Goldman

newbitcoiner

[Goldman @higoldman]

@RikitoBB21yg 个人看法不知道恰不恰当啊：产品上线了，飞轮开转了，项目方实名的，市值基本洗完了，玩法比较新鲜，基本面都还在，今天开始入场 $dtf r/r 算是大的

[Goldman @higoldman]

@sss_tmd @Indexedex @cyotee 我昨晚mint了10万的$dtf，现在可以burn回12万了，还是能套利的，不需要通过d-d/eth池子。
虽然我昨天之前质押的也亏完了，但觉得可以再少进些弥补下损失。

[Goldman @higoldman]

that's it, @Indexedex launchs anyway, bad start is the start, more concerns:
- DTF-DETF flywheel is works, stake reward is attractive,
- $dtf price is low enough,
- other ETFs should be on the way,
- news from dev.
By the way, a better operation manager is needed to lead higher!

[Otes @NZ_Otes]

People are treating DTF-DETF like it’s the whole @Indexedex product when it’s really the Protocol DETF being bootstrapped right now.

Most of the focus so far has been getting the core mechanics running properly staking, bonds, reserve liquidity and $DTF/ETH liquidity.

The bigger IndexedEx product is DETFs made up of different assets and DeFi strategies.

Uniswap positions, Morpho lending, stablecoin vaults, weighted strategies, all wrapped into one token. There aren’t many projects trying to combine all of that into one permissionless product.

The DTF-DETF flywheel has started, but the broader IndexedEx flywheel really starts when people begin launching and using other DETFs.

More DETFs means more activity across the platform and eventually more fees flowing back through $DTF and the Protocol DETF ecosystem.

People also seem to forget that @cyotee was an OHM dev. Bonds, protocol-owned liquidity and actively managing treasury assets aren’t new territory for him and based on GitHub, he’s been working on this for over 5 months.

A lot of the complaints right now also seem to come from people expecting the new staking setup to work like normal “deposit DTF, get more DTF back” staking, when the DETF structure works very differently.

The chart and PA might look rough right now, but a lot of that move happened before the wider IndexedEx product was even live.

Once people can start launching their own DETFs and those products are actually generating activity and fees, that’s when the bigger flywheel starts.

Right now we’re still at the beginning.

Buckle up.

[Goldman @higoldman]

@RikitoBB21yg @hanxilgf @msYujia @aurenaed 现在再去质押的话汇率很友好啊，再去质押些摊平些损失看。

[Goldman @higoldman]

yes, the only one to cover the gap is to get more $dtf to (re)stake, be zero or be hero, have to trust dev now. @Indexedex
and the ratio is increasing ...

[Goldman @higoldman]

@Indexedex actually will be ok if 3,3 as usual, otherwise no other method unless dead

[Goldman @higoldman]

@Indexedex I think I'm clear, but the stakers staked before today noon are really hurted (me also)

[Goldman @higoldman]

@Indexedex actually will be ok if 3,3 as usual, otherwise no other method unless dead

[Goldman @higoldman]

@Indexedex @sss_tmd @0xCrader seems that new staking increasing dramatically and maybe we can cover the gap soon?

[Goldman @higoldman]

@Indexedex What's the meaning? so called TVL:
WETH synthetic price
2773.902120316018854645
DTF synthetic price
8899.151538577018438632

[Goldman @higoldman]

maybe i avoided about 95% lost of $dtf
if really understood the exact meaning...

[Indexedex @Indexedex]

Hold on, I'm going to do something, don't get scared.

[Goldman @higoldman]

$dtf @Indexedex
简单理解一下：现在的基础算是暂时打好了，下一步就要继续发展了，mint + stake重装再出发，汇率会回来的。

[Indexedex @Indexedex]

The liquidity is finally deep enough that the fees and bond payments can smoothly flow into the robinhood:0xee5576fa1bcaa380e591d01245f406f3f384eb01 /ETH pool now.

That means the DTF-DETF owns more liquidity, dropping it's price in the reserve pool.

It's catching up on rebalancing the reserve to the market.

[Goldman @higoldman]

@Sunbxsuy @Indexedex @Gasd1995 @blokculture @0xBiZzy @TheIndexFi dev留有后门权限吗？怎么能够直接挪走池子里面的资金呢？如果真有这个权限那就没得玩了。

[Goldman @higoldman]

@Indexedex @Gasd1995 @blokculture @0xBiZzy @TheIndexFi so mint with $DTF now will have surprise soon, right?

[Goldman @higoldman]

@MuSpecies @msYujia @Indexedex @blokculture @0xBiZzy @TheIndexFi 应该和上次不一样，现在已经有正常mint的市场了，如果那边再重新迁移不久乱套了有两个mint市场了

[Goldman @higoldman]

@john28463719 @0xLuki 真跑路了？

[Goldman @higoldman]

蝴蝶效应引发的归零吗？ $dtf @Indexedex

[Goldman @higoldman]

昨天mint的，今天再burn回去又是翻倍的数量出来，暴利啊！
$dtf

[Goldman @higoldman]

@hanxilgf @0xLuki @Hurleybei 肯定还是套利的卖的盘，如果是黑客早归零了

[Goldman @higoldman]

@Indexedex you mean it's time to mint now?

[Goldman @higoldman]

@0xLuki @Indexedex 溢价套利终于被套着了，怎一个惨字了得！这究竟是怎么一回事啊？