Discover and read the best of Twitter Threads about #LSD

Most recents (24)

Get ready to explore the world of Entangle - an upcoming, groundbreaking protocol that's revolutionizing cross-chain liquid staking through its innovative derivatives (#LSD).

Follow this visual thread as we take you on a journey into the future with @Entanglefi.

1/ Image
Before we move forward, please note that this thread merely aims to share our understanding of the topic and should not be taken as financial advice.

Disclosure: This post is under a partnership with the @Entanglefi team.

2/
In this visual thread we will cover as follows:
- Cross-Chain Illiquidity
- Liquidity Recycle Problem
- LSD and xLSD
- Entangle Multiverse
- LSD Intrachain
- xLSD Cross-Chain
- Oracle and Blockchain
- End-Users In Practice
- End-Protocol Benefits

3/
Read 17 tweets
Last PART on @pendle_fi !

After the first two THREADs :
Part 1 :
Part 2 :

where we saw the principles of the protocol, let's see the last part on the Tokenomics of the @pendle_fi project.

So let’s dive into it !

THREAD 🧵🧵🧵
Let's start by watching TVL on @DefiLlama, we see a strong increase in this TVL from December 2022.
Surely the beginning of the #LSD narrative.

Logically @pendle_fi takes strength on this narrative because it allows to trade Yields from #LSDs.
Logically, the price has also had the same evolution as the TVL (narrative LSDs).
Read 16 tweets
【 $AURA: Balancer上的CVX,未来前景无限!】

在LSD领域,Curve已经处于绝对霸主的地位,但Balancer也在努力的争取市场; #DeFi #LSD

未来Balancer如果迎来爆发,Aura是一个不可忽视的项目标的;@AuraFinance

link.medium.com/Yb857DF66xb
Aura Finance 是围绕Balancer生态veBAL打造的收益提升和元治理平台,由 Sushiswap 前 CEO 0xMaki 建立;

Aura 和Balancer就像Convex和Curve的关系一样,Aura的核心功能和Convex也类似,但当前的资本效率远高于Convex;
核心逻辑:我们先来了解一下Convex 和Curve的关系,在Curve的经济模型中,拥有veCRV相当拥有Curve协议的治理权,获取方式通过质押CRV来获取,Convex相当于是对veCRV的收益和治理进行了分离,锁定代币CVX即可拥有veCRV间接的投票权,这样做即降低了项目方在Curve建池子的成本,同时也提升了资本效率;
Read 12 tweets
#GLPLego系列之 Pendle x #GLP
GLP = 一邊拿藍籌幣、一邊能下金蛋#RealYield的雞

🧐APR時高時低,能把利率固定嗎?
🧐對抗Trader PnL,不怕被🐳炒家擄劫行嗎?
🧐賺額外swap fee、激勵獎賞?
🧐不靠借貸槓桿,GLP回報提升接近1倍?
🧐甚至上下套利、無上限回報?

深入分析@pendle_fi 4種場境策略
提升回報
厲害的交易者,甚至能炒賣利率(對GLP未來生產fee能力的預期)
實現不錯的短線回報

@gabavineb 5天內就由5000粒GLP起手,賺到額外528粒GLP
靠的就是對GLP預期利率上沖下洗
寫在前頭,
有些人看到APR不夠高不開心、
有些人看到協議一層疊加一層覺得不安全。

咸魚清菜各有所愛,#GLPLego系列不是給後者看的、可以跳過
Read 42 tweets
#NFT 交易之后,盘点 #NFT借贷 细分领域的潜在变化。
该thread主要涵盖以下3个方面:
1⃣️NFT借贷模式、代表项目及其变化;
2⃣️#BAYC 及其直系NFT开启挖矿( $APE )功能;
3⃣️NFT细分业务的拓展整合.

附上之前NFT交易赛道的文章链接:
1⃣️NFT借贷模式、代表项目及其变化;
当前NFT以 #PFP 类为主,缺乏借NFT的需求,导致NFT借贷行为只发生在单边,即抵押 #NFT 借 $ETH 等币种,没有抵押ETH等币种借NFT的。

NFT借贷分为 #点对点#点对池 两种模式,两种模式的代表项目及其优缺点如下
#BendDAO #ParaSpace #NFTfi #X2Y2 #JPEG'd Image
其中点对池模式的效率要高于点对点模式,从币币借贷龙头 #AAVE 发展也可以看出,其借贷模式从早期的(ETHLend)点对点转变为现在的点对池模式。

因NFT具有的唯一性,似乎点对点模式更适合,但从当前各方面(#借贷规模#用户#TVL)数据来看,点对池模式逐渐占优。 ImageImageImage
Read 8 tweets
#Claudia‘s Notes

如何做投研?资深分析师们今年看好哪些赛道?

