DeFi Cheetah 🐆 ¤ 🦙🦇🔊 @DeFi_Cheetah Twitter profile

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

1 year

10K followers finally!!! That means A LOT to me!!! Thank you all for the support!!! Below is my list of top picks of some threads of mine throughout the crypto journey so far. I am sure you will at least take away something. Enjoy!

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

This 🧵 is about my analysis framework of DEXes: why I think @CurveFinance prevails over @Uniswap , and why Uni v3 is a wrong move! In short, 2 reasons: (i) pricing power & (ii) profitability

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

BREAKING: @CurveFinance ’s potential of breaking into CBDC!? Bank of International Settlement, Swiss National Bank, Bank of France and Monetary Authority of Singapore are exploring the use of Curve v2 AMM for CBDC pools for simultaneous trading and settlement!! .

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

This 🧵is about the most fundamental and important question of DeFi: when does it make economic sense to be an LP for AMM (i.e. benefit > cost)? @a16z Head of Research @Tim_Roughgarden propose a solution by introducing a new concept called Loss versus Rebalancing (LVR) 👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

6 months

🚨To long-term $SOL holders, do you know you all now pay $100M+ a month collectively for subsidizing users, so that they can have cheap tx fees on @solana ? Why? Validators on @solana earn fees from tx fees from users & block reward. Validators’ reward rate (6.61%) is flowing

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

2 years

A detailed report on GMX: Here you will find out: 1. How GMX differentiates itself from others (zero slippage for traders + no impermanent loss for LPs) 2. How value is accrued to $GMX 3. GMX's potential risks and solutions to them... Here we go!

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

[Curve vs Uniswap part 2] Why is @CurveFinance better positioned itself to be the core DeFi infra than @Uniswap ? TLDR: 1. $CRV tokenomics protects Curve against competition [1-13] 2. Curve’s liquidity-as-a-service: functionalities that solve on-chain liquidity issue [14-19] ...

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

Regarding $USDC crisis, it's time to revisit the most stable stablecoin - @LiquityProtocol ' $LUSD with: - 0 governance - fully decentralized collateral + UI - instant liquidation - lower liq. level than @MakerDAO - no loss to holders since launch How can it achieve all these?

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

🧵[$FRAX >>> $DAI]🧵 Why are stablecoins of @fraxfinance & @CurveFinance regulatory-resistant than @MakerDAO ? In fact, @MakerDAO is at a much higher risk!! Short answer: Algorithmic Market Operations (AMO) + token fungibility + principle of protection of property rights 👇👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

LPs of AMM can never be fully compensated by the trading fee (tx fee), which is a compensation only for LPs' cost of capital; LPs suffer from GAMMA RISKS as well. This 🧵 will dissect the risk profile of being LPs of AMM, especially important to LPs of @uniswap v3! 👇👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

For those who don’t have enough $ARB for profits, you can earn extremely decent fees by providing one-sided liquidity in CLMM model It always works in a hot airdrop campaign ;)

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

Finally 20k followers! Thank you all for the support! Meanwhile I got hit by my life’s greatest trauma - my mum passed way earlier this Feb… She is my most beloved person in my life and without her unreserved love, I won’t be where I am My dearest Mother, I will always miss you

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

[Curve vs Uniswap part 3] Thesis: @CurveFinance is better positioned to be the core DeFi infra than @Uniswap TLDR: 1. $CRV ponzinomics? a MISNOMER - how inflation can be a scheme in game theory - $CRV emission formula decoded 2. UniV3 needs stacks = worse cost structure

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

🧵 @eigenlayer is solving the most important issue in crypto, that is, D-apps' innovation is capped by infra's rate of innovation Impacts: - ETH price goes up SIGNIFICANTLY - Make innovations in infra PERMISSIONLESS, eg more well-designed oracles, bridges, sidechains, etc 👇👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

