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CM
@chenmo
陈默 DeFi OG. Core LUNAtics. // DeFi Research and Practice.
3.8K 正在关注    55.2K 粉丝
Arc上的项目方普遍都太急了,跟了几个项目,都是迫不及待发币,甚至前脚发个meme,后面马上就发新币,掏出了熟悉的Tokenomics,登味很重。
不对,要是ETH一直涨,那卖飞的感觉就难受了。 有一种做法是拿wstETH抵押借BTC,然后用BTC买ETH再抵押借贷,循环几圈,年化也能搞个8%左右,底层是做多ETH- BTC的汇率。 至于要不要做多这个汇率,你都是E卫兵了,还有理由不做多汇率吗,闭环。
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感觉 E 卫兵接盘 ETH 不能靠直接买,直接做 LP 接岂不是更好。等 ETH 价格下来,正好满手 ETH,完事了还把手续费赚了。
Arc吸血不会太长,Robinhood应该还会有下一波的,你们都抄了哪些价值币?
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隐私DeFi Vault,Zama已经初具规模,目前几个主要Vault都有4000-5000万TVL,合计有3亿美金左右。 这次发布了5个新资产金库,USDC、USDT、AUSD、WBTC和tGBP,基本都是配合着有激励的。 Zama做的是机构隐私需求,让机构资金能在公链上进入DeFi,同时不需要把仓位完全暴露。同步上线的还有 zama swap,支持机密资产之间的互换,交易意图和规模都不会被公开看到。 Private DeFi is coming.
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Confidential DeFi at scale, live today. Zama is the fastest growing confidentiality protocol for onchain finance. Today, Zama expands confidential access to 16 curated yield vaults across 5 institutional curators and 5 assets: USDC, USDT, AUSD, WBTC, and tGBP, all deployed on @Morpho. The same trusted curators and strategies that institutional capital already uses, now with confidential entry. Alongside the vaults, the Zama Confidential Swap Protocol goes live. Swap between confidential assets without exposing intent or size. Curated by: Armitage by @wintermute_t, @Bitwise, @flowdesk_co, @RockawayX, @SteakhouseFi Access: @Morpho, @utila_io, @yield_xyz, @zerion Incentives: @pendle_fi, @merkl_xyz With support from: @Tether (USDT), @BitGo (WBTC), @tokenGBP (tGBP), @withAUSD (AUSD) Shield, send, deposit, earn, and swap, all confidentially at:
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0x发了一篇小作文吐槽hooks副作用,也间接破案了前几天我遇到的0% fee池子是怎么回事。 简单来说,就是这类恶意hook在报价阶段伪装成很有吸引力的价格,而在实际结算时改成另一套价格或额外收费,从而欺骗聚合器、钱包和交易应用,最终从用户身上抽成。 比如之前那些0% fee的池, 这个hook在权限设置上有beforeSwap、afterSwap,可在成交前检查条件或拒绝交易,可以改变交易最终结算金额,也就是说即使PoolManager本身按0%核心手续费执行兑换,但它在买入前和买入后都能自定义扣费,如果骗过了聚合器,最终用户就会遭受损失。 0x给出的数据是,对6条链上84,163个 hook做了数据分析: - 19.4% 安全 - 54.2% 明确恶意 - 26.4% 很可能恶意 其实这个东西我理解还是聚合器需要做更多的工作,hooks本意是让Uniswap更可扩展,但也打开了作恶空间。这跟智能合约是一个道理,它是无需许可的,所以一定会出现恶意的,合约本身无法区分好坏,而应用构建者要做的事就是与这些东西做斗争。
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A malicious hook doesn't need a UI to scam you. 👉 It just needs to look like the best quote. After analyzing over 84,000 v4 hooks, we determined only 19% of hooks to be safe. It's time to get real about hooks.
