Domingo_gou

You think Curator is allocating pools—but in reality, it’s building a fixed-term hedge fund.
These past two days, I’ve been running around for Qingming. Honestly, customs differ from region to region. In our place, we can only start construction after the Great Cold, but in other places, it’s okay—so that’s also pretty good.
Then I saw TermMaxFi: “curators can’t build strategies without rate certainty.”
To be honest, many people understand only half of this sentence—but the other half is even more critical.
1、What Curator is doing now actually doesn’t matter
What everyone understands about cur

You might think Curator is just allocating pools, but in reality, it's building a fixed-term hedge fund.
These days, I've been running around during Qingming Festival, and really, every region has different customs. In our place, we can only start construction after the Major Cold, but elsewhere, it's okay earlier, which is quite good.
Then I saw TermMaxFi say, “curators can’t build strategies without rate certainty.”
Honestly, many people only understand half of this statement, but the other half is even more critical.
1. What Curator is doing right now is actually less important.
Currently,

You Know TVL, but this is more like an on-chain debt maturity table
Friends, Qingming Festival peace and health. Many people saw @TermMaxFi's tweet: “fixed income is the inevitable next layer.”
They liked it and scrolled away, but I watched it several times and felt a bit uneasy. If this statement is true, many of the things people are looking at now are actually wrong.
1. We've been watching TVL, but TVL itself is not the answer
In most DeFi:
TVL = growth
TVL = success
But in the world of fixed income, this logic is exactly the opposite. How much money there is doesn't matter; when it is repa

Peaceful Qingming. My deepest memory of Qingming is the scene from "The Legend of White Snake" during the Qingming tomb-sweeping, with rain falling softly and loved ones' souls brokenhearted.
Whenever I have time, I also keep an eye on TermMax. Currently at position 9, just surpassing Old Wang. Many predictions are flying around, especially about the TGE in May. Given the current market conditions, it might not happen soon, so everyone should be prepared. Also, there's the MP exchange forecast—I think it’s around 1000:5. Considering the overall market situation, that’s not too far off. The top

First, there was the printing press, then the distribution of ownership—$TMX how to reprice DeFi with reverse thinking
Most of the token issuance logic in the crypto space is essentially crowdfunding for a big pie. The white paper is written in elaborate language, but it’s really just using retail investors’ money to cover the team’s trial-and-error costs. However, the white paper released by @TermMaxFi this time directly flipped the table.
The official statement is very straightforward: “$TMX isn’t funding a roadmap. The protocol is thriving.” Translated, it means we’re not here to ask for

The underlying logic of contrarian FOMO: You dismiss fixed income because you've miscalculated the opportunity cost.
Many people lose money in DeFi not because they are not smart enough, but because they misjudge a calculation, mistaking high-frequency reckless trading for capital efficiency.
This leads to a highly counterintuitive phenomenon—reverse FOMO.
Many users put their funds into fixed-rate pools to secure certain returns, but when they see the chaotic market outside, they always feel like they are losing. Clearly, their books show profits, but logically, they feel extremely uncomforta

Fixed-Rate MEV: The End of Fixed Income and the Manipulated Dark Web Path
Everyone talks about fixed interest rates, and the first reaction is often risk aversion and certainty. It seems that as long as you deposit money, the interest rate is locked in. But this is actually a huge cognitive blind spot.
On-chain, smart contracts can only lock in your final yield but can never lock in your transaction execution order. From the moment you click confirm to the block being mined, your funds are running naked in the mempool.
This is the hardcore truth I want to dissect today: when certain returns co

The Truth About TermMax: An Underlying Revolution in Pricing Power
Recently, everyone has been earning points on @TermMaxFi, but few realize that this protocol is quietly doing something that could revolutionize the hierarchy of DeFi.
It’s not asking you to save money; instead, through its product mechanism, it trains every ordinary Lender to become a Maker on the order book.
In the old lending model, you were just a capital provider, a passive farmer accepting interest rates; but in #TermMax , you begin to reclaim pricing power and become the house that sets the rules.
From begging for mercy