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Dapp-Learning-DAO · May 12, 2023 · 2f8961c · 2f8961c
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diff --git a/basic/35-dune-analytics-nansen/readme.md b/basic/35-dune-analytics-nansen/readme.md
@@ -276,6 +276,10 @@ SELECT DISTINCT(tablename) FROM pg_catalog.pg_tables
    contract_address = '\xc36442b4a4522e871399cd717abdd847ab11fe88';
 ```
 
+### mastering-chain-analytics
+https://sixdegreelab.gitbook.io/mastering-chain-analytics/
+
+入门教程：https://0xbi.mirror.xyz/6cbedGOx0GwZdvuxHeyTAgn333jaT34y-2qryvh8Fio
 ## 参考链接
 
 - 视频：https://www.bilibili.com/video/BV1ZK4y137Ce

diff --git a/defi/Curve-V2/crvusd.md b/defi/Curve-V2/crvusd.md
@@ -0,0 +1,5 @@
+## Crvusd 
+
+## 参考链接
+Curve Stablecoin 非权威解读： https://paco0x.org/curve-stablecoin/
+From Uniswap v3 to crvUSD LLAMMA: https://0xreviews.xyz/
diff --git a/defi/instadapp/code.md b/defi/instadapp/code.md
@@ -0,0 +1,179 @@
+# Instadapp
+
+
+## code analysis
+1. InstaIndex: This is the Main Contract for all the Defi Smart Accounts. Used to create a new Defi Smart Account for a user and run a cast function in the new smart account.
+
+2. InstaImplementationM1: This contract contains most core functions of smart account name cast(). It is only called by owners of smart accounts and has full-fledge access over the smart account. Used also to access all the DSA.
+
+3. build(owner, accountVersion, _origin) 
+Create a DSA Account using this function. It returns the address of the DSA account created.
+
+4. cast(_targets, _datas, _origin) 
+Using cast() user can access the connectors, which allows the smart account to interact with protocols or set up any settings on the smart account.
+
+
+Connectors are standard proxy logics contract that let DeFi Smart Account (DSA) interact with various smart contracts, and make the important actions accessible like cross protocol interoperability. 
+
+
+
+- Index: This is the Main Contract for all the DeFi Smart Accounts. Used for creating a new DeFi Smart Account of a user and to run a cast function in the new smart account.
+
+- InstaList: Maintains a registry of all the DeFi Smart Account users using a Linked List. Using the user’s address, a smart account Id is created which is later mapped to get a smart account address. With this address, an account link is created which is utilised to add and remove accounts from the LinkedList.
+
+- InstaAccounts: It’s the DeFi Smart Account Wallet. All smart accounts that are created are a clone of this contract.
+
+- InstaConnectors: Holds a registry of all the Connectors associated with InstaDapp. An array of all the connectors is maintained using their address.
+
+- InstaMemory: All the data (bytes, uint, address and Storage Id) for the cast function are stored in this contract.
+
+
+# instadapp lite 
+
+## v1 code analysis 
+
+usr  ->  ieth  -> DSA -> aave 
+User interaction contract: 0x8140725f7bda9484e20a86b9ed76cd39748824d6   ethwrapper
+**iETH v1:**
+0xc383a3833a87009fd9597f8184979af5edfad019   (system parameters)
+Implement:  https://etherscan.io/address/0x79a043f68547dff57f4f5f30115d76bf01e8fdfc#code
+code:       https://etherscan.deth.net/address/0x79a043f68547dff57f4f5f30115d76bf01e8fdfc#code 
+vaultDSA:  0x94269A09c5Fcbd5e88F9DF13741997bc11735a9c 
+Rebalance contract:  https://etherscan.io/address/0xcfcdb64a551478e07bd07d17cf1525f740173a35#code
+
+
+
+#### supply 方法：
+1. 如果是eth，则将将eth在1inch兑换成steth
+2. 调用ethVault.supply方法，传入steth数量，返回itoken数量；
+3. InstaVault： 0xc383a3833A87009fD9597F8184979AF5eDFad019 
