Discover and read the best of Twitter Threads about #l22022

Most recents (5)

🎧 New podcast episode with @VelodromeFi

We got a full house!
@wagmiAlexander @gabagooldoteth @taowatts @pooltypes talk about the origins of Velodrome, how they improved upon Solidly and what's coming for Velodrome and #L22022

▶️ anchor.fm/deusex-dao/epi…

Highlights 🧵👇
@VelodromeFi @wagmiAlexander @gabagooldoteth @taowatts @pooltypes ➡️ Origin story ⬅️
@gabagooldoteth stealth launched @InfoTokenDAO to find like-minded people to build with. @_veDAO_ was their first test case. The goal was to capture enough TVL to get a veSOLID NFT the DAO would then manage.
Read 10 tweets
$METIS Bullish Unlock

A few people are bearish about $METIS's upcoming 13 Feb token unlock. I'm not and here's my reasoning.

TLDR:

1. Not all VCs will sell, and not all will sell on market
2. Massive buying pressure post unlock
3. $MAGIC unlock comparison
4. It's $METIS

1/11
488k tokens (23% of circ supply) unlock on 13 Feb. Excluding team and MetisLab tokens (133k), this leaves 356k tokens unlocked (h/t @Whit3Rh1n0).

2/11
This is a significant amount. In November it did cause the price to dip c. 50%.

However not all VCs will sell on market and even fewer this time around. I assume there is much more OTC demand for $METIS now than when it was a fledgling and unproven network.

3/11
Read 12 tweets
it's easy to miss all the amazing developments happening in the space with all the noise surrounding crypto twitter everyday

ignore the ponzis, embrace innovation, contribute to builders who are in for the long term

here's a couple of projects i'm bullish on👇
first off, i'm mostly focusing on L2's this year (#L22022 is not a meme😜)

Many new L2 native projects launching in the next couple of weeks, completely skipping mainnet

Once you get a taste of the cheap transaction fees there's no turning back..
one of the few use cases I am still willing to use Ethereum mainnet for are high-value NFT's, a sector which is on absolute fire
Read 16 tweets
Billy’s 2022 Predictions, Volume 1

I’ve been meaning to get around to my 2022 predictions for weeks, but the combination of family time and partying has delayed me. I planned to release one mega predictions post, but in the interests of getting this out there I’ll split them up
So here are my first batch of 5 predictions for 2022. Enjoy!

Prediction 1: #L22022

2022 will be the year of layer 2s. The narrative has started, with L2 TVL now c. $6b and big price moves from $METIS $NETT $SYS $DYDX etc. - I hope you caught some of them with me.
I expect L2 tokens to continue to perform strongly. More specifically I expect:

- $ETH will pump heading into the merge. This will trickle (or gush might be a better word) down to L2s.
Read 25 tweets
Time for an update: as you can see the consensus check regarding whether to incentivize $UNI liquidity on L2 has PASSED.

I couldn’t be more excited. This is what makes the Ethereum community so special imo.

Together we can achieve literally *anything*.
It's also bullish for decentralized governance imo.

I haven’t spoken to the Uniswap team once about this proposal.

I am a normal user who had an idea and mobilized support to make it happen.

Ofc this vote has not passed yet. Far from it.
The final on-chain vote is where shit gets serious.

But we’ve made big progress and are receiving a lot of support from all sides to finalize the proposal.

@guil_lambert contributed good ideas to avoid single-ticker LP's raking all the rewards at the cost of smaller LP's.
Read 7 tweets

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