1/12 As you know, I’m deeply following #Optimism ecosystem
To be ready for 2023/2024, I would like to share with you the projects I’m planning to invest in
Non financial Advice / Do your own research
And please reply if you would like me to dig into some other ones!
To be ready for 2023/2024, I would like to share with you the projects I’m planning to invest in
Non financial Advice / Do your own research
And please reply if you would like me to dig into some other ones!
2/12 First of all, catalysts you should not miss is #Optimism grant
All projects who received a $OP allocation will see a Price Increase since part of the grant will be used to incentivize Gov. token liquidity
For a full review check this table:
docs.google.com/spreadsheets/d…
All projects who received a $OP allocation will see a Price Increase since part of the grant will be used to incentivize Gov. token liquidity
For a full review check this table:
docs.google.com/spreadsheets/d…
3/12 But for all details on how users can benefit from these Incentives, check my Notion Page where I covered all Voting rounds: sublidefi.notion.site/Subli_Defi-c57…
& now let’s dig in:
& now let’s dig in:
4/12 1st project: @ethereum
Why: As Layer 2 adoption is increasing, L2 pay fees to L1 in $ETH, supporting the fact to get $ETH a deflationary token, hence increasing scarcity
Catalyst: Deflationary (even during Bear Market), scarcity, #L222 season
Why: As Layer 2 adoption is increasing, L2 pay fees to L1 in $ETH, supporting the fact to get $ETH a deflationary token, hence increasing scarcity
Catalyst: Deflationary (even during Bear Market), scarcity, #L222 season
https://twitter.com/rektdiomedes/status/1595403104685531136?s=20&t=67elqben-Es_dyxOGbiVjA
5/12 2nd project: @synthetix_io
Why? Synthetix will become the Main Derivatives Decentralized Liquidity Provider on which ANY protocol will be able to build on top
Catalysts: Synthetix V3 planned for January and so much more... 👇
Why? Synthetix will become the Main Derivatives Decentralized Liquidity Provider on which ANY protocol will be able to build on top
Catalysts: Synthetix V3 planned for January and so much more... 👇
https://twitter.com/Subli_Defi/status/1597185085513814016?s=20&t=67zaLoty5T0OJserDYMsBg
@synthetix_io Financial metrics:
MC: 400m$
Circulating supply: 240m $SNX (78% of total supply)
Total Supply: 400m
P/E = 35
MC: 400m$
Circulating supply: 240m $SNX (78% of total supply)
Total Supply: 400m
P/E = 35
6/12 3rd Project: @VelodromeFi
Why? Velodrome Finance is the leading DEX on #Optimism, an optimized version of Solidly invented by Andre Cronje, with the idea to reward long term users supporting the protocol
Catalyst: Velodrome 2.0
Why? Velodrome Finance is the leading DEX on #Optimism, an optimized version of Solidly invented by Andre Cronje, with the idea to reward long term users supporting the protocol
Catalyst: Velodrome 2.0
https://twitter.com/VelodromeFi/status/1598405059917893632?s=20&t=llFA5FMZ9IH-KOJZlo7L9A
@VelodromeFi Financial Metrics
MC: 17m$
Circulating supply: 175m $VELO (25% of VELO supplied at Nov-22)
Total Supply: Not capped
P/E = 10
MC: 17m$
Circulating supply: 175m $VELO (25% of VELO supplied at Nov-22)
Total Supply: Not capped
P/E = 10
7/12 4th project: @lyrafinance
Why? Tradfi Options volume > Spot volume, and in #DeFi Lyra delivers a near-complete options trading experience
Catalyst: $OP Grant, partner of @synthetix_io , deployment on #Arbitrum , New tokenomics, 3m$ funding raise
Why? Tradfi Options volume > Spot volume, and in #DeFi Lyra delivers a near-complete options trading experience
Catalyst: $OP Grant, partner of @synthetix_io , deployment on #Arbitrum , New tokenomics, 3m$ funding raise
https://twitter.com/blocmatesdotcom/status/1569309946562609152?s=20&t=eGs7i-eBJOjqHCdv5UbzpA
@lyrafinance financial Metrics:
MC: 20m$
Circulating supply: 217mil $LYRA (21,7% of total supply)
Total Supply: 1,000,000
P/E = 1,4