+主要调用supplyInternal 方法
+   - getCurrentExchangePrice 获取当前的ieth的兑换率；并更新当前的ieth兑换率以及协议收益revenue；
+   - vtokenAmount_ = (amount_ * 1e18) / exchangePrice_; mint出vtokenAmount_数量发送给用户。
+
+
+### withdraw方法：
+ withdraw(uint256 amount_, address to_)
+1. 调用withdrawInternal(amount_, to_, false);
+    - getCurrentExchangePrice获取当前汇率
+    - updateStorage(exchangePrice_, newRevenue_) 更新汇率以及协议收益revenue;
+    - 根据汇率计算出可提steth数量
+    - burn itoken
+    - 收取万一的withdraw fee，得出最终可提数量，
+    调用 withdrawFinal(uint256 amount_, bool afterDeleverage_) 方法
+      - 调用netAssets()，获取vault和 vaultDSA 各自steth,weth余额；
+      - 如果afterDeleverage_为false， 则保证金率需要5%以上， 如果为true，保证金率需要10%以上，maxLimit最大负债率为72%；
+      - 计算最大可借债务：colCoveringDebt_ = ((netBorrow_ * 10000) /(ratios.maxLimit - margin_)); 
+      - 检查用户可提取amount需要小于balances_.totalBal + netCollateral_ - colCoveringDebt_，即系统最大可提取金额；
+      - 提款顺序： 优先提vault的weth， steth, 再提 vaultDSA的weth， steth, 然后从借贷协议取； 计算出各个vault可提取transferAmts_[5]；
+      - 调用withdrawTransfers(uint256 amount_, uint256[] memory transferAmts_)
+           returns (uint256 wethAmt_, uint256 stEthAmt_) 执行转账操作，返回要转的weth和steth金额；aave提取的钱以及vaultDSA的钱都会返回到vault合约。最后由vault合约转给用户；
+
+      - 调用validateFinalRatio检查协议安全系数； maxIsOk_，以及hfIsOk_；  
+      - 如果afterDeleverage_是true，还要检查minGapIsOk_， 是否满足最小借债率要求；  
+
+
+
+### leverage 方法 
+function leverage(uint256 amt_) external nonReentrant 
+// If ratio is below then this function will allow anyone to swap from steth -> weth.  seth->weth
+1. 扣除swapfee后（目前是0）， 用户转入amt_ 的steth;
+2. 计算vault当前weth，以及steth数量；
+3. 如果weth充足，直接转给用户weth； 函数返回
+4. 如果不足，则将vault的所有steth充入vaultDsa，然后将steth一起deposit到aave，borrow剩余的weth，返回给用户；
+5. 并检查validateFinalRatio。 maxIsOk_，minIsOk_最大和最小负债率。
+
+
+
+### deleverage 方法 
+ function deleverage(uint256 amt_) external nonReentrant
+//If ratio is above then this function will allow anyone to payback WETH and withdraw astETH to msg.sender at 1:1 ratio.
+// weth -> steth, 减少池子在aave的债务。
+1. 调用deleverageInternal方法， 
+   - vault合约将用户的weth转入到vaultDSA;
+   - 先偿还aave上amt的的weth债务，
+   - 如果不是DSA，直接从aave提取加上deleverage fee的amt weth， 然后转steth给用户。
+   - 如果用户是DSA，则从vaultDSA直接提取astethToken给用户。 
+2.  检查validateFinalRatio。 minGapIsOk_最小负债率
+
+
+### rebalanceOne 
+ 方法：leverage and rebalance the position.增加负债，平衡仓位；
+ rebalanceOne(
+        address flashTkn_,
+        uint256 flashAmt_, 
+        uint256 route_,             // flashloan route
+        address[] memory vaults_, // leverage using other vaults
+        uint256[] memory amts_,
+        uint256 excessDebt_,     //增加债务 weth
+        uint256 paybackDebt_,    //减少债务 weth
+        uint256 totalAmountToSwap_,  // 1inch swap  steth ->weth
+        uint256 extraWithdraw_,      //提款
+        uint256 unitAmt_,           //swap slippage
+        bytes memory oneInchData_
+    )
+
+    1. functionDelegateCall 方法rebalancerModuleAddr： https://etherscan.io/address/0xcfcdb64a551478e07bd07d17cf1525f740173a35#code 
+    2. 一系列检查， 不能同时增加债务和偿还债务， 不能同时swap和偿还债务，
+    3. getIdealBalances 获取vault和vaultDSA weth,steth空余余额,以及闲置总余额；
+    4. 如果weth，steth大于0.0001， 转入到vaultDSA;
+    5. 如果是excessDebt_，增加债务，在aave存入flashTkn_，flashAmt_借出excessDebt_ weth债务，
+       如果vaults_不为空； 
+       循环调用vaults的deleverage方法，转入weth，换取steth，帮助 vaults降低杠杆；
+       如果totalAmountToSwap_不为空，则调用1inch接口，卖出stEthAddr换steth，然后存入aave。
+       excessDebt_存在，则从aave再withdraw flashTkn_,flashAmt_, 然后flashPayback。偿还闪电贷。 
+    6. 检查validateFinalRatio
+
+
+
+###  rebalanceOne
+// 调仓使得仓位更安全， 方便用户退出，   
+ function rebalanceTwo(
