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Smartkarma:去中心化经济:数字金融未来发展深度洞察报告(中译版)(49页).pdf

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1、ResearchReinventedSmartkarma is a globalinvestment research networkthat brings togetherindependent Insight Providers,institutional investors,andcorporate investor relationsprofessionals and management.At Smartkarma,We Do Things DifferentlyWelcome to another Smartkarma eBook-a showcase of selected In

2、sightsfrom the Smartkarma network.These eBooks are meant to be an illustrationof the depth and breadth of research found on our platform-a snapshot ofwhat you can expect to see as a Smartkarma subscriber.All research on Smartkarmas platform is produced by independent InsightProviders.Almost half of

3、the research coverage on Smartkarma is on small-and mid-cap firms,demonstrating a differentiated view of the market,whichgenerally tends to skew large-cap.Research on our platform spans 15 corecontent verticals,including Equity Capital Markets,Event-Driven,Macro,Forensic Accounting,Credit,and more.T

4、he unprecedented upheaval that COVID-19 brought to global markets hasreaffirmed our conviction that there is true value in building and nurturingthriving networks that empower the distribution and exchange of insight.Thats why we leverage the online economy,applying this innovative mindsetto capital

5、 markets.For a single subscription,Smartkarma users canconsume all the research they need,just like Netflix enables viewers to watchunlimited hours of content.Our model ensures that research on our platform is objective and unbiased,independent and free from conflicts of interest.The platform determ

6、inesappropriate pricing according to the quality and value of each research piece.This helps independent Insight Providers monetise their research andincentivises them to produce truly high-quality,differentiated work thatstands out from the rest of the market.In the following pages,you will be able

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本文主要介绍了Smartkarma公司的投资研究网络,以及DeFi期权协议系列的第一篇文章。Smartkarma是一个全球投资研究网络,将独立见解提供商、机构投资者和公司投资者关系专业人员和管理层聚集在一起。文章指出,Smartkarma平台上的所有研究都是由独立的见解提供商产生的,其中近一半的研究覆盖了小型和中型公司,显示了与市场普遍趋势不同的观点。研究涵盖了15个核心内容垂直领域,包括股权资本市场、事件驱动、宏观、法务会计、信贷等。 文章还详细介绍了DeFi期权协议的生态系统,包括市场层和结构化产品层。市场层包括基础协议,用户和其他应用程序可以在其上创建期权和交易策略,以及促进期权买卖的订单簿市场和流动性池市场。结构化产品层则是在市场层之上构建的,利用其机制为存款人/流动性提供者提供收益的自动化交易策略。 文章重点分析了三个DeFi期权协议:Opyn、Ribbon Finance和Dopex。Opyn是一个基础协议,用户和其他DeFi应用程序可以在其上创建期权/策略。Ribbon Finance通过Theta Vaults为用户提供自动化策略,使许多没有期权交易知识或经验的普通投资者能够接触到专业和机构投资者长期以来在传统金融中使用的策略。Dopex则创新地依靠其双代币模型来最小化期权卖方的尾部风险,并为期权买方提供套利机会。 最后,文章指出,Opyn、Ribbon Finance和Dopex是作者认为将在未来一年具有激动人心的三个DeFi期权协议。
什么是DeFi期权协议? Opyn V2相比V1有哪些改进? SQUEETH是什么新金融衍生品?
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