Tiger Park
Created on 2023-02-13 17:05
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Arbitrum
BlockBeats news: On February 17th, Arbitrum Eco-income Index and strategy vault agreement Arbitrove will launch Token TROVE governance in Camelot's Launchpad at 22:00 Beijing time on February 17th. Twenty per cent of the 1bn TROVE will be offered to the public at a starting price of $0.0025 per Trove. At the suggestion of the community, the project team decided to implement a $100,000 (60 ETH) maximum cap for each Launchpad address participating, and to cancel the planned $2.5 million hardtop (the maximum amount raised) to prevent sniper robots and whales from sniping at its Token public sale. In addition, the project said that if it raises more than $2.5 million, more than half of the funds raised after $2.5 million will be used to deepen Protocol Owned Liquidity on Camelot. The ALP, the first index of the Arbitrove agreement, is a basket of select blue-chip tokens, such as GMX, MAGIC, and GRAIL, that generate revenue for users with a variety of strategy deployments. In the future, the Arbitrove agreement will add more indexes, including specific ecosystem indexes, such as GMX Ecosystem Index, GameFi Index, and specific strategy indexes, such as Ethereum Liquidity Pledge Derivatives (LSD) strategy Index.
2023-02-17 11:40

Following GMX, Arbitrum Eco has ushered in a big hit DEX protocol Camelot. Different from GMX, Camelot puts more emphasis on guiding liquidity for new projects, showing a larger imagination space, and building a fast track for the booming development of Arbitrum ecology. With the rising popularity of the Arbitrum ecosystem, Camelot's native Token is also going high and will Launch several new projects and agreements in the near future. What are some of Camelot's institutional innovations? What are the projects worth paying attention to in the near future? BlockBeats has a brief look at this.


Camelot, Arbitrum's DEX dark horse


Camelot is an ecosystem-centric and community-driven DEX that allows liquidity pool builders and users to leverage its custom infrastructure to achieve deep, sustainable and adaptable custom mobility. Camelot supports the launch of a new agreement on Arbitrum and provides it with the tools to initiate, direct and sustain growth liquidity.


Mechanism introduction


Through Camelot's unlicensed "Nitro Pools," projects have complete control over their incentives and have relatively flexible options to establish the exact type of liquidity they need to grow. In addition, Camelot's custom Launchpad is also unlicensed, allowing projects to issue tokens and channel more liquidity.


Camelot uses a dual AMM model to support both volatility and stability Token pair trading. Volatile trading pairs were composed of uncorrelated assets based on the usual UniV2 model using the standard constant product formula, while stable trading pairs were composed of linked or correlated assets with conversions kept in a 1:1 ratio using the Solidly curve. In addition, the transaction pair on the protocol uses dynamic targeted fees, which set different fees for each pool of funds and can be defined differently depending on the direction of the transaction. This new AMM mechanism enables Camelot to offer more customised and tailor-made pool configurations for specific transaction pairs.



Each project launched on or in partnership with Camelot AMM can assign a specific trading rate to its LP to suit its own strategy. The team also plans to offer direct control over its own Token transaction costs for partnership agreements, with each Camelot LP able to select its own type of service based on the expected price level of its Token transaction pair.


Another Camelot innovation is the introduction of a liquidity approach based on NFT pledge positions, where each Camelot LP can mint pledge positions spNFT by packaging its own LP tokens. This interest-bearing position is an additional layer of value on top of ordinary LP Token. It provides LP Token holders with more new application scenarios in other DeFi protocols besides Camelot, such as lock-in to improve returns, introduction of custom pledge strategy to improve capital efficiency, etc.



Tokenomics


Camelot is based on the GRAIL and xGRAIL dual-coin systems. GRAIL has a total supply of 100,000 pieces, and xGRAIL is a non-transferable governance Token, both of which can be used for DeFi farming. Most of GRAIL's supply is emitted as xGRAIL, giving it a high degree of control over the amount of supply on the market. Revenue from the deal will come primarily from transaction fees, which will be redistributed to xGRAIL holders in the form of actual revenue.



