| Aggregating @c4dotgg | ex-VC Analyst | i like roasting projects
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Jul 27, 2023 • 24 tweets • 7 min read
Everyone's writing threads on the Telegram Bot narrative, but do you still dig left and right for a comparison between them and couldn't find any?
Here comes the TG Bot Royal Rumble Comparison thread! 1/ Here's a brief copy of what the difference are between 5 projects which are live (may have excluded some because they don't have a working product/not much features) :
Teams with good financials are a step ahead of their competitors.
Is your project/team well capitalized to operate with sufficient runway?
What if I told you there’s an ecosystem ready with grants and up to $200M worth of capital ready to be deployed? 1/ @0xMantle just announced their deployment of their Ecosystem Fund and their grants program.
This one is for all you builders whether you’re a novice team with a great idea debating on where to launch, or for those who are already running multi-million dollar protocols.
Mar 14, 2023 • 7 tweets • 10 min read
Are you ready to ape shitcoins on FVM?
A thread on Filecoin Degen MasterList:
List will get updated constantly on my TG (t.me/c4dotgg)
Why did @circle introduce native USDC to different blockchains like Avax & Solana?
1 reason is to avoid exploits like the Nomad hack from happening.
Heard of a protocol building a bridge catered to NATIVE bluechip altcoins like $AVAX, $FTM, $BNB?
Read on in this 🧵 below:
1/
Before we dive in, there’s mainly 2 types of bridging mechanisms to be aware of:
Feb 22, 2023 • 16 tweets • 9 min read
Wondering why you’ve bought a token that popped up on Dexscreener with the correct address after checking but still unable to sell it?
You got honeypotted.
Read on to understand how the new trending scam works and how to avoid losing your shekels to them.
Before we dive in, its best to check out this thread I wrote last year about the random tokens with good volume turning out to be honeypots before you dive in.
Pretty sure I’ve seen CT say things like “Why yield farm when you can put them in T-Bills for 4-5% and its safe?”
Well, if you only find yields under 4-5% then you probably aren’t yield farming right.
A🧵 about the art of yield farming with some alpha below: 1/ What is yield farming? You first need to understand this.
How do protocols generate revenue?
DEXs → % of the swap fees
Money Markets → % of the interest charged to borrowers
Derivatives → % of the fees used to open/close positions or from funding rates
Feb 2, 2023 • 34 tweets • 15 min read
You've heard about Celestia / Fuel, you've heard about EigenLayer.
What if I told you there was something that is a mixture of both?
Let's dive in to what @0xMantle is and whether it's beneficial for $BIT.
ps: Alpha near the end so you better read it all
A 🧵 👇 1/ What is Mantle Network?
An Ethereum based modular L2 blockchain (Optimistic rollup for now, with plans to upgrade to a zkRollup in the future).
But before we go further, below is a layman explanation on what modular blockchains are.
Jan 20, 2023 • 28 tweets • 12 min read
Missed some of the recent moves that happened?
1 way that will help gain an edge is to follow whales/smart money and check what they're up to.
Here's a list of the top 10 + 1 wallets on @DeBankDeFi to see what they're up to!
Some of the key findings:
▶️Some are taking part in APE staking.
▶️Common farms include Convex, Beefy, GMX.
▶️Majority of funds still on Ethereum.
▶️1 is net short USDT, another is net short VST.
▶️2 wallets have SUDO-ETH positions.
Jan 11, 2023 • 24 tweets • 10 min read
Ever thought about what would happen to the crypto gainz you made if something happened to you?
No one really does.
What if there was a decentralized way to prevent that from happening? A backstop so to say, will share 3 projects building possible solutions.
A🧵 below :
2/
Short Primer:
Problems when a crypto native user passes away:
→ Private keys are private for a reason, one leak is all it takes to get wiped hence its important to keep them safu
→ Lack of legal frameworks and guidelines on how to pass on digital assets to next of kin
Jan 4, 2023 • 33 tweets • 13 min read
Everyone’s writing about 2023 predictions, what about the predictions that were made for 2022?
Let’s take a look at some 2022 predictions & how they went:
As more and more reports are being published, here is the Part 2 of the VCs/Institutions outlook summaries!
This time, we're taking a look and some bold and interesting thoughts between 3 players in the space!
Part 2 🧵 👇 1/
TLDR + my fun comments 🤣
If you don't have the time to read, this pic below should cover the rest of the thread (NFA!!!)
For a deeper dive, you can read through below for more thorough insights.
Dec 21, 2022 • 25 tweets • 10 min read
2022 is ending. This is the time where many VC’s / institutions come up with a YoY reviews or insights on what they’re looking at in the space for 2023.
If you want to know what they’re looking at, I summarized some reports from key players in the industry.
All eyes right now are on something building on top of GMX, be it a yield aggregator, or a pseudo-delta-neutral vault.
Instead, lets take a look at another upcoming market
👉 Undercollateralized Lending and something new that's building on top of it.
A 🧵 below:
1/
Pretty sure everyone has seen uncollateralized lending platforms pop up (most recently @dammfinance). Then you have the big guys such as @maplefinance and @clearpool.
@Delphi_Digital wrote a report back in October which you can read for a better understanding.
A thread on the recent rise of "Alpha" groups/DAOs
(1/16)
Many groups/communities deem themselves as "Alpha" seekers or hunters when its actually just a cash grab of founders recycling the same calls/analysis/research and spitting them out into the multiple groups they are in.
(2/16)
People believe in these groups where some actually pay for them (NFT/Token gated communities) that they are able to extract information which leads to profit generating results, be it flipping NFTs, trading, strategies etc.
Nov 1, 2022 • 9 tweets • 4 min read
Someone has been "market-making" their self-deployed honeypot tokens specifically on Arbitrum multiple times a day, baiting unsuspecting individuals into buying their scam.
A🧵 on how to spot it and avoid this scam (1/8) :
(2/8)
Scammer's Modus Operandi:
- Bridge funds into new Metamask account
- Create new token
- Add liquidity (usually $20k and above)
- Uses their smart contract to buy/sell with multiple wallets
- Removes liquidity
- Transfers funds to new wallet and repeats step 1