Becks40.eth

#Defi fanatic and protocol explorer

[Aztec @aztecnetwork]

Aztec Alpha V5 is live.

The fastest private transactions we've ever shipped, now on mainnet. Read more on https://t.co/KmYZppMZce.

Apps roll out over the coming week, starting with @nyxmoney.

Nyx is invite-only, but for the next 24 hours it's open to everyone. Code below 👇

[Becks40.eth @becks_eth]

@BoubouSGC Crans ?

[Opyn @opyn_]

Hope y'all are enjoying the holiday season and touching grass.

Opynomics Holiday Edition is here! 🎅

We're uncovering DeFi's shift since 2020 to now. Food coins are done, ponzi yields are done.

Composability is here 👇
https://t.co/zc8L4S3ozf

[Becks40.eth @becks_eth]

Yap early, yap only, yap often.

@_kaitoai is connecting AI, attention and capital with Yaps.

Just claimed my social card and I'm accumulating Yap points in real-time.

Claim yours 👉 https://t.co/mjLLZdaBy4

[Liquity @LiquityProtocol]

🚨 Liquity V2 Testnet is LIVE on Sepolia

Get your first look at Liquity V2 and take our Sepolia deployment for a spin today!

https://t.co/KBfrWIGXbX

[BEF🧊 @befreeshcrypto]

Voici le seul graphique $BTC qu'il vous faut regarder et comprendre pour les prochains mois.

Analysez le, comprenez le timing des cycles. J'ai mâcher le travail pour vous, vous avez juste à l'intégrer 🙌

🟢Halving
🟡Cassure ATH
🔴Top cycle

[koeppelmann @koeppelmann]

sDAI on Gnosis has generated over 11% APY in the last year since it launched. Current rate is around ~8%.
A reaction I often get - what are the risks? Is this safe? Where does the yield come from.
So let me explain it in detail 👇

[Gnosis Pay 💳 @gnosispay]

Gnosis Pay offers the best exchange rate in the market with no foreign exchange fees.

So you can use your card anywhere in the world and focus on making the most of your trip. 🦉🧳

[Panoptic @Panoptic_xyz]

Big change in Implied Volatility for #DeFi!
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💼 In TradFi and #CEX, calculating Implied Volatility (IV) is a demanding process, requiring extensive data and multiple steps to achieve accurate results ----> But in @Uniswap and #DEX, it's SIMPLE!
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📊 In TradFi, IV is determined by the option price using the Black-Scholes model and the Greek vega. To calculate IV, a numerical method such as Newton-Raphson can be applied.
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📈 Unlike traditional options market, IV in DeFi is not dependent on the upfront option price, but rather the fees collected in Uniswap.
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🧑‍🎨 The inventor of the Panoptic protocol, @guil_lambert created a new formula for IV based on the structure of Uniswap liquidity pools that is compatible with perpetual options.
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👀 Here's a sneak peak of our research article on how to derive the IV using the Greek theta and the liquidity provider (LP) fees on Uniswap ⤵️
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#Trading #QuantitativeFinance #TechRevolution #Greeks #Finance #ImpliedVolatility #OptionsTrading #Finance #BlackScholes #Ethereum #Crypto

[Panoptic @Panoptic_xyz]

🚀 Panoptic is reshaping DeFi with its cutting-edge options protocol. By integrating with @Uniswap V3, Panoptic offers permissionless, perpetual options trading, giving users unmatched flexibility and endless trading opportunities.
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Key Features:
♾️ No Expiries: Trade options without worrying about expiration dates.
💰 Earn Passive Yield: Earn yield from single-sided deposits lent out to Uniswap LPs and options traders.
⚖️ Capital Efficiency: LP and trade options with up to 10x leverage.
📊 Two-Sided Market: Strategically manage liquidity with the ability to short LP tokens in oversupplied pools.
🛠️ Permissionless Listings: Create options markets for any ERC-20 token.
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🌀 Liquidity Spread:
Panoptic sets option prices using Uniswap's spot trading activity and a spread, eliminating the need for market maker quotes. LPs enjoy higher returns on popular positions, potentially earning up to 3x more in fees than the equivalent position on Uniswap!
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📊 Fair Pricing in DeFi:
Traditional models like Black-Scholes struggle with DeFi-native options. Panoptic's Streamia (streaming premia) adapts these models for fair, on-chain pricing of perpetual options, eliminating oracle dependencies and ensuring reliable, transparent markets.
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💡 Understanding Volatility:
Realized Volatility (RV): Measures the actual historical price fluctuations.
Implied Volatility (IV): This is the market's forecast of an asset's future price volatility. Higher IV means pricier options, while lower IV means cheaper options.
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Comparing these metrics help traders align their strategies with market forecasts—buy when IV < RV, sell when IV > RV. In Panoptic, IV is derived from Uniswap V3. The effective liquidity combined with the volume of the pool imply a future expected volatility.
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🚀 Join the DeFi Revolution with Panoptic! Dive into the world of perpetual options and fair pricing.

