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rektGEMS 🧮 Profile picture
@rektGEMS
Oct 24, 2022 • 13 tweets • 19 min read • Read on X
#AVAXNFTRush been months in the making, I have spent past week digging thru twitter, discords, closed channels, twitter spaces to compile all the alfas I can find here for you.

Here's my attempt at reviewing 21 projects and a complete guide on #AVAXNFTs

thefarmersclub.substack.com/p/all-the-avax…
Disclaimer, I own many NFTs from some of the projects below. However, the purpose of this article is not to pump bags, hype up projects, but to help newcomers to have an idea what is being built on Avalanche.

Always do your own research.
Full article: thefarmersclub.substack.com/p/all-the-avax…

- Joe Studios/We-Smol Eco Projects:
@Smol_Joes
@Smol_Creeps
@peonnft
@smol_apa Image
- OG AVAX Native Projects:
@apa_nft
@AvaxApesNFT
@MadSkullz_NFT
@HatchyPocket
@PizzadotGame / @OuroborosGameFi Image
- New Projects:
@wolfilandnfts
@_ChadDoge_
@morfsNFT / @CynicalHateDAO
@turddao Image
- Art Focused Projects:
@taptapkaboom
@ConsciousLines / @GabrielJWeis
@RipperzNFT
@teraodoro / @nft_sato Image
- Upcoming Projects:
@PlagueGameNFT
@Mechavax
@innermost_nft
@0xChadSports Image
The article also ft.

@opensea
@0xCampfire
@GetKalao
@NFTradeOfficial
@AvalyticsXYZ
@VirtualQuery
@coreapp
@avalabsofficial
@blueclarityone
@cryptofishx
@DrDaveDeFi
@g1raffe_
@risathegiant
@OgerzKlan
@Route2FI
@hermanarobot
@ChadNewsNetwork
@DegenerateNews
ft. cont.

@Huuurrrrrrr
@twitt_tr
@iwillpat
@MUGGENDOODLES
@0xPrimata
@TerosEso
@0xmurloc
@NerdHerder_Dani
@crypt0nacci
Twitter is the best place for alfa, if you new to #AVAXNFTs, here's a list of chads put together by @nobsfud: twitter.com/i/lists/157775…

Some of my favs
@tezukaTez
@0x_pasta
@BigDingus_72
@Best_coder_NA
@0xChefGoose
@ExcelBaller
@JustnThePhotog
@took_avax
@0xMoonbags
Ending note, what could this possibly mean???
I will try my best to update this article with new alfas, new research, and new projects. If you think your project should be included, please DM me and tell me more!
If you found this helpful, please like, retweet, share the article with a fellow jpeg lover.

Tag for visibility:
@luigidemeo
@el33th4xor
@TaikiMaeda2
@SmallCapScience
@dcfgod
@IcedKnife
@farokh
@nftpowerranking
@MinisterOfNFTs
@patty_fi

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More from @rektGEMS

rektGEMS 🧮 Profile picture
Jan 4, 2023
During last couple weeks we've seen a strong narrative forming around ETH LSD(Liquid Staking Derivatives). As an onchain degen, I've taken some time looking for alternative LSD plays might have high ceiling, let's take a look

@staderlabs $SD $ETHx

👇👇🧵
In this thread:

🟢 Why bullish LSD protocols
🟢 Gud read on @LidoFinance @Rocket_Pool @stakewise_io @fraxfinance and others
🟢 $SD/@staderlabs/@staderlabs_eth
🟢 $ETHx design
🟢 DeFi partnerships & yield
🟢 Tokenomics & distribution
🟢 Comps
1/ Shanghai update has been scheduled for March/April, which will enable ETH staking withdrawals. Most likely will happen:

1️⃣ healthier peg for LSDs -> less spending to maintain peg

2️⃣ more ETH will be staked(Ethereum has the lowest staking ratio) -> more revenue for protocols
Read 27 tweets
rektGEMS 🧮 Profile picture
Dec 3, 2022
Hey Arbi friends! The no.1 DEX and one of the strongest team on #AVAX @traderjoe_xyz is expanding to #Arbitrum! In this thread 🧵:

1️⃣ Why Joe's Liquidity Book will capture market share on Arbi
2️⃣ What does the #Arbitrum expansion mean to $JOE & #RealYield

LFJ! /11 Image
1/ It is important to know that out of all the @traderjoe_xyz products, only Joe V1 AMM and Liquidity Book are launching on Arbitrum. Image
2/ Another DEX on #Arbitrum??

Number of DEX fighting for vol and liq on Arbitrum already, but I do think Joe's Liquidity Book will capture decent market share due to its more efficient, flexible and composable design.
Read 14 tweets
rektGEMS 🧮 Profile picture
Jul 29, 2022
Is #OPSummer happening right now, or are we entering it? Can @optimismFND TVL flip @arbitrum?

Here is what's happening in @optimismFND and why you should start farming there if you haven’t already.

1/x 🧵
First why we are having this convo right now?

1. $OP has been outperforming $ETH the last 2 weeks by over 100%.
2. @optimismFND TVL almost doubled in July and up over 40% last week, the biggest increase in TVL among all major chains.
.@Dynamo_Patrick identified @optimismFND's growth couple days ago:

Read 25 tweets
rektGEMS 🧮 Profile picture
Jul 20, 2022
Decentralized perpetual exchanges have been a hot topic this year due to their ability to profit even during a bear market.

@GMX_IO been outperforming most coins in Q2, now we hear more buzz around @GainsNetwork_io. Here are some useful threads on $GNS.

🧵 ⬇️
If you have never heard of @GainsNetwork_io before, start from this thread by @TheDeFinvestor where he explained some of the core ideas of the protocol.

The legendary @BillyBobBaghold did a long thread on @GainsNetwork_io a few days ago, explained the protocol in detail and why he thinks the $GNS virtuous cycle is getting started.

Read 11 tweets
rektGEMS 🧮 Profile picture
Feb 23, 2022
You have seen me talking about @EarnElexir, here is a mega Thread 🧵 to explain why I like the project. 🧙‍♂️✨👇

-
Full disclosure, I was in the public sale round, I own Cauldrons, and I bought $ELXR today. These options are my own, and I'm not paid or associated with the team.
"Elexir is a high-yield DaaS protocol that lives at the crossroad of NFT, DaaS and P2E."

I found the protocol design quite interesting, combining elements from Nodes(Univ Money) & P2E games(Pizza Game), two projects that had huge success lately. More on the tokenomics later.
Some Numbers 🧮 :

🟢$ELXR Price: $44
🟢Total Supply: 550,833
🟢Cir Supply: 12,895
🟢Cir MCap: $567,380
🟢Top Holder holding 0.12% of the total supply
🟢Total Holders: 942 👏🏼

Below is a breakdown from the team. IMO it was a successful launch, $ELXR are fairly distributed.
Read 20 tweets
rektGEMS 🧮 Profile picture
Feb 21, 2022
Some numbers on @Worldwide_WEB3 @WebbEmotional 🧵

Supply adjusted floor price: (using small apartments as baseline)

Small: 2.84 ETH/Current: 2.84 ETH
Medium: 4.5 ETH/Current: 3.5 ETH
Large: 13.5 ETH/Current: 7.69 ETH
Penthouse: 203.3 ETH/Current: 75 ETH
Supply of each size:
Small: 4943
Medium: 3111
Large: 1042
Penthouse: 69
Listed for sale:
Small: 175 / 3.5%
Medium: 90 / 2.9%
Large: 44 / 4.2%
Penthouse: 6 / 8.7%
Read 6 tweets

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