<![CDATA[The Trade Winds]]>https://blog.eastindiaonchaincompany.comhttps://substackcdn.com/image/fetch/$s_!n5m_!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F606917be-d044-4d29-b450-f58bc0cba781_190x190.pngThe Trade Windshttps://blog.eastindiaonchaincompany.comSubstackTue, 28 Apr 2026 11:27:55 GMT<![CDATA[The Trade Winds #3]]>https://blog.eastindiaonchaincompany.com/p/the-trade-winds-3https://blog.eastindiaonchaincompany.com/p/the-trade-winds-3Sun, 29 Sep 2024 10:20:37 GMTWelcome to this week's drop of The Trade Winds. Below is a snapshot of the yield data we currently have on deck, a curated sample of actionable opportunities, and a brief overview of what is influencing the market this week.

Market Influences

Stablecoin Yield Opportunity

crvUSD Omnipool on Conic

  • Estimated APY: 22%

  • Network: Ethereum

  • TVL: $2.7M

  • Risk Level: High

  • CNC/CVX/CRV Rewards

Go to opportunity → Link

ETH Yield Opportunity

Super OETH on Origin

  • Estimated APY: 16.65%

  • Network: Base

  • TVL: $280M

  • Risk Level: Medium

Go to opportunity → Link

Explore All Yield Data

For more yield opportunities and analysis, visit our free and public yield dashboard over at eastindiaonchaincompany.com.

Stablecoin Yield:

  • Minimum: 3.50%

  • Maximum: 35.19%

  • Median: 11.32%

ETH Yield:

  • Minimum: 2.90%

  • Maximum: 21.34%

  • Median: 12.80%

Weekly DeFi Concept

Automated Market Maker (AMM)

AMMs are decentralized trading protocols that use mathematical formulas to price assets. They allow digital assets to be traded without permission and automatically use liquidity pools instead of a traditional market of buyers and sellers.

Example: Uniswap is a popular AMM. Instead of matching buyers and sellers like a traditional exchange, Uniswap uses an x*y=k formula to determine prices. If you want to trade ETH for USDC, you simply interact with the ETH-USDC liquidity pool, and the AMM calculates the exchange rate based on the pool's current ratio of ETH to USDC.

Resources

Website - Twitter - GitHub - Email - Newsletter

Thanks for reading The Trade Winds! Subscribe for free to receive new posts and support my work.

Remember, all investments carry risk. Always do your own research before investing. This is not financial advice but rather educative content designed to help you better understand the crypto markets and products.

]]><![CDATA[The Trade Winds #2]]>https://blog.eastindiaonchaincompany.com/p/the-trade-winds-2https://blog.eastindiaonchaincompany.com/p/the-trade-winds-2Sun, 22 Sep 2024 12:56:59 GMTWelcome to this week's drop of The Trade Winds. Below is a snapshot of the yield data we currently have on deck, a curated sample of actionable opportunities, and a brief overview of what is influencing the market this week.

Market Influences

  • Renewed energy from Token2049 in Singapore & Solana Breakpoint

  • Tailwinds from FED 0.5% rate cut and dovish FOMC.

Token2049 showed that despite recent general apathy across the market in primarily anything beyond BTC, there is undoubtedly a significant drive to progress the industry forward, with a larger community of builders and advocates every year. Raises for new projects are still in full swing, with an expected wave of existing projects preparing to deploy their highly anticipated tokens in Q4 this year (e.g. EigenLayer & Hyperliquid).

The FED cutting interest rates by 0.5%, communicating things are on track whilst pointing at a soft landing, and the BOJ keeping rates steady have given the markets the beginnings of a beneficial tailwind that could snowball, providing recession fears stay muted. Over six trillion dollars in money market funds are taking advantage of the current high interest rate environment, and everyone is betting on a portion of that to migrate into risk assets over the next few years.

Stablecoin Yield Opportunity

EURC Lending on Morpho

  • Estimated APY: 26.03%

  • Network: Base

  • TVL: $2.30M

  • Risk Level: Low

  • + MORPHO Incentives

Go to opportunity → Link

ETH Yield Opportunity

ETH Autopool on Tokemak

  • Estimated APY: 34.56%

  • Network: Ethereum

  • TVL: $11.80M

  • Risk Level: Medium

  • + TOKE Incentives

Go to opportunity → Link

Explore All Yield Data

For more yield opportunities and analysis, visit our public data yield dashboard at the East India Onchain Company. While you can enjoy the platform for free, we offer a premium tier that includes Telegram alerts, PDF generation, and early access to new yield opportunities.

