Discover and read the best of Twitter Threads about #gmt

Most recents (24)

🧵太长不读
回顾 #Fed 2022-23年十次加息会议周的一些机会——以一个在web3基金又稍微喜欢一点宏观的 #degen 打工人视角出发。
🧵本周FED完成了2022-23年度第十次加息,并且暗示本轮加息周期已达到一个相对阶段,市场随机预测最早的降息可能于今年9月开始,相较于20-21年度的狂暴大牛市,过去的一年半无疑是一个相对低迷的bear market,然而市场仍然以每个月2-3个的速度产生一些有意思的 #ALPHA 热点。
🧵得益于一些alpha小群或者朋友的指导,我或多或少抓住了一些收益不错的项目,当然如果不卖飞的话,收益就更不错了。因此写一个10次加息会议周期间的热点or大事件回顾,不一定能够全部覆盖,以期能够从卖飞的经验中总结如何减少卖飞(套娃
Read 16 tweets
很多朋友咨询撸空投的方法和工具,今天来简单讲讲!

首先我们不是一家撸空投的工作室,核心做投研方向(加密货币和美股)。

但22年搭建了一个助学撸空投工作坊,做了一些工具的研究,希望能帮助到大家。

这个文章适合新手玩家(高手略过)。
22年初,当时 #GMT 跑鞋项目,需要很多跑手,请了一些体校大学生兼职。后面演化成外包的跟大学合作的撸空投工作坊。主要把我们投研的一些早期项目,筛选出来,请一些贫困大学生做兼职,通过向日葵远程,大学生可以坐在宿舍,空闲做兼职,日结100元/电脑,目前我们10台电脑,一台放了10个号。
1.浏览器多开工具(指纹浏览器)+独立IP+群控方案。

Tips:群控早期问题不大,可以做到事半功倍,一个页面同时操作10个页面。但目前为了防女巫,交互过程建议一次群控,一次手动(手动不同金额,不同时段)。可规避女巫。

Read 10 tweets
从2020(个别2019年)-2021年整个大牛市周期中,市值前600的加密货币中,诞生了61个百倍以上的项目。今天我们来看看它们有什么特征,它们的属性,并对我们即将到来的2023-2025新周期有什么启示!(由于数据源原因,个别数据有些许出入,请谅解,选取二级市场可买品种,一级除外)
1.首先我们来看一下,2020年3月15日,加密货币市场,前100的币种。再来看看2021年11月8日,市场巅峰时刻,加密货币市场,前100的币种。其中大家还认识多少?

👇2020年3月15日,加密货币前100的项目图表
不难发现,绝大多数都被替换了,替换率为67%。下一轮牛市,大概率也如此。现在前100的项目,下一轮牛市,往往需要新的叙事来填充。

👇2021年11月8日巅峰时刻,加密货币前100的项目图表。
Read 22 tweets
1/ Are #GMT tokens on #BSC really burned?

Even though on chain transactions on #BSC show the daily #GMT burns, the total #GMT supply, after burns, might in fact not decrease.

Please allow me to explain 👇
2/ Binance Bridge

@binance has their own bridge to bring tokens from other chains to #BSC

They do so by holding collateral in a 1:1 ratio in certain wallets (102% ratio atm)

Today 1.3M #GMT was minted on #BSC and an equivalent 1.3M #GMT were sent & held in a wallet on #Solana.
3/ Why?

This is done to ensure that tokens can move both ways.

Theoretically: When #StepN decides to bring liquidity back from #BSC to #Solana, they could burn the tokens on #BSC and release an equivalent amount of #GMT from their wallet back into #Solana.
Read 9 tweets
1/ Yesterday I've posted my thread regarding the #StepN treasury analysis.

Since then I've received many comments, DMs and information from various sources.

It's a lot to take in, buckle up.

[Thread 🧵]
2/ I'd like to start with the answer from @tyson_schubert (#StepN head of community).

