#alphaleak (outside of $AVAX) #BNB #launchpadstrategy
Yesterday, I saw a big spike-up on $BNB among an ocean of crypto weakness
1/8
It could've meant a variety of things, perhaps regulatory clearance in a key market (@binance has been getting shut down), but I was hopeful that it could possibly mean... #BNB #launchpad season. And yes my prayers were answered!
2/8
So what's the #BNB #launchpad strategy? It's a tried & true strategy I've deployed successfully to get *outsized* gains. When @binance does a launchpad, it typically means very large gains for $BNB w/ a very nice #IDO dividend at the end

3/8
#bnbstrategy
Here's the playbook I use. Sometimes the rules vary between launchpads (so always read the rules!), but it normally involves a measurement period with #IDO allocations based on avg #BNB balance


4/8
The current #launchpad involves @beta_finance $BETA, a permissionless money market for lending, borrowing & shorting crypto

Measurement period is Sep-30 0:00 UTC to Oct-8 0.00 UTC using avg. #BNB balance of 8 days


5/8
Here's past few #BNB #launchpad IDO performances (ATM Price-to-IDO price) which has been pretty awesome:
- @coin98_wallet $C98 = 88x
- @Tokocrypto $TKO = 49x
- @iSafePal $SFP = 40x
6/8
Holding #BNB is NOT w/out its risks. In the past it's been a core holding as a utility token with 25% discount on trades, VIP status & access to #launchpads, a big winner. BNB has been on my "no play" list due to reg. issues globally but can't pass up this "event-driven" play
7/8

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More from @rogerclu

30 Sep
My Strategy for Optimising Returns for Incoming #AvalancheRush

Epic 20-part thread incoming...

DISCLAIMER: DYOR, NOT INVESTMENT ADVICE, THIS MAY INVOLVE HIGH RISK
1/19
Hi All, it’s been quite a few months (May-21) since my last deep-dive into @avalancheavax $AVAX #defi investment strategies – frankly it’s become a FT job managing a larger portfolio & +EV was to focus on taking care of the $$$

Last Serious Post

2/19
Now that #AvalancheRush is at our doorsteps - @kevinsekniqi has *promised* TODAY for @AaveAave $AAVE launch+rewards - I thought I'd gather my thoughts on how you might best position your @avalancheavax $AVAX native portfolio to take full advantage


3/19
Read 20 tweets
19 Aug
#AvalancheRush
Here are my initial thoughts on @BenqiFinance $QI
-Super smooth launch so far (congrats to QI team!)
-UI is slick & a lovely experience
-#Defi on @avalancheavax $AVAX is silky smooth & fast, by far my favourite L1 to do stuff. Soooo much better than #Ethereum
1/8
- @BenqiFinance $QI has launched on @kucoincom
Currently at $0.056, a 6x from IDO Price of $0.009
Circulating Mkt Cap is still a modest ~$18m
2/8
Meanwhile, @BenqiFinance $QI is already at $90m TVL

The market leader @AaveAave $AAVE, on the other hand has $13 BILLION
3/8
Read 8 tweets
18 Aug
Yesterday, I wrote this thread about why I thought NOW was the right time to invest in @avalancheavax $AVAX, why NOW was going to mark the start of #AVAXdefisummer

There are clear macro drivers & near-term catalysts for my belief as outlined



1/7
As many of you know, I was until recently consulting on #defi @avalabsofficial. They didn't provide any confidential info, but it was clear from my interactions & research that something was brewing. Partnerships & investments were being made, sh*t was happening
2/7
As part of my general research, I looked into incentivised liquidity mining @0xPolygon $MATIC. $75m incentives assisted in creating +$8.5m in circulating market cap gains
3/7
Read 8 tweets
17 Aug
#alphaleak
So what if you are on the cusp of #avaxdefisummer & wondering how to maximize your @avalancheavax #defi returns?

I'm positioning myself for the highest leveraged beta plays in the $AVAX defi ecosystem:
1) @AvalaunchApp $XAVA
2) @yieldyak_ $YAK
1/8
More on XAVA as details come our later this, a thread on YAK valuation...

Before the $YAK token was released, I wildly speculated with some napkin maths:


2/8
Basically boils down to:
a) #AVAXdefisummer is happening
Lending (missing piece of puzzle) is coming with @BenqiFinance $QI, @traderjoe_xyz $JOE & others. Further, @AvalaunchApp $XAVA is bringing the floodgates for high quality #IDO new projects. Many more partnerships TBD
3/8
Read 8 tweets
17 Aug
A thread on why NOW is the time to invest in @avalancheavax $AVAX

I've been tweeting it, but for posterity, I want to state here that I think this week marks the start of AVAX #defi summer

Here are my reasons:
1/7 Image
a) General macro renewed interest in L1s
Specific catalysts:
b) @BenqiFinance $IQ launch Aug-19 with incentives
c) @AvalaunchApp $XAVA launch this week
2/7
a) General macro renewed interest in L1s, with @solana $SOL & @terra_money $LUNA leading & $AVAX now following

Not that SOL & LUNA are better, just that they're larger cap & more visible. At this stage, I'm loading up on $AVAX > SOL/LUNA (though IMO both deserve a place)
3/7 Image
Read 9 tweets
20 May
My Portfolio Strategy
Apologs for relative absence the last few wks, I’ve been running on empty working 20-hr days & my tweet volume has suffered. I use these tweets to think thru portfolio decisions, so not tweeting deprives me of an important part of my investment process
1/20 Image
With this thread I'll do a run-down of my overall portfolio (not just the AVAX portion which is obv. a major piece) & my macro investment decisions, esp. important to do during such volatile times (yesterday – ouch). I hope its helpful, but this is *not* investment advice
2/20 Image
1) The Macro Picture: for my process, I think it’s important to take a step back from individual positions & recalibrate your macro view on occasion & esp. during uncertain fears

I'll normally go to technicians/mkt commentators to understand what price action/mkts imply
3/20
Read 20 tweets

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