Thread by @CrossChainAlex

🧵 5 #DeFi projects I like long-term.

Many projects are down 80-90%, but the good ones are still building.

And we have a clear censorship resistant, self-custody DeFi and #RealYield narrative.

Now is the time to #DYOR so plebs can call you "lucky" next bull run. 1/8

My thesis: the next iteration of #DeFi will be driven by:

- #ETH #Layer2 scaling = speed/cost
- #DEX = self-custody/censorship resistant
- Deep (P2P) liquidity = scalability
- Asset management = innovation/adoption
- Real revenue = sustainability 2/8

1️⃣ @X7_Finance #X7R

Fully decentralized, censorship resistant #DEX and lending (initial liquidity loans)

Full #DeFi ecosystem built around a #Uniswap alternative with potential for multiple #RealYield revenue streams.

Thread 👇

3/8

2️⃣ @gigaswapfinance $GIGA

Cross-chain OTC (P2P) swap platform for any asset with low fees and no taxes.

Removes need for third party, builds bigger (P2P) liquidity pools, reduces cost, and fully decentralized/censorship-resistant.

Thread 👇

4/8

3️⃣ @DeusDao $DEUS

Builds deep P2P liquidity by enabling bilateral OTC trades between a user and a counter-party.

Replicating TradFi models for scaling liquidity and bringing it on-chain!

Thread 👇

5/8

4️⃣ @yieldification $YDF

Wide ranging #RealYield #DeFi platform but of most interest to me is the fully functioning perps #DEX with fees feeding back to stakers.

Infographics 👇

6/8

5️⃣ @FactorDAO $FCTR

Biased pick as working on this one. On-chain asset management platform. No code, any asset, any strategy.

Asset managers create vaults + receive fees. Investors deposit into vaults + receive yield.

Thread 👇

7/8

These projects are all under $15m marketcap (most substantially so). Many down big from ATH (could go lower).

I'm placing bets on projects that can easily print big multiples AND have a meaningful impact on #DeFi scalability and adoption.

My research, #DYOR and #NFA! 8/8