"Those are influencers",

"And advertisers are not free. So we... yep, you guessed it... pay them"

So in short. Individuals or companies paid by #StepN to advertise the product?
3/ Next, I've got some DMs stressing that the vesting schedule (by investors) is still followed and very active meaning that none of the vested tokens have been paid out.

But let's recap.

What does that mean, vested tokens?
Read 20 tweets
1/ #StepN treasury analysis

3.6M #GMT being sent out monthly to 50 unique wallets.

So who are they if they aren't VCs and why has the majority of them most likely sold as soon as they've received funds?

I've been able to identify some of them. Let's take a look 👇

[Thread 🧵]
2/ I've been able to identify 3 wallets from which I'm quite certain of the holder.

1. solscan.io/account/F8syoR…

This wallet has received 186,669 #GMT over 7 months. It has a registered domain "tehmoonwalker.sol". There's a Twitter account with an equivalent name @tehMoonwalkeR
3/ The account is followed by @Stepnofficial and has been posting very actively until early June. Then it got more silent.

Given his huge following base, I'm guessing this could be an influencer paid by #StepN to promote the project.

Still well paid for the few tweets recently.
Read 13 tweets
1/ #StepN Townhall AMA 09/11/2022 hosted by @tyson_schubert & @bnBeth_solvax

Topics:
* Background of hosts
* Apple marketplace
* Roadmap
* Badges & Achievements
* Updates
* When rainbow+?
* Remove rainbows?
* Token burns from spending wallet?
* Marketplace filters?
* Dark mode?
2/ Background of hosts

* @bnBeth_solvax joined @Stepnofficial in January. She became an ambassador in May, recently promoted to lead ambassador

* @tyson_schubert joined #StepN in December. Has known @yawn_rong > 4 years. Started hosting fitness show. Now head of community
3/ Apple marketplace

* Apple changed their fair rules
* In-app marketplace will be removed
* Android devices won't have any changes
* #StepN marketplace can still be reached through m.stepn.com
* Update will be tomorrow morning
* Not an immediate forced update
Read 11 tweets
1/12 #StepN Rainbow sneakers

@Stepnofficial won't share exact numbers but wants us (the community) to gather data and make estimations.

This is my attempt at making an estimation based on on-chain data.

How many do I think are out there and how did I come to this number?👇 Dune dashboard regarding rainbow sneaker holders
2/12 Rainbow sneakers were introduced on 12/10/2022.

We've seen individuals post amazing earnings on socials. But that doesn't paint a good picture of what's really out there.

But because earnings are so high, I believe that most rainbow holders will (partially) cash out daily.
3/12 The reasoning I've applied is the following:

* Grab all wallets that withdrew 1,000 or more #GMT on a daily basis from their spending account.
* Sort that list based on the amount of days they've been doing so.
* Show the total #GMT withdrawn.
Read 12 tweets
1/ How much did #StepN earn from marketplace fees in Q3?

Let's take a look at the data and compare the numbers throughout the three different realms (#SOL, #BSC & #ETH).

The earned fees should give us some good insights into the health of the different realms.

[Thread 🧵] Image
2/ Daily earnings (#USD)

* On #SOL they've been decreasing on a daily basis.
* On #BSC slightly increasing until 10/08 with a sudden drop off afterwards.
* On #ETH they're reduced to $1,400.

#SOL & #BSC had a sudden spike in the last 2 days of Q3 (#GMT earnings release) ImageImageImage
3/ Key points Daily earnings (#USD)

* #SOL realm remains the biggest earner of fees with 85% daily fees on average last week.
* #ETH realm had +/- 24 days of > $100,000 daily earnings (60% of daily total). Only 1,3% now.
* #BSC realm between 10% - 14% of total since 12/08/22. ImageImage
Read 7 tweets
1/
Let's take a look at the marketplace revenue of #StepN for #Aperealm (#ETH) in Q3 so far👇
2/
For a solid 3 weeks #StepN has been earning between 65 and 105 ETH on a daily basis.

