Discover and read the best of Twitter Threads about #OpFi
Most recents (9)
1/ One of the essential factors I was interested to learn how to trade in options was implied volatility.
So in this thread, I went through important points that I found + how IV is being implemented in #Defi 🕳️ :
So in this thread, I went through important points that I found + how IV is being implemented in #Defi 🕳️ :
2/ #Impliedvolatility is a probabilistic calculation for how much the market is expecting a certain asset to vary in price, e.g supply/demand factor :
- IV high > options Demand high > expecting volatility
- IV low > options supply high > expecting neutral / slow deviations
- IV high > options Demand high > expecting volatility
- IV low > options supply high > expecting neutral / slow deviations
3/ #Vega is the first derivative of the option value with respect to the volatility.
And it is a great indicator that helps us understand IV effects over options prices by measuring how the price variates if the implied volatility changed by 1%. = S.sqr(t).N’(d1)
And it is a great indicator that helps us understand IV effects over options prices by measuring how the price variates if the implied volatility changed by 1%. = S.sqr(t).N’(d1)
1/ Uniswap vs Curve Part 2: Why @Uniswap fares better as DeFi infra than @CurveFinance
TLDR:
Curve is more innovative but Uniswap fares better as DeFi infra bc it
(1) Is sustainable & new entrant friendly
(2) Aligns incentives for stakeholders to create a more vibrant ecosystem
TLDR:
Curve is more innovative but Uniswap fares better as DeFi infra bc it
(1) Is sustainable & new entrant friendly
(2) Aligns incentives for stakeholders to create a more vibrant ecosystem
2/ This 🧵 is part of my discussion with @DeFi_Cheetah on @CurveFinance & @Uniswap. Both protocols laid the foundation for what we know as DeFi today and deserve your time and scrutiny.
For more context, refer to Cheetah’s latest thread
For more context, refer to Cheetah’s latest thread
3/ Curve’s ve-tokenomics are undeniably groundbreaking. It is widely emulated by new protocols and, to give credit where it’s due, is highly effective.
1/ @DeFi_Cheetah is one of my most respected DeFi analysts. But in the spirit of fruitful discussion, I respectfully disagree with some points in his analysis of @CurveFinance V2 vs @Uniswap V3.
A rebuttal🧵
A rebuttal🧵
2/ Before I begin sharing my thoughts, make sure to check out the thread by @DeFi_Cheetah. Thought-provoking insights👇
3/ TL:DR of my views Pt. 1
(1) Curve ponzinomics are unsustainable
- Curve ve-tokenomics delays & offloads sell pressure, does not solve it
- CRV emissions > Curve revenue + bribes
- Curve + protocols rent liquidity with emissions
- Ve-tokenomics is not favorable to late joiners
(1) Curve ponzinomics are unsustainable
- Curve ve-tokenomics delays & offloads sell pressure, does not solve it
- CRV emissions > Curve revenue + bribes
- Curve + protocols rent liquidity with emissions
- Ve-tokenomics is not favorable to late joiners
1/ Been seeing a few threads about the Optimism > Arbitrum flippening.
User & capital inflow metrics are strong for @optimismFND, but @arbitrum has more native protocol diversity and innovation imho
Here are five #Arbitrum native protocols you must keep your eye on
User & capital inflow metrics are strong for @optimismFND, but @arbitrum has more native protocol diversity and innovation imho
Here are five #Arbitrum native protocols you must keep your eye on
2/ @GammaSwapLabs (testnet)
Innovative volatility trading platform. Turns impermanent loss into impermanent gains via interest payments from gamma (volatility) longs
Innovative volatility trading platform. Turns impermanent loss into impermanent gains via interest payments from gamma (volatility) longs
2.5/ Solves one of the biggest issues plaguing a core DeFi primitive by creating a marketplace for gamma trading. LPs get paid more, gigabrain traders can profit. It’s a win-win
Gammaswap research report almost ready 🫡 Stay tuned
Gammaswap research report almost ready 🫡 Stay tuned
A month ago I published a list of top Arbitrum builders with the potential to outperform the market.
Time to review my portfolio of:
$DPX, $PLS, $VSTA, $SPA, $JONES and $UMAMI
I share:
- Current performance
- Upcoming catalysts
- Some alpha leaks
Enjoy! 🧵👇
Time to review my portfolio of:
$DPX, $PLS, $VSTA, $SPA, $JONES and $UMAMI
I share:
- Current performance
- Upcoming catalysts
- Some alpha leaks
Enjoy! 🧵👇
Reminder why I chose the above 6 projects to my Arbitrum portfolio:
Portfolio Summary
Performance (USD): +4.11%
Performance (ETH): +9.85%
Outperforming ETH is my target. So far so good.
Current allocations and individual performance on the screenshot.
Performance (USD): +4.11%
Performance (ETH): +9.85%
Outperforming ETH is my target. So far so good.
Current allocations and individual performance on the screenshot.
A monster 🧵 on #OpFi + $DPX and why the two are going to be integral in ushering a new era for not only the adoption of on-chain options, but all of DeFi. 🌏
Sounds like a gargantuan task.
