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DeFi2.0, and then look at the AC ambition

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Dani and Andre got together and looked for a way to combine the two biggest meta in DeFi.

Original title: Dani's Vision

Knower

Linch, chain Catcher

Analysis of the

With the anticipated launch of SOLID (Dani and Andre's latest project), the Dani Token ecosystem is likely to grow significantly in the near term. Before we jump into the market to buy and sell the sought-after Rebase Poncoins, let's step back and try to understand the current Dani/Andre ecosystem.

Dani 从事加密技术已经有一段时间了，由于他积极的个性和参与了大量的 DeFi 协议，他最近变得越来越受欢迎。Dani 的追随者称自己为「Frog Nation（青蛙国度）」，他们是我见过的最忠实的 Token 持有者。

Andre is primarily known for his creation of Forever Finance, one of DeFi's most famous revenue aggregators. He was also involved in the development of the Keep3r network, which appears to be still in development.

Abracadabra

Abracadabra 是 2021 年较成功的 DeFi 项目之一，累计 TVL 为 60 亿美元，并推出了 SPELL 治理 Token 。对 SPELL 来说，也是可观的一年。从远低于 1 美分上涨到近 5 美分，为投资者提供了相当大的回报 (从低点上涨 3400% 左右)。

Abracadabra offers DeFi users a one-stop shop for lending, farming and pledging. Abracadabra started with Ethereum and has recently developed cross-chain projects to be used in the Avalanche and Terra ecosystems.

Dani 从一开始就参与了 Abracadabra 项目，这是在他推文最活跃的项目之一。无论是关于 Token 销毁公告，还是 Abracadabra 的原生稳定币 MIM(magic internet money) 的宣传。看起来 Dani 更喜欢 Abracadabra 而不是 Popsicle Finance。

Abracadabra's reputation has been enhanced in part by the entry of Tetranode, the Internet whale that recently took the form of notesshareSome alpha.

Did you see Curve Wars? Dani doesn't fool around, which is why Abracadabra has been hot lately. Even in the Crypto Twitter environment, where stories come and go every week, Dani and Frog Nation have not let Abracadabra disappear from the conversation. This is worthy of affirmation.

With veSPELL and plans to reduce releases, it's hard not to be bullish about Abracadabra's long-term prospects. We have seen cross-chain compatibility on Abracadabra with the Degenbox strategy. It wouldn't hurt to add some incentives to entice users to Fantom, and it might also create some profit opportunities within the Fantom DeFi ecosystem.

Wonderland

Wonderland 和它的 rebase Token TIME，是在 2021 年最具影响力的 DeFi 项目之一。作为 Avalanche 上的第一个 OHM 分叉，Wonderland 一度颠覆了 OHM 的市值。

TIME's success can be thanks to TikTok, for which many young investors have latched onto the project and its ridiculously high APY. Although it's been a bumpy ride, and TIME is now far from its price highs, Wonderland has managed to stay PoL and hot. Let's call it the Dani effect.

Although the vast majority of OHM forks offered little value and some died quickly, Wonderland actually had the ability to attract users and recruit new ones to the cryptocurrency, thanks to Avalanche's low cost and Dani's marketing of the project.

Although most OHM forks offer little value and some disappear instantly, Wonderland actually has the ability to attract new users to the crypto community, thanks to Avalanche's low cost and Dani's marketing of the project.

Despite Wonderland's recent struggles, it's true that no one has a problem with a check, and Wonderland could end up being Dani's personal checkbook at some point. Do I stand by these statements? Not necessarily.

I just believe that if there is no other option, Dani can take a lot of money and invest it where he wants. If that happens to see Wonderland Treasury as a venture fund run in the form of a DAO, so be it. It would certainly be an interesting way to invest in the financial future, and it would be in Dani's best interest to own a stake in agreements that could prove successful in the future.

All this is just speculation.

Olympus and Wonderland have experienced some price blows and many have begun to question whether the New Deal model is fit to operate and will return value to shareholders. Maybe we have to raise APY again to make people feel safe. I think there's too much overreaction and people are forgetting the possibilities that nine-figure money creates. In any case, be prepared for more volatility.

