0xPower

Not a devil of bear market. Exploring AMM & LPing space

[0xPower @0xPowerchan]

First LPDFi vault on Orange is a catalyst of the new era of DeFi. In few years, DeFi liquidity is likely to be reconstructed around CLAMM. This is just s begining.

[0xPower @0xPowerchan]

Supposing Uniswap X would be a super aggregator of spot trading, why don't we prioritize $UNI token holders filling RFQ orders?

[0xPower @0xPowerchan]

Happy #ResearchFriday 🍻
Here is your weekend reading✍️🧐

[0xPower @0xPowerchan]

🐍🐍 Hiring a Python charmer 🐍🐍

[0xPower @0xPowerchan]

Intent based architecture is the future of crypto. Here is our latest result of research 🧐

[0xPower @0xPowerchan]

With Uniswap V4, professional market makers start LPing. They LP only when profitable opportunities at scale. iykyk.

[0xPower @0xPowerchan]

New technology allows more complex design for apps(e.g, DeFi derivatives require heavier computation) or new types of apps (crypto sns, credential etc)

[0xPower @0xPowerchan]

IMO, there won't be much alpha in mechanism design in crypto, but there will be certainly a whole rebuild of the ecosystem along with new tech (e.g. hooks by Uniswap V4, higher TPS, app chain, etc)

[0xPower @0xPowerchan]

Do you think DEX will have asset pricing power?

[0xPower @0xPowerchan]

After digging into Uniswap V4 and Uniswap X docs, I'm starting to feel like the future of liquidity depends on whether DEX can control asset pricing

[0xPower @0xPowerchan]

Did you call me?

[0xPower @0xPowerchan]

☺️

[sino @shinobu1729]

With the UniV4, Toxic flow can be mitigated.

Toxic Flow is a problem since
- cannot detect arbs between CEX - DEX
- fixed fee

it is possible to detect arbs by looking at the price on a vanilla pool that most liquidity gathers and sets the fee rate dynamically.

[0xPower @0xPowerchan]

Uniswap is going to a direction where LPing is highky customizable. This is where LP managers come in.

[GEE-yohm LAMB-bear @guil_lambert]

AMMs are clearly two distinct products: i) a venue to swap tokens and ii) a means to provide liquidity

While Uniswap has nailed the swap UX, the LPs UX is far from being as polished

What’s missing in your opinion?

[0xPower @0xPowerchan]

vAmm model is proven to have this problem since perp v1

[Taiki Maeda @TaikiMaeda2]

Ok so I've been shorting #BAYC on @nftperp and @Tribe3Official and I am curious how I'm being paid funding when all traders are literally short?

I get that mark price > oracle price but everyone is short but we're all getting paid funding?! Am I just dumb

[0xPower @0xPowerchan]

@RobMcStodda @Uniswap You may want to know @0xOrangeFinance, a uni v3 liquidity manager