Alright, the V16 deck slides going up. Let's thread this up!
DECASWAP - Decentralised Swaps, building for the next decade. 10B let's go G. The is "North Star".
The Decacorn is the Unicorn Killer (the meta-meme here). This is the antagonist - always useful to play to a storied theme.
DECASWAP - Decentralised Swaps, building for the next decade. 10B let's go G. The is "North Star".
The Decacorn is the Unicorn Killer (the meta-meme here). This is the antagonist - always useful to play to a storied theme.
Yes we do have lawyers lol, but I can still meme them
Crypto is going to 10x in the next decade and CEX have already touched 100B twice. But they're all moving on-chain
- Coinbase, Binance, Kraken, Okex, CryptoCom all have L1/L2 + Self-custody wallet campaigns. Wonder why? Because the regs are tightening and they make more money on-chain.
TON, SOL, BTC, ETH -- 4 majors all with *completely* different architectures. How do you go from SOL to TON in one tx? You can't (today), but users will soon need to.
100m Retail users don't want to touch the protocols - they want a friendly brand to form a relationship with. A brand that wraps Swaps, Yield, Lending, Perps and more in one easy interface (the backend is all of DeFi's multi-chain products).
This is the Opportunity.
- Coinbase, Binance, Kraken, Okex, CryptoCom all have L1/L2 + Self-custody wallet campaigns. Wonder why? Because the regs are tightening and they make more money on-chain.
TON, SOL, BTC, ETH -- 4 majors all with *completely* different architectures. How do you go from SOL to TON in one tx? You can't (today), but users will soon need to.
100m Retail users don't want to touch the protocols - they want a friendly brand to form a relationship with. A brand that wraps Swaps, Yield, Lending, Perps and more in one easy interface (the backend is all of DeFi's multi-chain products).
This is the Opportunity.
We came across KyberSwap - a blue chip asset that is also a Top 3-5 Aggregator (by volume) but does not have a huge moat. Why not? And why is its price so undervalued? Could we do something with it? Re-brand, Re-energy, Re-direction?
Everything I'm about to show you is ridiculous. You can't rely on a first-project first-cycle founder to pull this off.
You need a high-entropy counter-normal multi-cycle founder that is tolerant of chaos and can get in the arena.
That's me. You will be trusting my execution ability to navigate the dynamics. There is no other way.
You need a high-entropy counter-normal multi-cycle founder that is tolerant of chaos and can get in the arena.
That's me. You will be trusting my execution ability to navigate the dynamics. There is no other way.
===pause whilst I fire off this thread on dodgy plane wifi so it doesn't get lost===
Ok, DEX today is multi-layered. Users connect their wallets to interfaces, and swap through aggregators which route liquidity over protocols.
Some products (uniswap) vertically integrate the entire stack, but that's dangerous IMO. To minimise the attack surface, avoid owning the liquidity layer and definitely don't run the protocol layer - that should exist by itself. Else it can be captured. (many examples).
Let aggregators wrap any protocols needed; abstract it out for the user.
Some products (uniswap) vertically integrate the entire stack, but that's dangerous IMO. To minimise the attack surface, avoid owning the liquidity layer and definitely don't run the protocol layer - that should exist by itself. Else it can be captured. (many examples).
Let aggregators wrap any protocols needed; abstract it out for the user.
But this is the problem. And why we don't have a giant cross-chain brand to compete with CEX.
There's way too much dilution and competition. Users stay away and aggregators have to compete on price and a race to zero.
Interfaces can have a giant moat (a lot of users), but struggle to monetise them.
Aggregators have good value-accrual, but no moat. (They're not sticky).
There's way too much dilution and competition. Users stay away and aggregators have to compete on price and a race to zero.
Interfaces can have a giant moat (a lot of users), but struggle to monetise them.
Aggregators have good value-accrual, but no moat. (They're not sticky).
What is required?
