Thread by @0xGeeGee

1/45
So, @coinbase recently announced in their blog they're evaluating 50 assets for listing on their platforms.

The assets indicated in the blog post are very different one to another.

Here is a quick overview on each of them: i'll stick to 1 post/project

It'll be long thread

2/45
I'll take into consideration the coins by mcap, despite Coinbase saying they'll not consider that

I'm NOT CONSIDERING TOKENOMICS

I'll also have a particular regard to #NFTs, due to their recent interest with @Coinbase_NFT and their recent cooperation with @BoredApeYC $APE

3/45
For similar reasons, i'll not consider very much privacy coins, since, well... $XMR
I don't know extremely well the thought process concerning listing on @coinbase so i'm not confident that better products have better chances at listing, but we have to start somewhere

4/45
@aleph_im $ALEPH - Cloud Computing.
I had this prev.
They're building great things, with some of the best in the market.
Their attention to @solana @Polkadot ecosystems with @ProjectSerum @AlamedaResearch @Ubisoft partnerships/backing.
Keep an eye on @neonlabsorg partnership

5/45
@ChronotechNews $TIME - Job Market
I'm not a fan of freelance job markets on blockchain, i've seen too many fail.
Liquidity/volume look a bit thin on all markets = low profits for Cexes.
They seem to be ahead of past/current competition though and they're around since 2016.

6/45
@DEXToolsApp $DEXT - Charting & Tools
DeFi OGs.
Demand has been steadily decreasing since competition ramped up (namely @dexscreener esp.)
It's a respected brand and they increased the work pace extremely lately.

No other Cex listing, no much volume though.

7/45
@ElastosInfo $ELA - Full eco, own chain
Definitely one of the strongest competitors in the run.
Their DAO is legally registered @Cyber__Republic ,their mainchain has sidechain support, volume and liquidity is decent, and has other Cexes listings
They're also live since 2017.

8/45
@hoprnet $HOPR - Privacy solutions
They've been extremely active lately and they're also tagged as @BinanceLabs portfolio on @CoinMarketCap binance.com/en/blog/all/bi…
Still, it's a privacy coin = not sure of the potential of a Coinbase listing due to $XMR
Great liq, good volume

9/45
@indexcoop $INDEX - Crypto indexes
I like this, since i think @tokensets is a fundamental money lego for defi.
Many people are also building around it lately, doing great things (namely @galleondao and more)
@Gemini also recently listed this, which is a big yes for @coinbase

10/45
@LockTripLOC $LOC - Travel
Looks like a @travalacom $AVA competitor, but with aggregation.
Will personally try it.
Looks regulated but i'd expect $AVA listing first.
Orderbook looks a bit too thin for a major Cex listing.

11/45
@MathWallet $MATH - Wallet
Crypto OGs.
Math Wallet has support for a really wide range of chains.
They're on the fence of crypto innovation, at all times.
Liquidity and volume look decent, but not major.
I'm not sure i see a wallet coin listing, depends on how many listings

12/45
@The_OpenDAO $SOS - NFT DAO
One of the (in)famous @opensea airdrops.
Major cexes support & good volume.
The DAO is active and shipping.
@SOSmarket_io options market.
@721starter is a raffle for early access to new blue chip #NFTs
There are a lot of checked boxes.
Who knows?

13/45
@parsiq_net $PRQ - IF/THEN onchain
What Parsiq is building is the reason why i was bullish on @gelatonetwork adoption.
I think there is a huge market gap in this regard and the usecases are potentially unlimited if the industry thrive.
Good volume, good cexes support.

14/45
@SelfKey $KEY - Digital identity
This is another sector which will undoubtedly have dozens of usecases and applications if successful: wallets, kyc, metaverse, storage.
On the top of them, the current onboarding process for newcomers is hard and can be simplified.

