Discover and read the best of Twitter Threads about #LSDFi
Most recents (24)
1/ Hey there, frens! 👋
Are you tired of missing out on opportunities in the crypto space?🥺
Well, not anymore!🤝
In this thread, I'll introduce you to @staderlabs ( $SD ) , the rising star of the LSDFi world, and offer you the opportunity to join in! 💪🚀💰
Are you tired of missing out on opportunities in the crypto space?🥺
Well, not anymore!🤝
In this thread, I'll introduce you to @staderlabs ( $SD ) , the rising star of the LSDFi world, and offer you the opportunity to join in! 💪🚀💰
2/ If you're not familiar with LSDFi, don't worry, I got you! 💪
Check out this thread that explains LSD-LST topics and then come back here to discover @staderlabs' details! 🧐
Check out this thread that explains LSD-LST topics and then come back here to discover @staderlabs' details! 🧐
3/ In this thread, we'll cover following topics :
✅@staderlabs introduction,
✅It'sstats,
✅LST opportunities on @staderlabs
✅Conclusion
Stay tuned! 🔥
✅@staderlabs introduction,
✅It'sstats,
✅LST opportunities on @staderlabs
✅Conclusion
Stay tuned! 🔥
LSD is a long-term thing
This year, #LSDfi has emerged as the hottest narrative, and it's more than just hype. It is now becoming a new reality for #DeFi.
Here are several reasons why LSD is a long-term trend. 🧵👇 1/17
This year, #LSDfi has emerged as the hottest narrative, and it's more than just hype. It is now becoming a new reality for #DeFi.
Here are several reasons why LSD is a long-term trend. 🧵👇 1/17
This thread covers the following:
1. Safe rate
2. DeFi / LSDfi
3. Institutional investors
4. Network security
5. Closing thoughts
1. Safe rate
2. DeFi / LSDfi
3. Institutional investors
4. Network security
5. Closing thoughts
1. Safe rate
The age of high-yield farming with extensive incentive programs is gradually fading. It's becoming increasingly challenging to secure high returns.
In contrast, Liquid Staking offers a means of achieving passive income with minimal risk.
The age of high-yield farming with extensive incentive programs is gradually fading. It's becoming increasingly challenging to secure high returns.
In contrast, Liquid Staking offers a means of achieving passive income with minimal risk.
Ever since its inception, $LUNA has received bad news after bad news.
Today, $LUNA gained a revolutionary tool that may become the catalyst that sparks massive growth.
🧵(0/10)
Today, $LUNA gained a revolutionary tool that may become the catalyst that sparks massive growth.
🧵(0/10)
2. @warp_protocol is a decentralized automation protocol.
It allows ANY transaction that has been queued to be automatically executed once it hits certain criteria.
As long as it is on the blockchain, any transaction goes.
It allows ANY transaction that has been queued to be automatically executed once it hits certain criteria.
As long as it is on the blockchain, any transaction goes.
