Discover and read the best of Twitter Threads about #RealYields
Most recents (6)
1/ @tumilett raised an interesting point regarding our Lockdrop being over-allocated.
While $2.3M is truly a lot of committed capital, we think that there are more to this story
A short thread 👇
While $2.3M is truly a lot of committed capital, we think that there are more to this story
A short thread 👇
2/ First of all, $10M FDV is a fair assessment.
We are not here to comment on the price of our token or the value of the project. We only BUILD and let the market decides.
However, we believe that the price of $GOAL3 will not be the only thing participants are looking towards..
We are not here to comment on the price of our token or the value of the project. We only BUILD and let the market decides.
However, we believe that the price of $GOAL3 will not be the only thing participants are looking towards..
3/ Lockdroppers control the majority of the cir. supply
By joining the lockdrop, participants are becoming the first stakeholders of the first decentralized sportsbook on @zksync.
That means they have a strong saying in the direction of a functioning Dapp with already 15K users
By joining the lockdrop, participants are becoming the first stakeholders of the first decentralized sportsbook on @zksync.
That means they have a strong saying in the direction of a functioning Dapp with already 15K users
During Feb, I produced a Comp Analysis of @CamelotDEX $GRAIL
Price was approx. $1,700 w/ potential 30%+ upside based on its peers - A lot changed Since Then
In this 🧵- We Look at March Update to the Analysis
Gauging whether $GRAIL is Undervalued or Overvalued 👇
(0/10)
Price was approx. $1,700 w/ potential 30%+ upside based on its peers - A lot changed Since Then
In this 🧵- We Look at March Update to the Analysis
Gauging whether $GRAIL is Undervalued or Overvalued 👇
(0/10)
(1/10)
0️⃣ Disclaimer
🔹My $GRAIL Assumptions of Annualized Volume, Fees, Rev remain the same as my last post on early Feb
🔹Added in $JOE to the Comp Set
🔹Added in Market Cap as Valuation Metric
🔹The Analysis ONLY takes into account the Metrics shown
🔹NFA - DYOR
0️⃣ Disclaimer
🔹My $GRAIL Assumptions of Annualized Volume, Fees, Rev remain the same as my last post on early Feb
🔹Added in $JOE to the Comp Set
🔹Added in Market Cap as Valuation Metric
🔹The Analysis ONLY takes into account the Metrics shown
🔹NFA - DYOR
(2/10)
1️⃣ General Methodology
🔸Peers Criteria: Top 3 DEX on Arbitrum (Uniswap, Sushi, Joe)
🔸Valuation Metrics: FDV & MCap (with focus on MCap as $GRAIL mechanics are particularly good at keeping circ cap low)
🔸DEX Metrics: Vol, Fees & Revenue
1️⃣ General Methodology
🔸Peers Criteria: Top 3 DEX on Arbitrum (Uniswap, Sushi, Joe)
🔸Valuation Metrics: FDV & MCap (with focus on MCap as $GRAIL mechanics are particularly good at keeping circ cap low)
🔸DEX Metrics: Vol, Fees & Revenue
Are you excited about the LB model introduced by $JOE ? But don't know how to get those juicy APRs and don't want to deal with managing your LP?
I got you! Introducing @steakhut_fi—a beta play, Liquidity Management Protocol built on top of $JOE.
I got you! Introducing @steakhut_fi—a beta play, Liquidity Management Protocol built on top of $JOE.
1/ $JOE is live on $ARBI . LPs have already started to print juicy APRs!
$STEAK allows users to automate and optimize liquidity on Liquidity Book, removing the barriers for people who don't want to manage their positions every day.
$STEAK allows users to automate and optimize liquidity on Liquidity Book, removing the barriers for people who don't want to manage their positions every day.
2/
$JOE has announced a bunch of partners for their $ARBI launch. Most of them are known to the crypto community, except for $STEAK. This means $STEAK is likely to be on $ARBI as well.
Their mainnet launch for LB pools will be on January 6th , Avalanche.
$JOE has announced a bunch of partners for their $ARBI launch. Most of them are known to the crypto community, except for $STEAK. This means $STEAK is likely to be on $ARBI as well.
Their mainnet launch for LB pools will be on January 6th , Avalanche.
1/ Alpha Leak 🫡
@landxfinance final Testnet is happening soon💎
Best of all, you can win between $100 to $1000 USDC in the Testnet competition.
Let's get in↓ 🧵
@landxfinance final Testnet is happening soon💎
Best of all, you can win between $100 to $1000 USDC in the Testnet competition.
Let's get in↓ 🧵
2/ Overview
LandX is solving an age-long problem for farmers - access to capital.
Simply put, LandX is a perpetual commodity vault protocol that aims to reduce the impacts of food scarcity on a local and global scale. They're built on @ethereum
LandX is solving an age-long problem for farmers - access to capital.
Simply put, LandX is a perpetual commodity vault protocol that aims to reduce the impacts of food scarcity on a local and global scale. They're built on @ethereum
3/ LandX is at the forefront of RWA crypto adoption with its innovative solution.
And they're presenting an opportunity for retail investors to earn #RealYields while solving the world hunger crises - by financing farmers.
And they're presenting an opportunity for retail investors to earn #RealYields while solving the world hunger crises - by financing farmers.
🐻♉️↗️↘️↔️⚠️🚩🔺🔻🧮
Global Macro Review - 01/09/2022
1/14
Market players returned from 🕎🎄🎉 buying value and oil ↗️ and selling growth and duration ↘️
Let’s dig into the 🧮!
Global Macro Review - 01/09/2022
1/14
Market players returned from 🕎🎄🎉 buying value and oil ↗️ and selling growth and duration ↘️
Let’s dig into the 🧮!
2/14
Roiled by #FOMC minutes (nothing new) mid-week, players bid up $VXN and sold $COMPQ.
$VXN 65 +21% - $COMPQ -4.53%
$RVX +13.31% - $IWM -2.87%
$VIX 18.76 +8.94% - $SPX -1.87%
Chart: $COMPQ -4.44% (t) +2.44% (T)
Roiled by #FOMC minutes (nothing new) mid-week, players bid up $VXN and sold $COMPQ.
$VXN 65 +21% - $COMPQ -4.53%
$RVX +13.31% - $IWM -2.87%
$VIX 18.76 +8.94% - $SPX -1.87%
Chart: $COMPQ -4.44% (t) +2.44% (T)
2a/14
Chart: $VXN accelerates to the 🪓🪣
Chart: $VXN accelerates to the 🪓🪣
Thanks to @steve_sedgwick & @cnbcKaren for having me on #CNBC #SquawkBox this AM.
What did we discuss? Well, #inflation of course!
I prepared some slides for the show which I'm happy to present in this thread.
1/n
#macro #Fed #Yellen #JeromePowell #bankofengland #QE
What did we discuss? Well, #inflation of course!
I prepared some slides for the show which I'm happy to present in this thread.
1/n
#macro #Fed #Yellen #JeromePowell #bankofengland #QE
Are people in denial or is the #centralbank money flood just drowning all the signals?
2/n
#inflation
2/n
#inflation
#Commodities, #freight, #carbon - and a whole lot besides - sure do cost a lot more, these days.
3/n
3/n