Popsicle

There was a time when Popsicle Finance was all about, and Abracadabra stole the show. Essentially, Popsicle is an earnings aggregator designed to be a market maker for DeFi. Dani said that by the fourth quarter of 2022, he expects Popsicle to bring a fully decentralized order book-based options trading platform. That's a pretty lofty goal for a platform that competes with pioneers like Dopex.

Popsicle's TVL is over $50 million and we want to improve capital efficiency and provide the highest possible revenue to our users. As a blockchain agnostic revenue aggregator, Popsicle offers many opportunities for those who wish to achieve higher APY while exploring possibilities beyond the Ethereum blockchain.

Popsicle aligns with Dani's overarching theme of achieving an efficient financial infrastructure, connecting previously unconnected islands in a cross-chain ecosystem with Popsicle's help. Dani's goal is to achieve an open DeFi where users can interact with any chain they need, even if they don't know which chain they're using. One of Popsicle's main products to achieve this goal is Sorbetto. While Popsicle hasn't gotten much attention lately, Dani's recent tweets suggest he's still interested in the project.

Sushi

2021 年底最令人意想不到的公告之一是 Dani 向 Sushiswap 的提议，以及随后的 SUSHI 动荡。在 Sushiswap 的核心团队发生了一些争吵之后 (我在这里就不赘言了，因为有太多的戏剧性和废话)，Dani 以一个完美时机的提议，扭转了局面。他的计划包括全面专注于 Sushi 成为多链 DEX 的能力，以及投票托管 Token 经济学为用户提供价值。

Will it work? Probably not.

To be honest, I haven't kept up with any of the Sushiswap events and my schedule has become a mess with Curve Wars. However, I think this is more of a pet project for Dani and his recent relationship with Andre may take up more of his time.

Maybe he did succeed and it will be interesting to see Sushiswap get some traction on Fantom. I think this is great for blockchains that need DeFi to dramatically improve their UI. But that's just my opinion.

但是，如果 SUSHI 要实施投票托管 Token 经济学，事情就会变得一团糟。世界将会翻个底朝天。Dani 会让 cz 的净资产缩水。这就是为什么拥有一点点 SUSHI 很重要，以防 Dani 能实现他的梦想。听天由命吧。

Yearn

对于 Andre 的项目历史，他最出名的是创建了 Yearn Finance。即使在上面交易就像稳定币那样，但 Yearn 是一只野兽，拥有超过 50 亿美元的 TVL，并且是所有加密货币中最开放和最高效的 DAO 之一，Yearn 并没有让人失望。从一个公平的发布方式开始，Yearn 发布了他们的原生 Token YFI，这是加密领域一次最受尊重的 Token 发行之一。

最近，Yearn 宣布对其 Token 经济学和 Token 回购机制进行修改。从本质上讲，他们想成为 YFI 的黑洞，因为用赚取的收入回购他们的 Token 只会使他们长期受益，这就是 PoL。

Forever Yearyearn will have a place in DeFi. Its position as one of the top three in history is indisputable. This is thanks to Andre and his dedicated team. I believe that any project or information Andre produces is based on this reason.

Keep3r network

To be honest, there isn't much information about Keep3r. In their own words, Keep3r describes itself as "a decentralized network for projects that require external DevOps and for external teams looking for Keeper work."

There are also rumors about veKP3R, as well as Andre's creation of a new DeFi primitive that allows LP to sell Theta for additional gains on its position. For more information on this, follow @Jackniewold on Twitter, who knows DeFi better than I do.

无论 Keep3r 的结果如何，它可能在 Curve Wars 或甚至 Andre 的新 Token 具有某种功能。我没有什么想法。不过，这个概念相当有趣，因为它已经在计划扩展到更多的链，包括 Fantom。

A very complicated puzzle

我将 Dani 和 Andre 的新 Token 称为 SOLID，因为它似乎是根据 Andre 的 Medium 帖子中的信息命名的。我知道它也可以称为 ve(3,3) 但我会在这里碰碰运气并参考它更可能的名称。毕竟，命名一个 Token 为 ve(3,3) 是相当蹩脚的，可能不会被大众所接受。

In my opinion, SOLID is trying to extend the solutions to the problems we see in DeFi. Going back to the DeFi summer of 2020, we saw that liquidity mining was quickly phased out. New agreements will emerge, LP will get a big incentive, and once the incentive ends, the agreement will disappear with LP's departure. Repeat.

