A lot of talk around $UNIBOT so going to share my opinion on the matters..

I wrote a thread the other day hoping to see enhanced sniper features because I’m bored and like shooting launches.. but let’s think about what’s going on..

@TeamUnibot

THREAD IMO $UNIBOT was made, not to be an elite sniper, but to create an easy to use product to onboard new money into crypto..

with taxes, slippage, MEV bots, etc.. we do have some learning curves for new money..

It’s tough to learn how to navigate this without help.

1

$LUNA did $40B last cycle running on the $UST 20% APR ponzi attraction..

$LBR created a similar but sustainable structures.. and has a chance to put up larger numbers given the infrastructure/market growth..

@LybraFinanceLSD

HERE
IS
WHY

18 part🧵 Roadmap:

Q3 2023:
🚨Multi-sig Safe
🚨LayerZero
🚨Live on Arbitrum
🚨Lending Protocols
🚨Omnichain
🚨Explore DeFi Strategy
🚨Develop more functions according to Lybra DAO community

1

ok here is a more relevant thread for the $biao boyyz @biaocoin -- lets take a look at the holder details to see if any of them came from $pepe.. and other positions in the wallet; mainly looking at timing of entry.

should be interesting.. Check this out.

THREAD 12 0x41fc…d1e2 $160,212 - purchased $PEPE pretty early right around launch but looks like they paper handed.. $BIAO is the largest position in the wallet at $159K -- followed by some $ETH and dust..

1.

GM degen fam - Starting to see some activity around a project called $BATH @0xbath currently trading around 2.5M on @CamelotDEX

0xe5b8C3381C0A2544883CfF9dDaf1e48D9dea9E49

Project Goals: Providing Tubs of liquidity to the arb network..

lets turn the brain back on..

THREAD Chart overall looks bottomed out after launching this morning. we're seeing some whale activity but lets see if any of them are accumulating with size and what they've done in the past..

1.

Trace AI $TAI

just traced back a bit so thinking about looking at this one deeper-- $443K MC against $111K volume..

chart looks like it picked up today but can it go higher??

@ChillTRD

THREAD 0x03b0…0f39 $280,736.21
wallet has been buying tai since feb, slowly dollar cost averaging into the position. currently holding $11K of this coin, 3rd largest position..

Other positions include #0XE #0x0 along with projects like $NeRF.. given the duration of the buys; gud.

1.

Another 0x coin just launched yesterday -- #0XM --- currently trading around 900K with 3M 24hr volume.. have a wallet that has been averaging into the position.

Lets look at the wallets

THREAD The swap notifications i get to see the activity.. something new i just added

Swapped 2.25 #WETH ($4,110.32) For 8,881,876.58 #0xM @ $0.00046
Swapped 4.20 #WETH ($7,681.55) For 16,610,240.22 #0xM @ $0.00046
Swapped 0.50 #WETH ($914.47) For 1,808,177.94 #0xM @ $0.00051

1.

With this weeks news around TradFI causing the stable coin de-pegs, leverage trading volume has risen. Traders are taking advantage of these situations on size!

One low cap gem had insane stats last week. Check this out!

Like/RT if you're a degen!!!!

🧵 $MCB could be a huge value play if you want to measure the metrics over the last week. As a cross chain DEX aggregator, lets see how it matches up against some of the other big name perp DEXs - $GNS $GMX

1/

Not even a coin yet and i'm fucking excited to see how $GS @GammaSwapLabs shakes up DEFI..

We're all lucky to witness what could potentially be the biggest shift in DEFI foundations..

Here is more ranting before i go to bed.

1/ I was lucky enough to witness $ETH in it's early days along with the developments that shortly followed such as the first DEX attempt prior to LPs.. the launch of $MANA.. $AAVE.. even the cult community of $DOGE..

But i believe that we are going to see the net push forward.

2/

I get these feeling that the new class of L2s are going to melt faces this next bull run.. Why? Everyone likes the new shiny "thing"..

