YEdu

v2 | Writing uncomfortable truths about money, systems and what we pretend we believe

[YEdu @yashascore]

@PythNetwork Something interesting I see

[YEdu @yashascore]

@will__price Higher

[YEdu @yashascore]

@Agonybeard We’ve KET and tendues so far. Even useless is looking strong to some extent

[YEdu @yashascore]

@that1618guy Fireworks

[YEdu @yashascore]

@thelearningpill @cypherpunk Bro ZEC is goated. It is going to mid 4 figures this cycle

[YEdu @yashascore]

@zerokn0wledge_ Hyperliquid

[YEdu @yashascore]

@Agonybeard Haha let’s see how my pf performs while I’m in the middle of the mountains

[YEdu @yashascore]

Most LP setups still ask you to deposit tokens into a pool, but @1inch

Aqua takes a pretty different approach I’ve been testing it mainly with one thing in mind which is optimising for Aqua rewards rather than maximising swap fees. Right now I’m running 1INCH/USDT and 1INCH/WETH positions on Ethereum with $1,811 in pullable liquidity backing $3,402 across 4 positions and $10,163 in filled volume over the last 7D.

That filled volume is the number that matters here because Aqua incentives are based on the volume your liquidity actually fills, not on how much capital you park. The positions have only generated 1.02 in swap fees so far, which is fine as this setup was never about the fees. The interesting part is how that ~10K of eligible volume translates into the next Merkl distribution.

➣ The current Aqua incentive program includes 10M 1INCH funded by the 1inch Foundation + a 500K USDC boost from the 1inch DAO
➣ Distributed through @Merkl across 80+ incentivised 1INCH markets
➣ No separate sign-up or whitelist
➣ If your liquidity fills swaps in an eligible market you’re automatically included, rewards distributed pro rata based on your share of filled volume within that market group

That changes how I set positions. I’m not chasing the highest fee on every fill. I’m testing pricing and market combinations that actually attract volume while staying inside the incentivised markets. Aqua itself works differently from a standard pool. Your tokens stay in your wallet, one balance can back multiple positions at once and tokens only move when an actual swap fills. The contracts don’t custody the funds and the approval is revocable.

In my case the same wallet balance is supporting all four positions without splitting or locking capital across separate pools. And this isn’t leverage as a swap can only pull tokens that are actually available in the wallet.

➥ The campaign runs for 3 months with a 50% / 30% / 20% reward split across months 1, 2 and 3
➥ Merkl recalculates weekly, rewards can be claimed once available, and closing a position doesn’t affect rewards already earned
➥ Self-fills and detected wash trading don’t count

Still testing different setups, but for this one the main question is simple i.e how efficiently can I turn the liquidity I already hold into eligible filled volume and ultimately Aqua rewards?

Next reward update should make the experiment clearer.If you want to take a look yourself: https://t.co/16xELZ5d3v

[YEdu @yashascore]

narrative + momentum + regulatory optionality is the trade right now and $ZEC is sitting right in the middle of that trinity.

[YEdu @yashascore]

@Agonybeard @Plasma

[YEdu @yashascore]

$XPL after September is the version I actually want to own and the thesis is👇

@Plasma is the only project that owns both the stablecoin optimised chain + consumer neobank, closing the loop btw infra and distribution.

If the card keeps scaling, more dollars stay and move on its network and a later fee switch would then turn XPL into a direct claim on that activity.

Looks like 0.05-06$ will be a dream for many including me.

h/t to @Tokenomist_ai for the data

[YEdu @yashascore]

@DeFi_Andree @Plasma I think it’ll come somewhere in the future

[YEdu @yashascore]

@Agonybeard @Plasma Guess what made me spot it? 👅

[YEdu @yashascore]

@nikshepsvn Higher

[YEdu @yashascore]

@alpinestar17 It always did. I feel XPL will do good too in the long run

[YEdu @yashascore]

@x256xx 3$ in a months time haha

[YEdu @yashascore]

@iamolusegun__ YTD is around 3$ mark ser

[YEdu @yashascore]

$NEAR will be back to YTD highs soon.

One of the best surpressed price + solid fundamentals projects out there right now.

LFG

[YEdu @yashascore]

@0xspicexr Why SUI lol?