
🐸 MEME alchemist / Building Secure And Decentralized Freedom With A Touch Of Humor. @protocol_fx @FX100perp $fxUSD $FXN $FX100 https://xitter.cf/t.co/J5o6JEhu2T 👈🏼
Joined February 2022
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MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
The latest incentives from @VotiumProtocol and @StakeDAOHQ VM2 have been harvested ✅
🔒$CVX Locked: 3,084,244
🧑🌾$CVX Harvested: 6,283
🏦$CVX Deposited in the Furnace: 4,398
🔥 ethereum:0xf05e58fcea29ab4da01a495140b349f8410ba904 Burned Daily: 466
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
Same ethereum:0x7743e50f534a7f9f1791dde7dcd89f7783eefc39 but elevated on Pendle, with up to 64% APY up for grab 🔥
宝子们同一个 fxSAVE 到了 Pendle 上被拆成三种玩法,数字从 6.7% 到 64%,跨度拉得很大。
还是那句话这个数字第一眼确实容易上头,但先别急着选,越是夸张越要冷静!把底层看清楚,再决定往哪边站。
先看收益从哪来。
fxSAVE 本身是自动复利加 Delta Neutral 策略,连接 fxUSD/USDC 稳定池,收益来源主要是 xPOSITION 相关费用和储备收益,不承担传统方向性交易敞口。
换句话说,它不是靠赌行情方向赚钱,而是靠策略结构和协议运转产生回报。
当然,Delta Neutral 不等于没有风险,智能合约漏洞、稳定币脱锚、市场机制失效,都在需要评估的范围内。
这次的新市场,是 @protocol_fx 在 Pendle 上开的 fxSAVE 池,到期日 2027 年 4 月 29 日,LP 和 YT 都加了 FXN 激励。
同一个底层资产,被做成了三种不同预期的产品。
PT 显示 6.7% 固定回报,持有到到期日,拿的是市场隐含的确定收益,适合对收益有明确预期、不想承受波动的资金。
它的风险主要来自底层协议和市场本身。
YT 显示 28.45%,最高能拿到 31 倍收益敞口,本质是押注 fxSAVE 未来收益超过市场预期。
预期兑现,收益被放大;收益或者激励不及预期,买入的 YT 也会亏损。
倍数越高,这个赌注越重。
LP 显示 64%,做市赚取交易手续费,叠加 FXN 激励,数字最漂亮,但承担的东西也最多:流动性变化、价格波动、收益波动,都要一起扛。
而且这个 64% 要拆开看——里面有多少来自 FXN 奖励,激励能持续多久,市场成交量撑不撑得住,才是决定实际回报的关键。
还有一点要记住:页面上的 APY,是按当前条件估算出来的年化数字,不代表接下来半年都能保持这个水平,更不等于最终到手的利润。
激励会变,利率会变,市场也会变。
所以赚 6.7% 还是冲 64%,表面是收益选择,实际是对风险的判断。
选之前,把收益来源、激励结构、市场变差时自己要承担多少回撤,这三件事想清楚,再决定站哪边。@quipnetwork
Oh my word. @protocol_fx $fxUSD $USDC LP on @CurveFinance is the top pool in volume traded BY A MILE! Nearly $41 million!
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
fxUSD is now tradeable on @Uniswap.
Uniswap v4's new Aggregator Hooks wrap existing fxUSD's liquidity, so you can swap it directly on Uniswap.
Same deep liquidity, one more front door: app.uniswap.org/swap?chain=m…
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
42% APR on USDC. No, that’s not a typo.
→ Deposit USDC into fxSAVE (6.35%, autocompounding)
→ Borrow USDC against it on Morpho at 2.34%
→ 🔁 🔁 🔁 up to 10x
All in one transaction.
Links in the next tweet 👇
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
If you've been waiting for a nice little pullback to take an $FXN position this is likely a good one...
I try not to talk about price that much and just focus on ze fundamentals, but I firmly think this is the most asymmetric r/r in crypto right now...
$204M TVL vs
$3.8M market cap(!)...
And that is for one of the most interesting projects in defi currently-
With a proven, battle-tested, and extremely well-respected team-
With clear PMF, generating legit organic revenue from its operations-
At the forefront of the stablecoin + privacy + perps narratives-
With an insanely cool new defi primitive @FX100Perp in the final stages of testnet...
Obviously I'm bias because I work with them, but at the same time- I chose to work with them specifically because of all of the above :)
But yeah...
No degree of abject wordcelism can properly convey my boolishness and I will be accumulating as much as I possibly can at these prices as it should be VASTLY higher 💪
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
40% APR on USDC.
