理

貓貓監視尼

[理 @kryinqq]

這波我怎莫名覺得 @uponrh 之後會噴，不知道是單純受到當初完全踏空23年底 @aeroxyz 那波還怎樣，這次 $up 我已經買大概一半了，再跌會再補。

如果美股之後常態化鏈上交易，能接受用AMM做市而非傳統訂單簿，那到時候就是比流動性效率了，那在整條鏈起飛的時候，通常 33 應該是能嚇鼠人，也看了��� founder 的訪談，整體感覺很不錯，也很有熱忱。
而我認為這波 meme 股潮直接讓大家接受了AMM，那未來要比得就是真正優質資產的流動性深度了，這時 33 拿一堆免費的籌碼框框砸賄賂，應該能有點搞吧。
要隨便話大餅的話，讓 @nvidia 來鏈上賄賂做流動性？

而且這波可能大家覺得是meme股帶來的流動性，但同時不要忘記這是 @RobinhoodCrypto 上線初期，因此基建都還沒成熟穩固，我認為比較容易出高報酬的標的。過去兩年都是在成熟的 sol bsc base 上 p 了，但這波還能玩玩基建。

[理 @kryinqq]

風險點在於，當交易量 aka 手續費下降（不論任何原因）時，加上每週通膨的 $veUP 基數持續膨脹，鎖倉年化收益會逐漸下降，就有進入負飛輪的可能。

當此種情況發生時， emission cap 就派上用場了。

目前每個 epoch 僅排放約 10-20% （依照實際手續費控制比例，實際數字可見官網）來作為激勵發放給 LP，剩餘全數燒毀（不是鎖成 ve ），代表者項目還有非常多的子彈能夠持續發放給 LP，以維持競爭力。

而通常交易量下跌並不會是因為 dex 本身的原因，更可能因為整體行情的低迷自然產生之結果。

當��他 dex 收益同時下降時，@uponrh 可以維持比其他池子更好的收益吸引 LP ，並且盡可能地將流動性放在價格區間內。

這導致市價附近每單位區間內的流動性也比其他交易所深，那就能報出更好的價格（更低的滑點），來獲取交易量，隨之而來的是該鏈內更高的交易量佔比。

我常常在思考 up 到底有沒有機會起來，目前的業務份額佔比在 rh 上仍非常小。我一直認 ve33 是更優秀架構的 dex，因為他真正利用了 crypto 最重要的 token 自然地融入生態和業務裡作為激勵來驅動吸引 LP，因為其排放設定，我認為讓他幾乎「不可能死去」，而如果 rh 本身持續成長，up 就會「不得不」吃到這波成長。

我也很怕這是我的一廂情願，上面打一長串也是我直接把剛剛看完想到的思路做紀錄，並不嚴謹更希望交流指點。

ve33 是真的滿有意思。

（我持有 up 頭寸）

[Alexander @nativeaborean]

up is powered by the most valuable asset there is: time.

If you provide liquidity on up and stake it, you're paid in $UP instead of trading fees, and those fees go to the people who lock.

The obvious question is why an LP would make that trade. The answer is that most $UP is locked. People commit it for up to four years to earn a share of every fee the exchange makes, and that commitment is what gives the reward its value.

The emissions are only paid while your liquidity is in range. So it stays tight on the price, the tight price wins the trade, and the trade earns a fee. The fee goes to the lockers.

Everyone wins the same way, so everyone pulls the same way, and the more aligned they are, the better up performs.

And unlike previous (3,3) deployments, the printing is capped. up only emits what each pool's fees can justify, which is how $242k went to lockers this week while barely inflating the supply to pay for it.

up.

[FX100 @FX100Perp]

Over 42,000 traders have stress-tested FX100 in eight weeks.

We already knew traders wanted more leverage.

The question behind FX100 was whether they also wanted more control when a leveraged trade moved against them.

More than 1.5 million positions have now been opened, and nearly 20,000 referral codes used.

The answer is becoming clear.

Traders aren’t only testing liquidation protection. They’re bringing other traders with them.

Join the testnet: https://t.co/cUMEEUpozq

[up. @uponrh]

up is a native exchange built on Robinhood Chain.

A public good, created for the chain from day one.

Two months in: nearly $1bn traded, $1.6m+ in revenue to users.

