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Roger DEFI Profile picture
Roger DEFI
@rogeravax
exploring the next meta, crypto-enabled consumer apps particularly gamblefi @monkeytiltplay @goatedcom @LEVR_bet @liveduel
Apr 28, 2023 • 8 tweets • 6 min read
#launchpad strategy
(to complete a prev. thread that Twitter mispublished)

this am, @binance had an IDO for @opencampus_xyz $EDU. the process involves allocating tokens based on your avg #BNB balance & can be very lucrative!

here's my strategy for how to game below 👇
1/8 Image my analysis of the past 6 @binance launchpad IDOs indicate that an IDO allocation is basically free monies, with the median performance at launch of >15x (@opencampus_xyz $ID currently >25x)
2/8 Image
Mar 16, 2023 • 4 tweets • 3 min read
this time IS different
@arbitrum $ARB airdrop confirmed!!!

check you eligibility at arbitrum.foundation

in total, I'm receiving 44.5k @arbitrum $ARB tokens across 16 wallets (highest = 8.5k ARB, most ~2.5k ARB).
1/2 Tokens were based on 1) bridging, 2) txs over time, 3) tx freq & interaction, 4) TVL, 5) liquidity & 6) activity on Nova w/ tiers

looks like all those months clicking buttons & participating in the ecosystem paid off!

hope you all got a good airdrop as well
2/2
Feb 15, 2023 • 15 tweets • 13 min read
#GLP strategy

As many know, I've been a big fan of @GMX_IO $GLP strategy due to unique qualities protecting downside & maintaining upside...

real APU ~20%-30% + juiced #AVAX Rush rewards compounding on @yieldyak_ $YAK

it just got a lot better...


1/14 1st off, @GMX_IO is experiencing a record in trading & other fees, resulting in real yields of +90% APY

Just compounding that on @yieldyak_ YAK would result in +130% APYs
2/14
Aug 10, 2022 • 14 tweets • 11 min read
#crosschain thesis
@axelarcore, a new cross-chain protocol has just announced a partnership w/in $AURORA w/ their #1 DEX @trisolarislabs $TRI

Cross-chain will be a MAJOR theme for 2022 & has big implications for #AVAX defi ecosystem

Here’s why...

1/14 a) Why I think cross-chain interoperability is the future
b) Why @axelarcore is a potential winner in a cross-chain future
c) What are the potential implications for #AVAX defi ecosystem?
d) What’s the play investment-wise $$$?
2/14
Feb 27, 2022 • 5 tweets • 5 min read
Looks like an audible has been called last minute.. and @Platypusdefi #PTParty launch has been delayed (from what I can tell) until Thursday, Mar-3, 6pm UTC

Here are the official announcements from
@echidna_finance $ECD


1/2 And @vector_fi $VTX



Scurrying to find out more info ASAP
Key question is if we can stake @Platypusdefi $PTP for $ecdPTP on @echidna_finance $ECD & $xPTP on @vector_fi $VTX, respectively, now to accrue rewards or if rewards don't start until Mar-3
2/2
Feb 27, 2022 • 17 tweets • 14 min read
My Strategy for Playing the #PTParty #PTPwars
(16-Part Thread Incoming)
#PTParty starts *TODAY* Sunday Feb-27 6pm UTC

This has already caused a massive run-up in PTP against a shaky macro crypto & #AVAX market

So what's going on?
1/16 Image What does #PTParty mean?
3 protocols, an established one @yieldyak_ $YAK & 2 new projects @echidna_finance $ECD, @vector_fi $VTX are launching strategies on top of @Platypusdefi $PTP to give users enhanced % APYs on stablecoins

Let's unpack this...


2/16
Sep 30, 2021 • 20 tweets • 16 min read
My Strategy for Optimising Returns for Incoming #AvalancheRush

Epic 20-part thread incoming...

DISCLAIMER: DYOR, NOT INVESTMENT ADVICE, THIS MAY INVOLVE HIGH RISK
1/19 Hi All, it’s been quite a few months (May-21) since my last deep-dive into @avalancheavax $AVAX #defi investment strategies – frankly it’s become a FT job managing a larger portfolio & +EV was to focus on taking care of the $$$

Last Serious Post

2/19
Sep 30, 2021 • 8 tweets • 8 min read
#alphaleak (outside of $AVAX) #BNB #launchpadstrategy
Yesterday, I saw a big spike-up on $BNB among an ocean of crypto weakness
1/8 It could've meant a variety of things, perhaps regulatory clearance in a key market (@binance has been getting shut down), but I was hopeful that it could possibly mean... #BNB #launchpad season. And yes my prayers were answered!
2/8
Aug 19, 2021 • 8 tweets • 8 min read
#AvalancheRush
Here are my initial thoughts on @BenqiFinance $QI
-Super smooth launch so far (congrats to QI team!)
-UI is slick & a lovely experience
-#Defi on @avalancheavax $AVAX is silky smooth & fast, by far my favourite L1 to do stuff. Soooo much better than #Ethereum
1/8 - @BenqiFinance $QI has launched on @kucoincom
Currently at $0.056, a 6x from IDO Price of $0.009
Circulating Mkt Cap is still a modest ~$18m
2/8
Aug 18, 2021 • 8 tweets • 5 min read
Yesterday, I wrote this thread about why I thought NOW was the right time to invest in @avalancheavax $AVAX, why NOW was going to mark the start of #AVAXdefisummer

There are clear macro drivers & near-term catalysts for my belief as outlined



1/7 As many of you know, I was until recently consulting on #defi @avalabsofficial. They didn't provide any confidential info, but it was clear from my interactions & research that something was brewing. Partnerships & investments were being made, sh*t was happening
2/7
Aug 17, 2021 • 8 tweets • 7 min read
#alphaleak
So what if you are on the cusp of #avaxdefisummer & wondering how to maximize your @avalancheavax #defi returns?

