
🐸 MEME alchemist / Building Secure And Decentralized Freedom With A Touch Of Humor. @protocol_fx @FX100perp $fxUSD $FXN $FX100 https://nitter.cf/t.co/J5o6JEhu2T 👈🏼
Joined February 2022
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MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
Top 5 net yields at max leverage on Tangent right now 👇
It looks like it’s DeFi stablecoins season with @protocol_fx, @ResupplyFi, @LiquityProtocol, and @InverseFinance!
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
Zero liquidations at f(x).
Markets can be brutal. Your leverage shouldn't be.
Built for survival. Built for markets like these.
There’s a new sherrif in town on @CurveFinance. Adios 3pool!
ethereum:0x085780639cc2cacd35e474e71f4d000e2405d8f6
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
Volume is currently pouring massively into here we go again !
16M 24h 💚🐸
Rank 32
fxusd.club
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
Good volumes!
fxUSD/USDC is the most traded pool on @CurveFinance right now.
$57M in 24 hours. More than the next five pools combined.
fxUSD Peg: $1.001
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
More insane opportunities for yield-enjoyers via @protocol_fx! (see below!)
Recently did a big article + #FrenchChart on their fxSAVE-Morpho-Looping opportunity (will link in next tweet)...
But the Pendle market + incentives stuff below may be just as cool :)
And again, all of the opportunities are built upon the underlying fxSAVE architecture and the organic 6-9% yield it is generating (some of the best actual PMF-driven organic stablecoin yield in crypto, I would add).
But yeah...
This is just one W among many vis a vis @protocol_fx to touch on...
As they've been killing it across the board as of late:
- Massive TVL growth
- Massive $fxUSD supply growth
- Mega-high $fxUSD volumes on Curve
- Tons of new partnerships
- @FX100Perp's ongoing testnet success
- And tons of other stuff too numerous to mention here!
So yeah, will link to more in subsequent tweets but if you are a Pendle-lover or yield-enjoyoor make sure to check out the below! :)
Fresh extra incentives have been added on @pendle_fi
YT-fxSAVE is now earning 1,034% APY.
Get YT-fxSAVE: app.pendle.finance/trade/mar…
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
While $1.54B got liquidated across crypto yesterday, f(x) had zero
It rebalanced positions before the wick finished the job
Liquidation brake + oracle pricing
Protection that actually works😉
Rough night for the whole industry. Thoughts with everyone affected by the @binance hack, and good to see the team commit to covering all user losses.
For anyone checking in on f(x): $1.54B was liquidated across crypto in 24 hours. Liquidations on f(x): ZERO.
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
$54M of fxUSD traded in the last 24 hours.
The market wanted fxUSD today.
On $8.1M of liquidity, that's the pool turning over more than 6x in a single day.
LPs on Curve are now earning 14.37% APR.
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
I'm a fan of both! yodl and @protocol_fx !
Bought matcha in Vietnam with fxUSD by @protocol_fx.
The barista still received VND.
Use yodl to pay anywhere, with anything.
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
Cost of carrying a leveraged ETH or BTC long today:
Aave, borrowing USDC on Ethereum: 10.4% APY
f(x) xPOSITION: 0% funding
Borrow $1M and pay ~$104,000 a year on Aave, or $0 on f(x).
Choose smart: fx.aladdin.club/
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
The latest incentives from @VotiumProtocol and @StakeDAOHQ VM2 have been harvested ✅
🔒$CVX Locked: 3,084,244
🧑🌾$CVX Harvested: 6,283
🏦$CVX Deposited in the Furnace: 4,398
🔥 ethereum:0xf05e58fcea29ab4da01a495140b349f8410ba904 Burned Daily: 466
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
Same ethereum:0x7743e50f534a7f9f1791dde7dcd89f7783eefc39 but elevated on Pendle, with up to 64% APY up for grab 🔥
宝子们同一个 fxSAVE 到了 Pendle 上被拆成三种玩法,数字从 6.7% 到 64%,跨度拉得很大。
还是那句话这个数字第一眼确实容易上头,但先别急着选,越是夸张越要冷静!把底层看清楚,再决定往哪边站。
先看收益从哪来。
fxSAVE 本身是自动复利加 Delta Neutral 策略,连接 fxUSD/USDC 稳定池,收益来源主要是 xPOSITION 相关费用和储备收益,不承担传统方向性交易敞口。
换句话说,它不是靠赌行情方向赚钱,而是靠策略结构和协议运转产生回报。
当然,Delta Neutral 不等于没有风险,智能合约漏洞、稳定币脱锚、市场机制失效,都在需要评估的范围内。
这次的新市场,是 @protocol_fx 在 Pendle 上开的 fxSAVE 池,到期日 2027 年 4 月 29 日,LP 和 YT 都加了 FXN 激励。
同一个底层资产,被做成了三种不同预期的产品。
PT 显示 6.7% 固定回报,持有到到期日,拿的是市场隐含的确定收益,适合对收益有明确预期、不想承受波动的资金。
它的风险主要来自底层协议和市场本身。
YT 显示 28.45%,最高能拿到 31 倍收益敞口,本质是押注 fxSAVE 未来收益超过市场预期。
预期兑现,收益被放大;收益或者激励不及预期,买入的 YT 也会亏损。
倍数越高,这个赌注越重。
LP 显示 64%,做市赚取交易手续费,叠加 FXN 激励,数字最漂亮,但承担的东西也最多:流动性变化、价格波动、收益波动,都要一起扛。
而且这个 64% 要拆开看——里面有多少来自 FXN 奖励,激励能持续多久,市场成交量撑不撑得住,才是决定实际回报的关键。
还有一点要记住:页面上的 APY,是按当前条件估算出来的年化数字,不代表接下来半年都能保持这个水平,更不等于最终到手的利润。
激励会变,利率会变,市场也会变。
所以赚 6.7% 还是冲 64%,表面是收益选择,实际是对风险的判断。
选之前,把收益来源、激励结构、市场变差时自己要承担多少回撤,这三件事想清楚,再决定站哪边。@quipnetwork
Oh my word. @protocol_fx $fxUSD $USDC LP on @CurveFinance is the top pool in volume traded BY A MILE! Nearly $41 million!
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
fxUSD is now tradeable on @Uniswap.
Uniswap v4's new Aggregator Hooks wrap existing fxUSD's liquidity, so you can swap it directly on Uniswap.
Same deep liquidity, one more front door: app.uniswap.org/swap?chain=m…
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
42% APR on USDC. No, that’s not a typo.
→ Deposit USDC into fxSAVE (6.35%, autocompounding)
→ Borrow USDC against it on Morpho at 2.34%
→ 🔁 🔁 🔁 up to 10x
All in one transaction.
Links in the next tweet 👇
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
If you've been waiting for a nice little pullback to take an $FXN position this is likely a good one...
I try not to talk about price that much and just focus on ze fundamentals, but I firmly think this is the most asymmetric r/r in crypto right now...
$204M TVL vs
$3.8M market cap(!)...
And that is for one of the most interesting projects in defi currently-
With a proven, battle-tested, and extremely well-respected team-
With clear PMF, generating legit organic revenue from its operations-
At the forefront of the stablecoin + privacy + perps narratives-
With an insanely cool new defi primitive @FX100Perp in the final stages of testnet...
Obviously I'm bias because I work with them, but at the same time- I chose to work with them specifically because of all of the above :)
But yeah...
No degree of abject wordcelism can properly convey my boolishness and I will be accumulating as much as I possibly can at these prices as it should be VASTLY higher 💪







































