Strategy comparison
Same capital, same horizon, same mainnet snapshot. Lending rates held constant (simple, not compounded); LP fees are a realised short window extrapolated linearly. Neither is a forecast. Analysis only.
Snapshot #223574536
demo-5000: $1,659.57 over 30 days
wallet 300 wNEAR ($900) + 600 USDt ($600); Burrow collateral 1150 wNEAR ($3450), supplied 50 USDt ($50); debt 2000 USDt. Gross $5000, net $3000.
Net return after fees, IL, gas and slippage
Swap wNEAR to USDC via #4512, supply to Burrow
$0.42
Supply the capital to Burrow in wNEAR (no swap)
$0.36
Hold the capital as it is (no yield, price exposure only)
$0.00
Current structure: keep the Burrow position (collateral carry minus debt cost)