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Jan 28 7 tweets 2 min read
原则1:金矿卖铲子 =》现货买入CVX等升值

abcCVX要上线了,如果要抢头矿双挖的话,唯一买入的方法是CVX.
Concentrator: 165.4% 挖abcCVX
Clever: 532%->1331%(取决于veCLEV) 挖CLEV

一天时间我看了下现在abcCVX池子里已经有大概90万刀CVX
原则2:挖金子 =》现货买入CVX存入abcCVX双挖

先要弄明白abcCVX是干嘛的
abcCVX = CVX/clevCVX LP + clevCVX furnace deposit
简单理解:系统自动通过CVX/clevCVX的波动进行套利和挖矿

没明白,多讲点细节呗,请继续看
首先要理解clevCVX并不是CVX的wrapper,它其实是未来的CVX(可以理解成国库券) 所以clevCVX 和CVX就是会脱钩的,因为有时间成本。clevCVX furnace deposit就可以慢慢1比1兑换成CVX.
abcCVX就是自动化了早些年上海的各种倒卖国库券的套利买卖。 让普通人也能当倒爷。
非常聪明的设计:
1. 把套利的利润留给了社群(abcCVX国库的升值 veCLEV可以加速farm)
2. 减少了clevCVX/CVX 的池子的波动性。
原则3:挖金子还卖铲子=》低倍杠杆做多cvx,现货买入CVX存入abcCVX双挖
看明白了原则1和2,适当的应用一下杠杆
原则4:挖金子卖铲子还出书如何挖金子=》低倍杠杆做多cvx,现货买入CVX存入abcCVX双挖,写财富密码的twitter

聪明的你看到这里 还不转发关注喜欢一下我(@taowang1

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More from @taowang1

Jan 27
1/
#财富密码 加班作业 @HaowiWang 老师请查收

如果curve大礼包只选一个买我会买什么?(个人观点,不是投资建议)
2/
我选 $ALD. (NFA)

如果你相信我 就不需要再看下去了 干就完了

如果不相信可以继续看下去,保证没复杂的数学。
3/

数学计算:
@aladdindao 市值: 9.91M, 锁仓率 74%
@0xconcentrator 市值:5M * 2.41 = 12M
@0xC_Lever 市值: 1M * 27.74 = 27.7M (其中相当一部分代币还没流通,市值估算不准确)

Aladdin持有Concentrator和Clever 30%的代币。具体的细节还没有官方宣布, 但是你知道$ALD 被严重低估。
Read 9 tweets
Jan 25
1/
#财富密码 @HaowiWang 课堂笔记

最近忙着和@DeMetaJustin @Tsubasa39923618 准备去 #ETHDenver 的黑客松行程和项目。 错过了最佳的买入时机。钱没挣到,那就好好复盘下。

希望家人们点赞转发关注我(@taowang1)持续带来更多的学习笔记。
2/
如果你不清楚 Curve的 加入金库的投票(Add Gauge Vote)那么请看我之前的这个thread

那么这一次我展开说一说怎么找到尽可能多的正确且有用的信息来做判断,而不是只是听到某个大V喊。

展开说:
* 如何使用工具查到所有的关于项目有用的信息
* 如何基于这些信息做基本的投资分析和判断 (NFA)
3./
这次我没实时的观察到Convex的snapshot投票
复盘时我找到了投票的链接
Curve Dao 投票发起 1/22 8pm dao.curve.fi/vote/ownership…
Convex Snapshot 投票发起 1/22 11:59 pm
shorturl.at/pzFW5
Read 10 tweets
Jan 21
1. @HaowiWang did leak my fortune cookie in his new pin thread. So let me explain that in detail in one mega threads.

If you like this content, follow me @taowang1 for more fortune cookies

@0xC_Lever @0xconcentrator

🧵👇 Image
2. The fortune cookie called Curve Add Gauge Vote. That’s the open/legal way to be a front runner.

In this Mega thread we cover:
* What is Add Gauge Vote?
* Why is it important?
* Best practice to max your return?
3. What is the Add Gauge Vote?
On Curve Finance, CRV emission is going to users who provide liquidity. This usage is measured with gauges. Any LP pool need to go though Add Gauge Vote process to get permit for future Gauge Weight vote.
Read 13 tweets

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