On 11/08/2022 there was a major drop. I don't know why this was the case (sneaker floor price dropped drastically?)

Currently daily earnings are around +/- 1.5 ETH
3/
Translating the previous chart to $USDC shows that #StepN was earning +/- $100,000 daily in the first 3 weeks after launch (with spikes to $150,000 daily).

The current daily earnings are between $2,500 and $5,000.
Read 7 tweets
1/
@Stepnofficial really needs to make some changes to the way they communicate

I'm left with an unsatisfied feeling after yesterdays Town hall

I'll share some thoughts and break down some items from which I think they can be improved.👇
2/
First of all, A town hall meeting is the moment that you connect to your community.

Listen to what they've got to say, address their issues and frustrations. Provide transparency & clarity.

Share what you're working on and provide some updates.
3/
Consider purchasing tools such that people can ask & upvote questions during the town hall.

Eventually you'll get a top list of most burning questions which can be addressed on the spot.

Give them a feeling that they're being heard.
Read 11 tweets
1/15

#StepN Townhall AMA 14/09/2022

* Backstory of @yawn_rong & @Jerry10240
- Satoshi
- Graphics
- GPS issues
- Marketing
- Hackathon
- Surgery & Hype
* Genesis sneaker design
* Hong Kong expansion
* #GMT earnings
* #EthereumMerge
2/

Backstory

* @yawn_rong & @Jerry10240 wanted to build a game around #Satoshi
* He died on Earth, shattered in pieces. People had to walk to collect shards/pieces of him.
* That’s why there’re gems in the game.
* But if you have a storyline, you need to stick to the storyline.
3/

* All in all, they cut the whole thing but they kept the token name (Green Satoshi Token & Green Metaverse Token)
* @Jerry10240 & @yawn_rong cycled through some names (Drystack?, Stride etc)
* Focus on global warming
Read 16 tweets
1/
An overview of the fees #STEPN accumulated in Q3 on #Solana

Some assumptions were made:
1. #SOL & #GMT leaving the fee wallet are sold for #USDC (not proven)
2. Averages were calculated for some days (infrequency of the data).

I hope everything's clear & can provide value Image
2/
Daily-earnings (SOL)

It's important to know that @Stepnofficial doesn't transfer their fees daily. This is why I had to calculate averages for July. The numbers are more accurate for August.

Fees dropped from +/- 3,000 SOL in early July to half of this for most of August. Image
@Stepnofficial 3/
Daily-earnings (USDC)

Translating all the data to USD shows that #STEPN was earning around $100,000 daily in fees earlier on in July. In the recent week, this number has dropped to +/- $45,000 daily. Image
Read 7 tweets
1/
Summary @Stepnofficial #STEPN #Townhall 17/08/2022:
* Priorities
* Why #GMT earnings?
* Process
* Why classic pool?
* 80% to rainbow?
* Timeframes
* Progress bar
* Schadenfreude pools
* Extras
* Rollover mechanic
* Account upgrades
* Apple
* Other app updates
* Collaborations
2/
Priorities

* Shifting focus to #Solana & #BSC realm (floor & #GST price). Leverage #GMT earnings to create reciprocal relationship with #GST.
* Building several apps concurrently. Bumped social app to the top of the list.
* August release goal for NFT marketplace is postponed
3/
Why #GMT earnings?

