I'm valuing SATs at an additional 10% APR, effectively bringing the total APR to 75%
@n2ckchong cooked on this
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Wayne
348 posts
Wayne
@wayne0x8
not stopping until I retire my parents @interndao
In the arena Присоединился Mart 2018
635 Подписки874 Подписчики
.@ethena x @aave liquid leverage is literally the BEST stablecoin farm rn
-65% APR after 18 loops. 75% if including SATs airdrop
-can deposit in size
-minimal SC risk. You're using Aave
-no liq risk. USDe oracle pegged to USDT
Here's the loop math for a $100k deposit:
x.com/ethena_labs/st…
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@asxn_r @PlasmaFDN Your APRs are overstated by about 20%
You're not factoring in the cost of the $5k that you're buying into the ICO at
x.com/wayne0x8/statu…
Wayne@wayne0x8
ok wow @PlasmaFDN team cooked effectively 60-100% APR if it opens at $2-3b FDV. prob adjust this even higher given how hard $CRCL has been pumping
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1/ @PlasmaFDN announced earlier this week that there will be no further increases to the deposit cap on their vault, with total deposits now limited to $1 billion.
Users deposited stablecoins into the vault in order to earn a pro-rata allocation to the $50M XPL ICO launching on Sonar at a $500M valuation.
We can therefore calculate the expected return on these stables for various launch FDV's of the XPL token:
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ok wow @PlasmaFDN team cooked
effectively 60-100% APR if it opens at $2-3b FDV.
prob adjust this even higher given how hard $CRCL has been pumping
Plasma@Plasma
There will be no further increases to the deposit cap. Total deposits are now limited to $1 billion. The goals of the deposit period were clear: enable broad, global participation through a fair process prioritizing real users over bots, and bootstrap day-one stablecoin liquidity for Plasma mainnet beta. We’ve achieved both. With deposits now closed, the system remains live. You can still withdraw at any time before the lock-up phase, but note that withdrawing or transferring your receipt token will reduce your units. We’re deeply grateful for your trust and participation. This is only the beginning.
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@zhusu Like 20-30% imo
Wayne@wayne0x8
Ran some numbers on the highly anticipated @PlasmaFDN @echodotxyz $XPL ICO that's starting in a few days Should you deposit? APRs will obv vary drastically depending on the farm TVL, duration, and TGE FDV @PlasmaFDN mentioned the deposit period will be weeks and the lock up will be MIN 40 days Here's the sensitivity analysis assuming 70 day duration (optimistic): Expecting $2-3b in stablecoin deposits and $1.5b-3b FDV which equates to 17-65% APR Pretty solid imo. Esp if you got idle stables lying around
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Ran some numbers on the highly anticipated @PlasmaFDN @echodotxyz $XPL ICO that's starting in a few days
Should you deposit?
APRs will obv vary drastically depending on the farm TVL, duration, and TGE FDV
@PlasmaFDN mentioned the deposit period will be weeks and the lock up will be MIN 40 days
Here's the sensitivity analysis assuming 70 day duration (optimistic):
Expecting $2-3b in stablecoin deposits and $1.5b-3b FDV which equates to 17-65% APR
Pretty solid imo. Esp if you got idle stables lying around
Plasma@Plasma
The financial system of tomorrow. Owned by you. Announcing the XPL public sale, using Sonar by @echodotxyz. 10% of XPL will be sold at a $500M FDV, the same valuation as our latest equity round with Founders Fund.
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Too many mid takes on farming @HyperliquidX
Not against farming some LST, lending protocols on HyperEVM with your idle spot HYPE. But it shouldn't be your main focus
Stop chasing beta farms like what the threadors are reccing. Just generate a lot of spot volume on @unitxyz and perp volume on HL core.
Best way to do is farming basis (delta-neutral)
Buy spot BTC/ETH/SOL and or FART. Short the equivalent amount on perps.
Set your spot limit sell price = your short liquidation price so you dont get fked. Should use high leverage so you can get liquidated and keep generating volume. Rinse and repeat
You end up generating volume on Unit and Hypercore + farm funding
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work for your bags
bros been spamming the HYPE/ETH chart as an on-chain message to a bunch of wallets
his ENS LMAO:
hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid-hyperliquid.eth
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How does @ostium not have an OLP vault performance chart yet?
@Lighter_xyz's isnt great either. But there's at least something to make better-informed decisions on whether to LP or not
@HyperliquidX does it best
☆ neue.eth 🐱☆@neue_w
@delucinator @ostium doesn't have much liquidity. i staked some usdc in their vault and I'm down almost 2% in 2 weeks. withdrew yesterday.
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am seated next to a grandpa today
cat vibe with old people so much, they radiate calmness, thoughtlessness, he probably does not care about most things, such as tariffs
elders seem post-care, post-bothered - the most superior state of mind
CL@CL207
due to tariffs, we are eating plain eggs but it taste gud
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