昨晚的Space回放已经超过了5000人,结束后还有很多人在回味。后台有很多人在DM我出一期回顾,今天我整理了前半段(没被炸前)的Quick Notes,供大家参考。
@CynthiaLou6

1. 投研先分板块,看技术路线进展,按价值轮动规律做。板块重要性高于alpha。从正确的板块里找alpha。大资管,不在乎小容量的alpha,要赚到的是行业以年为单位的beta。最难的是分配板块资金、完成板块切换。
2. 公链主要价值:#稳定币#借贷#DEX#NFTFi。因为最重要的杠杆就是稳定币、权益代币、LP pair。

3. 团队:路径依赖不好,赛道三天不看就很难跟上了。跟踪某个赛道每天的变化,知道这个赛道要起来了。团队每个人负责跟踪一个角落,这是团队的意义。
Read 10 tweets
本周最大的事就是周五晚上市场的闪崩,比特币从23435美元在一个小时之内跌到了22259美元,跌幅5%。据 Coinglass 数据显示,过去一小时全网爆仓约 1.6 亿美元,其中比特币爆仓 5492.54 万美元,以太坊爆仓 2355.84 万美元。 Image
在那之后比特币和以太坊几乎就是横盘的状态,但其他加密货币尤其是之前表现较好的币种,在周末两年一直阴跌,不少币较前阵子创下的高点已经回撤30%-40%了,比如存储板块的 $FIL 与 $AR 、Arbitrum上的游戏项目 $Magic 和Optimism上的DEX项目 $Velo 等。
这次突然的下跌没有什么预兆,也没什么利空。有人说是监管对币安的限制,还有说是USDC托管银行的雷,其实都不是什么大利空。
Read 29 tweets
🧵

🛒Two interesting #LSD projects totally under radar and worth to check:

1) $USH (@unsheth_xyz ~ $650k mkt cap)
2) @ether_fi

Details:
1) $USH (@unsheth_xyz ) -> #LSD aggregator currently in something like "genesis" phase. Almost complete product, competitor to $LSD project with mkt cap $650k (around 10 mil. tokens in circulation right now).

Wouldn't buy right now because the project is in genesis phase...
...distributing tokens to stakers with huge APYs. initial distribution before the Shanghai update is around 30% of supply (currently 10% of supply in circulation from 140 mil. tokens).
Read 7 tweets
To find your next 100x, you must find high-quality low-caps before everyone else.

I have compiled a list of the BEST altcoins & protocols that have been consistently growing over the years till date 🧵

Like/RT for others🤍
#Arbitrum

Arbitrum is a layer-2 functionality, developed by Offchain Labs.

It seeks to solve the congestion that the #ETH has been experiencing by improving how smart contracts are validated

The project has seen massive growth & use case since its launch.
$OP

Has to be one of my favorite protocols on this list. Even tho arbitrum is in the lead I believe $OP will have a fair share of the market.

The protocol has been designed from the ground up to be scalable, secure, and efficient.
Read 16 tweets
In the up weeks over 20 billion in $ETH will be unlocked.

This will basically bring huge demand for #LSD protocols like $LDO

Could this be next 20x opportunity may be presenting itself? 🧵

Like/RT for others 🤝
What I'll be covering:

• What is ETH shanghai upgrade
• What this upgrade means for eth
• Bullish protocols in the LSD narrative
Before we dive in...

What does the $ETH shanghai even mean? 🤔

Users have helped to validate transactions on the so-called Beacon Chain since December 2020, when the proof-of-stake network launched.
Read 18 tweets
Pendle can let you weaponize assets like #LSD to get an outsized return.

With the right moves and some Pendle magic, you can potentially earn ~6x profit vs. the old hold and wait 🪄
Before we get into the juicy 🫐 details, we need to first understand YT.

Holding a Yield Token (YT) gives you the right to receive all the yield generated by the underlying asset up to maturity.

Holding 1 YT-rETH-WETH for instance lets you receive yield from 1 rETH-WETH.
As of now, the Long Yield APY of YT-rETH-WETH is at ~46.5% APY.

This number estimates the amount of yield generated from your YT purchase, assuming the Average Future APY of rETH-WETH stays at the current level (8.47%) up until maturity.
Read 9 tweets
【Megathread on #ShanghaiUnlock & 🌈 LSDs】

⭐ Why $ETH won't dump
⭐ Why rotate from #alts
⭐ Why long $YFI and $GEAR ⚙️
1/ The knee-jerk reaction to the Shanghai Unlock schedule for March 2023 is of course: “Oh withdrawals! Eth will dump!” Indeed, A lot of reports seem to err on the side of downward price action for ETH.
2/ I don't see any solid reason for the selling pressure on ETH other than the expectation of selling. There are many reasons why ETH is unlikely to experience a severe drop, and even if it does, it won't be as significant.
Read 33 tweets
Total Value Locked of #LSD protocols has surpassed lending protocols! 🙌 🔥

Find out how you can capitalize on this investment opportunity. 👇 🧵 (thread) Image
1/ According to @DefiLlama , the total value locked (TVL) in LSD protocols has reached $14.21 billion, exceeding lending protocols.

