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RDNT will be launched in the Binance Innovation Zone in one hour. Let’s introduce the new project from four aspects. How to break the liquidity gap? How to control pricing power? What about the flywheel effect? How to rely on ARB to fully capture the dividends during the explosive period of L2 asset interaction?

①Project introduction

RDNT is a full-chain money market focusing on lending. Launched in July 2022, Radiant is a native lending market project on Arbitrum. It is based on LayerZero's underlying cross-chain protocol and improves the efficiency of DeFi asset utilization through full-chain and cross-chain lending. Currently, RDNT is the absolute leader in Arbitrum lending, and many OGs regard it as AAVE's most powerful competitor.

As a signal to escape from the top in the bull market

In the middle and late stages of the bull market, the sharp decline in Bitcoin's market value share meant that funds spilled over to Ethereum and altcoins. At this time, the cryptocurrency market fell into extreme optimism. After the funds were gradually exhausted in the rotation of altcoins, Bitcoin's market value share Also falling sharply is often a red flag.

For example, after the market value share continued to decline at the end of 2017 and April 2021, the price collapse also followed. The high price and low share at the end of 2021 also means that the market is unsustainable.

As an entry signal in a bear market

1. Everything happens for a reason

1. Riding on the trend of technology shareholders, thunder has begun to appear

As the 16th largest bank in the United States, SVB's main business is to absorb deposits at a low interest rate of 0.25%. Its customers are concentrated in high-tech start-up companies. During the technology investment boom in 2021, its customer deposits surged from US$102 billion to US$189 billion. There are also huge risks behind the single deposit structure.

#crypto2023 #BTC #ETH #Binance #Web3

2. Wrong decision to increase leverage and destroy liquidity

SVB took advantage of the dividends from technology stocks to absorb a large number of deposits from Internet companies. In order to increase the bank's revenue, it purchased a total of 80 billion in fixed-income financial products, with an average interest rate of 1.63%. Most of them were securitized housing mortgage loans with a term of more than ten years. (MBS). This strategy is equivalent to locking half of its assets in investments for the next ten years, and in disguise "locking" the liquidity that a bank relies on for its survival; wrong decisions on increasing leverage and misjudgment of the pace of the Federal Reserve's interest rate hikes are also The main reason for SVB's dilemma.

1/Maker will launch a Spark Protocol lending protocol similar to Aave v3 in April, expanding its DeFi territory from the stablecoin sector; the current leading DeFi protocols are trying their best to integrate stablecoins, lending, LSD and other businesses , achieve "matrixing" and "grand unification" to form more loop nesting and liquidity stability.

#nftcommunity #crypto2023 #Binance

2/In this process, Maker will launch multiple small communities MetaDAO, with its own tokens and fund libraries, to expand new businesses in a "risk isolation" manner, and to feed back the core business of DAI stable currency, so that Maker can obtain diversified Value capture and narrative logic are more like public chains, and the valuation level will increase exponentially. Spark Protocol will be the first MetaDAO.

New $Liquity on Binance is a decentralized lending platform that accepts ETH as collateral and lends out the stablecoin #LUSD. LQTY is a Token used for functions such as staking and liquidity mining, and its LUSD is a stablecoin that is both censorship-resistant and decentralized.

The following is a brief introduction to the prospects and difficulties of $LQTY from the aspects of value anchoring, censorship resistance, capital efficiency, ecology, etc.

#nftcommunity #crypto2023 #Binance

① Value anchoring

In order to ensure that the value of the stable currency is anchored, the mortgage assets only support ETH. In addition, in order to prevent the potential risk of decoupling, LUSD provides a mechanism to redeem ETH at 1 US dollar. There is an underpinning mechanism in terms of value; in addition, the setting of a multi-level settlement mechanism , the pool will not be drained instantly, which is equivalent to risk isolation.

1/ All sectors of domestic narrative have experienced relatively large improvements recently. The ones with higher narrative and valuation ceilings are the currency layer and the ecological layer, which correspond to payment and public chains respectively. Recently, even the domestic products with small market capitalization listed on Binance Public chains have also been hyped due to the "scarcity of shell resources". How does #CFX, as the leader of compliant public chains, form differentiated competition with alliance chains?
#crypto2023#ETH #BTC

⇒ Project Introduction

2/ The Conflux tree diagram, which claims to be the only public chain project in China that is compliant, legal, and is invested by government funds, currently adopts a PoW/PoS hybrid verification mechanism. The two core points of the entire chain are ① DAG block structure. A simple understanding means that it can be processed in parallel to increase efficiency and reduce costs;

1. How does Blur solve the NFT problem of the century - liquidity?
#crypto2023#ETH#BTC#Binance#fil#blur

In the past year, there have been many NFT lending platforms trying to solve the biggest problem in the market: liquidity, such as looks, x2y2’s transaction mining method, and fragmented AMM. There are similar Blur that divides reward intervals based on distance from the transaction price to concentrate liquidity. ideas, such as Abacus rich game mechanism

Coincidentally, it has not been done yet, for three reasons:

① The biggest reason is the bear market, Blur has caught up with the good times

In the deep bear market where black swan events occur frequently, it is difficult for market makers to arbitrarily bid in the NFT market. Therefore, it is expected that its liquidity and trading volume will not escape a sharp decline in the bear market, but this cannot be falsified at present;

⇒ ⇒ For Canto itself

1. Canto’s current ecosystem is still in its early stages. Apart from the three DeFi pillars of DEX, lending, and stablecoins, it lacks innovative applications. At the same time, due to the team’s concept of free public facilities, the economic benefits that liquidity providers (LPs) can obtain are very limited. However, its value capture capabilities have been improved after CSR.

2. For the Canto ecosystem, only the protocol income of a few leading projects can be sacrificed in exchange for richer and free composability, which is an innovation in the cookie-cutter DeFi world.

1/Market: After Binance is crazy about ZK technology and ZKsyc currency issuance expectations (its Twitter, [∎∎∎], hints at the details announced on the 15th), the ZK sector has attracted market attention, and mina is one of the currencies most held by institutions. As the existing leader, it has risen by more than 60% from the recent low; here is a brief introduction to the advantages and challenges, which can be summed up in 4 words: more, faster, better, and cheaper.

#btc#bnbgreenfield#Stablecoins#BNB#inflation#zk

2/Introduction: Mina is known as the lightest public chain in the world. It uses ZK-Snark technology in block generation and verification. It can also catch up with the hot spots of privacy and ZK. All blocks add up to only 22kB (now theoretically compressed to 11kB) is equivalent to the size of several tweets. Compared with Ethereum node data of more than 220GB, only very little data is needed to verify the entire block, that is, the verification of the block status is extremely fast.

1/According to tokenterminal statistics (estimated in the past month), #uni's annual agreement income is $536.84m, ldo's annual agreement income is $419.43m, and P/F (Price to fees, market value agreement fee income multiple) are 5.26x and 13.43x respectively. , but 50% of the actual revenue ldo is allocated to node suppliers, so its actual P/F should be 10.52x. It can only be said that uni is relatively overestimated, but not much
#BNB#BUSD#ai#pumpanddump#SSV#LDO

2/The current uni is 2.5% of the market value of ETH, and#ldois 1%. From the perspective of income capacity, as the Shanghai upgrade approaches, the main network pledge rate increases (less than 20% → potential 50+%), and ldo income capacity It will exceed uni, so the market value of ldo accounts for 1% of the market value of Ethereum, which is not excessive, and there is still a lot of room for growth;