BNB

Discussion in 'Crypto Assets' started by Cuddles, Feb 18, 2021.

  1. Sprout

    Sprout

    You get it. xDaichain and zkrollups with loopring are on the right track.

    Patience is the key here. All the liquidity is on ETH and cross chain interoperability is the trend.
     
    #31     Feb 19, 2021
    johnarb likes this.
  2. johnarb

    johnarb

    Your analysis of risk and yield relationship is actually incorrect

    Let me explain. Per my previous my post, yield is based on supply and demand of the crypto asset as measured in the available deposit and the demand for it. When the supply (deposits) of say Dai is less than 10% of due to overwhelming demand (borrow) from users of the platform, the interest rate on both deposit and borrow will be higher

    Compound is a mature Ethereum Defi project. Yes, I agree it has less risk, the smart contracts on the platform have been battle tested and I'm certain the hackers have tried many times to exploit any possible vulnerabilities

    Venus is still a new project on the Binance Smart Chain. Yes, I agree it has higher risks, but that's not why the yields are high. Let's just say tonight, all the users of compound decided to move in the same exact ratio from Compound to Venus, what do you think will happen to the yields? Would you agree with me that the yields would plummet?

    Here's my point, even if the yields crash on Venus, the risks are not lower but will actually increase, as now, all the hackers will put much more effort to try to exploit any vulnerabilities that may be present on the Venus platform and the rewards will be much higher given the much higher TVL on the Venus platform. Makes sense?
     
    Last edited: Feb 19, 2021
    #32     Feb 19, 2021
    Sprout likes this.
  3. johnarb

    johnarb

    My only comment is you're switching back and forth between the DeFi of BSC and the Binance website

    Cakeswap and Venus are Defi. Please limit your feedback experience on Defi only.

    I have used cakeswap at least 30 times to acquire BNB, XVS, and BSCX and trade out of CAKE. Every single one of those DEX trades were immediate and pennies in transaction fees (BNB amount).

    As someone who has done a ton of transactions using Uniswap and other Ethereum defi projects, it is night and day experience comparing BSC defi and Eth defi
     
    #33     Feb 19, 2021
    Sprout likes this.
  4. Sprout

    Sprout

    I enjoy your perspective, but as a purest BSC is CeFi posing as DeFi. All validators are owned by CZ and pancakeswap geoblocks.

    That doesn’t mean it’s not a good speculative instrument (and I wish I was more open minded to take that trade).

    I’m happy for your success but like so many who failed in their opsec, Binance froze funds without notice once it was discovered the end user violated ToS.

    True DeFi is a free and open market.
     
    #34     Feb 19, 2021
    Daal and johnarb like this.
  5. Daal

    Daal

    Yup, this whole thing is a pile of tail risk that is not much of an improvement over old finance. Once Uni has L2 or ETH2 launches, BSC is not that valuable anymore
     
    #35     Feb 19, 2021
  6. johnarb

    johnarb

    Yea, I do not like it for long term use and as I said, I'm not yield farming on the BSC because I don't believe in it for the long term

    But in the same way I used Binance.com Coinbase.com, Poloniex, bittrex, Kucoin to make trades and acquire cryptos before DEXes, I'm forced to use BSC and BNB and XVS for profit motives

    Perhaps that could be an ideological discussion.

    What if many Eth Defi cryptos users are ok using the BSC for profit motivation, i.e. fast and cheap transaction fees, at the end of the day, satoshi earned on BSC is still satoshi that can be hodled for the future

    And what does it do to Ethereum? less valuable and hoping all the users come back when Eth 2.0 comes out

    Only my opinions of course. The market will decide. So far, the market is saying "LFG to BSC!"

    [forgot to add, Binance.com can freeze my account for violating the terms and conditions of the website.

    CZ/Binance freezing individual wallets with private keys would be a BSC suicide. That's a highly improbable hypothetical I'm willing to risk 6 figure $ amounts that it will not happen]
     
    Last edited: Feb 19, 2021
    #36     Feb 19, 2021
    Sprout likes this.
  7. Daal

    Daal

    The difference between ETH and BSC
     
    #37     Feb 22, 2021
  8. johnarb

    johnarb

    No doubt, eth is much better than bnb in decentralization, but bnb (binance smart chain) is serving a purpose during this time when ethereum blockchain is not due to high gas fees and congested network

    https://elitetrader.com/et/threads/...s-as-a-major-issue.356028/page-9#post-5330939

    edit: Ethereum is decentralized, absolutely, no one should doubt it! Until something like a DAO hack happened and too much money were lost by the people in charge of Ethereum... There's a reason ETC (ethereum classic) exists.
     
    Last edited: Feb 23, 2021
    #38     Feb 23, 2021
    Sprout likes this.
  9. Cuddles

    Cuddles

    is KuCoin token the next BNB?
     
    #39     May 5, 2021
  10. johnarb

    johnarb

    That's a hard one to answer, depends if KCS can have all the same ecosystem as BNB. There's also FTT from FTX
     
    #40     May 5, 2021