【下一个出现百倍币的赛道，LSDfi！】#Binance #LSDfi
币安研究院最新的LSDfi研报中，提及的项目有：
✅ $LBR
✅ $PENDLE
✅ $FLASH
✅ $USH
✅ $INST
✅ $ASX
LSDfi是有巨大潜力的赛道，那么👇：
1️⃣什么是LSDfi❓
2️⃣LSDfi现状
3️⃣为什么我认为LSDfi有巨大潜力❓
4️⃣核心投资逻辑
🧵
币安研究院最新的LSDfi研报中，提及的项目有：
✅ $LBR
✅ $PENDLE
✅ $FLASH
✅ $USH
✅ $INST
✅ $ASX
LSDfi是有巨大潜力的赛道，那么👇：
1️⃣什么是LSDfi❓
2️⃣LSDfi现状
3️⃣为什么我认为LSDfi有巨大潜力❓
4️⃣核心投资逻辑
🧵
1/
什么是LSDfi？
LSDfi=LSD+Defi
我们知道在参与到LSD产品中会得到一类资产凭证，例如Lido的stETH，Frax的frxETH，RPL的rETH等
LSDfi就是针对这类资产设计的，通过层层套娃，来提高LSD资本效率，实现更高收益的一类协议
什么是LSDfi？
LSDfi=LSD+Defi
我们知道在参与到LSD产品中会得到一类资产凭证，例如Lido的stETH，Frax的frxETH，RPL的rETH等
LSDfi就是针对这类资产设计的，通过层层套娃，来提高LSD资本效率，实现更高收益的一类协议
2/
LSDfi现状
过去几个月，LSDfi协议的TVL（锁定总价值）经历了快速增长，受益于流动性质押的采用。
头部顶级LSDfi协议的累计TVL已经突破了4亿美元，对比一个月前就已经翻了一番以上（图一）
头部协议的市场份额（图二）
整个LSDfi赛道正在快速成长…
LSDfi现状
过去几个月，LSDfi协议的TVL（锁定总价值）经历了快速增长，受益于流动性质押的采用。
头部顶级LSDfi协议的累计TVL已经突破了4亿美元，对比一个月前就已经翻了一番以上（图一）
头部协议的市场份额（图二）
整个LSDfi赛道正在快速成长…
🍀LSDfi - narrative đang rất hot thời điểm này, đến nỗi được Binance research viết hẳn một report về nó. Vậy LSDfi có gì hay, và liệu rằng nó có thể trở thành một trend mạnh mẽ như thời Defi 2020 không, mình nghĩ là có
Tất tần tật về hệ sinh thái LSD👇
Tất tần tật về hệ sinh thái LSD👇
1/ #LSDfi là những giao thức được xây dựng dựa trên các công cụ Liquid Staking Derrivatives – LSD. Vâng, chính là LSD mà chúng ta thường nghe qua thời điểm Shanghai upgrade với nhiều cái tên nổi bật như Lido, Frax, Rocket Pool,… Sự tăng trưởng của các giao thức… twitter.com/i/web/status/1…
2/ Giải thích ngắn ngọn cho cách thức hoạt động của #LSD (cho anh em người mới, anh em nào rõ rồi có thể bỏ qua). Mô hình staking pool của các dự án LSD, ví dụ như Lido sẽ bao gồm các bước như sau
- Users staking token A vào Lido, sẽ được nhận về stA với… twitter.com/i/web/status/1…
- Users staking token A vào Lido, sẽ được nhận về stA với… twitter.com/i/web/status/1…
下轮牛市，我关注的几个高爆发力的核心叙事：
1、AI+WEB3，AI在接下来的几年都会是最热的话题之一，而AI与WEB3的融合也是必然趋势，尤其是NFT、游戏、社交，和一些内容（信息、数据）建设的领域，无论从体验维度，还是内容的生产力效率维度，都将是一次大的变革机遇，现在是发掘和尝试这类项目的机会
1、AI+WEB3，AI在接下来的几年都会是最热的话题之一，而AI与WEB3的融合也是必然趋势，尤其是NFT、游戏、社交，和一些内容（信息、数据）建设的领域，无论从体验维度，还是内容的生产力效率维度，都将是一次大的变革机遇，现在是发掘和尝试这类项目的机会
2、基础建设：L1、L2、L3都在辐射范围内。
L1：新公链的炒作还是会有，毕竟对标以太坊的高变现造梦机更容易让散户买单。
L2:这轮牛市的行业利好大多集中在L2，而L2的龙头依然是最好的选择。
L3: 随着L2的炒作末尾，L3自然也会被关注，但好多也是没有发币，可以看下相关的优质项目，提前军备。
L1：新公链的炒作还是会有，毕竟对标以太坊的高变现造梦机更容易让散户买单。
L2:这轮牛市的行业利好大多集中在L2，而L2的龙头依然是最好的选择。
L3: 随着L2的炒作末尾，L3自然也会被关注，但好多也是没有发币，可以看下相关的优质项目，提前军备。
GM!
What if you had the ability to both capitalize on and mitigate yield fluctuations? What if you could actively trade yields and employ hedging strategies to safeguard your portfolio?
