2Lambroz.eth 🐑 Profile picture
Apr 4 20 tweets 18 min read Twitter logo Read on Twitter
Want to take advantage of #Zksync if u miss #Arbitrum ?
30+ upcoming project in this thread

U will find early zk project alpha, new project #airdrop and also rugs

be early so u dont #FOMO later

🔖Bookmarket this thread
📃Follow “Zksyn - Lambroz🐑 List”
In this thread
🎯30+ project on zk
🎯Continuous updating twitter list.

Projects are listed by catalogue
📍DEX project
📍Perpdex
📍LSD
📍Lending
📍Solidly
📍Stablecoin
📍Launchpads
📍Gamblefi

Twitter list
twitter.com/i/lists/164016…
unrolled here!
2lambroz.substack.com/p/take-advanta…
📍DEX project
@syncswap
DEX + Launchpad
Highest TVL swap on zksyn

@ZigZagExchange
Order Book Dex
Popular orderbook dex launching on zksync n starkware

@ZapSwapZK
DEX
looks like degen PvP farm, yield in $zap and stake for protocol fee
@IncrementHQ
Stable swap + Perp
Cruve concentrated LP + maybe GNS style perp

@mute_io
DEX + limit order
2nd largest TVL on zksyn 12m right now

@ZKEX_Official
Orderbook-based Dex
Popular orderbook dex launching on zksync, starkware n zklink currently in demo stage
@stratumexchange
Maybe dex or solidly
Too early, from medium looks like some VE tokenomics + airdrop news

@rhinofi
DEX + Yield
Crosschain swap & yield aggregator

@cryptoswaporg
DEX
Not sure because the site doesnt have https i wont click into it
@MESprotocol
Orderbook-based Dex
No gitbook yet, looks like everything was setup from July, Aug ish

@ghost_zkDEX
DEX
Not sure because the site doesnt have https i wont click into it
@ghost_zkDEX
DEX
too early, no docs yet

@IN_Exchange_zk
DEX
too early, no docs yet

@NerdSwapZk
DEX
too early, no docs yet

@IN_Exchange_zk
DEX
too early, no docs yet
📍Perpdex, Derivative
@derivio_xyz
Perpetual , Option, Spot trading
Testnet launched, well written gitbook. might take a deeper look later on

@OnchainTrade
swap + stable swap + Perpetual
TVL:1.82
Total fee 43k
6.6 unique traders
@PhezzanProtocol
Perpdex
Not sure because the site doesnt have https i wont click into it

@SynFuturesDefi
Perpdex
Not sure what the perp model is but single token provide LP to perp. trading volume relatively low atm
📍LSD
@zk_lsd
LSD farming
LSD farming, raising with hard cap 20eth ...? so low i don't know wtsup

@Dank_Protocol
Fix rate LSD yield stuff
kept retweet n sharing about zksyn on twitter assuming launching there
📍Lending
@NexonFi
Lending with ETH & USDC available 700k tvl

@fringefinance
Lending launching on zksyn soon, no token yet

@trustlessfi
Lending + stable coin $HUE demo style right now, looks interesting might deep dive
📍Stablecoin
@mesonfi
Cross chain stablecoin

@icewatermoney
$H2O as stablecoin n $ice n $steam somehow represent other asset, no full docs yet too early
📍Solidly
@TheMerlinDEX
Solidly fork likely
wizard magic theme solidly with only medium launched.

@velocorexyz
Solidly fork + launchpad
the sale should be happening but i can't see how much was deposit..?

