30 years are way too many (and probably too risky to bet on any defi protocol) - imo you're more like betting there will be good exit liquidity when you want to exit.
Читать полностью…some investors that where locked in s liquidity pool where given the option to swap their LP for FXB 2029. many swapped and then sold on the open market, causing the price to dump. thn the smart money came in and picked up cheap bonds.
Читать полностью…Frax captures all the profit after yield is paid out to the savings tokens (e.g., sfrxusd, sfrxeth). There's also value above just the cash flows. Frax will have a similar role in the Frax ecosystem as eth does in ethereum. Frax will be the gas token, staked for validators, the way to pay for .frax names.
I suggest listening to the recent flywheel interview and reading the vision roadmap (pinned). Sam explains it much better than me.
dTRINITY have just put limits on the amount of FRAX related assets it can take as collateral due to lack of liquidity, is there any way the FRAX team can increase the liquidity in some of the pools, ideally the TriFXS pool.
Читать полностью…Where's the value accrual to FXS though? in the 100% CR model, the seigniorage is not there. Even sFrax captures more value
Читать полностью…dTRINITY are currently looking at adding FXB to there asset list for loan collateral , so that could be another option
Читать полностью…Wishing all Fraxmalists a Merry Christmas and a Happy New Year!
Wrote a short recap of Leviathan new's Podcast Feat. Sam discussing the Future of Frax and Ethereum.
https://x.com/ETHuncho/status/1871371325140599291
Where is the risk that comes with all this large apy? I don't see it.
Unless I guess the pool depletes and there's no exit liquidity?
OK got it, thank you.
I'm trying to understand what's the catch of buying a bunch of 2055 ones via auction and then stack them on that concex/curve pool for 30-40% apy and the balizilion of points. And then I can pretty much anytime exit.
Sounds too good to be true so I'm trying to figure out if there's something I'm missing.
Where are these? I only see/know of the curve pools.
Unless you mean "stacking lockers" section at the frax UI? I see a 2027 one there.
Got it, thank you. Can you please elaborate on "locked"? You don't refer to one of the curve liquidity pools I assume right? Because to my understanding none of that is locked.
Читать полностью…Hi all, I'm educating myself on FXBs. Curious, what was the event that caused the mini crash of the 2029 one from 0.77 to 0.29? Then 4mo to recover.
Читать полностью…the FRAX protocol offers many ways to invest. personally i like to hold FXS and some FXB bonds. you should take a look around the app and see what attracts your interest and we would be happy to answer any questions you have.
Читать полностью…https://discord.com/channels/1238531679933436004/1248764987632128152/1320887431003770911
Читать полностью…100%
I believe 2025, at least partially, is the last year FXS is a 2 digit token.
I believe we're destined to break $100 this cycle.