Let's take a look at how they're going to pull it off. 👇
Sounds like a gargantuan task.
Let's take a look at how they're going to pull it off. 👇
Last week @tztokchad published a Medium article detailing some first thoughts and applications for #OpFi.
If you haven't read it, I highly recommend you do so below before proceeding.
You'll get more out of the thread when you have the context. 📝
medium.com/@tztokchad/opt…
If you haven't read it, I highly recommend you do so below before proceeding.
You'll get more out of the thread when you have the context. 📝
medium.com/@tztokchad/opt…
In this thread, I'm not going to go in to detail on the applications of #OpFi.
What I will do instead is...
1) Explain them in ultra-simple terms
2) Explore what they mean for $DPX
3) Assess the 2nd order consequences for DeFi
This will be lengthy!
Get comfortable. ☕
What I will do instead is...
1) Explain them in ultra-simple terms
2) Explore what they mean for $DPX
3) Assess the 2nd order consequences for DeFi
This will be lengthy!
Get comfortable. ☕
Let's dig into Protocol basics with this handy thread!
Ps. This thread will provide you with brief information for each protocol on Arbitrum.(not all of them.)
Ps. This thread will provide you with brief information for each protocol on Arbitrum.(not all of them.)
Bridge
1. Arbitrum Bridge
→ Official Arbitrum Bridge from Ethereum to Arbitrum
2. @HopFinance
→ EVM Bridge. @hopnotify bot notifies when more than 5 ETH bridge.
3. @SynapseProtocol
→ EVM Bridge which soon will have its own Chain.
1. Arbitrum Bridge
→ Official Arbitrum Bridge from Ethereum to Arbitrum
2. @HopFinance
→ EVM Bridge. @hopnotify bot notifies when more than 5 ETH bridge.
3. @SynapseProtocol
→ EVM Bridge which soon will have its own Chain.
Happy New Year ✨✨
Anh em đã có dự định gì cho năm mới chưa ?
Nếu chưa thì cùng mình tìm hiểu các xu hướng có thể thu hút dòng tiền cho siêu chu kỳ tiếp theo thôi nhỉ?
Một Mega Thread 🧵 mở bát đầu năm và dành cho siêu chu kì 2024 👇
Anh em đã có dự định gì cho năm mới chưa ?
Nếu chưa thì cùng mình tìm hiểu các xu hướng có thể thu hút dòng tiền cho siêu chu kỳ tiếp theo thôi nhỉ?
Một Mega Thread 🧵 mở bát đầu năm và dành cho siêu chu kì 2024 👇
💥TLDR: Thực đơn hôm nay có
✨ AI
✨ NFT + DeFi
✨ Omnichain by @LayerZero_Labs
✨ SocialFi
✨ Layer 2 Wars
✨ Synthetics Assets
✨ #RealYield
✨ Dex
✨ Option Trade
✨ DAO
✨ Yield/Assets Management
Gét gooo 😁😁
✨ AI
✨ NFT + DeFi
✨ Omnichain by @LayerZero_Labs
✨ SocialFi
✨ Layer 2 Wars
✨ Synthetics Assets
✨ #RealYield
✨ Dex
✨ Option Trade
✨ DAO
✨ Yield/Assets Management
Gét gooo 😁😁
✨ AI
Trí tuệ nhân tạo đã xuất hiện từ lâu và luôn được kỳ vọng sẽ là một cú huých công nghệ thế giới hỗ trợ con người trong nhiều lĩnh vực. Bởi tính phức tạp nên ngành công nghiệp này vẫn chưa thực sự bùng nổ.
Trí tuệ nhân tạo đã xuất hiện từ lâu và luôn được kỳ vọng sẽ là một cú huých công nghệ thế giới hỗ trợ con người trong nhiều lĩnh vực. Bởi tính phức tạp nên ngành công nghiệp này vẫn chưa thực sự bùng nổ.
1/ Why I prefer "open" to "decentralized" finance.
Decentralization of finance is a spectrum enabled by
1) distribution of trust/responsibility
2) transparency
Not all #OpFi will be 'fully' decentralized.
But what makes it sufficiently different is transparency.
Decentralization of finance is a spectrum enabled by
1) distribution of trust/responsibility
2) transparency
Not all #OpFi will be 'fully' decentralized.
But what makes it sufficiently different is transparency.
2/ This transparency will not be easily accessible to all.
It will be shrouded in the complexity of code and mechanism design.
But it will undoubtedly be more open than the closed, centralized systems of today.
It will be shrouded in the complexity of code and mechanism design.
But it will undoubtedly be more open than the closed, centralized systems of today.
3/ This transparency should in theory lead to
* Easier auditability >>
* Better risk management >>
* Better governance >>
And ideally -- through much trial and error -- simpler, more effective *core* financial systems.
* Easier auditability >>
* Better risk management >>
* Better governance >>
And ideally -- through much trial and error -- simpler, more effective *core* financial systems.
