A Theory on How
$RFD Could Benefit From Papertrade
After months of silence, the news that
@Blurr is certainly involved in the creation of
Papertrade.xyz alongside
@izebel_eth has once again opened the door to speculation within the
$RFD community. The question naturally arises: could there eventually be a connection between this new project and Refund, or even
$N?
Based on the currently available documentation describing
Papertrade.xyz, there appears to be no explicit role for Refund within the protocol. However, one possibility has captured my attention: the potential use of assets held in the Refund treasury to help bootstrap and strengthen this new ecosystem.
In my opinion, one of Blurr’s well-known investment principles is that when a high-risk opportunity presents itself, the greatest rewards often belong to those willing to participate earliest. Just as importantly, he has repeatedly demonstrated the patience required to wait for those rewards to materialize.
Imagine the following scenario. Once
Papertrade.xyz completes its audit process and officially launches in summer, Blurr allocates a portion of the Refund treasury to trade on the platform.
There are only two possible outcomes.
If the trade is profitable, the treasury could benefit from significant gains, potentially increasing Refund’s assets substantially.
If the trade is unprofitable, the outcome may be even more interesting. The loss would contribute directly to the growth of Papertrade’s LP, helping strengthen the protocol during its earliest and most vulnerable stage. At the same time, the treasury would receive
$PAPER tokens in return. Those tokens can be staked and are entitled to a share of the platform’s economic output, effectively making
#Refund an economic stakeholder in the Papertrade ecosystem.
Under such a scenario, Refund would not require any predefined role or formal integration within
Papertrade.xyz. Instead, it could gain meaningful exposure to the protocol in a way that is entirely transparent, organic, and consistent with the fair-launch philosophy that both projects appear to embrace.
Of course, it remains possible that Refund may eventually receive a more explicit role as Papertrade evolves. However, for now, I find myself focused on a scenario that could realistically unfold within the coming months.
My personal expectation is that Blurr may choose to deploy a portion of the Refund treasury on
Papertrade.xyz. In that case, both outcomes could potentially benefit Refund. A winning trade would grow the treasury directly, while a losing trade could result in the accumulation of
$PAPER and a long-term stake in the platform’s future success.
If given the choice, I would personally prefer the latter outcome.
Either way, the weeks ahead are shaping up to be very interesting.
Have a great weekend, everyone.