1/ As co-host of a #FantomUnchained; I often find myself reflecting on the future of $FTM 🧵 Part I

- What's working?
- Where are the gaps?
- Comparing vs. $AVAX, $MATIC, $OP

With thesis formed, I'll often analyze it against the prior decisions & future plans of the @FantomFDN 2/ It's easier said than done. I don’t work there.

I do my best to objectively lend perspective on #Fantoms trajectory. At times, I'm sure both sides would like increased communication between us...

But I do know, starting at the top, @FantomFDN's door is always open 🤝

1/ Inside The Episode: #FantomUnchained Ep. 45

- The bull case for @SpookySwap V2 Farms...🧵

I'll outline:

- Brief SpookySwap Background
- Why V2 Farms Matter
- The Impacts of the Upgrade
- Longer term POV on $BOO 2/ As a co-host of #FantomUnchained...

I'm always amazed by the deep knowledge of our crew. Further, the amount I learn on a WEEKLY basis!

In Episode 45, @0xBebis_ detailed his thoughts around why the @SpookySwap farm migration to MasterChef V2 is such a big deal long term...📈

1/ If you watched #FantomUnchained, the $FTM man (@FTMAlerts), discussed an interesting indicator in Dollar Currency Index: DXY.

I'm no macro economist. But, I can read 🙃 so I did some digging 🧵

Here is a historical chart of US GPD vs. DXY ending in 2020 = moving correlation! 2/ In 2021, when this chart was released GPD fell YoY:

2020 = -3.4% GDP (red decline)

2020 was the worst year for economic growth since WWII, coronavirus ravaged factories, businesses & households.

The chart maker expected 2021 to continue GPD decline (I.E. DXY headwinds)...

1/ $FTM Daily stats for 4-25-2022 🧵

🚨 Total TX: 755,069
⏰ AVG Block Time (TTF): 1.22s
🧱 Total Blocks: 70,604
👻 New Wallets: 9,065

$FTM fam, I can't deny the current price action pain. I feel it, you feel it, we all do. How we band together now sets the tone for the future! 2/ In dark times it’s easy to lose sight of progress. The trollers & fudders emerge from their mums basement spreading fear to perpetuate the division of community…

It’s easy to lose confidence in these moments.

However, I'm reminded $FTM is still making great progress...

1/ $FTM Fam, @stader_ftm launches April 18th & their AMA tour has been full blast 🚀

Here, I'll summarize the key points from their @beethoven_x & @Spirit_Swap AMAs 🧵

- Background
- Why $FTM & what they solve
- Products & services
- Liquidity & Partners
- $SD token & more! 2/ Their origin launch was on $LUNA as @staderlabs:

They've an impressive 722MM TVL there!

Core function:

Stader is a Staking Middle-Wear infrastructure provider. They help secure & operationalize Proof-of-Stake networks. They aim to bring the next 1BB+ users to staking...

1/ Are you seeing the vision of @beethoven_x develop before your eyes? 🧵

It's mind blowing what's going on! Taking a closer look...

They've released the new '4 Pool', the brain child of @stablekwon & the potential future of multi chain stable liquidity. No joke, all chains... 2/ This pool can easily end up becoming the king of Curve stable liquidity quickly

Now, it lives natively on $FTM!

Importantly, it could be a TVL vacuum for @beethoven_x for super deep stable liquidity...

But, it's the technical innovation that I'm seriously marveling over!

1/ Quarterly Business Reviews, 'QBRs', we’re huge in my old life

Evaluating current vs. future state of biz health, growth opps. & strategy evals.

With the close of Q1 2022, I see a new paradigm developing on $FTM & w/ its bluechip DeFi protocols...

The $FTM 'V2' Future 🧵 2/ 2021 was a coming out party for $FTM

@FantomFDN showcased their leadership & gained our trust

@FTMAlerts hit 100K+ followers via ecosystem education & community (YOU!)

