DeFI Saint 🦇🔊 Profile picture
Sep 6 20 tweets 4 min read Twitter logo Read on Twitter
To make the biggest Gains in crypto, you have to front-run the narratives.

$GMX led the Derivatives narrative

$LDO led the LSD narrative

$LBR led the LSDFI narrative

Want to find out the next narrative and who will lead? Let's dive:🧵 Image
1/18

The next big narrative following LSDFI will be the LPDFI narrative, and @Logarithm_fi is pioneering this.

How early are we?

Very early as Logarithm Finance doesn't have a token yet, but its token is already confirmed $LOG.
2/18

Here's everything we need to know about the LPDFI narrative and Logarithm

LPDFI (Liquidity Providing Derivatives Finance)

Just like how LSDFI is getting the best out of LSDs, LPDFI is getting the best out of LPDs.
3/18

LPDs leverage users' LP positions to build products on top of it (options, yields, Perps, and more).

It's opening whole new opportunities for users' LP positions in Uniswap V3 (or similar type AMMs) instead of users' LP positions sitting idle.
4/18

In summary, what Gamma Strategies is to LPs is what Logarithm FInance is to the user's LP position.

Looking more into the Logarithm approach to LPDFI, Logarithm Finance aims to be the liquidity hub for LPDs.
5/18

It aims to do this by leveraging Delta Neutral Strategies while minimizing volatility and maximizing yield for these LPs. Image
6/18

Logarithm Finance routes LP tokens via other LPDFI protocols to farm boosted yields and bootstrapping liquidity to these protocols.

The Logarithm Finance Liquidity Shell is making this a reality. Image
7/18

Just like yield aggregator, Logarithm Finance sources across different LPDFI protocols to maximize yields for its users at that instant time and, in turn, creates seamless access to liquidity to these LPDFI protocols and Uniswap V3.
8/18

These LPDFI protocols include:

• @panoptic_xyz
• @smileefinance
• @Infpools and more
9/18

Let's take a good look at Nautilus Vault, which is Logarithm Finance’s core product and one of the features of its liquidity shell which supercharges its vision of offering Market Making as a Service 👀 Image
10/18

The nautilus vaults manages uni v3 CL positions and opens a short on a perp dex (GMX) to hedge the volatile asset and ensure no IL while earning the fees.
11/18

Looking at an LP-centric approach, Logarithm Finance also fits in LAAS (Liquidity as a Service), Just like CLMs like Gamma Strategies, Dyson, DeFI Edge, and more.
12/18

In the future, the Nautilus Vault expand to other Concentrated Liquidity AMM DEXes like Chronos and more, also down to other chains as well.

Talking about how Logarithm Finance will bring these real yields to users, it's keen to know where these yields come from:
13/18

• LP fees from Uniswap V3
• LP fees from LPDFI protocols
• Logarithm Incentives for LPs in $LOG
• Token emissions from LPDFI projects

Logarithm Finance, with its backtest, has proven the authenticity of these yields with an 11.8% APY.

14/18

Can't wait for the launch; it's keen to know that Logarithm Finance Beta has already been announced and will be coming soon.

15/18

Logarithm Finance token $LOG is also confirmed; there are not many details on the tokenomics distribution yet, but Logarithm Finance will be conducting a private sale for its token.

You can join the discord to get early access to the beta to stay ahead of the curve.
16/18

LPDFI narrative is promising, and the future of Logarithm Finance is already set.

A lot of exciting things are coming on the roadmap. Image
17/18

You missed the LSDFI narrative, I bet you wouldn't want to miss this.

I always analyze projects and place my bet on projects with multiple narratives.

Logarithm Finance is definitely one to keep an eye on; why?
18/18

Fits in Multiple narratives

• LPDFI
• MMaaS (Market Making as a Service)
• LaaS (Liquidity as a Service)

That's all for today.
If you love this thread, give a like and retweet to this first post and also follow me @thedefisaint for more Insights.

