Home
Notification
Profile
Trending Articles
News
Bookmarked and Liked
History
Creator Center
Settings
cmdefi
--
Follow
I found that some deposits of BTCFi are really quite high, but they have no presence in the market at all. Who is depositing, is it an information cocoon?
#BTC
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content.
See T&Cs.
BTC
105,540.8
-0.17%
0
0
Explore the latest crypto news
⚡️ Be a part of the latests discussions in crypto
💬 Interact with your favorite creators
👍 Enjoy content that interests you
Email / Phone number
Sign Up
Login
Relevant Creator
cmdefi
@cmdefi-1
Follow
Explore More From Creator
让AI帮人去DeFi挖矿,这个赛道我觉得现在还是太早了。 以目前的技术,识别收益最优的矿不是难题,但AI是否能更好的识别智能合约风险,要打个问号。 长期来看这个赛道是趋势,但什么时候能行呢?我觉得至少是AI能替代审计的那一天,这个赛道才会迎来春天,否则造概念和噱头居多。
--
Aave Umbrella 新质押模块上线了,目前的收益还可以,但需要考虑TVL的增长。每个Pool设置了目标APR,就是当TVL达到预估目标时模拟的收益,当前USDC的目标收益参考值在8%左右。 总收益 = Aave Yield+Umbrella rewards 这部分Umbrella rewards是利息以外的Yield,来自协议收入的一部分。
--
算一下 Spark Points 的账: 目前不确定的是会给Points活动分多少 $SPK 现在已知的数据有: - Pre-Farming 1: 130M - Pre-Farming 2: 14.48M/月,~174M - Aave: 7.24M/月,~87M 已知的分配有 130+174+87= 391M 已知的第一年分配总额是 1.63B 那么剩下未知的是 1630-391=1239M 拆解分析一下: 剩下12亿多,其实量挺大的,远超过了之前Pre-Farming挖矿的,问题在于如何在Pre-Farming和Points之间平衡,毕竟之前真金白银存钱的人存了1-2年,如果大比重都给了Points,估计会被骂,但如果给Points太少了估计很多人会失望,因为能看到现在市场的预期挺高的,考验Spark精算师的时间到了。 (个人觉得,基本能确定的是这12亿不会都给Points,即使都给,后面也会出新的Points活动来稀释) 一场精算师之间的博弈。
--
DeFi项目,其实最好的宣传方式就是官方来分享收益和套利机会,在老玩家来看这种机会非常多且无人谈及,靠玩家去分享是不可能的,因为DeFi与trading的赚钱逻辑完全相反,trading大家愿意喊是需要互相抬轿子,而真正赚钱的挖矿/套利机会很少有人愿意讲出来,但对于项目方来说,这是最好的广告。
--
稳定币法案与DeFi关联性 ETH版本的微策略 感受到了市场活性在增强 最近一周对 DeFi 的思考 ( - /12)🧵
--
Latest News
Polymarket Predicts 26% Chance of U.S. Recession in 2025
--
Expansion of Cryptocurrency Treasury Holdings Among Public Companies
--
Nasdaq Seeks SEC Approval to Expand Crypto Index ETF
--
Bitcoin's Resilience Against Quantum Computing Threats Discussed by Michael Saylor
--
Ethereum(ETH) Drops Below 2,500 USDT with a 0.86% Decrease in 24 Hours
--
View More
Trending Articles
$BTTC ChatGPT You said:  The Future of BTTC (BitTorrent
NAVIL HASAN LEON
The Incredible Story Of How He Lost 99,000 Bitcoins Worth Over $10 Billion Today
CryptoMasterMindX
Trump Meets Ripple CEO – $XRP Surges on Breaking News
Farhan shamshad 408
Bitcoin Drops 100% from $103,000 to $0 on MEXC Exchange: Here’s What Happened
MeraniAlee
#TrumpVsMusk Trump warns Elon Musk over political donations
Airaas_Naeem
View More
Sitemap
Cookie Preferences
Platform T&Cs