Simulate - Market Analysis

The Simulate page for Lending & Borrowing is where strategic planning meets risk management. Unlike simulating individual assets, this powerful interface allows you to model entire lending market positions - analyzing complete portfolios across protocols like Aave V3 Ethereum. Here you can construct complex lending strategies, optimize capital efficiency, and understand liquidation risks before deploying capital.

Getting Started

When you arrive at the Simulate page, you're presented with a comprehensive market simulation environment. The interface defaults to showing an empty state, ready for you to build your lending and borrowing strategy from scratch. At the top, you'll see the selected market (e.g., "Aave V3 Ethereum") with protocol and network icons for quick identification.

Market Information Header

At the top of the page, you'll find:

  • Market Name: The specific lending market you're simulating (e.g., Aave V3 Ethereum)

  • Protocol Icon: Visual identifier for the lending protocol

  • Network Icon: The blockchain network where this market operates

  • Change Market Button: Allows you to switch to different lending markets for comparison

Core Performance Panels

The interface displays three critical metrics panels that update dynamically as you build your position:

Estimated Interest Panel: This panel shows your projected interest economics with a tabbed view:

Supply Tab: Shows interest earned from supplied assets

  • Monthly earnings in USD

  • Monthly percentage return

  • Yearly (APY) projection

Borrow Tab: Displays interest costs from borrowed assets

  • Monthly costs in USD

  • Monthly percentage cost

  • Yearly (APY) expense

Net Tab (default view): The combined view showing net interest

  • Net monthly profit/loss (-$18.97 in example)

  • Net monthly percentage (-0.08%)

  • Net yearly APY (-0.96%)

The Simulate Position Performance button opens detailed scenario analysis for the entire market.

Net Worth Panel

Displays your overall position value and key metrics:

Total Supplied: The sum of all supplied assets

  • Shows the APY earned on supplies

Total Borrowed: The sum of all borrowed assets

  • Shows the APY paid on borrows

Available to Borrow: Maximum additional borrowing capacit

  • Percentage of capacity used

Net Worth: Total Supplied minus Total Borrowed

Health Factor Panel

Critical risk metrics for your position:

Health Factor: The key liquidation metric

  • Above 1.0 = Safe from liquidation

  • Below 1.0 = Subject to liquidation

  • Higher is safer (more buffer)

Current LTV (Loan-to-Value): Current borrowing relative to collateral

  • Shows how leveraged your position is

Liquidation Threshold: The LTV at which liquidation occurs

  • When Current LTV reaches this, liquidation begins

Max LTV: Maximum borrowing capacity

  • The highest LTV allowed for new borrows

Position Configuration

The main workspace is divided into two sections:

Supplied Assets

Build your collateral position:

Add Asset Button: Opens asset selector to add supplies

  • Choose from available market assets

  • Enter amount to supply

  • View real-time APY for each asset

Asset Display: Each supplied asset shows:

  • Token icon and symbol

  • Amount supplied

  • USD value

  • Current supply APY

  • Action buttons (edit amount, remove)

Borrowed Assets

Configure your borrowing strategy:

Add Asset Button: Opens asset selector to add borrows

  • Choose from available assets

  • Enter amount to borrow

  • View current borrow APY

Asset Display: Each borrowed asset shows:

  • Token icon and symbol

  • Amount borrowed

  • USD value

  • Current borrow APY

  • Action buttons (edit amount, remove)

Calculation Timeframe

Located between the supply and borrow sections:

  • Adjustable from 1 to 365 days

  • Default: 14 days

  • Controls the period for average APY calculations

  • Affects all displayed metrics and projections

Asset Details Modal

Clicking the info icon next to any asset opens a comprehensive analysis modal:

Supplied and Borrowed Chart: Shows market-wide metrics for the specific asset.

  • Supplied Amount: Total market supply over time

  • Borrowed Amount: Total market borrows over time

  • Visualizes supply/demand dynamics

Daily APY Chart: Breaks down the historical rates over time.

  • Supply APY: Daily supply rates

  • Borrow APY: Daily borrow rates

  • Identifies rate volatility and trends

Position Health Section: Showcases live market statistics.

  • Current Total Liquidity: Total supplied liquidity

  • Current Borrowed: Total borrowed liquidity

  • Current Total Available: Current available liquidity

Historical Averages Section: Uses calculation timeframe to calculate averages.

  • Avg Total Supplied: Average supplied liquidity

  • Avg Total Borrowed: Average borrowed liquidity

  • Avg Total Available: Average available liquidity

Risk Parameters Section: Critical risk metrics for the asset.

  • Avg Supply APY: Average APY for supplying liquidity

  • Avg Borrow APY: Average APY for borrowing liquidity

  • Max LTV: Maximum you can borrow against this asset

  • Liquidation Threshold: The LTV in which your position will be liquidated

  • Avg Utilization Rate: The average utilization rate for the market

Market Overview Section

The bottom section provides market-wide context:

Market Table:

  • Avg Supply APY: 1.04%

  • Total Supplied: $997.82m

  • Available Liquidity: $594.83m

  • AVG Borrow APY: 2.59%

  • Total Borrowed: $402.99m

  • Utilization Ratio: 21.44%

Market Supplied and Borrowed Chart

  • Supply APY Line: Historical supply rates over time

  • Borrow APY Line: Historical borrow rates over time

  • Toggle each line on/off for clarity

  • Helps identify rate trends and optimal entry points

Best Practices

  1. Start with Collateral: Always add supplied assets before borrowing to establish your collateral base

  2. Monitor Health Factor: Keep it above 1.5 for safety; above 2.0 for conservative strategies

  3. Understand LTV Limits: Different assets have different borrowing power

  4. Calculate Net Interest: Ensure borrowing costs don't exceed earning potential

  5. Test Scenarios: Use the Performance Simulation to model market downturns

  6. Consider Utilization: High utilization can lead to rate spikes

  7. Review Historical Data: Click asset details to understand rate volatility

  8. Plan for Gas: Factor in transaction costs for your strategy

The Simulate page bridges the gap between idea and execution, ensuring you enter lending markets with complete understanding of risks, rewards, and optimal positioning strategies.

Last updated

Was this helpful?