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Mesky Profile picture
Mesky
@systems_value
growth lead @superseedXYZ | perpetually sharing alpha
2 subscribers
Jan 2, 2023 β€’ 20 tweets β€’ 11 min read
A monster 🧡 on #OpFi + $DPX and why the two are going to be integral in ushering a new era for not only the adoption of on-chain options, but all of DeFi. 🌏

Sounds like a gargantuan task.

Let's take a look at how they're going to pull it off. πŸ‘‡ Last week @tztokchad published a Medium article detailing some first thoughts and applications for #OpFi.

If you haven't read it, I highly recommend you do so below before proceeding.

You'll get more out of the thread when you have the context. πŸ“

medium.com/@tztokchad/opt…
Nov 22, 2022 β€’ 13 tweets β€’ 9 min read
A 🧡 on how you can earn over 5x the native $GLP yield by utilizing some of the latest DeFi releases on Arbitrum. 😳

Note - there's risk involved, but you can tailor the strategy to your personal risk tolerance. Also NFA!

I'm just here to lay out the alpha. 𝛂

Let's get it. πŸ‘‡ With the recent launch of @LodestarFinance, there's finally an #Arbitrum-native money market that supports $plvGLP.

If you've been following along, $plvGLP from @PlutusDAO_io is absolutely #PrimeCollateral due to it autocompounding the $ETH rewards.
Sep 14, 2022 β€’ 16 tweets β€’ 8 min read
A 🧡 on the $ETH Merge - one of the largest and most misunderstood upgrades crypto has ever seen during its existence. πŸš€

In this thread I lay out the bull case for why I think the Merge may defy the awful macro backdrop and why most are missing the forest for the trees. πŸ‘‡ The Merge will bring with it significant changes to Ethereum - the most obvious being the move from PoW to PoS.

I won't spend much time here, but realize that the energy and ESG narrative will be profound in mainstream media.
Aug 10, 2022 β€’ 18 tweets β€’ 11 min read
πŸ’Ž THREAD on @dopex_io Atlantic Straddles πŸ’Ž

The advent of the Atlantics product line. Incredibly exciting!

In this thread you'll find...

- A short rundown & resources
- Implications for $DPX and FEES
- How to BEST use Atlantics to print πŸ“ˆ

NFA & DYOR. Image I won't spend much time on explaining what Atlantic Straddles are. Just know that this is some ground-breaking shit.

Why? Follow along. πŸ‘‡

I'll spend the rest of this thread exploring what they actually mean in practice. 🀝

blog.dopex.io/articles/intro…

blog.dopex.io/articles/dopex…
Apr 12, 2022 β€’ 19 tweets β€’ 7 min read
🧡 THREAD 🧡

On @dopex_io's SSOV3 and marketing. πŸ’₯

If you follow the Dopex ecosystem, you should be pretty familiar with SSOVs by now. It's the flagship product and an incredible tool to onboard options newbies.

It just got 10x better (not exaggerating).

Lets dig in! πŸ‘‡ We'll be dedicating this thread entirely to explore the implications and possibilities that V3 enables with a side of marketing - so if you're new to the ecosystem, please check out my Dopex megathread below to get up to speed.

Now on to V3...

Jan 27, 2022 β€’ 9 tweets β€’ 4 min read
MEGA 🧡 OF ALL MY $DPX THREADS. πŸ’™ πŸ‚

This is meant to act as an extremely accessible resource for newbies and veterans alike on all things @dopex_io.

It includes tokenomics, team led by @tztokchad, broader DeFi implications, SSOVs and Atlantic Options.

Let's dive in! πŸ‘‡

1/x I'll be dropping these threads in chronological order to ensure that anyone just finding $DPX can follow along. I'll be adding here as I create more content.

First off is an intro to $DPX and their flagship product - SSOVs.

