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korpi Profile picture
korpi
@korpi87
DeFi educator, a member of Degen Score Citadel and DeFi Omega. @tapioca_dao pearl club member https://t.co/b2515JNSdJ Follow me for DeFi-related topics.
12 subscribers
Mar 20 • 15 tweets • 3 min read
The future of web3 engagment is round the corner.

@bonus_block is transforming user acquisition with AI-driven targeting and on-chain activity rewards.

It's a new undiscovered territory which may be worth billions of dollars.

Short thread on BonusBlock and $BONUS 👇 Image End of Spray and Pray Era

Current methods of attracting users to web3 protocols often rely on imprecise strategies like broadly targeted airdrops or testnets.

They often attract value-extractors rather than real users and don't guarantee long-term value or engagement.
Mar 18, 2023 • 5 tweets • 3 min read
Arbitrum is on fire!

With $ARB airdrop worth >$1B, a lot of liquidity will trickle into its ecosystem projects.

"A rising tide lifts all boats"

If you still look for INVESTMENT OPPORTUNITIES, this is a mega thread with 30 innovative projects building on Arbitrum: Image $GMX

@GMX_IO is a decentralized perpetual exchange that allows users to trade BTC, ETH and others with up to 50x leverage and no price impact.

GMX has seen an incredible adoption with total volume >$110B and total fees ~$170M.

MC: $696M
Mar 16, 2023 • 15 tweets • 5 min read
Possibilities GPT-4 offers may have not been discovered yet.

✅ Coding a game
✅ Building a website from a sketch
✅ Passing an exam
✅ Writing a lawsuit

All done.

But people are still hungry and come up with new ideas.

See what they are up to and what GPT-4 can deliver: Image GPT-4 is the latest release of the smart chatbot from OpenAI.

In the first 24 hours it has already managed to impress people around the world.

And it hasn't stopped impressing...
Mar 15, 2023 • 20 tweets • 5 min read
It's not been even 24 hours since GPT-4 went live and users have already created amazing things with it.

See a few examples and tell me we are not going to be replaced by AI very soon. GPT-4 is the latest realease of the smart chatbot from OpenAI.
Feb 26, 2023 • 4 tweets • 2 min read
Is Blur OpenSea killer?

I'm not sure but I can see why this narrative can have legs:

➡️ 5x higher volume
➡️ 5x lower valuation (OpenSea raised at $13B)

People buy a token because they believe the price will go up.

Above "fundamentals" justify that $BLUR is undervalued. Image Answering your questions:

➡️ I know there is a lot of wash trading to farm $BLUR
➡️ I know OpenSea valuation would be much lower today
➡️ I don't think it matters in the short term to propagate this narrative

$BLUR is a short term trade for me, not a long term hold (so far).
Feb 20, 2023 • 8 tweets • 3 min read
Big players like @a16z are depositing into @SolidlyDEX and @solidlizardfi.

Protocols are legitimized, TVL goes up...

Bullish for $SOLID and $SLIZ, right?

Well... Not really.

A short lesson what makes Solidly forks successful long term as people seem to have forgotten. Image ➡️TVL is a vanity metric

TVL doesn't mean anything if it's not sustainable.

@a16z is depositing into many protocols because they offer high APRs on the tokens they hold.

When new forks show up and their APRs will be higher, farmers will move there. Image
Feb 7, 2023 • 31 tweets • 11 min read
Huge amount of $ETH, from ~3M to even ~6M ETH, will be withdrawn after the Shanghai upgrade.

How much will be SOLD?

I broke down stakers into segments to understand their ability / willingness to sell and analysed different scenarios.

Read this thread to see what's coming: Withdrawals after Shanghai are probably the biggest headwinds for $ETH price in the nearest future.

In this thread I will estimate their potential selling pressure.

If you are not familiar with withdrawal mechanics, I highly recommend to read my earlier thread:
Jan 31, 2023 • 21 tweets • 7 min read
If you hold $ETH, you should pay attention:

If ETH withdrawals were enabled today, ~1M ETH would be automatically withdrawn in 5 days.

This could be just the tip of the iceberg as 16.3M staked ETH would become free to move.

"ETH Withdrawals ELI5" thread you should read today: Image The biggest $ETH unlock in Ethereum's history requires a proper explanation.

In this thread I'll cover:

➡️ Shanghai or Capella?
➡️ Two Types of Withdrawals
➡️ Withdrawal Process
➡️ Validator Exit Process
➡️ How Much ETH Will Be Withdrawn?

And more...
Jan 24, 2023 • 18 tweets • 7 min read
In TradFi this initiative clearly has product-market fit:
➡️ One app had 29M users and $8.8B valuation in 2022.

Yet, it hasn't taken off in crypto so far due to complex UX/UI.

If done well, it's a BILLION DOLLAR idea.

How to get exposure to this EMERGING NARRATIVE?

🧵👇 Thesis:
Crypto apps that do social trading well can reach billion dollar valuations.

TradFi stats prove social trading has product-market fit.
It just hasn't been executed well in crypto.

Until now...
Jan 8, 2023 • 23 tweets • 14 min read
Being early to a hot narrative is the simplest way to make OUTSIZED RETURNS.

Identifying this narrative is a bit more challenging...

I reviewed hundreds of pages in multiple crypto reports and made a list of 10 BIGGEST NARRATIVES for 2023 + related money making opportunities: 1⃣ ETH Withdrawals

Ethereum Shanghai upgrade (March) will finally enable ETH staking withdrawals.

This "derisking" event will eventually lead to higher staking participation and better competition between liquid staking protocols.
Jan 3, 2023 • 21 tweets • 10 min read
A month ago I published a list of top Arbitrum builders with the potential to outperform the market.

