Notes

$BOLD is one of the best Decentralized Stablecoin Launch we've seen in the recent past. $BOLD's circulating supply reached 7M in the past 24 hours. - $BOLD is a stablecoin backed by WETH, wstETH, and rETH. - It is the first stablecoin with immutable contracts; collateral is not subject to change. - It is the first stablecoin that can actually deliver a more effective yield than the average interest rate paid in the borrow market. - You can borrow BOLD by depositing any of these collaterals (WETH, wstETH, and rETH) and earn yield in BOLD and ETH by depositing BOLD in various stability pools, which are currently providing over 16% APR. - Liquity V2 will pass 100% of the protocol revenues to users: 25% to $LQTY stakers and 75% to users who deposit BOLD in stability pools. - $BOLD is redeemable for ETH anytime. - $BOLD maintains its $1 peg by adjusting borrowing rates and earning yields to manage redemption risks. - LQTY V2 has signed agreements with 15+ V2 forks, which will allocate some of their token supply to LQTY V2 users (BOLD users and stakers)
$BOLD
+0%
$LQTY
-4.88%
great thread on Liquity v2 and $BOLD by a DeFI Builder 🔽
$BOLD
+0%
#Downgrades - Dec 13, 2024 • $AMPL: KeyBanc Downgrades to Sector Weight from Overweight • $BLD: Seaport Global Securities Downgrades to Neutral from Buy • $BOLD: Guggenheim Downgrades to Neutral from Buy • $DHI: JPMorgan Downgrades to Underweight from Neutral - PT $156 (from $188) • $EDIT: Stifel Downgrades to Hold from Buy - PT $3 (from $11) • $EDIT: Truist Securities Downgrades to Hold from Buy • $EGHT: Mizuho Downgrades to Underperform from Neutral - PT $2.50 (from $2.75) • $FOLD: Morgan Stanley Downgrades to Equalweight from Overweight - PT $12 (from $17) • $HGV: Barclays Downgrades to Equalweight from Overweight - PT $41 (from $44) • $IBP: Seaport Global Securities Downgrades to Neutral from Buy • $IMCR: Morgan Stanley Downgrades to Equalweight from Overweight - PT $35 (from $74) • $IMRX: Morgan Stanley Downgrades to Underweight from Equalweight • $MNDY: KeyBanc Downgrades to Sector Weight from Overweight • $NDSN: Baird Downgrades to Neutral from Outperform - PT $237 (from $294) • $NOW: KeyBanc Downgrades to Sector Weight from Overweight • $RHP: JPMorgan Downgrades to Underweight from Neutral - PT $100 • $RNG: Mizuho Downgrades to Neutral from Outperform - PT $42 • $TOL: JPMorgan Downgrades to Neutral from Overweight - PT $150 (from $166) • $VIK: Barclays Downgrades to Equalweight from Overweight - PT $49 • $WFRD: Goldman Sachs Downgrades to Neutral from Buy - PT $98 • $ZI: KeyBanc Downgrades to Underweight from Sector Weight - PT $10
$AMPL $BLD $BOLD
+0%
$DHI $EDIT $EGHT $FOLD $HGV $IBP $IMCR $IMRX $MNDY $NDSN $NOW $RHP $RNG $TOL $VIK $WFRD $ZI
Study 👇
$BOLD
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$LQTY Alpha 👇
$LQTY
-4.88%
$BOLD
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#雨中狂睡 2024-09-19 未来需要关注的一些事件?? 🔗https://t.co/MLyMknx27O 一、Helium v3升级 $HNT 1、HNT经济模型升级:消除HST排放、引入Protocol Nodes、用市场驱动的方式销毁HNT和子Token 2、Helium网络扩展:允许其他Depin项目利用Helium网络——支付HNT来使用Helium节点 3、IOT和Mobile更新 这部分,我还得再看看,写得很乱 https://t.co/WUkKxfZcbq 二、Chromia主网上线 $CHR质押将在9月24日上线。主网上线时间应该是在24年内。 https://t.co/YnUIMenSew 三、ENS v2上线 $ENS ENS v2简单来说就是就是把域名迁移到Layer2上,更便宜,再为域名加点儿互操作性的佐料。以及ENS v2还有一个很重要的升级就是「分层注册系统」(对B价影响不大)。简单理解就是:v2升级让每个域名独立记录信息和配置,独立性和灵活性更高。 想知道详细内容的,自己搜。 https://t.co/fgU5Lkch7l 四、Liquity v2上线 $LQTY Sky的转型利好LQTY的去中心化稳定B,v2升级其实影响没那么大。 PIL(Protocol incentivized Liquidity),目标是用 v2 收入确保 $BOLD 的流动性(利息收入的 25%给到 PIL)。 在 Liquity v2 中质押 $LQTY 可以获得双重奖励。一方面,你可以获得 PIL 的投票权,另一方面,你还可以获得来自 v1 的 LUSD 和 ETH 奖励。这种机制让 $LQTY 持有者不必在 $BOLD 和 $LUSD 之间做出选择。 质押的时间越长,用户的投票权重就越大,但没有锁定机制,用户可以随时取消质押,但会失去额外的投票权重。 https://t.co/vf24Tr34il 五、Kamino v2上线 $KMNO 将于今年Q4上线。v2采用模块化Vault Layer,引入自动化的单一资产借贷金库和无许可市场创建(这部分主要是针对长尾资产的)。Vault Layer还可以和外部项目合作。以及还加了一个清算功能,保护用户免受不必要的清算。简单来说,v2就是用户体验更好,产品收入可能会更高。 https://t.co/KpCxtNu8bT 六、Stack中本聪升级 $STX 简单来说,就是提升链的性能,链上能玩的东西就多了,对Stack链上的DeFi也是利好。(和Aptos合作,将sBTC引入Aptos) https://t.co/WvvkIs0RzK 七、Maple Rebrand $MPL 之前说过了,基本面不错,改名+拆分。 八、Jupiter销毁 $JUP 销毁30%的 $JUP(随着时间的推移销毁)。 九、AirDAO $AMB 推出流动性质押产品 HARBOR,应该会在 9 月上线,Token $AST $HRB $HBR 将会在十月 TGE。 具体我没看,感兴趣自己搜一搜。 十、Jito Restaking $JTO 8月29日和Fragmetric合作推出了流动性再质押Token fragSOL。已经逐步开始部署了。 十一、Ronin zkEVM Chain $RON 6月25日上的测试网,感觉还要一段时间才能上。不过意义不大,我个人觉得还是要看Ronin有没有游戏能跑出来。 十二、Uniswap v4 $UNI 这个很重要,Uni v4很牛逼,感兴趣的可以搜一搜,已经有很多人在聊这件事情。对$1INCH $COW也是利好。最近1inch团队买了很多$1INCH Token,Cow团队则是在努力推动 $COW 上线CEX。 十三、Pancakeswap v4 $CAKE 说是Q3上线,但我也不确定。v4和Uni v4类似,没甚太大意思。还有就是降部署池子和交易的Gas消耗。 https://t.co/VXnbQStz2G 最后,多关注一些上了Coinbase但没上Binance的项目吧。
$HNT
-1.6%
$ENS
+1.57%
$LQTY
-4.88%
$BOLD
+0%
$LUSD $KMNO
+8.74%
$STX
-0.74%
$MPL
-13.92%
$JUP
+1.49%
$AMB
-18.04%
$AST
-7.16%
$HRB $HBR $JTO
+3.95%
$RON
+0.44%
$UNI
-2%
$COW
-9.4%
$CAKE
-1.5%
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