* #GMT mining is prioritised (UX, new sneakers, old mechanics)
* Most important task is to revise & revitalise
* Positive feedback loop with the #GST price
Read 19 tweets
1/16
Summary @Stepnofficial #STEPN #MSGA Twitter Spaces 08/08/2022 with @Mable_Jiang and @yawn_rong:
* Benefits to current #STEPN investors
* #GMT earnings
* Current #GMT sneakers
* Rainbow sneakers
* How much they'll earn?
* Why & When?
* What's special?
* Rainbow gems
* Extras
3/
#GMT earnings
* Team will continue to offer new gameplays and new features
* Build additional infrastructure (DEX, Marketplace & Social app) to create extra demand for #GMT
* #GMT earnings will be the turning point in the app
* Modifications to the #GMT earnings mechanics 👇
Read 17 tweets
1/
Summary @Stepnofficial #STEPN Monthly Townhall (SMT) 13/07/2022:
* Today's update (HP, sneaker enhancement, MB changes, R3 minting)
* Upcoming update
* What's next?
* #DOOAR
* Q2 profits
* #Web2 audience
* Ape realm
* How will this help R1 & R2?
* What with GST?
* Extra
2/
Today's update:
* Health Points will address the issue of infinite life of #NFTs
* Update to be released soon
* Long term token sink
* Requirements for common & uncommon sneakers will be released soon. Rare & Epic sneaker will need +/- 1 payment yearly
3/
Sneaker enhancement
* Sneakers used in enhancement will require a minimum of 3 mints before enhancing (also genesis and OGs)
* Low HP sneakers can be used as a burner sneaker for the enhancement (avoid repair need)
Read 18 tweets
1/ Huge news today, @StepNofficial dropped their Q2 earnings and they were big numbers: $122.5 Million in profits through its platform fees. A 471% increase from the $26 Million in profits from Q1.

Let’s talk buyback and burn and why it’s huge for BSC and SOL realms! 🔥
2/ Q1 spans from January until the end of March. These were building and consolidation times across the app. User increase was slow and steady, and from the ground up. Dune queries show that as of Jan 1 total active users was 54, and by March 31, had risen to 88,907.
3/ Q2 saw a much more euphoric rise in user counts as popular influencers pushed the move-to-earn narrative to the mainstream, and we saw the user counts blow up 10x to over 900,000 users at the end of June.

dune.com/queries/540557…
Read 17 tweets
1/18
Summary of the unofficial #STEPN AMA with @Mable_Jiang and @ktrainUSA_STEPN on 05/07/2022:
* #BAYC
* R3 for everyone?
* R3 and older (#SOL & #BSC) realms
* Partnerships
* Genesis holders
* What is #StepN?
* #STEPN expenses
* Is #StepN is a ponzi?
* #GST & #GMT utility
* Q2
2/
#BAYC
* No contract signed between @yugalabs & @Stepnofficial
* A goodwill effort from #StepN to try and be inclusive. Inspire more people to join.
* There'll be a requirement from #StepN towards #BAYC holders to share/tweet that they've claimed a sneaker and will join #StepN.
3/
* There has been a discussion with several #BAYC holders and #StepN.
* #StepN has also been reaching out to several athletes which are also #BAYC holders to raise awareness about the upcoming realm.
Read 20 tweets
1/16
DEX (Decentralised EXchange)

On June 10th @Stepnofficial announced their own DEX ().

What is a DEX? How does it work? Why is it important to StepN? And how can you potentially participate and profit? 👇🧵

#STEPN #DEX #DOOAR #GST #GMT Source: https://bitquery.io...
2/
What?
Simply put, a DEX is a decentralised marketplace / exchange where you can trade your tokens in a non-custodial way (you never lose the control of your assets).
Remember: Not your keys, not your coins.
3/
How?
The earlier DEXes (think 2017-2018) were very much like a pinboard at school. Requests such as: "I sell 10 BTC for 10,000 USD, looking for a buyer!". Someone could respond and conduct a p2p transaction.
Nowadays they mostly work through the concept of Liquidity Pools.
Read 16 tweets
Honest opinion on @Stepnofficial, 3month user experience, #bearmarket & future strategy. (thread)

