Discover and read the best of Twitter Threads about #AVAXdefisummer
Most recents (2)
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
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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
2/7
As part of my general research, I looked into incentivised liquidity mining @0xPolygon $MATIC. $75m incentives assisted in creating +$8.5m in circulating market cap gains
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3/7
#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
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
Before the $YAK token was released, I wildly speculated with some napkin maths:
2/8
Basically boils down to:
a) #AVAXdefisummer is happening
Lending (missing piece of puzzle) is coming with @BenqiFinance $QI, @traderjoe_xyz $JOE & others. Further, @AvalaunchApp $XAVA is bringing the floodgates for high quality #IDO new projects. Many more partnerships TBD
3/8
a) #AVAXdefisummer is happening
Lending (missing piece of puzzle) is coming with @BenqiFinance $QI, @traderjoe_xyz $JOE & others. Further, @AvalaunchApp $XAVA is bringing the floodgates for high quality #IDO new projects. Many more partnerships TBD
3/8