Camelot's upcoming Fair Launch


Nitro Cartel (February 17-20)


Nitro is the community governance protocol on Arbitrum, dedicated to guiding TVL growth throughout the Arbitrum ecosystem, In addition, it allocates member capital efficiently and transparently in Arbitrum-native income strategy and uses the new governance mechanism of Cartel to effectively promote public goods, which is always compatible with Arbitrum's zero-defI protocol. Awarded/Allocated pro rata to any token airdrop and possible ARBI token airdrop from a partner based on value added contribution to the Arbitrum ecosystem, with core values: decentralization, privacy and permisse-free innovation.


Factor DAO (Feb. 20)


Factor is an asset management protocol that will be launched in Arbitrum soon. Users can customize FactorDAO to create a vault that can access various tokens and markets to manage their assets on Factor. Users can add a variety of supported tokens to the vault. Enhanced market participation ability and asset flexibility of users, better adapt to the trading strategy and risk situation, may be a good asset management tool in the mind of traders.


JustBet (TBC)


JustBet is a decentralized game platform on Arbitrum. This platform has a "perfect" token economy, and its game relies on blockchain technology, and the result is transparent and untampered. Supra Oracles generates randomness in the game, which also ensures that the expenditure is untampered. The protocol incentivized players by providing the necessary infrastructure to allow liquidity providers to earn revenue from bets and platform fees, issue vWINR tokens, and promote ecology. BlockBeats has previously provided a detailed introduction to JustBest. For more information, please read theArbitrum Ecological spinach JustBet confirm airdrop, how to interact?"


Perpy (TBC)


Perpy is a protocol on Arbitrum that allows users to replicate transactions on the decentralized perpetual trading platform, connecting traders and investors all day long, with the aim of completely changing the accessibility of Web 3 investors to perpetual trading. Perpy allows users to generate revenue by sharing their trading strategies. Users who subscribe to your strategy pay a commission to those who follow your trading operations.

#Arbitrum#敏捷
Specials
2023-02-07 17:21

Original author: Corleone
Translated by: Leo, BlockBeats


As a highly anticipated Layer 2 solution this year, Arbitrum has many high-quality projects that require our constant attention and early understanding and experience. In the coming months, we may usher in the "Arbitrum Season". Cryptocurrency researcher Corleone has written an article on high-quality Alpha projects on Arbitrum, which BlockBeats has compiled and translated as follows:


Arbitrum Season Alpha


Arbitrum is closer than ever to the release of ARBi, and Arbitrum Season will come with the progress of various projects. Here is a high-quality project list:


GammaSwap


GammaSwap is a no-oracle volatility Dex launched on Arbitrum, where users can long volatility (gamma) by shorting LP positions and earn returns from impermanent loss.


Sentiment


Sentiment is an unlicensed on-chain credit protocol with partial collateral, allowing users to borrow and lend assets with higher capital efficiency and deploy them on DeFi. Click to learn more.


Contango


Contango is a unique decentralized market that offers futures contracts, setting prices and dates for trading assets in the future. Contango achieves this without an order book or liquidity pool.


Vertex


Vertex has unique AMM, order book combination, excellent UI/UX, long-term sustainable token economy, suitable for different types of traders.


Rage Trade


Rage Trade is a perpetual contract protocol based on the Arbitrum ecosystem. It aims to establish a highly liquid and composable Ethereum perpetual contract protocol through innovative mechanisms such as 80-20Vaults and Omnichain recycled liquidity.


Orbital


Orbital is an Arbitrum native Dex launched through a collaboration between PlutusDAO and dopex teams. It will be integrated with both protocols. There is fierce competition between Arbitrum Dex, but both teams have performed well in this field.


STFX


STFX, Single Trade Finance Exchange, is a DeFi and SocialFi protocol for short-term asset management.


