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Summary: in October, more investment management strategies have come to the new overseas defi project!

2020-11-08 16:17:44 Gavin talking about defi

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Recently, I communicate with some friends who are more serious about projects , I found that everyone lacks a sense of direction , In fact, in addition to liquidity mining , There have been some new ones in the last month 、 It's been applied DeFi Direction . Just like in the process of traditional finance maturing , The proportion of institutional operation is getting higher and higher , except YFI,DeFi There have also been a variety of asset management solutions based on decentralized contracting .

So what are the opportunities and recent new projects ? This short article just makes a more comprehensive summary :

  • ETF Index :10 month Set Protocol The team released DeFi Pulse Index & Set Worthy of attention , adopt Index investment DeFi We already have 1450 Ten thousand dollars , Although it also received DeFi The impact of currency price fluctuations , But it has been shown that ETF It's a real demand scenario .
  • Revenue aggregator optimization :Rari and APY.finance Yes YFI It's been iterated , Added risk rating score mechanism ,APY.Finance Last month I raised 360 Thousands of dollars .
  • Liquidation solutions :DeFi-Saver Provide a mechanism for mortgagors to avoid liquidation ,KeeperDAO It contains 5 Asset management strategy ,B.Protocol Recently, it has gained more attention abroad .

among Index、B.Protocol Me and Gavin I'm also keeping an eye on , About 10 New opportunities for the month , We think UBI It's also a great decentralization program ,UBI It has excellent performance in acquiring new users , and DeFi Capital injection can be realized more efficiently , The convergence of the two may produce a synergistic acceleration effect . And in the DeFi in ,ETF It is also a friendly asset management tool for new coin holders ,UBI+ETF May be able to be UBI+DeFi The possibility of starting point , So we're looking at priorities Will decentralize ETF Mechanism access UBI.city, Hopefully it will bring interesting chemical reactions .

DeFi For the most part , The problem of trading and borrowing has been solved .

Even to improve the capital efficiency of decentralized exchanges and loan agreements , There are countless design improvements still being proposed , But one thing is for sure , It's no longer “ Proof of concept ” The stage of .

Trading and lending are the cornerstones of the financial system , But in traditional finance , Only a small part of it is driven by individual investors . contrary , Investors are through mutual funds 、 The involvement of intermediaries such as hedge funds or other asset management companies . Due to investors' demand for yield optimization and capital efficiency ,DeFi Now there has been a form of fund managers on the chain .

The starting point

Once the token can be traded on the chain , Funds will emerge to manage assets , But the vast majority of crypto fund management is off the chain .

Melon and Set Protocol It's the first batch of DeFi Asset management products .Melon from Mona El Isa found , It's designed for professional fund managers , But it's not on the market yet .

Set Protocol Is early DeFi An integral part of sport .“Set” It's a basket of assets , They are automatically rebalanced to predefined thresholds . Even if the price changes ,BTCETH50 set Still hold BTC and ETH Of 50/50 ratio .

Set At first it got a certain amount of attention , But the real breakthrough is 9 Month launch DeFi Pulse Index Set. Its market value is 1450 Thousands of dollars ; With DeFi The collapse of tokens , Its performance has been trapped . For all that , It can still be said that investors are widely exposed to DeFi The best place —FTX DeFi Perp Yes 200 Thousands of dollars in Hold positions .

Revenue optimizer

Such as Staked Of RAY and Yearn.Finance Several yield optimizers such as 2020 At the beginning of the year , Take advantage of DeFi Interest rate differences between loan agreements . They have had some success , But until COMP And after the outbreak of liquidity mining ,Yearn To break through the encirclement .

then ,Yearn Launched the vault , In which investors can deposit assets in an automated investment strategy . It is associated with Set The original design is similar to , But the strategy is more complex and asset specific . It's a real innovation , And it's very similar to a professional financial manager , It's just that it's transparent and on the chain .

Yearn yes DeFi The prototype of the asset manager , Several other projects are already offering services similar to asset management .

HarvestRari Capital and APY.Finance Both have similar asset aggregation and revenue optimization strategies . Harvest has some other assets and Strategies , But with Yearn There's no big difference . It has 3.5 Billion dollars in savings , however Last month, Suffered attack .

Rari and APY.finance It's the next evolution of the revenue optimizer , It simplifies the choice of strategy , And the risk scoring mechanism is introduced , So it gives investors more information .Rari There are three pool options : One is with Yearn It's like a vault ETH pool , One is low risk “ Stabilization pool ” And one that is considered high risk “ Revenue pools ”. In three pools of funds , with 5900 Million dollars in assets .

APY.Finance Last month I raised 360 Thousands of dollars , and On Thursday adopt Balancer LBP It's a token , It assigns a score to each strategy , And use that score to provide a risk adjusted , The set of revenue optimization .

Community liquidators

without doubt ,DeFi Supported by the margin position clearing robot .DeFi Saver It's one in Maker、Compound and Aave Products built on , By automatically selling some of the collateral and repaying the loan to raise the mortgage rate, users are protected from liquidation .

The cost of liquidation is high , A transaction fee is 8-13%. Of course , It's hard to know when liquidation will take place . Two projects recently launched are trying to bring liquidation related opportunities to ordinary investors .

KeeperDAO from Polychain and Three Arrows raised Seven figure funding , And appoint ren CEO(Taiyang Zhang) and Amber Group Of Tiantian Kullander As a team member . It brings together five assets , be used for “ Liquidation Compound or dYdX Position in 、 To take over Maker CDP、 To readjust SET Basket , Or in Kyber and Uniswap Arbitrage between ”.

B.Protocol It's the latest entrant , Released last week . It also has a liquidity pool , It's possible to liquidate an unencumbered position , But its real enemy is MEV( The value of mining by miners ). Increasingly, liquidation becomes gas The war .B. Protocol image DeFi-Saver The same is based on Maker above , however B.Protocol There was no mortgage program , It is “ In return for priority in liquidation , Share revenue with platform users “.

B.Protocol In the last week An agreement in Executed a flash loan , So that it can be accessed directly Maker Of oracle, This caused some sensationalism .

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