Small Cap Scientist 👨🔬🧪🥼
@SmallCapScience
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Investing/Researching/Building/Teaching across Web 3. Nothing posted here is financial advice! #DeFi🔬 🧬 🧫
Joined January 2021
$RSUP revenues showed strength with a nice revenue bounce this week. The addition of $sreUSD should bolster fee intake in the coming weeks/months. $CRV / $CVX exploding has definitely helped as well by boosting income and yields.
91k in revenue for last week. Nice recovery on fees as TVL continues to climb!
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$PUMP wiped $500M+ off its FDV in 30 minutes while @a1lon9 was being interviewed. Exited to see the gymnastics from the paid shills to put a positive spin on this one. This token is cursed.
Hopefully you listened. $PUMP back to presale prices after MMs accumulated a bunch of supply below launch prices. Now that market makers are positioned for max profit, dont be surprised if $PUMP goes on a massive run in the coming days/weeks.
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Hopefully you listened. $PUMP back to presale prices after MMs accumulated a bunch of supply below launch prices. Now that market makers are positioned for max profit, dont be surprised if $PUMP goes on a massive run in the coming days/weeks.
$PUMP won’t go up until Wintermute wipes all the leverage and buys up supply below presale. Using leverage when a single market maker controls the majority of supply and liquidity is how you lose all your money. Don’t let MMs steal your bankroll before a massive bull run.
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$DKING Weekly Chart looks ready to go vertical against $ETH. It’s up 15%+ today against its $ETH and USD pairings. Higher…
$DKING / $ETH Pairing Weekly Chart. Breakout and retest.
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Welp, I incorrectly valued $HYPD and got rekt on my premarket buys. Cut my losses. Onchain projects/companies are infinitely more transparent than anything in the stock market. Investors shouldn't need to read months of SEC filings to value a stock. Blockchain is the future.
This is the downside of the surge in digital asset treasury stocks (DATs) - it is easy to get fooled into thinking mNAV is low when in reality the fully diluted or "fully loaded" mNAV is actually much higher. In the case of HYPD, there are 15.4 million shares of common tied to.
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Bought more $HYPD premarket. Treasury:.1,427,178 $HYPE x $44 per token = ~$63M. The current $HYPD MC is $58M meaning this is trading below NAV. $HYPE will outperform while users continue farming the second airdrop. The Investor meeting on the 29th will also help exposure.
Hyperion DeFi will be hosting a corporate update event on July 29th to discuss our role in the future of decentralized finance. Come join us.
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$DOLO 📈
One of the few alts I’ve been accumulating here is @Dolomite_io. - $DOLO is $22M MC.- Annualized Fees ~$5M.- Founder (@CoreyCaplan3) is also the CTO of @worldlibertyfi .- $WLFI token launch in 6-8 weeks .- Governance Vote can activate fees for veDOLO. $DOLO Chart Porn:
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One of the few alts I’ve been accumulating here is @Dolomite_io. - $DOLO is $22M MC.- Annualized Fees ~$5M.- Founder (@CoreyCaplan3) is also the CTO of @worldlibertyfi .- $WLFI token launch in 6-8 weeks .- Governance Vote can activate fees for veDOLO. $DOLO Chart Porn:
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Lend/Borrow rates on @ResupplyFi look great. $crvUSD & $frxUSD Stablecoin LPs are also paying 20-30% APR on @CurveFinance and @yearnfi. $CRV & $CVX pumping supercharge the yields across the ecosystem. This should attract a significant amount of net new TVL driven by high APRs.
Base yield + Rewards are starting to get attractive on some of these lending markets.
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This should be a huge deal for both projects and retail traders. Market Makers extract so much capital from the space, we need more tools to help hold them accountable.
Today we’re announcing Coinwatch Track - a new way for crypto projects to see what their market makers are doing in real-time, using their API keys.
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$DKING / $ETH Pairing Weekly Chart. Breakout and retest.
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A bunch of accounts are commenting and defending the team, $PUMP is going so much lower.
Name any project that’s extracted more money from the space than $PUMP. $LUNA / $UST is the only onchain project that comes to mind. Literally draining billions and still getting support, mind blowing.
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Name any project that’s extracted more money from the space than $PUMP. $LUNA / $UST is the only onchain project that comes to mind. Literally draining billions and still getting support, mind blowing.
$PUMP trading near all time lows and well below presale. Did my best to warn you…
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10+ posts today about the end of the cycle. Ignore the noise. Bitcoin Miners no longer control supply; ETFs and treasuries are currently in control. Be more bullish.
A scenario that I think about quite often. When the first Gold ETF went live in November 2004, it kicked off a global supply crunch. Gold then went on an 8-year bull run throughout the financial crisis. Spot $BTC ETFs only launched last year. However, they already control
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