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On the whole, I think that if it is judged that the bull market will peak within half a year, the latter arbitrage model is more appropriate, because the decline will lead to higher principal/pledge income, so that the comprehensive yield will rise, and the snx/btc exchange rate will There will be rising expectations. If it is judged that the follow-up market will be long and slow, the former risk-free arbitrage is more appropriate (but the risk of margin explosion should be avoided).

From my personal point of view, the bull market has reached the top range, and the trading and mining cycle of synthetix will cause the snx/btc exchange rate to return to rising expectations soon. It is recommended to adopt the second method for pledge arbitrage.

A 🧵 领略 Franklin 的前世今生 ⬇️

#凉兮 凉兮号被封了，以后少了看耍猴的日常了，该无聊了。

币价/TVL 双双实现 500% 增长，固定利率这一“证伪”赛道又跑出来 Pendle 这老树开花的项目。固定利率？不，是利率赌场！这个行业里永远是“赌”最吸引人

I_m getting very close to finishing my Wallet Tracker Notion page with all the info you need to become an on-chain detective🕵️‍♂️

多头行情预计很快就结束了，接下来可以交易衰退了。现在的宏观环境和73年真是有些异曲同工之妙。

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