Tindorr 🚢 Profile picture
Crypto Narratives & Alphas & Investment Strategies | Help my network build systematic investment | Product manager Raw thoughts: https://t.co/dCCkPtrcwA
tukan.azero|🇵🇱|AØ💫| APE #2043 🙈 Profile picture ger🦇🔊 .lens Profile picture Julius 🇻🇳 Profile picture Antonello Grimaldi Profile picture ⛩️u_sagi Profile picture 8 subscribed
Apr 22 12 tweets 4 min read
1/ Automated airdrop farming is the secret tool to multiply rewards.

It's effective and scalable, but not everyone has access to it.

@zkAutomate is a scalable no-code platform for airdrop farming, trading, DeFi management.

Here's how you can benefit from this tool: Image 2/ Problem:

Crafting scalable airdrop farming strategies is very hard.

Using a third-party service? It's too risky to let them access your funds.

Leveraging automated strategies at scale is almost impossible for average users.
Apr 15 11 tweets 4 min read
1/ #RUNES ecosystem is a 100x opportunity that is starting in 4 days.

Early users will enjoy the ride, and you should not miss it.

Here are essential things about Runes before its launch.

🧵 (ELI5 version) Image 2/ What's Runes?

Runes is not a project or token. It's a protocol on Bitcoin.

Projects are building on this protocol, and they will launch tokens you can trade after the Bitcoin Halving.

That's the most important thing degens should understand.
Apr 10 13 tweets 3 min read
YT trading on @pendle_fi is the most profitable DeFi strategy this season.

If you still don't know where to start, I've got you covered before it's too late.

🧵 on YT trading (ELI5 version) + My left-curve farming strategy on #LRT protocols. Image You've been reading threads about Pendle a thousand times.

Yet, you still forget how YT works and how to come up with ROI.

This is why I made this thread to recap my understanding + my strategy.
Mar 26 9 tweets 3 min read
Some people might overlook @magpiexyz_io due to the complexity of understanding all the subDAOs.

That's why I enjoy exploring this beta and undervalued play.

Quick 🧵 outlining my mental model for this ecosystem: Image Magpie's vision is to maximize DeFi yield on multiple key ecosystems in crypto industry. So far, we have:

@Penpiexyz_io on Pendle
@Cakepiexyz_io on Pancakeswap
@Eigenpiexyz_io on EigenLayer
@Radpiexyz_io on Radiant

Let me explain the mental model: 👇🏻 Image
Mar 17 14 tweets 4 min read
AI & Gaming are the hottest narratives in this bull run.

The best part? We are still EARLY.

And a DePIN project that supports this growth will be worth BILLIONS.

🧵 on Potential of AI & Gaming Infrastructure + A way to get into a DePIN project as an early adopter. Image Before we start, make sure you subscribe to Tindorr's Burrito, my new TG channel:

I'll be sharing quick thoughts and time-sensitive opportunities on that channel since I don't want to spam everything on this feed. Image
Feb 27 12 tweets 3 min read
.@KelpDAO is going to launch $KEP on 28 Feb.

This is going to make the LRT landscape even more competitive.

A short 🧵 on my strategy for how to capitalize on $KEP: A Quick Refresher:

Kelp is a Liquid Restaking Protocol (LRP) which issues $rsETH as a Liquid Restaking Token (LRT) for restakers.

Now it has become the third-largest Liquid Restaking Protocol with $572M in TVL.

The newest updates from Kelp are ✅ #nLRP and ✅ $KEP Image
Feb 13 16 tweets 4 min read
Perps trading protocols need to be really innovative to win.

And I think those that solve the funding rate problem will be one of the winners.

Introducing "Perps - Built Through Looping"

🧵 on how it works and my strategy to farm points and maximize APR.

1/16 Image This thread will cover:

1️⃣ Current Pain Points
2️⃣ Solution: Perps - Built Through Looping
3️⃣ Point System
4️⃣ Tindorr's Dual Point Farming Strategy

2/16
Feb 12 10 tweets 4 min read
The gaming narrative in this cycle is real.

I've tried playing the game myself, and the standard of game quality is phenomenal.

If you want to know what I'm monitoring, here are 6 gaming projects you should start following:
🧵 Image The reason I decided to write this thread is because I've been monitoring charts of gaming tokens for a while.

And the momentum is starting.

None of the content in this thread is sponsored. So please DYOR and enjoy.
Feb 3 19 tweets 6 min read
Liquid Restaking is the narrative you cannot fade.

And @puffer_finance is the fastest-growing Liquid Restaking Protocol (#LRP) in the area. $300 million TVL in 3 days.

A 🧵 on everything about this innovative LRP fish 🐡 : potential, tech, airdrop

(ELI5, bookmark this.)

1/19 Image This thread is the first episode of my LRT War collection.

I will be posting content about my thoughts on interesting protocols and how I envision the outcome of this narrative.

Make sure you like and follow to stick around.

2/19
Jan 25 20 tweets 6 min read
One of the best DeFi innovations so far in 2024 could be:

@InitCapital_ - The Liquidity Hook Money Market

It's gained massive attention and skyrocketed to become the largest money market on Mantle within 24 hours.

🧵 My thoughts + strategies on this tokenless project.

1/20 Image I've been monitoring the Mantle ecosystem for almost a year.

But I have never seen something like INIT. It is innovative and gaining a lot of momentum.

So far, it has attracted $16.6M in 1 day (launched 2 days ago) and become the No. 1 money market on @0xMantle.

2/20 Image
Jan 21 21 tweets 6 min read
Pendle is going to win in the #LRT narrative and more in 2024.

If you still have no clue how Pendle fits into LRTfi and any narratives, I've got you.