And our DeFi bluechips established their identities…$FTM TVL grew to 8.4BB, 5th largest chain overall

1/ $FTM fam, it's threadooor time! If you're like me, you may have noticed a recent trend:

Ethereum giants are coming to $FTM 📈

Now, @AlchemixFi V2 is nearly here!

Let's breakdown 🧵:

- What they do
- Why they're choosing $FTM
- What they'll bring
- Launch & Big Picture 2/ For those unfamiliar with $ALCX:

@scupytrooples is the founder, a web3 legend & DeFi 2.0 pioneer of the space. Yet another great Dev comes to $FTM

Importantly: Alchemix offers Self-Repaying Loans that allow you to leverage a range of tokens without risk of liquidation...

1/ At times, it’s hard to make sense of things. Rationalizing market sentiment & rationale becomes taxing.

In these times, I like to analyze available info/stats, & remind myself why I came to $FTM

What does competitive data show us?

Comparing $AVAX, $SOL, $FTM and $MATIC 2/ Each chain generates between $1-2BB in trade volume daily.

$MATIC usually leads, but none massively outpace the other. Often, they will flip-flop based on shifting TVL.

Usually caused by “shiny object syndrome”, depending on the current market narrative (or APR chasing)

1/ $FTM fam, let's all stop and APPRECIATE what's going on with @Beethoven_X 🧵

And big picture, what’s going on in the #Fantom ecosystem overall!

@beethoven_x VERY recently launched gauges for LPs (not even automated yet)

They received FOUR, yes, 4, LP bribes this week.. 2/ First came @OneRingFinance…

They pledged $15,000 $USDC, plus 5,000 $RING tokens, distributed to $fBEET voters who vote for:

“The Vaults of the Lonely Mountain” LP

Their 80/20 pool is pretty new! Launching 5 days ago with the $RING / $FTM pair...

1/ It's 🧵 time frens! Let's dig into @beethoven_x & breakdown why their #Fantom future seems so bright!

I’ll outline:

- What is @beethoven_x?
- How are they unique?
- Tokenomics & $BEETS opportunities
- Ongoing events to watch!

S/O to @Official_jgriff for the inspiration 🤝 2/ Starting with what is @beethoven_x:

@beethoven_x is the first “next-generation” Automated Market Maker (AMM) protocol on #Fantom

They're a FRIENDLY fork of @BalancerLabs V2. Community vote/approved!

@beethoven_x was the 1st to bring the balancer tech to #Fantom ecosystem

1/ Part III: Spirit War caveats, TVL, MAJOR weekly updates & evolving market situations…

I’ll outline:

- Notable differences between Curve / Spirit Wars
- Perspective on TVL short/long term
- Major Announcements
- Impactful/evolving situations to watch (stables) 2/ If you’re new to this series, welcome!

I’d recommend you get up to speed by reading Part I of this thread linked below:

https://twitter.com/crypto_klay/status/1475996013643149312

1/ Part II: @Spirit_Swap Boosted Farms, Weighted Gauges and the Spirit Wars Potential…

I’ll outline:

- Who are @Spirit_Swap & @LiquidDriver
- Product Updates / Their Impacts
- Rewards, Incentives, APR, Governance Control
- Supply Trends & Spirit Wars Potential 2/ Welcome back #Fantom fam! If you haven’t already, I highly suggest you take a few minutes to read Part I of this thread, it’s context will help greatly in Part II…

Either way, as they say @olivegarden - "When You're Here, You're Family"

https://twitter.com/crypto_klay/status/1475995973151338497

1/ A thread on: "Curve Wars, the history, the impact, and potential connection to #Fantom Defi"

I’ll outline:

- @CurveFinance background
- How @ConvexFinance has changed DeFi 2.0
- What it may mean for @Spirit_Swap, @LiquidDriver (and others) moving forward... 2/ FYI:
This will be a 2-part series with mention of @CurveFinance, @ConvexFinance, @iearnfinance @Spirit_Swap and @LiquidDriver...

Part 2 coming soon:
@Spirit_Swap boosted farms, weighted gauges and the Spirit Wars potential…