Roger Lu🔺 Profile picture
Feb 27 5 tweets 5 min read
Looks like an audible has been called last minute.. and @Platypusdefi #PTParty launch has been delayed (from what I can tell) until Thursday, Mar-3, 6pm UTC

Here are the official announcements from
@echidna_finance $ECD


1/2
And @vector_fi $VTX



Scurrying to find out more info ASAP
Key question is if we can stake @Platypusdefi $PTP for $ecdPTP on @echidna_finance $ECD & $xPTP on @vector_fi $VTX, respectively, now to accrue rewards or if rewards don't start until Mar-3
2/2
Addendum 1/2
Looks like @Platypusdefi $PTP staking is live on @vector_fi $VTX
I converted an initial amount 4k PTP into xPTP & staked some stables. Are they not honouring the detante?
Addendum 2/2
Doesn't look like @echidna_finance $ECD app is up-and-running yet, & they have explicitly said #PTPary Rush for them won't launch until Mar-3

@yieldyak_ $YAK never promised a 6pm UTC launch date, but this could be a turtle passing the hare scenario
#PTParty Update
@echidna_finance $ECD is now open for business - guess we're not gonna wait until Mar-3!

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More from @rogeravax

Feb 27
My Strategy for Playing the #PTParty #PTPwars
(16-Part Thread Incoming)
#PTParty starts *TODAY* Sunday Feb-27 6pm UTC

This has already caused a massive run-up in PTP against a shaky macro crypto & #AVAX market

So what's going on?
1/16 Image
What does #PTParty mean?
3 protocols, an established one @yieldyak_ $YAK & 2 new projects @echidna_finance $ECD, @vector_fi $VTX are launching strategies on top of @Platypusdefi $PTP to give users enhanced % APYs on stablecoins

Let's unpack this...


2/16
Topics to discuss
1) What does @Platypusdefi $PTP do?
2) What will @yieldyak_ $YAK, @echidna_finance $ECD & @vector_fi $VTX do to enhance this
3) What’s the optimal strategy for playing this?
3/16 Image
Read 17 tweets
Sep 30, 2021
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
Sep 30, 2021
#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
Read 8 tweets
Aug 19, 2021
#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
Aug 18, 2021
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
Aug 17, 2021
#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

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