0scar
@0scaronchain
Product and DeFi @yield Labs | Yield maximalist. Build the future others are trying to forecast.
2.1K Following 1.3K Followers
8-fig vault with a single owner
sigh...
Plenty of research occurs at YO before anything reaches the vaults.
For instance, this ____/USDC @morpho market seems attractive at 6.5% APY
Here's a glimpse into some of our internal tools and metrics we look at:
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About a third of @Morpho borrowers are directional leveraged traders.
How come there is no USDC/cbBTC (or WBTC) or USDC/WERH markets to short Bitcoin or Eth?
There's clear appetite for non-CEX onchain leverage. Such markets would be great sources of yield too
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Looking at each market's loop-intensity and based on the markets' composition, I estimate that these three personas account for 1/3 each of all debt
Some nuances:
- even when carry trade loopers are only 30% of all debt, they account for >80% of the debt in half of the markets analyzed
- about half of the liquidity borrowers are Coinbase users
- Some leverage traders prefer Morpho vs perp venues; simpler borrowing cost vs funding could be the reason; tools like @Contango_xyz or @monarchlend have made it easier
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There were signs
Saylor should launch a new instrument that offers 434,540% APY (paid in the instrument itself) for holders and then use that to buy STRC.
Call it OHMSTRC
Looking at each market's loop-intensity and based on the markets' composition, I estimate that these three personas account for 1/3 each of all debt
Some nuances:
- even when carry trade loopers are only 30% of all debt, they account for >80% of the debt in half of the markets analyzed
- about half of the liquidity borrowers are Coinbase users
- Some leverage traders prefer Morpho vs perp venues; simpler borrowing cost vs funding could be the reason; tools like @Contango_xyz or @monarchlend have made it easier
Show more
Looking at each market's loop-intensity and based on the markets' composition, I estimate that these three personas account for 1/3 each of all debt
Some nuances:
- even when carry trade loopers are only 30% of all debt, they account for >80% of the debt in half of the markets analyzed
- about half of the liquidity borrowers are Coinbase users
- Some leverage traders prefer Morpho vs perp venues; simpler borrowing cost vs funding could be the reason; tools like @Contango_xyz or @monarchlend have made it easier
Show more
