Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Taiki Maeda Profile picture
@TaikiMaeda2
Jul 3, 2024 • 1 tweets • 1 min read • Read on X
Now $MANTA joins the party as an L2 that sinks below the $1B FDV mark. Expect this to go lower as their TVL has fallen to sub-$50M (!!!)

The VC/KOL meta for funding vanilla L2's is coming to an end. This is healthy. Let's start funding apps for once.
Image

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Taiki Maeda

Taiki Maeda Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @TaikiMaeda2

Taiki Maeda Profile picture
Mar 19
Crypto Market Wizards interview transcript with @0xENAS

In this exclusive interview, he shares hard-earned lessons on risk management, bet sizing, and cutting losses. A must-read for any serious trader! 📉📈👇 Image
Image
Image
Read 11 tweets
Taiki Maeda Profile picture
Mar 18
Crypto Market Wizards transcript with @goodalexander

Alex discusses the lessons he learned from Soros such as risk management and portfolio sizing.

We also discuss how to find edge in the markets, and what it takes to succeed as a trader. Image
Image
Image
Read 12 tweets
Taiki Maeda Profile picture
Mar 17
Crypto Market Wizards transcript with @izebel_eth

Jez reflects on past blow-ups, recovery, and why he favors the "All-in Fullport" approach to trading crypto.

Jez also compares crypto to an MMORPG and shares advice for aspiring traders. Image
Image
Image
Image
Image
Image
Image
Image
Image
Read 5 tweets
Taiki Maeda Profile picture
Sep 12, 2024
While everyone is doomposting, I firmly believe that we are in the early innings of a DeFi Renaissance.

I believe the market is sleeping on DeFi which creates huge opportunities for those paying attention.

Here's why I'm betting on a $UNI fee switch ahead of the V4 upgrade. Image
In this post I will discuss the following:

1) Why the DeFi Renaissance is Here
2) Why the Market is Overlooking the Probability of a $UNI Fee Switch
3) Explaining the Trade: Buying the Rumor on UniV4
4) Addressing your Potential Counterarguments

Let's dive in.
If you want to see my initial $AAVE call back in July, make sure to check out my thesis for the beginning of the DeFi Renaissance:
Read 32 tweets
Taiki Maeda Profile picture
Jul 29, 2024
I believe we are approaching a period of DeFi renaissance after 4+ years of extreme underperformance.

A lot of these DeFi OGs are now in the category of "high float, low FDV" coins with strong catalysts on the way.

Here's why I believe $AAVE @aave is poised to outperform Image
This thread will be spread into two sections:
1) Addressing the elephant in the room: the AAVE/ETH pair has been bleeding endlessly for years, what makes me think the bottom is in?
2) What's the significance of the most recent AAVEnomics update with the $AAVE fee switch?
If you prefer learning about the $AAVE thesis in video form, check out the post below.

Read 18 tweets
Taiki Maeda Profile picture
Jan 30, 2024
The Midcurve Airdrop Fallacy

The mental hurdle that prevents people from picking up money on the floor.

Might be another long read but let's get started! 🧵 Image
Everyone’s talking about airdrop farming. And how can you blame them?

Instead of paying $50 gas fees to swap assets on ETH mainnet, we’ve seen people turn $50 into $10,000 by staking $SOL with Jito.

Trojan horse for crypto adoption.
We should be celebrating this! Small fish finally have a way of 10-100x their accounts without having to take on significant risk.

It's also less "PvP" in the sense that users are rewarded for on-chain activity, not pumping and dumping random tickers on each other.
Read 18 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(