Go2Mars: Leading Web3 investment firm guiding the transition from Web2 to Web3. We're shaping a global crypto ecosystem under DAO governance
Go2Mars CapitalBuying Azuki with 2 ETH? NFT Lending Market Insights from Blend Protocol
In Blur's tweet enticingly wrote, “If you have a Punk, you can now borrow up to 42 ETH within seconds. If you want an Azuki, you can now buy one with just 2 ETH up front.”Recently, the NFT trading market, Blur, announced a new NFT lending protocol——Blur Lending, also known as Blend, stirring up waves in the NFTfi market.Blur& ParadigmThe protocol was developed in collaboration with developers from investment company Paradigm, which focuses on the crypto/Web3 space, and is primarily aimed...
Go2Mars CapitalXIRTAM Ponzi Scheme: From Launch to Exit Scam Overnight
May 3,2023-While everyone was still enjoying the afterglow of the May 1st holiday, the night was not easy for many in the crypto community. In the late hours of the night, many investors didn't expect the recent KOL shouting of XIRTAM, the "metal dog", to plummet by 90%from its early morning launch on SushiSwap to $0.02 to $0.0018.XIRTAM, which was recently the subject of various KOL shouting orders, went from being listed on SushiSwap in the early hours of the morning to dropping from $...
Go2Mars CapitalBitcoin NFT? A Deep Dive into Ordinals Protocol and BRC-20.
On April 29th, 19.3579 million Bitcoins have been supplied, representing 92.18% of the total supply and accounting for 45.81% of the global market value, still holding half the territory in the cryptocurrency market. The recent emergence of BRC-20 has further increased discussions about Bitcoin within the community.Ordinals Protocol: A technology for creating and trading non-fungible tokens (NFTs) on the Bitcoin blockchain, which allows users to inscribe data on a Satoshi (the smallest unit o...
Go2Mars CapitalBuying Azuki with 2 ETH? NFT Lending Market Insights from Blend Protocol
In Blur's tweet enticingly wrote, “If you have a Punk, you can now borrow up to 42 ETH within seconds. If you want an Azuki, you can now buy one with just 2 ETH up front.”Recently, the NFT trading market, Blur, announced a new NFT lending protocol——Blur Lending, also known as Blend, stirring up waves in the NFTfi market.Blur& ParadigmThe protocol was developed in collaboration with developers from investment company Paradigm, which focuses on the crypto/Web3 space, and is primarily aimed...
Go2Mars CapitalXIRTAM Ponzi Scheme: From Launch to Exit Scam Overnight
May 3,2023-While everyone was still enjoying the afterglow of the May 1st holiday, the night was not easy for many in the crypto community. In the late hours of the night, many investors didn't expect the recent KOL shouting of XIRTAM, the "metal dog", to plummet by 90%from its early morning launch on SushiSwap to $0.02 to $0.0018.XIRTAM, which was recently the subject of various KOL shouting orders, went from being listed on SushiSwap in the early hours of the morning to dropping from $...
Go2Mars CapitalBitcoin NFT? A Deep Dive into Ordinals Protocol and BRC-20.
On April 29th, 19.3579 million Bitcoins have been supplied, representing 92.18% of the total supply and accounting for 45.81% of the global market value, still holding half the territory in the cryptocurrency market. The recent emergence of BRC-20 has further increased discussions about Bitcoin within the community.Ordinals Protocol: A technology for creating and trading non-fungible tokens (NFTs) on the Bitcoin blockchain, which allows users to inscribe data on a Satoshi (the smallest unit o...