Our curated yield landscape showcases 17 Ethereum, Base, and Arbitrum network opportunities. The risk profile of these opportunities is balanced to cater to all risk tolerances, with the majority (10) falling into the medium-risk category, four low-risk options, and three high-risk options. Below are the yield highlights for both the Stablecoin and ETH categories.

Stablecoin Yield:

  • Minimum: 3.50%

  • Maximum: 26.03%

  • Median: 10.72%

ETH Yield:

  • Minimum: 2.90%

  • Maximum: 34.56%

  • Median: 9.23%

Weekly DeFi Concept

Yield Farming

Yield farming involves lending or staking cryptocurrency assets to generate returns. Users provide liquidity to DeFi protocols and earn rewards, often through the platform's native tokens.

Example: A user deposits USDC into a lending protocol like Aave. They earn interest on their USDC and receive additional AAVE tokens as an incentive, potentially increasing their overall yield.

Resources

Website - Twitter - GitHub - Email - Newsletter

Thanks for reading The Trade Winds! Subscribe for free to receive new posts and support my work.

Remember, all investments carry risk. Always do your own research before investing. This is not financial advice but rather educative content designed to help you better understand the crypto markets and products.

]]><![CDATA[The Trade Winds #1]]>https://blog.eastindiaonchaincompany.com/p/the-trade-winds-1https://blog.eastindiaonchaincompany.com/p/the-trade-winds-1Wed, 18 Sep 2024 11:38:42 GMTWelcome to this week's drop of The Trade Winds. Below is a snapshot of the yield data we currently have on deck, a curated sample of actionable opportunities, and a brief overview of what is influencing the market this week.

Market Influences

  • FED interest rate decision at 18:00 UTC 18/09/2024 (expected cut to 5.25%).

  • FOMC press conference for economic outlook at 18:00 UTC 18/09/2024.

  • US presidential election.

The sentiment of the above is that the beginning of an orderly rate-cutting cycle (-0.25%) with a dovish FED stance is a bullish tailwind that might be further catalysed by a Trump win in the US election due to being significantly more pro-crypto than the opposition. In contrast, dramatic rate cuts representing more panic measures could signify hard-landing recessionary risks and be short to mid-term headwinds for risk assets alongside a democratic win in the upcoming election.

Stablecoin Yield Opportunity

GHO/USDT/USDC Pool on Aura

  • Estimated APY: 74.17%

  • Network: Ethereum

  • TVL: $744.15K

  • Risk Level: Medium

Go to opportunity → Link

ETH Yield Opportunity

weETH Harvest on Derive

  • Estimated APY: 20.87%

  • Network: Arbitrum

  • TVL: $4.92M

  • Risk Level: High

  • Note: DRV + EtherFi + EigenLayer points

Go to opportunity → Link

Explore All Yield Data

For more yield opportunities and analysis, visit our public data yield dashboard at the East India Onchain Company. While you can enjoy the platform for free, we offer a premium tier that includes Telegram alerts, PDF generation, and early access to new yield opportunities.

Total Yield Opportunities

20

Network Distribution

  • Ethereum: 15

  • Base: 2

  • Arbitrum: 1

Risk Distribution

  • Low: 3

  • Medium: 12

  • High: 5

Yield Distribution

  • Min: 2.90%

  • Max: 389.47%

  • Median: 11.57%

Weekly DeFi Concept

Impermanent Loss

Impermanent loss occurs when the price ratio of tokens in a liquidity pool changes, potentially resulting in less value than simply holding the tokens. It's 'impermanent' because the loss only becomes real when you withdraw your liquidity.

Example: Imagine depositing equal ETH and USDC values into a liquidity pool when ETH is worth $2,000. If ETH's price doubles to $4,000, the pool will rebalance to maintain equal value of both assets. When you withdraw, you'll have more USDC but less ETH than you started. If you had held your original assets, you would have gained more from ETH's price increase.

Resources

Website - Twitter - GitHub - Email - Newsletter

Thanks for reading The Trade Winds! Subscribe for free to receive new posts and support my work.

Remember, all investments carry risk. Always do your own research before investing. This is not financial advice but rather educative content designed to help you better understand the crypto markets and products.

]]>