ohnyo

某企業で新規事業開発を担当しています cryptoを組み込んだビジネスモデルは金融以外は成立していないように思う派 日本円のインフレ（崩壊）はもはや革新が起きない限り止められない派 博士（工学）

[ohnyo @ohnyo_crypto]

バフェットが投資している日本の商社は、海外に大量の資産があって、日本円の紙屑化しても問題ないって考えてるんではないかな。
ハイパーインフレ時には、一部の株は暴騰するし。

[藤巻健史 @fujimaki_takesi]

ウォーレンバフェット氏は10たの資金調達をそのうち1だけ日本株に投資していると私は思っています。超低金利の円でお金を集め、満期に円が紙屑化していることを想定しているな、と私は思っています。日本株投資のためと日本人に思わせておけば借入金は、容易に集まる。円が紙屑化すれば10の借金がほぼタダで返せることになる。1のお金がなくなっても資金集めの広告代しては極めて安いもの。バフェットが買っているからと追随する日本人がいれば、Xデイ前にその人たちに売りつけてその分も回収。外資の金融機関は世界規模レベルでどの国で調達し、その金をどの国で運用するかを考えるもの。調達した国で運用しようと思っていることが誤解の始まり。

[ohnyo @ohnyo_crypto]

30年間のインデックス投資で儲かるか？を分析したいときに
100年分のデータがあったとして
「30年単位の分析は3回しかできない」という人は素人です

[ohnyo @ohnyo_crypto]

よく知った顔がこんなニュースの中にあったのでびっくり😭

[Yahoo!ニュース @YahooNewsTopics]

【スカート内盗撮容疑 阪大教授逮捕】
https://t.co/IrTknohi6B

[東徹 21世紀の精神科医 21st century psychiatrist @21st_Psychiatry]

そもそも竹中平蔵はなんで嫌われているんですか？
日本がジリ貧なのは竹中平蔵のせいでも小泉純一郎のせいでもないですよ。
むしろ
まともなライドシェアもできない旧態然とした社会構造を変えられないことを
竹中平蔵のせいにして思考停止の自己欺瞞に陥っている
国民の老化のせいでしょう。

[ohnyo @ohnyo_crypto]

Attention, all Galxe explorers! I'm embarking on a Bitget Wallet Campaign and wanted to invite you along for the ride. Sign up using my referral link and win rewards! 🎁 https://t.co/Jc1W04JC6u

[玉木雄一郎（国民民主党） @tamakiyuichiro]

少子化対策の財源として導入される「支援金制度」ですが、負担が国民1人当たり500円弱という総理の説明は誤解を与えます。少なくとも保険料を直接負担する被保険者1人当たりの負担額を説明すべきで、協会けんぽで月1,025円、組合健保で月1,472円という試算もあります。年額で言うと2万円近い負担になる人も出てきます。正直に負担増を説明すべきです。

[币圈女菩萨 | Pizza披萨🍕 @xincctnnq]

1/ 去年9月我写了一篇线程介绍雪崩链上的优质defi 项目 @StructFinance ，Struct Finance 是一家迎合零售和机构投资者的风险偏好，提供结构化金融产品的DeFi 平台。于 2023 年 7 月上线Avalanche ，专注于流动性解决方案，并正在扩展至衍生品。
https://t.co/zyLseHdMxa

[2Lambroz 🐑 (🧑‍🍳🥩🤌) @2lambro]

[ DeFi Farming Strategy ]
Do u like fix 10% apr for ur $BTC?
or more risk taking for 44% apr flexible apr?
+ points !?

Come take @avax 's 1M avalanch Rush incentives via @StructFinance 's structured finance product on top of @TraderJoe_xyz 's auto pool

[Avalanche🔺 @avax]

Tomorrow on Spaces, learn more about structured finance products, the Avalanche Rush DeFi incentive program, and why @StructFinance chose to build on Avalanche 🗣️

📆 Jan 30th @ 6pm PT / Jan 31st @ 10am GMT +8

Set a reminder ⬇️
https://t.co/fSCt18ywVu

[LFJ.gg @LFJ_gg]

The Structured Flywheel Begins

@StructFinance Vaults have hit $2m in TVL

This represents fresh liquidity that will start flowing into Trader Joe Auto-Pools, further deepening liquidity and, in turn, improving swap rates and increasing volume and fees earned.

