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DeFi Maxi • Building cool things with cool people • @beets_fi prev @balancer
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Is the StS Airdrop Strategy even more profitable?
The basics are clear:
✅The @SonicLabs airdrop hits today.
✅You’ll receive 25% liquid $S
✅You'll recieve with 75% locked in a vesting NFT (fNFT).
✅@paint_swap's orderbook lets you list your fNFT to exit early.
✅Naturally, bulls will use their liquid S to buy vesting S at a discount.
But a more advanced strategy is circulating, one that could potentially increase profits.
𝐓𝐡𝐞 𝐀𝐝𝐯𝐚𝐧𝐜𝐞𝐝 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲
Instead of just holding or buying discounted fNFTs:
1⃣Mint StS with your liquid S (~4% APR).
2⃣Supply StS on @SiloFinance for an extra ~0.6% APR and Silo points.
3⃣Borrow S against your StS collateral (cost: max 8% APR, but you earn additional Silo points).
4⃣Use the borrowed S to buy discounted fNFTs.
You’re now effectively leveraging your S to gain:
✅Exposure to vesting S at a discount (same as basic strat)
✅#SONIC points (from borrowing S)
✅Silo points (from supplying StS and borrowing S)
✅StS staking yield and supply yield on Silo
𝐁𝐮𝐭 𝐈𝐬 𝐈𝐭 𝐌𝐨𝐫𝐞 𝐏𝐫𝐨𝐟𝐢𝐭𝐚𝐛𝐥𝐞?
Let’s compare:
Simple Strategy:
Gain = fNFT discount APR
Advanced Strategy
Gains:
1⃣StS staking yield
2⃣StS supply yield on Silo
3⃣Sonic points (from supplying and borrowing)
4⃣Silo points (from both supply and borrow)
5⃣fNFT discount APR (slightly lower due to LTV < 100%)
Costs:
1⃣Borrowing S (~5% APR)
2⃣Small opportunity cost from limited capital efficiency (LTV-dependent)
In short:
𝐈𝐬 𝐭𝐡𝐞 𝐯𝐚𝐥𝐮𝐞 𝐨𝐟 𝐒𝐨𝐧𝐢𝐜 + 𝐒𝐢𝐥𝐨 𝐩𝐨𝐢𝐧𝐭𝐬 𝐠𝐫𝐞𝐚𝐭𝐞𝐫 𝐭𝐡𝐚𝐧 𝐭𝐡𝐞 𝐧𝐞𝐭 𝐜𝐨𝐬𝐭 𝐨𝐟 𝐛𝐨𝐫𝐫𝐨𝐰𝐢𝐧𝐠 𝐒 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐦𝐢𝐧𝐨𝐫 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐜𝐨𝐬𝐭?
We don’t know yet.
Once the airdrop lands today, you can expect data-driven threads from me (follow me @remember_the_n)
breaking down:
➡️How much Sonic points were worth in s1 and expected value in s2
➡️Actual APR comparisons between strategies
Until then, it’s theorycrafting, but potentially profitable theorycrafting.
Shout out to some wizzards who I've seen talk about the strat. Let us know if you have an EV for the points:
@0xSouvlaki (first one I saw talk about it)
@YJN58
@SiloIntern
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Concentrated liquidity, on easy mode.
16.7. klo 22.03
Readjusting CLAMMs (reCLAMMs): A passive approach to concentrated liquidity
Today, we’re introducing the natural evolution of automated liquidity management for CLAMM pools 👇
✅ Self-readjusting
✅ Trustless
✅ Fungible
✅ MEV-resistant
Here’s all you need to know🧵
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