15/45
@StaFi_Protocol $FIS - Crosschain Derivatives
i'm big in this specific sector, with @GainsNetwork_io and @GMX_IO.
I can't help myself, i've to root for $FIS to bring the dexes flag onwards.
Here, once again, the market vacuum is huge.
Might be complex from a regulatory pov

16/45
@StrikeFinance $STRK - Decentralized Market Maker
Your usual @AaveAave $AAVE competitor, with the usual @VenusProtocol UI.
Looks like a good and solid product, but nothing hits me in a particular way.

17/45
@AmpleforthOrg $AMPL - "Unit of account"
I really don't like rebasing tokens, algo coins and this triggers me just too much:
"AMPL is like Bitcoin except it can be used in contracts"
Ampleforths are rebasing OGs and have a good track record though.
Cexes and liquidity ✅

18/45
@BitDAO_Official $BIT - VC DAO
Over 1b$ mcap and lots of liquidity.
They're basically a huge (maybe the biggest?) dao investing in DeFi protocols
Recently there has been a x PleaserDAO proposal (big news, @Tetranode).
@Bybit_Official is funding it: docs.bitdao.io/partners/bybit…

19/45
@Coin98Ventures $C98 - Wallet
Similar reasoning to post n 11 about $MATH.
$C98 is way newer but nonetheless has shipped incredibly fast in the last 12 months, with @BinanceLabs support:

binance.com/en/blog/ecosys…

I'm using Coin98 as $SOL wallet
Adding custom networks is cool

20/45
Now let's dive into mid and small caps (< 20m$ market cap).
What follows (and preceeds) should absolutely not be taken as financial advice.
Be careful because all of the following pumped a lot since the @coinbase blog post came out.

I'll just go from A to Z.

21/45
@ArcBlock_io $ABT - Facilitating blockchain solutions
ICO-18 coin, making building on blockchain easier for developers will certainly be one of the key challenges for global adoption.
@solana @bitfalls @dmcd_nz are following it and it's enough to make it interesting for me.

22/45
@BiFi_lending $BIFI - One stop DeFi solution
Lending, borrowing, yield farming and optimizing, own wallet, all on multiple chains.

23/45
@BottoDAO $BOTTO - AI generated artistic NFTs
I simply love $BOTTO.
An ever training AI is generating artistic NFTs, the DAO members vote on the various samples to decide which one to mint and list on @opensea and share the profits.
With all the talks about #DALLE...

24/45
@DappRadar $RADAR - Defi analytics and insights
Everybody who has been in DeFi, know about DappRadar.
$RADAR is another famous 2021 airdrop (thank you @DappRadar !)

25/45
@DFXFinance $DFX - DeFi Forex Market
Yet another market vacuum (ei @GainsNetwork_io @Jarvis_Network ♥️).
I've recently been farming on DFX and i'm satisfied with the experience.
I think there are chances of doing great things in this market for global adoption.

26/45
@TheDopeWars $PAPER - p2e on optimism
Followed by @AlgodTrading, $PAPER is betting heavy on DAO-led governance for their game and an appealing UI (the website is sick, take a look at it).
As most p2e games, they're including DeFi yield farming elements in their game.

27/45
@1HiveOrg @Honeyswap $HNY
Brought by the exceptional people at @1HiveOrg.
Between the features, they're offering a framework for a new kind of DAOs (Gardens) a subjective oracle for dispute resolution (Celeste) and your usual AMM on @gnosischain $GNO

28/45
@JUP_Project $JUP - own blockchain
It made the news the last year during the defi spring reaching an incredible support on CT... kinda like back in 2018
I had this and tbh i thought they could have made much better on comms and shipping, but people say it has improved a lot

29/45
@KromatikaFi $KROM - "Nextgen" DEX
Kromatika is running on Mainnet and the main L2s (arbitrum optimism, polygon). Their limit orderbook based on the top of @Uniswap, allowing to avoid frontrunning and slippage
Launched after last $BTC ath - big plus for me, might not for CB

30/45
@morpheuslabs_io $MITX - Blockchain development toolbox
What i've told in post no. 21 can be applied here too.
Another ICO-18 project which recently regained a bit of traction.