A mega-interface connected to a mega-aggregator, natively cross-chain. A huge budget to get 100m users and push them thru a giant multi-chain multi-product all-in-one aggregator that charges healthy margins.
- bridging
- swapping
- yielding
- lending
- and more
Also - let's fix self-custody at the same time - so users stop losing money!!! That's the biggest turn-off. That's the @Vultisig standard.
A mega-interface connected to a mega-aggregator, natively cross-chain. A huge budget to get 100m users and push them thru a giant multi-chain multi-product all-in-one aggregator that charges healthy margins.
- bridging
- swapping
- yielding
- lending
- and more
Also - let's fix self-custody at the same time - so users stop losing money!!! That's the biggest turn-off. That's the @Vultisig standard.
Who's gonna do this!??!
Me and the crew 🫡
We're all gonna do this together. It is a huge lift.
Me and the crew 🫡
We're all gonna do this together. It is a huge lift.
===pls don't drop my threads inmarsat===
Ok so how. I want to build 10x faster than anything before.
To create a long-lasting project I need
1) Momentum
2) Liquidity
3) Fundamentals
Then push that into a Product (platform).
To get Momentum we're going to Vampire Attack (how fun) all of DeFi.
To get Liquidity we will use the vehicle available to us (KNC)
To get Fundamentals we will merge 10+ DeFi projects together by doing FDV swaps into a single giant project.
Then we build,
To create a long-lasting project I need
1) Momentum
2) Liquidity
3) Fundamentals
Then push that into a Product (platform).
To get Momentum we're going to Vampire Attack (how fun) all of DeFi.
To get Liquidity we will use the vehicle available to us (KNC)
To get Fundamentals we will merge 10+ DeFi projects together by doing FDV swaps into a single giant project.
Then we build,
PREPARE TO GET VAMPED!!!
Let's kick of DeFi Summer 2.0 with Memes, Money and Momentum.
The best memes have the shortest circuit between the narrative and the name. So let's just call this thing what it is.
It's time to channel all that negative energy from rugging founders, captured DAOs, no fee-switching, "stupid governance tokens" etc.
We need to create more noise than celebs rugging their stupid memecoins (50Cent, Iggy, AndrewTate, PharmaBro... list goes on).
Let's kick of DeFi Summer 2.0 with Memes, Money and Momentum.
The best memes have the shortest circuit between the narrative and the name. So let's just call this thing what it is.
It's time to channel all that negative energy from rugging founders, captured DAOs, no fee-switching, "stupid governance tokens" etc.
We need to create more noise than celebs rugging their stupid memecoins (50Cent, Iggy, AndrewTate, PharmaBro... list goes on).
Vampire attacks work.
Sushiswap hit 5B in 6 months by playing the narrative "uniswap won't release a token".
Aerodrome vamping Uniswap on Base right now with the narrative they have better LP incentives (they do).
Sushiswap hit 5B in 6 months by playing the narrative "uniswap won't release a token".
Aerodrome vamping Uniswap on Base right now with the narrative they have better LP incentives (they do).
What if we did it 10x bigger? Can we hit 10B in short order?
What if we attacked everything in a 2-week rotating attack stream. Analyse the victim, Scheme the plan, Launch the Attack, Switch, Repeat.
We'd use Social Attacks, Governance Attacks, LP Migration Attacks and more.
(note: I use the term Attack loosely here, it's just a game of chess really- we make our move, the other protocol should make their move - may the best win!)
The KPI here is not TVL acquired, it's purely "Chaos Per Second". We want to be countered in a giant protocol-to-protocol arena to stimulate the attention. We will be deliberately provocative purely to awaken the industry again.
Think of it like WWF wrestling - it's all fake, but it's highly entertaining. This should be treated the same.
But I still want to win hahaha
What if we attacked everything in a 2-week rotating attack stream. Analyse the victim, Scheme the plan, Launch the Attack, Switch, Repeat.
