1/ Quarterly Business Reviews, 'QBRs', we’re huge in my old life
Evaluating current vs. future state of biz health, growth opps. & strategy evals.
With the close of Q1 2022, I see a new paradigm developing on $FTM & w/ its bluechip DeFi protocols...
The $FTM 'V2' Future 🧵
Evaluating current vs. future state of biz health, growth opps. & strategy evals.
With the close of Q1 2022, I see a new paradigm developing on $FTM & w/ its bluechip DeFi protocols...
The $FTM 'V2' Future 🧵
2/ 2021 was a coming out party for $FTM
@FantomFDN showcased their leadership & gained our trust
@FTMAlerts hit 100K+ followers via ecosystem education & community (YOU!)
And our DeFi bluechips established their identities…$FTM TVL grew to 8.4BB, 5th largest chain overall
@FantomFDN showcased their leadership & gained our trust
@FTMAlerts hit 100K+ followers via ecosystem education & community (YOU!)
And our DeFi bluechips established their identities…$FTM TVL grew to 8.4BB, 5th largest chain overall
3/ With excitement, our QBR will focus on the $FTM 'V2' narrative…
Much like the maturation of DeFi Summer to DeFi 2.0...there are signs & signals all over, that we are headed towards the next wave of maturity on $FTM
The breadcrumbs are everywhere, truly too many to showcase!
Much like the maturation of DeFi Summer to DeFi 2.0...there are signs & signals all over, that we are headed towards the next wave of maturity on $FTM
The breadcrumbs are everywhere, truly too many to showcase!
4/ Successful leadership starts AT THE TOP, think Apple/Tesla/Amazon. So, we begin at the top…
@FantomFDN showed us the #Fantom vision 2022 & beyond…build better, faster, more efficient.
Starting w/ Snapsync release: fast syncing in a fraction of the time of a full node...
@FantomFDN showed us the #Fantom vision 2022 & beyond…build better, faster, more efficient.
Starting w/ Snapsync release: fast syncing in a fraction of the time of a full node...
5/ Notably, it's only the BEGINNING of larger innovations planned for #Fantom
LevelDb => PebbleDB on RPC nodes. So far reducing I/Os by ~90% during testing
Flat storage: working on a variation to significantly improve the execution of smart contracts
fantom.foundation/blog/upcoming-…
LevelDb => PebbleDB on RPC nodes. So far reducing I/Os by ~90% during testing
Flat storage: working on a variation to significantly improve the execution of smart contracts
fantom.foundation/blog/upcoming-…
6/ Further, I LOVE the CLEAR FOCUS on hiring/building the most talented core team of all L1's. Team talent dictates your company's success ALWAYS!
Ex. Adding Prof. Scholz as CRO. Bringing world leading expertise on EVMs...
Watch FVM evolution, my guy says game changing stuff!
Ex. Adding Prof. Scholz as CRO. Bringing world leading expertise on EVMs...
Watch FVM evolution, my guy says game changing stuff!
7/ Lastly, we see new focus on grant inclusion for projects beyond DeFi
Fudders knock $FTM for being DeFi 1st...I see that as a strategic advantage. I'll explain why next...
But, it's great to see #NFT & #GameFi projects get incentive to build on $FTM
fantom.foundation/blog/new-335m-…
Fudders knock $FTM for being DeFi 1st...I see that as a strategic advantage. I'll explain why next...
But, it's great to see #NFT & #GameFi projects get incentive to build on $FTM
fantom.foundation/blog/new-335m-…
8/ Fudders like to point out $FTM is too DeFi heavy.
This happened organically. Now in hindsight, this was the best possible outcome.
Why?
Thanks to our thriving DeFi eco, $ETH giants want to be here. Read why @AlchemixFi chose $FTM...is this not a competitive advantage?
This happened organically. Now in hindsight, this was the best possible outcome.
Why?
Thanks to our thriving DeFi eco, $ETH giants want to be here. Read why @AlchemixFi chose $FTM...is this not a competitive advantage?
9/ Oh, by the way, our DeFi eco brings new users in masses
Since Jan 1, 2022 $FTM has seen 1,000,000+ new wallets. 78 days into the year🚀
In all 2021, $FTM added 1,479,345 new wallets. In 78 days of 2022, we're 67% of the way to matching all 2021 growth
Ask our competition...
