jakiro
Author: CMDEFI
1/ Ethena and usual set off a stable currency season
(1) Ethena launches USDTB, supported by Bailide’s BUIDL
(2) Ethena cooperates with usual, transport TVL and incentives to each other
(3) WLFI cooperate with Ethena to integrate Susde into the lending market
Unlike the previous Stablecoin War, this round of stable coins obviously held the trend, which is more stable and sophisticated than the impulsive boys in the previous cycle.
The stabilized currency mining mechanism of the USUAL embedded multi -party game is similar to the underlying 1 -3 underlying logic of the DEFI Summer’s POOL1 -3. The difference is that the 1 RWA concept 2 game model further refined 3 Binance and other partners to provide a large amount of liquidity exit.
The cooperation with Ethena is conducive to the expansion of USD0. Early high -speed TVL growth depends on the price of currency and increases currency price -& gt; pull tvl -& gt; token pledge income is enhanced.At this time, the inflection point may be ushered in, and the final tokens are gradually balanced with TVL to form a reasonable return that approaches the market.
The other X factor is the external stimulus (given that RWA’s unique policy dividend in this cycle) may once again stimulate the price of currency to drive a new round of growth in TVL.
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2/ Resolv TVL has increased by nearly 400% in the last 2 weeks
(1) Delta neutral stabilization coin protocol similar to Ethena is the core difference in the introduction of RLP, which is the risk of absorbing market fluctuations. It is a insurance layer between USR and underlying assets.
(2) If the mortgage pool suffers from losses (such as loss of funds or accidental losses), these losses are first borne by RLP without affecting USR holders.
(3) In order to motivate users Mint RLP, RLP users will get higher profit sharing as compensation for the risk of the market and opponents.
(4) The design of RLP and USR is equivalent to users with risk grading facing different risk preferences.
(5) In the future, Resolv will be launched on HypeRevm
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3/ FRAX recasting
(1) FRAX cooperate with Symbiotic
(2) Vefrax multi -income structure
(3) The proposal uses BUIDL BUIDL as the mortgage of FRAX USD
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4/ Superchain narrative
(1) Ink developed by Kraken online adds the super chain
(2) Dinero launched the first LST onk on the INK
(3) Velodrome will integrated into Ink in 2025. Ink has purchased and locked the 2.5M Vevelo Compliance Exchange to carry out its own L2. In the next few years, it will be a trend. With the success of Base, the market expectation value of INK is also very expected to be very expectedHigh, VELO, as the liquidity center of Superchain, may not be expanded by Aerodrome, which will be expanded horizontally with Velodrome to occupy other Superchain members with Velodrome strategically.
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5/ Convex and Yearn collaborated to launch a decentralized stable protocol ResUpply
(1) REUSD: Stable coins generated by the borrowing market as a mortgage, such as the stable currency voucher in the Curve Lend and Frax Lend.
(2) Leverage support: through the built -in leverage cycle function
Classical doll from old Defi.
6/ GammaSWap Yield token is about to be completed, and sent to the audit
The Gammaswap track is cut in from the unusual losses of hedging, and the LP Token is borrowed / split and reorganized. At the same time, the profit and loss curve similar to options is achieved.
7/ Ethena’s new proposal on integrating Derive options and sustainable futures has now been released on the governance forum
(1) If it is approved, Derive will become the chain hedge and basic trading venue of the $ 6 billion TVL part of Ethena.
(2) Derive is one of the few option trading products on the chain. If you can get better liquidity through Ethena, the competitiveness will greatly improve.
8/ Aptos to change coaches, MO said that it has not sold any APT, the new CEO will pay more attention to the development of DEFI
9/ babypie The liquidity of MBTC-BTC on multiple chains and DEX
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10/ FLUID extend to Arbitrum
Import $ FLUID into the Arbitrum network and implement growth incentive measures
At present, one of the most efficient DEX, the expansion of L2 will capture a larger transaction volume
(1) Avalanche Foundation Start the Infrabuidl (AI) Plan
(2) LFJ is about to launch the DEX polymer on Avalanche
(3) Morpho Labs proposes to deploy core intelligent contracts to multi -chain
(4) SONIC online main network, token conversion, AAVE integration, some ecological projects
