Dougie DeLuca Profile picture
Apr 4 8 tweets 4 min read
1 - As I prepare my portfolio for what I believe to be the next leg up for the #cryptocurrency market, I want to detail my concentrations & strategy. Below's an overview of my allocations + how I'm positioning myself to capture the most significant market opportunities that exist
2 - Position: $LUNA

With the continued strength of $UST as well as its promise to expand further with @CurveFinance's 4Pool, LUNA's tokenomics remain solid. This combined with the increased demand from the $BTC purchasing makes LUNA a strong play for the foreseeable future
3 - Position: $FTM

IMO, Fantom offers the best DeFi experience in #Web3 today. Between the yield opportunities available + the emergence of strong ecosystem assets, FTM looks oversold. With the network upgrades on the roadmap also, there's no shortage of reasons to be bullish
3 - Position: $SCRT / $SHD

Privacy's a requirement for #Web3 adoption. With that in mind, exposure to the top privacy solution(s) is a must. SCRT's the only L1 w/ private smart contracts & SHD is the DeFi hub poised to derive the most value from this ever-growing opportunity
4 - Position: $RUNE

I personally try to avoid CEXs entirely. Due to this, investing in what I believe to be their disruptor is necessary. A decentralized way to swap native assets is, and will be, very important. RUNE, esp w/ its tokenomics, is best situated to capitalize here
5 - Position: $AVAX

Though slightly symmetrical to $FTM, the opportunity for AVAX's real. This team is proven and I believe well suited to attract institutional & corporate adoption. Coupled with the so far successful subnets' release, there's a lot of value for AVAX to capture
5 - Position: @cosmosibc

Mutli-chain is the best path forward and today, Cosmos's #IBC the leader in this. I heavily use $OSMO, remain invested in $JUNO, & ofc have an $ATOM position. With shared security and other major upgrades on the roadmap, 2022 is the year for #IBCGang
7 - Position: $STARS (honorable mention)

Though not a core position, STARS can play an important role in shaping #IBC's future. NFTs are very important for user/dev acquisition and @StargazeZone can lead this for Cosmos. Esp with how oversold it appears, I like STARS a lot rn

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More from @DelucaDougie

Apr 4
1 - @AndromedaProt is an ambitious, early-stage protocol intent on building the "Wordpress of blockchain applications." A @cosmos / #IBC project, Andromeda seeks to eliminate many of the barriers currently impacting #Web3's rate of adoption. My thread🧵on Andromeda starts here 👇
2 - Whether you’re a user, developer, or anything in between, you’ve likely been impacted by at least one of Web 3’s problems today. As businesses and other large scale entities explore Web 3 adoption, the existence of many of these issues make integrating difficult to justify Image
3 - Identifying these barriers which continue to stunt migration to Web 3, Andromeda seeks to provide an interface to enable users to easily and effectively design smart contracts & systems without code. By doing so, they can solve many problems the space's struggling with Image
Read 23 tweets
Mar 7
1 - Next up in my series of #IBC deep dives is @agoric. A JavaScript-native smart contract platform, Agoric has many key deployments on its roadmap for 2022. Poised to capture yet another strategic market segment for @cosmos, there is much to learn here. Welcome to my thread 🧵👇
2 - Presenting themselves as “a PoS chain utilizing secure JavaScript smart contracts to rapidly build & deploy DeFi," Agoric, through their Hardened Javascript, makes blockchain programming accessible to the 10+ million JavaScript devs globally. That's a huge addressable market
3 - To capitalize upon the opportunity, Agoric's led by a robust team. Headed by Chief Scientist @marksammiller, CEO @DeanTribble, & COO @mikejab, there's no shortage of experience & expertise among this group. They're also supported by industry-leading backers like @polychaincap
Read 25 tweets
Feb 21
1 - @StargazeZone the #IBC connected interchain NFT marketplace takes a robust approach in bringing the #NFT space, which has grown by 25,000% in the last year, to @cosmos. Aiming to solve the issues currently surrounding NFT marketplaces, my thread🧵on $STARS starts here👇
2 - Utilizing the Cosmos SDK, @StargazeZone intends to create a dedicated zone for NFTs that doesn't suffer from scalability issues while also being more secure, decentralized, transparent and flexible than existing marketplaces built on $ETH, $SOL, and other competing chains.
3 - @publicawesome_, the core dev team behind Stargaze, is led by @shan3v, @JakeHartnell, & @jhernandezb_. All three are heavily involved w/ @cosmos, however, prior to Stargaze, Shane built several top apps in the App Store and Jake has been involved w/ @JunoNetwork & @DA0_DA0
Read 30 tweets
Feb 7
1 - @EvmosOrg, the long awaited EVM Hub of @cosmos, brings full EVM-compatibility to Cosmos. Built on Cosmos’s IBC, Tharsis’s Evmos has the potential to take an already robust multi-chain ecosystem to the next level. My thread on everything you need to know about $EVMOS 🧵
2 - In 2016, Evmos originated as Ethermint which aimed to bring the scalability of Tendermint’s consensus protocol to $ETH, or EVM-based applications. Over time as ETH scaling solutions like $MATIC emerged, the original Ethermint chain’s value proposition was no longer unique
3 - Pivoting to position the project in a cutting edge space, Evmos now aims to deliver multiple highly secure, fast finality, EVM-based chains that provide interoperability & greater composability for smart contracts in the Interchain. The need has even been addressed by Vitalic
Read 29 tweets
Jan 21
1 - Since becoming a $LUNA & $SCRT investor, user, & community member, I've become a @cosmos & IBC advocate. Naturally, my next step’s to explore more IBC connected chains & learn all I can about this hub. That is what brought me to @JunoNetwork, a thread🧵on what I've learned
@cosmos @JunoNetwork 2 - Junø is “an open source platform for interoperable smart contracts which automatically executes, controls or documents a procedure of relevant events and actions according to the terms of such contract or agreement to be valid & usable across multiple sovereign networks.”
@cosmos @JunoNetwork 3 - In short, Junø allows smart contracts to be efficiently & securely launched in a decentralized, permissionless & censorship resistant way. It enables smart contracts native to Junø to interact with any IBC chain continuing to push forward bringing $ATOM's L0 promise
Read 22 tweets
Jan 3
1 - Recently I published a thread on @SecretNetwork - $SCRT & its bubbling ecosystem:

Before reading this thread on @Shade_Protocol - $SHD, I’d highly recommend familiarizing with SCRT as understanding this content is highly dependent upon that
@SecretNetwork @Shade_Protocol 2 - Shade Protocol is a stablecoin centric protocol native to SCRT. $SILK, $SDE’s counterpart, an algorithmic stablecoin, is privacy-preserving and inspired by $UST’s design with some variation. SDE, comparable to $LUNA, is the treasury, utility, arbitrage, and governance token.
@SecretNetwork @Shade_Protocol 3 - Though pre-launch, Shade has a robust roadmap which includes the SILK stablecoin, a native arbitrage mechanism, synthetics, a reserve, a leverage product, & liquidity provisions across the SCRT eco. Make sure to keep up to date via their socials & discord
Read 21 tweets

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