GMX (GMX)

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  • LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst
    LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst

    The most dangerous number in DeFi is a high APY. most people chase APY without asking where it actually comes from. that one question separates people who compound wealth from people who exit with less than they started. a protocol offers you 12% APY on your deposit. you put money in. you earn. but two protocols can both show 12% APY and one of them is slowly draining you while the other is genuinely paying you. the difference is the source of the yield. > 𝘳𝘦𝘢𝘭 𝘺𝘪𝘦𝘭𝘥 real yield comes from revenue the protocol generates from real user activity. could be from trading fees (a DEX) could be interest paid by borrowers on a lending protocol. could be liquidation fees. $GMX is a common example. it distributes $ETH / $AVAX to stakers and GLP liquidity providers from the revenue it gets from trading fees. the key point is that the yield exists because the protocol is generating revenue. it does not depend on new investors buying a token. > 𝘱𝘰𝘯𝘻𝘪 𝘺𝘪𝘦𝘭𝘥 ponzi yield comes from token inflation not revenue. th

     31  12  598
    Original >
    Tendência de GMX após o lançamento
     Neutro
    Beware of high APY in DeFi; focus on whether the protocol generates revenue through real business rather than token inflation.
  • LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst
    LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst

    The most dangerous number in DeFi is a high APY. most people chase APY without asking where it actually comes from. that one question separates people who compound wealth from people who exit with less than they started. a protocol offers you 12% APY on your deposit. you put money in. you earn. but two protocols can both show 12% APY and one of them is slowly draining you while the other is genuinely paying you. the difference is the source of the yield. > 𝘳𝘦𝘢𝘭 𝘺𝘪𝘦𝘭𝘥 real yield comes from revenue the protocol generates from real user activity. could be from trading fees (a DEX) could be interest paid by borrowers on a lending protocol. could be liquidation fees. $GMX is a common example. it distributes $ETH / $AVAX to stakers and GLP liquidity providers from the revenue it gets from trading fees. the key point is that the yield exists because the protocol is generating revenue. it does not depend on new investors buying a token. > 𝘱𝘰𝘯𝘻𝘪 𝘺𝘪𝘦𝘭𝘥 ponzi yield comes from token inflation not revenue. th

     31  12  598
    Original >
    Tendência de GMX após o lançamento
     Bearish
    The tweet warns about the risks of high APY in DeFi, emphasizing identifying real sources of yield, using GMX as an example.
  • LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst
    LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst

    The most dangerous number in DeFi is a high APY. most people chase APY without asking where it actually comes from. that one question separates people who compound wealth from people who exit with less than they started. a protocol offers you 12% APY on your deposit. you put money in. you earn. but two protocols can both show 12% APY and one of them is slowly draining you while the other is genuinely paying you. the difference is the source of the yield. > 𝘳𝘦𝘢𝘭 𝘺𝘪𝘦𝘭𝘥 real yield comes from revenue the protocol generates from real user activity. could be from trading fees (a DEX) could be interest paid by borrowers on a lending protocol. could be liquidation fees. $GMX is a common example. it distributes $ETH / $AVAX to stakers and GLP liquidity providers from the revenue it gets from trading fees. the key point is that the yield exists because the protocol is generating revenue. it does not depend on new investors buying a token. > 𝘱𝘰𝘯𝘻𝘪 𝘺𝘪𝘦𝘭𝘥 ponzi yield comes from token inflation not revenue. th

     31  12  598
    Original >
    Tendência de GMX após o lançamento
     Neutro
    The tweet explains the difference between real yield and ponzi yield in DeFi, emphasizing the importance of the source of yield.
  • LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst
    LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst

    The most dangerous number in DeFi is a high APY. most people chase APY without asking where it actually comes from. that one question separates people who compound wealth from people who exit with less than they started. a protocol offers you 12% APY on your deposit. you put money in. you earn. but two protocols can both show 12% APY and one of them is slowly draining you while the other is genuinely paying you. the difference is the source of the yield. > 𝘳𝘦𝘢𝘭 𝘺𝘪𝘦𝘭𝘥 real yield comes from revenue the protocol generates from real user activity. could be from trading fees (a DEX) could be interest paid by borrowers on a lending protocol. could be liquidation fees. $GMX is a common example. it distributes $ETH / $AVAX to stakers and GLP liquidity providers from the revenue it gets from trading fees. the key point is that the yield exists because the protocol is generating revenue. it does not depend on new investors buying a token. > 𝘱𝘰𝘯𝘻𝘪 𝘺𝘪𝘦𝘭𝘥 ponzi yield comes from token inflation not revenue. th

