Strategy Vault + Solidly like Voting Emission?
@newoderDAO 's latest incubation
@camelotDEX 's next launchpad
@sector_fi
Lambro unverified twitter account's thought on it
@newoderDAO 's latest incubation
@camelotDEX 's next launchpad
@sector_fi
Lambro unverified twitter account's thought on it
TLDR
@sector_fi is strategy vault with single /aggregator vaults $SECT n $veSECT for governance, boosted emission &fee sharing
In thread
1️⃣ What is sector's strategies
2️⃣ My Concern about tokenomics
3️⃣ Launch Detail
4️⃣ My valuation & how i play it
unroll
2lambroz.substack.com
@sector_fi is strategy vault with single /aggregator vaults $SECT n $veSECT for governance, boosted emission &fee sharing
In thread
1️⃣ What is sector's strategies
2️⃣ My Concern about tokenomics
3️⃣ Launch Detail
4️⃣ My valuation & how i play it
unroll
2lambroz.substack.com
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 )
🔹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 )
"Da Vinci USDC Vault" on OP as example
is a mix of
USDC/ETH on @TarotFinance LP
USDC on @StargateFinance lending
is a mix of
USDC/ETH on @TarotFinance LP
USDC on @StargateFinance lending
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
E.g if u don't want ETH/USDC exposure u can just enter the
USDC: LND stargate single vault
🔹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
basically the points on how risky is it.
Da Vinci Vaults = Safer vaults
Medici Vaults = Higher risk vaults
More detail on
@crypto_linn 's thread
@Slappjakke 's thread
@jediblocmates 's thread
@crypthoem 's thread
@crypto_linn 's thread
@Slappjakke 's thread
@jediblocmates 's thread
@crypthoem 's thread
2️⃣ My Concern about tokenomics
🔹Boosted emission
🔹Protocol fee sharing
🔹Whitelist access to new vaults
🔹Boosted emission
🔹Protocol fee sharing
🔹Whitelist access to new vaults
🔹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.
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
@Sector_Fi/sect-value-accrual-40750df37c74" target="_blank" rel="noopener" onclick="event.stopPropagation()">medium.com
If not i will think $sect might end up being a farm token
Really love more detail on this on gitbook or medium post
@Sector_Fi/sect-value-accrual-40750df37c74" target="_blank" rel="noopener" onclick="event.stopPropagation()">medium.com
🔹Protocol fee sharing
Low fee compare to other strategy vaults
10% perormance fee in compare to @AlpacaFinance 's 19% fee is quite little.
sector-finance.gitbook.io
Low fee compare to other strategy vaults
10% perormance fee in compare to @AlpacaFinance 's 19% fee is quite little.
sector-finance.gitbook.io
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"
🔹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
• 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
4️⃣ My valuation & how i play it
TLDR
🤔Utility, Hard Market Demand
🤔Valuation
✅Initial mcap
✅Speculation
✅Investors profile
🤔Tokenomics
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?
• 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?
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.
@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
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
• 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.
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.
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
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
Thanks for reading guys
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