[🧵 @CurveFinance is printing money🧵] $crvUSD is now charging on average >7.5% interest rate on borrowers, but still they are willing to do so, as a way of holding the leveraged long blue-chip - $BTC/ $ETH, without suffering from the risk of hard liquidation More details👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

6 months

New thesis in this bull market: 1. ZK-everything: @RiscZero , @MinaProtocol , @axiom_xyz … 2. Solana comeback: @jito_labs , @JupiterExchange , @marginfi , @cubexch , @MagicEden … 3. BTC-related: @babylon_chain , @chainway_xyz , @Stacks , @BotanixLabs 4. Modular: @CelestiaOrg ,

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

This 🧵 recaps @fraxfinance products and synergy in-between. They exist for good reasons. After reading this 🧵, you’ll be able to answer the following questions: - Why are there so many different products on @fraxfinance ? - How are they intertwined? - What’s the rationale of

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

🧵about one of the most important updates of @CurveFinance (apart from $crvUSD): Tricrypto New Generation (TNG) TLDR: Curve could FLIP @uniswap 's trading volume as TNG offers better execution price than Uni v3 by optimising gas, drawing huge vol from bots & aggregators 👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

In $CRV loan incident, @fraxfinance ’s Fraxlend is the MVP among all lending protocols, as its debt has been prioritized in repayment schedule, with unique designs for risk management Features TLDR: 1. Isolated lending pools: bad debts can be compartmentalized and isolated to

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

4 months

13 March will be the most important date for @ethereum since the Merge. TLDR: - It will undergo a hardfork to implement EIP-4844 (proto-danksharding) which brings huge +ve impact on L2s, as fees on L2s would then be 10x cheaper than it is today. - This will create a flywheel

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

[Curve vs Uniswap - recap] 3 separate 🧵s to elucidate why I think @CurveFinance stands a better chance than @Uniswap to be inevitable in DeFi and crypto in the future. No new arguments added so far, but in here you will get a more general picture for the debate! Here we go!

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

Can you imagine one day you can get rewarded to do trades/ swap token assets? @CurveFinance nailed it: traders are now charged with NEGATIVE FEES on LLAMMA! Curve has reversed the law of mechanics and GRAB more TRADING VOL via the grand scheme of launching $crvUSD 🧵🧵👇👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

2 years

🧵on $crvUSD @CurveFinance kickstart a new era of stablecoins with $crvUSD. What are the features? How does $crvUSD benefit $veCRV holders and affects $CVX holders on @ConvexFinance and users on @0xconcentrator and @0xC_lever ? Let's dive in and see how it affects Curve's business

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

Abracadabra is forcing @CurveFinance founder to repay in a very controversial way: I understand the protocol’s eagerness to protect its users, but in violation of contractual terms imprinted in smart contract coding, it is changing loan terms unilaterally Imagine banks change

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

#DictumExchange on @arbitrum has rugged users before 2023! 1. If you once grant permission to it, quickly use to remove any permissions granted!! 2. How to avoid being rugged? First, avoid interacting with new projects using PROXY CONTRACT Details 👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

A short recap about sell pressure of $ETH after Shanghai upgrade/ Capella: TLDR: - worst-case: sell pressure = ~3.4% $ETH daily trading volume, lasting for 5 days, assume all validators choose partial withdrawal (PW) and sell all $ETH reward at once (accumulated since 2020) 🧵👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

2 years

Important updates of @synthetix_io with huge ALPHA!!!! With almost 60% APR by staking $SNX, perhaps it is one of the better options to earn yield in the current market. What if I tell you there could be further upside in the next few months? 🧵👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

2 months

Tokenomics $EIGEN TLDR: - total supply 1.67B - 45% to community: 15% to each of stakedrops, community initiatives and ecosystem development, respectively - out of 15% stakedrops, 5% based on a snapshot on 15 Mar this year (90% immediately claimable) - 29.5% to investors - 25.5%

