{̵͉̦̜͊ ̴̖̜̯̅Δ̵̭͙͚͘̕👺 ̶̮͍̃ ̶̟̩̠̒͗}̵̡̝͋͆͝
@DeHausDemon
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Structured Lego Research // Steady Slurping low LERs in ISLLPs & CLAMMs // Primitive Design @miragegalleryai outside Yield Pimping hours
Astral YieldPlane, Zurich\SF
Joined May 2021
The convexity on longer-dated zero-coupon bonds is a truly beautiful thing when even the long-end of the curve matures in less than a year @pendle_fi As long as one can hold to maturity and has no liquidity requirements, the optionality on upside leverage is quite spectacular
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Sounds like you just described @pendle_fi PT’s
Deep down inside everyone wants equity-like returns, but with fixed income like risk, and the liquidity and safety of a bank deposit.
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Thanks for playing (Because if you got wiped out this week, that’s what you were doing….playing) What does working look like? Entering year 5 of 43.21% annualized returns on USD w/ a fraction of QQQ’s vol
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Pendle Risk Pricing FTW If ur gonna buy magic internet coins, read the debt mechanics if u don't want to get rekt Calling it a ponzi is insulting, Madoff couldn't dream of this shit
So @usualmoney team has been claiming for a few weeks that USD0++ was redeemable for 1:1 USD0 so everything was chill. Today, they stopped the 1:1 redeem function without any prior announcement to trap farmers and keep their TVL. USD0++ is now trading at $0.92. Please send this
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just came back on here to tell you guys that 20% fixed on 138 day term maturities are back in size sure there's 25% on 44 day maturities, or you could LP for 30%+ but the gamma on those longer dated ones could be beautiful depending on how long it takes the redacted masses to
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The funniest things about this whole FBI thing are that A. The way in which they did this clearly demonstrates that the agencies perspective on cryptocurrencies & tokens issued on-chain, is that there’s nothing that implicitly makes them a security, while clearly defining &
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wish I had some cool lego or arcane LP strategy to share, but the reality is that on a risk-adjusted basis the $GHO money printer can't be beat right now thank u aave daddy @lemiscate
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Sorry no posts recently, been touching grass, doing real work, & letting @sommfinance @beefyfinance @pendle_fi @GMX_IO @yearnfi @HyperliquidX handle it At the end of the day, while I'm still sure I could beat my current passive yield setup (ETH & USD) by 300-800 bps using custom
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Does anyone actually take Ryan Selkis seriously?
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Unlike CLOBs, attracting toxic flow can be very profitable as a market-maker in CLAMMs, as fragmented liquidity allows for strategies with non-adversarial relationships between seekers & LPs
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“So what do you do for work?” “I work in Finance” “Oh cool what do you do?” “Consulting” “What kind of consulting?” “Helping those from the citadel navigate goblin town” “Uh…is that a gaming thing? I thought you worked in finance?” “Basically we provide guidance on the
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This has been a long time coming, I really wanted to give them the benefit of the doubt, but man holy shit @coinbase what the hell happened My account has now been locked for over two months, weeks gone by without a single reply from compliance after multiple emails to them,
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Gud thread, just don’t get liquidated Still convinced attempting to avoid IL is the single biggest mistake one can make as an LP Maybe will repost but did a thread awhile back about how the most profitable LPs consistently are out of range and underwater for the majority of a
The best yields often come from paired LPs that are exposed to 𝐢𝐦𝐩𝐞𝐫𝐦𝐚𝐧𝐞𝐧𝐭 𝐥𝐨𝐬𝐬. What if intern told you to capture that yield with a 𝑛𝑒𝑎𝑟𝑙𝑦 neutral $USDC position by using Silo? Here's how to do it via GammaSwap's PENDLE-USDC pool. 👇
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TLDR 200%+ APR on ETH
@pendle_fi Here are some good graphs to give a general sense of this to the unsophisticated But it is also important to keep in mind Pendle often doesn’t follow expected bond behavior as there are lots of redacted & degenerate traders, especially when combined with points BS But a good
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@pendle_fi Here are some good graphs to give a general sense of this to the unsophisticated But it is also important to keep in mind Pendle often doesn’t follow expected bond behavior as there are lots of redacted & degenerate traders, especially when combined with points BS But a good
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lol
No liquidity left in the LRT core vault so somehow Gauntlet has managed to lock their remaining depositors in for now
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damn it really was the top
What part of the cycle is Goldman attributing success in crypto markets as a secular winning theme partially comprising the outperformance of their Tradfi stuff
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