Automated Market Making and Loss-Versus-Rebalancing

Fuente: arXiv
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Autori principali: Milionis, Jason, Moallemi, Ciamac C., Roughgarden, Tim, Zhang, Anthony Lee
Natura: Preprint
Pubblicazione: 2022
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author Milionis, Jason
Moallemi, Ciamac C.
Roughgarden, Tim
Zhang, Anthony Lee
author_facet Milionis, Jason
Moallemi, Ciamac C.
Roughgarden, Tim
Zhang, Anthony Lee
contents We consider the market microstructure of automated market makers (AMMs) from the perspective of liquidity providers (LPs). Our central contribution is a ``Black-Scholes formula for AMMs''. We identify the main adverse selection cost incurred by LPs, which we call ``loss-versus-rebalancing'' (LVR, pronounced ``lever''). LVR captures costs incurred by AMM LPs due to stale prices that are picked off by better informed arbitrageurs. We derive closed-form expressions for LVR applicable to all automated market makers. Our model is quantitatively realistic, matching actual LP returns empirically, and shows how CFMM protocols can be redesigned to reduce or eliminate LVR.
format Preprint
id arxiv_https___arxiv_org_abs_2208_06046
institution arXiv
publishDate 2022
record_format arxiv
spellingShingle Automated Market Making and Loss-Versus-Rebalancing
Milionis, Jason
Moallemi, Ciamac C.
Roughgarden, Tim
Zhang, Anthony Lee
Mathematical Finance
Optimization and Control
Portfolio Management
Pricing of Securities
Trading and Market Microstructure
We consider the market microstructure of automated market makers (AMMs) from the perspective of liquidity providers (LPs). Our central contribution is a ``Black-Scholes formula for AMMs''. We identify the main adverse selection cost incurred by LPs, which we call ``loss-versus-rebalancing'' (LVR, pronounced ``lever''). LVR captures costs incurred by AMM LPs due to stale prices that are picked off by better informed arbitrageurs. We derive closed-form expressions for LVR applicable to all automated market makers. Our model is quantitatively realistic, matching actual LP returns empirically, and shows how CFMM protocols can be redesigned to reduce or eliminate LVR.
title Automated Market Making and Loss-Versus-Rebalancing
topic Mathematical Finance
Optimization and Control
Portfolio Management
Pricing of Securities
Trading and Market Microstructure
url https://arxiv.org/abs/2208.06046