🧵 How to farm yield and points on LRT using @pendle_fi + Bull Thesis on $PENDLE.

(ELI5 version; bookmark this.)

1/21 Image This is NOT a sponsored post. I've recently become a heavy airdr0p user, so I know how difficult it is for someone with little capital to get a large airdrop.

I spent days strategizing and planning my capital allocation, and Pendle has the most interesting offer.

2/21
Jan 19 19 tweets 5 min read
#DePIN is the hottest but very hard-to-digest narrative.

DePIN acts as a "narrative aggregator," encompassing the various narratives we've been discussing since 2017.

Here is my ELI5: 🧵 Breaking down DePIN into small pieces + providing perspectives to analyze projects.

1/19 Image What is DePIN?

It's De + PIN = Decentralized (De) + Public Infrastructure Network (PIN).

We already know the definition of "Decentralized" which everyone of us contributes to achieve one particular objective.

Hence, let's jump into "PIN"

2/19
Dec 25, 2023 15 tweets 3 min read
If you still have no clue what will happen next year,

Here are 7 opportunities (narratives/seasons) with strategies I've crafted for 2024 🧵:

1/15 1️⃣ L2s with Native Yield Assets

It's the era of earning interest rate.

@Blast_L2 has led this narrative to integrate native yield assets and enable users to natively earn more ETH & stables while holding on to its chain.

@MantaNetwork is also launching in Q1.

2/15
Dec 10, 2023 17 tweets 4 min read
Many people feel the need for more capital to trade, farm airdrops, or generate.

But trust me, you don't actually need it.

Here are 4 strategies and 10 protocols that I use to maximize the potential of my assets and reap all the benefits at once:
🧠🧵

1/17 Image If you want to perform one action (lending/borrowing/staking), it is better to find a tokenless protocol to increase your chances of receiving a higher return from the airdrop.

Here are my actions:

2/17
Dec 1, 2023 16 tweets 5 min read
Money market in this generation is completely outperforming the OGs like AAVE and Compound.

The new features in these protocols provide a much better experience.

🧵 on how to evaluate money market protocols + the actions you can capitalize on them. Image When selecting a money market protocol, you need to look at several aspects:

• Functionality
• User Experience
• Security

To find the potential money market, you need to see the enhancements in these aspects compared to the OGs like AAVE or COMP.
Nov 24, 2023 29 tweets 6 min read
Real World Assets (RWA) is a narrative that you cannot fade.

RWA has recently risen from the 10th to the 6th largest TVL sector in just 3 months. ($5.8 billion)

Mega 🧵 on growing verticals and projects in RWA + how to capture this growth.

1/28 Image In this thread, I'll cover:

1️⃣ The Overview of RWA
2️⃣ 3 Growing Verticals in Q4 2023
3️⃣ What to Expect in 2024
4️⃣ Infrastructure in RWA by @Entanglefi
5️⃣ How to Capture This Growth

2/28
Oct 2, 2023 19 tweets 5 min read
"Oracle-less protocols will disrupt the significance of Oracle price feeds."

This statement is WRONG.

Instead, they will coexist and increase utilities in DeFi.

Let's explore 5 new oracle-less protocols from @BinanceResearch and my thoughts on this primitive 🧵. Image This thread will cover:

1️⃣ A Quick Refresher on Oracle
2️⃣ Why Oracle-less
3️⃣ Oracle-less Lending
4️⃣ Oracle-less Derivatives
5️⃣ Oracle-less NFT
6️⃣ Scoring + My thoughts on how to play this primitive
Sep 6, 2023 14 tweets 4 min read
Will the L1 chains make a comeback in the next bull run?

This is always the question I ask myself when crafting an investment thesis on these tokens.

Here are some developments on 3 verticals that I have discovered through my research on @avax. 🧵 Image Here are some statistics about the Avalanche chain since its inception in 2023:

• TVL: Decreased by 30%
• Number of returning users: Remained relatively stable, with a slight increase since January 2023
• Number of transactions: Followed a similar pattern as above Image
Sep 1, 2023 16 tweets 5 min read
'LPDfi' narrative has been under development for 8 months since I discovered.

Now, the cooking is nearly complete!

This narrative could be the breakthrough for the next DeFi use case.

🧵 Here's everything you need to know (ELI5 version). Get in before it's too late! Image LPDfi stands for "Liquidity Providing Derivatives"

It means using concentrated "LP" positions (e.g., Uni V3) to create "Derivatives", (e.g., options, perps).

This is a breakthrough as it enables another layer of capital efficiency on top of Uni V3.
Aug 24, 2023 20 tweets 5 min read
My secret strategy on Mantle ecosystem goes beyond just trading.

There are several opportunities to maximize yields and benefit from upcoming projects.

And the best part is that we're still EARLY.

Here are key profitable actions on @0xMantle in 3 phases for everyone.

🧵

1/18 Image In this thread, I'll cover:

• Mantle's Unique Positioning Apart from Other L2s
• Phase 1: Gaining Momentum (Now)
• Phase 2: Protocol Synergy
• Phase 3: Snowball Effect

In each phase, I've inserted key actions you can monitor and follow easily.

2/18
Aug 10, 2023 22 tweets 5 min read
Base Day One has begun.

TVL has surged from $8M to $65M in just 10 days.

Some tokens on @BuildOnBase have been rising 7x-8x.

🧵 Here are my strategies for capitalizing on this ecosystem growth.

(covering both long-term and short-term plays) Image To navigate the right rides, experience is key.

I've been here since the beginning and growth phases of Arbitrum, Optimism, and zkSync. While I won't claim to be an expert at this game, I'll do my best to share insights with everyone.