[理 @kryinqq]

無拋壓的威力

$up

@uponrh

[理 @kryinqq]

@Xiaofeixiang995 @uponrh 噴了哈哈

[理 @kryinqq]

@LeoLiu29780680 @Xiaofeixiang995 @uponrh 說是週日，但我感覺時間不太固定，之後聽說會出dashboard

[理 @kryinqq]

$up 價格是真的撐，因為大家都鎖成 veUP 了，沒貨倒🤣🤣🤣

[Richard Hsu | LP Guy @richardnhsu]

@koolkrypto223 you're missing the most important point. UP is different from most other veDEXs because of the dynamic emissions and gague caps.

Pull up the chart of $THE, $HYDX, $AERO, $NEST and tell me how that looks like $UP's chart in the first 3 months of their launches.

[Alexander @nativeaborean]

Votes on up set a ceiling for each pool. Fees decide how much of it gets paid, and the rest is burned.

That ceiling can be raised at any point in the epoch. If a pool starts pulling more volume, more emissions can reach its LPs while it's happening, where the growth is.

Emissions follow demand within the week, without waiting for the next vote or a cooldown to run out.

Coming up: releasing emissions mid-epoch to new pools with no votes yet, the moment demand appears.

up.

[base @0x_base]

If @coinbase and its founder @brian_armstrong are backing your base:0x940181a94a35a4569e4529a3cdfb74e38fd98631, you sleep well at night.
$2 —> $5 —> $20

[小飞象 🔆|🌻|💜 @Xiaofeixiang995]

冷知识：按照收入计算 @uponrh 项目除了几个知名的前排defi项目。在 #Robinhood 链中 一直都是前排的存在。

甚至一直都没有掉出过前10. 甚至在月收入排行中 达到第五。

虽然 ve(3,3)的排放机制 造成了 高FDV以及低流通的假象。
拦住了很多人。

但是 现在参与进来并且及早的积累UP 本币。是现在这个牛市初期最好的选择。

[ikaros @0xikaros]

@dcfgod Yup revenue is king. That's why I'm very bullish on $up. They are the #2 dex behind $uni on RH and the #1 native dex on RH.

Team understands capital efficiency and has optimized the protocol to generate fees without diluting holders.

Very undervalued right now.

[理 @kryinqq]

我還沒挖夠，進場晚了，再多跌點

[up. @uponrh]

up is the first ve(3,3) DEX to combat inflation while still creating substantial value ($1.65m) for investors.

All previous ve(3,3) deployments emit too much and become inflationary, or don’t produce enough revenue to justify their emissions.

up does both - supply flat, revenue up.

[up. @uponrh]

https://t.co/GfNQXlsnd3

[理 @kryinqq]

@bytelee_trade @uponrh @aeroxyz Ve33就是拿排放換流動性的dex，因此比其他協議有更多補貼，defi就是到處挖補貼的遊戲

[理 @kryinqq]

這波我怎莫名覺得 @uponrh 之後會噴，不知道是單純受到當初完全踏空23年底 @aeroxyz 那波還怎樣，這次 $up 我已經買大概一半了，再跌會再補。

如果美股之後常態化鏈上交易，能接受用AMM做市而非傳統訂單簿，那到時候就是比流動性效率了，那在整條鏈起飛的時候，通常 33 應該是能嚇鼠人，也看了下 founder 的訪談，整體感覺很不錯，也很有熱忱。
而我認為這波 meme 股潮直接讓大家接受了AMM，那未來要比得就是真正優質資產的流動性深度了，這時 33 拿一堆免費的籌碼框框砸賄賂，應該能有點搞吧。
要隨便話大餅的話，讓 @nvidia 來鏈上賄賂做流動性？

而且這波可能大家覺得是meme股帶來的流動性，但同時不要忘記這是 @RobinhoodCrypto 上線初期，因此基建都還沒成熟穩固，我認為比較容易出高報酬的標的。過去兩年都是在成熟的 sol bsc base 上 p 了，但這波還能玩玩基建。

[up. @uponrh]

700,000 UP burn ($323,000) 🔥

Protocol owned liquidity is staked, so it earns emissions like any other LP, while the fees it generates go to UP lockers.

We just burnt every emission it has ever earned and will continue to do so as we shrink the supply and move towards decentralisation.

Txn: https://t.co/SWYgvFvyP3

[理 @kryinqq]

wait

[Billy Bob Bagholder @BillyBobBaghold]

This is going to be fun

[理 @kryinqq]

單邊添加流動性抄底，拿到的獎勵還能換二倍 $veUP

single side lp is the best way to dca
and double ur emission to veup
@uponrh