woke up to this little notification
For active LPs it's one of the most exciting things coming up imo
High level, Fluid DEX v2 offers you the following:
1) Cross margin your LP positions
Various collaterals contribute to one unified account health factor
Collateral
├ ETH / USDC LP
├ Gold
├reUSD
⇣
1 unified health factor
⇡
Debt
└ USDT / USDC LP
2) Earn money market rates on top of trading fees
ETH / USDC LP earns you:
+ trading fees based on liquidity provided
+ underlying money market rates (currently ~6% on USDC, ~1.6% on ETH)
This means even when out of range your capital works!
3) Leverage up your LPing, while the debt itself contributes to your LPing liquidity
Step 1 -> put 10k into ETH / USDC LP as collateral
Step 2 -> borrow 5k ETH / USDC debt *as an LP position*
Step 3 -> resupply that 5k as ETH / USDC LP collateral
Result:
10k collateral LP
+ 5k debt LP
+ 5k resupplied collateral LP
= 20k active DEX liquidity on 10k capital provided + 15K capital earning your money market lending yield - 5k costing you prevailing funding rates
Fluid DEX v2 unlocks a new frontier in terms of capital efficiency and AMMs
I like the prudent rollout described in the proposal
Looking forward to track the progress closely over the next 12 months
prediction f09702b7857167bd5a7687b0dfb26b138a6a932ee9ae716e5b1c5ca4fd4a707f
$FLUID is the best performing DeFi token over the last 30 days.
Who's buying?
Gossip says someone keeps TWAPing it on CEXs :)
But the fundamentals look good:
• Best weekly revenue in 4 months
• $1.77B active loans, now the 3rd largest onchain money market
• Jupiter Lend: 6 biggest fee days in a row ($1.14M from Oct 11 - 17)
Not all green tho as buybacks are paused while the treasury rebuilds.
Big catalyst is DEX V2: soft launch is live now. Polygon first for testing, Ethereum this month
Also Fluid will launch on Sui: Hashi mainnet launches with $500M in capital backing, and Anchorage Digital joining
FLUID been one of my longest conviction trade since... years
The FWA protocol is maturing.
Holders of the token are deciding what goes in the main pool. People are launching their own community pools.
80,000 NFT purchases
3 Punks owned by the protocol at 1Ξ
1.3M FWA burned in 24h
FWA Incentive Alignment Proposal
I think we could restructure FWA's revenue distribution to better align incentives across the entire ecosystem.
Protocol Revenue Allocation:
• 20% → Spinners, rewarded in sFWA
• 20% → Stakers, rewarded in sFWA
• 50% → Automated FWA buybacks & burns
• 1–10% → TokenWorks, based on FWA's 7-day average market cap
• Remaining 0–9% → Treasury for ecosystem marketing and growth
TokenWorks Incentives
TokenWorks' revenue share would scale linearly with FWA's average market cap over the previous week:
• $10M MC → 1%
• $50M MC → 5%
• $100M+ MC → 10%
Any unused portion of the 10% allocation goes to the Treasury.
This gives TokenWorks a direct incentive to grow FWA's long-term value while providing more marketing resources during the early growth phase.
Trading Fees & Punk Yield
TokenWorks would no longer receive a share of FWA trading fees.
Instead, 100% of FWA trading fees and Punk yield fees would be routed to the Punk Lister, continuously funding the acquisition and listing of more Punks.
This creates a self-reinforcing cycle where protocol activity directly improves prize supply.
The Bigger Picture
Spinners get rewarded for participating, helping offset their negative EV while gradually becoming long-term stakeholders.
Stakers benefit from real protocol revenue.
TokenWorks is incentivized to keep building and growing the ecosystem.
And the Punk Lister continuously strengthens the prize pool.
Meanwhile, 50% of protocol revenue still goes toward automated buybacks and permanent burns.
The goal isn't to maximize how much we extract from each spin. It's to build a sustainable ecosystem that maximizes player retention, lifetime volume, and long-term protocol revenue.
@token_works@Rhynotic@tetonotsorry ethereum:0xa0df17b5ac76ababa36e1450e2cbcd18a620c845
FWA Incentive Alignment Proposal
I think we could restructure FWA's revenue distribution to better align incentives across the entire ecosystem.
Protocol Revenue Allocation:
• 20% → Spinners, rewarded in sFWA
• 20% → Stakers, rewarded in sFWA
• 50% → Automated FWA buybacks & burns
• 1–10% → TokenWorks, based on FWA's 7-day average market cap
• Remaining 0–9% → Treasury for ecosystem marketing and growth
TokenWorks Incentives
TokenWorks' revenue share would scale linearly with FWA's average market cap over the previous week:
• $10M MC → 1%
• $50M MC → 5%
• $100M+ MC → 10%
Any unused portion of the 10% allocation goes to the Treasury.
This gives TokenWorks a direct incentive to grow FWA's long-term value while providing more marketing resources during the early growth phase.
Trading Fees & Punk Yield
TokenWorks would no longer receive a share of FWA trading fees.
Instead, 100% of FWA trading fees and Punk yield fees would be routed to the Punk Lister, continuously funding the acquisition and listing of more Punks.
This creates a self-reinforcing cycle where protocol activity directly improves prize supply.
The Bigger Picture
Spinners get rewarded for participating, helping offset their negative EV while gradually becoming long-term stakeholders.
Stakers benefit from real protocol revenue.
TokenWorks is incentivized to keep building and growing the ecosystem.
And the Punk Lister continuously strengthens the prize pool.
Meanwhile, 50% of protocol revenue still goes toward automated buybacks and permanent burns.
The goal isn't to maximize how much we extract from each spin. It's to build a sustainable ecosystem that maximizes player retention, lifetime volume, and long-term protocol revenue.
@token_works@Rhynotic@tetonotsorry ethereum:0xa0df17b5ac76ababa36e1450e2cbcd18a620c845
LAAS is powering stablecoin liquidity for US enterprises
LAAS is powering stablecoin liquidity for Asian enterprises
LAAS is powering liquidity for yield bearing stablecoins
LAAS is powering liquidity for RWA’s
LAAS is powering liquidity for _____
Soon.
Someone just pulled a cloaked Argonaut with 1.15 ETH backing from my custom pool, The Mythical Chest, on FWA! (Rip me this time😂). Purchase price 0.032eth.
Glad to see that people win. Who's next?
https://t.co/GqJSP2ISMI
the interesting thing about $FLUID is that the bull case keeps getting bigger as the business expands.
it’s no longer just a bet on one market, one ecosystem, one product, or one revenue stream.
The programmable economy is opening new ways for liquidity to move across financial products.
On Arbitrum One, @0xfluid is pioneering a liquidity layer for finance, bringing lending, borrowing and trading together.
So far Fluid achieved:
> $237M in market size
> $104M in total borrowed
> $99M in total lendings
The land of shared liquidity grows.
Fluid one of the few good things that hasn’t rerated after being hit with so many unfortunate bear market events, but fundamentally stronger now than pre 10/10.
Only thing green on my watchlist today. Very ignored. Maybe that will change soon with some good PA.
I just pulled this awesome Cryptopunk on https://t.co/JWmIix2ERn 👏
There are 2 other Punks backed with 1 eth so anyone who spins has a very decent chance to grab a Punk. Good luck! As you might know, I'm incredibly bullish on this platform. LFG!!
Only on Fake World Assets 🔥