I'm positioning myself for the highest leveraged beta plays in the $AVAX defi ecosystem:
1) @AvalaunchApp $XAVA
2) @yieldyak_ $YAK
1/8 More on XAVA as details come our later this, a thread on YAK valuation...

Before the $YAK token was released, I wildly speculated with some napkin maths:


2/8
Aug 17, 2021 • 9 tweets • 6 min read
A thread on why NOW is the time to invest in @avalancheavax $AVAX

I've been tweeting it, but for posterity, I want to state here that I think this week marks the start of AVAX #defi summer

Here are my reasons:
1/7 Image a) General macro renewed interest in L1s
Specific catalysts:
b) @BenqiFinance $IQ launch Aug-19 with incentives
c) @AvalaunchApp $XAVA launch this week
2/7
May 20, 2021 • 20 tweets • 14 min read
My Portfolio Strategy
Apologs for relative absence the last few wks, I’ve been running on empty working 20-hr days & my tweet volume has suffered. I use these tweets to think thru portfolio decisions, so not tweeting deprives me of an important part of my investment process
1/20 Image With this thread I'll do a run-down of my overall portfolio (not just the AVAX portion which is obv. a major piece) & my macro investment decisions, esp. important to do during such volatile times (yesterday – ouch). I hope its helpful, but this is *not* investment advice
2/20 Image
May 10, 2021 • 6 tweets • 4 min read
A huge CONGRATS to the @yieldyak_ & @gondola_finance teams for cracking top 5 TVL on @avalancheavax:
- $YAK team has been a #defi leader & “foundational” $AVAX project from the start now ~$35m
- $GDL is the NKOB after just launching last week & already at ~$25m TVL
1/6 $GDL $25m TVL is all the more impressive given some early hiccups at launch. The team is delivering an airdrop to compensate those users negatively impacted by the staking bug (in conjunction with swapping incentives & early staker airdrops)


2/6
May 6, 2021 • 4 tweets • 2 min read
So what could @yieldyak_ $YAK token be worth? Some napkin maths:
- $20m TVL x 0.5%/day (avg APR) x 5% fee = $5k/day this money printer makes x365 days = $1.8m revs
- this is *current* run-rate TVL. $AVAX TVL is currently ~$375m so $20m is ~5% of total

yieldyak.com/token
1/4 - $AVAX defi ecosystem is nascent & has huge potential. Let's assume it grows to $1b TVL (not inconceivable, more likely than not), & let's say @yieldyak_ continues to outpace overall AVAX defi as I expect it to, ie auto-compounding trend is strong & their roadmap to be the

2/4
May 3, 2021 • 19 tweets • 16 min read
Weekly AVAX Defi Ecosystem Commentary & Yield Farming Roundup (Mon May 3) on @avalancheavax Farming Yields for $PNG, $PEFI, $ZERO, $LYD, $OLIVE, $ELK, $YTS, $BAMBOO, $COM, & new $BAG + auto-compounders $YAK & $SNOB
1/19 1) Macro Commentary
I’ve been obsessed with the state of AVAX defi ecosystem since I widened my focus & started comparing vs other chains, & seeing that we’re losing in the race to build TVL


2/19
May 2, 2021 • 4 tweets • 3 min read
How can @avalancheavax improve its #DeFi ecosystem? This is the question which has been keeping me up at night... Here are my high-level suggestions:



1/4 1) Aggressively support NATIVE projects with grants & internal @avalabsofficial resources
2) Have a united front with your #defi "foundation" partners
@AvalaunchApp launchpad to bring in new projects
@yieldyak_ defi expertise & integration
@pangolindex DEX/liquidity

2/4
Mar 27, 2021 • 14 tweets • 7 min read
Finally @Pandaswapex is LIVE! Been waiting for this one all week. Farming/rewards of $BAMBOO will start at block 800,000 (~1-2 days). Come back for full review of APYs when launched! @Pandaswapex yield farming is LIVE (as of ~9:45 UTC)!!!
Will try to post live updates on my strategy - GET IT HERE 1ST
But trying to press buttons as fast as possible to make free monies
Mar 25, 2021 • 12 tweets • 8 min read
Daily Update (Thu Mar 24) on @avalancheavax Farming Yields for @pangolindex, @OfficialZeroDEX, @complusnetwork, @YetiSwap, @elk_finance + @yieldyak_ auto-compounder

Hi All - since the last update a couple of days, I feel like I've aged 5 yrs...

1/12 ImageImage 1) Price Action: yesterday, we had some uplift with @Tesla's news that they would accept #bitcoin, but that was short-lived with crypto taking a dive & BTC struggling to stay above $50k & #Ethereum hovering ~$1.6k. $AVAX is -17% to $25.50. UGH!!!

2/12 Image
Jan 25, 2021 • 9 tweets • 3 min read
I've been trying to understand for some time the impact of $GBTC (Grayscale Bitcoin Trust) on the price of $BTC. Here's a good article to start, and here's a thread on my current thoughts... 1/9

hackernoon.com/grayscales-gbt… There's no doubt that $GBTC has been a driving force in allowing investors to gain exposure to $BTC. For many investors, it provides the easiest way to get crypto exposure. As a result, $GBTC often trades at a large premium (20%-30%) over spot $BTC 2/9