Here's my theory on how this next wave plays out..

Let me know what you think!!

Brain dump for the ranting hours..
🧵 When looking at the TVL rankings, it is clear that anything tied to $ETH has showed extremely strong numbers.. 6 of the top 10, which includes $ETH, are EVM compatible in some form..

L2s accounting for 3 of the top 6..

Don't fade lazy...

1/

Here's my $GS @GammaSwapLabs thread for the culture..

This is by far one of my favorite projects to launch in all of DEFI and I'm expecting a quick path to huge TVL numbers as this solves the biggest issue with liquidity providing in today's market - IL.

1/ With LPs, you will have more of the lesser performing coin in the pool. If one side rugs, the pool will rebalance until your value disappears. If one side moons, its held back by the under performing coin. This makes it hard to LP long term as you underperform any volatility.

2/

The best $ETH product is coming to @arbitrum created by @JonesDAO_io $JONES - 01/24/2023 launch date.

Codes, backtesting, audits, are all approved and the results say 30-60% real yield paid in $ETH.. You ready for this??

Here’s a 420 part thread. 😜

1/420 $jGLP defends the @GMX_IO pools since $GLP is ~50% stable coins..

When the bull returns, investors may want to increase their risk tolerance; making $jGLP a product for those degens, while maintaining $GMX liquidity.

$jUSDC conservative
$GLP moderate
$jGLP aggressive

2/420

Thread about $AURA @AuraFinance, a governance play starting with $BAL @Balancer..

$AURA currently trading at $31M MC with $411.52m TVL, accounting for 23.53% of the $veBAL share, launching about 6 months ago..

Incentivizing LT liquidity via votes.. Similar to $CVX to $CRV

1 The goal of $AURA is to build out a Ve token ecosystem, using the same model built for $BAL but across other networks. $BAL is building a governance platform across the L2 wars, allowing them to benefit from the growth of the sector versus picking a side.

2

I’ve spent the month thinking through strategy as I get ready to heavily deploy into the market through 2023.. here’s what I came up with.. it’s a game of roulette IMO and we’re playing numbers across narratives to see how the market reacts… capping at 15 picks.. 🧵🧵🧵 Looking at strong chains that have potential to capture attention: the network effect.. within each network looking for IMO the strong plays without a lot overlap; similar goal but different executions..

$GMX $GNS $ILV $KUJI $THOR $BFR $RDNT $NISHIB $GMD $UMAMI $GS $RAGE $OT

2/

Why i think $BFR @Buffer_Finance is the option play for arbitrum.. the simplicity.. With perpetuals, there seems to be a lot of overlap in the options space which is why i like $BFR.. This wouldn't be the protocol for hedging but i believe it will see a lot of volume..

1/ 4 hour max duration allows for quick trading; 70%, 100% loss. A way to gamefi option trading which doesn't have many competitors. Most of the other protocols are more advanced strategies which could be great for hedging positions but the space is getting saturated.

2/

$SPA @SperaxUSD is a very interesting stable coin protocol on arbitrum that takes stables to a new level.. They are 100% collateral backed with many interesting products that could attract high TVL given it's current USDs yields of about 11%. An overview of how it works..

🧵 The main feature here is $USDs which is their stable coin.. you might ask, why would i swap a stable coin ( $USDC $FRAX $DAI) for another? The answer, yields. The collateral is used across crypto to gain yields which allows for an automated way to make decent returns.

One of the most interesting developments in this bear market are the delta neutral plays.. This is something that has evolved with the launch of $GMX $GLP and the more sustainable way of producing yield on stables.. along with $BTC $ETH and soon more..

Here's a 🧵 The development of protocols using $GLP benefits both parties - the earners and $GMX liquidity allowing it to take on larger amounts of OI which creates a rotating wheel of benefits. $GMX currently has some of the deepest pools on the market but this could just be the beginning.