马里奥看Web3
Web3 开发者、研究员和作家 🧑🏻‍💻 继续学习和分享 #Web3 #Blockchain
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USDT has a negative premium, and holding stablecoins can still result in losses. How should we interpret this?
Amid the appreciation of the RMB, USDT is experiencing a negative premium. The author suggests that investors should not panic, but rather retain stablecoin assets and mitigate exchange rate losses through on-chain exchange rate hedging strategies (such as exchanging for Euro stablecoins).
马里奥看Web3
USDT负溢价，持有稳定币还亏钱，我们该如何应对？
总的来说，我认为大家不必过于慌乱，在构建自己的投资组合时，还是要保留一定比例稳定币资产，不过可以通过链上汇率对冲的方式，适当的避免一定的汇兑损失。
马里奥看Web3
DeFi小白入门宝典（四）：一文详述Plasma主网上线灌水补贴机会点、教程与注意事项
本文将从DeFi小白的角度总结Plasma主网稳定币收益的机会点、参与教程与注意事项。
马里奥看Web3
DeFi小白入门宝典（三）：深度剖析Pendle新产品Boros的100% ROI的原理以及进阶套利策略
总的来说，在目前的市场阶段，在Boros做空资金费率是一件收益大于风险的选择，且通过Binance、Hyperliquid和Boros三个平台，可以实现一个Delta Neutral的，收益率可以达到30%的固定利率套利组合。
马里奥看Web3
DeFi小白入门宝典（二）：Binance结束USDC补贴后，圈外上班族如何稳健获得稳定币10%年化？
本篇文章，笔者会梳理一下最适合DeFi小白，特别是一些圈外上班族参与DeFi的原则，并分析几个收益相仿，风险较低，适合该部分用户的稳定币理财场景。
马里奥看Web3
DeFi小白入门宝典（一）：看AAVE大户如何用1000万美金通过利差套利获得100%的APR？
笔者希望开一个新的系列文章，用来帮助小伙伴们快速入门DeFi，并结合DeFi巨鲸们的实盘数据，分析不同策略的收益与风险，希望大家支持。首先第一期，笔者希望从最近很火热的利差套利策略入手，并结合AAVE大户的资金配置来分析这个策略的机会点和风险。
马里奥看Web3
止盈or建仓?白话讲述如何从宏观角度观察最近的市场变化
总的来说，笔者认为随着鲍威尔调整FED决策逻辑，美国就业市场的表现在短期内决定了市场对9月降息信心，进而影响风险资产市场的价格。
马里奥看Web3
Aave Umbrella officially passed: stkGHO APY 13% stablecoin mine falls?
In general, the launch of Aave Umbrella has optimized the pressure on the supply side of AAVE tokenomics and improved capital efficiency from the perspective of the project. However, it is necessary to observe the impact of the transition of participants in the original incentive scenarios on the protocol. As for stkGHO participants alone, they may need to find other yield scenarios.
马里奥看Web3
Annualized 393%, in-depth analysis of the real rate of return and risk of Pendle YT leverage points strategy
This article mainly takes sUSDe as an example to introduce how to measure the benefits and risks of the YT leverage points strategy.
马里奥看Web3
Beware of discount rate risk: the mechanism and risks of the PT leveraged yield flywheel of AAVE, Pendle, and Ethena
In general, the PT leveraged mining strategy of AAVE+Pendle+Ethena is not a risk-free arbitrage strategy, in which the discount rate risk of PT assets still exists. Therefore, participating users need to objectively evaluate, control the leverage ratio, and avoid liquidation.
马里奥看Web3
Pro-crypto policies drive the RWA narrative for US stocks, interpreting the opportunities and challenges of tokenized stocks
The RWA track, which is under favorable regulatory policies, is also gaining increasing attention from the crypto industry.
马里奥看Web3
The next bull market driver: Overview of Web3 Consumer Application mainstream paradigms, opportunities and challenges
In this article, we will review the current mainstream paradigms of Web3 consumer applications and explore their respective opportunities and challenges.
马里奥看Web3
In-depth analysis of the current market: The theft of large amounts of funds has caused market concerns and the resonance result of liquidity migration under the game between major powers
There are two main reasons for the current pullback in the cryptocurrency market. First, from a micro perspective, the successive hacker attacks have caused concerns among traditional funds and heightened risk aversion. Second, from a macro perspective, DeepSeek's open source week further burst the US AI bubble, coupled with the actual policy direction of the Trump administration, which on the one hand triggered market concerns about US stagflation, and on the other hand started the revaluation of China's risky assets.
马里奥看Web3
Technology stack expansion: Overview of zkTLS principles and potential application scenarios
In general, zkTLS is a new technology that combines zero-knowledge proof (ZKP) and TLS (Transport Layer Security Protocol). In the Web3 track, it is mainly used in the on-chain virtual machine environment. It can verify the authenticity of the off-chain HTTPS data provided by it without trusting a third party.
马里奥看Web3
The return of neoliberalism in the United States from Trump’s coin issuance: survival of the fittest and barbaric growth
"Trump's coin issuance" marks the official return of neoliberalism in the United States. Survival of the fittest and wild growth will become the main theme of this new era. More specifically, in the context of deregulation, Web3 will take up the banner of financial innovation in the new cycle of the United States.
马里奥看Web3
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