Emperor Osmo 🐂 🎯 Profile picture
Oct 11, 2022 26 tweets 14 min read Read on X
1/25 The truth is Fortunes are created in the Bear markets not the Bull markets.

Most crypto influencers rely on a "buy the dip" mentality, this is NOT a sustainable approach.

Here's my practical guide to surviving the bear and growing your #Cosmos bag. 🧵👇
2/25 The majority of people who made LIFE changing gains in 2021 did so because...

THEY accumulated during the 2018-2020 bear market.

I'll cover:

👉How to construct a Cosmos portfolio
👉Leveraging Cosmos Defi to set yourself for success
👉Accumulation Strategies
👉Resources
3/25 Bear Markets are simply about survival and compounding.

As tempting as it may be...forget about speculating and focus on surviving.

An example of a Low Risk Portfolio:

✔40% $USDC/ $DAI/ $USDT
✔25% $ATOM
✔25% $OSMO
✔5% $JUNO
✔5% $EVMOS
4/25 Meanwhile a High Risk Portfolio

✔25% $USDC/ $DAI/ $USDT
✔25% $ATOM
✔23% $OSMO
✔5% $AKT
✔7% $SCRT
✔5% $STARS
✔5% $JUNO
✔5% $EVMOS
5/25 The projects listed above are what you would consider "Blue" chips in the #Cosmos Ecosystem.

The focus here is to maintain exposure while holding sufficient "dry powder" to deploy throughout the cycle.

While maintaining allocations on % to help MITIGATE risk.
6/25 But how will you define your risk tolerance?

👉Goals
👉Exposure levels
👉Conviction

However you choose to allocate your holdings, the main point is to hold a high stable coin position, at ALL times.
7/25 The majority of profits earned during our strategy will be focused on replenishing stable coins.

Let's start by leveraging the many resources #Cosmos offers us to earn significant yield and how we can use this to our advantage.
8/25 1️⃣ YOU MUST TAKE PROFIT during pumps.

I know it's hard to do but follow this rule...

👉If your investment doubles, take the principal out and let the rest ride "risk free"
9/25 2️⃣ Yield Farming

Yield farming in the Cosmos is fairly new, hence why it offers such amazing yields.

@osmosiszone offers some of the highest yields in the Cosmos w/ the highest swap fees.

$USDC/ $OSMO = 79%
$EVMO/ $OSMO = 72%
10/25 Venturing into @JunoNetwork...Juno Swap

$JUNO/ $seJUNO yields 146% 🤯

This is liquid staking derivative from @StakeEasy
11/25 @CrescentHub even offers a very juicy return on a stable coin liquidity pool.

15% on $USDC is a pretty good deal 🔥

These are amazing opportunities many are overlooking currently.
12/25 3️⃣ Airdrop Hunting

We are truly lucky to be part of the Cosmos ecosystem. As #airdrops are a big part of how projects get the community involved.

Having #Cosmos Blue Chips will qualify you for most airdrops in the Cosmos.

👉 $ATOM
👉 $OSMO
👉 $JUNO
👉 $EVMOS
13/25 Here's a list of airdrops coming to the Cosmos.

$STRD
$QCK
$FLIX
$SEI
$GNOT
$JUCE
$PASG
$GEO
$EMO
$TORI

And many so many more... but how do you keep track of it all?

Here's my go to accounts I follow to do so.
14/25 @Airdrops_one is by far the most complete and thorough Cosmos Airdrops account.

Provides up to date content with:

👉Requirements
👉Snapshot Dates
👉Claim Dates
👉Details

A must follow to help you grow your #Cosmos bag
15/25 4️⃣ Compound

The #Cosmos is a fairly young ecosystem, with a focus on bootstrapping liquidity by offering "normal" yields.

$ATOM 20%
$JUNO 81%
$OSMO 23%
$EVMOS 187%
$STARS 47%

A great opportunity for the patient investor.
16/25 There are services like @yieldmos

Which make this process easy on you...automating the compounding experience.

Yieldmos enables you to boost yields by auto compounding your rewards 💰
17/25 As an example...

Here's how impactful compounding can be in an investment over a long time frame.

I come from a traditional investment background and dividend stocks make a huge portion of my investment portfolio 💰
18/25 5️⃣ Invest in "Real Yield" Projects!

@TeamKujira is the perfect example as the $KUJI token's yield is proportionally impacted by adoption and growth of the ecosystem.

$KUJI Stakers earn:

$USDC
$KUJI
$STARS
$OSMO
$EVMOS
$CMDX
$LOOP
$LUNA
$JUNO
$SCRT

And soon $BTC
19/25 6️⃣ Learn to stay ahead of the narratives as they tend to drive the price when the markets eventually return!

Position yourself accordingly...

$ATOM 2.0
#Interchain Insecurity
#MeshSecurity
Liquid Staking Solutions ( @quicksilverzone, @stride_zone )
20/25 7️⃣ Resources are key to staying ahead of the trend and doing your own research!

Here's what I use:

@DefiLlama

Track:

👉Protocols
👉Farms
👉Chains
👉TVL
21/25 Another great tool is Gokustats - @Artemis__xyz

This Dashboard is really useful for checking on chain data for not just the #Cosmos but also other ecosystems.

You can compare:

✔Dev Commits
✔Active Addresses
✔TVL Growth
✔Daily Transaction Growth
22/25 Last we have @tokenterminal which provides in depth data analytics.

