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SBF
@SBF_FTX
1) In general it's not obvious what should be in a DeFi index! twitter.com/tarunchitra/st The new FTX index is: LINK, UNI, AAVE, YFI, SNX, SRM, RUNE, CRV, BAL, COMP, MKR, ZRX, MTA, WNXM, KNC, CREAM, SUSHI, REN, REP, BAND, SOL, AVAX, TOMO, SWRV, DOT
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Tarun Chitra
@tarunchitra
A good interview question for an index rebalance trader: How much will $DEFI's addition of a non-ERC-20 asset cause dislocation in the correlation between FTX's $DEFI and @defipulse's DPI? Can you estimate how the acquisition cost difference (liquidity diffs.) will mkt impact? twitter.com/avalancheavax/…
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SBF
@SBF_FTX
2) This rebalance is going from a fairly narrow index (blue-chip ETH DeFi protocols) to a more broad one: --blue-chip ETH DeFi (LINK, UNI, YFI, etc.) --popular forks (SUSHI, CREAM, SWRV, etc.) --DeFi on other chains (SOL, SRM, AVAX, DOT, TOMO, etc.)
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SBF
@SBF_FTX
3) In general I think larger indexes tend to be good: when people say 'how is DeFi' they tend to mean that pretty broadly. Similarly, ALT added LINK/DOT/ADA/TRX, and MID added a number of DeFi tokens.
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