MC: 20m$
Circulating supply: 217mil $LYRA (21,7% of total supply)
Total Supply: 1,000,000
P/E = 1,4
8/12 5th Project: @kwenta_io is a perp protocol built on top of @synthetix_io
Why? Seamless leverage trading. Due to future regulations, FTX collapse, uncustodial funds, Perp protocols trading volume 🚀
Catalyst: $OP grant, Perps V2 (fees reduction)
Why? Seamless leverage trading. Due to future regulations, FTX collapse, uncustodial funds, Perp protocols trading volume 🚀
Catalyst: $OP grant, Perps V2 (fees reduction)
https://twitter.com/rasputincatETH/status/1596997814675861505?s=20&t=6sZ7V8hJTxQFmk6ROvH6UA
@kwenta_io financial metrics:
MC = 37m$
Circulating supply: 342,000 (but most of it is vested 1year)
Total Supply: 1,000,000
P/E = 1,4
MC = 37m$
Circulating supply: 342,000 (but most of it is vested 1year)
Total Supply: 1,000,000
P/E = 1,4
9/12 6th Project: @AlchemixFi
Why? Alchemix offers self repaying loan on $ETH and #stablecoins
Catalyst: Reduction of Yearn vault fees, Stake in Velodrome + Yearn, partnership with @Frax, new vaults for better yield, V2 tokenomics 👀, #Optimism grant
Why? Alchemix offers self repaying loan on $ETH and #stablecoins
Catalyst: Reduction of Yearn vault fees, Stake in Velodrome + Yearn, partnership with @Frax, new vaults for better yield, V2 tokenomics 👀, #Optimism grant
MC: 30m$
Circulating supply: 1,632,000 (70% of total supply)
Total supply: 2,321,000
P/E : 20
Strong treasury and well diversified. Looking forward to veALCX
Circulating supply: 1,632,000 (70% of total supply)
Total supply: 2,321,000
P/E : 20
Strong treasury and well diversified. Looking forward to veALCX
10/12 7th Project: @ByteMasons
Why: Building a full suite of #DeFi products @Reaper_Farm , @GranaryFinance , Ethos Reserve (mint stable against BTC / ETH), Reliquary, Moon
Catalyst: L2 deployment, 👆release in couple of months
Why: Building a full suite of #DeFi products @Reaper_Farm , @GranaryFinance , Ethos Reserve (mint stable against BTC / ETH), Reliquary, Moon
Catalyst: L2 deployment, 👆release in couple of months
https://twitter.com/crypto_linn/status/1595045195405758464?s=20&t=tQoJ1dDapOeRDA0HHAbd9
@bytemason $OATH Metrics:
MC: 10m$
Circulating supply: 101,000,000 (25% of total supply)
Total supply: 400,000,000
Very small emission rate
MC: 10m$
Circulating supply: 101,000,000 (25% of total supply)
Total supply: 400,000,000
Very small emission rate
11/12 8th Project @iearnfinance
Why: No $YFI liquidity is planned on #optimism, but 1m $OP grant makes this protocol a must to play when new vaults will be deployed
Catalyst: $OP Grant, Yearn V3 planned on Optimism, veYFI
More info on this video:
Why: No $YFI liquidity is planned on #optimism, but 1m $OP grant makes this protocol a must to play when new vaults will be deployed
Catalyst: $OP Grant, Yearn V3 planned on Optimism, veYFI
More info on this video:
@iearnfinance financial metrics, still i think it'll be a good play:
MC: 230m$
Circulating supply (36,666) = Total Supply
P/E = 23
A must read article about tokenomics upgrade:
MC: 230m$
Circulating supply (36,666) = Total Supply
P/E = 23
A must read article about tokenomics upgrade:
https://twitter.com/MessariCrypto/status/1595945383934316544?s=20&t=tQoJ1dDapOeRDA0HHAbd9g
12/12 Thanks a lot to @rektdiomedes for this type of thread which brings a lot of value.
And don't miss his explanation on his future positions on #Arbitrum & #Polygon
And don't miss his explanation on his future positions on #Arbitrum & #Polygon
https://twitter.com/rektdiomedes/status/1595403092161355778?s=20&t=LMl1STJquAl7omS0QnYqpA
If you liked this thread, i would really thank you if you could retweet it for a wider visibility!
Hope you enjoyed it as much as i took pleasure to make it
Hope you enjoyed it as much as i took pleasure to make it
https://twitter.com/Subli_Defi/status/1600174788529381378?s=20&t=vPznhmELjEZrx8H6rxByVQ
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