1/ Been seeing a few threads about the Optimism > Arbitrum flippening.

User & capital inflow metrics are strong for @optimismFND, but @arbitrum has more native protocol diversity and innovation imho

Here are five #Arbitrum native protocols you must keep your eye on Image
2/ @GammaSwapLabs (testnet)

Innovative volatility trading platform. Turns impermanent loss into impermanent gains via interest payments from gamma (volatility) longs
2.5/ Solves one of the biggest issues plaguing a core DeFi primitive by creating a marketplace for gamma trading. LPs get paid more, gigabrain traders can profit. It’s a win-win

Gammaswap research report almost ready 🫡 Stay tuned
3/ @y2kfinance (live)

Defi catastrophe bonds that allow users to speculate or hedge against depeg events of pegged assets such as stablecoins and liquid staking derivatives
3.5/ Stablecoins gaining dominance albeit systemic risk + LSD narrative going strong. Investors now have the option to purchase (and eventually trade) insurance on their pegged assets.

Check out my thread + research report to go from zero to hero on Y2K
4/ @STFX_IO (testnet)

More than just a copy trading protocol built atop @GMX_IO. STFX pioneers the use of Single Trade Vaults, enabling traders to build communities around their trades and monetize their ideas.
4.5/ Further democratizes asset management with unprecedented low cost, short duration vaults with high network effect potential and adds a social layer to @GMX_IO

Tons of support from a lot of DeFi and ETH OGs as well. Public token sale ends in 4 days!

sale.stfx.io
5/ @dopex_io (live)

Diamond pepe CEO of the #OpFi narrative. LPs deposit liquidity to “write” call/put/straddle options and earn yield from traders paying premiums to hedge their positions or take directional bets
5.5/ Unlocks a whole new class of financial instruments for on-chain traders. Atlantic straddle integration with @GMX_IO allows traders to buy “insurance” for their perps. Fascinating stuff.

Learn more here: blog.dopex.io/articles/dopex…
6/ @JustBetOfficial (testnet)

Web3 casino with fully transparent and auditable on-chain randomization. Adopts a similar house pool approach as @GMX_IO, offering real yield to depositors and simple betting games to players
6.5/ JustBet’s UI indicates they will expand to actual casino games including BlackJack, Slots, Craps, and my personal favorite, PvP poker. Leave a comment if you’re down to play

beta.just.bet

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More from @WinterSoldierxz

Jan 12
1/ @y2kfinance offers an unprecedented DeFi structured product to underwrite/hedge against pegged assets, coupled with an all-or-nothing payout system that handsomely rewards degens and hedgooors alike.

Go from zero to hero on @y2kfinance with my 34 pg research report
2/ I cover the following core topics in my report:

🙂 Background Info
🙂 Product Mechanisms
🙂 Tokenomics
🙂 Adoption Metrics
3/ Before the report, read my thread on Y2K to familiarize yourself with the underlying mechanisms

Read 7 tweets
Jan 11
1/ The chads over at @DigitsDao made 213 $ETH in 2 days back in Nov ‘22 betting on the $MIM & $USDT depegs.

How, you ask? @y2kfinance

Read this 🧵 to learn how you can hedge / speculate on pegged assets using this blood splattered, smiley faced protocol. Image
2/ In this thread, I will go over Y2K’s
🙂 Background Info
🙂 Product Mechanisms
🙂 Protocol Metrics
🙂 Upcoming Features
3/ Background Info

Y2K Finance launched in Oct ‘22 on @arbitrum after incubation from @neworderDAO, the same team behind @redactedcartel and @FrogAnon.
Read 27 tweets
Jan 9
1/ One of the best things abt crypto is the amount of free high quality resources available to the public.

You’re just a click away from institutional grade tools and resources.

In part II of my DYOR series, I will show you how to use these tools like a pro

Let’s get started👇
2/ For each tool in this thread, I will highlight

🔹what it does
🔹what I use it for
🔹tips & tricks

This is not a definitive guide on all of the available features of each tool, but rather how I use these tools to gather and analyze data on protocol metrics.
3/ Read my first thread on the research framework I use to create detailed research reports from scratch.

It’s a simple 5-step process that anyone can adopt, and it also gives this thread some context
Read 27 tweets
Dec 31, 2022
1/ With one of the WILDEST years in crypto ending, many big names in the industry had tons of useful insight to recap 2022, & forecast 2023

To prepare you for the biggest opportunities in the new year, I read, picked out, & summarized the BEST reports so you didn't have to🧵👇
2/ @a16z’s Big Ideas in 2023

My favorite ideas:
- The #blockchain on mobile phones
- Zero Knowledge, Multi-Party Computation, and Post-Quantum Crypto🧠
a16zcrypto.com/big-ideas-2023/
3/ Crypto Thesis for 2023 - @MessariCrypto

A must for the industry vets. Emphasis on:
- Supervision
- DeFi
- Public #blockchain
messari.io/crypto-theses-…
Read 12 tweets
Dec 30, 2022
1/ @GainsNetwork_io $GNS is now LIVE on @arbitrum & looking to continue their ATH numbers

In the past 2 months, #gTrade has seen
~$3Bn total trade vol
~$2M to $GNS holders

To help you learn the #GNS design that made this possible, I'm sharing my FREE 24-page research report🧵👇
2/ In the report, I breakdown @GainsNetwork_io's

- Trading mechanism
- @chainlink #Decentralized Oracle Network
- Revenue Model
- Tokenomics
- Adoption & Performance

& much more
3/ You can also check out my previous thread on $GNS, recapping #gTrade and discussing their recently announced expansion plans
Read 6 tweets
Dec 28, 2022
1/ Want to know the secret to finding the next 100x project?

Research. Plain and simple.

Many of you have asked me to share my methodology. There’s a lot to cover but I’ve done my best to condense months of practice into a few threads

This is part 1. Let’s get started 🧵
2/ Before we begin, you must understand one fundamental concept:

Crypto is built on the exchange of value.
3/ Therefore, when researching, your objective is to determine whether the exchange of value is favorable to you as a potential stakeholder.

It sounds simple. But a tidal wave of factors come into play, all of which may influence your judgment and understanding of a protocol.
Read 24 tweets

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