🧵Twitter Threads

INDEX

• fCash Overview fCash Overview - Why fCash? What problems does it solve?

• AMM Overview and Trades fCash markets basics - How do lending and borrowing happen on notional? (super basic)

• fCash Valuation 1 fCash valuation - Continuous compounding, future value and present value with an example of a lender.

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• Liquidity fee

• Lending - explain Lending trade in detail + explain how to use the tool and what info it provides - Impact of exit interest rates

• Lending advanced - explain Lending trade in detail + explain how to use the tool and what info it provides - Impact of exit interest rates

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• Borrowing - explain Borrowing trade in detail + explain how to use the tool and what info it provides - Impact of exit interest rates

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• How to manage your position as a borrower? Wish good luck to the borrower - how can one adjust their collateral ratio - UI screenshots

• What happens at maturity? - You don't give a shit - What happens with the lender and the borrower at the time of maturity?

• AMM 1 - Impact of scalar and anchor

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• AMM 2 - Why we need a dynamic curve

• impact of lending trade on liquidity pool - borrowers frowning - pool prop - Rates and exchange rate

• impact of Borrowing trade on liquidity pool - The team is partying - pool prop - Rates and exchange rate

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• impact of LP trade on liquidity pool| - pool prop - Rates and exchange rate

• liquidity provisioning v1 vs v2 - table (pros-cons)

• nTokens intro - do you want NOTE incentives? - Deposit shares

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• nToken minting - flow diagram

• nToken redemption - flow diagram

• Net fCash position - retweet every week

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• Quarterly rolls - what happens to your liquidity at the time of maturity?

• LPs making $$ - How LPs make money? - liquidity fee - Net fCash pos - NOTE incentives

• Interest rate risk - Lender - Borrower - LP

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• making money with Interest rate risk, "reverse uno" - Lender - Borrower - LP

• Maturity risk - graph & excel ss

• A product for leveragooors - leverage vault basics

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• Entering

• Exiting

• Liquidations 💦

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• wstETH/WETH strategy risk and rewards

• wstETH/WETH strategy enter

• wstETH/WETH strategy Exit