Separating the discussion of products and tokens is an important premise in the mixed currency circle.
A good product does not necessarily yield a good token, and a good token does not necessarily have a good price; similarly, a bad price does not mean the product is bad.
Many times, equating product = token = price is the source of concern for many people.
At this point, I must admit that I have never really understood any of Ethereum's upgrades, 'increasing validator balance limits'; 'dynamically adjusting Blob capacity'; 'Blob expansion'...
I really don't understand the differences here, but some people are really into this.
I can easily find similar news in any update, chain abstraction, Delta neutrality, DeSci, AI agents... these are things I've never understood either.
At this moment, I don't mind saying these things: my understanding is very limited.
In the past, pretending to learn more led to becoming a hollow person; now I want to embrace the simplest things.
The annualized yield for mining op with sUSD stored in infinex is between 7% and 8%, depending on the price of op, which is not very cost-effective.
sUSD is currently hovering between 0.96 and 0.98, not suitable for low-risk preference users, but suitable for medium to high-risk preference users. The main profit/loss still comes from the rise/fall of sUSD, while op rewards are a minor benefit.
According to defillama data, the TVL of ink chain is currently only 7.13 million US dollars, which is very low. Link: https://t.co/Nb4VyV821h
Low TVL means a small denominator. If ink chain starts after aave's token incentive, it may get super high returns in the short term. The activity has not yet started.
Now go to velodrome to add USDC.e-USDT0 LP and analyze
1: According to defillama data, ink chain transaction volume and handling fees are very low, which means that the handling fees are also low. Figure 1, Figure 2
2: If you add LP now, you can grab a leading position in advance before the big funds come in, and there may be more retroactive ink airdrops. Figure 3
3: The opportunity cost of USDC.e-USDT0 LP is the stablecoin income of other chains and other pools.
4: Superbridge supports USDC and USDT cross-chain to ink chain
Kraken's ink chain foundation announced the launch of the ink token, ink chain is a super chain based on OP.
According to the foundation article 1: The total amount of ink is 1 billion, a non-governance token. 2: In order to reward early use, INK tokens will be distributed to participants in the liquidity protocol through airdrops. The Ink Foundation will adopt industry best practices to prevent witch attacks to limit airdrop mining and maximize the fairness of distribution. 3: The first token incentive will cooperate with aave
ink related dapps
1: Cross-chain bridge: https://t.co/MftHcZA5j3 2: Decentralized exchange: https://t.co/hF4v7m9t3m Trade ink chain tokens, or add ink chain's eth-usdc.e liquidity (with or without impermanent loss) 3: aave does not support ink for the time being, wait for follow-up.
If you don't understand, just ask. This UNI V4 pool has added HOOK, and the current real-time annualized yield is quite high. What kind of magic is this?
Pool link: https://app.uniswap.org/explore/pools/unichain/0x410723c1949069324d0f6013dba28829c4a0562f7c81d0f7cb79ded668691e1f
In the future, if I say 'optimistic', I will specifically mention the product's data, features, my personal experience, etc., and I will discuss it separately from its tokens. I will provide more risk warnings and statements about my personal cognitive limitations.
If you have Infinex NFT in your Infinex account, you can apply to join @kaiynne's echo group. When applying to join, provide your Infinex account name.
Link: https://app.echo.xyz/groups/patrons
Extended reading: Echo launches new feature Sonar, can it create a "compliant ICO" market? https://www.techflowpost.com/article/detail_25945.html
1: Most of the time, you should lie still like a lizard, patiently waiting for opportunities to arise;
2: Lying still and waiting is an important part of investing;
3: Lying still and waiting is not doing nothing, but rather doing a lot of work; the effort is outside the poetry;
4: Identifying real opportunities is very difficult, but when the signals of opportunity come, you must have the courage to strike hard; there are often huge opportunities in crises.
5: Someone who carefully dissects a sparrow may catch some opportunities;
6: People who frequently trade in and out, chase MEME stocks, and invest in '土狗' (Tudou) will sooner or later be filtered out by the market;
7: People who often interpret market trends, analyze projects, and produce content are not good at investing;
8: Do not act when feeling wobbly; actions taken with an unstable center of gravity will be punished.