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

7 months

Regarding the debate about if @chainlink is just a price oracle, how many people overlook its partnership with SWIFT? TLDR: if CCIP could capture a modest market share of 0.5% of 16B tx from SWIFT at $5.87/tx (avg of $ETH, $AVAX, $OP & $POL), this could add $21.49 to $LINK

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

This 🧵is about 3 key issues in DeFi lending. If they are solved, it can unlock super huge upside of DeFi by attracting TRILLIONS of USD from institutions! They are: 1. interest rate isn't stochastic 2. utilization-based lending is inefficient 3. credit risk isn't composable 👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

7 months

A analytical 🧵 on market in crypto: First, how to confirm a bull market in crypto? Short answer: a huge base forming on the chart $ETH is forming a 18-month huge base tightening up on the right side. This is what I’m looking for: when it breaks out, it would be explosive. Why?

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

4 months

🌟 🌟 @CoWSwap just announced the first ever MEV-capturing AMM! Finally, there could be 1 AMM protecting LPs’ interest against MEV. 1 year ago I wrote a 🧵 of when it makes economic sense to be LPs for AMMs, and introduced LVR - the largest loss of LPs on AMMs that costs LPs

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

For @CurveFinance exploits, only pools that are with the older version AND touch native $ETH are affected, as native $ETH has a callback when it's transferred @fraxfinance ’s $frxETH/ETH pool isn’t affected, as it’s with a newer & fixed version of vyper. It is double-checked too.

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

Main issue in LSD: decentralization vs APR maximization By making validator set permissionless (vs whitelisting like @LidoFinance ), $ETH staked in the protocol may be idle and not fully utilized - eg $rETH APR always < $wstETH APR @fraxfinance 's $frxETH v2 solves it 🧵👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

$crvUSD is about to go 🚀 🚀 🚀 @CurveFinance is about to enter into a new era 🥸😎

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

Flatcoin is not a new thing… FYI @fraxfinance has already had a comparatively mature product $FPI available on @ethereum … Why suddenly due to @BuildOnBase does the concept of inflation-pegged stablecoin become sth new 😂😂😂 Like if you want me to write a 🧵 about $FPI :)

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

>100x by betting on $BUSD depeg I’m view of the regulatory incident? Here is how you can get the HUGE profits: 1. Go to @y2kfinance 2. Choose “Hedge Vault” 3. Choose $BUSD as the subject matter 4. Fill in how much you wanna bet

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

That's why @Uniswap v3 does not have the pricing power compared to @CurveFinance : at times of FUD/ extreme market condition, liquidity in Uni v3 pools will always be drained - just imagine you trade in a CEX whose software is always down in extreme market...

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

🔥Breaking🔥 @fraxfinance ’s FRAX v3 - oracle-less + more decentralized - will be out in ~30 days by @samkazemian With updates from other stablecoin projects at @stable_summit , this might mark another stablecoin era, the liquidity venue being still @CurveFinance as always!!

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

9 months

[Frax facilitates more efficient on-chain risk pricing via $sFRAX & $FXB] @fraxfinance is launching its v3 with 2 new important products: $sFRAX & $FXB. Both channel treasury yields to the crypto industry, but they are different: one can take $sFRAX as the 0 duration part of the

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

[⚠️warning⚠️] $eUSD holders and minters need to be very careful that @lybrafinanceLSD has made a fatal mistake causing its depeg as against USD!!! A 🧵👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

According to @samkazemian , @fraxfinance v3 will oracleless, “a totally different system and not rely on fiatcoins” including $USDC. Before we have more details, let’s recap Frax’s status quo: below is $FRAX balance sheet, much more complex but transparent than most CDP stables

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

[MakerDao earthquake!!!] A lot of @MakerDAO core contributors (~50%???) will leave on 30 Apr!!!! @diligentdeer and @LlamaRisk may have to re-assess risks $DAI may bring to @CurveFinance and 3pool… With imminence of $crvUSD launch, replacing $DAI with $crvUSD isn’t unlikely 🤔

