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Minion Profile picture
Minion
@0xminion
Research & Data @gbvofficial | @DegenCitadel Prev: @HuobiGlobal ApΞ Responsibly BM/GM/JoSun/早 0xminion.eth
Jerome Ku Profile picture chiron_0_ Profile picture Lacri Profile picture Levi 🩸BLOODLOOP | ❤️ $WELL Profile picture 4 subscribed
Mar 31 • 13 tweets • 4 min read
1) Decided to write a thread on why I hate so-called points so much.

Off-chain endless pre-TGE points structure is as predatory as last cycle high val low float VC playbook.

Don't get me wrong, airdrops/points have their meaning if well designed.
Image 2) I guess the story started off with @richardchen39 @hosseeb @ttunguz etc. driving the airdrop model seems to be broken narrative using UNI airdrop as the case study, good analysis by @jphackworth42 tho, love the work. However, the angles are completely wrong in connecting the analysis to conclusion.
Feb 1, 2023 • 18 tweets • 10 min read
1) #Canto, a free public infra layer-1 blockchain built to deliver on the promise of defi, driven by a group of chain-native builders have attracted notable activities recently. Let's take a look at its protocol metrics and unwrap some possible insights.

app.hex.tech/568457d0-cdce-… 2) No. of txs in the canto network has been ranging from 2k-10k on a daily basis with daily network fee of low-mid 3 digits canto before enabling the Contract Secured Revenue (CSR) and increase gas price. The 1st txs peak reached during the 2nd week of Canto mainnet. Image
Jan 3, 2023 • 8 tweets • 3 min read
@tokenterminal You have to make a distinction between companies (stocks) with Dapps/smart contracts (tokens). There is no market consensus on which ratios to use in the current market environment. These are just wishful thinking and market participants (especially degens) will outlaw these. @tokenterminal Equity market started way earlier than amazon, facebook, google. EU market started like 1700s, when amazon, google, FB started we already have market consensus on what to look at, and you using these metrics on newly created DeFi market?
Aug 29, 2022 • 13 tweets • 4 min read
1) Got asked by a few people to write a 🧵 on how to effectively and affordably nomad. Since I’ve been nomading in the past 6 months from mid Feb to mid Aug, so I figured to sharing some thoughts covering some of my nomading life/experience. Been to 9 different counties so far. 2) Part of travels are for crypto conferences, part are for personal. Living wised, stayed mix of hotels and Airbnb were the best choice for me, maybe service apartment would be even better. There are certain trade offs between hotels and Airbnbs.
Aug 29, 2022 • 7 tweets • 6 min read
1) Taking a look at some numbers on @DigiDaigaku since it's been on the top trending list of @nansen_ai. The floor has been up 43% to 7.59 ETH over the last 24 hrs, Vol has exploded with a 322% increase over the past 24 hrs. The average price has been trending up since 19th Aug. 2) A bunch of common buyers bought the NFTs at around the 4-5 ETH range when @gabrielleydon announced an airdrop for @DigiDaigaku holders.
Aug 26, 2022 • 11 tweets • 5 min read
1) Let's take a look at some numbers on @CantoPublic 7 days post-launch of its liquidity mining. This is a backward-looking general information thread aiming to provide some helicopter view into the current $Canto network. Risks are significant, so DYOR. 2) According to @defillama, $Canto's TVL jumped to near $85m at the peak, with Canto DEX making up the majority share of nearly 70% of the TVL. ~30% of the network TVL (mainly USDC & USDT) is sitting at the Canto Lending pool.
Aug 24, 2022 • 21 tweets • 8 min read
1) Loading NFTFi Summer, Soon^TM. Based on @alexgedevani honest work. I've created a map for the NFTFi ecosystem. With 300+ projects on the list across different L1s/L2s and NFT verticals. I'm boooolish the future NFTFi sector. There are a LOT more projects that I haven't covered Image 2) First of all, some numbers. Within the sample size, the #NFT marketplace & liquidity protocol accounts for 26% of the pool (incl. fractionalization). Seconded by NFT Analytics & Insights ~ 14.5%, followed by NFT lending/borrowing ~14% (incl. BNPL), NFTFi/derivatives ~ 7.1%.
Jun 22, 2022 • 15 tweets • 7 min read
1) Bear market thoughts, debate, discussion on why a particular vertical hasn't took off yet, feature vs bug, issues, adoptions, feel free to reply within the thread for discussion :D 2) The DeFi OG problem, is IL a bug or feature? If it's a bug how can we hedge IL? cc‘ing @Panoptic_xyz @guil_lambert If IL is a feature, how can we utilize this to create DeFi primitives?
May 5, 2022 • 28 tweets • 16 min read
1) It's been more than a year since I made this NFT master thread, it's time to conduct a chain upgrade while I'm finishing reading all the latest NFT thought pieces, research, data analysis etc. The NFT space has grown significantly and seeing so many talented people building. 2) Show me the Liquidity: Evaluating NFT Financialization Methods by @nichanank @1kxnetwork
medium.com/1kxnetwork/sho…
May 2, 2022 • 23 tweets • 15 min read
1) Bear market, boooolish development, went to @EFDevconnect @ETHGlobal #ETHAmsterdam hackathon, gud vibe and made a bunch of new frens, chilling in Malaysia to recover from conferences, went through the @ETHGlobal hackathon projects, here are 22 projects I personally like. 2) Acknowledging all the finalists
Apr 29, 2022 • 20 tweets • 7 min read
1) Seen so many broken designs of on-chain derivatives in the past 2 years or so. I was passing almost every single on-chain derivatives project and thinking about why On-chain derivatives protocols never took off and what went wrong. 2) The discussion started with @celiawan2 on why there is no on-chain derivatives protocol such as options protocol building on top of @Uniswap V3 structure since its range order payoffs are regular options like payoff with a bit of twist.
Apr 28, 2022 • 15 tweets • 3 min read
1/15) !! Long thread and wordy !! Been travelling and aping conferences lately in Europe. I met some talented web 2 people who want to be fully transitioned to web 3 along the way, asking my opinions on crypto exchange opportunities. 2) Since I worked at a tier 1 exchange core team (Coin listing, investment, research) exactly 1 year ago. Here are some of my two senses on crypto exchange opportunities.
Jan 24, 2022 • 7 tweets • 2 min read
1) My takes on why on-chain derivatives haven't taken off yet. Some on-chain derivatives protocols are trying to replicate and "compete" with CEXs, which most of the time doesn't work. I'm not buying into your censorship resistance argument unless you are truly decentralized. 2) It's a bias to say DeFi on-chain derivatives should be big based on the fact that equity markets options/futures volume trade at certain multiple to spot volume. Why? Bcs we have a very different user base on-chain! Equity market=mainly institutions, on-chain=individuals
Jan 22, 2022 • 12 tweets • 1 min read
1) Bear market survival kit. I don't expect we will have a prolonged bear market. 2) Heads down and BUIDL.
Nov 22, 2021 • 23 tweets • 5 min read
1) It’s the #WAGMI spirit that matters the most; seeing CT debating one chain over another brings a lot of different perspectives and thinking on how we view the blockchain technology (with crypto) itself. 2) I think most of us would agree that blockchain technology (with crypto) is a disruptive technology rather than sustaining technology.

