Thread by @DataaRocks

"Monday 👀" was posted by 24+ projects on Twitter, but only some are the REAL deal.
Time to sift through the noise and decipher what this means.

🟡Summary:
- Secret is in the post timings
- Only 12 of 24+ projects posted at 2PM EST
- Others likely copycats
- $crvUSD

1/🧵

🟡 Which projects are really involve?

12 projects posted exactly at 2PM EST.:
- @iearnfinance
- @MakerDAO
- @SushiSwap
- @Balancer
- @DegenScore
- @dopex_io
- @GearboxProtocol
- @eulerfinance
- @StakeDAOHQ
- @CoWSwap
- @zerion
- @AuraFinance

Others are listed below.

2/

🟡 What's going on?

This is likely an event that requires a significant resource to launch, and making a big partnership announcement would be crucial to it's long term utility.

First thing to come to mind is the launch of $crvUSD

But wait, why isn't #Curve on the list?

3/

Because viral marketing tactics always hides obvious things, doing this generate greater engagement and hype.

Another thing to note is that @AndreCronjeTech has recently been extra active on Twitter after a long hybernation, suggesting he might be planning for something big.

4/

🟡 How are the 12 projects related to $CRV?

@iearnfinance was spun out of Curve's original team

@MakerDAO has $DAI which uses $ETH and stables for collat, may include $crvUSD for collat once launched

@dopex_io @StakeDAOHQ have huge options trading volume and farms

5/

Continued:

@GearboxProtocol has a significant stablecoin money market

High TVL DEXes:
@SushiSwap $667M
@Balancer $1.2B
@eulerfinance $251M
@AuraFinance $510M
@CoWSwap (Unknown)

Reasons unclear:
@DegenScore
@zerion

6/

🟡 Which are the projects that posted late?

- @SwaprEth
- @TimeswapLabs
- @opyn_
- @10b57e6da0
- @phi_xyz
- @SiloFinance
- @PodsFinance
- @Fuse_network
- @PolynomialFi
- @JonesDAO_io
- @VesperFi (got left out)

Late posting doesn't rule out involvement.

7/

🟡 What are the opportunities?

Obviously NFA, DYODD before anything.

- Look into $CRV
- $YEARN likely has a high correlation
- $cvxCRV is $CRV with yield
- $CVX likely see TVL boost
- $ETH likely will feel a broad exposure
- $FTM like well exposed

Updating when more news.

8/

If you like the thread or learned anything:

1. Jump back to the first tweet and retweet it

https://twitter.com/DataaRocks/status/1621741559371931648

2. Follow rock, maybe get a free 🪨

Keep rocking :D

AAVE is now in it too

https://twitter.com/AaveAave/status/1621969202092417024