A thread sharing the TOP 4 most innovative upcoming #NaaS projects.
4/4 Thread πππ
0.1/4 Preface
Rugs and low-effort forks are everywhere these days, even KYC becomes not so useful in identifying the rugs.
Imo the whitepaper gives us another angle, i.e. more innovations = more effort spent = more legit.
0.2/4 Disclaimer
Only the new projects with a whitepaper, KYC, or a plan to KYC prior to launch, are included.
I won't talk about the standard features, such as:
- Nodes as NFTs
- Reward booster NFTs
- Controls on token supply
- Node tiers
- $UNIV features
- High APY
- DAO
1.1/4 @TavernsKeep
I like the number of new concepts they came up with. In addition, the fact that they quickly adjusted the reward system from a recent AMA makes me like them even more.
1.2/4 @TavernsKeep
Innovations:
- Breweries (nodes) are upgradable with βexpβ, which is earned automatically over time for each node
- There is a 14-day fermentation period when you claim rewards, during which your exp. is paused (a good way to punish frequent claim & sell).
1.3/4 @TavernsKeep
- "Homekits" provides a lower entry to the game. They are cheaper and not upgradable, giving a 0.5% daily APR.
- Breweries are scarce, meaning there's a limit to them.
- Brewery reputation. A loyalty system rewards the ppl who create nodes, donβt claim, and LP
1.4/4 @TavernsKeep
- Breweries can be purchased with the LP tokens at a discount, and early LP contributors will receive additional passive token rewards (a good way to incentivize the LP growth)
2.1/4 @PotionNodes
Ngl, they chose a great name for the project, which comes from their cool idea of multi and mixed-token potions (nodes).
One can create a potion (node) with a combo of different tokens such as the native, LP tokens, $USDC, $wAVAX, etc.
2.2/4 @PotionNodes
The rationales behind the multi and mixed-token nodes are multi-folds:
- Derisk the treasury growth from solely relying on the native token
- Diversified yield strategies with multiple tokens
- Better growth of LP
- Better backing to the native token
2.3/4 @PotionNodes
For the nodes, currently, they plan to provide:
- Discounts for single-non-native-token nodes, e.g. $wAVAX at 10% discounts
- Mixed potions, created with a combo of multiple tokens. These nodes provide rewards at different rates and types.
2.4/4 @PotionNodes
- Micro potions for a lower entry to the game with a lower APY
- Cauldrons (different to elixir) that are merged from multiple potions, giving a higher APY
- Nodes (NFTs) are scarce with a limit that controls the inflation
3.1/4 @visusdao
Visus is different.
Think of it as a decentralized YouTube aiming to provide a more open and rewarding streaming platform.
Their nodes are more of a crowdfunding mechanism, which rewards investors passive income, at the same time incentivize content creators.
3.2/4 @visusdao
There is strong attention on sustainability from their lite paper:
- APY wonβt be crazy as they prefer long term investors over flippers
- Mechanisms to ensure the tokenβs scarcity
- Automatic tax scaling based on the token value
- Monthly maintenance fee
3.3/4 @visusdao
It is the very focus on sustainability that makes me believe their core business is not interested in a quick money grab but more about a long-term real value add platform.
3.4/4 @visusdao
You can check how these similar projects are going, as one of the many ways to evaluate their business.
- Decentralize gaming: $GALA
- Decentralize search engine: $PRE
4.1/4 @Corkscrew_Fin
What caught my eyes are how "brutal" they are in punishing the short-term traders.
- Depending on the tiers, one can only sell 5% - 15% worth of the node value every 24H
- For non-noders, 60% sell tax!
- For noders, 5% - 15% sell tax
- 10% Claim tax
4.2/4 @Corkscrew_Fin
With these measures, I can see a steady and slow growth of the token value, because of the low sell pressure. In a way, this could make the project a long-term play.
A guide to surviving and making money in this bear market.
Note: the thread is not about hopium or soft advice. I'm just not good at these. I share what I did since Jan (worked pretty well) and what I will do.
18/18 Thread πππ
1/ Bad news
We are in bear, admit it, and we are likely gonna be here for a while. Looking at the charts, news, and sentiments, none gives us the confidence that we are going to break out higher soon. There might be some breaking good news, but that probability is low.
2/ Good news
The two major drivers at this stage are the rate hike and the war.
So, what happened in history with these two events?
Check out the charts: they did suck, but they were temporary, the market ALWAYS recovered, and the impact, on average, was neutral.
A comprehensive analysis on this market crash
- Why crash?
- Is it over?
- Wen recover?
- What to do?
1.1/ Why crash? - Macroeconomics
Negative news all coming together this time
- Fed taper
- Interest increase
- Inflation
- Poor company earnings
- Weak consumer and business sentiment
- Covid
1.2/ Why crash? - Charts
- $BTC dominance dropped below 40%. Believe it or not, every time it reached this low, market crashed
- Almost βonly upβ for 2 yrs straight
- There's a downfall trend line $BTC didnβt break out
- Havenβt seen the 8/21 EMA cross
- Vol. has been declining
A deep dive on $FTMP and when is the best time to enter? plus an alpha
πππ
1/10 Intro
$FTMP is a printer protocol (or reflection token) that charges a higher tax from every trade. A big proportion is used to pay back the holders based on their % of the token in the total supply.
2/10 Team
- Godspeed: You saw a project introducing new features every single day?
- Track of records: $aJwl + #NodeGame + $FMTP = $3M
- Vibe: Sharing surprises constantly, they know how to keep you on your toes
- Trust: Long term vision and transparency
Summary and Comparisons of Printer Protocols
Why are they undervalued?
$ETHP $FTMP $ANYP $ICY
Threads πππ
1/9 What are they?
A printer protocol (or reflection token) charges a higher tax from every trade. A proportion of it is then paid back to the token holders based on their percent in the total supply.
2/9 How do they work?
Say the total tax is 20% with 12% holder reflection.
You put $1k:
- you get $800 worth of tokens in your bag
If total vol. is $100k a day:
- $12k ($100k * 12%) is sent to all holders daily
If 0.1% of the total supply are your tokens:
- you get $12 a day
So much happened in DeFi 3.0 in 4 days, so updated the summary
- 4 projects added to the list
- Added a Differentiator column
- Updated $REFI tax
- Updated the Price/MC/Treasury
$MCC $REFI $CAT $AGFI $ECC $SCC $CCC $CCF $MVC $LGF $ACYC $ABC
And the cards of the 4 projects πππ
1/4 $MVC @MulVerseCapital
- Largest DeFi 3.0 on BSC by MC
- Solid investment team (100% profit in a month)
- Big community 46K followers
- 99% LP lock
- Investment decision will be voted by the community
2/4 $LGF @Letsgofarming1
- Biggest growth in 24H
- Smallest MC rn
A summary and comparison of DeFi 3.0 protocols, and why they are on fire π₯ rn
$MCC $REFI $CAT $AGFI $ECC $SCC $CCC $CCF
1/ What is DeFi 3.0?
The treasury invests in 100s of DeFi protocols for you, like an active management fund, and you receive the profit passively by simply holding the token, aka DaaS/FaaS.
Another feature is reflection, i.e. every txn ppl makes on the token, you earn a share
2/ How do they sustain?
Normally, the profit from treasury investment are used to buying back their tokens, some may have airdrops.
In addition, the reflection incentivizes ppl to hold in order to earn from each txn, while at the same time strengthening the treasury investment.