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hansolar Profile picture
@hansolar21
Feb 26, 2022 • 9 tweets • 8 min read • Read on X
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1/n Architecture Diagrams on Mainnets/L2
Link below to explore on the whiteboard (feel free to comment)
miro.com/app/board/uXjV…
#ETH #SOL #AVAX #DOT #ATOM #OSMOSIS #JUNO #LUNA #EVMOS #CELESTIA ImageImage
2/n Ethereum
Lot of scaling tech currently fighting for attention and liquidity.
ORUs and ZKRUs will probably start competing with tokens soon.
👉 zk-based general smart contracts looking like the next big advancement @StarkWareLtd vs @zksync Image
3/n Ethereum
👉 Big updates include the POS transition in July 2022(no code-freeze yet tho)
General architecture direction is transitioning from a monolithic one to more modular architecture.
Central beacon-chain with shards(eta 2023) and rollups in the future Image
4/n Solana
One of the fastest blockchains in the market
Out-of-the-box asynchronous txns could become the standard way to build financial/gaming applications in the future
👉 @neonlabsorg also working to bring EVM to Solana (currently pre-alpha) Image
5/n Avalanche
Has a modular architecture and aims to solve scale using subnets
Interestingly, different subnets can have different consensus algorithms
Currently the C-Chain(the EVM one) is a smash hit, onboarding plenty of developers and users to the platform Image
6/n Polkadot
Has a modular architecture and aims to scale using parachains
Each parachain is a sovereign blockchain which are auctioned off every epoch with the relay chain acting as shared security.
Polkadot can currently support up to 100 parachains Image
7/n Cosmos Ecosystem
These include blockchains built using the cosmos-sdk
Out of the box interoperability from IBC is a huge plus considering the inefficiency/risks of liquidity-based bridges
👉 EVMOS @EvmosOrg launching on 28 Feb will be the major event in the near term Image
8/n Celestia
A novel modular blockchain using a mix of tech from the cosmos and ethereum ecosystems
Testnet coming early Q2 (incentivized) and mainnet in end of 2022
Aims to achieve
👉 scale through rollups & data sampling tech
👉 interoperability through IBC Image
h/t
@epolynya on eth architecture
@bc1siiimon on the Cosmos eco
@0xHarrington @PEHH_1 on Avalanche
@nickwh8te @likebeckett on Celestia
@InternDAO's Project Masterlist [internal]

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More from @hansolar21

hansolar Profile picture
Jun 19
BTC vs ETH : S1 deadline set & ETF launch

Previously on BTC we saw;
- 15% pump from 42k to 48k
- Large OI and funding wipe out
- 1b in spot CVDs Image
Watch out for sudden increases in price and OI(~1b)

Massive liquidation of eager longs between the S1 deadline and ETF launch

👉 Leave room for a liquidation candle Image
Betas might not do as well as you want them to

SOL and ORDI were flat during the time between the S1 deadline and ETF launch

👉 Focus on ETH Image
Read 4 tweets
hansolar Profile picture
Feb 21, 2023
1/ How did @kingfisher_btc predict the massive pump 22k to 25k?
👉 Gamma charts

Why did it happen?
👉 Gamma squeeze

Learn to interpret them like a pro
Option 🧵 below 👇
2/ @kingfisher_btc provides something called a GEX chart which calculates the gamma positions of option traders.


@Amberdataio also has a great one that you can access for free!
pro.amberdata.io/options/deribi…

So what is gamma exactly???
3/ Gamma is the sensitivity of delta when the price changes.
Delta is the sensitivity of options prices relative to the underlying asset price

For the common covered call, which starts off as negative delta(pretty harmless), if price starts moving against you, delta increases
Read 10 tweets
hansolar Profile picture
Nov 25, 2022
The ✨secret sauce✨ to making money trading crypto options 👉 Selling Options

In this thread I'm sharing some of my most closely held secrets for selling crypto options
Selling vs Buying Options
If buying options were like buying the lottery, selling options is like *selling* the lottery(or insurance).
Smaller more frequent wins and the occasional larger loss.
Less line drawing, more just waiting till expiry
Option Selling Theory
When selling options to the buyers, your profit curve is simply the reverse of an option buyer.
Option sellers earn a small premium initially and if the price of the asset moves past the strike price(ITM), you make a loss (see bottom two charts)
Read 13 tweets
hansolar Profile picture
Nov 14, 2022
How I used options to hedge the FTX implosion making 3376%🤯 on the trade (even before Arthur Hayes👑)
and how YOU can use them to protect yourself against black swans🦢 events

🧵 on option basics and execution
Option Basics
Options contracts give you the right to buy(calls) or sell(puts) an asset at a predetermined price(strike) in the future.

An option contract looks like this:
ETH-25NOV22-1000-P

ETH : Underlying asset
25NOV22 : Expiry date
1000 : Strike
P : Put(right to sell)
Option Price 1
Options prices can LOOK cheap. They can be as cheap as 0.0005 ETH for 1 ETH contract on @DeribitExchange
That is kinda like using 2000x leverage.
Read 14 tweets
hansolar Profile picture
Oct 28, 2022
🧵🧵🧵APY🧵🧵🧵
I spent my afternoon combing through 5,510 sources of yield data from @DefiLlama so you won't have to🤓

Aim : find a safe stable yield farm to park $100k

I used *base yield* and not the combined yield to look for protocols that offer #realyield
Started filtering out sources first with their ML-based yield prediction column.
1. Low/No confidence filtered
5,510 👉 2,693
2. Base-rate higher than the risk-free rate : 5%
2,693 👉 327 (YUGE drop)
Since the deposit amount is 100k, the pool will have to needs to be large enough that a deposit doesn't dilute the yield
3. Filter : TVL > $400k
327 👉 130
Finally a bit more comprehensible now...

Also mapped the chain to the shape
Read 13 tweets
hansolar Profile picture
Sep 18, 2022
1/n A Defi Data Story on Revenue and Market Valuations
(@DeFiMann's data)

The Simpleton's view : More revenue => Higher mcap
Verdict : Somewhat true, but looks random😵‍💫
Liner regression give us a 0.001 R²🤮 Basically no relation.

Maybe the market groups projects when valuing? Image
2/n Splitting the two into two tiers seems to make more sense.
The market seems to like the oldies(launched around defi summer 2020) more than the newer projects.
Makes sense. Market rewards lindy-ness👴
(except SNX. Market treats like SNX like a newborn🐥) Image
3/n Tier 1 now has a good R² 0.89 and Tier 2 at least looks like it makes sense...
Mathematically the lines equal the P/S ratios
ⓘ PS ratios
Tier 1: 38
Tier 2: 4.8
Tesla: 15

Tier 2s aren't actually that young though... What if they earn the lindy premium?
Read 7 tweets

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