Discover and read the best of Twitter Threads about #SETH2

Most recents (2)

The LSD narrative hasn't faded even with new trends popping up in the crypto world.

This 🧵 will cover $LDO $FXS $RPL $ANKR $FIS $BNC $PSTAKE and these projects' performance in the liquid staking sector.

Are you ready for an interesting month for @ethereum? Image
1/ We'll talk about:

🔹 The current state of LS space
🔹 $LDO
🔹 $SWISE
🔹 $FXS
🔹 $RPL
🔹 $ANKR
🔹 $FIS
🔹 $BNC
🔹 $PSTAKE
🔹 Which LSD token has the strongest correlation to $ETH price?
🔹 Are stakers in profit?
2/ 🔹 The current state of LS space:

• 16,495,303 $ETH deposited (>$27B at current price)
• 515,478 validators
• 95,954 depositors
• 13.69% of $ETH supply staked
• >69K $ETH inflow on Jan. 23 (@ethereum devs finalized first shadow fork for Shanghai) Image
Read 29 tweets
1/N 近期围绕着 @CurveFinance 有两件事情:1. crvUSD据说将要在一月份上线;2. LSD war的主要战场。
2/N 对于协议来说,现金流最好的几个来源分别是:POS质押收入、稳定币借款费用、期货交易费用、域名售卖费用、NFT版权收入等,还有稍微差一点的就是借贷息差、期权费用、DEX交易费用等。
这也是为什么 @AaveAave 要做GHO,@CurveFinance 要做crvUSD:增加稳定的协议收入来源。
3/N 从机制上面看,curve的 LLAMMA非常创新,无清算模式可能吸引更多的资金进行杠杆,同时LLAMMA依赖于curve v2的预言机实现,并且会和curve v2的AMM池子进行交互,所以这是一个在Curve自己生态里面才能运行的稳定机制。
crvUSD的白皮书写的很糟糕,据说之后会再更新一个“通俗易懂”的版本。
Read 17 tweets

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