One of the targeted assets, $SSV, has seen tremendous growth in February 2023, reaching $45, up by 4.5 times from its January low.
2/ As a common investor, how can you leverage this impressive rise in Liquid Staking Derivates?
Read 9 tweets
1/ The price of $SSV rises 16% today.

We noticed that a whale and a SmartMoney increased their $SSV holdings.

Share them with you.👇
2/ Whale"0x8618" received 75,000 $SSV($3.25M) from #Binance on Jan 11 and Jan 31, the average receiving price is $15.1.

And the whale has made a profit of nearly $2M so far.

etherscan.io/token/0x9d65ff…
3/ SmartMoney ”0xbCA5” received 27,878 $SSV from #Binance on July 7 and Dec 16, 2022, the average receiving price is $8.6.

And transferred 27,878 $SSV to #Binance when the price was $16, with a profit of $240K.
Read 5 tweets
It is necessary to clarify @CrescentHub stance on proposal #103 relating to @EvmosOrg

Let me show you why you are wrong when you think $EVMOS won't benefit from this

As a brief overview :
• 𝑹𝒂𝒏𝒈𝒆𝒅 𝒑𝒐𝒐𝒍
• 𝑫𝒐𝒖𝒃𝒍𝒆 𝒊𝒏𝒄𝒆𝒏𝒕𝒊𝒗𝒆
• 𝑳𝒊𝒒𝒖𝒊𝒅 𝑭𝒂𝒓𝒎𝒊𝒏𝒈
1. Whether you've already voted or not, I encourage all validators / Delegators to read this thread for a more thorough comprehension & engage with us on this common goal.
@notionaldao
@OrbitalApes
@StakeEco
@swiss_staking
@CitadelDAO
@imperator_co
@frensvalidator
$EVMOS #IBCgang
2. It seems evident, upon first reading, that an incentive for a project outside the @EvmosOrg ecosystem could harm $EVMOS

It is entirely understandable, even logical, that all actors within the ecosystem may perceive it as such.
Read 19 tweets
1/ With the recent depeg of @Platypusdefi's $USP and FUD around $BUSD, I dived deep into @y2kfinance, a DeFi protocol on @arbitrum. A thread on the protocol mechanism and the $Y2K token 🧵
2/ One of the roles of financial markets is to transfer risk and allocate it efficiently. But there's a gap in the DeFi world when it comes to hedging against stablecoin de-pegging risks.
3/ Y2K Finance is a protocol on #Arbitrum providing avenue for hedging and speculating on pegged asset risks. Users can manage potential deviation of stablecoins, liquid staking derivatives (#LSD), or other wrapped assets from their expected value.
Read 13 tweets
1/20

This week, I'm exploring @pendle_fi, a project enabling yield tokenization, and why I believe it could grow into an absolute monster in the near future.

Disclaimer: I hold a bag of $PENDLE.

Let's dive in: 🧵.
2/20

While a couple players have been building since the previous bull market, yield tokenization is a narrative that has yet to gain traction in DeFi, despite being one of its most crucial building block.
3/20

In TardFi, institutional players rely on various hedges to protect their positions, such as future yield contracts.

The interest derivative market in TardFi is estimated to be worth over $400T in notional value. @pendle_fi is bringing this market to DeFi.
Read 20 tweets
#ZK is a supa exploded keyword and may become the next trend after #AI, #LSD

How far #ZK trend can go?

$MATIC $IMX $MINA $LRC $FIRO $FRA $PIVX $XFT $ZKS $ZKP $CIA #SPILLWAYS.

Found $Spillway at 1M MC, but while I was busy with thread prepared, it pumped a bit.

NFA!

#zkRollup
[1] – What is it?

@Spillways is a privacy-focused and decentralized token mixer protocol on #Ethereum, which enables anonymous transfers of tokens from one wallet to another

⚡With cryptographic methods, Spillways ensures your transactions remain anonymous on Ethereum 🔐 🔒
[2] – What’s in it for adopters?

