alexcutler.eth Profile picture
Mar 4 β€’ 14 tweets β€’ 7 min read
πŸ‘‹Hello

The last few weeks have been 🀯. I never expected to have 2k+ people following my Tweets.

While that's nothing in the context of some accounts, I am feeling the responsibility of it.

And think you deserve to know who you're reading.

So, a little bit about me...

πŸ§΅πŸ‘‡ Image
πŸ™‹β€β™‚οΈMy name is Alex.

Clearly, I'm doxxed.

The fact that you can be an anon participant Web3 is super cool, but it didn't feel right for me.

It's more important to me that y'all know me and that I'm accountable for what I say and do.
My background is multifaceted...

I started my career in politics and campaigns (which is where I met @JasonHitchcock), but burnt out.

I spent six years in a variety of roles @Apple, my last few managing a few Talent Development programs.
From there, I jumped into the agency world and got to work with cool companies like @Apple + @Meta.

But like many, the last few years took a toll and my health was declining so I've been on "sabbatical".

Nursing my health and getting way too into #Web3.
My goals in #Web3 are simple: freedom and security.

I don't want to have to choose between my work and health. I don't want feel like my wage holds me hostage.

I don't need "fuck you money". I just want enough to live a modest, secure, and free life.

And take my lady to Paris.
In the current paradigm my only hope is to continue to grind and squirrel my acorns away.

As I do this systems, structures, and products optimized to extract my value will take more than they'll give back.

And then maybe, if I live long enough, I'll get to retire.

πŸ–• fuck that
In #Web3, I see possibility...

πŸ‘‰ DeFi institutions that return far more value to their users than TradFi

πŸ‘‰ DAOs creating value and distributing it back to their communities

πŸ‘‰ NFTs allowing creatives and artists to finally be rewarded for their craft

A true paradigm shift.
So this year, I took a big risk and liquidated all of my TradFi savings and moved into crypto.

😳 eep.

And despite the fact that averaging into a bear market has (until the last week) felt like #onlydown, I've been able to maintain my conviction and passion. Image
This is only possible because of the amazing people and communities I've had to support me...

πŸ™‹β€β™‚οΈ@JasonHitchcock red-pilled me and brought me into the amazing community @yieldopolis

🐢 @Ace_da_Book and @EthropyFinance have been indispensable in navigating the space
πŸ§™β€β™‚οΈ @gabagooldoteth + @_veDAO_ have shown me I have value to add to DAOs and brought me in as a contributor

And it is this welcoming and egalitarian spirit of #Web3 that led to me adopting "wagmi" as part of my handle.

My goal for this account is to help us ALL make it.
So with that, some caveats...

1️⃣ I'm not an expert

2️⃣ I'm learning with you

3️⃣ I will make mistakes

4️⃣ I will be biased and bring a PoV

5️⃣ I will be invested in the things I talk about

6️⃣ I will never offer financial advice
That said, you can count on the following from me...

1️⃣ Transparency: I'll telegraph my every move

2️⃣ Insights: I'll look for the signal in the noise

3️⃣ Alpha: If I find a something I can share, I will

4️⃣ Value: I will never gate-keep or take from you
If you find value in the things I'm doing and want to support me doing them, there are plenty of ways...

πŸ™ Tell me how I helped you

πŸ“£ Retweet and amplify my stuff

🚨 Slide into my DMs with hot alpha

🀝 Invite me to your community

πŸ’Έ And (of course) feel free to tip me
I hope that #Web3 will be a gateway to a more balanced, healthy, and secure life.

I hope by sharing with y'all how I'm doing that, you can achieve the same.

And if we're successful, it will be the most meaningful work of my life.

Thank you for being part of that.

πŸ™ wagmi

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More from @wagmiAlexander

Mar 5
πŸ—³ Convex + Votium Round 13 Kick-Off

It's that time once again, voting gauges are open and tasty birbs (bribes) are beginning to flow in.

And with the events of yesterday, we've got some extra drama surrounding #VotiumR13.

My preview and projections below.

πŸ§΅πŸ‘‡
R12 Recap

Last round saw a total of 5357.47 in $ETH bribes (+1.9%), the second highest amount on record.

While bribes per $USD declined to $13.6M (-15.3%), it was clear that it was driven by prices drops not bribes.

tl;dr - flywheel πŸ’ͺ + birbs πŸ“ˆ.

Yesterday's Twist

The #cvxVotium flywheel is a pretty well oiled and drama free machine, which (frankly) I was looking forward to after the chaos of the #veSolidWars.

