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Aug 9 โ€ข 10 tweets โ€ข 4 min read Twitter logo Read on Twitter
BASE Mainnet Starts Tomorrow - Projects will be Launching at Low Valuation

Here are the Top Projects on BASE that could Pump Massively

[โš ๏ธ๐–๐€๐‘๐๐ˆ๐๐†: ๐๐”๐‘๐„ ๐”๐๐€๐ƒ๐”๐‹๐“๐„๐‘๐€๐“๐„๐ƒ ๐€๐‹๐๐‡๐€ - ๐ƒ๐„๐†๐„๐ ๐€๐‹๐๐‡๐€] Image
1. @Baso_Finance

The First Solidly Fork on Base. For New Eco, Solidly Fork tend to attract TVL from Traditional DEXs due to its Flywheel

WL Launch is Coming in ~5 hrs
Valuation: $60k MCap at $600k FDV
Hardcap: 30 E
Allo: 3 E per Wallet

1/ Image
2. @B_OHMstrong

We all know (3,3) model itself without the ve doesn't work. But that doesn't mean it wouldn't pump hard

Public TGE today at 19:00 UTC
Presale of 30 E was filled in 7 mins
TGE will be on @BaseSwap_Fi

2/ Image
3. @BaseCasinoBot

First TG Crypto Casino on Base - Will come out with 6 games.

Fair Launch Today (Couldn't find the exact timing)

3/ Image
4. @aerodromefi

@VelodromeFi cousin on Base. 40% Supply will be Airdropped to veVELO lockers. There's currently no official announcements on wen TGE yet

Expecting "Soon"

5/ Image
5. @basetrade_xyz & @BMXonBase

Both Perp DEXs Launching on Base. Base Trade's Dapps Live on Testnets

Expecting the Launch to be "Soon"

6/ Image
Honorable Mentions to

โ€ข @BaseSwap_Fi #1 TVL DEX on Base ($20M TVL) โžจ Tokens still trading at extremely low FDV/TVL

โ€ข @perpboost First Aggregator & P2P Perps utilizing LSDs as Collateral โžจ Launched yesterday and has been performing very well

7/ Image
REMINDER TO DYOR BEFORE APEING

Thanks for reading till the end. Here's a ๐Ÿฅ”

Follow me @Defi0xJeff for more Alpha & Analysis.

Like/Retweet the first tweet below if you can:
Tagging Chads
@NekozTek
@defidami
@0xAlan_
@TraderKoz
@0xNoFacex0
@CoinGurruu
@crypto_linn
@0xSalazar
@matrixthesun
@VirtualKenji
@poopmandefi
@the_smart_ape
@CryptoGideon_
@Moomsxxx
@ChillTRD
@blocmatesdotcom
@0xTindorr
@CryptoShiro_
@2lambro
@Haylesdefi
@CryptoNikyous
Early Rounds tend to catch bids very fast - they either have limited WLs or it's FCFS with Small Max Cap

Best Play for People who aren't at their Desktop all day is to monitor the TGE timing and ape upon launch

If you can get in within the first 30-60 mins of the launch ofโ€ฆ twitter.com/i/web/status/1โ€ฆ

โ€ข โ€ข โ€ข

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More from @Defi0xJeff

Jul 12
Yall Remember @LodestarFinance ?

- The Arbitrum-Native Money Market / Defi Lending with $30M+ in TVL
- The Coin that ser @LouisCooper_ & I bought at $1+ and became bagholders

Well... there's a Catalyst that could propel $LODE to $1+ again

๐ŸงตUpdate on ๐‹๐จ๐๐ž ๐’๐ญ๐š๐ค๐ข๐ง๐ 
For any Arbitrum Degens that have no idea what Lode is, shame on you!

Just kidding, I've written an overview piece, detailing the USPs and Comparables Analysis of Money Markets below



1/
A lot has changed since I first wrote the Lodestar thread

Narratives on Arb shift from Camelot's Launches to Arbitrum OGs to GMD Launches to New Shiny Coins

Money markets landscape has shifted from traditional Defi Lending to more Leverage Farms moving into the space

2/
Read 12 tweets
Jul 7
Arbitrum has been a playground for Defi Innovations

Trading Arb Altcoins have shifted from buying & holding ๐€๐ซ๐›๐ข๐ญ๐ซ๐ฎ๐ฆ ๐Ž๐†๐ฌ to rotating between ๐’๐ก๐ข๐ง๐ฒ ๐๐ž๐ฐ ๐‚๐จ๐ข๐ง๐ฌ

๐Ÿงต Here are ๐“๐จ๐ฉ ๐Ÿ“ ๐’๐ก๐ข๐ง๐ฒ ๐๐ž๐ฐ ๐‚๐จ๐ข๐ง๐ฌ (from the past month) that can 10x

