Joao Zorro Profile picture
Jan 12, 2023 5 tweets 3 min read Read on X
Here are 4 KPIs that are fundamental to analyzing a DeFi protocol:

1⃣ Fees
2⃣ P/F ratio
3⃣ Treasury
4⃣ TVL

One protocol appears in the TOP 20 (latest 24 hours) list of each of one of these metrics: @LidoFinance

Check out the 🧵for more info 👇 Image
Lido Finance is:

✅#3 in Fees
✅#11 in P/F ration
✅#4 in Treasury
✅#1 in TVL ImageImageImageImage
👉It has already a respectable position in the Market Cap rank: #33; but it's down 74% for the ATH. 🚀

✅It generates fees, and has a low P/F ratio and high Treasury and TVL: #Lido might be a cash cow 💵🐮with potential!

❓What are your thoughts on @LidoFinance? Image
Notes:

✅ P/F ratio - P/F ratio (fully diluted): fully diluted market cap / annualized fees.
✅TVL - Total Value Locked

📄 Source: @tokenterminal
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More from @JoaoZorro

Feb 8, 2023
👉 GammaSwap is the first oracle-free volatility DEX on Arbitrum to apply gamma strategies.

✅ Their testnet was officially launched in December, and 1,000 random beta testers will earn a POAP NFT (potential airdrop?)

Here's a🧵with the @GammaSwapLabs testnet guide. 👇 Image
@GammaSwapLabs What is GammaSwap?

@bizyugo made an excellent thread explaining what GammaSwap is.
@GammaSwapLabs @bizyugo Here are the steps you need to follow to test GammaSwap:

1/ First you will need Ethereum Testnet tokens.

👉 Join GammaSwap discord group: discord.com/invite/hU9RVKR… and post your wallet in the #testooors channel.

⚠️ It may take up to 60 minutes to receive the test ETH.
Read 13 tweets
Dec 13, 2022
🔥The @arbitrum ecosystem is on fire!

👉@Buffer_Finance, an options protocol, has shown huge strength since it migrated to Arbitrum.

🚨BIG NEWS: @Super_Launcher is hosting a $BFR OTC Sale.

👉Here's a🧵about this project.
1/ Here's a video with an overview of Buffer Finance and the OTC sale:

Disclaimer: I'm a member of the SuperLauncher DAO.
2/ What's Buffer Finance?

Buffer Finance is an exotic options trading platform built for trading price volatility and hedging risks while trading high-leveraged positions.
Read 14 tweets
Dec 9, 2022
Here's a🧵with Part 3 of the @arbitrum #airdrop guide.

Arbitrum is attracting a lot of talent and a new wave of innovative projects. TVL and adoption are skyrocketing. Image
Here are parts 1 and 2 of the guide:

Part 1:
Read 16 tweets
Dec 5, 2022
👉Here's a🧵with Part 2 of the @arbitrum #airdrop guide.

🔥Don't miss out on the opportunity of participating in the airdrop of probably the most vibrant blockchain!

🚨Note: Part 3 of the guide will be posted in a couple of days. Image
Did you miss out on Part 1?

Check it out here:
⭐️PART 2⭐️

1. @SperaxUSD Snapshot Voting

👉Buy some $SPA on Uniswap.

👉Stake $SPA to get $veSPA (governance power): app.sperax.io/stake

👉Join Sperax DAO space and vote on proposals: snapshot.org/#/speraxdao.eth

✅Note: you can do this for other Arbitrum native tokens. ImageImage
Read 15 tweets
Nov 30, 2022
🔥Honestly, I'm amazed by @arbitrum. The ecosystem is vibrant, with so many cool and innovative projects popping up.

Here's a🧵with what I'm doing for the Arbitrum token #airdrop (PART 1)👇

🚨Note: stay tuned for part 2! Image
1. Add Arbitrum One to Metamask

👉Go to chainlist.org, search for 'Arbitrum' and add it to Metamask.

2. Choose a Wallet

👉Choose a wallet to do all the tasks.

You can also use secondary wallets to repeat all the tasks or to transfer funds between them. Image
3. Bridge funds to Arbitrum

👉Use the Arbitrum Bridge to bridge funds to Arbitrum: bridge.arbitrum.io

4. Odyssey NFTs

👉If you haven't participated in Odyssey week 1, go to @opensea and buy the NFT: opensea.io/collection/arb… ImageImage
Read 25 tweets
Apr 21, 2022
How to Evaluate a Crypto Project

So many projects have emerged in the crypto space lately, so it's essential to know how to evaluate these projects to discover those with potential.

These are the main aspects when evaluating a project:

#evaluate #crypto #blockchain #projects Image
1/ Vision

Find projects with a clear value proposition.

- What is the project's long-term vision?
- What kind of problems does it solve?
- Does it provide value to a specific user base?
- Are the advantages clear and measurable?
- Is the token really needed?
2/ Market Potential

Check if there's enough demand.

- How many potential users are there?
- How many competitors are there?
- Is there potential to disrupt an existing market?
- What are the project's USPs?
Read 9 tweets

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