An on-going list of ๐งต Iโve written on projects & narratives.
I didnโt expect followers so ๐, figured Iโd organize.
In crypto since 2013, and VC tech industry since 2008 as a 3x founder and investor. I write from that POV.
Give me a follow if you enjoy or want to connect ๐
I didnโt expect followers so ๐, figured Iโd organize.
In crypto since 2013, and VC tech industry since 2008 as a 3x founder and investor. I write from that POV.
Give me a follow if you enjoy or want to connect ๐
/ $LUNA
A #LUNAtic since early 2021. @terra_money is my highest conviction bet on my thesis around growth and utility of stable coins in crypto. With $UST as itโs core product, itโs the perfect blend of GTM strategy, product, design, team, community, investors.
Original ๐งต๐
A #LUNAtic since early 2021. @terra_money is my highest conviction bet on my thesis around growth and utility of stable coins in crypto. With $UST as itโs core product, itโs the perfect blend of GTM strategy, product, design, team, community, investors.
Original ๐งต๐
https://twitter.com/0xcha0s/status/1457777887684141068
/ $CVX $CRV ecosystem
I started in DeFi in 2020 as a @CurveFinance OG. As my stablecoin thesis solidified, so did my CRV as DeFi liquidity center conviction.
@ConvexFinance is a levered bet on CRV. Stellar community, and pays out handsomely in yield. ๐ฐ
Latest post ๐
I started in DeFi in 2020 as a @CurveFinance OG. As my stablecoin thesis solidified, so did my CRV as DeFi liquidity center conviction.
@ConvexFinance is a levered bet on CRV. Stellar community, and pays out handsomely in yield. ๐ฐ
Latest post ๐
https://twitter.com/0xcha0s/status/1508907645658402824
/ $BNT
@Bancor since Dec 2020, and is one of my thesis picks for DeFi for the masses.
Itโs unique AMM design is a moat. Itโs DeFi for dummies.
I share the v2.1 limitations. I expect v3 release next month will melt faces.
Pre v3๐งต here, follow me for post v3 post soon๐
@Bancor since Dec 2020, and is one of my thesis picks for DeFi for the masses.
Itโs unique AMM design is a moat. Itโs DeFi for dummies.
I share the v2.1 limitations. I expect v3 release next month will melt faces.
Pre v3๐งต here, follow me for post v3 post soon๐
https://twitter.com/0xCha0s/status/1458903602630737929
/ $ASTRO
My thesis was every major L1 nation-state needs a core exchange and money market.
@astroport_fi is @terra_money premium dex. In 3 months, itโs become a top 3 dex in volume with support for $UNI + $CRV + $BAL type pool options.
Follow for on-going updates
OG post๐
My thesis was every major L1 nation-state needs a core exchange and money market.
@astroport_fi is @terra_money premium dex. In 3 months, itโs become a top 3 dex in volume with support for $UNI + $CRV + $BAL type pool options.
Follow for on-going updates
OG post๐
https://twitter.com/0xCha0s/status/1470953080044888072
/ $BTC ๐ค $UST
One of the boldest and strategic moves of @terra_money is the $10b target for #bitcoin reserves
Recaps and thoughts on @stablekwon first interview post-announcement was not surprisingly high engagement. ๐
One of the boldest and strategic moves of @terra_money is the $10b target for #bitcoin reserves
Recaps and thoughts on @stablekwon first interview post-announcement was not surprisingly high engagement. ๐
https://twitter.com/0xCha0s/status/1505006732250124289
/ DeFi Governance
Governance participation is important. Itโs an active duty & will be a key narrative as we mature together as a community.
Highlighting an example of how activism works with effort and a @stablekwon push.
#LUNAtics mold your world vision. Votes are power
Governance participation is important. Itโs an active duty & will be a key narrative as we mature together as a community.
Highlighting an example of how activism works with effort and a @stablekwon push.
#LUNAtics mold your world vision. Votes are power
https://twitter.com/0xCha0s/status/1488161858129436675
/ โNationsโ vs โBusinessesโ
Web3 challenges existing mental models. Depending on a protocols approach and design, different eval frameworks should be applied.
L1โs are more like nation economies. Protocols like CVX might be better evaluating as a business.
I share ๐ญ here ๐
Web3 challenges existing mental models. Depending on a protocols approach and design, different eval frameworks should be applied.
L1โs are more like nation economies. Protocols like CVX might be better evaluating as a business.
I share ๐ญ here ๐
https://twitter.com/0xCha0s/status/1506741118775484423
/ $UST $FRAX
At this point you know my love of decentralized stables due to
๐น censorship resistance
๐น scalability
๐น efficiency
Love @terra_money and @fraxfinance.
Shared thoughts on a d2pool to challenge incumbent 3pool and rationale below ๐
At this point you know my love of decentralized stables due to
๐น censorship resistance
๐น scalability
๐น efficiency
Love @terra_money and @fraxfinance.
Shared thoughts on a d2pool to challenge incumbent 3pool and rationale below ๐
https://twitter.com/0xcha0s/status/1506444813838737408
โข โข โข
Missing some Tweet in this thread? You can try to
force a refresh
ใ