     31  12  598
    Original >
    Tendência de GMX após o lançamento
     Neutro
    The tweet warns of DeFi high APY risks, emphasizing distinguishing real yield from Ponzi yield.
  • LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst
    LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst

    The most dangerous number in DeFi is a high APY. most people chase APY without asking where it actually comes from. that one question separates people who compound wealth from people who exit with less than they started. a protocol offers you 12% APY on your deposit. you put money in. you earn. but two protocols can both show 12% APY and one of them is slowly draining you while the other is genuinely paying you. the difference is the source of the yield. > 𝘳𝘦𝘢𝘭 𝘺𝘪𝘦𝘭𝘥 real yield comes from revenue the protocol generates from real user activity. could be from trading fees (a DEX) could be interest paid by borrowers on a lending protocol. could be liquidation fees. $GMX is a common example. it distributes $ETH / $AVAX to stakers and GLP liquidity providers from the revenue it gets from trading fees. the key point is that the yield exists because the protocol is generating revenue. it does not depend on new investors buying a token. > 𝘱𝘰𝘯𝘻𝘪 𝘺𝘪𝘦𝘭𝘥 ponzi yield comes from token inflation not revenue. th

     31  12  598
    Original >
    Tendência de GMX após o lançamento
     Neutro
    Beware of high APY traps in DeFi, distinguish real protocol yields from Ponzi yields.
  • LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst
    LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst

    The most dangerous number in DeFi is a high APY. most people chase APY without asking where it actually comes from. that one question separates people who compound wealth from people who exit with less than they started. a protocol offers you 12% APY on your deposit. you put money in. you earn. but two protocols can both show 12% APY and one of them is slowly draining you while the other is genuinely paying you. the difference is the source of the yield. > 𝘳𝘦𝘢𝘭 𝘺𝘪𝘦𝘭𝘥 real yield comes from revenue the protocol generates from real user activity. could be from trading fees (a DEX) could be interest paid by borrowers on a lending protocol. could be liquidation fees. $GMX is a common example. it distributes $ETH / $AVAX to stakers and GLP liquidity providers from the revenue it gets from trading fees. the key point is that the yield exists because the protocol is generating revenue. it does not depend on new investors buying a token. > 𝘱𝘰𝘯𝘻𝘪 𝘺𝘪𝘦𝘭𝘥 ponzi yield comes from token inflation not revenue. th

     31  12  598
    Original >
    Tendência de GMX após o lançamento
     Neutro
    Be wary of the risks of high APY in DeFi, distinguish real yield from Ponzi yield, and understand the source of returns.
  • katexbt.hl Trader DeFi_Expert B
     27.64K  @katexbt

    If you're an older defi farmer, you remember this: Back in the old days, we had this thing we collectively called "pool2" - basically, you yieldfarmed your favorite (perp)dex and you just dumped the native reward token itself and treated it as yield for your time/money spent inside farms. You held the token briefly for purposes of farming, and once you could earn a substantial yield, you exited. This, as you can tell by most charts, is NOT optimal. Many have realized this - including @GMX_IO . The $GMX DAO approved a pretty big overhaul proposal on March 4th, strongly focused on long-term alignment. It's part of a broader trend you've probably seen with other older DeFi protocols over the past few months. And for good reason! However, what GMX is doing is indeed much more optimal - going from a yield token model to an equity model makes sense because it aligns everyone. Worth noting GMX already has no meaningful ongoing emissions - the supply is non-dilutive. Here's the TL;DR in broad strokes of the recent proposal and why it matters: 1. Staking rewards accumulate in the treasury, and only unlock if GMX trades over a certain price (> $90 in this case), and the APR depends on duration of stake too. There's also an 80% rule - drop below 80% of your peak stake and you forfeit your accumulated rewards. Call it loyalty-maxxxing. 2. GMX is moving liquidity present on Trader Joe and Uniswap to its own, in-house LPs, because why reward others when you can reward your own and own the liquidity as the protocol. Less supply overhang, more volatility, and potential. 3. GMX has a @megaeth launch coming soon. This in and of itself should be a big catalyst because it's proven, and people will try to combine this with activity on a new chain that is bound to be incentivized (as mentioned by many megamafia people recently) in some ways. Doubly so if you participated in the Megaeth presale. They'll also launch other asset classes too (Gold is live already), so you can pair these up with a TreadFi bot or something similar and just reap the rewards from all 3 in basically a few clicks. Given these changes and the fact its trivial to do volume on a brand-new chain with a battle-tested product, it's a win-win and I'd be putting in the volume whenever possible.