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#Arbitrum#敏捷
Specials
2023-02-04 14:28
Original title: 12 Arbitrum DeFi Agreements to Watch in 2023
Original article by Q
Deep Tide TechFlow


Arbitrum, which has been called the home of the GameFi of cryptocurrencies, has also quickly become a hub for DeFi in the past few months.


Here are 12 Arbi DeFi agreements I'm keeping a close eye on in 2023:


2023 年值得关注的 12 个 Arbitrum DeFi 协议


1. Buffer Finance


An options trading application that can select four time ranges: 5m/15m/1hr/4hr. One can pledge $BFR and/or $BLP to earn real income from the fees incurred. Buffer aims to simplify options and get people into the world of options.


2023 年值得关注的 12 个 Arbitrum DeFi 协议


2.CamelotDEX


Leading Arbitrum Native DEX - launched in early December. Turnover since launch has reached $15 million, TVL $16 million and is self-funded by the community.


A DEX war is brewing in Arbitrum, and I'm watching Camelot closely as the first mover.


2023 年值得关注的 12 个 Arbitrum DeFi 协议


3.Traderjoe (New Arb)


The DeFi legend on AVAX, now joined Arbitrum, to provide liquidity. At its peak, its TVL was only a few percentage points less than Arbitrum's peak TVL for the entire chain. See what it can do for Arbitrum.


2023 年值得关注的 12 个 Arbitrum DeFi 协议


4.Rage trade


ETH perpetual contract with real income has no Token at present. It recently launched the GLP/Delta Neutral Vault and increased TVL fourfold.


Meme and a united community, which we all know is the best indicator of project longevity. There's a lot to like about R.Age.


5.Umami Finance


OG native protocols on Arbi, as many have said, UMAMI will be the biggest winner when the inevitable regulation comes.


2023 年值得关注的 12 个 Arbitrum DeFi 协议


6.GMX


GMX dominates the market in Arbitrum DeFi, accounting for nearly 40% of total TVLS.


I'd love to know:


1. How do you maintain this dominance?

2. How does it solve the cost problem?

3. What will happen to $GLP network effects if something happens to GMX?


Let's hope for GMX 2023.


2023 年值得关注的 12 个 Arbitrum DeFi 协议


7.PlutusDAO


Plutus 超级有趣。他们拥有大量的 ve Token 供应:DPX ~13%、SPA ~41%、JONES ~49%。


This means that in most cases, they can influence governance votes to their advantage, which in turn creates value for the holders and users of their ecosystem.


8.Dopex


Dopex is not an experimental product, it has been market tested and continues to innovate. The TradFi options market is huge, and DOPEX is trying to capture some of that market share.


9.Orbitaldex


This is a DEX constructed from Dopex and PlutusDAO. I told you there was a Dex war brewing at Arbitrum, and Orbital was ready to take on Camelot.


2023 年值得关注的 12 个 Arbitrum DeFi 协议


10.STFX


Monetize your trades by creating a vault that others can invest in. If the trade makes a profit, you will receive a performance fee, while those who invest in the vault will receive a percentage of its profits.


If STFX could get more attention, there could be a lot of growth!


2023 年值得关注的 12 个 Arbitrum DeFi 协议


11.Perpy Finance


This is STFX's SocialFI competitor and is currently in beta. In 2023, Arbitrum will have Dex war and SocialFi War, competition makes builders build better.


2023 年值得关注的 12 个 Arbitrum DeFi 协议


12.Vela Exchange


The new perpetual trading platform is coming to Arbitrum, with a public beta version going live on January 18. The program specifically dropped the airdrops to those who participated in the test. Look forward to the upcoming marketing plan.


Arbitrum TVL added $600 million to $1.2 billion in the second half of 2022. I think Arbitrum's good performance in 2023 will be to continue to move toward $2 billion. There is still a lot of capital and appetite in this market, and I think the Arbitrum of 2023 is the dish that will attract them.