Today, let us delve into @pendle_fi in redefining yield in #DeFi!
/1
What if you had the ability to both capitalize on and mitigate yield fluctuations? What if you could actively trade yields and employ hedging strategies to safeguard your portfolio?
Today, let us delve into @pendle_fi in redefining yield in #DeFi!
/1
Disclaimer:
Kindly be advised that this thread is intended solely for the purpose of sharing information and should not be construed as financial advice.
Disclosure:
I am financially invested in @pendle_fi and its ecosystem.
/2
Kindly be advised that this thread is intended solely for the purpose of sharing information and should not be construed as financial advice.
Disclosure:
I am financially invested in @pendle_fi and its ecosystem.
/2
Preparatory Reading:
For a more comprehensive understanding of the subject matter being discussed, we suggest acquainting yourself with the following topics through pre-reading
/3
For a more comprehensive understanding of the subject matter being discussed, we suggest acquainting yourself with the following topics through pre-reading
/3
🌐 Decentralization: Navigating Raft Closer To The Community
🧵
🧵
Since its inception, Raft's vision has been a fully decentralized financial system.
Today, we share our plans to advance this vision, including our governance forum launch.
Scroll for the TL;DR version.
You can read the full announcement here:
mirror.xyz/0xa486d3a7679D…
Today, we share our plans to advance this vision, including our governance forum launch.
Scroll for the TL;DR version.
You can read the full announcement here:
mirror.xyz/0xa486d3a7679D…
Raft's launch was a significant milestone in #DeFi, introducing the most capital-efficient USD stablecoin, $R, backed by $stETH.
The protocol embodies efficiency, safety, and decentralization, all for the benefit of our community.
The protocol embodies efficiency, safety, and decentralization, all for the benefit of our community.
📢 Attention all #LSDFi enthusiasts!
In the past 5 days, we've seen over $31 million collected in TVL! 💰
This 🧵 of concise guides will help you navigate through @MetaMask setup, staking $ETH on @LidoFinance, depositing $stETH on Raft, and more!
docs.raft.fi/guides
In the past 5 days, we've seen over $31 million collected in TVL! 💰
This 🧵 of concise guides will help you navigate through @MetaMask setup, staking $ETH on @LidoFinance, depositing $stETH on Raft, and more!
docs.raft.fi/guides
How to Install and Set Up @MetaMask Wallet
🔸 Visit metamask.io
🔸 Download MetaMask for your browser
🔸 Add to browser
🔸 Create a new wallet
🔸 Set a password
🔸 Backup secret recovery phrase
🔸 Confirm to access the interface
🔸 Send $ETH to your wallet
🔸 Visit metamask.io
🔸 Download MetaMask for your browser
🔸 Add to browser
🔸 Create a new wallet
🔸 Set a password
🔸 Backup secret recovery phrase
🔸 Confirm to access the interface
🔸 Send $ETH to your wallet
How to Stake $ETH on @LidoFinance and Get $stETH
🔸 Go to lido.finance
🔸 Connect your wallet (@MetaMask)
🔸 Stake your $ETH
🔸 Confirm the transaction
🔸 Wait for confirmation
🔸 Receive $stETH in your wallet
🔸 Wrap $stETH (optional)
🔸 Go to lido.finance
🔸 Connect your wallet (@MetaMask)
🔸 Stake your $ETH
🔸 Confirm the transaction
🔸 Wait for confirmation
🔸 Receive $stETH in your wallet
🔸 Wrap $stETH (optional)
The #LSDfi narrative has a new player in town, @raft_fi.
Its TVL has risen to $30M less than a week after launch!
We have created a @DuneAnalytics dashboard to help you follow their development.
Let's dive in🧵
Its TVL has risen to $30M less than a week after launch!
We have created a @DuneAnalytics dashboard to help you follow their development.
Let's dive in🧵
1/
This thread will include:
• Raft's protocol
• $R stablecoin
• Remarkable launch results
This thread will include:
• Raft's protocol
• $R stablecoin
• Remarkable launch results
2/
What is Raft?
