Market Review:
Bitcoin (BTC) approaches previous high of 123k, Ethereum (ETH) new high of 4.4k, market sentiment is warming.
Key focus projects
1. Plasma public offering
Off-market price: 0.3+ (whale trading)
24h off-market trading volume: 400k+
Expected yield: ~30%
Plan: Hope to go live as soon as possible in September, securing profits.
2. Binance USDC current wealth management + revolving loan arbitrage
Current wealth management:
Annualized 11.5%, single account limit 100k USDC.
Revolving loan strategy (annualized 27.3%):
Deposit 100k USDC into wealth management (can be used as collateral).
Pledged loan of 77,990 USDT (interest rate 7.11%), sold for USDC and withdrawn.
Actual occupied funds: 100k - 77,990 = 22,010 USDC
Net profit calculation:
Wealth management yield: 11.5% × 100,000 = 11,550 USDC
Borrowing cost: 7.11% × 77,990 ≈ 5,545 USDC
Net profit: 11,550 - 5,545 = 6,005 USDC
Annualized yield: 6,005 / 22,010 ≈ 27.3%
3. Backpack Lending & Points Mining
USDC Lending:
Basic annualized ~8% (floating) + points mining, expected comprehensive annualized 10%+.
Revolving strategy (annualized 20%+):
Deposit USDC (8%) → Borrow SOL (interest rate 2.5%) → Deposit SOL (annualized 5.3%) → Lend USDC.
Adding point earnings (assuming 0.2u/point), comprehensive annualized can reach 20%+.
Risk Warning: Need to monitor price fluctuations, control margin rate.
4. RGB test coin minting
Participation logic:
On-chain fair launch, with higher background and thresholds.
Off-market price 10u+, on-chain cost 5-6u, there is arbitrage space.
Current issue: XMF has delayed due to witch robot checks, popularity has decreased, off-market price has dropped.
5. Kaito New Listing (The Original & Billion)
Billion situation:
Financing 30m, token sales 100 million, originally planned for Q3 token issuance.
Reason for Abandonment: DC stated that the tokens will only be issued in December, the cycle is too long, chose to give up.
Summary
Current strategy focuses on stable arbitrage (Binance wealth management, Backpack lending), while also paying attention to short-term opportunities in projects like Plasma, RGB, and being cautious with long-cycle new listings (like Kaito).#机构疯抢以太坊 $ETH