Kevin

@kevkro and Killian just made the arb game pay LPs. Two UHI alumni, a year of building, one v4 hook live on mainnet. They walked the full @ascntlabs build in this week's Builder Stories. 🧵

Builder Stories: Inside ASCNT x.com/i/broadcasts/1…

Setting an LP range and staying profitable is mostly vibes. @ascntlabs uses real-time options markets to suggest ranges and pools that price risk every swap. And we're getting a live demo. 📅 Tomorrow · 12:00 PM ET

@0xSam_21 thanks thats great feedback we'll add it to the list!

@kevkro Hey Kevin , just a small feedback on the ui adding 24h percentage change indicators for metrics like TVL, volume, and fees would improve the UX by giving users real-time insight into protocol momentum and activity trends making the dashboard feel more dynamic and informative

While backtesting our hooks I was surprised how much TVL (and APRs) can still vary by LP UX data source. For example on the v4 USDC/ETH 0.05% pool: @Uniswap ~$9.9M TVL @revertfinance ~$14.3M TVL (both from subgraphs) 1/2

@0xSam_21 Many thanks mate We indeed use the active TVL comp to see which fee logics perform best in which conditions. We started with the academic research, then backtested different ideas on swap data, but biggest learnings came from real flow when live where your logics get gamed

Really insightful thread the active TVL way of looking at it feels much more practical for LPs than standard APR. I'm building a dynamic fee mechanism and this makes me curious how did you approach the research and testing to figure out which fee setups perform best in real conditions? Also, as myself Frontend heavy Dev, i say the UI and charts are clean and super helpful great frontend work

Thinking again about how to compare LP pools. There are great posts on markouts by @0x94305 & @LpDexhq , but I find them not super intuitive for LP UX. Pool APR is the default, but it misleads — pools have different liq distributions and depths. Let's compare active TVL 🧵

LP profitability is still one of DeFi's hardest open problems. ASCNT's approach: dynamic fees, MEV redistribution, and ranges pulled from live options markets. We're hosting @kevkro and Killian, Co-founders at @ascntlabs, to walk through their research. And demo the pools they've built on Uniswap v4. 📅 Wed, May 20 · 12:00 PM ET RSVP ↓

@LpDexhq Totally - that’s two more we need to get better at if we want more ppl to come back LPing!

@kevkro agree for both! i think the metric you suggest if good for pool comparison but less for fee apr indication to the user. expected IL is also not useful for comparison but more for setting users expectations right

@LpDexhq Agree wider is closer to what most LPs earn, but for comparing pools the narrow one avoids the implied dilution of large unused liq for example I think expected IL should be an additional metric to look at, since it should mostly be the same for all pools at the same range

not sure how helpful such an APR is. The exact price path and hence used tick liquidity is only known in the future. A closer fee APR figure that a user can expect is one shown for a more broader range don't you think? moreover i feel like any fee apr without adjusting for expected IL has a limited value

6/ Doesn't fully isolate fee design from deeper-pools-route-more-flow. But gets closer than Pool APR — and maybe more intuitive for regular LPs not used to markouts. Curious why this isn't the standard view today.

5/ Neither view is "right" — just different perspectives: v1 = capital that earned fees, v2 = capital that should have earned. The bias has less impact on deeper pools with well-distributed liq — maybe this approach is best suited there?

@BarterDeFi @0xNairolf Only if the hooks get too abstract imo. Otherwise the singleton design actually reduces fragmentation by costs of routing extra pools going down and @PropellerSwap listing hooks if well designed to solvers automatically

@0xNairolf Uni v4 and its hooks broke composability and made liquidity fragmentation in DeFi even worse. New hooks simply don't see order flow unless solvers, routers, and aggregators plug into them directly

uniswap hooks are such an underrated primitive insane

@LpDexhq I'd think it wins the most uninformed flow compared to most informed flow goes to the deeper higher fee tier pols

1bp ETH/USDC on Uniswap v3 runs positive 1 year cumulative markouts. Why? Best theory wins.

I think the next era of crypto research is going to look like a long steady grind of obvious-in-hindsight improvements, rather than a Manhattan project