0xChaos Profile picture
Apr 15 7 tweets 5 min read
An impressive roster of partners, a few thoughts on positioning, partners, and future governance.
/ pole position

Inclusion of TFL, Delphi, hashed, jump, Arrington show the biggest investors in @terra_money want to see governance work

Imo, it puts @retrogrademoney in pole position for #astrowars

When chatting with founding team, they are methodical & strategic 🧠
/ $btrfly @redactedcartel

In my discussions with @0xSami_ , he’s shown a knack for seeing where the hockey 🏒 is moving

🦋 🤝 🌖

We will see hidden hand on @terra_money, and redacted influence in investing & supporting terra projects grow.

This is bullish for $luna $ust
/ consortium

With @kinetic @ApolloDAO @mirror_protocol @staderlabs and @anchor_protocol ‘s @mcantieri investing, you can expect to see diff evolution

$cvx heavily bribed by stables derivatives. I expect @retrogrademoney to focus on educating volatile tkns as well for gtm
/ tokenomics and platform

We’ve already seen a novel twist with an autocompounding derivative. They aren’t just a $CVX fork.

I expect a diff & modular tokenomics approach to $CVX as they scale to new protocols.

A theme of @terra_money is adapting best practices from $eth
/ community

Inclusion of members in the @gtcapital_ and individual investor community means they are building deeper ties with #LUNAtics … it takes a village and that was one of the key reasons why $cvx $CRV has been successful, the grassroots

I’d expect more with $prism etc
/ personal thoughts

Long-term, gov on @terra_money will & must mature.

Gov🔑 to an economy of $50b+ TVL with $luna $ust $astro $anc etc will be a key mkt

I already voiced to team I will participate and support peg, and farm. I am interested to continue to grow with terra

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More from @0xCha0s

Apr 17
@railgun_project is a unique #prifi project that is about to launch v1 imminently.

It's token is $rail on $eth chain. The market is starting to take notice (we knew it would) and I'll go into why 🧵

🔹 overview
🔹 analysis
🔹 thesis
🔹 models
🔹 resources Image
/ overview

First, catch up on $rail

@brettpalatiello had a great overview while also covering @railgun_project progress through q1

/ analysis

There have been a few good analysis on @railgun_project

One of my favs is from @BowTiedNightOwl who covers fundamentals, pros/cons & potential

(he has a great substack too that's worth subscribing to)

Read 18 tweets
Apr 4
@fraxfinance @terra_money 4pool. Hot takes from each camp - curve wars over? dai dies? wen 4pool?

I have a unique pov as I'm the intersection of each camp - curve OG, #lunatic, #fraximalist

🔹 overview of 4pool
🔹 $crv wars season 2
🔹 $cvx math games
🔹 4pool endgame

🧵👇
/ overview of 4pool

First, 4pool motivation from @samkazemian, @fraxfinance founder

🔹 $crv vision - 'savings account for defi'
🔹 $cvx role - prof money manager for @CurveFinance
🔹 4pool role - postive sum, not zero sum ethos

/ why 4pool

But it doesn't go into why 4pool?

That is actually a multi-billion dollar question. I foreshadowed $ust $frax partnership and the math behind it.

tldr - 3crv is inefficient to scale because of dai & removing will level playing field.

Read 21 tweets
Apr 2
Getting a lot of q’s on what is the play? Quick 🧵

🔹 $LUNA bullish, $UST peg and demand 📈
🔹 $FXS bullish, $FRAX demand 📈
🔹 $BTRFLY bullish, $UST to farm $ASTRO
🔹 $CVX 👑 maker - ULTRA bullish because top DAOs mentioned have 5%, and not all $CRV votes.
In a $CRV war, you need weapons.
$CVX has always been the play for liquidity battlefront 👇
Market tends to agree.

$ASTRO $FXS $BTRFLY

$CVX will catch up soon
Read 4 tweets
Apr 1
An on-going list of 🧵 I’ve written on projects & narratives.

I didn’t expect followers so 🙏, figured I’d 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 👇
/ $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 it’s core product, it’s the perfect blend of GTM strategy, product, design, team, community, investors.

Original 🧵👇
/ $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. 💰

Latest post 👇
Read 9 tweets
Mar 29
$CVX Mega-🧵 and catalysts

🔹 overview
🔹 fundamentals
🔹 catalysts
🔹 community & tools
🔹 summary

I approach things from a product manager mentality because that is what I do, building VC-backed companies for a living.

Let’s dive in 👇
/1

Overview

I did a 90 min chat with @TaikiMaeda2 in early December, sharing with his community an overview of @ConvexFinance and my thoughts.

It assumes knowledge of $CRV so it’s more of a level 2 discussion.
/2

@ConvexFinance, abstractly, is a vertically integrated framework that makes veTKN models better

They do so with a 3 solutions or products

🔹 Boost utility for LPs
🔹 Liquid locking of veTKN
🔹 Incentive market for votes
Read 27 tweets
Mar 23
Interesting thought experiment. Would love to see a powerhouse partnership between @terra_money @fraxfinance

🧵 on below comment from @stablekwon 👇

$LUNA $UST
2/

@CurveFinance is a stable swap AMM and one of its core products is 3pool which is a combo of USDT USDC DAI since the early days
3/

@CurveFinance is not just cheap swaps, it’s critical function is as a “stability schelling point” serving as a peg stability manager of sorts as @samkazemian points out
Read 13 tweets

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