beliETH-ing | poopmandefi on Binance Square

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Pretty sure everyone is just trying to max abstract from @stayloudio and all the flywheel thesis will vanish after the TGE lol.

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Feels good to grind again after a long break from research. We will start with Fat App Thesis. Then new generation defi, new asset class, new ecosystem etc. Poopman is back.

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Fee war is hurting stableswap. As competition for order flow intensifies, dexs are lowering the fee to capture more volume. However, this also attract a ton of toxic swaps (MEV) because the exeuction costs drop (Fee compression). In the past 6 months, stableswap's share of sandwich attacks over all pair has been rising drastically (Up to 54% this month and it's on ETH). 61% and 80% of stableswap volume on Maverick and Uni v4 are affected by toxic swap (MEV) when the pair is running in an ultra low fee environment, 0.001%. One possible solution might be dynamic fee (E.g., @0xfluid) which is surprisingly good at stopping toxic flow (4.7% vs Uni v4 80%) Because when the peg moves away from 1, fees increase and leaving less room for price exploit. Another solution comes from @BarterDeFi, switching from constant product (X*Y=K) to constant sum (X+Y =K ? ) to eliminate toxic flow while giving good yields. https://t.co/Lu4AcH11pa As more stablecoin coming into blockchain, the toxic swap is a problem that all stableswap (Especially ETH) have to think about. Incentive only works for short but not for long term. Good rate for swapper + Good yield for LP is how we keep the whale to go de-bank and swap on-chain. * Credit @BarterDeFi and it's dashboard. If i have misread anything please let me know in the comment .

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Asked a friend (don’t know much abt crypto) about the best RWA token he could think of. Instead of $syrup , $pendle , he tells me he thinks $collat , $KTA are the best. I realised we are literally living in a different world and prob the reason why our bags are not pumping.

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Shocked by how fast stablecoin adoption is growing in Europe, and how sharply it’s dropping in Asia. > Europe is doing 5.3M onchain stablecoin transactions per month, 2.7x higher than last year's average after gaining regulatory certainty with MiCAR. > Asia onchain stable adoption has been slipping , dropping from 2.7M to 1.7M , a 0.6x despite stablecoin TVL is hitting ATH. The drop might be actually caused by China’s strict crypto ban, or maybe the Asian community simply prefers doing inter-transactions on CEXs. This also explain how important regulatory clarity is for stablecoins, not just to protect holders, but also to build "trust" and bring more assets on-chain. Expect the GENIUS Act to drive 2–3x growth in NA stablecoin adoption over the next 12 months. Stablecoin to $2T is inevitable.

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