@LidoStaking

@LidoStaking

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Louis N

@LouisN_LXXIV

Part 3 of @LidoStaking on-chain analysis:

What are Wallet Addresses that need special attention in the near future if you invest in the $LDO token?

Thread 👇👇

@LidoStaking #Lido #onchain

https://twitter.com/LouisN_LXXIV/status/1665355459300130818

1/ Wallet address: 0xe289cf875ebc11868bf1f7b9535fd9adbdb6a383

1.1/ Within the last 7 days, this wallet address transferred 1,000,000 $LDO = 2,059,997 $USD to #Binance 3 days ago.

To clarify this wallet a bit, this is the project's wallet; this wallet address has received a large amount of #LDO mainly from #JumpTrading.

Read 30 tweets

0xUnicorn🦄️ 独角兽

@0xUnicorn

1/三大哥在屯 #LDO

最近一周这三地址一共从币安提出来387 万美金的 LDO

提币时的价格在 1.7 U-2 U

LDO 现价是2.18U，大概比这三大哥贵9%-28%

可以看出 LDO 是个有庄的币

但比这三大哥贵 20% 多进场
现在买进去反正贵这么多
DYOR

在地址里发现了其他3个币，挖了挖，有意思

🧵🧵🧵

2/ 三大哥的地址

0x9ea759560c2ff4e4a47fdc423f934766f307f031

0x4e4e55678bde5c85142a1eeaf959da7c0e108ea2

0x9edae23b7ac05326e8a24c1798e3620ac3b90ade

看了下
0x4e4e55678bde5c85142a1eeaf959da7c0e108ea2
持有 64 万个 #Arb 二层龙头，不多说了

3/0x9edae23b7ac05326e8a24c1798e3620ac3b90ade

持有 99万 #FLEX
价值87万刀，
而这个币没有上币安和OKX所，总市值才 8700万
这地址持有 1 %

这个币我去查了查，这币被后的项目是 OPNX

对对对，就是原来三箭的朱溯的项目
下面这个图是其 CEO 在香港大会照片
看来这个巨鲸地址和朱溯还有有渊源

Read 5 tweets

GWEI Research (「 DeFi之道」品牌升级)

@8BTC_OFFICIAL

加密鲸鱼在 4 月份都买卖了哪些代币，查看下面这些风投机构和 Smart Money 的持仓变化

#LDO #ARB #MATIC #GMX #DYDX #MKR #RPL

最近，加密风投机构和 Smart Money 的投资组合发生了一些重大变化，例如 Blockchain Capital 抛售了价值 3000 万美元的加密资产。

下面我们看看过去 30 天这些大户的持仓变化，他们都卖出和买进了哪种以及多少代币。

1⃣加密大户 Andrew Kang

4 月 4 日以 1.25 美元的单价买入 80 万枚 ARB。
4 月 5 日以 1.23 美元的单价买入 151 万枚 ARB。
4 月 19 日以 1.55 美元的平均价格抛售所有 ARB。

• 净赚：72.3 万美元

此外，Andrew 还关闭了 GMX/Kwenta/Mux 平台上的所有多头/空头头寸。

Read 11 tweets

Kirill Kozlov

@kirill_zunami

Arthur Hayes published an article saying that his next step is to raise money to buy BTC and get into shitcoins.

1.🧵

Let's take a look at what coins Arthur Hayes currently holds.

Here are the tokens stored at two Arthur Hayes addresses starting with "0xA86e" and "0x534A":
- 200,580 #GMX($14.12M)
- 6,936 #ETH($11.62M)
- 17M #LOOKS($5.12M)
- 239,628 #ENS($3.79M)
- 785K #LDO($1.96M)
- 105,814 #FXS($1.31M)
- 1.96M #WILD($1.07M)
- 330,956 #SUSHI($500K)

Arthur Hayes is currently the largest private owner of #GMX and #LOOKS

Read 6 tweets

miaoqi.eth🛸

@RyanMiaoQi

@CurveFinance

1/N 近期围绕着 @CurveFinance 有两件事情：1. crvUSD据说将要在一月份上线；2. LSD war的主要战场。

@AaveAave

2/N 对于协议来说，现金流最好的几个来源分别是：POS质押收入、稳定币借款费用、期货交易费用、域名售卖费用、NFT版权收入等，还有稍微差一点的就是借贷息差、期权费用、DEX交易费用等。
这也是为什么 @AaveAave 要做GHO，@CurveFinance 要做crvUSD：增加稳定的协议收入来源。

3/N 从机制上面看，curve的 LLAMMA非常创新，无清算模式可能吸引更多的资金进行杠杆，同时LLAMMA依赖于curve v2的预言机实现，并且会和curve v2的AMM池子进行交互，所以这是一个在Curve自己生态里面才能运行的稳定机制。
crvUSD的白皮书写的很糟糕，据说之后会再更新一个“通俗易懂”的版本。

Read 17 tweets

0xjerome

@jerome_wong99

@DuneAnalytics

According to @DuneAnalytics, @LidoFinance accounts for nearly a third of all #ETH currently staked. Does this pose a centralization risk for @ethereum?