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CLARITY法案,今天民主党谈判组准备提交一份正式反提案,说明共和党所谓的“最终文本”,此前的伦理条款让步并未换来明确的民主党票仓。 看起来今晚过关的概率在降低。 那么现在的价格是已经预期今晚拿不到60票了吗?看起来市场反应没那么大。
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Vlad说Robinhood股票代币将支持实物赎回和投票功能。 RH链上的股票代币规模已经在起量了,越来越有一种感觉,Robinhood会是未来代币化股票的龙头,特别是在链上组合性和创新方面,已经开始领先,这种先发优势可能形成生态垄断,未来当你提到代币化股票时,第一反应就是Robinhood。
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最近2周微策略没有ATM股票,也没买币,一直在单纯的干一件事,回购 $STRC
大版本变了,未来有来头的新链大概率会优先选择集成Uniswap,而不是自己从零开始扶植一个原生dex,因为投入成本与收益不成正比,市场不会给那么多时间,用户的包容度也在降低,万一出问题影响很大。 DeFi基础设施的龙头效应会越发明显,上个周期Solana这种应用端全生态包圆的案例很难再出现了。
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小黄人喊单Arc,我觉得逻辑是对的,他主要基于2点: 第一是fomo作为近期最大的流量入口已经准备要接入Arc,第二是sol、rh的成功都证明了一件事,meme是一条新链冷启动最快的方式。 同时rh带动的行情还在继续,就像之前铭文行情每条链都打一遍一样,如果Arc生态够敏锐的话,不应该丢掉这个机会。 但如果一条新链在当下还有排斥meme的包袱,那它在启动阶段会非常艰难。
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some thoughts on Arc chain: ppl building on Arc or related to Arc have reached out to me several times over the past few weeks apparently, they want to get trenchers onto the chain early because they understand that memecoin activity is one of the fastest ways to bootstrap traction for a new chain i mostly ignored them i've been too busy to even keep track of all the messages i get these days, but more importantly, i've believed that onchain activity this cycle will be concentrated around Robinhood, BNB and Solana that was my bias until i learned that fomo will be integrating Arc shortly after launch Seyong from fomo recently told me that the integration should happen within a few days of launch and honestly, that changed my short-term bias on Arc don't get me wrong i still believe RH/BNB/SOL will be where the majority of the real action happens this cycle but there's something important to consider: fomo hasn't even integrated Hyperliquid, Tron or TON and all three of those chains produced runners that reached $100m+ so if fomo is integrating Arc right out of the gate, i think there's a very real possibility that there will be some serious short-term money-making opportunities for trenchers and that's the key distinction: short term i am NOT saying Arc is going to become the next BNB, Robinhood or Solana i'm saying this is the first time fomo will be integrating a non-mainstream chain essentially from launch that makes Arc a very interesting experiment and i'm positioned accordingly i bought the native token of the main launchpad on Arc, $LONG, along with the top 3 memecoins on the launchpad my thesis is basically this: 1. fomo is integrating Arc fomo is becoming one of the main crypto trading apps for retail this cycle i originally ignored Arc entirely the fomo integration changed that 2. Arc is actively trying to attract trenchers multiple ppl building around Arc have reached out to top trenchers like myself that suggests they understand how important early memecoin activity can be for a new chain 3. they appear to be trying the Robinhood playbook i've also had a source tell me that Arc understands how important it is to have trenchers on the chain early and is actively focused on making that happen essentially, they're borrowing a page from the Robinhood playbook and i want to be super, super clear about this: this is a degen, degen rabbit hole this is a short-term adventure i'm not rotating my core thesis away from RH/BNB/SOL and i genuinely believe that RH/BNB/SOL is where you want to concentrate your energy this cycle... and that most other chains will likely be a waste of time on a long enough timeframe so why am i touching Arc? i'm simply betting that the combination of new chain + launchpad + trenchers + fomo integration could create some very interesting early opportunities if you're interested in exploring it, you can either wait for the fomo integration later this week or bridge over earlier through the main launchpad on Arc, Long for those who want to bridge: 1. buy $CRCL on Robinhood (most tokens on Arc are paired against $CRCL): 2. bridge your Robinhood Chain $CRCL to Arc using the bridge provided by the main launchpad: 3. buy whatever you want through IMPORTANT: don't use trading bots like Basedbot or GMGN right now they're routing through the wrong pools and you could end up losing a significant amount of your money to slippage and if you're not on fomo yet, you really should hurry to get your account set up if this thesis plays out, you don't want to be setting everything up after the opportunities have already appeared join through my ref: i'm also doing a $350k giveaway for active fomo refs so you could literally get rewarded for being early again: this is a short-term degen experiment but if you're a trencher, this is exactly the kind of setup i'd want on my radar before the masses arrive
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Robinhood chain上这两天出来好几个0% fee的股票池,拦截了很大交易量,这是要干嘛
不管是创业还是投资,Robinhood chain都是当下最值得投入和研究的生态。
Should companies be able to approve or veto the tokenization of their stocks?
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做LP本质上是赚波动和市场活性的钱,或者说卖波动率,它能赚钱需要满足以下条件: 1. 在上涨通道中 2. 交易量暴增,且波动剧烈 这种情况跑赢无常是轻轻松松的,因为上涨中一般伴随持续的交易量,而下跌往往伴随交易量萎缩,特别是meme,在下跌中想靠交易量跑过无常和跌幅,基本是不可能的。 另外 如果代币一根线拉出你的区间,虽然u本位是赚钱,那你是跑不赢持币收益的,相当于你在区间里网格自动卖出,一路卖飞。 当然你如果能接受接盘一手meme,且认为这个meme早晚会涨回来,那涨回来那一刻你是赚钱的。有人也会用LP单边接货和出货。 简单理解,就是你赌的是这个代币一直在你的区间波动,或者你自己有主动做市策略,有方向性的rebalance,那么需要你对这个币足够了解。
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今天我已经看到了好几篇教学组 meme LP 的帖子,基本都是一晚上印了几千 U 手续费的这种; 诡异的是,没有一个人提到拿 MEME 去组 LP 的风险点在哪。 凭我这些年的经验—— 也差不多到了该清仓跑路的时间了!