0/9
Before we dive in, the criteria that I've chosen for these picks are

- New tokens that recently launched or pumped in 2-3 months
- Projects with actual products out
- Projects that has their own key differentiation / USPs
- Projects whose PA has heavily retraced

1/9
$GHA - @GhastProtocol

What: Money Market for GMD GND Ecosystem
Why Pumped: GMD Launchpad Hype, Synergies with GMD Eco

Despite getting heavily sold off due to sloppy UI/UX & lack of communication, the team continues to ship. gETH & GMX v2 as catalyst

TVL $1.5M & MCap $800k

2/9
Read 12 tweets
Jun 24
We have so many L2s & so many new chains

Some took off because of Innovations & Community @Arbitrum

Some just struggled to keep up @Aptos_Network @SuiNetwork

Here's Why @0xMantle Will Take Off

Giga ๐Ÿงต ๐•๐š๐ฅ๐ฎ๐ž ๐๐ซ๐จ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐จ๐Ÿ ๐Œ๐š๐ง๐ญ๐ฅ๐ž Part 1

Let's Go ๐Ÿ‘‡
This will be a two-parts thread
Part 1: Value Propositions
Part 2: Mantle Ecosystem

Key Qs that I'll be trying to answer

Part 1
- How's Mantle different from other L2?
- Why would users or devs use Mantle?

Part 2
- What are the projects on Mantle?
- What to do on Mantle?

1/19
Before we dive right into Mantle, let's recap why we need L2s

Ethereum is like a toilet in Singapore - it's safe, clean, and anybody can poo or pee

Then comes along more people wanting to poo & pee, queue becomes longer, toilet holes get clogged up, ppl can't poop

2/19
Read 22 tweets
Jun 22
While this is early to say, Stella has a great likelihood of making a comeback due to

โ€ข Novel Leverage Farming Product (PAYE Model)

โ€ข Global & Thai Community of DeFi Users

โ€ข Experienced Team @tascha_panpan & @n1punp

22/30
4๏ธโƒฃ Competitive Landscape

Key Comps

โ€ข Rodeo Finance
โ€ข Steadefi

Each of them has different focus

- Rodeo on Degen Strats
- Steadefi on Risk-adjusted Strats
- Stella on Univ3 LP Strats (+ More Degen Strats & Integration w/ TraderJoe SOON)

23/30
I've outlined the landscape in detail here (in Rodeo Finance thread)



24/30
Read 12 tweets
Jun 22
From Being The ๐…๐ข๐ซ๐ฌ๐ญ ๐Œ๐ฎ๐ฅ๐ญ๐ข-๐‚๐ก๐š๐ข๐ง ๐‹๐ž๐ฏ๐ž๐ซ๐š๐ ๐ž๐ ๐…๐š๐ซ๐ฆ๐ข๐ง๐  Protocol

To Embracing the Inner Degen, Launching on Arbitrum with Stella

@Stellaxyz_ is Set to Revolutionize Leverage Farming Scene thru Pay-as-You-Earn Model (PAYE)

Let's Take a Look ๐Ÿ‘‡

0/30
We'll be Covering

1๏ธโƒฃ What's Stella?
2๏ธโƒฃ Value Propositions
3๏ธโƒฃ Tokenomics
4๏ธโƒฃ Competitive Landscape
5๏ธโƒฃ Narratives & Sentiment

6๏ธโƒฃ Arbitrum Launch
7๏ธโƒฃ Risks
8๏ธโƒฃ My Thoughts & The Play

But before we dive right into "What's Stella?" Let's rewind back to how it started

1/30
0๏ธโƒฃ Prelude - The Beginning

Launched on Binance Launchpad in 2020,

Stella (Previously Alpha Finance) aims to be the forefront DeFi lab by building and incubating many DeFi products and ecosystems

Creating products that maximize returns while minimizing risks for users

2/30
Read 21 tweets
Jun 9
Lybra went parabolic by being the First LSD Stablecoin

USH attracted a lot of attention by being the First Basket of LSD Asset

@swellnetworkio may not be the First Liquid Staker but it may be One Worth Keeping an Eye on

Here's Why ๐Ÿ‘‡

0/12 Image
Before we dive in, here's a Quick Primer on LSD & LSDfi for those who are new to the sector



1/12
The Top LSD Providers have one thing in common

They're ๐˜ƒ๐—ฒ๐—ฟ๐˜† ๐—ฒ๐—ฎ๐—ฟ๐—น๐˜† to offer Liquid Staked ETH

โ€ข Lido went live in 2020
โ€ข Rocket pool went live in 2021

The value proposition is that you can have as little as 0.01 ETH but you can get ETH staking returns of 9%+

2/12 Image
Read 16 tweets

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