Dr Liquid (🏴‍☠️,🏴‍☠️)

Use your udemy data analytics course wisely : THENA: - Market cap : $29M or $65M including veTHE - 24 hours volume: $8.48M - Monthly revenue: $882,000 - Status: Operational Pickle: - Market cap : $92,000 - 24 hours volume: $136 - Revenue: $0 - Status: DEAD Idle Finance: - Market cap : $22,000 - 24 hours volume: $5.48 - Revenue: $0 - Status: DEAD

X. Use Friction Wisely Friction, through lockups, exit penalties, or tenure boosts, can either build commitment or breed resentment. When paired with real demand, friction increased retention dramatically ( @TheIdleNetwork 19.09x, @RamsesExchange 4.40x). Without demand, it delayed but did not prevent collapse ( @ThenaFi 0.07x, @VelocimeterDEX 0.19x). The distinction lies in intent: friction must align with productive participation, not simply constrain liquidity.

Our latest report, The Ten Commandments of Liquidity Incentives, studies 160 DeFi programs across five years and $9.5B in TVL. Let's do a high-level recap of this report, with the full version found on our website ↓ Overall, 78% of the 160 DeFi programs lost capital within 30 days of ending token rewards. Only 22% retained liquidity. This $3.92B experiment in mercenary capital reveals one thing: liquidity retention follows predictable design laws, not chance.

@sam_battenally Amen, no need to sugarcoat it most novel perps DEX showing crazy revenue are enabling wash trading either through their incentive mechanism or by directly playing against themselves, OI levels showing consistency provides a better picture imo.

revenue doesn't prove anything. perps revenue can be manufactured. Very easily. If you're the house collecting the fee, all you need to do is trade against yourself. I'm not suggesting that's the case here, rather, I’m just urging caution regarding metrics

@sam_battenally @degenRobot

@Dr_Liquid_ @degenRobot Look who it is

Been experimenting with bunch of ideas re what on chain CLOB’s could unlock over last few days Built a rough MVP for CLOB contracts w UniV4 style hooks which imo unlocks bunch of interesting use cases: - Perp CLOB’s enabled w custom hooks - Fun ponzinomics i.e. ve style to incentivise makers - Tiered & dynamic fee markets / referral fees Open sourcing the code if anyone wants to dig in, play around, fork it etc

@heider891 @_FabianHD @Nicknick2109 @EnneadFarm @RamsesExchange If we follow this logic then 30% of THENA's weekly emissions are distributed through locked rebase so should remove 100k$ish from weekly emissions. Also THENA is #1 in fees/$ of TVL, protocol revenue takes into account bribes which won't change post CL implementation

@_FabianHD @Nicknick2109 Nominal inflation, yes. But @EnneadFarm (L2 of Ramses) holds about 50% of @RamsesExchange LP TVL and so, 50% of 4.5M $RAM goes to Ennead where it is locked to veRAM and then converted into neadRAM. As it is not liquid emissions, it is omitted after some consideration.

Anyone can explain to me, as bullish as the roadmap can be, how can $THE be so undervalued? Currently (3,3) on BSC Soon > Cross chain swaps > Fiat on/off ramp > Perps dex > Debit card > Lending & Borrowing > Listing on Tier 1 exchange

@aibra @MacroMate8 @LidoFinance @BNBCHAIN @thenafi Im in touch with Seraphim thanks @aibra 🙏

@MacroMate8 @LidoFinance @BNBCHAIN @thenafi @Dr_Liquid_

Big announcement: I am now @LidoFinance’s BNB guy As Lido’s DeFi Expansionist I will attempt to bring >$100mil of wstETH to @BNBCHAIN and integrate it into every major BNB protocol If you’re a BNB project or a wstETH whale, please dm me. LFG 🔥

@andy_bumstead @delucinator @thenafi Also you will have one gauge / strategy. Example : BNB-USDT will have a wide and narrow strategy so one gauge for each, in the end the market decides what should be the yields.

@andy_bumstead @delucinator @thenafi Provide liquidity through Gamma --> Receive ERC-20 receipt token --> Stake it in our gauge to earn $THE Provide liquidity manually --> Earn fees but cannot farm $THE There is no forcing, you choose your strategy.

@0xc0ff3e Next time I suggest you do more research before posting this. 0x39e, the vulnerable contract, is not from THENA. It was deployed by a random user to manage his own funds. I invite you to try to reproduce it now on the real chain if you're feeling so confident about your claim.

@NickDrakon @ReveloIntel Congrats mate !

Is this alpha ?

Bonjour CT 🇫🇷, Hola at me if you're at EthCC 👋 LiquidDriver is about to release some cool stuff and is looking for cross-chain partners to unlock DEFI 9.0

@ixoworld I am watching closely @ixoworld 👀

@Dr_Liquid_ And there’s way more where that came from 😉...

Blockchain for impact . github.com/ixoworld/bonds FANTOM is our DEFI bed but COSMOS has some interesting projects linked to real world applications. I can definitely see Alphabonds providing a more efficient pricing mechanism for impact projects.

@lonestar799 @oscarroriz @NickDrakon @LiquidDriver I'll have to disagree on that. Market demands a premium for lack of liquidity, not for being liquid. Also inSPIRIT APR depends mainly on the volume driven on spiritswap. We will always act as a boosted layer for spirit with our upcoming shadow farms so the 8% will still be there.

@Dr_Liquid_ @oscarroriz @NickDrakon @LiquidDriver When the higher yield of linSpirit goes away, market will demand a premium from holding linSpirit (vs holding inSpirit) and that premium will be a lower linSpirit price versus inSpirit. Unless you are telling me that there is a sustainable way to offer 50% APY to linSpirit.

How is liquid driver able to offer 50% yield to linspirit when spirit swap locked staking yield is 16%?

@lonestar799 @oscarroriz @NickDrakon @LiquidDriver TLDR : the price of binspirit ( and the other winspirit ) is due to the fact that minting demand came from short term yields. Im still confident binspirit will get back to peg eventually, it just takes time as they need to attract real demand.

@lonestar799 @oscarroriz @NickDrakon @LiquidDriver Solidex and oxdao, but as soon as the APR dropped users rushed to dump binspirit as it was just a medium to generate short term yields. Now Beefy is working on driving real demand that comes from users willing to get exposure to spirit and its cash flow while remaining liquid

@lonestar799 @oscarroriz @NickDrakon @LiquidDriver Like a start up burning cash to gain market shares and achieve a perfect product market fit in order to be profitable at scale.

@lonestar799 @oscarroriz @NickDrakon @LiquidDriver It's never the best way to assess the sustainability of a protocol by taking a live picture of it and forecasting a future scenario based on the exact same mechanisms. Protocols are constantly building and you cannot achieve sustainability while you're still bootstrapping.