But clearly, I'm not allowed to have nice things as yesterday we got some big news...

Read 11 tweets
Mar 2
I hope to do a proper thread, but a few quick thoughts on @_veDAO_'s big move.

They were already compounding control of Solidly and Solidex at an unmatched pace.

The benefits they gain with @0xDAO will only accelerate that (and they'll likely compound control of 0x too).
They will be one of the largest single controllers of veSOLID, and might have a shot at being the largest.

And since Solidly emissions are front loaded and veSOLID non-dilutive, this would be insurmountable.

IMO this makes them the simplest and most optimized Solidly play.
I mean, think about it...

You functionally get the optimized rewards of Solidly, Solidex, and 0xDAO in a simple $WeVE wrapper.

And those benefits will flow proportionally whether you're a retail investor, whale, or protocol.

"The People's Cooperative", indeed.
Read 6 tweets
Feb 26
πŸ”₯ Alpha on #veSolidWars

The market seems woefully confused about the best way to get $SOLID exposure right now. I'm here to help.

Imagine you've got $10,000 and you want $SOLID exposure, whats the best value play?

It's probably not what you think...

πŸ‘‡ 🧡
Assumptions

I'm ignoring #FTM protocol specific plays right now because (IMO) there are too many variables there.

I want to focus on the options that are either direct exposure or are solely focused on controlling $SOLID.

That means looking at $SOLID, $SEX, $WeVE, $OXD.
I'm also ignoring the more speculative longer term value proposition around each, but will touch on those later.

I also got very little sleep last night, so it's possible I fucked something up. Please send notes if so!
Read 11 tweets
Feb 24
Yesterday, users flooded to #Fantom for the launch of @AndreCronjeTech's @solidlyexchange.

After months of skirmishes, the #veSolidWars were officially kicking off and the excitement was palpable.

Then... ALL HELL BROKE LOOSE.

My attempt at a recap. πŸ‘‡πŸ§΅
Quick Background

When @AndreCronjeTech announced his new AMM Solidly, he distributed ownership to the top #Fantom protocols as ranked by TVL.

This ignited a battle for control that eventually coalesced into a struggle for control between two teams: @SolidexFantom + @0xDAO_fi
As the day began, we heard from the holdouts...
πŸ‘‰ @SpookySwap would remain neutral
πŸ‘‰ @SynapseProtocol would delay / go solo for now
πŸ‘‰ In the final minutes, @fraxfinance joined #0xDAO

That increased @0xDAO_fi's lead at 40% to @SolidexFantom's 33.7%.

Victory? Not quite. Image
Read 12 tweets
Feb 23
πŸ—³ Votium Round 12 Wrap Up

Yesterday marked the end of #Votium R12 and $CVX holders are busy counting their sweet bribe πŸ’°.

A quick recap 🧡 of what we saw...

#Convex #CurveWars @ConvexFinance @CurveFinance
High Level

πŸ‘‰ Second highest amount of bribes / ETH ever
πŸ‘‰ Decrease in total bribes / $ due to market volatility
πŸ‘‰ Bribes largely flat, but $TRIBE + $LUNA increased
πŸ‘‰ One returning briber in $DAI, one drop out in $MTA

Payouts were about $.38 / vlCVX (40% APR).
What does this tell us?

That none of the drama in #crypto is hurting the $CVX #Votium flywheel.

Average bribes (ETH) and briber qtys have continued to increase + that trend seems likely to continue.

And when the market recovers / catalysts arrives, people will take notice.
Read 4 tweets
Feb 22
Sick of reading about real wars? You're in luck!

The war for control of @solidlyexchange (#veSolidWars) has continued to rage and I've got some big updates.

TL;DR: The next 48 hours will be huge and there are rumors of a second front soon opening. πŸ”

πŸ§΅πŸ‘‡
Why the next 48 hours?
πŸ‘‰ @solidlyexchange emissions start tomorrow
πŸ‘‰ Same deadline for veNFT deposits on #Solidex
πŸ‘‰ @SolidexFantom is expected to launch
πŸ‘‰ Clarity on @0xDAO_fi's launch plans coming soon

Then the battle for control of #Solidly truly begins!
So what's new?
πŸ‘‰ @RadialFinance confirmed solo
πŸ‘‰ @SushiSwap looks to be solo
πŸ‘‰ @SynapseProtocol has a proposal to join #0xDAO
πŸ‘‰ @Spirit_Swap + @fraxfinance still TBD

And all 8 veNFTs of #Solidly's early partners have just been deposited / locked, cementing the alliance.
Read 16 tweets

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