Discover and read the best of Twitter Threads about #smrt

Most recents (6)

1/ $JOE Wars Update!

@vector_fi takes a commanding lead! What can @yieldyak_ do to close the gap? Wow so much as changed in the past two days it’s time for another thread 🧵

Just the opinion of a couple Apes. 🧠#smrt
2/ On the first day of launch, @vector_fi locked over 8 million $JOE on the protocol forever - Quite the start! The protocol has already reached #1 in veJOE and will continue to build its lead overtime. Learn more -
3/ Despite a week head start, @yieldyak_ has fallen to 2nd place. $JOE depositors are drawn to Vector’s higher revenue share (12% of total rewards given to $JOE depositors vs only 5% for Yield Yak) and strong early incentive program (now over)
Read 15 tweets
1/ $JOE Wars are heating up! 🔥🚒🧑‍🚒

@yieldyak_ and @beefyfinance are live! @vector_fi is launching tmrw! @steakhut_fi later this week? Scroll through for the latest analysis! 🧠#smrt
2/ Quick refresh on veJOE dynamics. The longer / more $JOE you stake, the more veJOE / higher rewards you receive. If you unstake a single token, you lose all your veJOE. Given protocols long time horizon, they have a distinct advantage over the avg user 💎👐
3/ Understand the business model – each protocol will operate with a similar approach 1. Get people to deposit $JOE, 2. Accumulate veJOE to boost yields, 3. Offer users higher yields than they currently earn, and 4. Take a percentage of each reward. 🤑
Read 17 tweets
1/ YETI finally launched! We are excited to present our $YETI Research Report Part 2! @YetiFinance is a revolutionary project, this article is a must read for any potential investors!

Scroll through for a deep dive into the tokenomics, revenues streams and an early valuation!🧵
2/ Not Financial Advice. Just the opinion of a couple Apes. 🧠#smrt…
3/ Quick Refresher - What is Yeti Finance?: Yeti Finance is a new decentralized borrowing protocol on Avalanche offering 0% interest loans! Yeti has the potential to unlock billions of dollars of new liquidity. Learn more -
Read 14 tweets
#SMRT is being hit today after the trading statement with lots of low volume trades earlier on. It has corrected the toppy rally after the recent bullish media tips.
The revenue looks short due to the A+K impact, but I don’t think anyone invests in #SMRT for this lumpy business. Key growth in SwipedOn and Space Connect was achieved, with Group ARR +51% YoY in line with my expectations.
This is where the potential lies, particularly now that SwipedOn Desks is fully operational and new partnerships have been signed for Space Connect. #SMRT
Read 5 tweets
GHF Portfolio 2020/21 squad
Pot 1. Covid beneficiaries &/ or lockdown resilience
#WEY see thread for rationale...
I’ll post Pot 2. tomorrow & my first portfolio performance update for 2020 at end of week...after all, only 8mths gone!!!😳 Image
#BOKU Rationale:
(1) Strong H1 with TPV +35% (2) Largest DCB payments company & recent acquisition of Fortumo cements global leadership (3) Op gearing emerging (4) Identity side set to scale FY21 (5) New e-wallets provides access to 2bn potential customers with nil in forecasts👇🏻
#EKF Rationale:
(1) 4x “ahead” trading updates in FY20 (2) Strong B/S & cash generation (3) Excellent management (4) Primestore collection device in significant demand for COVID testing (5) Value of #RENX stake (5) Possibility of further upgrades in FY20
Read 32 tweets
1/...Updated my #SMRT forecasts after Friday’s bullish t/s. My current valuation rises from 85p to 104p...double current shareprice. I’ve attempted to be conservative, modelling base case values across the board & attributing NIL to the new exciting @softcat agreement👇🏻
2/...#SMRT are operating in a sweet spot with their @swipedon & @spaceconnected visitor management solutions seeing increased demand due to the level of increased #ContactTracing policies worldwide👇🏻with their model offering Annual Recurring SaaS revenues
3/...#SMRT have also created the software suite for the new @Evoko NASO room booking system. EVOKO have a pre-installed base of 400,000 panels & the Feb 20 launch spoke of £30m TAM with 1st sales in Sept 20...& further SaaS revenue stream via @YouTube
Read 8 tweets

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