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

10 months

[🤯 RWA default on @MakerDAO !!] After $1.5 M $DAI default on RWA-004 (private debt of Harbor Trade) in July, $1.84M of $DAI default on RWA-003 (private debt of ConsolFreight) is at risk… Thus I disagree with @MakerDAO ’s RWA to make it more like a commercial bank. @samkazemian

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

A🧵to explain the set up of this new $crvUSD/ $fFRAX pool in the midst of @CurveFinance ’s biggest potential crisis TLDR: the objective is to decrease CRV/FRAX lending pair utilization rate (UR) & interests charged on him by Fraxlend But why Fraxlend specifically? 👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

8 months

This 🧵is about what @CelestiaOrg actually does, in view of a voting launched by @DefiIgnas and @VitalikButerin 's recent article about @ethereum L2s To begin with, we need to know what data availability is. Data availability refers to the ability of nodes in the network to

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

2 years

The most comprehensive 🧵 about @binance FUD Here are the short summary about FUD against @cz_binance @heyibinance Disclaimer: always DYOR

B (Da Viking)

@100bviking

2 years

Is Binance insolvent? Four critical facts about the current #Binance FUD This 🧵looks at: 1. The Mazars FUD. 2. Claims of a Binance bank run/insolvency. 3. @CZ_Binance ’s $2.1 billion FTT statement on CNBC. 4. BUSD. These seem to be the major FUD angles. So what are the facts?

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

With 10K+ followers's support, now let me introduce you some GIGABRAINS & CHADS (both English & Chinese) you must follow for ALPHAs & HIDDEN GEMS! For Chinese, jump to [18-19] Make sure you don't skip any single one of them, or you miss a TRILLION dollar. Here we go!

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

$MAGIC holders need to read this: @Treasure_DAO ’s original vesting schedule (>1M tokens daily vesting linearly 26 Jan to 3 Mar) is replaced with one where all $MAGIC (30M+) will be unlocked on 25 Jan 2 more days for $40M potential sell pressure

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

🧵Royalties War Deep Dived - @blur_io vs @opensea 🧵 This is about how NFT marketplaces makes use of royalties as weapons against each other, and what implications/takeaway I get for DEX wars (i.e. @CurveFinance vs @Uniswap ) 👇👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

6 months

PayPal's PYUSD use in DeFi has gaining stronger presence by collaborating with @fraxfinance to grow the FRAXPYUSD pool on @CurveFinance together, now exceeding $135M to become the third-largest liquidity pool on the exchange. @fraxfinance $FXS is so under estimated.

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

Inconvenient truth: @CurveFinance ’s exploit is not due to its smart contract, but inherent defects in @vyperlang What’s the implication? If the same happens to @solidity_lang , how big is the impact on DeFi? It is the most pressing issue that hampers the growth of the industry.

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

8 months

If you wanna leverage long $ETH without paying the sky-high funding rate or interest rate, and you don’t wanna get liquidated as some other perp traders just did, what option do you have? Answer: @protocol_fx 🧵 👇🏻 There are 2 tokens: $fETH & $xETH. $fETH only absorbs 10% of

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

6 months

@DU09BTC Bro… why create FUD… in this article clearly the focus is on the third option which is about reducing the signatures per slot…

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

That’s why I don’t support RWA lending: without seamless legal enforcement across jurisdictions to recognize on-chain transactions as the conveyance of legal titles of underlying collateral from one to another, this is pointless Disagree with @MakerDAO ’s RWA direction

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

When we all think yield farming is something that’s the common sense, regulators think there are farmers out there and ask the Agriculture panel to discuss the Crypto Bill 🤣🤣🤣 Any memecoin for this 😂😂

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

7 months

This🧵is to explain how the web3 first principles can shape completely different business models in web3 vs web2. If you are buidlers or from web3 VCs, this would be helpful to you. 👇👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

