A Microstructure Analysis of Coupling in CFMMs

Fuente: arXiv
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Autori principali: Sterrett, Althea, Adams, Austin
Natura: Preprint
Pubblicazione: 2025
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author Sterrett, Althea
Adams, Austin
author_facet Sterrett, Althea
Adams, Austin
contents The programmable and composable nature of smart contract protocols has enabled the emergence of novel market structures and asset classes that are architecturally frictional to implement in traditional financial paradigms. This fluidity has produced an understudied class of market dynamics, particularly in coupled markets where one market serves as an oracle for the other. In such market structures, purchases or liquidations through the intermediate asset create coupled price action between the intermediate and final assets; leading to basket inflation or deflation when denominated in the riskless asset. This paper examines the microstructure of this inflationary dynamic given two constant function market makers (CFMMs) as the intermediate market structures; attempting to quantify their contributions to the former relative to familiar pool metrics such as price drift, trade size, and market depth. Further, a concrete case study is developed, where both markets are constant product markets. The intention is to shed light on the market design process within such coupled environments.
format Preprint
id arxiv_https___arxiv_org_abs_2510_06095
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle A Microstructure Analysis of Coupling in CFMMs
Sterrett, Althea
Adams, Austin
Trading and Market Microstructure
Computational Finance
Mathematical Finance
The programmable and composable nature of smart contract protocols has enabled the emergence of novel market structures and asset classes that are architecturally frictional to implement in traditional financial paradigms. This fluidity has produced an understudied class of market dynamics, particularly in coupled markets where one market serves as an oracle for the other. In such market structures, purchases or liquidations through the intermediate asset create coupled price action between the intermediate and final assets; leading to basket inflation or deflation when denominated in the riskless asset. This paper examines the microstructure of this inflationary dynamic given two constant function market makers (CFMMs) as the intermediate market structures; attempting to quantify their contributions to the former relative to familiar pool metrics such as price drift, trade size, and market depth. Further, a concrete case study is developed, where both markets are constant product markets. The intention is to shed light on the market design process within such coupled environments.
title A Microstructure Analysis of Coupling in CFMMs
topic Trading and Market Microstructure
Computational Finance
Mathematical Finance
url https://arxiv.org/abs/2510.06095