Raft allows people to generate $R stablecoin by depositing $stETH and $wstETH with:
• Capital efficiency
• Robust incentive & stable peg mechanism
• Deep and instant liquidity across numerous trading pairs
What is Raft?
Raft allows people to generate $R stablecoin by depositing $stETH and $wstETH with:
• Capital efficiency
• Robust incentive & stable peg mechanism
• Deep and instant liquidity across numerous trading pairs
1/ The @Rocket_Pool rETH and wstETH pools are now LIVE on Pendle...
Pendle @arbitrum🔥
With this, we're now ready to kickstart the liquidity flywheel for #LSD and #LSDfi on Arbitrum.
Deeper liquidity, faster growth, boundless possibilities await 💙
Pendle @arbitrum🔥
With this, we're now ready to kickstart the liquidity flywheel for #LSD and #LSDfi on Arbitrum.
Deeper liquidity, faster growth, boundless possibilities await 💙
2/ LSDs already exist on Arbitrum, but deeper liquidity is needed to capture the same vibrance we see on Ethereum.
With this launch, Pendle is positioned to assist in unlocking richer, stickier liquidity that can be used in other protocols in Arbitrum 🧡
With this launch, Pendle is positioned to assist in unlocking richer, stickier liquidity that can be used in other protocols in Arbitrum 🧡
3/ As a liquidity provider, you can receive up to 115% APY with rETH or wstETH on Arbitrum, with minimal IL considerations.
Any liquidity supplied continues to contribute to the underlying protocol's TVL.
Any liquidity supplied continues to contribute to the underlying protocol's TVL.
在近期的叙事中，更多人将目光转向了「如何提升资本效率」这一领域。#LSDFi 的迅速发展和广泛采用印证了这一点。除了LSDFi之外，杠杆挖矿也开始被更多人关注，以最大化在DeFi世界中挖矿的资本效率。
那么，如果我们将LSDFi和杠杆挖矿结合起来呢？
今天，我们来介绍一个杠杆挖矿协议 @SturdyFinance
那么，如果我们将LSDFi和杠杆挖矿结合起来呢？
今天，我们来介绍一个杠杆挖矿协议 @SturdyFinance
1/
Sturdy允许DeFi Farmer以10倍杠杆的资本效率进行耕种。本质上，这个逻辑是通过借贷完成的——贷款人提供资金，借款人利用资金在Convex和Balancer上挖矿，利润的一部分给到贷款人作为利息。
Sturdy允许DeFi Farmer以10倍杠杆的资本效率进行耕种。本质上，这个逻辑是通过借贷完成的——贷款人提供资金，借款人利用资金在Convex和Balancer上挖矿，利润的一部分给到贷款人作为利息。
2/
Sturdy的主攻方向是ETH交易对和稳定币交易对。
ETH交易对挖矿支持stETH/ETH、WETH/ETH、rETH/WETH，稳定币交易对挖矿支持sUSD、FRAX/USDC、FRAX/3CRV、TUSD/FRAXBP、MIM/3CRV等。
不同风险偏好的人可以选择贷款或者借款，选择不同的交易对。
Sturdy的主攻方向是ETH交易对和稳定币交易对。
ETH交易对挖矿支持stETH/ETH、WETH/ETH、rETH/WETH，稳定币交易对挖矿支持sUSD、FRAX/USDC、FRAX/3CRV、TUSD/FRAXBP、MIM/3CRV等。
不同风险偏好的人可以选择贷款或者借款，选择不同的交易对。
$R You Ready?
Raft is Live! 🚀
🧵
Raft is Live! 🚀
🧵
Raft is redefining #DeFi by offering $stETH holders a unique opportunity to generate $R, the ultimate decentralized USD stablecoin.
Try it now:
app.raft.fi
Keep scrolling to learn how to generate $R while earning staking rewards on your $stETH collateral. 👇
Try it now:
app.raft.fi
Keep scrolling to learn how to generate $R while earning staking rewards on your $stETH collateral. 👇
TL;DR: What is $R?