+        uint256 withdrawAmt_,
+        address flashTkn_,
+        uint256 flashAmt_,
+        uint256 route_,
+        uint256 totalAmountToSwap_,
+        uint256 unitAmt_,
+        bytes memory oneInchData_
+    ) external  
+
+   1.  validateFinalRatio()获取hf，安全则设置2%滑点，不安全5%
+   2. getIdealBalances 获取vault和vaultDSA weth,steth空余余额,以及闲置总余额；
+   3. 将空闲资金转入vaultDSA;
+   4. 使用闪电贷，卖出steth，买入weth；偿还债务
+   5. 检查validateFinalRatio
+
+
+
+## instadapp lite v2 code analysis 
+
+v2 function description 
+1. ERC-4626 Standard
+2. Multi-protocol Strategy
+3. Improved Withdrawals 
+4. Rebalancers
+
+The Rebalancer can carry out the following transactions on the vault:
+- deposit
+deposit assets from the vault into a protocol whenever the vault has excess deposit
+- withdraw 
+withdraw assets  from protocol back to vault;  It can only happen as per the max ratios;
+- leverage 
+leveraging the assets to earn greater yield  as per the max ratio
+- Refinance
+ move assets between protocols;
+When you deleverage the vault, the vault unwinds by selling stETH collateral to repay ETH debt. When issuing a deleverage there will be increased gas costs as the transaction uses a flashloan to unwind the vault and withdraw your deposit.
+
+**for User** 
+Deleveraging:  If for any reason there is not enough liquidity in the withdraw pool or you want to withdraw more than is available, you still redeem your balance by forcing a deleverage to the vault.
+
+
+**iETH v2**
+0xA0D3707c569ff8C87FA923d3823eC5D81c98Be78 
+Implement: https://etherscan.io/address/0x172455d14d1eb242e6f7f3b451529ab289095bb6#code
+
+
+
+## Reference
+- Introducing Lite v2: https://blog.instadapp.io/introducing-lite-v2/
diff --git a/defi/instadapp/readme.md b/defi/instadapp/readme.md
@@ -1,179 +1,9 @@
 # Instadapp
 
 
-## code analysis
-1. InstaIndex: This is the Main Contract for all the Defi Smart Accounts. Used to create a new Defi Smart Account for a user and run a cast function in the new smart account.
-
-2. InstaImplementationM1: This contract contains most core functions of smart account name cast(). It is only called by owners of smart accounts and has full-fledge access over the smart account. Used also to access all the DSA.
-
-3. build(owner, accountVersion, _origin) 
-Create a DSA Account using this function. It returns the address of the DSA account created.
-
-4. cast(_targets, _datas, _origin) 
-Using cast() user can access the connectors, which allows the smart account to interact with protocols or set up any settings on the smart account.
-
-
-Connectors are standard proxy logics contract that let DeFi Smart Account (DSA) interact with various smart contracts, and make the important actions accessible like cross protocol interoperability. 
-
-
-
-- Index: This is the Main Contract for all the DeFi Smart Accounts. Used for creating a new DeFi Smart Account of a user and to run a cast function in the new smart account.
-
-- InstaList: Maintains a registry of all the DeFi Smart Account users using a Linked List. Using the user’s address, a smart account Id is created which is later mapped to get a smart account address. With this address, an account link is created which is utilised to add and remove accounts from the LinkedList.
-
-- InstaAccounts: It’s the DeFi Smart Account Wallet. All smart accounts that are created are a clone of this contract.
-
-- InstaConnectors: Holds a registry of all the Connectors associated with InstaDapp. An array of all the connectors is maintained using their address.