I made my first investment into Stepn around 3 months ago when #sol was still around $100. #GST being $3-$9 made it possible to make an solid strategy & estimate on time for ROI.
Depending on how much you would have invested into #Stepn & what the strategy was: for most people it would have taken somewhere between 18 - 53 days to get their ROI back. From there on you would be running on house $. That sounds appealing to any investor.
Then came the #bearmarket. In short: #GST, $GMT, $SOL & #BNB all went down & so did the floor prices of Sneakers & Gems. As an example: a "Common Trainer 21SOL = $2100" is now priced at 9SOL = $315. For those who been here long enough UC's, Rare & Epics seen some sickening drops.
Read 12 tweets
1/20
Summary #STEPN @Stepnofficial AMA 15/06/2022:
* AMA on Twitter Spaces
* @yawn_rong and @Jerry10240
* User growth
* @shitirastogi
* Economical issues
* Why #STEPN will survive
* Recent updates
* Extra notes
* SMAC
* DOOAR
* Realms
* Sneaker synthesis
* FUD
* #GST vs #GMT
2/
Townhall (AMA) on Twitter Spaces
* Monthly event from now on
* To reach as many people as possible
* Format might change for the next one (difficult to go over all user questions)
3/
* @yawn_rong working on dev, marketing, front end etc. (Realm expansion, partnerships etc). It was too much.
* @yawn_rong & @Jerry10240 will talk about technical things from time to time
* Professional people dealing with professional things (Yawn talking & sharing too much)
Read 20 tweets
1/17
Alright. @Stepnofficial have launched their action plan (stepnofficial.medium.com/stepns-action-…).
My first question, again.
Who's the communicator of this info? Not the official Twitter?
@shitirastogi did share a thread regarding the article:
Let's take a look 👇
2/
"Cross-realm energy bridge"
I think this goes too far. If they want the other realms to succeed and satisfy partners, they'll need users.

My concerns:

One shoe on #SOL and one shoe on #BSC will suffice to have two energy in the new realm. No advantage to hold more.
3/
1. Most users hold their highest amount of sneakers on Solana and will opt for Solana for #GMT earnings (as they're shared). #GST earnings in the newest realm will probably outperform #GST earnings in older realms (such as #BSC). Why would I stay on e.g. #BSC in that case?
Read 17 tweets
1/N 스테픈 액션플랜 발표

1. 문제 1: Realm간 에너지 공유
2. 문제 2: 운동 X 민트 only
3. 문제 3: 다이나믹 민팅비용 변경
4. 문제 4: 신발 재활용 메커니즘

원문: stepnofficial.medium.com/stepns-action-…
2/N

[서론 & 이 조치의 근간]

지난 5일간 1500건이 넘는 피드백 받음. 피드백에서 좋은 인사이트와 아이디어들을 얻을 수 있었음.

급격한 대격변으로 인한 이상 시나리오를 최대한 방지하고 싶음.
3/N
[문제 1: Realm간 에너지 공유]

현재 Realm 디자인의 문제를 인지하면서도, 기존 유저들의 그간 기여를 새 Realm에서 이득볼 수 있도록 하고도 싶음

우리는 간단하고 효과적으로 해결하고 싶었음. 몇몇 피드백은 가능은 했지만 복잡해서 사용자들이 숙지가 어려울 수 있음.
Read 14 tweets
1/25
People have been messaging and tagging me in the last few days. I first needed some time to contemplate the actions of the #STEPN team. I'll share some of my thoughts below. 👇

To clarify. I’m not a team member nor ambassador of the project. I’m just an interested investor.
2/
First of all, I’m sure most of you have read the tweet by @Mable_Jiang by now (). If you didn’t, have a read.

The first question I've got is: "Who’s the CEO, decision maker & leader at #StepN?"

Every company has a hierarchical structure.
3/
It’s not entirely clear to me why the communication regarding the replacement of @yawn_rong as a spokesman of #StepN was shared through the personal Twitter account of another employee of the company.

A central source of information is needed. Currently, it's everywhere.
Read 25 tweets

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