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UNI+3.48%
Products not new but combo of good ones - shared liquidity for dex, lending, perps (fluid) - yield stable - internal demand for stable Redistribution funded by User 1 salaries (with yield) 2 stable stakers (yield surplus) 3 holders (ft buyback) 4 put option for ICO participants
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Andre Cronje's raise has pmf In 2025, Investors & Andre have the same business model: Raise privately to earn & deploy with downside protection, some upside In 2020, he farmed too but would tap into onchain capital, users with higher risk(reward) Anyways curious about products
DEX Design is logical - Underlying Pool with constant, concentrated liquidity (Uni) - Clob, aggregator for more efficient swaps/order on top - adjust fees on demand (like launchpads with uni hooks) Only issue: passive Amm liquidity makes less fees, requires Return from lending..
Hence this solid lending approach - spins up markets for Amm pairs to offer yield/leverage - shared markets for top assets (to be cross-margined), isolated markets for others to separate risk - debt-netting to offer higher utilization - variable Rates based on utilization
perp dex (best pmf today) - uses own stable, internal Price for Oracle & DEX liquidity for liquidations - is opt-in settlement for Protocol lps My first Qs „Will LPs lose Money? Oracle be manipulated? Liquidity be enough?“ are addressed in faq but worth watching in real time
Full DeFi Product suite Since they raised 200m from private investors, offer up to 800m for others, all get same price & put option, no vesting, should be able to buy & sell into hype/at cost. Would be fun if competitor bought 800m & insta sold, thereby reducing working Capital
Interesting is definitely also the revenue Split and whether that’s good (enough) for adoption, growth or requires readjustment Foundation 40 Team 20 Ecosystem 20 Incentives 20 *Fwiw it‘s fun to check new Models, mechanisms. send me more pls
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