$R draws inspiration from stablecoins like $DAI and $LUSD but distinguishes itself with improvements:
✅ Solely backed by $stETH – a more capital-efficient approach to lending/borrowing
✅ More efficient liquidation mechanism
⏬
$R draws inspiration from stablecoins like $DAI and $LUSD but distinguishes itself with improvements:
✅ Solely backed by $stETH – a more capital-efficient approach to lending/borrowing
✅ More efficient liquidation mechanism
⏬
1/5 🚨🚨 $LBR may be the hottest project in #LSDfi space these days with TVL crossed 100M in just 1 month.
But do you know 🤔?
- It is created by a highly anonymous team with funds from Tornado Cash
- Supported by several big KOLs like Blurr.eth ($RFD deployer) and Michael… twitter.com/i/web/status/1…
But do you know 🤔?
- It is created by a highly anonymous team with funds from Tornado Cash
- Supported by several big KOLs like Blurr.eth ($RFD deployer) and Michael… twitter.com/i/web/status/1…
2/5 Lybra Finance, launched last month, uses liquid staking derivatives to offer a decentralized interest-bearing stablecoin.
So far, Lybra Finance has:
✅ hit 100M in TVL in just over 1 month
✅ recorded the highest inflow of $stETH and $ETH ($42.57M) on May 29
✅ has 100,569… twitter.com/i/web/status/1…
So far, Lybra Finance has:
✅ hit 100M in TVL in just over 1 month
✅ recorded the highest inflow of $stETH and $ETH ($42.57M) on May 29
✅ has 100,569… twitter.com/i/web/status/1…
3/5 However, the developer team of Lybra Finance is totally anonymous.
- deployer address 0x4c2 was first active on Apr 19 and funded with 1 $ETH, which can be ultimately traced back to Tornado Cash via wallet 0x863.
- This is rather untraceable compared to the dev teams of… twitter.com/i/web/status/1…
- deployer address 0x4c2 was first active on Apr 19 and funded with 1 $ETH, which can be ultimately traced back to Tornado Cash via wallet 0x863.
- This is rather untraceable compared to the dev teams of… twitter.com/i/web/status/1…
THE $SWELL VOYAGE AIRDROP IS LIVE!
50M $SWELL tokens (5%) are allocated to the Voyage
Collect pearls now by staking and LPing swETH, then redeem them for $SWELL at the TGE later this year
🤿🫧💎
app.swellnetwork.io/voyage
50M $SWELL tokens (5%) are allocated to the Voyage
Collect pearls now by staking and LPing swETH, then redeem them for $SWELL at the TGE later this year
🤿🫧💎
app.swellnetwork.io/voyage
The total $SWELL airdrop distribution depends on the total TVL!
Right now, 50M SWELL will be released
This total distribution will increase if Voyagers hit the community milestone at 50K ETH
Keep track of progress on your Voyage dashboard!
app.swellnetwork.io/voyage
2/7
Right now, 50M SWELL will be released
This total distribution will increase if Voyagers hit the community milestone at 50K ETH
Keep track of progress on your Voyage dashboard!