As I said: “Recession is forthcoming: 1. Yield curve inversion of 2yr (3mth)/10yr has always been followed by a recession, no exception 2. Historically there has never been a time where recession did not occur for CPI >5% to come down” SVB is likely to be the start of recession

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

1. >$6.8M is estimated to be sandwiched as retailers trade $PEPE on the @Uniswap v2 pool!! Why is MEV so rampant when trading shitcoins? Reason: MEV cost is cheap when sandwiching trades of shitcoins, due to (i) low liquidity depth of shitcoins & (ii) low capital efficiency of

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

2 months

Conservative initial price of $EIGEN = ~$18 Max initial float = ~5% of 1.67B (should be less than that due to non-transferability) Assume its market cap is comparable to $TIA, say $1.5B (conservative, could be much higher due to premium of new coins) FDV = $30B Price = ~$18

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

Every FUD in stablecoin turns into huge volume on @CurveFinance ... $1.2B one day 🤑🤑🤑🤑🤑🤑

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

6 months

When a security audit firm’s social media account security has been compromised… 🤡🤡

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

4 months

I don’t know if the fee proposal by @UniswapFND will get passed, but @Uniswap just sold into strength to reap great profits It’s interesting when someone blamed @CurveFinance ’s founder @newmichwill for taking his own risks of loaning against $CRV, while turning a blind eye on

Lookonchain

@lookonchain

4 months

A #Uniswap Team/Investor/Advisor wallet sold 90,000 $UNI for 1.03M $USDC at $11.48 after the price of $UNI increased. The wallet received 5.44M $UNI($62.46M currently) and currently holds 926K $UNI($10.63M).

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

2 years

A short 🧵 to explain the flywheel of liquid staking services provided by @fraxfinance - why it generates more yields than other liquid staking providers:

Shiva

@ShivanshuMadan

2 years

What a beautiful, beautiful chart ETH staking on @fraxfinance is still yielding an 8.80% APR! For comparison, as of this tweet: stETH on Lido -> 4.8% APR rETH on Rocketpool -> 4.14% APR

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

2 years

[Risk management 101] 2022 is the Black Swan Year for crypto industry. To survive, we need to know - HOW TO AVOID GETTING REKT Here comes the concept of Ergodicity, which explains why LTCM, Lehman Brothers, FTX, LUNA, 3AC...all fell for almost impossible risks 🧵👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

2 years

How to earn ~40% real yield in a bear market without exposure to the market direction? Ans: delta-neutral strategy built upon @GMX_IO - @rage_trade !! 🧵👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

A step forward before @fraxfinance has access to Fed Master Account & Fed deposit rate, its ambition of expanding to the only risk-free RWA strategy has been gradually exposed by the most recent proposal by @samkazemian And the market is so efficient that $FXS is pumped so hard

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

Compared to gambling on memecoins, I rather focus on the fundamentals and stay with projects which will scale much bigger in the next bull run Long-term thinking is important to ride the marker

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

6 months

[11 Deadly Trading Mistakes and How to Avoid Them] Recently most tokens are soaring and the FOMO sentiment is long missed. Yet, trading tactics are the key to garner and protect profits in bull run. Here are 11 mistakes most people will make, and see which affect your PnL most!

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

The @jump_ ’s collusion with @MakerDAO regarding the 120k $ETH from the hacker explains why I support @fraxfinance regarding its decentralization and regulatory resistance @samkazemian @CryptoGrills @SalomonCrypto @DeFiDave22 @0xkapital_k @fraxbull1

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

2 years

The only possible way that can SAVE YOUR ASSETS/ CAPITAL in #FTX from insolvency! Please share and tag whoever you know get their assets trapped in FTX! 🧵👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

To make profit from @Uniswap v3 after $ETH pumps- When $ETH pumps from 1550 to 1650, single siding $USDC in a ETH/USDC pool from ~1555-1645 & pick up fees on pullbacks, for eg You in effect sell $ETH put options: bottom-fish $ETH while earning tx fees just as option premium

