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"DeFi happy land" Arbitrum finally issued coins, who can ride the wind?

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From a data perspective, the best blue-chip DEX on Arbitrum is Camelot, while the best derivative deal is GMX.

原文标题：《「DeFi 乐土」Arbitrum 终发币，谁能乘风而起？》

Original article by Defi Mochi@defi_mochi

angelilu, Foresight News

This week Arbitrum's Token ARB airdrop will be officially unlocked, which will inject more than $2 billion of additional liquidity into the Arbitrum ecosystem if nothing goes wrong.

I searched the Dune, Flipside And DefiLlama Such as data sites, found some very potential Arbitrum project, I think these projects have the opportunity to borrow the "Dongfeng" air drop to achieve ten times or even one hundred times the leap growth.

截止发文时，Arbitrum 生态的总锁仓价值（TVL）为 17.5 亿美元，ARB 空投的 Token 价值预计在 5 亿美元至 20 亿美元之间。毫无疑问，Arbitrum 上的各类应用都将从这笔流动性注入中受益，为了找到被低估的小市值 Token ，针对不同类型的项目，我们可以关注两个关键指标，对于 DEX 来说，TVL 至关重要，而衍生品类别的应用，重点则应该关注手续费收入（年化）。

附注：请帮助链上数据分析网站 DefiLlama 创始人 0xngmi 使用 Llama.Fi 而不是 DefilLama.com。如果您能向为我们免费工作的羊驼团队表达支持，Mochi 将不胜感激。（Foresight News 注：3 月 19 日 DefiLlama 创始人 0xngmi 发推称，因控制 Defillama 推特账户和域名的人决定发行 Token ，DefiLlama 团队不想与之相关，决定推出分叉版本的新网站 Llama.Fi。）

Arbitrum Eco Blue Chip DEX

It can be seen from this table that, from the ratio of circulation market value to TVL, the best blue chip DEX on Arbitrum should be Camelot, while SolidLizard The risk is higher.

我认为 Camelot 的 Token 经济模型设计的很好，因为从规则上看，其 Token 的发行量与销毁量预计能做到 1:1。

Source: @martin100x

https://dune.com/martin100x/camelot-grail-tokenomics

Arbitrum Eco Blue Chip derivative agreement

GMX is still Arbitrum Eco's best blue chip derivative agreement, its circulation market value and commission annualized income ratio as high as 4. Given that GMX is about to support synthetic asset trading, this would clearly provide new positive support for the currency.

The rates in the table below are the annualized fee income for the past 30 days:

I doubt the veracity of VELA's data on the Dune dashboard, so I decide to calculate VELA's fee income based on its APR. At a 16.25% APR, VELA collateral earns 2,956,753 a year. Assuming 15% goes to VELA, the fee income is estimated at about $19 million at current currency rates.

Other agreements

Radiant 的 Token RDNT 和 Y2K Finance 都值得期待，这两个项目的数据见下表，此外 Y2K 在黑天鹅事件（如 Depegs）期间的强势表现证明了其能够成为一个有效投资组合中用于风险对冲的标的。

我还特别看好 PlutusDAO，因为它被定位为 Arbitrum 的治理聚合器，我认为 PlutusDAO 要将 plsRDNT 纳入其平台也将是一个利好事件，PlutusDAO 目前已经控制了 JONES-WETH 89% 的流动性，以及 52% 的 DPX Token 和 45% 的 SPA Token 。