2Lambroz.eth 🐑How to improve your crypto yield farming skill 100x
ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/how-to-improve-your-crypto-yieldHow to improve your crypto yield farming skill 100xhow i farm & the tools i useIn this threadTypes of yield & farms⭐Thinking frameworkApply 🐑farmer framework to an exampleUnderstanding yield farm is a form tradingReply 🐑 for extend farming threadImageCore types of yield🔹Trading Liquidity Providing (uniswap v2v3, curve, balancer, GLP) 🔹Lending yield (...
2Lambroz.eth 🐑Story, Advise, Alpha from the Bizyugo
Story, Advise, Alpha from the Bizyugo 2nd on Debank🔥, 2nd on DegenScore🔥Twitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://linktr.ee/2lambrozIn this interview📍How the man started & grinded his way up 📍His advise on crypto & trading 📍Most magical & Rekt experience of in his crypto life 📍HIS ALPHA to community1) Can you do a short introduction about yourself?From Bizyugo Prior to dwelling in the crypto space, I was just a random NPC. I used to work as a waiter...
2Lambroz.eth 🐑#41 Eulerfinance
Twitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens#41 @eulerfinanceEuler a hidden growing lending market gem going to all chains?📍In this threadEuler TLDRWhat & How does Euler worksProtocol metricsEuler’s moves🐑Lambroz speculation & summary📍Eular TLDREuler is a noval lending protocol that allow borrowing of alt-coins safely with new innovation in lending pool by tiers, dutch-auction style liquidation and new interest rate model.📍What & How does Euler worksIntro to len...
5 thread a week on Crypto, DeFi, Stories on Crypto natives 🐑 Searching for crypto frens to live thru bear market twitter @2lambro
2Lambroz.eth 🐑How to improve your crypto yield farming skill 100x
ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/how-to-improve-your-crypto-yieldHow to improve your crypto yield farming skill 100xhow i farm & the tools i useIn this threadTypes of yield & farms⭐Thinking frameworkApply 🐑farmer framework to an exampleUnderstanding yield farm is a form tradingReply 🐑 for extend farming threadImageCore types of yield🔹Trading Liquidity Providing (uniswap v2v3, curve, balancer, GLP) 🔹Lending yield (...
2Lambroz.eth 🐑Story, Advise, Alpha from the Bizyugo
Story, Advise, Alpha from the Bizyugo 2nd on Debank🔥, 2nd on DegenScore🔥Twitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://linktr.ee/2lambrozIn this interview📍How the man started & grinded his way up 📍His advise on crypto & trading 📍Most magical & Rekt experience of in his crypto life 📍HIS ALPHA to community1) Can you do a short introduction about yourself?From Bizyugo Prior to dwelling in the crypto space, I was just a random NPC. I used to work as a waiter...
2Lambroz.eth 🐑#41 Eulerfinance
Twitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens#41 @eulerfinanceEuler a hidden growing lending market gem going to all chains?📍In this threadEuler TLDRWhat & How does Euler worksProtocol metricsEuler’s moves🐑Lambroz speculation & summary📍Eular TLDREuler is a noval lending protocol that allow borrowing of alt-coins safely with new innovation in lending pool by tiers, dutch-auction style liquidation and new interest rate model.📍What & How does Euler worksIntro to len...
5 thread a week on Crypto, DeFi, Stories on Crypto natives 🐑 Searching for crypto frens to live thru bear market twitter @2lambro
Share Dialog
Share Dialog
Subscribe to 2Lambroz.eth 🐑
Subscribe to 2Lambroz.eth 🐑
<100 subscribers
<100 subscribers
Twitter : 2lambro
Substack : 2lambroz.substack.com
lens : 2lambroz.lens
https://2lambroz.substack.com/p/26-smileefinance-decentralized-volatility
In the thread
TLDR
What is Smilee finance
How does it work
What does it enable
Opportunity & Challenges
Summary & how I would play it
Smile financee allow users to speculate on volatility within a time frame on top of liquidity providers (1st product).
Users are trading on the potential implement loss or implement gain on the LP pair
They have just released their white paper
Let’s not focus on the maths and formulas if it confuses u
Trust me bro on this
✅Providing Liquidity (uniswapv2) is shorting volatility
✅In high volatile market you get implement loss
You can’t long volatility right now & hedging your IL, and smilee wants to provide a solution to that.
It creates a market between “Liquidity provider” and ‘ppl who want to long volatility”
“Ppl who want to long volatility” will pay a premium to “Liquidity provider” to speculate the implement loss.
