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shuri参与话题 57消息总数 4597
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共 4597 条，显示第 1451-1500 条questions like this are hard to answer without data 😆 just trust the implied option volatility of the same synthetic position <:peepoclown:1268996199185252453> we dont have IVs going all the way back tho
questions like this are hard to answer without data 😆 just trust the implied option volatility of the same synthetic position <:peepoclown:1268996199185252453> we dont have IVs going all the way back tho
claude cant rlly guess well ud want a backtest or actual data mming on hcore
claude cant rlly guess well ud want a backtest or actual data mming on hcore
personally i wouldnt want to deposit in that range unless i was getting over 100%
personally i wouldnt want to deposit in that range unless i was getting over 100%
thing is weve seen both ends a few times
thing is weve seen both ends a few times
there should be a fair few 3rd party apps that would do it for u yes, apart from vibing yourself
there should be a fair few 3rd party apps that would do it for u yes, apart from vibing yourself
Ask Claude to estimate the APR u would've gotten by writing a trading bot on HyperCore HYPE/USDC spot that synthetically creates a Uniswap V3 position in the 20-80 range over the last year, assuming you deposited when HYPE was roughly 35
Ask Claude to estimate the APR u would've gotten by writing a trading bot on HyperCore HYPE/USDC spot that synthetically creates a Uniswap V3 position in the 20-80 range over the last year, assuming you deposited when HYPE was roughly 35
is what im gonna expect
is what im gonna expect
effectively - a lot of that yield would be taken away by toxic flow, arbitrage bots
effectively - a lot of that yield would be taken away by toxic flow, arbitrage bots
20 is just extremely low
20 is just extremely low
maybe even 200 but i dont know, i have no data
maybe even 200 but i dont know, i have no data
the question is whether it makes more or less
the question is whether it makes more or less
you can construct a gridbot that MMs 20-80 range on hypercore spot that has exactly the same exposure as ur V3 position
you can construct a gridbot that MMs 20-80 range on hypercore spot that has exactly the same exposure as ur V3 position
im comparing your yield to the yield in holding synthetically the same portfolio
im comparing your yield to the yield in holding synthetically the same portfolio
im not at all
im not at all
😭
😭
bro
bro
i dont believe u couldnt have gotten more by at least 2x
i dont believe u couldnt have gotten more by at least 2x
20% sounds incredibly low
20% sounds incredibly low
theres a diff between optimising maximally and at least not capturing a 2x in apr u could be getting???
theres a diff between optimising maximally and at least not capturing a 2x in apr u could be getting???
its like trading on lighter, telling everyone about it, get told u can get better execution elsewhere but then saying ur happy there
its like trading on lighter, telling everyone about it, get told u can get better execution elsewhere but then saying ur happy there
not warn im just like saying this all sounds like a ripoff to me and u guys dont believe
not warn im just like saying this all sounds like a ripoff to me and u guys dont believe
im only talking about financial risk, aka the risk of your position in terms of where price go
im only talking about financial risk, aka the risk of your position in terms of where price go
ur effectively paying a spread
ur effectively paying a spread
potentially?
potentially?
talking financially at least, not worrying about protocol level and mechanical risks
talking financially at least, not worrying about protocol level and mechanical risks
if u can take on the same risk but earn more yield its a bit of a no brainer
if u can take on the same risk but earn more yield its a bit of a no brainer
u should be comparing how much yield ur generating compared to other people holding exactly the equivalent position but elsewhere
u should be comparing how much yield ur generating compared to other people holding exactly the equivalent position but elsewhere
thats redarded
thats redarded
shilling this to someone in there makes sense, but not if i shill it to someone in the UK? no shit? duh?
shilling this to someone in there makes sense, but not if i shill it to someone in the UK? no shit? duh?
theyre synthetically the same thing
theyre synthetically the same thing
im saying his trade is potentially a ripoff bro
im saying his trade is potentially a ripoff bro
what does he mean
what does he mean
???????
???????
it doesnt make sense to compound it unless ur tryna inflate numbers for all to see
it doesnt make sense to compound it unless ur tryna inflate numbers for all to see
but ur also talking about this "trade" with other people
but ur also talking about this "trade" with other people
like ok u dont mind being ripped off personally
like ok u dont mind being ripped off personally
"IL doesnt matter to me so im happy to be underpaid by 10x for my yield" is not the correct mindset
"IL doesnt matter to me so im happy to be underpaid by 10x for my yield" is not the correct mindset
u dont compound it 🤡
u dont compound it 🤡
objectively thats what u need to think about when trying to not be ripped off your yield
objectively thats what u need to think about when trying to not be ripped off your yield
i talk about IL to gauge whether they under or over performed the realised vol
i talk about IL to gauge whether they under or over performed the realised vol
thats not how this works
thats not how this works
u are being short to short
u are being short to short
i dont think the 11% apr matters here
i dont think the 11% apr matters here
yes bro 11% APR for a non trivial risk of liquidation/stop out
yes bro 11% APR for a non trivial risk of liquidation/stop out
because thats close to the risk free rate???
because thats close to the risk free rate???
if for example your apr was 5% its clearly hella not worth it, given the likely IL you face
if for example your apr was 5% its clearly hella not worth it, given the likely IL you face
its not about yourself or not : its whether you are being severely underpaid for the implicit risk your position has
its not about yourself or not : its whether you are being severely underpaid for the implicit risk your position has
its different from holding a much more stable position
its different from holding a much more stable position
its because these shitcoins are volatile and ur being paid for at least some of that risk
its because these shitcoins are volatile and ur being paid for at least some of that risk