DeFi Devin 👽

@0xDeFiDevin

1 year

The Trojan Horse of DeFi (Part 1): @Uniswap is an Options Market disguising itself as a DEX A deep dive into the mechanics of Automated Market Makers (AMMs) and the similarity to the dynamic hedging strategies of TradFi MMs 🧵👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

3 months

An interesting confrontation suddenly: @StaniKulechov & @lemiscate from @aave vs @RuneKek from @MakerDAO due to @ethena_labs TLDR: @MakerDAO deployed $100m $DAI to sUSDe/DAI & USDe/DAI on @MorphoLabs via @sparkdotfi 's $DAI MetaMorpho Vault. As a matter of risk mitigation, @aave

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

An interesting suggestion from @gabavineb to @CurveFinance hacker: - leverage long $CRV - return 90% hacked amount to become the white hat - avoid being imprisoned and walk free

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

In view of recent regulatory concerns about stablecoins being classified as security, I’ll be writing a 🧵 about why stablecoins of @fraxfinance & @CurveFinance are regulatory-resistant Stay tuned!

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 month

One simple way to profit from $ETH etf approval: Go to @CurveFinance , collateralize $ETH using $crvUSD and loop to say 3-4x while keeping number of bands large enough to withstand intra-day volatility Then you can enjoy the rally without worrying much about liquidation

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

My take right now: stress test of $crvUSD The peg is still very tight

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

4 months

The validator performance of @fraxfinance explains its sfrxETH’s unparalleled staking yield compared to other competitors. The main reason why validators miss their slots is because they don’t show up (=are offline) and are not reorged significantly more often than other

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

[Update of LSD competition landscape] $frxETH base pool is proposed to be added to gauges on @CurveFinance to promote @fraxfinance FIP-182 WETHR - an incentive program to make $frxETH an alternative to $wETH after Shanghai Upgrade Implication?

frxETH WETHR Gauges+Proposal

Summary: Authorize gauge proposals for inaugural frxETH pairs that are part of Frax Finance’s WETHR program. 1st cohort of frxETH WETHR pools frxETHstETH (stableswap) frxETHrETH (v2) frxETHsETH...

gov.curve.fi

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

2 months

The $crvUSD design is the absolutely perfect for those who’d like to get the leveraged exposure to $BTC, via looping $btcUSD, especially during the bull market. Here comes @LambdaFinance and I’m very bullish on its clear goal of accelerate $BTC capitalization. TLDR: 1. Compared

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

2 years

After #TheMerge , most focus on $ETH's potential deflationary impact, or ESG, but very few spot out the issue of MEV after #TheMerge ! In this 🧵you will know more about: 1. complete paradigm shift of MEV 2. Why @foldfinance has been rising ~8x within 2 months!

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

As per comments, few people know how $crvUSD ‘soft liquidation’ works: instead of one-off hard liquidation, when it’s triggered, collateral split in N bands (price range) on LLAMMA (a type of AMM) will be available for traders/bots to trade. Traders/bots are incentivized to do

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

As @Uniswap is going to be a giant singleton contract in its v4 instead of multiple isolated pools which save @CurveFinance TVL , can you imagine if there’s only one bug in the v4 smart contract that could potentially cause billions of dollars to be drained… 🤯

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

6 months

[Chainlink - securitization 2.0] “ETFs are step 1... step 2 is going to be the tokenization of every financial asset”—Larry Fink, @BlackRock CEO on @CNBC @chainlink is the key player, helping TRILLIONS of dollars to flow into crypto and at least making BILLIONS itself 👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

Uniswap X is pushing intent implementation further (PS intents allow users to delegate assets to third parties under specific parameters, in return for better execution quality), but it's worrying how trust assumptions upon which it’s built are left users, which could just be

