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Application-申请/Project-AGDEX
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还请详细讲讲每个 milestone 会为生态带来哪方面的增长,最好是可以量化的数字指标。
或者是补齐了生态哪方面的缺失,解决了什么问题。
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完成补充,请再次review
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我更关注链上数据。比如
多少用户参与到agdex 是购买aglp。
其中多少是老用户。多少是链上新用户
以及链上新用户的定义口径是什么
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https://agdex.io/stats
https://agdex.io/sentio
链上数据都可以从这两个页面看到
新用户的定义口径是直接看DAU和AGLP Total Deposited Users的差值,如果需要别的定义也可以补充
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perpetual dex pair 对trading volume影响的下限是多少?
增加pair能带来整体volume的提升和淘汰无交易量的pair对比如何?
花研发资源在这方面的roi没有写清楚。看起来是可以通过运营手段可以规避技术瓶颈的
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在orcale perp里面,无交易量的pairs不会对流动性有任何影响,因为同一抵押品的流动性是一样的,但是pairs越多,平台使用的概率就越大。具体可以参考https://gains.trade/trading,他们有超过250个交易对
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逻辑同1一样,目前的交易对比较少,上限可能是30-40样子。也不存在淘汰无交易量的pair。
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这些技术的投入基本上协议发展的过程当中必要的,而且Aptos生态上,目前没有成功上线超过100个交易对(包括美股)的perp,因为他们都有流动性限制的问题,按照架构merkle后续应该也可以上很多交易对,只不过目前可能还有一些什么限制。
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这个技术的收益是什么。
如果是增加新资产隔离池子的风险的话,目前似乎没有更多资产需要。
我看了产品,还在支持wbtc和eth,目前生态上这两个资产的量非常有限。
短期内似乎还没到丰富/隔离资产的阶段
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- 最直接的技术收益就是可以提供用户多一个可以使用的抵押品,
- 比方说,新增aBTC的隔离池子,AGLP.aBTC,可以提供给Echo Protocol社区的用户多一个可以用aBTC来做Trade的可能性,同时又不影响AGLP的本身
- 支持wbtc和eth这个决定,是Aptos基金会的要求,要么就下架wbtc和eth,只要APT和两种U,要不就只能上wbtc和eth,他们不愿意接受别的风险敞口(目前是LZ版本的,如果他们要上原生的WBTC,估计到时需要替换)
- 新增加隔离的AGLP.aBTC和AGLP.stAPT可以为协议带来马上的TVL,也是DeFi的常见套娃策略,因为他们拿着stAPT也没什么做,如果是来做LP,也能赚手续费,如果是不想做LP,也能小额做多做空,赌一下。
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4和5这两个阶段的目标看起来可以直接使用revenue来作为目标
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也可以的,最终确实是提高AGLP的 Revenue/Fee 的收入(也就是提升APR),其实就是total trading volume,但是现在这个月,可能还比较难去预测可以到多少的total trading volume增量。需要更多的时间去观察这段时间激励对volume的影响变化,然后再把volume相关的KPI补充上去,目前可以先以这些细化的KPI来判定是否达成milestone。
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