31/45
@mstable_ $MTA - Stablecoins
Stablecoins chit-chat is all over the place rn.
$MTA is the governance token for the platform.
Apart from their synthetic stablecoin ($MUSD), Mstable is hosting @CurveFinance - like pools with yield rewards.
Basically Curve competitor + lending

32/45
@NiftyMuseum $MUSE - DAO-held NFT gallery
I've always liked what Nifty has been building, because i love the core concept for a similar reason why i love @FloorDAO $FLOOR (ei guys, wen collab?).
$MUSE is the governance token for the DAO held and curated NFT gallery.

33/45
@BruceYang_NEST $NEST - Decentralized Oracle
Oracle szn has been over for a while, but there is still room in the actual market which is currently basically an oligopoly between @chainlink @BandProtocol @API3DAO and a few more.
Competition in this sector is very hard.

34/45
@Opacity_Storage $OPCT - Privacy file sharing
See the above regarding privacy coins.
It surely has a much looked for use case, but regulations are hard on this side.
The project is interesting, but hard to see a Coinbase listing.
Is there any aggregator integration planned?

35/45
@PolkaFoundry $PKF - One stop dapp Factory
Same considerations of 21 and 30.
Simplifying the building process is absolutely needed.
Not aware of competitors on $DOT @Polkadot ecosystem.

36/45
@Polkamonorg $PMON - NFT

Well, just this:

https://twitter.com/zachxbt/status/1427760614290563076

37/45
@DeployOnStackOS $STACK - Decentralized cloud + dapp factory
StackOS helps deploying applications with two clicks and offer decentralized clouding solutions.
I've had the chance to talk with people from the team a couple times and they're good lads.
This market is crowding.

38/45
@studentcoinorg $STC - one stop solution
It includes: token creation, wallet, staking, governance, learn2earn, exchange

@ApricotFinance $APT - Lending protocol on Solana
Nice and tidy lending protocol on Solana.
Currently offering the best $UST borrow ratio on @solana

39/45
@SwftCoin $SWFTC - Crosschain bridge/swap
There is a desperate need for efficient crosschain bridging/swapping, but the market is also becoming increasingly crowded (i.e. @RangoExchange).
I didn't know about this one before, it looks to be offering a good number of chains.

40/45
@sylo $SYLO - Decentralized comms
Looks like a @meta_fabric $FABRIC competitor i didn't know about until now
Decentralized communications is a field which hasn't seen clear dominance from one protocol in particular but things seems to be moving fast:
decrypt.co/91226/ethersca…

41/45
@TE_FOOD $TONE - food traceability
Traceability has been one of the most touted usecases for blockchain since 2017, with @vechainofficial clearly taking the lead.
Many protocols working on that abandoned their projects in the last years, hence competition decreased a lot.

42/45
@unmarshal $MARSH - Multichain bigdata infra
Unmarshal is one of the first projects i've researched the last year on #BSC
With an ever growing number of chains and bridges available, there will surely be demand for services like the ones provided by Unmarshal.

43/45
@Stepnofficial $GST - Move 2 Earn
GST is one of the two tokens for the Step'n protocol, which has been all over in the news in the last 2 weeks.
$GST is the reward token.
I can see the potential interest in capturing the huge volumes which will certainly come with adoption.

44/45
@Media_FDN $MEDIA - Decentralized news contents
It's not something many are working on, although there is a desperate need for some non-manipulated aggregation in the market, especially since the number of chains and protocols is growing esponentially.
(Thanks @dennis_qian)

45/45
@BitspawnGG $SPWN - GameFi and NFT
with utility NFTs

@RealyOfficial $REAL - AAA Metaverse on Solana
Realy is proposing a particular proposition: Live to Earn.
The Realy metaverse is developed in Unreal Engine and its theme is street culture with fashion brands and graffiti

BONUS/45
Well, since @coinbase takes no listing fees and only does objective listings, wen $RMRK @RmrkApp listing?