> For the complete documentation index, see [llms.txt](https://diligentdeer.gitbook.io/notional-finance-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://diligentdeer.gitbook.io/notional-finance-guide/twitter-threads.md).

# Twitter Threads

## INDEX

* [x] [fCash Overview](/notional-finance-guide/twitter-threads/fcash-overview.md) fCash Overview \
  \- Why fCash? What problems does it solve?
* [x] [AMM Overview and Trades](/notional-finance-guide/twitter-threads/amm-overview-and-trades.md) fCash markets basics\
  \- How do lending and borrowing happen on notional? (super basic)
* [x] [fCash Valuation 1](/notional-finance-guide/twitter-threads/fcash-valuation-1.md) fCash valuation\
  \- Continuous compounding, future value and present value with an example of a lender.

\---

* [x] Liquidity fee
* [x] Lending\
  \- explain Lending trade in detail + explain how to use the tool and what info it provides\
  \- Impact of exit interest rates
* [x] Lending advanced\
  \- explain Lending trade in detail + explain how to use the tool and what info it provides\
  \- Impact of exit interest rates

\---

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

\---

* [ ] 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?](/notional-finance-guide/twitter-threads/what-happens-at-maturity.md) \
  \- 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

\---

* [ ] 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

\---

* [ ] 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

\---

* [ ] nToken minting\
  \- flow diagram
* [ ] nToken redemption\
  \- flow diagram
* [ ] Net fCash position\
  \- retweet every week

\---

* [ ] 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

\---

* [ ] making money with Interest rate risk, "reverse uno"\
  \- Lender\
  \- Borrower\
  \- LP
* [ ] Maturity risk\
  \- graph & excel ss
* [ ] A product for leveragooors\
  \- leverage vault basics

\---

* [ ] Entering
* [ ] Exiting
* [ ] Liquidations 💦

\---

* [ ] wstETH/WETH strategy risk and rewards
* [ ] wstETH/WETH strategy enter
* [ ] wstETH/WETH strategy Exit
