Yaro-the-Cosmodiver Profile picture
I like data. Metrics, insights, analysis and memes. (ps. If you want to understand Crypto and the cosmos eco, read up on Metcalfe's law.)

Oct 15, 2022, 7 tweets

Here's how the top 10 #OsmosisZone pools stack up after factoring in inflation, fees, APRs & incentives.
Green = better than staking
Red = worse than staking

Read on for a link to my spreadsheet and explanation/notes.

#CosmosEcosystem #DeFi #DYOR #Osmosis #Yield

Observations:
-Staking $OSMO is still bad. Stride MEV won't make much of a difference ($2k a day extra income split between all stakers is less than 0.1% extra)
-Pooling $EVMOS, $ATOM and $JUNO worse than staking.
-Pooling $STARS, $CRO or any AXL tokens good. USDC/OSMO pool great

Why is this different to Dexmos / APRs? Because it accounts for inflation. (as well as pool fees, external rewards etc). Basically, if you have 10% APR, but inflation is more than 10%, you're losing money. As you can see, not accounting for inflation gives very different returns.

This is how the spreadsheet works. The instructions are on the right, simply fill in the yellow boxes.

docs.google.com/spreadsheets/d…

And if you want to compare multiple pools, just change the values in sheet 2

Notes:
1) I assumed USD stablecoin inflation to be 8.3% in line with USD actual inflation
2) I couldn't figure out how ATOM/stATOM or other stride pools would work so I've left them out.
3) I used 40% for JUNO APR even though it's currently more like 28%

If this post made you think about how to invest your money in DeFi, my job is done!

As always, follow for more content and like/RT so that I can continue educating other awesome #CosmosEcosystem people!

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