Thank you for your analysis of @yieldbasis and related research.
I disagree with your results and statements regarding @yieldbasis pools
You claim the YB pool design amplifies IL, assuming leverage remains fixed as BTC price changes.
However, this study is predicated on the

If you've been following @yieldbasis, you'll want to read this post. I'm pretty sure there are some major things wrong with it that nobody has openly shared yet and could lead to losses if left ignored.
The tldr on what yield basis does is that it has BTC holders borrow an  x.com/vasily_sumanov…

Elijah

Twitter

感谢您对@yieldbasis及相关研究的分析。
我不同意您关于@yieldbasis资金池的结果和陈述
您声称YB资金池设计放大了无常损失，假设在BTC价格变化时杠杆保持不变。
然而，这项研究是基于

Polymarket 上一玩家 1 年交易 61,793 次，狂赚 10.6 万美元。

蚊子肉，滚出 10 万美元利润

身家千亿，出狱后客厅还在漏水。

CZ 最新专访：我不是传奇，只是个普通人

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