Alex Woodard Profile picture
Levered long fake internet money, governance enjoyooor, analyst @Arca
Sep 23, 2021 17 tweets 6 min read
1) As the DEX sector has matured, $SUSHI and $UNI have begun to differentiate in a big way.

Uniswap has become solely focused on spot trading on ETH and L2’s, while Sushi is moving towards a defi suite of products across multiple chains and L2’s.

Thread 👇 2)The two largest DEX’s differ in more than just the products; they have massively different user bases as well. To explain, let's look at how each has performed since the mid-May drawdown.
Jan 20, 2020 14 tweets 6 min read
With the most recent @binance token Burn of 2,216,888 BNB for ~$38m I wanted to walk through how we @arca interpret these numbers

Thread Below👇 The Q4 burn represents the 4th consecutive quarter of growth in profits for Binance as well as represents a profit of $188m back to 2017 levels.
Oct 26, 2018 14 tweets 6 min read
Since Stablecoins have been coming out left and right I wanted to dive into them and add my own analysis.

I draw on info from @stablecoinindex, and a recently released report from @blockchain

Here is the thread!👇🏼 Fundementally, i think centralized fiat backed stable coins are a temporary solution within the crypto space. Because of that they don't interest me quite as much as their decentralized counterparts.