So wdym by disruptive technology?
Nov 18, 2021 • 14 tweets • 8 min read
1) Market kinda rugging, so I went for real research, catching up on the @ETHLisbon hackathon projects. Very different crowd compared to @solana hackathon projects. DAOs, toolings, NFTs, infrastructures such as MEV, Zk, sharding, atomic swap, Aave ecosystem. Covering a few below. 2) When trading NFTs, we often find ourselves unable to communicate with the buyers or sellers. Tolk is an on-chain, end to end encrypted messaging service. devpost.com/software/tolk
Nov 18, 2021 • 14 tweets • 5 min read
1) Ok, gone through all of the #Solana hackathon projects now. A mixture of GameFi, NFTs/Marketplace, infrastructure/toolings, "AI" powered xyz, analytics, DeFi protocols, etc. Picking a few to dive in @solana 2) @DarleyGo_io The community choice award. It's the first mythical based NFT horse racing game utilizing NFTs on @solana The team is well experienced in the traditional horse racing industry.
Nov 13, 2021 • 6 tweets • 5 min read
1) #gm @welovegm, we are witnessing a paradigm shift on how we view social, bonding and connecting people in the web 3 world. In the past few months, we started the #gm movement where we connect people in the metaverse by sending #gm to each other. (#gm, #gm) 2) #gm is a culture shift, bonding crypto people irl. We love to say gm irl now.

Jul 26, 2021 • 21 tweets • 13 min read
Aside from @AxieInfinity @TheSandboxGame @decentraland @SorareHQ play to earn sector has grown significantly. A project thread on #Gamefi. If you have not yet joined the @YieldGuild discord, you are #NGMI. @YieldGuild is the community for you to play, earn, and meet in #Gamefi. First and foremost, congrats to the @AxieInfinity achievement which started the play to earn trend. @AxieInfinity is a digital pet universe on the blockchain.
medium.com/axie-infinity/…
Jul 22, 2021 • 13 tweets • 4 min read
1) My third thread aims to jot down some thoughts on the “conflicting” views that are often presented in crypto’s primary and secondary market. Quoting “A New Era of Financial Market Behavior” by @ashwathbk
2) There are so many misunderstanding elements for primary& secondary investment/trading. Newbies are often jealous about how primary market participants getting 100x ROI with many of them still at their book value which is a useless metrics to chase.
Jul 22, 2021 • 12 tweets • 3 min read
1) Was literally reading this off while this guy posting, so writing a thread to summarize this piece. As I'm also a victim of sandwich attack, I'm always wondering how dark is the forest? It tries to quantify the estimated overall EV for sandwich attacks, liquidations and arbs. 2)Destructive Front-Running: Front-runs txs causing the execution of subsequent txs to fail.
Cooperative Front-Running: Front-runs txs still ensuring the subsequent txs to be successful. e.g. Sandwich attacks. Image