The OlympusDAO were able to solve this problem through their new approach to liquidity (PoL) ownership of the protocol. Instead of worrying about mercenary speculators, Olympus was able to encourage investors to buy in, eventually investing more than $700m in bonds. The bonds allow Olympus to control their liquidity for a certain period of time. The bonds are set for a certain period of time, which means that depositors' money is basically locked up and handed over to Olympus.

Despite this innovation, OHM's price fell rapidly from its peak. The same could be said for TIME and other OHM forks, but TIME is particularly important for Dani.

我们现在的处境是，Olympus 和 Wonderland 都拥有巨大的资产，但几乎与它们无关。我说他们对资金库无能为力，因为现实地想想，他们能做什么？显然，他们的 Token 具有某种形式的内在价值。如果 OHM/TIME 的估值低于资金库资产价值，那么 Token 被低估。但这很无聊。

We don't have anyone looking for undervalued assets in crypto circles. We're here for the high APR. Do I see a way for Olympus or Wonderland to solve this problem? Not at the moment. Rebase Ponzi economics is a little ahead of itself, and I think both agreements are in a tricky situation. They had reached a dead end.

继续，回想一下 Curve Wars。Curve 和 Convex 抢尽风头，展示了 Ve 式 Token 经济学的力量以及像 Tetranode 这样的巨鲸影响力。许多人很快就抓住了这个新机会，像 YFI 和 RBN 这样的 Token 宣布采用类似 Curve 的 Token 经济学。尽管加密推特圈转向 FOAN 和 SOLID 等其他趋势，但 Curve Wars 仍然非常重要，在接下来的几个月里，更多的协议很可能会采用 Ve 式 Token 经济学。 Token 被锁仓，供应减少，价格上涨。就这么容易。

Two DeFi giants

Dani and Andre both have a lot of commitments and projects, and both have some connection to Curve Wars. In this case, Dani's involvement was slightly higher because of his relationship with Abracadabra. After witnessing the innovation and speculation in DeFi, I can assume that the two got together and looked for a way to combine the two biggest meta in DeFi.

ve(3,3) Token 经济学

Yes, it's a true story. Yes, it could be very controversial, or it could go up very badly. People love Ponzi schemes, so it's almost a given. To be honest, I'm not sure how this will play out in the long run, but, if the goal is short-term price appreciation, it's better to hitch a ride from the last two meta than to come up with a new one. Let's see how this works.

我要发布的所有信息都来自 Andre 的 Medium 帖子。如果在你阅读本文时，其 Token 发布了或有信息更新，对不起，那这篇文章已经过时了。在加密推特圈，事情发展得很快。

SOLID plans to combine the benefits of deflationary supply, a secondary market for locked coins (previously unsellable) and incentives for pledge-holders (rebase rewards) through Ve economics.

从根本上看 SOLID，该 Token 似乎旨在为治理 Token 提供市场。如果你能够在二级市场上出售锁定的 Token ，则可以将其视为出售选票。由于投票托管经济学的锁仓机制，由于奖励会增加，锁仓时间越长则更有意义。如果一伙人选择以最长时间内锁仓其 Token ，那他们可以获得奖励并抛售其 Token 。但之前似乎没有这样的积极性事件。

As I mentioned earlier, I believe SOLID tried to solve a number of problems in DeFi, one of the bigger ones being the lack of ability to purchase V as a voting agent in Curve Wars. This is similar to [Redacted], but with some nuances. [Redacted] has purchased CVX, CRV and OHM through bonds, and SOLID has not mentioned that information. Curve Wars hasn't migrated to Fantom yet, but who knows what will happen in the future.

