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Dec 30, 2022 • 10 tweets • 6 min read
3. Top 10 trends in #CEFI

A summary of 2023 #crypto theses from @MessariCrypto

Despite being a #Defi maxi, #CeFi will continue to play a large role in institutions onboarding
Remember all centralized places that fell down this year. A well made summary done by @cmsintern
Exchanges: The sole positive outcome from FTX explosion & contagion is the Proof-of-Reserves coupled with Proof-of-Liability that have been requested to Centralized Exchanges

Check this dashboard for POR of several CEX: dune.com/21shares_resea…
Institutonal Crypto adoption : the latest major milestone came from @Visa

coindesk.com/tech/2022/12/2…
But institutions/brands are already here, check what is occuring on @0xPolygon side
Credit Crypto Crisis: How all companies listed in the video above went bankrupt or are at risk ?

A great summary about $GBTC from @Grayscale made by @cmsholdings
Despite Macro BTC bottom or not, there are still uncertainties about certain crypto companies, and if it's going to the wrong direction, it's will be very bloody !


Until this is being solved, remain cautious !
Future of crypto lending platform:
- Centralized lending platform as we kknow it is dead
- Future centralized lenders will behave like traditional banks, taking full custody of secured collateral
- Credit firms purge is a gold thing for crypto as it removes most of the cowboys
Technical complexity and economic barriers prevent lambda user to solo stake ETH or mine POW coin.

Account abstraction will be required for mass adoption. But what it is ?
Simplifying User Experience and Self-Custody

More info here:
On-chain analysis

If you're in Defi, no doubt you've been accross multiple dashbord such as on @DuneAnalytics @glassnode @coinmetrics @nansen_ai and now @MessariCrypto

What is on-chain analysis used for ?

Track smart money, exploit and exploiters = TRANSPARENCY

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More from @Subli_Defi

Subli 🦇🔊 Profile picture
Dec 29, 2022
1. Top 10 Narratives & Investment themes

A summary of @MessariCrypto theses for 2023

Do your homework anon
Crypto is inevitable. Despite people loosing money due to Greed, there hasn't been so strong fundations being built during those times.
The best way to survive such long Winter, is to BUILD.

"Look at the biggest problem areas in 2022, and you’ll likely spot the sectors that will spawn the next unicorn solutions"
Read 7 tweets
Subli 🦇🔊 Profile picture
Dec 6, 2022
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! Image
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…
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: Image
Read 20 tweets
Subli 🦇🔊 Profile picture
Dec 6, 2022
1/3 @TokenBrice , member of Liquity team – a decentralized lending protocol with its stablecoin $LUSD - is today sponsoring 0⃣6⃣-DEC contest :
1⃣ Like
2⃣ Retweet this post
3⃣ Follow @LiquityProtocol
4⃣ Follow @ChickenBonds

⏰ 7days

💰 1 winner: Chicken Bond NFT

⛓️#Ethereum
2/3 If you want to know more about chicken bond, it’s a new way to attract, develop & retain TVL by avoiding the protocol to spend its own native token (aka liquidity mining):

More info on this video:
3/3 And If you want again to know more about @ChickenBonds , please read this excellent thread written by the wonderful @defi_naly :

Read 4 tweets
Subli 🦇🔊 Profile picture
Nov 30, 2022
1/24 Derivatives products in #DEFI include a lot of things. Future yield trading is one of those =>

@pendle_fi allows users to tokenize and sell future yields & just launched their V2.

So what’s new for users?

All you need to know about Pendle Finance in this 🧵👇: Image
2/24 First of all, if you don’t know what is FUTURE YIELD trading, I would like to congratulate the team for making a pretty interesting webpage to explain all of this:

app.pendle.finance/pro/learn

Learn anon!🧑‍🎓
3/24 Pendle Finance launched mid-2021 on #ethereum and also on #Avalanche November 2021

The protocol managed to secure 3.7m$ in a VC fund raising in May 2021

finance.yahoo.com/news/pendle-ra…

That helped the protocol to kick start their product.
Read 26 tweets
Subli 🦇🔊 Profile picture
Nov 29, 2022
I'm very happy to launch 1st #Advent Calendar of 2022 to thank you ALL for this incredible year

👨 With my Friend @pedro1306_
🕒 From 1st to 24th December
⌛️ 1 project = 1 contest = 1 prize
🏗️ 17 #DeFi Projects sponsoring this event
💰 +3,000$ of giveaway

🔔TURN NOTIF ON 🔔
Thanks to all the projects sponsoring this event for their trust, their open-mindness, their kind community & their incredible products for what it brings to the #Crypto ecosystem

It's thanks to you that retails can be onboarded in navigating and learning #DeFi
@OvertimeMarkets @thalesmarket @ByteMasons @beethoven_x @VelodromeFi @LiquidDriver @0xconcentrator @pendle_fi @ReveloIntel @aladdindao @7cPirate @crypthoem @redactedcartel @GMX_IO @spin_fi @0xC_Lever @LiquityProtocol @TokenBrice @ThenaFi_ @landxfinance @Reaper_Farm @NickDrakon
Read 4 tweets
Subli 🦇🔊 Profile picture
Nov 28, 2022
1/7 Here is a TLDR about @noahlitvin blog post about @synthetix_io V3, update, roadmap and ideal world of DEFI shared several times by @0xmillie_eth recently, and i now understand why 🫡
👇🧵
2/7 @Synthetix V3 Update:
- Migration to V3 planned for January
- On-going improvements on Spot & Perp markets
3/7 Stablecoin:
- $DAI rejected as collateral
- Variouts types of collateral allowed for $sUSD
- Efficient liquidation mecanism (similar to @LiquityProtocol )
- LPers will be incentivized to provide liquidity
- #DeFi can only be with decentralized & scalable stablecoin
Read 8 tweets

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