Co-Founder @factcheckdotfun. Interested in Prediction Markets.
@alliancedao, @zfellows, @DukeU
Oct 12, 2024 • 14 tweets • 3 min read
Ignoring trade execution is like entering a gunfight with a knife.
Even if you find the next gem, you'll leave money on the table by sweeping the liquidity.
Here's how you can avoid that. I’ll cover:
- 12 trade execution algorithms
- Mechanics and explanations for each
- Specific examples1/ Smart Post: This execution type finds the best price across multiple exchanges and liquidity pools, ensuring minimal slippage. For example, if you want to buy 10 BTC, Smart Post will break it into smaller trades across various platforms to get the best price.
Aug 15, 2024 • 8 tweets • 3 min read
Interesting takeaways from @messari's DePIN August 2024 report
1. Overall metrics 2. Top DePIN projects by market cap 3. Top DePIN projects by revenue 4. Types of DePIN projects 5. Preferred Blockchains for DePIN projects 6. Early stage DePIN fundraising 7. Conclusion
🧵 1. Overall Metrics
- Fundraising volume up 296% yoy, and total mkt cap grew 400% to $20 billion.
- But revenue and value capture are not keeping pace with growth in market cap and venture capital investment.
Jun 8, 2024 • 14 tweets • 4 min read
"Unpumped and Hated"
Here's a heterodox take on how to benefit from high-fdv, low-float vc coins.👀
A set of tokens with these shared mechanics could be an underrated opportunity.
We'll cover:
- Definition unpumped tokens
- Case studies
- Specific tokens right now
1) Unpumped Tokens
These are tokens that had:
- Huge launches
- Renowned Backers
- Low float and high FDV
- Airdrop with huge sell off
ETF finally approved. All eyes will be on ETF flows now.
Day one volume already surpassed $4b.
$BTC could race towards ATH leading up to the halvening.
$BTC historically performs well leading upto, and beyond the halvening so this is very plausible.
Dec 28, 2023 • 21 tweets • 5 min read
13 Predictions for 2024
Written in collaboration with @yoshi_eth2
Trust me, you'll want to bookmark this for later
1) $BTC
- Spot ETF: Narrative is enough to propel $BTC to ATH in 2024 even if actual flows aren't substantial. BTC Dominance set for another massive leg up leading upto ETF approval
- Halving: Another key psychological event. Halvings have historically always been bullish events
Jul 28, 2023 • 16 tweets • 5 min read
Maker (@MakerDAO) has gone from a $500M to $1B+ market cap in the last 30 days.
This growth is linked with rising earnings.
Most of the earnings come from, you guessed it, RWAs.
Here's how $MKR is planning to double down on RWAs.
(x/13) 1. In this report, we'll explore:
1) What is MakerDAO 2) The Smart Burn Engine of MakerDAO 3) MakerDAO's RWA Exposure 4) Price Action 5) Smart money plays - VCs and Whales
Jul 17, 2023 • 18 tweets • 5 min read
GMX v2 is just around the corner.
Here's everything you need to position yourself in 5 min or less.
1️⃣ GMX: Overview
2️⃣ GMX v2: How they plan to onboard 100x more traders than v1
3️⃣ GMX: Price Action
4️⃣ Smart money plays: @loch_chain exclusive 👀
1️⃣ GMX The Derivatives King.
@GMX_IO v1 achieved remarkable success.
Undeniably, GMX has played a pivotal role in shaping the current form of the DeFi industry.
With GMX, traders can access decentralized derivatives and enjoy up to 50x leverage on major crypto assets.
But, what has been the impact on $UNI, and how can you profit from this upgrade?
(x/6)
1) What does the update mean?
Basically makes uniswap faster, cheaper, more capital efficient.
-"hooks" for dynamic liquidity pool customization,
- Time-Weighted Average Market Maker (TWAMM), customized on-chain oracles, and limit orders.
read more here