@LidoFinance

1) Advantages of @LidoFinance

How did @LidoFinance grow so fast and become the dominant force in the #eth staking? The answer lies in the good liquidity of #stETH in #DeFi protocols such as @CurveFinance, @AaveAave, and @MakerDAO.

#stETH is a tokenized deposit of staking that can be freely held, traded or sold. Its amount equals to the total amount of staked #ETH plus the total staking rewards and minus service fees.

Read 13 tweets

加密猴哥🐒

@monkeyjiang

1 /明年财富主旋律系列，现在布局好时机，直接上干的
#SSV 质押赛道
（1）明年 3月 #ETH 上海升级的利好，
主力大概率会提前炒作，
（2）ssv的技术形态非常好，
BUSD对的周线、月线呈现完美的底部形态
（3）SSV基本上筹码全部流程，
主力洗盘彻底，筹码集中，
（4）币安还没有上U的交易对和杠杆合约

2/#OP
OP本身是L2里面第一梯队的王牌项目，
其最新的活跃数据已经超过很多老公链了，
但市值还在100开外，明显低估
虽然有抛压预期，但是我认为中线依然问题不大
最重要的是明年秋季的以太坊的EIP4844，
会对L2是个重大利好，
主力会提前炒作，
目前价格1.05U左右，
所以这个适合中线布局。

#LDO
以太坊质押赛道的龙头，
目前TVL数据仅次于排名第一的 #MRK，
明年3月之前，在利好的刺激下，
也会跟上 #ETH 的节奏，目前价格1.038U

Read 6 tweets

oldleek.eth

@oldleek_eth

@lookonchain

FTX有挤兑风险，顺路提个醒，根据@lookonchain 的数据看。Alameda目前可随时操作且价值超过100万美金的代币主要有：

#SRM #LDO #BTC #ETH #RNDR
#BIT #GOG #UNI #SUSHI #AVAX

从币安提到FTX的币有：

#CHZ #LOOM #SHIB #LINK #DYDX

有相关币种的朋友可以关注走势，早做判断和对策

SBF投资的币种

https://twitter.com/oldleek_eth/status/1589605270816456704?s=19

昨天提醒还算及时

https://twitter.com/oldleek_eth/status/1589605270816456704?s=19

Read 4 tweets

Eli5DeFi

@eli5_defi

#GM!
1/ There have been many amazing #threads about $stETH and $ETH, to complement that we will uncover the basis of #liquidstaking in our latest #visualguide

#DeFi #Crypto #Cryptocurrency #Bitcoin #Ethereum #staking #ETH #BTC #AVAX #BNB #SOL #NFT #Lido #LDO #trading #merge

2/ #LiquidStaking is one of the ways to generate a #yield from an asset by utilizing the #composability of liquid staking derivative (LSD) #tokens

#DeFi #Crypto #Cryptocurrency #Bitcoin #Ethereum #staking #ETH #BTC #AVAX #BNB #SOL #NFT #Lido #LDO #trading #merge

3/ #LiquidStaking is needed to reduce the barrier to become #validator and indirectly to increase #liquidity across the networks.

#DeFi #Crypto #Cryptocurrency #Bitcoin #Ethereum #staking #ETH #BTC #AVAX #BNB #SOL #NFT #Lido #LDO #trading #merge

Read 13 tweets

ALΞX

@CrossChainAlex

🧵 $30B in TVL wiped out by the $LUNA and $UST collapse. Total #DeFi TVL slashed in half over the last month.

What does the future hold for DeFi on the major #Layer1 chains and protocols? My thoughts in 10 tweets. 1/10

#DeFi exploded from $19B TVL at the start of 2021 to $280B by the end of 2022, holding steady until April of this year.

It now stands at $128B with the majority of that over 50% drop coming in the last month as investors rush for the exits. 2/10

Why? A negative global macro outlook with inflation and rising interest rates leading to sell off in traditional markets.

The knock on effect on $BTC compounded by the shock from the $LUNA and $UST fallout has nervous investors going risk off. 3/10

Read 10 tweets

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