Mario looks at Web3

In general, NFTStrategy leverages the low liquidity characteristics of NFT assets and clever DeFi design to create a Degen strategy similar to a micro-strategy on-chain NFT vault.

This article will summarize the opportunities for earning stablecoin yields on the Plasma mainnet, as well as participation tutorials and precautions, from the perspective of a DeFi beginner.

Overall, at the current market stage, shorting the funding rate on Boros is a choice where the benefits outweigh the risks, and through the three platforms of Binance, Hyperliquid, and Boros, a Delta Neutral arbitrage portfolio can be achieved with a fixed interest rate yield of up to 30%.

In this article, the author will outline the principles most suitable for DeFi newcomers, especially for some outside workers participating in DeFi, and analyze several stablecoin investment scenarios with similar returns and lower risks that are suitable for this group of users.

The author hopes to start a new series of articles to help friends quickly get started with DeFi, and to analyze the returns and risks of different strategies using the real data of DeFi whales. I hope everyone will support this. For the first issue, the author intends to begin with the recently popular interest rate arbitrage strategy and analyze the opportunities and risks of this strategy in conjunction with the capital allocation of AAVE whales.

Overall, the author believes that as Powell adjusts the FED's decision-making logic, the performance of the U.S. job market in the short term determines the market's confidence in a rate cut in September, which in turn affects the prices of risk assets.

Overall, the launch of Aave Umbrella has optimized the supply-side pressure of AAVE tokenomics, enhancing capital efficiency from the project's perspective. However, it is necessary to observe the impact on the protocol during the transition of existing incentive scenario participants, and specifically for stkGHO participants, it may be necessary to seek other yield scenarios.

Overall, taking Ethena as an example, the potential return rate of the Pendle YT leveraged points strategy can reach 393%, but it is important to be aware of the investment risks involved.

The PT leveraged mining strategy of AAVE+Pendle+Ethena is not a risk-free arbitrage strategy, and there is still a discount rate risk for PT assets. Therefore, participating users need to objectively assess and control their leverage to avoid liquidation.

As Trump's policies are being implemented one by one, attracting manufacturing back through tariffs, actively triggering stock market bubbles to force the Federal Reserve to cut interest rates and inject liquidity, and then promoting financial innovation through deregulation to accelerate industrial development, this set of strategies is genuinely changing the market. Among them, the RWA track under the favorable deregulation policies is increasingly gaining the attention of the cryptocurrency industry. This article mainly introduces the opportunities and challenges of tokenized stocks.