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Most recents (4)
🗳 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.
🧵👇
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 📈.
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 📈.
Yesterday's Twist
The #cvxVotium flywheel is a pretty well oiled and drama free machine, which (frankly) I was looking forward to after the chaos of the #veSolidWars.
But clearly, I'm not allowed to have nice things as yesterday we got some big news...
The #cvxVotium flywheel is a pretty well oiled and drama free machine, which (frankly) I was looking forward to after the chaos of the #veSolidWars.
But clearly, I'm not allowed to have nice things as yesterday we got some big news...
🔥 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...
👇 🧵
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.
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.
I'm also ignoring the more speculative longer term value proposition around each, but will touch on those later.
I also got very little sleep last night, so it's possible I fucked something up. Please send notes if so!
I also got very little sleep last night, so it's possible I fucked something up. Please send notes if so!
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. 👇🧵
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
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
As the day began, we heard from the holdouts...
👉 @SpookySwap would remain neutral
👉 @SynapseProtocol would delay / go solo for now
👉 In the final minutes, @fraxfinance joined #0xDAO
That increased @0xDAO_fi's lead at 40% to @SolidexFantom's 33.7%.
Victory? Not quite.
👉 @SpookySwap would remain neutral
👉 @SynapseProtocol would delay / go solo for now
👉 In the final minutes, @fraxfinance joined #0xDAO
That increased @0xDAO_fi's lead at 40% to @SolidexFantom's 33.7%.
Victory? Not quite.
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. 🏔
🧵👇
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!
👉 @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!
So what's new?
👉 @RadialFinance confirmed solo
👉 @SushiSwap looks to be solo
👉 @SynapseProtocol has a proposal to join #0xDAO
👉 @Spirit_Swap + @fraxfinance still TBD
And all 8 veNFTs of #Solidly's early partners have just been deposited / locked, cementing the alliance.
👉 @RadialFinance confirmed solo
👉 @SushiSwap looks to be solo
👉 @SynapseProtocol has a proposal to join #0xDAO
👉 @Spirit_Swap + @fraxfinance still TBD
And all 8 veNFTs of #Solidly's early partners have just been deposited / locked, cementing the alliance.
