@intocryptoast Pushed an update with the latest update date as July 5th in the notification above the table.
Was out on vacation for a bit, pushing the updates tomorrow & calculator should be back on track.
@mrjasonchoi@jbrukh I make the case here why this is not the case -- either in upward or downward adjustments.
Don't think Ampleforth's arbitrage fast vs. slow traders opportunity actually exists.
theblockcrypto.com/genesis/72136/…
@SpartanBlack_1 Overly concerned analysis of liquidity mining growth sustainability & valuations seems like a classic example.
Top DeFi projects still have 10-20x smaller marketcap than pointless L1s. Less usability was enough to kick-off the 2017 bubble.
@tonysheng Just published a piece comparing Opyn & Nexus Mutual strengths & tradeoffs for insurance use case.
+ Nexus Mutual growth metrics (cover by contract, premiums paid, consensus in claims voting etc.)
theblockcrypto.com/genesis/71482/…
@Ace_da_Book@fluxprotocol Nope, I just like what @realpetermitch & @JasperGooijer are working on. They prob pitch it better.
My view is that their implementation makes sense & has some stuff that's arigably better than Augur.
I'm optimistic NEAR can get people to use their wallets etc.
@mrjasonchoi@MapleLeafCap@ambergroup_io I don't understand how volatility of holdings decreases. Everyone experiences same inflation / deflation.
However, system value (=marketcap) reflects total demand, & not impacted by changing supply.
Amber trading analysis only works if no one understands is happening.
@blackgalbi Yeah there's a lag between supply adjustment & price.
Currently, (x / 10)%, where x is the difference between the current exchange rate & $1.
But that just means the catch-up happens slowly.
@blackgalbi Marketcap does not go down as the price adjusts. You are always buying x% of the total marketcap at whatever price, it's never cheaper.
There's no difference in having price volatility (BTC) or supply volatility (AMPL). It's just changing the accounting.
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