower when opening a long trade. This is what the infinity pool protocol is working on.
#defi #lending #dex
- Control net adds a good structure control over SD network. That path could possibly lead to a "right" way to the future of CG ai generation.
- Don't use auto functions(auto buy, auto sell etc) in OASIS, it will expose your vault to potential control under OASIS multi sig wallet.
- My very first step into the decentralized social network