Original link
#Arbitrum#DeFi#敏捷
Specials
2023-01-04 15:00
Arbitrum DeFi Ecology: Innovative Real Revenue Agreements and Remoras on GMX
原文作者:Morty, 深潮 TechFlow


According to nbsp; DeFiLlama  Data show that Arbitrum's total lock-in value (TVL) in Layer2 ranks the first, for $1 billion. Of course, such excellent data is due to Arbitrum's ace protocol GMX.


Arbitrum DeFi 生态一览:创新性真实收入协议和 GMX 的「䲟鱼」们


Currently, GMX has a total locked-in value (TVL) of $415 million. According to Nansen's Gas Tracker, GMX is comfortably number one in Gas consumption. Therefore, Arbitrum has also appeared an interesting phenomenon -- DeFi innovation explodes, and most DeFi innovation focuses on GMX.


Arbitrum DeFi 生态一览:创新性真实收入协议和 GMX 的「䲟鱼」们


Next, this paper will select 9 potential DeFi protocols deployed on Arbitrum for decomposition.


TVL above 10M  


Dopex


Dopex is a decentralized European option agreement that is designed to maximize liquidity, minimize losses for option sellers, and maximize gains for option buyers. It is the passive provision of liquidity income by liquidity contribution participants.


To achieve this, Dopex is architecting two products, Single Staking Option Vaults (SSOV) and Straddles.


Based on   SSOV, the user has three options to buy a call/put option, or an option. Vaults  Provide liquidity and charge people to buy options.


And   Straddles  The function of "Straddles" allows users to profit from volatility, meaning users can profit on both upside and downside, or users can provide liquidity to Straddles for a fee.


Arbitrum DeFi 生态一览:创新性真实收入协议和 GMX 的「䲟鱼」们


In the Dopex product ecosystem, there are two tokens, namely DPX and rDPX.


DPX  Is a limited supply of governance tokens that accumulate fees and revenues through pools of liquidity, repositories, and escrow accounts. In addition, Dopex uses veToken governance model.


rDPX 是给补偿期权卖方损失的回扣 Token 。它可用于铸造合成资产,如指数基金和股票等。


Dopex currently has a total locked-in value (TVL) of $22 million and a Token market cap of $56 million, and is now officially announced to be deployed on Polygon.


Link: https://www.dopex.io/


Camelot


Camelot is a decentralized trading platform built on Arbitrum that focuses on long-tail asset trading.


To achieve ample liquidity in long-tail assets, Camelot has launched a product called Nitro Pools. Nitro Pools allows other co-op agreements to selectively allocate rewards to LP through spNFTs by setting parameters such as minimum LP amount, time lock, or whitelist, and so on. In other words, eligible LPS can get higher rewards.


Another feature of Camelot is that it uses dynamic and targeted exchanges to charge fees on a per-pair basis. For example, set a 0.01% purchase fee and a 2% exit fee. This will help stabilize volatility during extreme events. Dynamic fees allow the implementation of a system based on fluctuations in individual currency pairs. Camelot has designed the product to be friendly to other partnerships.


另外需要注意的是,Camelot 的原生 Token Grail 和 xGrail 的转换机制也比较特殊。xGrail 是生息资产,可以获得协议分红和加速挖矿速度,但它不能交易和转让。xGrail 持有者想要退出,则需要等待最少 15 天(2 xGrail:1 Grail 兑换),最多 6 个月(1 xGrail:1 Grail 兑换)的退出期。


Currently, Camelot has a total locked-in value (TVL) of $17 million.


Link: https://app.camelot.exchange/


Rage Trade


Rage Trade expects to build the most liquid ETH Perp and Arbitrum the most profitable stablecoin farm.


ETH perp  Powered by Uniswap v3, it provides users with a 10x leverage perpetual contract service by injecting Omnichain circulating liquidity into 80-20 vaults. The 80-20 vault is the liquidity source of Rage service. Users can provide liquidity to the vault by depository TriCrypto LP Token, ETH and USDC. 80% of the funds will be deposited into agreements such as Curve, GMX and Sushi to capture fees. 20 per cent to provide liquidity for Rage Trade.