SOLID 旨在成为一个公平的启动 Token ，因为它将通过空投分发到 Fantom 上的 TVL 前 20 的协议，这是一个大胆的举措，但可能会奏效。这上面到处都是 Andre 的名字，就像 Yearn Finance 对他们的原生 YFI 所做的那样。向社区空投的策略也与 Dani 的反 VC 理念相关，并有助于激励他们向 Fantom 过渡。这是一个多赢的局面。

SOLID 有一些有趣的 Token 经济学，因为供应被锁定的越多，就会有更少的排放量，此外锁仓的 APR 更高，这就是 (3,3) 特点。

By providing liquidity to the protocol, this can act as an AMM that is not controlled by liquidity mining but by the community. This is a more interesting take on PoL, essentially turning that idea on its head. It will be interesting to see how these agreements work and how they take advantage of where they are.

All in all, this is a very novel approach. I think if all goes well, this will easily move into the upper echelon of DeFi and potentially change the meta. I'm not sure when all this will be released, but I'll keep an eye on it. Leave it to god.

The ultimate leader of DeFi

My view on the situation

从局外人的角度来看，感觉 Dani 这一次做的太多了。不管他是否能看到自己的梦想成真，像他这样施展才华是没有意义的。当然，在 Fantom 生态系统中现在有很多机会，而且 rebase 托管投票 Token 听起来很有吸引力。但有人能实现如此规模的愿景是毫无意义的。

I would be shocked if Dani saw Frog Nation's improved Sushi and brought billions of TVL to Fantom and a cross-chain future with Abracadabra. It's not that I don't respect Dani's work ethic, because obviously he's a grinder. It's a very different strategy than anything we've seen. Dani is poised to complete the most successful lateral acquisition ever. He has his finger in almost everything.

Before writing this article, I wonder if Popsicle Finance has disappeared from Dani's life. I've been trying to come up with a road map for Wonderland and how Dani will come up with more ways to provide value to TIME holders. I'm trying to imagine a cross-chain world where Sushiswap is the DEX everyone can use. While I was still skeptical, these ideas began to float through my mind.

If you haven't read it yet, check out @j0hnwang on Twitter about this topic. He does an excellent job of describing some of DeFi's overlords. Dani is trying to assemble DeFi's Lego Death Star (the lego Empire's ultimate planet-bombarding weapon), grabbing as many blocks as he can get his hands on. Will it work out well for him? I'm curious.

DeFi Three Horsemen of the apocalypse

Dani 的很多币表现已经远远超过了大部分市场，特别是当你考虑到许多旧的 DeFi Token 表现不佳的时候。只要看看 SPELL 和 ICE 的图表，从低点买入其中任何一个，都会让你获得任何 TradFi 基金经理都会垂涎的回报。它们现在的价值是否稍微被高估了？也许有一点。但如果我们在加密推特圈上看到了什么，即使是已被高估的，它也总是会涨得更高。事实上，我们甚至看到没有价值的币也在上涨。

It's always been a very interesting rabbit hole to get stuck in. I had to do a lot of reading, but a lot of thinking. Cryptocurrencies are moving so fast that it's almost impossible to predict what will happen next week, let alone next year.

No matter which side you are on, you must respect the hard work of Dani and Andre. Very few people at DeFi have that kind of work ethic, and even fewer can endure the scrutiny and backlash they are subjected to. Whatever happens to SOLID, the crypto twittersphere will reap the rewards.

One can also commend Dani and Andre for doing what they can to encourage a cross-chain future. Not everyone in the crypto Twittersphere can afford to trade on Ethereum every day, let alone the average investor who wants to experience DeFi. Hopefully Fantom can have some success here and achieve its goal of giving the masses access to an affordable fast blockchain.

不管这个项目是否成功，Frog Nation 和他的 Twitter 追随者为 Dani 建立起了壕沟。我很难相信他不会继续保持高成功率。Dani 重塑了摇滚明星的形象，超越了在加密推特圈内流行的意义。他已经集结了一支军队，现已经招募了一位最受尊敬的建造者来帮助他创造终极庞氏 Token 。

May we all succeed.