app.swellnetwork.io/voyage
2/7
Eligible Diving Club members get 40 extra pearls on joining the Voyage
Protocols
Alchemix
Aura
Pendle
Olympus
StakeDAO
Tokemak
Timeless
unshETH
Yearn
NFTs
EVMavericks
Milady
LobsterDAO
Remilio
swellnetwork.io/post/the-voyage
3/7
Protocols
Alchemix
Aura
Pendle
Olympus
StakeDAO
Tokemak
Timeless
unshETH
Yearn
NFTs
EVMavericks
Milady
LobsterDAO
Remilio
swellnetwork.io/post/the-voyage
3/7
the People want more Decentralized Stables n a new contender has entered the #LSDFi wars
@raft_fi is a Decentralized borrowing & stETH-backed stablecoin that offers leverage + no fees
if u faded Lybra heres your redemption arc
$R u ready 🧵👇
@raft_fi is a Decentralized borrowing & stETH-backed stablecoin that offers leverage + no fees
if u faded Lybra heres your redemption arc
$R u ready 🧵👇
1/ @raft_fi is a protocol that lets you generate its native stablecoin $R against $stETH collateral
an immutable and decentralized lending protocol where users can take out loans against their $stETH collateral
an immutable and decentralized lending protocol where users can take out loans against their $stETH collateral
2/ what makes this special is that $R is the first Ethereum USD stablecoin solely backed by stETH. $
R provides the most capital-efficient way to borrow by having no fees n a low IQ friendly platform with deep liquidity across many trading pairs and a stable peg
R provides the most capital-efficient way to borrow by having no fees n a low IQ friendly platform with deep liquidity across many trading pairs and a stable peg
【投资必看！一文读懂即将再次爆发的板块和项目】
任何一次板块轮动都是币圈的财富密码，而板块轮动必定从龙头项目开始。
如果你还不知道板块轮动的重点板块和龙头项目，你可能抓不住下次牛市！本篇为你解读👇
🧵内容较长，为方便查阅，做成了脑图。记得收藏，别再错过轮动浪潮 ！🌊
#Bitcoin
任何一次板块轮动都是币圈的财富密码，而板块轮动必定从龙头项目开始。
如果你还不知道板块轮动的重点板块和龙头项目，你可能抓不住下次牛市！本篇为你解读👇
🧵内容较长，为方便查阅，做成了脑图。记得收藏，别再错过轮动浪潮 ！🌊
#Bitcoin
1⃣ #Layer2
以太坊 #坎昆升级 预计会在今年 10 月份进行，EIP-4844将令以太坊二层处理速度提高 10 - 100倍，且每笔在 L2 上发生的交易成本将比现在便宜数十倍。
升级将为 #Layer2 催生更多应用场景，大事件推动必然带来大的板块拉升。
⌨️ 这里也为大家放出 #区块链基建 代表项目及分类。
(1/24)
以太坊 #坎昆升级 预计会在今年 10 月份进行，EIP-4844将令以太坊二层处理速度提高 10 - 100倍，且每笔在 L2 上发生的交易成本将比现在便宜数十倍。
升级将为 #Layer2 催生更多应用场景，大事件推动必然带来大的板块拉升。
⌨️ 这里也为大家放出 #区块链基建 代表项目及分类。
(1/24)
1.1 Layer2板块币种推荐
💵 $ARB
@arbitrum 二层扩容方案龙头，且作为一个新币，还没打出三浪，很有可能在坎昆升级之前提前打出预期，所以布局的性价比比较高。
💵 $OP
@optimismFND 巨量解锁后基本面的压力会比较小。同样如果坎昆升级带来Layer2 summer的话，OP rollup生态一定会拉升。
