第一天研究
@River4fun @RiverdotInc #RiverPts
结论如下,如有不对,请指正!感谢。
数据:
1. yt-satUSD 每天 ≈ 1.2–1.8 River Points(25xreward )
2.rpt 自抵押年化 32%
3.自抵押satUSD+挖矿,1面值挖矿效率=1yt
4.lp挖矿年化各池子均为超过32%,暂不考虑
当前市场价格:yt=0.02563u river point=0.01872u
1u=0.9247 satusdt+
课题:
如果假设pts价格稳定,希望每天生产100个pts,三种方案各需要准备多少钱?
结论:
1. 1.7u
2.2130u
3.3000u
方案优缺点:
1.需要等到赛季结束才能结算,获取收益时间可能还要晚于嘴撸。卖不到好价格,时间成本较高。
2.随时可以卖出,有本金损失风险
3.无任何本金损失可能
4.LP方案可能有惊喜,取决于代币成交量,结论较不可控。
方案1如果希望实用pendle循环贷策略,成本还能进一步实现数量级的压缩.
所以。我对推特上说的买pts更划算的结论,不是很理解
本人是river新人,以上结论如有不足,欢迎指导。


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