Solana 生态 -- DeFi

此文介绍Solana生态上的项目-- DeFi 相关

策略

  • 01 资费套利，做市

  • Francium 杠杆质押挖矿，SOL-USDT 100%, USDC-UST 15%

01 - Decentralized Derivatives Exchange

  • 需要翻墙才能交易

  • 日成交量100k~500k usd, 未平仓 300k usd

  • taker 手续费7%%, maker 手续费0

  • gas fee 0.000005 sol ==> 0.0005 USD，可忽略不计

  • 可开杠杆，资金费率高，价差比较大

  • 做市 ==> spread 千1，单次成交赚万5，如果能做到成交量20%，日利润10~50 usd

  • 资费套利 ==> 去其他中心化交易所合约对冲SOL，年化

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https://01.xyz/

怎么做funding rate arbitrage -- TypeScript Arbitrage Bot examples for 01

https://github.com/01protocol/zo-arb

SQUOL ==> squared sol ==> power perpetual on 01.XYZ

Francium

  • Decentralized yield strategy aggregator built on Solana.

  • Leveraged Yield Farming 杠杆质押挖矿

    • 不同borrow assets to performance 的 影响

      • 比如 SOL-USDC LP，3X杠杆

      • 借SOL还SOL，有short SOL的 exposure，SOL下降赚钱

      • 借USDC还USDC，有long SOL的exposure, SOL 上升赚钱

  • Pseudo-Delta Neutral Hedging Strategy ==> 对冲市场中性策略

USDC Profits on 1x/2x/3x Margin VS Tradition 1x
USDC Profits on 1x/2x/3x Margin VS Tradition 1x
Token A 1x/2x/3x Margin Profit, with USDC as Principal
Token A 1x/2x/3x Margin Profit, with USDC as Principal
Token A 1x/2x/3x Margin Profit, with Token A as Principal
Token A 1x/2x/3x Margin Profit, with Token A as Principal
Pseudo-Delta Neutral Hedging Strategy
Pseudo-Delta Neutral Hedging Strategy
Performance -- Pseudo-Delta Neutral Hedging Strategy
Performance -- Pseudo-Delta Neutral Hedging Strategy
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https://francium-defi.medium.com/francium-explained-what-is-leveraged-yield-farming-lyf-5a203a0d649

https://francium.io/app/calculator

Serum

  • 去中心化基于订单簿的交易引擎

https://projectserum.medium.com/an-ultimate-vision-for-serum-473a16e77201

Solend

  • 质押借贷，返代币

https://solend.fi/dashboard