(2/24)
💵 $ARB
@arbitrum 二层扩容方案龙头，且作为一个新币，还没打出三浪，很有可能在坎昆升级之前提前打出预期，所以布局的性价比比较高。
💵 $OP
@optimismFND 巨量解锁后基本面的压力会比较小。同样如果坎昆升级带来Layer2 summer的话，OP rollup生态一定会拉升。
(2/24)
(1/9) 话说昨天写到 @LybraFinanceLSD
本来是想说 作为 @pendle_fi 中文社区大使
拉一波 #LSDfi 龙头之间的关系
谁想到被打脸 刚贴出Lybra就发了重大V2更新
部份推文内容立即过时了
看点
👀 调整LBR的代币分配和通缩机制
👀 增加dLP＆赏金机制
👀 调整esLBR的Vest期限
迫著补写个更新😂
请往下看吧👇
本来是想说 作为 @pendle_fi 中文社区大使
拉一波 #LSDfi 龙头之间的关系
谁想到被打脸 刚贴出Lybra就发了重大V2更新
部份推文内容立即过时了
看点
👀 调整LBR的代币分配和通缩机制
👀 增加dLP＆赏金机制
👀 调整esLBR的Vest期限
迫著补写个更新😂
请往下看吧👇
(2/9) 昨天的推文:
下一个加密货币的100倍机会是什么？📈💯
LSDFi
值得一提的是， $LBR 目前虽然较最低点已上涨15倍，但市值才过千万美金，排名943，肯定会成为 #LSDFi 赛道的下一个百倍币
让我们深入了解 @LybraFlnanceLSD 这个早期故事中一个令人兴奋的新项目🧵
LSDFi
值得一提的是， $LBR 目前虽然较最低点已上涨15倍，但市值才过千万美金，排名943，肯定会成为 #LSDFi 赛道的下一个百倍币
让我们深入了解 @LybraFlnanceLSD 这个早期故事中一个令人兴奋的新项目🧵
1/
@LybraFinanceLSD 是一个去中心化的稳定币协议。使用stETH作为抵押物来铸造稳定币。
他们的目标：
• 稳定性
• 去中心化/抗审查
• 抵御通货膨胀 - 仅持有即可产生收入
让我们更深入地了解一下！
@LybraFinanceLSD 是一个去中心化的稳定币协议。使用stETH作为抵押物来铸造稳定币。
他们的目标：
• 稳定性
• 去中心化/抗审查
• 抵御通货膨胀 - 仅持有即可产生收入
让我们更深入地了解一下！
2/
自从以太坊转向PoS共识机制后，用户开始将他们的ETH锁定在像Lido的stETH这样的LSD中。
通过简单持有这些LSD，用户可以获得质押奖励。
而这个数字是巨大的（160亿美元！）。在LSD中锁定的金额已经超过了自动市场制造商（AMM）的金额。
自从以太坊转向PoS共识机制后，用户开始将他们的ETH锁定在像Lido的stETH这样的LSD中。
通过简单持有这些LSD，用户可以获得质押奖励。
而这个数字是巨大的（160亿美元！）。在LSD中锁定的金额已经超过了自动市场制造商（AMM）的金额。
Liquid staking derivatives (#LSDs) are one of the hottest narratives to come out of DeFi this year, and it's not even started to take off 🚀
And $TENET is one of the first movers into #LSDFi, a strong contender to capture a $17B+ LSD market 🧵
1/20
And $TENET is one of the first movers into #LSDFi, a strong contender to capture a $17B+ LSD market 🧵
1/20
Full disclosure I am partnered with Tenet but I strictly only partner with projects I invest in myself. I partnered with them because they are a great project.
Why are they great? Let's explore 👇
2/20
Why are they great? Let's explore 👇
2/20
🟪 Built for LSDs 🟪
Tenet is an EVM L1 and the first L1 designed for LSDs, which are a rapidly growing narrative in DeFi.
LSDs enable yield farming without locking your tokens and allow staked assets to be traded or used in other DeFi protocols.
3/20
Tenet is an EVM L1 and the first L1 designed for LSDs, which are a rapidly growing narrative in DeFi.
LSDs enable yield farming without locking your tokens and allow staked assets to be traded or used in other DeFi protocols.
