Thread by @WinterSoldierxz

As the month comes to a close, I've curated the top 5 threads that demystify DeFi, yield strategies, and the dynamic world of AMMs and structured products.

Dive in and unlock the knowledge 🧵

1️⃣ A thread by @ViNc2453 delving into #GLPLego strategies with @pendle_fi.

Explore fixed APR conversions for DeFi assets & learn to maximize returns using tactics like discounted GLP purchases, fee distributions, cashing in future interest & LP for higher swap fees🧠

https://twitter.com/ViNc2453/status/1633748452709638146

2️⃣ Nobody knows @dopex_io better than @ipor_intern.

Explore Dopex's Atlantic Options and learn how collateral efficiency is improved with fixed expiry dates and the ability to move collateral while contracts remain open.

https://twitter.com/ipor_intern/status/1637720852707037185

3️⃣ Follow @xuxiaopengmint, Research Partner at @MintVentures, for institutional-grade research.

This edition dives into @CurveFinance's ecosystem, yield protocols & valuation in liquidity markets, comparing with @Balancer & @AuraFinance.

https://twitter.com/xuxiaopengmint/status/1633026699846897665

4️⃣ @0xDevinG is the chief degen of @GammaswapLabs

Devin looks into how @Uniswap acts as a one-sided options market where LPs sell volatility w/o fair compensation, and how implied volatility acts as key metric for pool performance & the connection between LP positions & options.

https://twitter.com/0xDevinG/status/1632736369297481728

Specifically, Uniswap algo replicates the negative delta of long put options on its held assets thru dynamic hedging, enabling Uniswap to hold short put options on its reserves.

Look forward to Pt. 2 on how to determine if LPing is positive EV based on volatility.

5️⃣ Lastly, @NintendoDoomed’s thread on @pendle-fi is a masterclass.

He explains the Pendle's architecture with practical examples & how it allows users to lock in interest rates & speculate on the rate expectations, making it an ideal tool for yield-bearing assets

https://twitter.com/NintendoDoomed/status/1637475974454431747

Tagging my CT frens who might be interested (Part 1)
@rektfencer
@Slappjakke
@Only1temmy
@rektdiomedes
@Chinchillah_
@DeFiMinty
@TheDeFISaint
@DeFi_Cheetah
@Louround_
@CryptoShiro_
@defi_mochi
@crypto_linn
@GrowWithPassive
@0xFlips
@2lambro
@crypto_yuvi

Tagging my CT frens who might be interested (Part 2)
@DefiIgnas
@crypthoem
@0xsurferboy
@TheDeFinvestor
@0xCrypto_doctor
@VirtualKenji
@psychguy_eth
@WinterSoldierxz
@DAdvisoor
@arndxt_xo
@DeFi_Cheetah
@2lambro
@CJCJCJCJ_
@francescoglt
@kindahangry
@schizoxbt
@Subli_Defi