We'd use Social Attacks, Governance Attacks, LP Migration Attacks and more.
(note: I use the term Attack loosely here, it's just a game of chess really- we make our move, the other protocol should make their move - may the best win!)
The KPI here is not TVL acquired, it's purely "Chaos Per Second". We want to be countered in a giant protocol-to-protocol arena to stimulate the attention. We will be deliberately provocative purely to awaken the industry again.
Think of it like WWF wrestling - it's all fake, but it's highly entertaining. This should be treated the same.
But I still want to win hahaha
We're sitting on a "Next Gen AMM" purpose-built for VAMPING.
We're literally calling it VAMM V1. It's a low-maintenance CLAMM with auto-compounding fees, liquidity Zaps and built for farming.
We will deploy to L1, L2, then port to Solana and more.
We're literally calling it VAMM V1. It's a low-maintenance CLAMM with auto-compounding fees, liquidity Zaps and built for farming.
We will deploy to L1, L2, then port to Solana and more.
Summary - RAISE, ATTACK, MERGE, ENDGAME
We need to shock the market. We need to intimidate everyone and get their attention. Hence the $30m-$50m raise.
I want the headline "DeFi Avengers Raise $50m to Vampire Attack All of DeFi"
Can you imagine the salt!!!
But VAMPING is just our momentum play, we need to converge it into our LIQUIDITY play.
We need to shock the market. We need to intimidate everyone and get their attention. Hence the $30m-$50m raise.
I want the headline "DeFi Avengers Raise $50m to Vampire Attack All of DeFi"
Can you imagine the salt!!!
But VAMPING is just our momentum play, we need to converge it into our LIQUIDITY play.
===posting===
Ok so the number 1 question - What is up with the 3 tickers?!?
VAMP is horizontally merged into KNC which is then rebranded into DECA.
This is all done via on-chain governance. In the process the momentum of VAMP gets pushed into the LIQUIDITY of KNC, which is then REBRANDED into DECA to shed layers of chaos, hangover and liability.
Then we get to build out our product with a clean-sheet brand.
10x faster!!!! #accelerate
VAMP is horizontally merged into KNC which is then rebranded into DECA.
This is all done via on-chain governance. In the process the momentum of VAMP gets pushed into the LIQUIDITY of KNC, which is then REBRANDED into DECA to shed layers of chaos, hangover and liability.
Then we get to build out our product with a clean-sheet brand.
10x faster!!!! #accelerate
So we're only at Stage 3 haha. Keep following.
At the same time as we're having fun with the VAMPING, we have spooled up a world-class M&A team to approach high-quality projects and merge them in.
We want a full-stack product suite with everything you will need from a GIANT DECONSTRUCTED CEX.
Full-stack products and services. Built for 100m users.
Then we push those users thru a giant cross-chain aggregator that abstracts all of DeFi and charges healthy margins.
done!
At the same time as we're having fun with the VAMPING, we have spooled up a world-class M&A team to approach high-quality projects and merge them in.
We want a full-stack product suite with everything you will need from a GIANT DECONSTRUCTED CEX.
Full-stack products and services. Built for 100m users.
Then we push those users thru a giant cross-chain aggregator that abstracts all of DeFi and charges healthy margins.
done!
We are currently being flooded by inbound merge targets.
A huge cadre of quality projects with excellent founders. However the market has moved on from them and their chart sucks. Sentiment leads Price, and sentiments are bad. These founders don't want to rug, leave or abandon their projects, but hope is bleak.
What if we offered them planned obsolescence (such as what I did with THORChain)? Merge in the FDV, delist the old token, share the infra, share the resources. Trim out the fat, focus on a single jigsaw piece.
A huge cadre of quality projects with excellent founders. However the market has moved on from them and their chart sucks. Sentiment leads Price, and sentiments are bad. These founders don't want to rug, leave or abandon their projects, but hope is bleak.