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OKX这个循环贷产品,被很多cex用户吐槽,实际上证明了现阶段这种稍微复杂的defi产品并不适合裸接入cex。 表现出来的问题是,30%多的年化一会就掉到10%+了,进入挖矿的磨损过高等,原因就是 首先稳定币之间的兑换不是完全1:1的,特别是USDG这类新兴稳定币,还比较依赖链上流动性。 AMM的滑点、价差,还有集中兑换造成的波动,其次也得考虑aave那边的利率变化。如果是之前USDe那种赎回需要锁仓的,那么反向拆循环下车的时候也是很痛苦的,要再经历一次兑换的磨损,当很多人集中卸杠杆的时候,链上就会产生溢价,这种策略还是手动管理比较好,或者写好脚本检测一下溢价/折价情况。 本质上这跟OKX没什么关系,也不是Pendle的问题,而是一种自然现象,只能说如果想把这类产品做成面向大众的,直接把底层接入不做处理是不行的。 如果在cex端到defi端,中间做一层策略管理,把路径、磨损和风控做进去,包装成vault还是可行的,然后跟项目方谈一下,要点补贴,那就会好很多。
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号外号外!!过去需要反复存入、兑换、借款,现在通过 OKX Wallet 一笔交易即可完成: ▫️进入 OKX App > DeFi > 循环赚币 - USDG 循环赚币 ▫️准备 USDG 或 PT-USDG,输入本金并选择循环次数 ▫️下单前查看预估净 APY、借款利率、健康因子及清算价格 ▫️完成钱包签名,系统自动执行系列操作 PT-USDG 将于 10 月 29 日到期,请提前关注到期安排 循环次数越高,潜在收益和清算风险也越高。建仓后大家仍需要持续关注仓位,必要时减少循环、补充抵押物或偿还债务💚
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Robinhood上原生defi跑出来的机率不太大,除非能在代币化股票上找到差异化业务然后迅速卡位的,否则老defi一旦部署过去位置就卡死了。 而且存量的老defi用户是不太信任新项目的,这一点就让流动性迁移成本变得很高。 所以共识比较高的是一些带机制的meme和ponzi,经此一役,老defi的含金量上升。 不知道买啥就买 ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 吧,不管未来是炒rh,还是arc,都得让它抽层水。
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要是早几年有这个创意,召唤一下LUNAtics,还真能炒起来。毕竟这个ticker自带魔力。
现在又演变到luna回锚叙事,山寨币逼空叙事,不是,不是说要大战华尔街吗?怎么开始干自己人了?
玩了一圈还是回Robinhood了,外面全都水土不服。
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🍄 应该算是一个LP创业,如果做起来,想象力是挺高的。 它的目标就是截留大部分Robinhood上的股票代币交易量,然后再用手续费回购销毁代币。假设它能截留10%,那一年也是上千万美金的收入,现在这个价格肯定是不贵的。 当然挑战也很大,要让NVDA->MU这种交易经过蘑菇池,那它的 流动性 和 手续费 都要相对USDG pool更有竞争力,目前大部分交易量还是依靠SHROOM自己带来的,所以在前面热度高的时候,手续费收入数据很好看,如果SHROOM交易量下降,靠股票之间交易天然路由过来的量其实很少,这里有个临界点,就是在SHROOM热度下降之前,能积累多少手续费,对正常股票交易的截留,这个工作的完成度有多少。 项目能走多远的关键就在这了。大概想到这么多吧,欢迎讨论。
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DeFi市场还缺一个围绕LP收益创业的项目,过去有很多尝试都没做起来,但这个赛道也是能产生真实收益的。Robinhood这一波热度,包括股票LP的出现,都有可能推动这个赛道。
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Uniswap Labs 购买 PONS 🦄
Deepening our partnership with @Uniswap, Uniswap Labs has purchased ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 for long-term alignment Pons builds on 🦄
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基础设施让Ponzi再次伟大了一把,这几年的DeFi基建真不是白搭的,Pendle YT等于把NET的rebase放大了10倍,而NET项目本身的增发率并未改变。 NET对OHM最大的优化之一就是控制rebase,克制增发量,这种情况下的apy和溢价都会被抑制,sNET on Pendle相当于在不改变项目设计的情况下,实现了 对apy和溢价的杠杆化。 神奇的defi魔法
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boys and girls, we've done it. very soon @NetNetCap 🤝
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