RE: Crypto.com Sends 320k ETH Out Of Treasury Accidentally

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In fact it might not have been a mistake but on purpose. There was an audit at gate.io and they got those ETH just in time to show something in their balance. Unbelievable what those guys do with customers funds. DeFi (for now at least) is dead, it can´t be trusted.
It was also too good to be true. Nobody can reasonably promise 20% or more APY. Even with the HBD it is not fully clear to me how it can sustainably work.



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Oooh I didn't know about that, some serious accounting gimmicks going on right now as companies and protocols/techcompanies with a token try to cover their arses. A lot of these "deFI' services have liquidity on exchanges that now went tits up, so how can they be considered safe

HBD can offer 20% until you try to realise the gain and you see there's fuckall liquidity to sell your tokens, sure it works when there's small amounts and you can make an insignificant return on $1 but when you scale it, and people are putting in millions it quickly unravels, Terra Luna is just an example of that

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YES!

It is extremely unlikely that this is an accident.
Both crypto.com and gate.io included that ETH in their asset report.
They'd rather look like fucking idiots than not have ETH reserves.
It's wild.

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Even with the HBD it is not fully clear to me how it can sustainably work.

What you are implying here is that, not only can Hive not generate an average return of like 1% to make up for HBD yield, but also HBD yield will never change even though it's a variable number that can be changed at any time.

For example, if there is 10M HBD in circulation, and Hive market cap is $100M, then we have a debt ratio of 10%. After a year, we owe the HBD holders 2M more HBD, which is only 2% of the total Hive market cap. Thus Hive only has to go up 2% that year to pay for the yield. Is this unsustainable?

On top of all this you're not even factoring in inflation either. Everyone knows the value of fiat goes down. This can also be subtracted from the 20%. If you think inflation is 8% then 20% APR is really only a 12% return on value. And if that is true, that USD has been devalued 8%, then Hive token price should see an increase of 8% to reflect that, which is already magnitudes more than enough to pay the HBD yield.

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As long as the market is small enough that you have a central actor to conduct open market operations you can keep it within its bounds, so sure it can be an insignificant market that a few actors manage the peg but the moment it had any scale it would fall on its arse

Anyone with 15 minutes can head to an exchange and see that HBD is a roach motel with no natural buyers of any scale to get you in and out of it, 20% APR is fine like I said for someone holding a few bucks, but any reasonable size, it doesn't factor in the time decay it would take for you to unroll that position

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