Since Jan 1, 2022 $FTM has seen 1,000,000+ new wallets. 78 days into the year🚀
In all 2021, $FTM added 1,479,345 new wallets. In 78 days of 2022, we're 67% of the way to matching all 2021 growth
Ask our competition...
10/ Putting a cap on this section. DeFi has paved the way for world wide relevancy! The new grant program opens the door for diversification…
Legit gaming is coming to $FTM:
@penguinkarts @TankWarsZone
Metaverses are here:
@8bit_metaverse @pod_town
This is the beginning...
Legit gaming is coming to $FTM:
@penguinkarts @TankWarsZone
Metaverses are here:
@8bit_metaverse @pod_town
This is the beginning...
11/ Now shifting gears, we see the evolution of $FTM blue chips…
In the $FTM blue chip top 10...all of these protocols have a 'V2' coming. Some have leaked more details than others...
@Spirit_Swap
@Screamdotsh
@SpookySwap
@LiquidDriver
@beethoven_x
@tombfinance
In the $FTM blue chip top 10...all of these protocols have a 'V2' coming. Some have leaked more details than others...
@Spirit_Swap
@Screamdotsh
@SpookySwap
@LiquidDriver
@beethoven_x
@tombfinance
12/ Starting with @Spirit_Swap V2, yes, it's been much anticipated!
But, I think people need to look at the gravity of the overhaul. It's serious. Taking time to do it right is VITAL
@Deg3ntrades, who @NickDrakon affectionately coined "the $SPIRIT leakoooorrrr" released this:
But, I think people need to look at the gravity of the overhaul. It's serious. Taking time to do it right is VITAL
@Deg3ntrades, who @NickDrakon affectionately coined "the $SPIRIT leakoooorrrr" released this:
13/ @Screamdotsh just rolled out of SCREAM Ve2 + buy-backs. Revamped tokenomics!
With this still to come:
a. full on-chain governance and transition into a DAO;
b. major UX/UI upgrades;
c. isolated lending markets;
d. leveraged functionality;
e. deeper third party integrations
With this still to come:
a. full on-chain governance and transition into a DAO;
b. major UX/UI upgrades;
c. isolated lending markets;
d. leveraged functionality;
e. deeper third party integrations
14/ @SpookySwap has been a bit tighter lipped on 'V2'...but it's coming!
We know:
- They are going multi-chain, the first $FTM DEX to do this, significance cannot be overstated...
- Farm testing is in the process which will enable dual and even triple rewards for LPs!
We know:
- They are going multi-chain, the first $FTM DEX to do this, significance cannot be overstated...
- Farm testing is in the process which will enable dual and even triple rewards for LPs!
15/ Good luck keeping up with everything @LiquidDriver ships...they are past V2 onto 'V3' 🤯
Highlights include:
- xLQDR, Financial NFTs in partnership w/ @RevestFinance
- cLQDR — the first wrapped xLQDR in partnership with @GrowthDefi
@Dr_Liquid_ has their vision real TIGHT!
Highlights include:
- xLQDR, Financial NFTs in partnership w/ @RevestFinance
- cLQDR — the first wrapped xLQDR in partnership with @GrowthDefi
@Dr_Liquid_ has their vision real TIGHT!
16/ @beethoven_x takes a slightly less flashy approach to 'V2'. Pumping out insane innovation quietly!
Don't underestimate Boosted Pools, their future impact on liquidity provision, APR sustainability, & capital efficiency.
This is a TVL vacuum folks!
link.medium.com/Dv510vPAUob
Don't underestimate Boosted Pools, their future impact on liquidity provision, APR sustainability, & capital efficiency.
This is a TVL vacuum folks!
link.medium.com/Dv510vPAUob
17/ @tombfinance semi V2:
Recently released TombSwap that will increase liquidity & provide additional / enhanced yield farming opportunities for #Fantom
All the while, @Felix_Exchange looms in the background
Bringing $FTM bluechips to a centralized exchange...a great thing!