    katexbt.hl Trader DeFi_Expert B
     27.64K  @katexbt

    Before Hyperliquid, there was GMX. Well, technically, there were many, but GMX was the one that first stood out and made the concepts we all know like the GLV (vault, etc) One of the few things that is cool and to watch out for is the upcoming MegaETH launch with USDM denominated vaults. Reasoning is simple: - Usecase for USDM, especially this early on - Could potentially be a second coming of a tried and true product but on a much faster chain than ever before - Familiar UI, easy to use if you've ever used a perpdex before, it probably looks like this, they were the OGs Disclaimer, have partnered up with @GMX_IO because they're indeed one of the first defi pioneers that started perpdexes as an entire genre.

     24  11  4.02K
    Original >
    Tendência de GMX após o lançamento
     Extremamente Bullish
    GMX, through strategic transformation and the MegaETH launch, optimizes liquidity and incentivizes long‑term holding, with an extremely bullish outlook.
  • LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst
    LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst

    The most dangerous number in DeFi is a high APY. most people chase APY without asking where it actually comes from. that one question separates people who compound wealth from people who exit with less than they started. a protocol offers you 12% APY on your deposit. you put money in. you earn. but two protocols can both show 12% APY and one of them is slowly draining you while the other is genuinely paying you. the difference is the source of the yield. > 𝘳𝘦𝘢𝘭 𝘺𝘪𝘦𝘭𝘥 real yield comes from revenue the protocol generates from real user activity. could be from trading fees (a DEX) could be interest paid by borrowers on a lending protocol. could be liquidation fees. $GMX is a common example. it distributes $ETH / $AVAX to stakers and GLP liquidity providers from the revenue it gets from trading fees. the key point is that the yield exists because the protocol is generating revenue. it does not depend on new investors buying a token. > 𝘱𝘰𝘯𝘻𝘪 𝘺𝘪𝘦𝘭𝘥 ponzi yield comes from token inflation not revenue. th

     31  12  598
    Original >
    Tendência de GMX após o lançamento
     Bullish
    The tweet emphasizes the risk of high APY in DeFi, guiding investors to distinguish real yield from ponzi yield, using GMX as an example.
  • LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst
    LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst

    The most dangerous number in DeFi is a high APY. most people chase APY without asking where it actually comes from. that one question separates people who compound wealth from people who exit with less than they started. a protocol offers you 12% APY on your deposit. you put money in. you earn. but two protocols can both show 12% APY and one of them is slowly draining you while the other is genuinely paying you. the difference is the source of the yield. > 𝘳𝘦𝘢𝘭 𝘺𝘪𝘦𝘭𝘥 real yield comes from revenue the protocol generates from real user activity. could be from trading fees (a DEX) could be interest paid by borrowers on a lending protocol. could be liquidation fees. $GMX is a common example. it distributes $ETH / $AVAX to stakers and GLP liquidity providers from the revenue it gets from trading fees. the key point is that the yield exists because the protocol is generating revenue. it does not depend on new investors buying a token. > 𝘱𝘰𝘯𝘻𝘪 𝘺𝘪𝘦𝘭𝘥 ponzi yield comes from token inflation not revenue. th

     31  12  598
    Original >
    Tendência de GMX após o lançamento
     Bearish
    警惕DeFi中高APY的风险，需区分真实收益与庞氏收益。
  • LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst
    LΞVI FA_Analyst Tokenomics_Expert B
     4.75K  @levithefirst

    The most dangerous number in DeFi is a high APY. most people chase APY without asking where it actually comes from. that one question separates people who compound wealth from people who exit with less than they started. a protocol offers you 12% APY on your deposit. you put money in. you earn. but two protocols can both show 12% APY and one of them is slowly draining you while the other is genuinely paying you. the difference is the source of the yield. > 𝘳𝘦𝘢𝘭 𝘺𝘪𝘦𝘭𝘥 real yield comes from revenue the protocol generates from real user activity. could be from trading fees (a DEX) could be interest paid by borrowers on a lending protocol. could be liquidation fees. $GMX is a common example. it distributes $ETH / $AVAX to stakers and GLP liquidity providers from the revenue it gets from trading fees. the key point is that the yield exists because the protocol is generating revenue. it does not depend on new investors buying a token. > 𝘱𝘰𝘯𝘻𝘪 𝘺𝘪𝘦𝘭𝘥 ponzi yield comes from token inflation not revenue. th

     31  12  598
    Original >
    Tendência de GMX após o lançamento
     Bearish
    Beware of DeFi high APY traps, need to distinguish real yield from ponzi yield.