2/x
Jan 26, 2022 β€’ 15 tweets β€’ 5 min read
A 🧡 on @dopex_io newest product reveal - Atlantic Options. A truly groundbreaking release that will profoundly change DeFi.

In this thread I’ll tackle the basics, use-cases and most importantly implications of this.

Lightbulb moment for DeFi. πŸ’‘πŸ‘‡πŸ§΅
At its very simplest, Atlantic Options allow collateral used to write options to become mobile and be used for multiple purposes at the same time. Imagine being able to use ONE source of collateral to farm, sell puts, lend and buy dips.

You can do this VERY soon.
Jan 14, 2022 β€’ 9 tweets β€’ 2 min read
Small 🧡 to share my thoughts on where $DPX is going. If you're just following along lately you'll have noticed the violent re-rating in price over the past few weeks as CT and retail slowly close the perceived value-price gap.

That said, this is only the beginning. πŸ‘‡ 1/8 By the day it gets clearer and clearer as the development of the project advances and the community grows that $DPX will be the project that delivers on-chain options.

What happens when that winning position in the on-chain options race becomes clear to everyone? 2/8
Jan 5, 2022 β€’ 15 tweets β€’ 6 min read
Time for another $DPX & $rDPX thread. Alpha streaming straight to your timeline, this time from the big man @tz_binance.

The most prominent alpha leaker on Twitter just dropped some heat.

I'll be explaining it as clearly as I can w/ examples.

LFG!
I'll be attaching the original tweet to the explanations for clarity, starting with tweets 1-3:

SSOVs were chosen as the first product because of their simplicity. Simplicity attracts users who become proficient and most importantly profitable...
Jan 1, 2022 β€’ 17 tweets β€’ 6 min read
πŸ‘ ALPHA THREAD ON $DPX @dopex_io REDACTED VAULTS AKA Interest Rate Options.

In this thread I'll be breaking down the implications of $DPX latest plans on how they're CHANGING the on-chain options game.

Without further ado, let's get to the good stuff... πŸ‘‡ If you're unfamiliar with $DPX, quickly gloss over my most recent thread to get up to speed here:

Promise you it's worth your time - plus it's gonna help you understand the next ten or so tweets.

Personally so bullish IT HURTS.
Dec 27, 2021 β€’ 15 tweets β€’ 8 min read
1) πŸ‘€ ALFA THREAD on $DPX + $veDPX and a VIP-behind the scenes Discord view. Ever heard of information asymmetry, anon? Reading this thread puts you in the top 1% of anyone on CT in terms of understanding the insane potential of $DPX the asset.

Buckle up. 2) Some background - $DPX has succesfully launched 4 SSOVs so far. If you're unfamiliar with DPX or SSOVs, check out my previous thread here for a quick rundown:

Now on to the good stuff. @tztokchad spends a lot of time in Discord dropping alfa nuggets...
Nov 20, 2021 β€’ 13 tweets β€’ 6 min read
🧡(1/13)THREAD ON THE ECONOMICS OF $DPX @dopex_io SSOV.πŸ’₯ πŸ’Ά

After my previous thread I've received a lot of questions about the fees, ponzinomics and math behind $DPX.

There's so much coming out within the next 3-6 months it's insane. Check it out. πŸ‘‡πŸ½
(2/12)

Today I'll walk you through the math we have so far for SSOV. These are crude assumptions - yet I'm 100% sure by the time you're done reading this you're gonna be racing to market buy $DPX on Arbitrum if you haven't already.
Oct 29, 2021 β€’ 15 tweets β€’ 5 min read
A thread on $DPX, its new product release (SSOV) and why none of you reading own enough. To kick things off I'll be sharing some basic details about DPX - the what, why and how. We're witnessing new defi primitive, also backed by the most legendary frogs and orcas. Hear me out.

$DPX is an on-chain options protocol. The wizards behind it are entirely anon with a deep history in the DeFi space. By now you should know that this is a feature, not a bug. A merit in the DeFi 2.0 landscape.