Liquidity provider can earn extra yield if implement loss is low ( low volatility )
“Ppl who want to long volatility” will earn IL
Essentially it creates a casino for for people to pick “long volatility” or “short volatility”
📍Now that you understand the core of smilee lets go into more details
Each “volatility market” is a “vault” with a LP pair, Strategy and time frame.
E.g.
USDC-ETH vault, Delta Neutral Strategy and 14-18 Dec.
There will be an auction period where users deposit “Real Yield (LP short volatility)” or “impermanent Gain ( low volatility)”, payout will be based on the long short ratio.
“Real Yield (LP short volatility)” will earn additional yield based on volume of “impermanent Gain ( low volatility)”
“impermanent Gain ( low volatility)” will earn the IL.
This enable users to trade, hedge and speculate on volatility on LP pairs, might be the first of something
Additional yield for people who are providing liquidity anyways. (added time frame element tho)
The same model can be apply on a lot of different LP strategy, might be a new page for vault/ leverage yield farm protocols
New is always interesting
LP & IL is a complicated topic, can the UIUX display risk & return of IL to traders speculating on “impermanent gain”?
Even tho LP is earning extra yield, will there be an extreme one sided long/shot volatility balance, making the pay out not attractive?
I like smilee, their products enable a new field of speculation, their discord fomo and attracting threadoors, kol like @BarryFried1 is good.
It will be interesting to see what strategy you can long/short volatility on, a leverage LP position with leveraged IL will be fun. I can’t wait to see how the market will take this.
🐏Free ride @defi_mochi future dashboard to:
🐏Check out potential LP position that might end up +EV with additional yield from implement gain to deploy
🐏Try to work out potential IL to see is it worth to long volatility
🐏Key dates, if they launch before shanghai update will be very very interesting as it’s likely to be high volatility. My degen sense is tingling
Thanks for reading guys!
Twitter : 2lambro
Substack : 2lambroz.substack.com
lens : 2lambroz.lens
https://2lambroz.substack.com/p/26-smileefinance-decentralized-volatility
In the thread
TLDR
What is Smilee finance
How does it work
What does it enable
Opportunity & Challenges
Summary & how I would play it
Smile financee allow users to speculate on volatility within a time frame on top of liquidity providers (1st product).
Users are trading on the potential implement loss or implement gain on the LP pair
They have just released their white paper
Let’s not focus on the maths and formulas if it confuses u
Trust me bro on this
✅Providing Liquidity (uniswapv2) is shorting volatility
✅In high volatile market you get implement loss
You can’t long volatility right now & hedging your IL, and smilee wants to provide a solution to that.
It creates a market between “Liquidity provider” and ‘ppl who want to long volatility”
“Ppl who want to long volatility” will pay a premium to “Liquidity provider” to speculate the implement loss.
Liquidity provider can earn extra yield if implement loss is low ( low volatility )
“Ppl who want to long volatility” will earn IL
Essentially it creates a casino for for people to pick “long volatility” or “short volatility”
📍Now that you understand the core of smilee lets go into more details
Each “volatility market” is a “vault” with a LP pair, Strategy and time frame.
E.g.
USDC-ETH vault, Delta Neutral Strategy and 14-18 Dec.
There will be an auction period where users deposit “Real Yield (LP short volatility)” or “impermanent Gain ( low volatility)”, payout will be based on the long short ratio.
“Real Yield (LP short volatility)” will earn additional yield based on volume of “impermanent Gain ( low volatility)”
“impermanent Gain ( low volatility)” will earn the IL.
This enable users to trade, hedge and speculate on volatility on LP pairs, might be the first of something
Additional yield for people who are providing liquidity anyways. (added time frame element tho)
The same model can be apply on a lot of different LP strategy, might be a new page for vault/ leverage yield farm protocols
New is always interesting
LP & IL is a complicated topic, can the UIUX display risk & return of IL to traders speculating on “impermanent gain”?
Even tho LP is earning extra yield, will there be an extreme one sided long/shot volatility balance, making the pay out not attractive?
I like smilee, their products enable a new field of speculation, their discord fomo and attracting threadoors, kol like @BarryFried1 is good.
It will be interesting to see what strategy you can long/short volatility on, a leverage LP position with leveraged IL will be fun. I can’t wait to see how the market will take this.
🐏Free ride @defi_mochi future dashboard to:
🐏Check out potential LP position that might end up +EV with additional yield from implement gain to deploy
🐏Try to work out potential IL to see is it worth to long volatility
🐏Key dates, if they launch before shanghai update will be very very interesting as it’s likely to be high volatility. My degen sense is tingling
Thanks for reading guys!
No activity yet