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0scar

@0scar

38 Following
50 Followers
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@0scar
So $UNI is turning on the fee switch. Quick math - according to Token Terminal, LPs have earned $300m in fees in the last 180 days - fee switch can be 10-25% - i.e. UNI stakers rev share pool could be $61-153m / year Assuming 50% of UNI is staked (~$5b) UNI staking APR = 1-3% 🥵
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Risk has been one of our key focus at exponential.fi as we've built the only catalogue of defi pools with a unique risk rating for each of the >500 pools we've rated ($30b+ TVL) We simplify the rating into A-F grades. Currently, we do see risk premiums in median yields 🤔
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Lending rates are great again! (Data from exponential.fi) Lending yields are mostly driven by demand for leveraged traders, who increase pool utilization rates = higher lending rates. The average USD pool is earning 7-8%! Almost 2x treasury yields
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As the Restaking wars heat up, I found this yield market on @pendle-fi quite attractive. I'm bearish on points (over-farmed and -ev when including opportunity costs), so I bought PT to lock in the 39% APY on ETH. If you're bullish points, buy YT to load up on points exposure.
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Has anyone had a good experience with Trader Joe's auto pools? X is filled with anecdotes of negative returns and my experience wasn't different with a negative return and ending worse than hodling
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Governance is value capture by the minority, juxtaposed to DeFi values, and borderline abusive of the asymmetric info between the governance members and other stakeholders like token holders or LPs. Great post by @tokenbrice https://tokenbrice.xyz/farewell-glc/
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Taxes are part of life, unfortunately. The nice thing is that at Exponential.fi we want to make that less painful for our users
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https://farcaster.manifold.xyz/frame/39311600
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Is anyone exhausted by DeFi? Endless narratives and high yields are fun but thousands of pools and risks is just too much info. Can believe most defi folks do this full time.
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https://farcaster.manifold.xyz/frame/36514032
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https://farcaster.manifold.xyz/frame/36438256
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One thing we've paid close attention at Exponential.fi is in making sure you know where your DeFi returns are coming from: yield vs asset appreciation (net of IL/DL)
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