Ser Govanisher Profile picture
My tweets are not financial advice Opinions expressed are my own $BTC 2017 Crypto generation Defi-OG https://t.co/CUxxoI7D8Y Proud member of @theeGhouse
Jun 20, 2023 8 tweets 2 min read
My 3 year crypto plan and my portfolio allocation🧵
Why im betting big on crypto and how will i play it🫡

35 %
$BTC - Will be the first crypto adopted for treasuries of banks and institutions . Its the least volatile one and decentralized enough. My PT for selling is 180k $. 25 %
$ETH - It offers great security for daaps to be built on. Problems with scaling will be solved using L2s.
Because of low scalability of it i see it as a guardian layer for L2s and expecting it to serve a purpuse of security more then anything else. PT 20K $
Mar 6, 2023 7 tweets 2 min read
$ABC is so undervalued my head hurts. Why ?
A simple 🧵🧵🧵
- Yearly revenue of 1.4M in fees
-Mcap at 500k
-Biggest staking pool in a small mcap china/asia blockchain @Conflux_Network . Being early in a new and legit chain like conflux ,is a risk worth taking . In the future , if we see conflux chain hype and growth/adoption , i think $ABC will be best performer there. All we need is patience.
Feb 14, 2023 6 tweets 2 min read
Thread on how will i play the shanghai update😎

1. My hypothesis
a) Massive inflow of ETH after shanghai
b) Depeg of stETH

2. Things i need
a ) LSD protocols tokens
b) Project that let me bet on stETH deepeging

1/3
3. Solutions
a) Buying LSD tokens :
- @BifrostFinance
- #Y2K
- $RPL
- $LDO

b) Using the hedge stETH vault at @y2kfinance
How to do that?
Feb 13, 2022 5 tweets 1 min read
$METIS unlock is very "strange". What i think is happening :
1. big early investors saw on whole CT that everybody is waiting to buy $metis on unlock
1/4
2. They dont sell and choose a tactic where they dont even claim their tokens. Only 700K $Metis was claimed from 2,5M of metis that are in the contract.

etherscan.io/address/0xc80f…