Where are the opportunities on @optimismFND ?

find the lambro 🐑 find Opportunites

Opps we lost 2 substack frens since last email but anyways!

Welcome the 44 newly lambro substack frens who have joined me since June!

If u haven’t, join the 10.8k 2lambro Twitter frens & 921 substack frens now

We are still early, learning, growing with u guys since january 2023

Where are the opportunities on @optimismFND ?

ETH L2 narrative is coming

Hows $OP so far?

For the lazy readers

i put actionable opportunties below starts with a "🐑"

find the lambro 🐑 find Opportunites

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Quick TLDR on whats on Optimism DeFi

Optimism TVL by Category for Dapps over 5m TVL

• DEX 36.2%

• Lendinging 18.6%

• Derivatives & Synthetics 19%

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DEX

Dex is dominate by @VelodromeFi but

Best farms without locking is

🐑 @KyberNetwork has some good yield 26.76% ETH/sETH

depeg on @synthetix_io $sETH is low.

so its 26% apy on basically just holding ETH

diving deeper into the $SNX ecosystem later guys!

🐑 WBTC/USDT 18.4% not bad

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Lending

Lending is dominated by @aave

However there are few strategy u can run with $SNX on @sonnefinance

🐑

Although small capacity n maybe short lived

lending apy is 51%

with funding rate of 0.01 approx 10.95%

or

aave on eth cost 13.31% to lend

u can run some delta neutral there

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U can do the exact same strategy on @GranaryFinance as well but has even less capacity.

i wonder who is going so hard in shorting snx?

Notable mention @ExactlyProtocol , pretty neat design n one of the few projects that didnt "immigrate" to OP

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Derivatives & Perp Space

@perpprotocol 's "Hot tub" ETH arbitrage vault has relatively good yield of 10% as well.

It is basically an arbitrage/ keep the peg pool for perpetual protocol, worth checking out too

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CDP

• @overnight_fi

• @QiDaoProtocol

• @EthosReserve

Index

• @dHedgeOrg

• @torosfinance

Yield

@beefyfinance ( interview with @eren_beefy soon!)

n more... not going to list them all

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but noteable mention is @ExtraFi_io

🐑

a leverage yield farm, with $OP incentives worth finding gud short term farms.

I will keep an eye on $OP incentive to find alt pair to farm

*Not recommending this pair but just showing u the UI

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This is just a quick post after my researwch into $OP looking to dive deeper into the @optimismFND ecosystem n find some gems.

DM or tag me anything cool guys!

cc

The Optimistic Newsletter (by Subli_Defi)

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Heres an option for u to be a stalker to see what i do on chain