The Struct flywheel is in full force, with depositors accruing $STRUCT leaderboard points while also accessing up to $1m worth of $AVAX rush incentives.

🔺
________________

📖 Refresher on @StructFinance
Struct has introduced structured products through 'yield tranching.' This mechanism alters the risk profile of deposits by prioritizing how yield flows from the assets gathered in the underlying vehicle, in this case, Auto-Pools.

In simple terms, it allows you to choose between a fixed or variable yield return when depositing a single asset in the fixed-term and locked vault.
________________

Trader Joe 🤝 Struct Finance

[Emperor Osmo 🐂 🎯 @Flowslikeosmo]

2024 is the year of DeFi Innovation.

And it's happening on @avax. 🔺

🧵⬇️

[Alina @web3_alina]

These two @avax giants just joined forces 🤝 🔥

You definitely know the first one.

If you don't know the second one, you're definitely not getting their airdrop.

Thanks to this brand new partnership, it's not too late to get positioned 👇

[Edgy - The DeFi Edge 🗡️ @thedefiedge]

You should pay attention to @StructFinance on @avax.

• $1m in incentives - Avax has just awarded them $1m as part of their rush program. DeFi yields are boosted.

• Airdrop Potential - They’ve recently introduced a points program. This is a high signal for a potential airdrop.

Let’s dive into the protocol and the opportunities.

What’s Struct Finance? Struct Finance is a DeFi protocol for structured financial products built on Avalanche.

Structured products are financial instruments that cater to specific risk-return objectives and investment strategies. They're crucial investment tools in TradFi.

Struct Finance provides a proto-version of that in DeFi. They create structured products for different risk profiles and market conditions in Crypto.

You should have access to different strategies based on your risk tolerance and goals.

For example:

• Do you want predictable income? Choose fixed yield vaults.
• What if you want more upside? Choose variable yield.
• What to do during volatile times? Use their GMX-based vaults.
• How about prices ranging? Autopool Vaults will be the right fit for you.

In the past two days, Struct’s Total Value Locked has gone from $25k to over $2m after autopool vaults were introduced.

What are auto pools? TraderJoe’s the leading DEX on Avalanche. They use "Liquidity Books" for facilitating swaps. While it has many features that make it awesome, there’s one downside: only experts can profit from it.

Why? Because it requires in-depth knowledge and active management.

Autopools are a solution to this problem. You can deposit tokens into an auto pool, and it’ll actively manage your position. It’s kinda like a fund manager, but for providing on-chain liquidity.
These autopool deposits are yield-bearing assets. You can earn fees from traders if you deposit liquidity.

Struct Protocol will convert that yield-bearing asset to structured financial products suitable for investors with different risk profiles.

Currently, users can invest in markets for AVAX-USDC, BTC.B-AVAX, and wETH-AVAX autopool pairs.

What's their sauce for converting them to structured products?

Interest Rate Tranches.

What are tranches? Tranches are like slices or parts of something, especially regarding financial investments. It's like dividing a big cake into smaller pieces. In finance, they are used to separate different parts of an investment that might have different risks or returns.

With Tranching, investors will be divided into different groups with different risk profiles. In the case of Struct, they have divided investors into fixed-income category and variable-income categories.

The yield from the underlying assets will be distributed according to the risk profiles of different investor groups.

It will follow a waterfall structure. At the end of the investment period, the fixed-income tranche will be paid out first. The variable income category will be paid out only after that. If the underlying yield is less, they might get paid less. But if there's a good yield, they'll get paid more than the fixed-income group.

So that’s the behind-the-scenes stuff.

For users, here’s what it’ll look like:

They can invest a single asset in one of the autopool markets. Currently, you can invest in USDC, BTCB, or wETH, depending on the autopool.

You’ll also have to choose between fixed or variable income.

Once the investment period is over, depending on your tranche, you’ll receive your principal and reward. If you’re in the fixed-income tranche, you’ll be paid first. All of the remaining assets will go to the variable income tranche. This remainder can be really high as well as low. It’ll depend on the market conditions.

