Discover and read the best of Twitter Threads about #BendDAO

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#NFT 交易之后,盘点 #NFT借贷 细分领域的潜在变化。
该thread主要涵盖以下3个方面:
1⃣️NFT借贷模式、代表项目及其变化;
2⃣️#BAYC 及其直系NFT开启挖矿( $APE )功能;
3⃣️NFT细分业务的拓展整合.

附上之前NFT交易赛道的文章链接:
1⃣️NFT借贷模式、代表项目及其变化;
当前NFT以 #PFP 类为主,缺乏借NFT的需求,导致NFT借贷行为只发生在单边,即抵押 #NFT 借 $ETH 等币种,没有抵押ETH等币种借NFT的。

NFT借贷分为 #点对点#点对池 两种模式,两种模式的代表项目及其优缺点如下
#BendDAO #ParaSpace #NFTfi #X2Y2 #JPEG'd Image
其中点对池模式的效率要高于点对点模式,从币币借贷龙头 #AAVE 发展也可以看出,其借贷模式从早期的(ETHLend)点对点转变为现在的点对池模式。

因NFT具有的唯一性,似乎点对点模式更适合,但从当前各方面(#借贷规模#用户#TVL)数据来看,点对池模式逐渐占优。 ImageImageImage
Read 8 tweets
1/ We saw how interest income could be misleading unless we add in accrual based accounting from our income statement. So how can we use this information to see if $veBEND might be worth holding?

#BendDAO #Web3 #NFT #BAYC Image
2/ Holding $veBEND is similar to owning stocks and receiving dividends in tradfi. In web3, the “dividend” or return is difficult to keep track. The rate of return (ROR) fluctuates over time. Hence, one needs a way to track and accurately calculate the expected return.

#Crypto Image
3/ Additionally, many may think that the APR represents the return, but it doesn’t. There are many APRs involved, and you need additional calculations to assess the true return as a $veBEND holder.

#BendDAO #ETH $BEND #MAYC #DoodlesNFT
Read 4 tweets
【NFT交易策略】#BAYC 大户如何通过操控地板价明牌洗劫
💡有58只猴子的Franklin做为 #BAYC 的第八大持有者,是大户中做频繁交易最多的一人,最近他利用 #BendDAO 的设计漏洞和 #Blur 的0版税模式大肆洗劫 #BAYC 持有人,让钻石手们也在不知不觉中失去了他们引以为豪的猴子,看看他的玩法步骤:
🧵
1/在 benddao.xyz/en/auctions/he… 获得猴子的健康指数并计算清算所需的地板价
2/在 #Blur 中用接近清算价的地板价大量挂单,引起其他交易者恐慌竞相降低价格
3/在 #BendDAO 中因地板价下降被清算的猴子Franklin绝大多数情况下会是第一个出价者,如果拥有者赎回清算需要支付5%罚金给他
🧵
注:因地板价由他大量的猴子控制,所以其他人很难和他竞争成为第一个出价者
4/拍卖如果被赎回他获得出价的5%纯利,如果成功拍得猴子,马上在 #Blur 上挂单卖出获得起拍价与地板差价20%-实际出价溢价,又是纯赚
🧵
Read 5 tweets
First, 𝐰𝐡𝐚𝐭 𝐢𝐬 𝐁𝐞𝐧𝐝𝐃𝐀𝐎?

@BendDAO is a NFT-collateralized crypto loans supporting #NFT holders to borrow $ETH through the lending pool using NFTs as collateral instantly (40% of the floor price), while depositors provide $ETH liquidity to earn interest.
@BendDAO 𝐓𝐡𝐞 𝐫𝐞𝐚𝐬𝐨𝐧 𝐰𝐡𝐲 𝐁𝐞𝐧𝐝𝐃𝐀𝐎 𝐟𝐯𝐜𝐤𝐞𝐝 𝐮𝐩

The Health Factor (𝐇𝐅) is the factor used to determine the risk of collateral in Bend

𝐇𝐅 = (OpenSea Floor Price * Liquidation Threshold) / Debt with Interests 
(Liquidation Threshold = 𝟎.𝟗)
@BendDAO 𝟏.𝟎 < = HF < = 𝟏.𝟓 => Risky => 𝐌𝐔𝐒𝐓 repay the debt

HF < 𝟏.𝟎 + 𝐅𝐀𝐈𝐋 to repay the loan within 48 hours => Liquidation will be triggered, goodbye to your mortgaged NFTs
Read 25 tweets
1/ 关于 #BendDAO 清算,我们到底该不该恐慌?网上各种蹭流量的自媒体声音并不统一,所以我花了一点时间整理了我的想法。先说结论:最大的风险就是未来的24小时 #BAYC 能够挺过难关。过了明天,风险化解的一大半。之后的8月30日又会有新的危机。以下详述:
2/ 截止今天,#BendDAO 只接受7款蓝筹JPG的抵押借贷,分别是:#bayc#punk#mayc#doodles#spacedoodle#clonex 以及 #azuki。项目已经跑了4个月了。本以为,Azuki价格腰斩只是个例,没想到流动性枯竭,现在谁也跑不了。
3/ 如果NFT资不抵债,极有可能造成类似 #Luna/#UST 的连环清算。然而目前看来,BendDAO的运行依然是健康的。根据目前的清算规则,出价必须高于地板价的95%,以及必须足够偿还全部债务。平台发不承担资金风险。
Read 14 tweets
⚡️NFT prices drop, not only causing losses for their holders but also pushing NFT liquidity protocols closer to bankruptcy risk

The question is "If this Black swap event happens, which will be impacted most?
1/

Recently, we heard a lot about #BendDAO the first decentralized peer-to-pool-based NFT liquidity protocol

NFT holders are able to borrow ETH through the lending pool using NFTs as collateral instantly, while depositors provide ETH liquidity to earn interest
2/

Its working mechanism is quite easy (deposit NFT - borrow ETH - pay interest)

- You get a loan from 30%-40% based on your collateralized NFT's floor value
- You may pay a 60%-70% down payment depending on the actual price, to buy a bluechip NFT from major NFT marketplaces
Read 12 tweets

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