The Delta Neutral Vault Stablecoin Farm provides liquidity to GMX with a neutral strategy to earn ETH rewards from GMX. Vault also implements hedging strategies on Aave + Uniswap, offering both risk-free and low-risk stablecoin pools.


Rage Trade currently has a total lock-in value (TVL) of $13.5 million, and no tokens have been released for this agreement at this time.


Link: https://www.rage.trade/


PlutusDAO


PlutusDAO is a governance aggregator on Arbitrum, similar to the Convex to Curve, which expects to capture value by participating in the ve governance of other agreements. Today, PlutusDAO has partnered with GMX, Dopex, Jones, and Sperax.


In product design, PlutusDAO constructs two types of assets, called plsAssets and plvAssets.


plsAssets  In relation to governance aggregation, maximizing liquidity, and rewards for users, users deposit assets (Jones, DPX, SPA) into PlutusDAO, which permanently locks these assets as Vetokens to be returned to users in the form of plsToken.


plvAssets  Is a vault product established to facilitate user use and maximize rewards. It also provides composability for other protocols. Users can deposit GLPS into the vault, convert them into PLVGLPS, and PLVGLPS can receive the vault's ETH compounding rewards and PlutusDAO's native Token rewards.


Currently, PlutusDAO has a total lock-in value (TVL) of $11 million and a Token market value of $2.9 million.


Link: https://plutusdao.io/


TVL below 10M  


Jones DAO


Jones DAO is a Yield, strategy, and liquidity protocol that features one-click access to institutional-level DeFi policies.


The Jones DAO is aimed at three types of users:


1. Users who do not want to actively manage their policies or who want to adopt the strategies of professional DAO strategists;

2. Users who wish not to lock up assets but to keep their deposits liquid;

3) The DeFi agreement, which seeks to earn extra revenue without having experts in Treasury management;


After the asset is deposited, the Jones DAO will provide a Jasset to the user, who can also use jAssets to earn additional revenue in other agreements.


Currently Jones DAO has a total lock-in value (TVL) of $3.74 million and a Token market value of $7.36 million.


Link: https://app.jonesdao.io/vaults


UMAMI


Umami, "Yearn on Arbitrum", released the V2 product after the V1 failed. In the V1 version, Umami used GMX as the bottom layer to capture around 20% of the revenue for the user's USDC by participating in the stablecoin portion of GLP, but the end result was that it failed in the huge fluctuations of ETH. However, the agreement reimburses the user for all damages.


Today, users receive 50 percent of the agreed revenue by pledging the Umami Token, paid in the form of WETH at an annualized interest rate of about 2.7 percent. (At present, these proceeds are generated from funds held in the agreement Treasury.)


On December 9th, Umami released the GLP Vaults  V2 Backtest data. The data is displayed in the Vault:


Annualized return on final strategy: 26.67%

Annualized return on benchmark strategy: 11.8 percent

Worst case loss: -4.55% (including trader PnL)

Average maximum Delta Risk: -1.29% (standard deviation 2.10%)


At the moment, Umami has not officially launched any new products under the agreement. Umami confirms, however, that DeFi Yield Vaults will be available in Q4 this year, offering USDC, BTC and ETH revenue services.


It's worth noting that USDC publisher Circle is also a partner with Umami. Currently, Umami Token is valued at $23 million.


Link: https://umami.finance/


GMD Protocol


GMD Protocol is an Arbitrate-based yield optimization and aggregation platform with products based on GMX and GLP designs that allow users to deposit WBTC, WETH, USDC in a Single Coin Staking vault while using those assets to buy GLPS, Then GLP income based on professional strategy is distributed to the pledgee.


The Staking staking staking staking staking has the advantage of eliminating the impermanent losses that customers would otherwise face if they purchased GLPS directly, and after staking the staking pool, they will harvest the gmdToken and participate in other DeFi operations.


