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MEV-Opportunity at Gro protocol with new GRO/PWRD pool

Description

Gro protocol is launching a new Uniswap v2 pool including two of their native assets: GRO and PWRD. While GRO is a governance token, PWRD is tokenised representation of a stablecoin investment position, and can be redeemed at Gro protocol for the value of the underlying stablecoins.

This presents arbitrage opportunities whenever pricing in an AMM is off-peg vs the underlying asset pricing available from Gro protocol.

The opportunity can be captured by understanding the pathways for swapping the assets, and how to convert back into stablecoins using Gro protocol, and then creating arbitrage bots to automate this process.

The relevant contract addresses are at https://docs.gro.xyz/gro-docs/developer-apis/contracts

The relevant pool is here: https://v2.info.uniswap.org/pair/0x941f0c142f784f15d7dc0ecc9265669485b6801f

There is another Curve Metapool that has PWRD in it: https://curve.fi/factory/44/deposit

And you can read more about Gro here: https://docs.gro.xyz/gro-docs/ or at https://gro.xyz

Difficulty

Low: this is a arbitrage opportunity between well established DeFi protocols (Uniswap, Curve) and Gro protocol

Is this a one-off opportunity or is it reoccurring?

This is a reoccurring opportunity as the relevant pools will be incentivised and remain for the indefinite future. However the biggest MEV opportunity will be at the launch of the pools and the immediate days and weeks following, as this is when the market will present most arbitrage opportunities due to thinner pool liquidity and less established pathways.

Steps to capture MEV

As the price point of Gro protocol’s native assets (GRO,PWRD) drift off peg (PWRD are collateralised by stables) or deviate from the exchange rate in other pools (GRO) there is an opportunity to buy assets at a discount vs minting them from the protocol, or sell them at a premium vs burning them in the protocol. Because Gro protocol will incentivise only pools containing its own assets and no pairs with well-established assets (e.g. ETH or USDC) there is a risk that minting and redeeming PWRD through the deposit and withdrawal handler contracts of Gro protocol become bottlenecks for efficient pricing of GRO for the rest of the market.

Scenario 1) See that PWRD is trading above $1 in any AMM Mint PWRD from USDC/DAI/USDT in gro protocol Swap PWRD into overpriced AMM and receive more USDC/DAI/USDT than was used to mint PWRD

Scenario 2) See that there PWRD is either over or underweight in the Curve Metapool or Uniswap v2 pool. Buy/sell PWRD to/from the relevant pool at discount/premium

Protocols involved Uniswap v2, Curve Factory Metapool, Gro protocol

Tokens involved Gro protocol native tokens GRO (0x3ec8798b81485a254928b70cda1cf0a2bb0b74d7): valueless governance token with a free floating market value. PWRD (0xf0a93d4994b3d98fb5e3a2f90dbc2d69073cb86b): rebasing stablecoin. Yield accrues through a rebasing of the balanceof. Redeemable through Gro protocol at a 0.5% withdrawal fee of the underlying. Curve’s factory metapool: 50% PWRD, 50% 3CRV (USDT/DAI/USDC) Uniswap v2 pool: 50% PWRD, 50% GRO

Other

To contact the team please contact Hannes or Charlie at:

Telegram: https://t.me/Graadient or @charliem216 Twitter: @graadient or @charliem2161 Discord: graadient | gro#0001 or Charlie | Gro#2698 Email: [email protected] or [email protected]