Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Asfu Profile picture
@asfoooooom
Sep 12, 2021 • 9 tweets • 5 min read • Read on X
Scrolly
What is inside the Black Box?

A thread about the @missingfrontier and @missingwatcher covering:

- What is GameFi?
- What is Frontier?
- What is in the Black Box?
- What are Flash Blocks?
- Who is The Watcher?
- What is $DATA utility token?
- When can you play?
- Should you ape?
1. What is GameFi?

It’s like DeFi but with games.

You collect items and solve puzzles. Along the way you earn more crypto assets + the assets you bought become more valuable.

Remember how World of Warcraft characters would sell for $10k in 2007?

This is that on steroids.
2. What is Frontier?

A community driven Player versus Player (PvP) online game.

The founder says: “we are sitting on an Riot Games of NFT level opportunity by turning the Browser Game into a competitive AAA game”

Here’s a preview of product quality and what to expect.
3. What is in the Black Box?

Folks holding the Black Box on a certain date will get The Data Key.

Those holding Black Box + The Watcher (shown here) will get The Data Key [Stellar Edition]

When you open a Black Box you will be able to mint 2 Flash Blocks.
4. What are Flash Blocks?

Weapons, shields and abilities you can use during the game.

Whether you are attacking or defending a sector, you will be offered the opportunity to use three of them.

Depending on their effects, you can dramatically impact the outcome of a battle.
5. Who is The Watcher?

The Watcher S/N 404 is a mysterious entity sent out for a mission on TRIUMPH-1.

The community controls the hero and experience his story.

NFT Collectors receive handmade physical pieces that are unique to each episode.

Here’s where the story is at:
6.
6. What is the $DATA utility token?

$DATA Tokens will provide:
‍
✚ Airdrops (20% and royalties)

✚ In-Game Utility such as voting power

✚ Official Ownership (+IP)

✚ Copyrights allowing you to create and sell Frontier-related products

✚ Token Valuation
7. When can you play?

TBD. For now you can join the discord server and find most info there.

Both the Watcher and Black Boxes are on @opensea and @rarible for purchase. Including OpenSea links here.

1. opensea.io/collection/fro…
2. opensea.io/THE_WATCHER?id…

discord.gg/thewatch
8. Should you ape?

Here’s a framework I found thanks to @DoughYeasty

Key questions are:
1. Is it a breakthrough project?
2. Is it credible?
3. Are there incentives or utility?
4. What is collectibility quotient?
5. Aesthetically pleasing?

NFA/DYOR

medium.com/@yeastydough/a…

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Asfu

Asfu Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @asfoooooom

Asfu Profile picture
Mar 15, 2022
What is @BeanstalkFarms creating and why does it matter?
- How to ape
- Protocol design
- Founder due diligence
1. Look I get it. You’re here to ape. But I want to be clear.

This. Is. A. Fucking. Experiment.

But there is an interesting deal in it offering a 70x return. It’s called buying “pods” when there is “soil”

Here’s what it means in plain English….
2. When soil is available (rarely these days) you can buy pods. Interest rate on those pods is called “weather”. Currently 7,000%.

That’s where the 70x comes from.

But here’s the thing: you only realize this 70x when supply grows to ~1.387 bn $BEAN (currently at 43 million)
Read 22 tweets
Asfu Profile picture
Mar 13, 2022
There’s a computer program that is trying to keep the value of a bean as close to $1 as possible.

These beans are not real beans but more like records in a database that everyone can see, all the time.

When the value of this bean is above $1, this program prints more beans and
Distributes these beans to people who give money to this computer program.

When people give money to the program they receive more bean, but this only happens when price of 1 bean is above $1.

When price of bean is less than $1, this program tries to attract buyers by…
Offering them a good deal. This good deal means new buyers can get many more beans over time than they purchased.

This program is an experiment and has been running for 7 months. It’s working well so far.

But big questions remain related to the deals offered to people…
Read 5 tweets
Asfu Profile picture
Feb 20, 2022
What is @OlympusDAO creating and why does it matter?
- Money vs Currency
- Reserve Currency Traits
- 11 month Performance
- Olympus bonds
- Staking and APY
- Bank-run scenario
- Bonds deep dive
- Non-bond revenue
- Community strength
- Why $OHM matters
1. OlympusDAO is creating a decentralized reserve currency that is backed by a community governed treasury.

Money and currency are used interchangeably but are different as illustrated in this graphic made by @MessariCrypto.

Gold, $ETH, $BTC are money, the USD is a currency.
2. Defi today relies on dollar pegged coins to settle transactions and provide liquidity.

Challenge with this dependence is shown in the Impossibility Trinity which says all 3 can't co-exist but 2 can:
1) Fixed Exchange Rate
2) Free Capital Flow
3) Sovereign Monetary Policy
Read 34 tweets
Asfu Profile picture
Jan 19, 2022
Some analysis about $OHM for you if you bought the top:

On November 23 2021:
Mcap: $4.3 bn
$OHM price: $906
Index: 37
Risk Free Value / $OHM: $37 + some $ETH, $CVX et al

> You spent $906 to get a minimum $37 claim on Olympus Treasury.

56 days later here’s where you are at.
January 18 2022:
Mcap: $946 mm
$OHM price: $110
Index: 67
Risk Free Value / $OHM: $25

> You now have 1.81 $OHM (Index today / Index on purchase date) and a $45 claim (1.81*$25) on Olympus treasury

Your claim grew by 22.3% during a migration and ugly market conditions.
You may say that this rising $ value claim on Olympus treasury is meaningless because there is no redemption option.

I find measuring progress through rising claim on treasury as a better KPI than market cap because mcap is always going to be volatile for such an asset.
Read 18 tweets
Asfu Profile picture
Dec 23, 2021
@KlimaDAO is primed for a mega bull run in 2022. In this thread I’m going to review $KLIMA fundamentals and speculate on what to expect next quarter.

🧵 🪡 it’s threadoooor time Klimates.
1. The undistributed claim on $KLIMA treasury stands at 82.23%.

Since Risk Free Value is 6.1 million BCT, this implies that minimum 5 million BCT worth of value remains undistributed.

What’s that worth? Depends on price of BCT.
2. At current prices that’s an undistributed risk free claim of about $30 million.

Taking the all time low of $2.5/BCT, we get a risk free undistributed claim $12.5 million.

This is the value a staker gets for just staying staked assuming zero revenues come in from today.
Read 12 tweets
Asfu Profile picture
Dec 22, 2021
Web3 can’t be explained, it has to be experienced.

People in developing countries like Pakistan couldn’t invest in Web2 companies even if they wanted to, but can do so in Web3 initiatives.

Why is this a big deal?
Web3 aligns incentives of a global talent pool that was previously not possible.

$OHM and $KLIMA holders in different countries are actively collaborating to make these protocols succeed. Investors and customers of Tesla and Twitter aren’t doing that.
Web3 gives people in developing countries access to a reliable legal system whereas Web2 powers were mainly accessible to folks living in the developed world.

With Ethereum, my niece and nephew in Pakistan can launch an NFT project and “know” their rights will be protected.
Read 5 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(