@GaloSwap
Solidly + NFT marketplace
DEX and the LPs are NFTs
📍Launchpads
@SnarkLaunch
no project listed yet. the first one will be their own token

@zkPadOfficial
launchpad token with 119k mcap , might be a meme token claim to be launchpad lol

📍Gamblefi
@Goal3_xyz
Sportsbook gamblefi project
📍Yield
@zkFarm_
Too early, yield aggregator of somesort, no doc

@Sigma_Fund
Yield + launchpad
looks like a PvP farming game where it has 3 different vaults with 1%ROI per day and some exit tax.
If u read till here

subscribe for continous alpha from an animal on twitter
2lambroz.substack.com
Thanks for reading

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More from @2lambro

Apr 3
🔥Create ur own ALPHA 101
How to develop a investment thesis & take action

🐑Lambro 2023 Q1 personal investment thesis review

U will never be alpha if u just listen and follow. Image
Like always, this is not a bullshit theory

It is a actionable guide on how I develop my investment thesis

❗Review of my 2023Q1 thesis on
“DeFi will be the first sector to rebound in crypto”

Unrolled here

2lambroz.substack.com/p/how-to-creat…
❓Why develop ur own investment thesis?

Don’t just listen to me or these crypto youtubers that look like they are getting their 🍑 licked Image
Read 34 tweets
Apr 2
Looking for good protocols in Arbitrum Season?
✅GMX narrative
✅Camelot launchpad Project
✅Dev actually built something & improving
@crypto_linn likes it 😂

Check out @Neutrafinance & their nGLP v2 Image
❓What is Neutrafinance
TLDR
They are a Delta Neutral GLP strategy vault protocol.

Check out more detail from @crypto_linn’s thread
❓Why am i looking at them?
🔹Arbitrum season is here
🔹Trading volume & yields are going up

🔹Their dev actually build, deliver and improve
🔹They work directly with @GMX_IO Image
Read 16 tweets
Mar 27
This Multi Investor Personality theory got me my first 300k in crypto before FTX rug me

Multi Investor Personality will improve ur investing 100x

And here's how you can do it.
Multi Investor Personality is a framework based on different market trend and force u to think in different angles.

In this thread I’ll cover
1️⃣ What is multi personality investing
2️⃣ Why
3️⃣ How to “feel” market trend
4️⃣ Summary

Unroll it here
2lambroz.substack.com/p/multi-invest…
Before reading my free alpha, check out my friends from @LionDEXOfficial

They are a PvP-AMM perp build on @GMX_IO
Read 15 tweets
Mar 24
4 things u Should do with $ARB if you are holding
Take profit without selling or earn some yield while holding?

Lambro got u!

🔥BONUS Content
what is Lambro🐑 personally doing as well
These strategy im sharing includes
1️⃣ Taking profit without selling
2️⃣ Earning yield while holding
3️⃣ Long $ARB cheaper than using Perp n without CEX
4️⃣ My strategy on safely long ETH & Arbitrum ecosystem narrative

📖unrolled here
2lambroz.substack.com/p/4-things-u-s…
1️⃣ Taking profit without selling
So u got the airdrop, want some usdt while enjoy the upside if $ARB moon?

🔹Deposit $ARB on @SiloFinance and borrow $USDC or $ETH

with the cost of 0.93% & 1.28% Borrow APR borrow around 20-30% USDC or ETH on ur $ARB

app.silo.finance/silo/0x0696e68…
Read 15 tweets
Mar 23
ARB Token coming, but are u ready?
Confirm there will be token on NOVA
where can we trade it?

@SushiSwap
@ArbswapOfficial
@MoonsSwap

U should prob send some gas to NOVA

nova.arbiscan.io/address/0xf823…
Read 4 tweets
Mar 22
Real Action u can do about $ARB now
🧏🏻dont just scroll twitter n be a slidedooor

💥Heres a list of things u can do if u want to speculate $ARB
❌Don't just twitter, hv action plan

In this thread
1️⃣ When is the token claimable
2️⃣ Tool to find the best dex n what to look out for
3️⃣ List of CEX with listing time
4️⃣ 5 different Arbitrage & Trading Strategies n Specuation Tools

unroll
2lambroz.substack.com/p/real-action-…
1️⃣When is the token claimable
it should be approx 23rd 12-1pm UTC

arbiscan.io/address/0x67a2…
Read 19 tweets

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