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alexander Profile picture
alexander
@wagmiAlexander
Sep 21 • 10 tweets • 4 min read
My biggest take away from Token2049 for me is that it is starting to sink in that the MetaDEX model has won.

It offers the single best answer to the DEX trilema, aligning the incentives of traders, LPs, and holders, and the results speak for themselves.

A short thread. 🧵 Image It is clear that Uniswap is in decline as per @TheBlockPro__ its market share has dropped significantly since 2023.

Curve meanwhile appears to largely be pivoting to focusing on $crvUSD and related products.

Balancer is seemingly chilling and PancakeSwap relegated to BNB. Image
Mar 19, 2022 • 5 tweets • 3 min read
💸 Votium Round 14 Updates

Last round bribes stayed strong, despite the CVX unlocking drama and a major market dip.

I'll do a quick recap and share how things are shaping up for #VotiumR14 below!

🧵👇 R13 Recap

Last round saw a total of 5395.74 in $ETH bribes (+.07%), the second highest amount on record.

We also saw...
👉 The return of $MTA bribes
👉 A big increase in bribes from @LidoFinance
👉 New bribes from Convex for their CVXFXS LP

TL;DR - Birbs looking good.
Mar 5, 2022 • 11 tweets • 6 min read
🗳 Convex + Votium Round 13 Kick-Off

It's that time once again, voting gauges are open and tasty birbs (bribes) are beginning to flow in.

And with the events of yesterday, we've got some extra drama surrounding #VotiumR13.

My preview and projections below.

🧵👇 R12 Recap

Last round saw a total of 5357.47 in $ETH bribes (+1.9%), the second highest amount on record.

While bribes per $USD declined to $13.6M (-15.3%), it was clear that it was driven by prices drops not bribes.

tl;dr - flywheel 💪 + birbs 📈.

Mar 4, 2022 • 14 tweets • 7 min read
👋Hello

The last few weeks have been 🤯. I never expected to have 2k+ people following my Tweets.

While that's nothing in the context of some accounts, I am feeling the responsibility of it.

And think you deserve to know who you're reading.

So, a little bit about me...

🧵👇 Image 🙋‍♂️My name is Alex.

Clearly, I'm doxxed.

The fact that you can be an anon participant Web3 is super cool, but it didn't feel right for me.

It's more important to me that y'all know me and that I'm accountable for what I say and do.
Mar 2, 2022 • 6 tweets • 3 min read
I hope to do a proper thread, but a few quick thoughts on @_veDAO_'s big move.

They were already compounding control of Solidly and Solidex at an unmatched pace.

The benefits they gain with @0xDAO will only accelerate that (and they'll likely compound control of 0x too). They will be one of the largest single controllers of veSOLID, and might have a shot at being the largest.

And since Solidly emissions are front loaded and veSOLID non-dilutive, this would be insurmountable.

IMO this makes them the simplest and most optimized Solidly play.
Feb 26, 2022 • 11 tweets • 5 min read
🔥 Alpha on #veSolidWars

The market seems woefully confused about the best way to get $SOLID exposure right now. I'm here to help.

Imagine you've got $10,000 and you want $SOLID exposure, whats the best value play?

It's probably not what you think...

👇 🧵 Assumptions

I'm ignoring #FTM protocol specific plays right now because (IMO) there are too many variables there.

I want to focus on the options that are either direct exposure or are solely focused on controlling $SOLID.

That means looking at $SOLID, $SEX, $WeVE, $OXD.
Feb 24, 2022 • 12 tweets • 10 min read
Yesterday, users flooded to #Fantom for the launch of @AndreCronjeTech's @solidlyexchange.

After months of skirmishes, the #veSolidWars were officially kicking off and the excitement was palpable.

Then... ALL HELL BROKE LOOSE.

My attempt at a recap. 👇🧵 Quick Background

When @AndreCronjeTech announced his new AMM Solidly, he distributed ownership to the top #Fantom protocols as ranked by TVL.

This ignited a battle for control that eventually coalesced into a struggle for control between two teams: @SolidexFantom + @0xDAO_fi
Feb 23, 2022 • 4 tweets • 3 min read
🗳 Votium Round 12 Wrap Up

Yesterday marked the end of #Votium R12 and $CVX holders are busy counting their sweet bribe 💰.

A quick recap 🧵 of what we saw...

#Convex #CurveWars @ConvexFinance @CurveFinance High Level

👉 Second highest amount of bribes / ETH ever
👉 Decrease in total bribes / $ due to market volatility
👉 Bribes largely flat, but $TRIBE + $LUNA increased
👉 One returning briber in $DAI, one drop out in $MTA

Payouts were about $.38 / vlCVX (40% APR).
Feb 22, 2022 • 16 tweets • 13 min read
Sick of reading about real wars? You're in luck!

The war for control of @solidlyexchange (#veSolidWars) has continued to rage and I've got some big updates.

TL;DR: The next 48 hours will be huge and there are rumors of a second front soon opening. 🏔

🧵👇 Why the next 48 hours?
👉 @solidlyexchange emissions start tomorrow
👉 Same deadline for veNFT deposits on #Solidex
👉 @SolidexFantom is expected to launch
👉 Clarity on @0xDAO_fi's launch plans coming soon

Then the battle for control of #Solidly truly begins!