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

2 years

How @newmichwill could potentially maximise the interest of @CurveFinance with $crvUSD as the first ever stablecoin launched by a stableswap! Here you will know more about the huge upside of $CRV, from the #RealYield prospect: 🧵👇

crv.mktcap.eth

@CurveCap

2 years

Sept. 6, 2022: curve-stablecoin.js 🦙💵 Six things we can infer about $crvUSD from the newly public @CurveFinance repo 🧵👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

Simpson has once again managed to be a prophet 🧐

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

[Uni v4 highlights] New features on @Uniswap include Hooks, Singleton & Flash Accounting and Native ETH. TLDR: the most notable innovation is to delegate to devs the power to innovate on Uni pools Impact: higher customisability + further gas optimization Details 👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

During @CurveFinance unprecedented FUD by people like @napgener (their tweets are zero-knowledge proof of their huge $CRV short position), $crvUSD has demonstrated tight peg and resilience all the way through the stress test, impressive

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

7 months

Have been reading through bullish tweets about @Blast_L2 Imo it’s okay to be a speculative play, but not my conviction bet. Here’s why:

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

TLDR of the new $crvUSD/ $fFRAX pool: incentive-compatible because - $fFRAX holders can exit here without queuing on Fraxlend to get back $FRAX there and keeping utilization rate (UR) & interest at a sky-high level - people willing to take risks can be LPs by depositing new

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

5 months

Client diversity in Ethereum is a hot issue. Validators with >2/3 stakes use the same client could cause a massive slashing event, very disastrous for the eco. Validators now with 78% stakes using Geth could cause 67% of total staked $ETH SLASHED due to inactivity leak!!! 🧵👇👇

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

6 months

@DU09BTC One common mistake people keep making is they try so hard to get the absolute top, which in fact ultimately leads to much less profit taken due to the huge and abrupt drop from the high

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

5 months

It gives me some feeling that with more liquid staking and restaking projects in place, there could be some accidental slashing that become some sort of black swan in the space… 🤔

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

Why does @CurveFinance have the pricing power that @Uniswap v3 does not have? From 13th-16th, the amount of $USDT Curve received is comparable to that of the largest CEX in the industry! Source: @marcov_91

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

For those who are thrilled at the updates about @Uniswap X, have you ever heard of @CoWSwap & @1inch ? Together with Uni v4, I really think the team is struggling very very hard to innovate ...

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

Q: why are you called a ‘cheetah’? ANS: like a cheetah waiting in the bush for the right set of circumstances (a wounded antelope upwind) to pounce on, as a trader or market participant, you must develop the sit-out power: the ability to wait patiently for the right set of

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

If you own only $OP, your asset value will decrease 0.99% every single day… that’s insane

Jack Niewold 🫡

@JackNiewold

1 year

According to @Token_Unlocks , Optimism is inflating at a ridiculous 1.1% PER DAY Doesn't look good for the token, especially considering that liquidity depth on CEXes AND DEXes is miniscule--a couple million of selling could easily dump price a few percent.

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

11 months

Hey @sreeramkannan @eigenlayer ! With the assessment of @fraxfinance ’s sfrxETH () and the fact that it’s decentralized with the highest APR, perhaps you can consider putting it as an option for restaking! @samkazemian @DeFiDave22 @travismo123 @CryptoGrills

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DeFi Cheetah 🐆 ¤ 🦙🦇🔊

@DeFi_Cheetah

1 year

TLDR: @synthetix_io v3 aspires to be the on-chain cross-chain API, allowing us to move assets from one chain to another with 0 slippage via atomic swap Will deep dive into it… stay tuned 🙌🏻

Synthetix ⚔️

@synthetix_io

1 year

What is Synthetix V3, and why is it important? V3 will completely overhaul Synthetix to become a liquidity layer that powers the next generation of on-chain derivatives and financial products. Learn about Synthetix V3 through a 🧵 & blog post 👇 1/28

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