3/20
(1/20) #LSDfi 热潮后不少 #LSDSummer 项目币价TVL双双暴跌
有一家却强势反弹
TVL突破60M令人刮目相看
@LybraFinanceLSD 使用如 $stETH 等LSD流动性质押代币作支持
发行稳定币 $eUSD
只要持有就可收取每年约7%利息
本帖共4章
1️⃣项目精读
2️⃣挖矿66%APR机会💰
3️⃣分析及V2动向
4️⃣其在LSD生态里的机会
有一家却强势反弹
TVL突破60M令人刮目相看
@LybraFinanceLSD 使用如 $stETH 等LSD流动性质押代币作支持
发行稳定币 $eUSD
只要持有就可收取每年约7%利息
本帖共4章
1️⃣项目精读
2️⃣挖矿66%APR机会💰
3️⃣分析及V2动向
4️⃣其在LSD生态里的机会
(2/20) 先配上大家最爱的的图表 📈
左上: 自5月上市以来币价，从谷底弹升17倍
右: stETH 质押增长线图 (TVL)
左下: eUSD发行量增长线图
来源Dune: dune.com/defimochi/lybr…
@defi_mochi
左上: 自5月上市以来币价，从谷底弹升17倍
右: stETH 质押增长线图 (TVL)
左下: eUSD发行量增长线图
来源Dune: dune.com/defimochi/lybr…
@defi_mochi
(3/20) 1️⃣ 项目精读
它是如何运作呢？
→存入 $ETH / $stETH 作为抵押
→协议把抵押品转换为LSD (目前仅stETH)
→铸造(借出) $eUSD
(你需要至少有 160% 抵押率)
💰 $eUSD 为生息(interest bearing)稳定币
只要持有就可以获得约7%的 APY，以Rebase的形式分派
😌 贷款利息和铸造费用为：零
它是如何运作呢？
→存入 $ETH / $stETH 作为抵押
→协议把抵押品转换为LSD (目前仅stETH)
→铸造(借出) $eUSD
(你需要至少有 160% 抵押率)
💰 $eUSD 为生息(interest bearing)稳定币
只要持有就可以获得约7%的 APY，以Rebase的形式分派
😌 贷款利息和铸造费用为：零
What is LSDfi?
#LSDfi is the most promising narrative in LSD and the entire #DeFi.
Interested in learning what it is and which projects it comprises?
Check out my thread about it below. 👇🧵 1/21
#LSDfi is the most promising narrative in LSD and the entire #DeFi.
Interested in learning what it is and which projects it comprises?
Check out my thread about it below. 👇🧵 1/21
This thread covers the following:
1. LSDfi
2. Classical DeFi
3. LSD Basket
4. Yield Strategies
5. Stablecoins
6. Closing thoughts
1. LSDfi
2. Classical DeFi
3. LSD Basket
4. Yield Strategies
5. Stablecoins
6. Closing thoughts
1. LSDfi
This refers to a set of protocols based on LSD. These may include classic DeFi protocols such as DEXs and Lending and more complex protocols utilizing unique LST properties.
As LSTs gain wider adoption, they will play a significant role in DeFi.
This refers to a set of protocols based on LSD. These may include classic DeFi protocols such as DEXs and Lending and more complex protocols utilizing unique LST properties.
As LSTs gain wider adoption, they will play a significant role in DeFi.
🧵本周FED完成了2022-23年度第十次加息，并且暗示本轮加息周期已达到一个相对阶段，市场随机预测最早的降息可能于今年9月开始，相较于20-21年度的狂暴大牛市，过去的一年半无疑是一个相对低迷的bear market，然而市场仍然以每个月2-3个的速度产生一些有意思的 #ALPHA 热点。
🧵得益于一些alpha小群或者朋友的指导，我或多或少抓住了一些收益不错的项目，当然如果不卖飞的话，收益就更不错了。因此写一个10次加息会议周期间的热点or大事件回顾，不一定能够全部覆盖，以期能够从卖飞的经验中总结如何减少卖飞（套娃
🏃💧You wanted a meme token yes, but one which actually has a use case, where holders earn some real returns.
$LSDoge has a fixed total supply, no inflation, and is infinitely deflationary, making it a valuable addition to the #LSDfi ecosystem.
⬇️ Let us explain ⬇️ twitter.com/i/web/status/1…
$LSDoge has a fixed total supply, no inflation, and is infinitely deflationary, making it a valuable addition to the #LSDfi ecosystem.
⬇️ Let us explain ⬇️ twitter.com/i/web/status/1…
1) Developed by @0xAcidDAO on #ARB with 5000 $ETH treasury for stable long-term ETH returns from LSD assets. Staking LSDoge allows access to treasury wstETH rewards.
2) The distribution of $LSDoge ensures fairness and equal opportunities with a fixed supply of 100T tokens. 66% via ACID bonds, and 30% via airdrop to $ARB/$AIdoge holders during the snapshot period.
