In investing, if you want to gain bigger profits, you need to spot things earlier then others

Do you want some ALPHA about $RUNE / $LUNA ?

Could $RUNE reach 2000$ and more?

Let's find out
🧵
👇
1) We all know that $LUNA is a giant.
It has:
- brilliant tokenomics (peg with $UST ),
- charizmatic founder @stablekwon
- intelligent community
- innovative projects
On their way for mass adoption
2) Here is my thread about $LUNA 16 000$ potential
👇
3) Many #LUNAtics were shilling shitcoins as 'another $LUNA '
Yeah, I don't fall for this ... <I won't name the projects> stuff.
And now $RUNE narrative gets traction.
But ... it's different now.
4) I'm in #LUNAtics and #THORChads community for some time now.
I haven't seen bigger brains that #THORChads.
5) Let's start what @THORChain delivered:

You can swap NATIVE assets like $BTC $ETH $BNB $DOGE $LTC $RUNE between each other.

Without KYC, without middlemans, without wrapping.
+ Synthetic assets 🔥
6) But there are other bridges also...

Yeah, but they rely on wrapping.
When hack happens (like in wormhole lately) your funds could be lost (this time big players bailed them out)
7) But you get the gist.

When something happens and your assets are wrapped, you can loose your life-savings in matter on minutes.
8) With regulations coming, storing funds on centralised exchanges is also risky.
That's why @Thorchain is our best friend.
9) Imagine world where regulators ban certain cryptos on exchanges.

How could you buy/sell them?
You'd better hope that @Thorchain integrates them.
10) Privacy projects know that.
So their developers work on integrating with @Thorchain

@monero @HavenXHV @zcash
11) If you want your privacy, you should support Thorchain
12) I won't say it better than @THORmaximalist
I higly recommend to read that, it will blow your mind.
👇
13) Most of your want to know what prices could $RUNE reach?

14) Long term, I think it's a FUD.
In 5 years from now IF (and only IF) team executes properly - without hacks, $RUNE could become top3 asset in crypto.
15) It's simply becouse of it's brilliant tokenomics.
RUNE deterministic price = (3 * non-RUNE TVL) / RUNE Circulating Supply on Date
16) Imagine how many more chains could be integrated in 5 years:
$LUNA $UST $ATOM $DOT $AVAX $FTM , $ETH all L2 tokens that aren't even live yet 🔥
17) And people want to earn passive income.
20% on native $BTC ?
24% on native $ETH ?
74% on native $BUSD?
53% on native $BNB ?

Again, no wrapping, no KYC 😉
18) These are some juicy APYs, don't you think?
The more TVL would be locked in Thorchain -> the more chains would be integrated -> the more price $RUNE token captures.
19) @anchor_protocol has 15 bln $ TVL.

What would be $RUNE deterministic price?

$RUNE deterministic price = 3 * (50% * 15 bln) / 300mln = 75$

$RUNE with speculative premium (3x, 5x):
<225$, 375$>
20) But $RUNE like I said can capture almost every chain in crypto, even UTXO chains like $BTC

What is total crypto market cap right now? Just below 2000 bln $

What crypto market cap could be in 5 years?
Let's say 10x from here: 20 000 bln $
21) What if $RUNE could capture 1% of that into TVL?
200 bln $ TVL

$RUNE deterministic price = 3 * (50% * 200 bln) / 300mln = 1000$

$RUNE with speculative premium (3x, 5x):
<3000$, 5000$>
22) It's unlikely for us at that point, but becouse it can capture almost all chains it could even ... surpass $BTC marketcap.

Crazy don't you think?

We're talking about capturing only 1 % of total crypto market cap :)
23) TLDR: Sky is the limit for $RUNE
24) Have you ever heard of Liquidity Black hole theory?
Interesting reading below
👇
25) The most important challenge of Thorchain is complexity of the tech behind that.

$RUNE has above 200k lines of codes if I recall correctly.

They also need to deal with safety on every chain they are integrating.
26) Other DEXes have few thousands lines of code and need to make sure their protocol is safe for mostly 1 chain.
27) That's why it's a challenge.
We saw it in summer, when $RUNE was hacked few times 😉

But what doesn't kill you, makes you stronger💪
They refunded every penny for their users.
28) They also learned they lessons:
- collab with white hats
- bounty programs
- don't rush with shipping new features
- @ninerealms_cap in core team
- stagenet
and other security measures
29) Why Thorchain doesn't have forks (besides friendly ones like @MayaProtocolEng ) ?

Ever heard of funny stories about students who don't know that certain topic is to complex to be solved and that is the reason they solve it?

This is how I feel about Thorchain
30) Personally I'm an investor, I play long game.
I believe $RUNE could deliver their promises and sky is the limit with price, but I'm aware of the biggest risk - complexity of the tech.
31) Finally, I promised some alpha.

When project gains traction, often even more upside you will get from ecosystem plays.
32) What are ecosystem projects around Thorchain?
35) @ThorGuards - Thorchain main NFT project
👇
twitter.com/ThorGuards
36) @BrokkrFinance - the biggest ALPHA here imho.

Brokkr IDO starting at March 30th on @terra_money as CW-20 token.

I recommend you to join their discord and find out how to get NFT which also would be their WL pass for IDO🔥

👇
brokkrfinance.medium.com/bro-tokenomics…
38) @Defispot - another IDO after $BRO
Date of IDO - TBA, also bullish on that one🔥
👇
39) @xdefi_wallet - the best cross-chain wallet, token $XDEFI
👇
twitter.com/xdefi_wallet
40) @thorstarter - launchpad on Thorchain and beyond
👇
twitter.com/thorstarter
41) Want to learn more?
Start with this: docs.thorchain.org/learn/understa…
42) I believe future will be bright for both #LUNAtics and #THORChads
If you want to learn more on that assets, just follow these Chads:
@THORChainLPU @THORNOOBs @runebase_org @ChadThoreau @CBarraford @THORmaximalist
@TehSlaw @TheThorLady @AkuRypto @flyacro @CryptoVertex

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