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More from @TheDeFISaint

Sep 5
RWA could fuel the next 100x narrative.

At a $1.35 billion market cap, RWAs have not witnessed its best time yet.

.@Creditcoin is one of the few blockchains to popularize this narrative.

Let's explore how RWA is gaining mass adoption with Creditcoin: 🧵 Image
1/

The RWA market is a rapidly evolving sector in DeFi, but enthusiasts continue to limit its definition to tokenizing off-chain assets.

RWAs span a wider spectrum ranging from tokenizing physical assets to protocols bringing yield from assets related to physical activities.
2/

The aim of RWAs is to connect TradFi with DeFi by bridging any form of physical asset on-chain in as much as the existence of such an item can be proven.

We’re increasingly seeing protocols like Maker collateralizing RWAs to mint DAI.

Read 36 tweets
Aug 2
The CT is always late to narratives.

I delved into Paradigm research to help you front-run a future narrative

“Intent-Centric”

Here's all you need to about "Intent-Centric" and some key players leveraging that: 🧵 Image
1/27

DeFI keeps getting matured day by day, the current state of DeFI since inception hasn't remained the same till today.

Everyday we see new narratives emerge and they come and go, some being impactful while some being a chamber for malicious actors profiting off retail.
2/27

"Intent-Centric" is what will change DeFI forever, it'll give the whole DeFI a seamless CeFi-like experience and more.

The average DeFI user doesn't know their way around many Protocols or some strategies to play around like some DeFI experts.
Read 29 tweets
Jul 28
Just Unifying Liquidity alone has solved 50% of DeFI's challenges.

This is the vision of Omnichain.

Many have attempted this but failed, but one who scales this will attract the largest share of DeFI's Liquidity

After several hrs of research, here's a leap to this future:🧵 Image
1/34

The past

Major problems are needed to solve in DeFI before mass adoption is certain.

This talk has been ongoing for ages, but it is easier said than done. Every day we see new chains launch and an ecosystem is formed with 50+ projects under them.
2/34

201 chains and counting seems crazy Image
Read 36 tweets
Jul 25
Mantle Mainnet is live.

Mantle will become the first Modular Rollups to leverage EigenLayer DA.

Originally incubated by BitDAO, and now existing as the "Mantle Ecosystem" with $2.5B in treasury.

Let's explore the endless opportunities in this Ecosystem: 🧵 Image
1/24

The future is already moving towards Vitalik's triangle. Image
2/24

To onboard the next billion users to DeFI, we have to move towards L2 scaling.

Mantle is already building this future, and its approach aims to achieve hyper-scalability while offering low fees.
Read 26 tweets
Jul 22
I don't normally write Airdrop threads, but my Mega Airdrop strategy always works like Magic.

$3B+ tokenless Chains and Protocols.

A share to capture at least $50k+

13 birds + 1 Stone, A cheat strategy: Image
1/11

$1k has always been recommended for Airdrops, but seems too little now.

The more money, the more volume, the more Airdrops

1 $ETH+ recommended
2/11

Bridge $ETH to Starknet using

Make Swaps using https://t.co/xFOuNIZXlB and https://t.co/5e8TbgVcWAstarkgate.starknet.io
myswap.xyz
10kswap.com
Read 13 tweets
Jul 21
What will onboard the next billion waves of users to Web3?

Account Abstraction is a good one, but has been talked about for a while;

Here’s a new concept, “Chain Abstraction.”

I found one project that leverages this and is backed by @BinanceLabs.

Let’s fish this gem: Image
1/27

There are many problems we need to solve before mass adoption.

Chain Abstraction, simply put, deals with the internal information of each chain, such as Gas fee, native Token, etc., and eliminates the need to differentiate chains for users.
2/27

Why is chain abstraction important?

1. better user experience
2. liquidity aggregation
Read 29 tweets

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