BurstingBagel 🥯
@burstingbagel
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Magic internet money connoisseur Trade here:
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1/ One of these chains is not like the others. It was the talk of the town in 2021 but the buzz around it has now quieted down. The rumor is it's launching soon.
Answer + investment thesis below (NFA)🧵
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(1/31) NFT Finance is one of the narratives that I am extremely bullish on. What if I told you the recent sudoswap buzz is just the beginning 👀
A giga thread on all the NFT finance projects that I've compiled during the past few months.
👇🧵
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(1/14) First off, I'm a researchooor not a threadooor so here's a list of some of the most interesting early-stage projects I've come across recently and a quick TLDR on what they plan on doing. 90% of them haven't launched their product or released a token yet.
🧵👇
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1️⃣ | My
@sudoswap
pools processed 600+ ETH in trading volume in 8 days while yielding me 14 ETH ($22,500) in trading fees. That's 630% APR annualized on an initial 100 ETH investment 🤯
Here's a full walk through on this investment 🧵
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1/ What do you get when you combine a decentralized stablecoin, a native dex and perps platform, and bears smoking bongs?
A capital-efficient, cosmos EVM chain with the deepest liquidity pools making it a purpose-built layer-one chain for Defi.
A thread on
@berachain
🐻⛓️🧵
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@c0xswain
There are other use cases it's just what comes to mind. Yea definitely need to be careful when it comes to undercollateralized loans. I like
@dammfinance
's approach. Check out this video.
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(1/13) Nearly 3 months ago I suffered my biggest financial loss in the
@RariCapital
exploit.
What
@feiprotocol
is doing is just plain wrong - Going radio silent and making zero effort to make things right while having 100 million in reserves to repay victims.
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The best-case airdrop scenario for $BERA NFT holders is a $BGT airdrop.
Today we learned $BGT can be burned 1 - 1 for $BERA but only $BGT holders can earn protocol revenue. In other words a yield-bearing call option on $BERA. Also, this provides an incentive to not immediately
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(1/26) In the summer of 2021, 1 year into my crypto journey, I decided to take a gap year and go full-time crypto.
In 2 weeks my year off comes to an end. I'd like to share how I got to where I am, the lessons I learned along the way, and some regrets I have.
👇🧵
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I used to take screenshots when my portfolio hit certain milestones. This is what I was holding in December 2020 👇
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1/ A new undercollateralized loans protocol,
@dammfinance
, has just launched and their improved version of liquidity mining called "liquidity bonding" is about to begin.
Here's everything you need to know about
@dammfinance
and how to participate in liquidity bonding 🧵👇
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10 unsolved mysteries that cannot be explained. Number one...
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(1/11) It's time for another edition of early stage projects that are worth taking a deeper look into. None of these projects have tokens that are live yet or products up and running on mainnet.
#Early
🧵👇
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1/ There's a protocol that is about to make waves in the NFT Finance space by allowing NFT owners to find the TRUE value of ANY NFT and use them as collateral for a 95% LTV loan.
That protocol is
@abacus_wtf
and I'm extremely excited about what they're doing.
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After their sonic upgrade, Fantom now has sub-second finality. Why would I buy a low-float high-fdv Monad in a few months when I can buy a fully vested competitor with similar performance that also has a good chance at having a hated rally?
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Lol, TIA, SEI, SOL, INJ? Those pumps were child's play compared to what's coming with Berachain. It's literally the apex of all the hype we've seen this past year. Just watch as CT falls over itself trying to catch up once the details drop. Game on, kid.
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They don’t know I have 32 staked eth securing the soon to be internet world computer which will revolutionize personal finance and value exchange
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Bera always gets left out in tweets like this. Either everyone is massively underexposed or I’m massively overexposed
someone out there hit:
arbitrum airdrop
optimism airdrop
jito airdrop
jupiter airdrop
celestia airdrop
dymension airdrop
that's like easily two years salary for minimal effort
& we still have (possibly)
marginfi airdrop
magic eden airdrop
parcl airdrop
tensor airdrop
bro....
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In my opinion, there is a sweet spot for how complex the value proposition of a token is.
@GMX_IO
's token falls into this category.
A thread on protocol complexity and token utility🧵👇
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1/ The infrastructure for NFT finance is being built as we speak. Let's talk about
@abacus_wtf
and how they're making NFTs of all rarities more capital efficient by providing accurate liquid-backed NFT appraisals.
Last cycle people had to explain
@CurveFinance
to the normies. Next cycle they will be explaining
@abacus_wtf
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(1/10) You know the deal - I sort through countless projects each week so you don't have to.
The following are some interesting early-stage protocols to add to your lists.
🧵👇
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What an experience. For the past 4 months I've been trying to get my money back and today I was finally made whole.
Being a victim of an exploit is unfortunate but I'm lucky there was a PCV to issue a repayment with. Big thanks to
@OlympusDAO
and
@dcfgod
for their help.
(1/13) Nearly 3 months ago I suffered my biggest financial loss in the
@RariCapital
exploit.