-
-- InstaMemory: All the data (bytes, uint, address and Storage Id) for the cast function are stored in this contract.
-
-
-# instadapp lite 
-
-## v1 code analysis 
-
-usr  ->  ieth  -> DSA -> aave 
-User interaction contract: 0x8140725f7bda9484e20a86b9ed76cd39748824d6   ethwrapper
-**iETH v1:**
-0xc383a3833a87009fd9597f8184979af5edfad019   (system parameters)
-Implement:  https://etherscan.io/address/0x79a043f68547dff57f4f5f30115d76bf01e8fdfc#code
-code:       https://etherscan.deth.net/address/0x79a043f68547dff57f4f5f30115d76bf01e8fdfc#code 
-vaultDSA:  0x94269A09c5Fcbd5e88F9DF13741997bc11735a9c 
-Rebalance contract:  https://etherscan.io/address/0xcfcdb64a551478e07bd07d17cf1525f740173a35#code
-
-
-
-#### supply 方法：
-1. 如果是eth，则将将eth在1inch兑换成steth
-2. 调用ethVault.supply方法，传入steth数量，返回itoken数量；
-3. InstaVault： 0xc383a3833A87009fD9597F8184979AF5eDFad019 
-主要调用supplyInternal 方法
-   - getCurrentExchangePrice 获取当前的ieth的兑换率；并更新当前的ieth兑换率以及协议收益revenue；
-   - vtokenAmount_ = (amount_ * 1e18) / exchangePrice_; mint出vtokenAmount_数量发送给用户。
-
-
-### withdraw方法：
- withdraw(uint256 amount_, address to_)
-1. 调用withdrawInternal(amount_, to_, false);
-    - getCurrentExchangePrice获取当前汇率
-    - updateStorage(exchangePrice_, newRevenue_) 更新汇率以及协议收益revenue;
-    - 根据汇率计算出可提steth数量
-    - burn itoken
-    - 收取万一的withdraw fee，得出最终可提数量，
-    调用 withdrawFinal(uint256 amount_, bool afterDeleverage_) 方法
-      - 调用netAssets()，获取vault和 vaultDSA 各自steth,weth余额；
-      - 如果afterDeleverage_为false， 则保证金率需要5%以上， 如果为true，保证金率需要10%以上，maxLimit最大负债率为72%；
-      - 计算最大可借债务：colCoveringDebt_ = ((netBorrow_ * 10000) /(ratios.maxLimit - margin_)); 
-      - 检查用户可提取amount需要小于balances_.totalBal + netCollateral_ - colCoveringDebt_，即系统最大可提取金额；
-      - 提款顺序： 优先提vault的weth， steth, 再提 vaultDSA的weth， steth, 然后从借贷协议取； 计算出各个vault可提取transferAmts_[5]；
-      - 调用withdrawTransfers(uint256 amount_, uint256[] memory transferAmts_)
-           returns (uint256 wethAmt_, uint256 stEthAmt_) 执行转账操作，返回要转的weth和steth金额；aave提取的钱以及vaultDSA的钱都会返回到vault合约。最后由vault合约转给用户；
-
-      - 调用validateFinalRatio检查协议安全系数； maxIsOk_，以及hfIsOk_；  
-      - 如果afterDeleverage_是true，还要检查minGapIsOk_， 是否满足最小借债率要求；  
-
-
-
-### leverage 方法 
-function leverage(uint256 amt_) external nonReentrant 
-// If ratio is below then this function will allow anyone to swap from steth -> weth.  seth->weth
-1. 扣除swapfee后（目前是0）， 用户转入amt_ 的steth;
-2. 计算vault当前weth，以及steth数量；
-3. 如果weth充足，直接转给用户weth； 函数返回
-4. 如果不足，则将vault的所有steth充入vaultDsa，然后将steth一起deposit到aave，borrow剩余的weth，返回给用户；
-5. 并检查validateFinalRatio。 maxIsOk_，minIsOk_最大和最小负债率。
-
-
-
-### deleverage 方法 
- function deleverage(uint256 amt_) external nonReentrant
-//If ratio is above then this function will allow anyone to payback WETH and withdraw astETH to msg.sender at 1:1 ratio.