Recently released TombSwap that will increase liquidity & provide additional / enhanced yield farming opportunities for #Fantom
All the while, @Felix_Exchange looms in the background
Bringing $FTM bluechips to a centralized exchange...a great thing!
18/ What’s clear in this $FTM V2 narrative?
$FTM has the best devs of any Layer 1 blockchain. Period.
Don’t @ me…
All of these blue chips have a plan for maturity, a roadmap for ‘V2’ & are accelerating progress via innovation...an advantage $ADA could surely use 😁
$FTM has the best devs of any Layer 1 blockchain. Period.
Don’t @ me…
All of these blue chips have a plan for maturity, a roadmap for ‘V2’ & are accelerating progress via innovation...an advantage $ADA could surely use 😁
19/ Interestingly, even in a crowded DeFi space, we see new protocols being built with legit potential
2022 has brought us the launch of both:
$OATH from @ByteMasons
$DEUS / $DEI from @DeusDao
Both have huge potential & I'm particularly excited to see $OATH blossom this year
2022 has brought us the launch of both:
$OATH from @ByteMasons
$DEUS / $DEI from @DeusDao
Both have huge potential & I'm particularly excited to see $OATH blossom this year
20/ The Price Action of $DEUS token proves 40x's are still possible, even in mature DeFi eco's like $FTM
Further, their $DEUS token / $DEI stable gives me $LUNA / $UST mint, burn vibes...
Hard to imagine a project that launched in Jan could have a V2, but, this is $FTM!
Further, their $DEUS token / $DEI stable gives me $LUNA / $UST mint, burn vibes...
Hard to imagine a project that launched in Jan could have a V2, but, this is $FTM!
21/ I don't want to travel too far down the @solidlyexchange rabbit hole...
Yes, it's future is unclear, we get it!
But, @DeusDao seems be shaping their 'V2' future around making it great again...I'd say this is something to watch evolve long term
Yes, it's future is unclear, we get it!
But, @DeusDao seems be shaping their 'V2' future around making it great again...I'd say this is something to watch evolve long term
22/ This $FTM V2 evolution is also bringing new primitives to the space, like 'Liquid Staking'
@stader_ftm are on a mission to decentralize PoS networks through staking middleware infrastructure
It should bring much needed decentralization to $FTM
link.medium.com/ddpwp8yCUob
@stader_ftm are on a mission to decentralize PoS networks through staking middleware infrastructure
It should bring much needed decentralization to $FTM
link.medium.com/ddpwp8yCUob
23/ Also on $FTM decentralization
In an effort to lower requirements to run a validator node @FantomFDN stated the new total vote needed to pass will be 66%. GOOD change ✅
$FTM needs this & our community needs to hold validators/delegators accountable ensuring they vote!
In an effort to lower requirements to run a validator node @FantomFDN stated the new total vote needed to pass will be 66%. GOOD change ✅
$FTM needs this & our community needs to hold validators/delegators accountable ensuring they vote!
24/ Summarizing our $FTM ‘V2’ QBR narrative:
- This blockchain is in a state of massive evolution
- Strong leadership & clear direction win
- Protocols are iterating with extreme advancements
- $FTM 'V2' will fuel the engine / future growth
Be patient & enjoy the god dang ride!
- This blockchain is in a state of massive evolution
- Strong leadership & clear direction win
- Protocols are iterating with extreme advancements
- $FTM 'V2' will fuel the engine / future growth
Be patient & enjoy the god dang ride!
25/ I’m honored to be on of this journey with you all!
Success is not overnight, thats a meme folks...Study the fundamentals and make informed decisions!
One day, we will strut it out together $FTM fam…
$FTM ‘V2’ is on!
Success is not overnight, thats a meme folks...Study the fundamentals and make informed decisions!
One day, we will strut it out together $FTM fam…
$FTM ‘V2’ is on!
26. Ps. there is a ton more stuff I couldn’t even cover because, well, I’m not a robot & $FTM has an insane amount going on concurrently…
I’d recommend you follow @ChadMcchief and read his weekly round up's. They are packed with awesome weekly info!
I’d recommend you follow @ChadMcchief and read his weekly round up's. They are packed with awesome weekly info!
https://twitter.com/ChadMcchief/status/1510131699547582464
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