Struct Finance also has similar products built on top of GMX. They use tranching on top of GLP, GMX’s yield-bearing asset.

Their goal is to apply tranching on all sorts of yield-bearing assets. LSTs, LRTs, RWAs, and more. There’s a ton of growth potential.

These products can take various assets and convert them to assets with different risk profiles.

And that'll in turn attract different kinds of investors. For example, institutions may not like the constantly changing nature of DeFi. They might prefer a fixed 7% yield. And Struct will be able to provide that.

Incentives

The incentive program will boost the APRs on Struct markets. Even now, the variable rate on BTC.B-AVAX market is >103%.

Airdrop Potential: They don't have a token now and have just introduced a points program. An airdrop’s not guaranteed but from my experience, these are some key conditions for one.

AVAX is primarily known for its GameFi RWA initiatives lately. Struct and TraderJoe are showing that AVAX has power in the DeFi sector.

Risks: There are the standard risks, including smart contracts and protocol risks. Security firms Dedaub, Zokyo, Dingbats, and Slowmist have audited Struct Finance.

This is a sponsored post. I’ve partnered with @TailoredWeb3 to write educational content about the Avalanche ecosystem.

We wrote the content ourselves, and it reflects my honest analysis.

[Emperor Osmo 🐂 🎯 @Flowslikeosmo]

The @avax rally will be one of the most hated ones this year. 🔺

Yet so obvious, in retrospect.

While gaming is expected to be one of the most exciting sectors in the market, there is also a thriving DeFi ecosystem and a growing NFT culture hub on Avalanche.

DeFi
- @TraderJoe_xyz $JOE: The largest DEX on Avalanche.
- @dexalot $ALOT: CLOB DEX crossed $545M in volume.
- @steakhut_fi $STEAK: Building Automated Liquidity Management.
- @vector_fi $VTX: Yield Booster
- @StructFinance: Liquidity Vaults leveraging blue-chip assets.
- @DeltaPrimeDefi: Native Money Markets.
- @HubbleExchange: Native Perps currently in Testnet.
- @AvalaunchApp: Avalanche Premier Launchpad.
- @Colonylab: Early-stage project incubator.

LSD
- @GoGoPool_ $GGP: Liquid staking/ Validator infra
- @BenqiFinance $QI: Native lending.

NFTs
- @HyperspaceAvax: Newest NFT Marketplace.
- @dokyoworld: Largest Avalanche NFT project by volume.
- @DokkaebiNetwork: Korean-themed art, fastest mint out.
- @steadyworldwide: Good vibes.
- @joepegsnft: Trader Joe native NFT project.
- @wolfilandnfts: NFT project based on the Avalanche Mascot Wolfie.
- @ferdyfishh: Revenue sharing NFT from the Ferdi Flip Casino.

Many of these projects still have no tokens, which means they'll probably be airdropping to early participants.

There are many more amazing project buildings that are not included in this list, so if I missed any, feel free to drop them below. 👇

[hoeem @hooeem]

Follow the money find the opportunity.

But how?

Let me show you with examples: 🧵 👇

[LFJ.gg @LFJ_gg]

Auto Pools & Chill ft @StructFinance

If you enjoy Auto-Pools, grinding Leaderboards or perhaps you're just a humble $AVAX yield farmer...

...Pay attention to what unfolds over the next days, there is plenty to unpack and reveal.

[DeFiDog @TheDefiDog]

The suites are here. One chain has built an entire narrative of the suits.

Good thing suits don't know about airdrops yet.

I noticed a new leaderboard that no one is talking about on the suit chain and have deployed some $AVAX. 🪂 🧵

[STRUCT🔺ASC20 @structasc20]

Enter the FAQ section for more information!
🔗👇
https://t.co/4kdyRNlEJU

[ohnyo @ohnyo_crypto]

これ賛同してしまう方は「投資」に向いてないので、投資についてちゃんと勉強するか、日々の労働に勤しんだ方が良いです。

積立で一番怖いのは積立終盤の暴落です。

[ドラ @hitonoikuurani]

積立初期に暴落するとこんな10年を送る可能性があります。
俺はまっぴらごめんです😊

[ohnyo @ohnyo_crypto]

$AVAX の時代か