You can compare various Cosmos projects alongside other ecosystems to see how they stack up

Check out the $ATOM Chart:

👉 Fees 💰
👉 Marketcap

There's many more metrics you can use and compare.
23/25 8️⃣ Follow Individuals who provide VALUE to the Cosmos

@Thyborg_
@Cryptopital
@CryptoChem0000
@L1am_Crypto
@Rarma_
@KevinGarrison
@Curious__J
@CCosmonaut_
@gadikian
24/25 I leave you with this quote

"For those properly prepared, Bear Markets is not just a calamity but an opportunity"

1. Create a plan
2. Be consistent
3. Stay Patient
25/25 Thank you for reading!

I hope you've found this thread helpful:

Follow me @Flowslikeosmo for more.

Retweet the first tweet below 👇
If you enjoyed this thread and found it to be informative.

Give me a follow @Flowslikeosmo as I explore the Cosmos.

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More from @Flowslikeosmo

Sep 22
Token2049 Singapore was buzzing this year.

Signaling the direction the industry is moving towards over the coming months and years.

Five themes took up the bulk of the mindshare.

You need to be paying attention to these trends 🧵⬇️ Image
Token2049 is over; with hundreds of side events plus the main event happening simultaneously, filtering what matters can be daunting.

I attended many events this year, and 5 themes continued to make their appearance throughout.

Here's a brief summary of what you need to know for the remainder of the bull cycle and beyond,
Restaking: Holders simply want yield.

The Restaking 2049 event at Token shed some light on where the Restaking narrative is headed.

Interestingly, this is growing beyond EigenLayer's dominance and quickly evolving into a $ BTC-driven narrative.

Recent developments in this space include:

1. @Bedrock_DeFi, with the launch of their uniBTC campaign, they now have over $170M in TVL.

2. @ether_fi is leveraging eBTC, which has now climbed to $98M TVL and can be staked to earn points across seven different ecosystems.

3. @pendle_fi: Serving as the hub for Restaked $BTC via Lombard, Etherfi and Bedrock.Image
Read 11 tweets
Sep 14
Data is great, but most don't know how to use it to profit.

@tokenterminal Discover Page just launched.

Making data-driven analysis easy and profitable.

Here are 5 key insights I discovered using this new feature and how you can use it to profit while the market is down.

🧵⬇️ Image
Token Terminal is a crypto data analytics platform focused on analytics using fundamental metrics.

This allows you to value protocols and applications using metrics such as:

➜ TVL
➜ Daily Active Users
➜ Price to Sales
➜ Price to Fees
➜ Volume
➜ Revenue per user Image
Discovery takes this to a new level by allowing me to cross-compare across protocols, metrics, and tokens.

Here's what I've discovered and my thought process for creating an investment framework with this tool.
Read 11 tweets
Jun 29
Grayscale Research's Q3, 2024 Insight Report just dropped!

They've selected 20 tokens poised to shine next quarter, backed by catalysts and market trends.

Let's dive into their strategic picks. 🧵⬇️ Image
Funded in 2013, Grayscale is a behemoth in the space with over $50 billion in assets under management and responsible for some of crypto's largest funds.

These include GBTC,ETHE and the most recent GSOL Image
Their most recent report dove into market dynamics, narratives, catalysts and fundamentals for Q3.

Each token was categorized as follows:

- ETF
- Macro
- ETH Ecosystem
- AI
- Idiosyncratic

Here's their overview and why they selected each of these tokens. 👇
Read 15 tweets
Mar 10
The $JUP airdrop minted millionaires this cycle.

There is a new airdrop focused on the highly sought after GPUs and AI sector on Solana.

They just raised over $30M to build the largest AI computing cloud.

Let's dig into this gem. 🧵⬇️ Image
We've all seen $NVDA +223% meteoric rise this past year, due to the continued demand for GPUs.

This rise has been attributed to continued advancement in AI platforms like SORA, and ChatGPT.

Demand will continue to rise and with that the need for computing networks. Image
1️⃣ Meet @ionet_official

ionet is a decentralized computing network that allows engineers to access distributed Cloud clusters efficiently.

By aggregating GPUs sources from underutilized sources it is able to achieve much lower costs than centralized players via smart offerings. Image
Read 15 tweets
Mar 2
Altcoin season is almost upon us, and it will mint millionaires.

The move will be swift and leave many sidelined.

I've created a list of mid to low caps with upcoming catalysts to position yourself for the next 10x to 100x. 🧵👇 Image
With $BTC pushing toward its previous market cycle high of $69,000, most Altcoins have remained largely unchanged.

I've previously shared the "Path to Alt Season" chart, which helps us understand the current market dynamics and prepare for the eventual rotation.
The market is likely to stay volatile in the foreseeable future, presenting more opportunities along the way.

Key to this strategy is establishing clear goals, practicing patience, allowing your thesis to unfold, and mastering the art of consistent DCA in and out.
Read 17 tweets
Jan 21
$OSMO is this cycle's beta asset to capitalize on Celestia's and Cosmo's growth

A guide. 🧵⬇️ Image
Osmosis is the most interconnected chain in the Cosmos.

It ranks among the highest in terms of both IBC volume, users, and TVL.

$OSMO, by default, ranks among the strongest barometers of the Cosmos.

Here's how to maximize the use of this asset. 👇
1️⃣ Staking

Staking $OSMO is an incredibly simple way to make the most of this asset.

You can earn both from staking rewards and taker fees generated from trading volume, all while increasing your chances of earning airdrops. (More details on this below). Image
Read 12 tweets

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