AMMs as Managed, Customized Portfolios
11-13, 15:50–16:00 (Asia/Bangkok), Stage 4

When you provide liquidity to a Uniswap or Balancer pool, what financial product are you actually buying? This talk considers automated market makers from the perspective of liquidity providers. We first mathematically describe the underlying financial derivative that LP positions represent. Then, we show how to use AMMs to construct custom financial derivatives, specified by their payoff function, and discuss implications.

Theo is a Research Partner at Bain Capital Crypto, where he works on problems in cryptoeconomics and DeFi. He completed a PhD in mathematical optimization at MIT, during which he worked on network flow problems––everything from novel formulations to solvers to some fun blockchain applications.