Go2Mars: Leading Web3 investment firm guiding the transition from Web2 to Web3. We're shaping a global crypto ecosystem under DAO governance
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TVL最高达到$324m，相当于Optimism链上整体流动性的三分之一。作为Optimism链上的流动性中心，Velodrome如何破解Solidly Fork协议的螺旋下跌魔咒？我们能从它的成长过程中学到什么？Optimism基金会的激励计划在Velodrome的发展中起到了什么样的作用？在这个系列中，我们尝试回答这些问题。
在第一篇里，我们希望从Dex这个业务模式最底层开始，往上梳理出经济模型发展的轨迹，从流动性挖矿，到ve，ve(3,3)，再到ve(3,3)的成功与崩塌，最后进入optimisim链上流动性中心Velodrome。
通常我们在对DeFi模型进行分析时，需要抽象出各方参与者以及相关利益链条，这样才能更加直观的进行分析。在业务层面，系统中有Dex本身，LP，交易者，第三方协议、Dex提供平台，第三方协议在平台上开设交易池，LP为交易池提供流动性，交易者在交易池中进行交易。
在利益层面，则增加了Dex代币持有人这一利益方。Dex的利益在于交易手续费，这决定于流动性，流动性多，交易对深度大，交易滑点低，从而吸引交易，提高手续费收入；LP的利益在于提供流动性的收益，其动作决定了交易池深度，从而影响交易手续费；交易者的利益在于使用Dex进行交易时享受到更低的滑点，这直接决定了Dex的收入；第三方协议的利益在于为自己的代币交易对提供更深的流动性，为此愿意付出一定代价。将利益关系可视化，则如下图所示。
经济模型设计的第一性是设计一个“激励相容”的博弈机制，即在这个机制中，参与者按照其真实的利益和偏好来行动，而无需采取欺诈、作弊或不诚实的行为来追求更好的结果。这种博弈结构，能够使个人追求个人利益最大化的同时，集体也实现最大化效益。[1]
实例化到Dex场景下，那么就是满足Dex平台、LP、交易者、第三方协议以及Dex协议代币持有人利益的条件下进行博弈，来维持这个系统的健康性。这里Dex健康性最直观地体现在TVL即流动性的数量，因而Dex经济模型的设计主题围绕着流动性的吸引-留存来进行。
TVL最高达到$324m，相当于Optimism链上整体流动性的三分之一。作为Optimism链上的流动性中心，Velodrome如何破解Solidly Fork协议的螺旋下跌魔咒？我们能从它的成长过程中学到什么？Optimism基金会的激励计划在Velodrome的发展中起到了什么样的作用？在这个系列中，我们尝试回答这些问题。
在第一篇里，我们希望从Dex这个业务模式最底层开始，往上梳理出经济模型发展的轨迹，从流动性挖矿，到ve，ve(3,3)，再到ve(3,3)的成功与崩塌，最后进入optimisim链上流动性中心Velodrome。
通常我们在对DeFi模型进行分析时，需要抽象出各方参与者以及相关利益链条，这样才能更加直观的进行分析。在业务层面，系统中有Dex本身，LP，交易者，第三方协议、Dex提供平台，第三方协议在平台上开设交易池，LP为交易池提供流动性，交易者在交易池中进行交易。
在利益层面，则增加了Dex代币持有人这一利益方。Dex的利益在于交易手续费，这决定于流动性，流动性多，交易对深度大，交易滑点低，从而吸引交易，提高手续费收入；LP的利益在于提供流动性的收益，其动作决定了交易池深度，从而影响交易手续费；交易者的利益在于使用Dex进行交易时享受到更低的滑点，这直接决定了Dex的收入；第三方协议的利益在于为自己的代币交易对提供更深的流动性，为此愿意付出一定代价。将利益关系可视化，则如下图所示。
经济模型设计的第一性是设计一个“激励相容”的博弈机制，即在这个机制中，参与者按照其真实的利益和偏好来行动，而无需采取欺诈、作弊或不诚实的行为来追求更好的结果。这种博弈结构，能够使个人追求个人利益最大化的同时，集体也实现最大化效益。[1]
实例化到Dex场景下，那么就是满足Dex平台、LP、交易者、第三方协议以及Dex协议代币持有人利益的条件下进行博弈，来维持这个系统的健康性。这里Dex健康性最直观地体现在TVL即流动性的数量，因而Dex经济模型的设计主题围绕着流动性的吸引-留存来进行。
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