⚡Want to benefit from Spillways? The protocol offers several advantages such as fast transactions, secure safety protocols and scaling of ledger-management

• Transactions remain anonymous and private with Spillways! 💰 💵 💳
Read 12 tweets
#LSD 战争持续升温,你不会想错过这些内容👇
- LSD 是什么
- LSD 赛道为何值得关注
- LSD 高质量推文汇总
- LSD 热门代币分析(含项目信息和巨鲸交易)

🔸LSD 协议代币
- $LDO
- $RPL
- $FXS
- $ANKR
- $SD

🔹LSD 生态代币
- $SSV

LSD 合集将持续更新,点赞转发为 AI 姨加速 💃
1/ LSD 是什么

LSD 是 Liquid Staking Derivatives 的缩写,译为「流动性质押衍生品」,是伴随着 ETH 2.0 升级成长起来的衍生品赛道

- Lido, RocketPool, Frax 等流动性质押平台都属于 LSD 协议板块

- SSV, Obol 属于 LSD 生态的 DVT 板块,EigenLayer 则归属于Restaking 板块;除了 SSV 均未发币
2/ LSD 赛道为什么值得关注

- LSD 协议能反超 CEX 跃居第一位,可见其未来发展潜力

- 以太坊质押率仅 13.74%,而 PoS 公链典型质押比率高达 40-70%,还有 5 倍的增长空间

- 上海升级后信标链支持提款,随着 ETH 释放、套利驱动和 LSD 协议的发展,ETH 质押率或将持续上涨
Read 7 tweets
#AI 板块热火朝天,这几天结合代币市值和涨幅制作了 AI 合集,方便大家查看热门项目信息和巨鲸交易详情 😎

🔴 主打 AI 概念的项目代币
- $AGIX
- $FET
- $ALI

🟡 拓展至 AI 业务的项目代币
- $JASMY
- $MDT

🟢 AI 相关 Alpha 机会
- $wTAO

扒数据不易,点赞为 AI 姨加速,下一个合集主题是 #LSD 🙌 Image
AI 概念代币 - $AGIX

定位:去中心化的 #AI 平台和市场
AI 概念代币 - $FET

定位:基于人工智能和机器学习的区块链平台
Read 6 tweets
CurveWars - #Frax Strikes Back🚀

Enter the world of the $ALLUO team, where $CRV's biggest brain, @JackNiewold , breaks down the latest in the #CurveWars.

With insights and golden nuggets, Jack shares his vision for leaving a lasting impact in the crypto space.

[A Thread🧵]
🧵2/8
The Saga of the Curve Wars

In a galaxy far, far away, $CRV popularized DeFi and emerged victorious in Curve Wars 1.0.

In 2021, @JackNiewold recapped this momentous event, but by June '22, he had a new perspective on the power of governance.
🧵3/8

The Heat of the Battle🔥

Curve Wars 1.0 was all about stability, but Curve Wars 2.0 is heating up with something new.

$FRAX has arrived and is leading the charge, with over 20 LSDs ready to ignite the DeFi ecosystem with liquidity.
Read 8 tweets
Edgar Froese war wohl nicht der Einzige, der auf Dali abgefahren ist ... #Romantik plus #Psychoanalyse und n bisschen #LSD auf den Sugacube ... ein Schüler von #GyörgyLigeti -#LuxEterna, Kubricks 2001- ein werdender Meister ...
... auf den Weg zur Dark Side of the Moog Hobbitgras und Acid gegen die Spice Melange vom Planeten Arrakis eingetauscht: Dune von Frank Herbert.

Spice - verlängert das Leben
Spice - erweitert das Bewußtsein
Spice - ist die Grundlage der Raumfahrt

Read 4 tweets
$BTC

Timing the #crypto narrative cycle.
Which #alts I bought, and when to accumulate again?

Narratives, #alpha & charts for my favorite #altcoins.
🔥🔥🔥

The final stage of the #BearMarket is where you build the foundation for future #wealth.

1/ 🧵

Enjoy👇

#bitcoin $BTCUSD Image
#AI narrative
$FET, $CTXC, $AIRI

The parabolic move already played out, we are in the final stage before major correction.

$FET, $AIRI (degen play)

2/ Image
#LSD narrative
$LDO, $FRX, $RPL, $SWISE, $SD

The parabolic move already played out, a second wave will start with $ETH Restaking @eigenlayer

$FRX, $SD (degen play)

3/ ImageImage
Read 16 tweets
#LSD tokens is being pumped strongly, is this a temporary fomo or the next medium-term trend ?
Today, I'm spending time writing about a project that I personally find very potential after analysis.
Maybe the project will have very good developments in the near future as well as in the long term
$BTRFLY – @redactedcartel Redacted Protocol
The business model has 3 notable real-yield sources .

redacted.finance
twitter.com/redactedcartel
A. BTRFLY locker will get real yield from the entire ecosystem rich with breakthrough products of Redacted. Include:
1. hiddenhand.finance/bribes
Hidden hand (HH): A platform that is in the top 5 CVX holders, is a platform with the concept of "bribes, bribes" "bribes" CVX holders
Read 9 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!