GMD  Is the native Token of the GMD Protocol. The GMD pledge, while bearing the risk of GLP impermanent losses, also benefits from the loss of the GMX trader. The Staking staking staking staking staking will receive a percentage of the depositor profits.


In addition, there is another Token in the GMD Protocol ecosystem called   esGMD. esGMD will be used for OTC exchange of tokens when the GMD Protocol cooperations with other protocols. The tokens exchanged with esGMD will be returned to the GMD pledge. The esGMD pledge will also receive a higher share of the agreed income.


Otherwise, in the future of the Staking agreement, ESGMDs may be distributed as incentives to depositors staking insurance or to participate in bribery governance. If you want to convert ESGMDs to GMDS, you have to wait a year.


Currently, the total lock-in value (TVL) of the GMD Protocol is $3.01 million and the Token market value is $3.41 million.


Link: https://gmdprotocol.com/


Sperax USD


SperaxUSD is a 100% fully pledged stablecoin agreement, and the resulting stablecoin is called USDs. USDs can be generated by USDC, FRAX, or DAI collateral, and their competitive edge over stablecoins is the higher yield. The pledged USDC, FRAX, DAI will be sent to other DeFi agreements for revenue. USDs holders will automatically receive these benefits.


In addition to these gains, USDs holders can also head to Demeter to mine USDS-Token liquidity for higher returns. Upon redemption, the USDs holder is required to pay a 0.02% processing fee, which SperaxUSD Native Token SPA Pledge will receive. In extreme cases, the SPA can also act as a reserve for the USDs.


SperaxUSD adopts the ve governance model, and the agreement will periodically use 25% of the proceeds to buy back SPA from the market.


Currently, SperaxUSD has a total lock-in value (TVL) of $2.62 million and a Token market value of $8.77 million.


Link: https://sperax.io/


Buffer Finance


Buffer Finance is a decentralized binary options trading platform. Buffer is easy to use. All we need to do is select the strike price, expiration time, and "up" or "down" to participate in the trade, and choose the right direction. However, the Buffer platform is not liquid enough and there is no space for the whales to operate in.


In the Buffer product ecosystem, there are two tokens, BFR and BLP.


BFR  Are utility and governance tokens that can accumulate up to 30% of the fees generated by the platform.


BLP 是发行给流动性提供者的 Token ,可累积平台产生的高达 70% 的费用。


Currently, Buffer has a total lock-in value (TVL) of $110,000 and a Token market value of $1.72 million.


While Buffer's data is modest, its roadmap shows that the team is working hard to advance the protocol, so keep an eye on it.


Link: https://buffer.finance/


Other agreements


SwapFish  It is a copy of PancakeSwap, so it is not analyzed here.


Vesta Finance  It has also come into my sight. It is an over-pledged stablecoin protocol, but it is ignored because its assets are all volatile assets, such as gOHM, GLP and so on.


Mycelium (formerly TraceDAO) is also a decentralized perpetual contract trading platform, and although it also has a total lock-in value of over $10 million, it appears to have been affected by the FTX crash and announced layoffs on December 15, so it won't be covered in detail in this article.


The last


The advent of Layer2 has led to the development of more DeFi innovations due to the advantages of tier 2 Gas costs, speed, and security guaranteed by Layer1 Ethereum. This is also the main reason for the explosion of Arbitrum DeFi innovation, another main reason is the deployment of strong protocol GMX, GMX meets the needs of most of the chain traders, It has also led to the creation of spin-off products that build around GLPS -- remoras that live on the whale GMX, and remoras that fuel the liquidity of GLPS.


However, hidden worries also exist. GMX's TVL accounts for nearly 40% of Arbitrum's ecological TVL. If GMX is deployed in more chains in the future, or even learns Dydx to launch application chain, it will weaken Arbitrum's overall potential energy. Arbitrum needs to have new GMX constantly emerging.


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#Arbitrum
2022-12-23 22:00
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