-// weth -> steth, 减少池子在aave的债务。
-1. 调用deleverageInternal方法， 
-   - vault合约将用户的weth转入到vaultDSA;
-   - 先偿还aave上amt的的weth债务，
-   - 如果不是DSA，直接从aave提取加上deleverage fee的amt weth， 然后转steth给用户。
-   - 如果用户是DSA，则从vaultDSA直接提取astethToken给用户。 
-2.  检查validateFinalRatio。 minGapIsOk_最小负债率
-
-
-### rebalanceOne 
- 方法：leverage and rebalance the position.增加负债，平衡仓位；
- rebalanceOne(
-        address flashTkn_,
-        uint256 flashAmt_, 
-        uint256 route_,             // flashloan route
-        address[] memory vaults_, // leverage using other vaults
-        uint256[] memory amts_,
-        uint256 excessDebt_,     //增加债务 weth
-        uint256 paybackDebt_,    //减少债务 weth
-        uint256 totalAmountToSwap_,  // 1inch swap  steth ->weth
-        uint256 extraWithdraw_,      //提款
-        uint256 unitAmt_,           //swap slippage
-        bytes memory oneInchData_
-    )
-
-    1. functionDelegateCall 方法rebalancerModuleAddr： https://etherscan.io/address/0xcfcdb64a551478e07bd07d17cf1525f740173a35#code 
-    2. 一系列检查， 不能同时增加债务和偿还债务， 不能同时swap和偿还债务，
-    3. getIdealBalances 获取vault和vaultDSA weth,steth空余余额,以及闲置总余额；
-    4. 如果weth，steth大于0.0001， 转入到vaultDSA;
-    5. 如果是excessDebt_，增加债务，在aave存入flashTkn_，flashAmt_借出excessDebt_ weth债务，
-       如果vaults_不为空； 
-       循环调用vaults的deleverage方法，转入weth，换取steth，帮助 vaults降低杠杆；
-       如果totalAmountToSwap_不为空，则调用1inch接口，卖出stEthAddr换steth，然后存入aave。
-       excessDebt_存在，则从aave再withdraw flashTkn_,flashAmt_, 然后flashPayback。偿还闪电贷。 
-    6. 检查validateFinalRatio
-
-
-
-###  rebalanceOne
-// 调仓使得仓位更安全， 方便用户退出，   
- function rebalanceTwo(
-        uint256 withdrawAmt_,
-        address flashTkn_,
-        uint256 flashAmt_,
-        uint256 route_,
-        uint256 totalAmountToSwap_,
-        uint256 unitAmt_,
-        bytes memory oneInchData_
-    ) external  
-
-   1.  validateFinalRatio()获取hf，安全则设置2%滑点，不安全5%
-   2. getIdealBalances 获取vault和vaultDSA weth,steth空余余额,以及闲置总余额；
-   3. 将空闲资金转入vaultDSA;
-   4. 使用闪电贷，卖出steth，买入weth；偿还债务
-   5. 检查validateFinalRatio
-
-
-
-## instadapp lite v2 code analysis 
-
-v2 function description 
-1. ERC-4626 Standard
-2. Multi-protocol Strategy
-3. Improved Withdrawals 
-4. Rebalancers
-
-The Rebalancer can carry out the following transactions on the vault:
-- deposit
-deposit assets from the vault into a protocol whenever the vault has excess deposit
-- withdraw 
-withdraw assets  from protocol back to vault;  It can only happen as per the max ratios;
-- leverage 
-leveraging the assets to earn greater yield  as per the max ratio
-- Refinance
- move assets between protocols;
-When you deleverage the vault, the vault unwinds by selling stETH collateral to repay ETH debt. When issuing a deleverage there will be increased gas costs as the transaction uses a flashloan to unwind the vault and withdraw your deposit.
-
-**for User** 
-Deleveraging:  If for any reason there is not enough liquidity in the withdraw pool or you want to withdraw more than is available, you still redeem your balance by forcing a deleverage to the vault.
-
-
-**iETH v2**
-0xA0D3707c569ff8C87FA923d3823eC5D81c98Be78 
-Implement: https://etherscan.io/address/0x172455d14d1eb242e6f7f3b451529ab289095bb6#code
-
-
+## 相关竞品
+1. defisaver
+2. cian
 
 ## Reference
 - Introducing Lite v2: https://blog.instadapp.io/introducing-lite-v2/