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Jan 25 • 6 tweets • 5 min read
Looking for promising small caps on Arbitrum? Look into @contango_xyz.

It's a DEX for expirables - same degen trading, without the funding rate.

Great instrument you can use in trading, and a good way to engage with Arbitrum in case of a future airdrop.

Read on for details:
@Contango_xyz Expirables are similar to perpetuals, allowing for speculation on future prices, except with a set duration.

Widely used in tradfi, this type of contract has yet to be replicated on chain, until @Contango_xyz entered the scene.
@Contango_xyz Through a series of flash swaps on @Uniswap and lends/borrows on fixed rate #yield markets, Contango is able to create synthetic expirable instruments.
@Contango_xyz @Uniswap Use cases include long/short speculation, hedging, and arbitrage strategies.

Expirables are a bit more complex than perps, but Contango users won't be hit with funding payments, which becomes a significant cost when open interest is heavily skewed on perps.
@Contango_xyz @Uniswap @Contango_xyz looks to be a platform geared towards experienced traders, great for strategies like basis trading, and fills an underserved niche.

@Contango_xyz @Uniswap There is plenty more alpha in the full report, so check out @rxndy444’s write up for more strategies - as well as four more small caps on Arbitrum that we think might blow up.

frogsanon.neworder.network/articles/five-…

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More from @FrogsAnon

Frogs Anonymous Profile picture
Jan 25
It's been a few months since we checked in with @LiquityProtocol, and a lot has happened.

@ChickenBonds launched, new integrations with DEXes, bridges, and lending platforms, and protocol usage is up dramatically.

Lots to talk about, so read on for Frogs's Liquity Q4 report:
@LiquityProtocol @ChickenBonds Protocol usage was up significantly, with the number of active troves being one indicator.

As you can see on the chart, active trovers went up by 40% in Q4. Image
@LiquityProtocol @ChickenBonds LUSD also saw a number of new integrations in Q4, making its debut on Arbitrum with Camelot DEX and creating new liquidity pools on Velodrome, Balancer, and Euler.

Not to mention, it can now be used on Gearbox, Silo, and Angle for lending and borrowing. Image
Read 5 tweets
Frogs Anonymous Profile picture
Jan 24
Looking for promising small caps on Arbitrum? Look into @VendorFi.

Permissionless, P2P lending where you set the terms of your own loan.

The use cases for this are countless, and if you’re reading this, you are definitely still early.

Read on for details:
Vendor facilitates permissionless p2p lending with customizable terms and no liquidations.

While the general DeFi lending market is quite saturated, Vendor's flexibility and unique use cases can allow it to carve out a nice niche.
2 use cases (see full report for more):

1. Protocol/DAO treasuries lend out native tokens to earned fixed income, can set rates as they see fit

2. Yield farming- borrow a token capable of earning a higher APR than the interest rate, plus retain exposure to the collateral asset
Read 5 tweets
Frogs Anonymous Profile picture
Jan 23
Great news, guys!

@STFX_IO has concluded their public sale and the token is now up on Uniswap.

STFX is one of five emerging Arbitrum protocols we profiled this week, so read on below and check the report to learn more:

frogsanon.neworder.network/articles/five-…
@STFX_IO Trading profitably is a complex art, especially in crypto with the heightened volatility and immense amount of factors that can move prices.

Enter STFX, which functions like a hedge fund for individual trade ideas.
@STFX_IO Established traders with verifiable, on-chain track records lay out an idea on STFX.

Then, other users can take part in the trade by investing their own funds though a vault.
Read 6 tweets
Frogs Anonymous Profile picture
Nov 3, 2022
Really great intro to music #NFTs this week from a couple of new writers.

In part one, they give an overview of how the music industry has historically been structured before exploring how NFTs are poised to turn it on its head.

Here’s a quick summary:
The music industry has always been a well-connected chain of actors, with many people playing a part.

In the past, record labels did most of the work, taking on the risk of developing new talent, coordinating with record/CD manufacturers, and managing distribution channels.
This is simply not the case today. Music is overwhelmingly consumed on streaming services, so very little of it is produced in physical form and the retail distribution networks managed by record labels barely exist anymore.
Read 14 tweets
Frogs Anonymous Profile picture
Oct 27, 2022
Crypto could make some big moves soon, but are we going up or down?

Well, what if it didn’t matter?

Using long vol strategies, you can make money whichever direction the market goes.

Here’s a list of six ways to capitalize on the return of volatility:

frogsanon.neworder.network/articles/six-l…
1.OTM Put Options

Buying put options pays off handsomely in the event of a sudden breakdown
2.The Crypto Volatility Index

The CVI measures the expected volatility of the crypto market based on the cryptocurrency option prices
Read 9 tweets
Frogs Anonymous Profile picture
Oct 3, 2022
Market giving you a headache these days?

Perhaps you could use a few indicators to help gauge sentiment and market direction.

What are they, you ask?

Well, dear degen, read on below:👇
2
First up is funding rates.

Because perpetual futures never expire, there’s no mechanism in place to prevent their price from diverging infinitely from spot.

To remedy this, whichever side is more crowded pays the other a funding rate.
3
The current funding rate can give you a gauge of how bullish or bearish the market is.

It can also incentivize actors to take the opposite side of the trade.

Traders may perform funding rate arbitrage by holding spot alongside a delta neutral short futures position. Image
Read 11 tweets

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