Optimizer Finance DAO

August 23 - September 13, 2024

Submission deadline: September 8, 11:00 hrs


Project Title: Optimizer Finance DAO

Problem:

Traditional investors find the crypto asset market highly volatile and complex to manage without prior experience with on-chain tools.

Solution:

A decentralized platform offering tokenized investment products in crypto assets, managed in an automated and transparent manner through a DAO.

Key Features:

  • Defined strategies: Each product aligns with a specific investment thesis, offering options for different risk profiles and objectives.
  • Risk management: Optimized for financial metrics such as Value at Risk (VaR) or Expected Shortfall (ES), protecting investor capital.
  • Automation: Operates with minimal human intervention, reducing costs and errors.
  • Intelligent rebalancing: Uses Machine Learning (ML) algorithms based on on-chain data to adjust the portfolio and maximize returns.
  • Transparency: Fully auditable on the blockchain, providing trust and security to investors.

How It Works:

  1. Product creation: The DAO community proposes and votes on the creation of new investment products, defining the key parameters (assets, risk level, ML model, duration, etc.).
  2. Investment: Investors acquire tokens that represent a share in the chosen investment product.
  3. Automated management: The product operates autonomously, rebalancing the portfolio according to market conditions and established parameters.
  4. Transparency and audit: All transactions and operations are recorded on the blockchain and can be audited at any time.

Value Proposition:

  • Ease of use: Simplified access to sophisticated investment strategies.
  • Profitability: Risk-adjusted return optimization.
  • Transparency: Full visibility and control over investments.
  • Security: Capital protection through risk management and blockchain technology.

Summary

A dApp that manages a crypto portfolio, similar to an ETF in the web3 context, offering:

  • Expected returns
  • Risk reduction
  • Diversification benefits

The application will use data and projections to back its claims, allowing users to invest in a diversified basket of liquid tokens managed by machine learning algorithms. This will provide greater efficiency and optimization in digital asset management, dynamically adapting to market conditions.

Team Members

  • Diego J

  • Brandyn H

  • Antonio T

  • Contains the 2 main crypto assets

  • For traditional and institutional investors

  • Secure and efficient exposure to the on-chain market.

    Product Example: Token101 by OptimizerFinanceDAO(R)

    Investment thesis:

Proposed Product: C101

FeatureDetail
NameC101
Duration5 years
BlockchainEthereum Mainnet
AssetsETH, BTC
RebalancingDaily, based on an open-source ML model running in a Trusted Execution Environment (TEE)
DataObtained hourly via Chainlink
ModelPortfolio Optimizer V3
FeatureDetail
NameC201
Duration3 years
BlockchainEthereum Mainnet
AssetsMATIC, SOL, AVAX, LINK, UNI, AAVE, DOT, and other selected altcoins
RebalancingWeekly, based on an open-source ML model running in a Trusted Execution Environment (TEE)
DataObtained in real time through decentralized oracles such as Chainlink and Band Protocol
ModelPortfolio Optimizer V4 (optimized for high risk and return)

See also: Tokenomics | RWA Financial Model | Critical Path | Prizes | Tech Stack

Related projects: ETH Global NYC | Financial Contracts