GM,今天在 @fraxfinance 测试了不同的角度。跳过了挂钩讨论,直接执行:套利 + 提供流动性。
they literally called all arb bots, so I set a dumb alert for frxUSD dislocations across venues. small bites between Curve on ETH and Etherex on Linea paid a few bps when incentives rotate, nothing huge but repeatable.
then I poked FairFlow’s board. USDe frxUSD is topping with around 39% APR right now. I put tiny size and set guardrails around USDe funding flips and pool depth so I don’t get stuck when bribes cool. stable stable IL is low but depeg risk isn’t zero, so I treat it like a carry, not set and forget.
early take tbh frxUSD is a clean neutral leg for programmatic flow when spreads show up and when yield gets mispriced by incentives. anyone else running this combo and seeing midweek fills stay tight, or is it mostly a weekend thing :D