Time to review my portfolio of:
$DPX, $PLS, $VSTA, $SPA, $JONES and $UMAMI

I share:
- Current performance
- Upcoming catalysts
- Some alpha leaks

Enjoy! 🧵👇 Image Reminder why I chose the above 6 projects to my Arbitrum portfolio:

Jan 1, 2023 • 12 tweets • 5 min read
It's been a pretty boring time pricewise...
Calm before the storm?

Crypto Volatility Index (CVI) is almost at ATL.

If you believe some volatility is coming very soon, you can make money on it.

And you don't have to predict if prices will go up or down!

See how: 🧵👇 What is Crypto Volatility Index?

CVI is a VIX for crypto - an index that tracks volatility.

It was created by the COTI team @COTInetwork in partnership with Prof. Dan Galai, the creator of the original VIX.

The purpose was to build a “market fear index” for crypto.
Dec 16, 2022 • 8 tweets • 2 min read
A crypto bear market may be long and brutal.

Here are 5 tips how to stay sane and keep yourself entertained: ➡️ Set Limits on Screen Time

Take breaks from constantly checking the market and set limits on your screen time.

It's important to have a healthy balance and not let the market consume all of your time and energy.
Dec 12, 2022 • 25 tweets • 13 min read
You don't have to be a genius to make 100x in crypto.
Sometimes being early is all it takes.

I analysed new Arbitrum projects and chose 10 that look the most promising.

They don't have a token so it's still early (airdrop?) 🪂

Free alpha for each project!

🧵👇 Image @rage_trade

Rage Trade is building two products:

1. ETH Perp
Super liquid ETH per with 10x leverage powered by liquidity re-used from other chains / protocols.

2. Delta Neutral Vaults
Vaults that turn $GLP into a stablecoin farm by hedging price risks.

Dec 5, 2022 • 22 tweets • 11 min read
Investing in great builders in 2019 (e.g. $AAVE, $SNX) were "simple" 100-1000x.

I analysed top Arbitrum projects searching for builders willing to ship through the bear market and found 6 promising ones.

Check why I believe they have potential to outperform the market.

🧵👇 Image When you buy a token, you invest in a team.

A good team builds products people want to use.

A good team knows they must provide value to the token or they will lose their community.

A good team can change bad tokenomics if necessary.

A good team is often all you need. Image
Nov 21, 2022 • 18 tweets • 6 min read
What is needed for a bull market to resume?

When macro eventually switches from headwind to tailwind, how can crypto attract new adopters?

Current user experience in crypto sucks.
We need a killer app: web2 simplicity + web3 ownership.

I believe I have found one...

🧵👇 Most new users come to crypto because someone shilled them next $BTC, $ETH or $DOGE that is going to make them hilariously rich.

Some of them will go down the rabbit hole and stay for longer.

To turn tourists into settlers, the onboarding process must be easy.

Is it easy now?
Oct 30, 2022 • 10 tweets • 4 min read
Everyone is farming airdrops now but many will get NOTHING.

Why?

Because projects constantly improve their methods to exclude sybil farmers.

5⃣ simple steps how to increase your chances for ALL future airdrops: Image 1⃣ Donate to Gitcoin Grants

By donating you become a good actor who cares about the crypto space.

You also help fund public goods.

1. Go to gitcoin.co/grants/
2. Add to cart grants you like
3. Donate

Tip:
Use zkSync Checkout (zkSync airdrop rumours).
Oct 20, 2022 • 9 tweets • 4 min read
How current censorship impacts transactions on Ethereum?

It hardly does.

53% of all blocks on Ethereum censor txs that are not OFAC compliant (e.g. Tornado Cash).

But the probability that Tornado tx won't be included in a block is low:
➡️ 4% in 1 min
➡️ 0.2% in 2 min

🧵👇 Image Almost 60% of blocks on Ethereum use MEV-Boost.

This is a software that allows validators to outsource block production to a network of block builders.

Blocks are passed by middlemen called relays - some of them choose to not include transactions that are not OFAC compliant. https://www.mevboost.org/
Sep 30, 2022 • 20 tweets • 8 min read
What if we could have a new money game that is not a ponzi?

In late 2020 Empty Set Dollar, Basis Cash, etc. kept people excited... Until they all collapsed.

Time for something new, sustainable and profitable (if played well).

Enter LUSD Chicken Bonds.

🧵👇 Image WHAT ARE CHICKEN BONDS?

It's a new money experiment from @LiquityProtocol.

Its purpose is to:
- Offer an amplified yield-earning and trading opportunity for LUSD holders.
- Improve LUSD liquidity.
- Gamify LUSD by game-theoretic plays and dynamic NFTs.

Let's explore it!
Sep 26, 2022 • 14 tweets • 6 min read
10 Common Takes on Ethereum and $ETH.

And why they are wrong.

Simply explained with memes. Image 1⃣ ETHEREUM WILL NEVER SHIP

People were also saying "The Merge will never happen".
Until it happened.

Sharding is next.
The research phase is complete and implementation will start with proto-danksharding.

Ethereum ships.
Slowly. But safely and consistently. Image
Sep 15, 2022 • 14 tweets • 6 min read
The Ethereum Merge has finally happened.

Is $ETH ultra sound money now?
What is projected inflation / deflation?

A short thread and a few simple graphs to understand ETH issuance, burn and ultra-soundness.

🧵👇 WHAT DOES ULTRA SOUND MEAN?

$BTC is considered as sound money because of the capped supply.

If $ETH has a decreasing supply, we can call it ultra sound (🦇🔊).