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嗯哼enheng456
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Why do you say that the market is difficult to play?
What’s difficult is not the wrong direction
Instead, there is no fluctuation
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ETH 质押率是 DeFi 市场中最有可能被视为无风险利率的指标,它类似于传统金融市场中的国债收益率,对整个利率市场的定价起着举足轻重的作用。作为流动性质押衍生品的基准,ETH 质押率成为各类利率产品竞相争夺的资源。我们可以看到,越来越多的固定利率或利率互换协议选择以 ETH 质押所产生的稳定币作为标的资产。同理,对于任何一条 PoS 公链来说,其流动性质押收益率都可以被视作该条公链的无风险指标
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RWA赛道未来会很香,将现实资产弄到链上管理,这种管理费用也会非常高,如果牛市跑出来新的token威力不可想
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高达1000亿美元资金的赌注NVDA财报 英伟达在周一的时候,当周期权的隐含波动率已经高达130%,而且期权的波动率微笑呈现严重的右偏(也就是深度虚值的看涨期权更贵)。当时行权价在610美元(以当时股价而言对应涨幅30%+)的期权都能卖1.2美元。而且超过550美元的的看涨期权持仓量极大,每个行权价都有上千张, 还剩5个交易日130%的隐含波动率,对应的ER(财报)跳空就是至少10-15%,一般只会出现在基本面有重大风险的股票上的现在英伟达6.57%的盘后涨幅,加上盘中3%的涨幅,也就9%。并没有达到当时隐含波动率所预期的波动范围,所以买入深度看涨虚值期权的投资者可能会“归零
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期权基础知识 call options 看涨期权 put options 看跌期权 Underlying Assert 标的资产 Underlyibg Price标的物价格 Strike Price 行权价 Expiration Date 行权价 Premium 权利金 美式期权(American-Styled) 在到期日前的任何时候或者在到期日都可以执行合同 欧式期权(Eurpean-Styled) 只能在到期日履行合同 加密市场大部分都是欧式
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聊聊#defi吧 目前链上借贷的任务构成,几乎都是超额抵押,左脚踩右脚,普通人如果想借出一套房子的钱,可能要抵押两套房子才可以拿出来,超额抵押押大借小的模式,让很多借贷的需求变得很滑稽——一个人需要钱,所以才想借钱,但借贷协议愿意借给他的前提是,他需要先拥有一大笔其他资产做抵押物,而在链上可以循环借贷, 这一切都源于链上信用体系的空白,而现实金融活动中,信用借贷是占比非常重的一类 业务,缺少这一块让 Crypto 领域的借贷像个发育不良的早产儿。 $BTC $ETH $AAVE
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