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Strategy Vault + Solidly like Voting Emission?

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Strategy Vault + Solidly like Voting Emission?

Camelot new launchpad, ape or not? read this

2lambroz.eth
Mar 29, 2023
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Strategy Vault + Solidly like Voting Emission?

newoderDAO 's latest incubation

camelotDEX 's next launchpad

sector_fi

Lambro unverified twitter account's thought on it

TLDR

@sector_fi is a strategy vault with single /aggregator vaults $SECT n $veSECT for governance, boosted emission & fee sharing

In this thread

1️⃣ What is sector's strategies

2️⃣ My Concern about tokenomics

3️⃣ Launch Detail

4️⃣ My valuation & how i play it

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1️⃣ What is sector's strategies

🔹What is Sector finance

They have Single or Aggregator vaults with risk scores.

They Aggregate by the main token and Chain invovle in the strategy

- $USDC ( @optimismFND )

- $USDC ( arbitrum )

- $ETH ( @optimismFND )

- $ETH ( arbitrum )

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"Da Vinci USDC Vault" on OP as example

is a mix of

USDC/ETH on @TarotFinance LP

USDC on @StargateFinance lending

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If you don't like the aggregated strategy u can click into single strategy instead.

E.g if u don't want ETH/USDC exposure u can just enter the

USDC: LND stargate single vault

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🔹What is Sector finance's risk scores

basically the points on how risky is it.

Da Vinci Vaults = Safer vaults

Medici Vaults = Higher risk vaults

2️⃣ My Concern about tokenomics

🔹Boosted emission

🔹Protocol fee sharing

🔹Whitelist access to new vaults

Twitter avatar for @sector_fi
Sector Finance @sector_fi
We’ve developed a value accrual system for our native token $SECT that combines the best of value-locked and real-yield tokenomics to create the right incentives for the sustainable growth of the Sector Finance ecosystem. Report & 🧵 medium.com/@Sector_Fi/sec…
medium.com$SECT Value AccrualWe have carefully crafted a value accrual system for our native token, $SECT, and our governance token, vote-escrowed $SECT (“$veSECT”)…
6:51 PM ∙ Mar 28, 2023
14Likes9Retweets
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🔹Boosted emission

Will this be a voting for emission n earn emission token?

$CRV has proven this model works, but personally i think this is because it's underlaying its a swap with big volume n fees to support its price.

i have great respect & hopium for @neworderDAO

If not i will think $sect might end up being a farm token

Really love more detail on this on gitbook or medium post

https://medium.com/@Sector_Fi/sect-value-accrual-40750df37c74

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🔹Protocol fee sharing

Low fee compare to other strategy vaults

10% perormance fee in compare to @AlpacaFinance 's 19% fee is quite little.

https://sector-finance.gitbook.io/sector-finance/welcome/faq

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3️⃣ Launch Detail

🔹Tokenomics

  • 45% Ecosystem

  • 20% Treasury

  • 17.5% Team &Advisors

    "vests over 24 months with a 10% cliff in 6months"

  • 10% Public Launch 66% unlock with 33% in veToken staked

  • 7.5% Incubator

    "vests over 24 months with a 10% cliff in 6months"

🔹Launch detail

  • Launch Model: Fair launch Auction

  • Max Total Commitment: 4.0M $USDC

  • Whitelist: Wed 29 March 1:00 PM EST

  • Public: Thursday 30 March 1:00 PM EST (48hours)

  • Allocation: 10,000,000 $SECT (10% of total supply)

  • Vesting: ⅓ in veTokens staked for 3 months

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4️⃣ My valuation & how i play it

TLDR

  • 🤔Utility, Hard Market Demand

  • 🤔Valuation

  • ✅Initial mcap

  • ✅Speculation

  • ✅Investors profile

  • 🤔Tokenomics

🤔Utility, Hard Market Demand

  • No strong traction in their strategy

  • No strategy interest me so far

  • Maybe when the voting emission starts i will be more interested.

  • i heard @GearboxProtocol will launch something on sector, interesting?@mugglesect alpha?

🤔Valuation, ✅Initial mcap

i assume max commitment for auction so 40m valuation

so 0.04 per token

initial mcap:

Treasury : 20,000,000

public 2/3 unstaked : 6,666,666

26,666,666 * 0.04 = 1.06m

quite small mcap, might be a good short term play?

🔹Valuation References

@AlpacaFinance 46mcap, 57fdv TVL200m

Not much direct comparison, there are a few leverage yield farm or vault type of protocols. but all has some additional feature into it.

But in general given its a fee driven protocol it will highly depend on its TVL n fee it is collecting from.

Also this is the first VE voting base yield aggregator i know, some PvP element of yield farming might change the mcap in short period of time.

🤔But 40m fdv is high

✅Speculation ✅Investors profile

  • Raising DeFi yield since market going up

  • neworderDAO product

  • camelotDex launchpad product

  • arbitrum is still hot

🤔Tokenomics

i worry about yield aggregator or strategy vault as underlaying does not have enough hard buy pressure to support voting emission incentives.

Summary

i like @neworderDAO products also the market is picking up a bit. My degen moonboy side its telling me its a 1m mcap with some PvP farming games that can be interesting.

The logical safu investor side is telling me there woud be enough hard buy pressure.

right now im not bullshit or bearish on this. it is a 50/50 gamble.

i prob pass on this sale but keep an eye on different farming incentives on it to farm some $SECT token

Learn more about my "Multi Investor Personality theory" here

Twitter avatar for @2lambro
2Lambroz.eth 🐑 @2lambro
This Multi Investor Personality theory got me my first 300k in crypto before FTX rug me Multi Investor Personality will improve ur investing 100x And here's how you can do it.
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4:51 AM ∙ Mar 27, 2023
91Likes24Retweets

More detail on

@crypto_linn 's thread

Twitter avatar for @crypto_linn
🉐 Crypto Linn @crypto_linn
soon Arbitrum printer will go brrr and @neworderDAO incubation @sector_fi is set to benefit greatly Linn dives in 👇
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12:07 PM ∙ Mar 27, 2023
92Likes15Retweets

@Slappjakke 's thread

Twitter avatar for @Slappjakke
slappjakke.eth 🦇🔊 @Slappjakke
Risks in defi protocols are often hard to understand Sector Finance makes the strategy risks fully transparent, and allows you to choose farming strategies based on your risk tolerance Let's dive into @sector_fi $SECT 🧵👇
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12:22 PM ∙ Mar 28, 2023
73Likes16Retweets

@jediblocmates 's thread

Twitter avatar for @jediblocmates
jedi blocmates 🥷 @jediblocmates
1/21 Arbitrum is really hot now post $ARB, Sector Finance’s VaR Metric is 10x hotter 🔥 @sector_fi Token launch 29th March - Wtf is a “sector finance” - VaR ? - Agg & Single-strategy Vaults - Strategy types - Tokenomics - Wen Launch 👇🏽 🧵
11:59 AM ∙ Mar 28, 2023
31Likes10Retweets

@crypthoem 's thread

Twitter avatar for @crypthoem
hoeem @crypthoem
Imagine earning real yield whilst being in complete control of your risk tolerance. What if I told you Sector (@sector_fi) holds the solution? 🧵 (0/6)
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4:50 PM ∙ Mar 24, 2023
65Likes16Retweets
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4 Comments
Zebulon
Mar 29Liked by 2lambroz.eth

gn

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1 reply by 2lambroz.eth
h0dltheph0ne
Mar 29

Dope review as always lambro 🔥. Also 50/50 on this.

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