[Opyn @opyn_]

opyn markets landing page is live at https://t.co/PddBBVCwmO 🎉

With it, we are excited to share more on our upcoming protocol👇

What is a market?

Permissionlessly deployed trading ecosystem - deploy a market on any ERC-20 pair

Perps, redefined - stablecoin perps, Uniswap LP perps, linear perps, and squared perps (Squeeth!) that all play together

Automated market making strategy - anyone can passively provide liquidity and easily bootstrap market liquidity

TradFi capital efficiency - portfolio margin across assets in a market with a novel off-chain proof / on-chain verification system

True DeFi - Permissionless, non-custodial, immutable, transparent, and composable

We can’t wait to invite you to opyn up some new markets with us!

[Panoptic @Panoptic_xyz]

Let's explore the relation between Panoptic and @Uniswap.

Uniswap v3 lets LPs concentrate liquidity in a specific price range, mirroring a put option payoff. The position converts into 100% of token Y when above range and 100% of token X when below range.

[Becks40.eth @becks_eth]

Frens,

Over the last two months, I farmed Season 2 of @Juice_Finance &amp; I was just able to claim 35 $Juice that I'm going to stake in @wasabi_protocol to win the next @Blast_L2 jackpot.

It's time to go back to the trenches to farm season 3, which is already live🧃

[Becks40.eth @becks_eth]

I earned 1,000 $BLAST in @BLAST_L2's Phase 1 airdrop. Join the mission to UNBANK THE BANKED and earn Native Yield + BLAST in Phase 2!

[Panoptic @Panoptic_xyz]

🐔 Crypto options have a chicken-and-egg dilemma:
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➡️ Without sellers, there can't be any buyers
➡️ Without buyers, no one will want to sell
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Here's how we're solving the issue 👇
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By using @Uniswap to bootstrap our options prices and premia, sellers can earn premia without buyers present.
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💰 Sellers can trade with up to 5x leverage, earning premia from Uniswap LP fees
🤝 The presence of sellers lowers spreads and makes it easier for buyers to enter the market
📈 Buyers can trade with up to 10x leverage; pricing is determined by Uniswap and premia is paid to sellers.
🤑 Sellers then earn premia from Uniswap + extra premia from buyers, resulting in higher returns
⚖️ Leverage is enabled by passive LPs who are incentivized by auto-compounding yields.

[Alexandre Stachtchenko @StachAlex]

Si la lecture d'une vingtaine de pages vous rebutait, vous n'avez maintenant plus d'excuse !

Profitez de ce dimanche plutôt gris (à Paris en tout cas) pour flatter vos oreilles de ma douce voix.

Merci @GA_Crypto_ !

[Opyn @opyn_]

Crab and the Pierian liquidity spring

Today we look more deeply at the Crab strategy that is part of Opyn's Squeeth protocol and its upgraded iteration in Opyn's new soon-to-be-released protocol.

Crab is an active strategy made from a short 2-perpetual (also known as Squeeth) and a long 1-perpetual.

Crab is called Crab because it makes money when markets go sideways, like a Crab.

The payoff for Crab over a day looks like a rainbow: it makes the largest return if the market does not move at all. Crab has negative returns if the market moves too much up or down.

[Opyn @opyn_]

1. From the depths of the sea, to basking in the sun on a rocky shore, to living on a blockchain near you.

The Crab has lived in our hearts for nearly 2 years now.

We are excited to announce that a new, better Crab is coming to Opyn’s new protocol.

[Opyn @opyn_]

A new page has entered the chat…

We are excited to announce our new Opyn Research page! 🎉

Here you can find all of your favorite research papers from the Opyn team.

Check it out: https://t.co/xvNnmI4IKr

[Chantal Läng @Chantal_Lang]

Est-ce qu'on va avoir une chute de prix comparable à celle de 2019 ? BTC avait fait -53% de juin à décembre 2019. Une telle chute nous mènerait à 23K$.

Selon moi il y a 90% de chance que NON.

Voici les 3 principales raisons :
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