What if we offered them planned obsolescence (such as what I did with THORChain)? Merge in the FDV, delist the old token, share the infra, share the resources. Trim out the fat, focus on a single jigsaw piece.
This is already outdated (based on my inbounds), but combined, the numbers are extremely impressive. True fundamentals.
The project gets momentum and liquidity, DECASWAP gets to build 10x faster.
Remember - all of these products are thin clients. As long as they match the brand style and domain, users bring their own wallets, and the client pings the same aggregator. It really is plug-and-play.
The project gets momentum and liquidity, DECASWAP gets to build 10x faster.
Remember - all of these products are thin clients. As long as they match the brand style and domain, users bring their own wallets, and the client pings the same aggregator. It really is plug-and-play.
So how do we merge?!?!
We negotiate, make an offer. Project accepts (there is always a price).
DECA consolidates Treasury, Socials, Infra. Tokenholders swap on a cliff+vesting period. During which they get migrated over to a new brand and interface. This is the opportunity to "re-brand and re-meme" them. It's an activation process.
Hint: @vultisig will be the preferred wallet of choice here ;)
We negotiate, make an offer. Project accepts (there is always a price).
DECA consolidates Treasury, Socials, Infra. Tokenholders swap on a cliff+vesting period. During which they get migrated over to a new brand and interface. This is the opportunity to "re-brand and re-meme" them. It's an activation process.
Hint: @vultisig will be the preferred wallet of choice here ;)
Stage 4! Build
I will "lead" alongside the leads of the merged projects. Each project gets a budget and a laser-focussed product/service to focus on.
It will be a flat structure. I will be the go-between and overall project lead, but if you have worked with me over the last 6 years, you know that I do not rail-road or oppress. I work generously alongside. Plenty of my founder-friends will vouch for me here.
In return we get to consolidate and focus! Trim the fat!
With a consolidate treasury we can also afford "the nice things" such as marketing, KOL, PR and more.
I will "lead" alongside the leads of the merged projects. Each project gets a budget and a laser-focussed product/service to focus on.
It will be a flat structure. I will be the go-between and overall project lead, but if you have worked with me over the last 6 years, you know that I do not rail-road or oppress. I work generously alongside. Plenty of my founder-friends will vouch for me here.
In return we get to consolidate and focus! Trim the fat!
With a consolidate treasury we can also afford "the nice things" such as marketing, KOL, PR and more.
Ok - regulatory risk?
1) The interfaces are thin clients that get to choose who to do business with, and because it has centralised distribution channels (app stores and websites) it will respect the laws of the countries it works in.
2) It is not a founding project, it sheds the liability of the founders actually.
3) Everything done via on-chain governance!
1) The interfaces are thin clients that get to choose who to do business with, and because it has centralised distribution channels (app stores and websites) it will respect the laws of the countries it works in.
2) It is not a founding project, it sheds the liability of the founders actually.
3) Everything done via on-chain governance!
Summary
4-stage rocket to achieve MOMENTUM, LIQUIDITY, FUNDAMENTALS and PRODUCT.
But in true ACCEL style- just 10x faster ahahah
#accelerate
4-stage rocket to achieve MOMENTUM, LIQUIDITY, FUNDAMENTALS and PRODUCT.
But in true ACCEL style- just 10x faster ahahah
#accelerate
VAMP TOKENOMICS
55% - Vampire Incentives for the attacks and early acquisitions.
30% - SAFT $30m at $100m FDV
10% - Dev Fund to provide incentives (KOL, MM, Team, ETC)
5% - incentivised Pool2 for liquidity
55% - Vampire Incentives for the attacks and early acquisitions.
30% - SAFT $30m at $100m FDV
10% - Dev Fund to provide incentives (KOL, MM, Team, ETC)
5% - incentivised Pool2 for liquidity
$30m min, $50m max
Now is the time!!!
Let's get it!!!
Let's get it!!!
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