Here's the loop:
→ Deposit USDC into fxSAVE (6.5%, autocompounding)
→ Borrow USDC against it on Morpho at 3.85%
→ Repeat to 10x
All in one transaction, thanks to 9Summits
$8M USDC ready to borrow 👇
swap.9summits.io/?chain=eth&…
Simply boolishhhh
@protocol_fx x @FX100Perp coded
Check the stats and realize, it’s not hard to see
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
The appetite for risk will always be there, that’s why #FX100 will be successful.
Besides, you have 15 minutes. 🐸😉
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
Q4
Oui madame
🔴🔴🔴
🔴🔴🔴
🟢🟢🟢
FX100 race season is on. Six weeks, six rounds.
guild.xyz/fx100
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
Your ETH thesis can survive a selloff
your leveraged position needs a way to survive it too
Smaller exposure if the market recovers beats watching that recovery after your trade is gone
Just use @protocol_fx
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
Its hard to put a finger on it...
But I feel as if some weird sense of nihilistic listlessness has crept into society over the last few years...
Likely due to AI...
Its weird...
On the one hand... people feel as if they have been massively empowered by LLM's on a personal level...
Claude/ChatGPT/Grok can help you start a new business, walk you through fixing up your house, make an AI movie from scratch, literally all these crazy things...
However... on the other hand...
AI seems to be unraveling society at a rapid pace...
Which makes it far harder to formulate and pursue concrete plans and goals...
So as a result people paradoxically have less of an internal locus of control despite this increased sense of personal empowerment...
Its like that quote:
"AI will create an internet of ghosts, not of people..."
But taken to a societal level...
If you inhabit a society of ghosts, how do you navigate it?
Also, on a similar level...
There are these massive, civilizational-tier problems in the US and Western Europe...
And for decades people have watched them percolate, constantly expecting things to reach a boiling point and pop off...
But they never do...
Which lends this sense of unreality to everything as well...
But yeah -
I tend to be a perpetual optimist so I think it will all work out better in the end...
But its extremely interesting watching it unfold...
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
Plain USDC. 8.94% net APY.
No wrapping, no looping, no new token to hold. Just deposit USDC into the f(x) Protocol Ecosystem vault on Morpho to start earning.
Curated by @RockawayX.
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
f(x) ranks #1 by TVL in DefiLlama’s Dual-Token Stablecoin category
Nearly 58% of the category’s TVL
More than the other 6 protocols combined
1. @protocol_fx
2. @hylo_so
3. @rocprotocol
An Ethereum protocol worth paying closer attention to
Source: DefiLlama
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
Its funny...
Social media has made it infinitely easier to share our actions/adventures/creations with other people - which is unequivocally a good thing in my mind...
But it feels also like we've lost something along the way...
in terms of the idea of living a life of greatness or adventure being an end in of itself...
Like all these cowboys and explorers and adventures back in the day...
they didn't have social media with which to document all the cool stuff they did...
but they did it anyway because they viewed their life itself as a blank canvas or a work of art - even if nobody knew about it in full but themselves and God...
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
Reminder my dear anon that @protocol_fx has had some absolutely insane stablecoin yields available as of late...
Have screenshotted two recent examples below, and am QT'ing @protocol_fx's @cyrille_briere on the same :)
Absolutely wild numbers and remind me of stablecoin farming yields back in the 2021 cycle honestly...
While the strategies below incorporate looping/Morpho/etc, all of the foundational underlying yield originates from the actual gigabrain architecture + organic usage of the protocol itself...
In this regard numbers continue to explode...
- TVL is up over 400% since this spring
- $fxUSD supply just hit $87M(!)
- Remains a shining light of decentralized, permissionless defi - and also privacy via the work they've been doing with Railgun (link below)
- @FX100Perp coming soon (link below as well)
- And the $FXN token itself is up 200% in the last two months (though still ridiculously undervalued imho)
But yeah- as always I am extremely bias because I work with the team and own a bunch of $FXN, but am absolutely pumped at the direction things are going...
The privacy area especially is one that I've always had a soft spot for as a bit of a brypto idealist, and I feel like what the team is doing in that area is actually some of the most useful and 'accessible' stuff we've seen in it...
But yeah, will link to some more good info below!
53% APR on stablecoins and most of you will scroll past this.
Not a new farm. Not degen yield. Just @protocol_fx $fxSAVE's PT looped on Morpho with $6M+ ready liquidity.
@Yieldzio loops it in one tx.
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
🔥📊UPDATE:
$fxUSD mcap hit $90m today 📈
$FXN trading at $34 📈
Given how quickly fxUSD is growing this is probably the most asymmetric bet in all of crypto right now.
FXN FDV is only $41m lol
MetaFXN🟦🟥100⬜️⬛️🐸 retweeted
Native minting means lower slippage.
9Swap is the best way to mint (and loop) @protocol_fx $fxSAVE.
👉 SWAP swap.9summits.io/?chain=eth&…



