What
@feiprotocol
is doing is just plain wrong - Going radio silent and making zero effort to make things right while having 100 million in reserves to repay victims.
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Did not expect some NFTs of bears smoking weed to be my best play in the last 3 months. The name is a bit silly but If you think this is going to be some repeat of dogechain you're extremely mistaken.
Super pumped for the 🐻⛓️
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Arbi is great and all but not much incentive to hold $arb. Berachain on the other hand will be a real yield chain making the flywheel like none other. Imagine ecosystem incentives being paid out in a coin like $GMX. I'm not selling 😤
(Pls pls be real)
The final test came when Dev Bear and the team showed God & his Board of Intelligence Advisors the inner workings of Berachain and the results it produced. It was incredible. It was, as God himself put it -- "Perfect".
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I remember when I was buying bears expecting the chain to launch at 50m lol
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Now imagine token holders having claim to the fees generated by the native AMM and perpetual exchange of an upcoming L1 that’s totally not real
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1/ When money rotates into NFTs again, I won't be stuck holding individual illiquid NFTs that earn me zero yield.
I'll be holding $NFT – an innovative ERC20 NFT index token developed by
@FungifyNFT
that passively earns me yield.
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FYI, Bera NFT holders will be expecting airdrops from Bera eco projects just like how TIA stakers expect airdrops from future cosmos projects
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I've said it before, you don't need a fintech background to make loads of money in this space. Mostly comes down to understanding the core primitives and recognizing patterns. Everything is just an iteration of smth else. Then you figure out if those iterations are an improvement
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Been seeing some mixed opinions about Berachain lately. Honestly, it feels like they're a victim of their own success. They've built one of the strongest communities in crypto. My main worry? We might end up like the next Bored Ape Yacht Club, and that could make Beras look
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I would not be surprised if FTM teleports to $2 after they deploy their Sonic upgrade which will allow the network to achieve 2-10k TPS and 1 sec finality. For reference, Monad does 10k TPS and also has 1 sec finality. The 2-10k range accounts for transactions of different
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1/ You had 105 days to make free money on this investment, but it went entirely under Crypto Twitter's radar. Plays this good don't come around often.
A thread on
@aori_io
seats on why it has been one of my favorite investments so far this year.
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(1/7) I think there is a huge opportunity for some of the larger DeFi protocols to implement NFTs 🖼️
How Defi protocols could implement NFTs to promote community growth while unlocking *some* liquidity for locked Ve Tokens:
🧵👇
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I don’t think I’ve seen a narrative as forced as runes. If you’re looking for a new primitive on btc study cbrc20s and
@MotoswapBTC
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26/ To conclude this thread I'll leave you with a nice infographic of the Berachain flywheel that will be put into motion when the chain launches. Pretty much everything that was just talked about is summed up in the photo.
Will proof of liquidity be the next meta?
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There are going to be projects that launch during the bera that no one will care about but then will go on to do hundreds of xs when the bulla comes back. You owe it to yourself to find those projects early.
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In a scenario where
@berachain
achieves profitability, it would result in a self-sustaining, perpetual stream of incentives for projects building on the chain. Though not guaranteed, I would not fade it simply for that reason.
This profitability would stem from the chain's core
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12/ Here's a list of projects that are already rumored to be building on
@berachain
@redactedcartel
,
@templedao
,
@OlympusDAO
,
@SynapseProtocol
,
@GumBallProtocol
,
@Bond_Protocol
,
@fiatdao
,
@abacus_wtf
,
@guzzolene_wtf
,
@dammfinance
,
@ParagonsDAO
@CrocSwap
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Oh, didn't even realize I hit 10k followers. Thx everyone!
Also, sorry for the lack of threads. I'm just super picky about what I write threads on now + started building something. Hopefully can announce smth soon about what it is that we're building.
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There's layer zero and then there's an entirely separate protocol working on:
Omnichain synthetic lp tokens that auto compound rewards, ability to mint a stablecoin against the synthetic lp positions, revenue-backed token emissions, real yield for their token stakers.
IYKYK
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Chainflip full product launch ETA is early - mid-January. I give it 2 months before Chainflip starts to seriously outperform Rune.
To start off, chainflip is WAY more gas-optimized. A ETH to BTC swap is $16 on Chainflip vs Thorchain's $142. A BTC to ETH swap is $24 on
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@crypto_condom
@The_Snuke
Hey Condom. I actually think you're wrong on this one. How is aggregating perps any different than aggregating swaps? At the end of the day, traders want the best pricing, whether they're trading spot or trading derivatives. If anything, aggregating derivatives could be even more
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Some mental math...
The best-case airdrop scenario for $BERA NFT holders is a $BGT airdrop.
Today we learned $BGT can be burned 1 - 1 for $BERA but only $BGT holders can earn protocol revenue. In other words a yield-bearing call option on $BERA. Also, this provides an incentive to not immediately
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The quickest way to learn about a project is to FUD it. Passionate token holders often respond with detailed explanations in their eagerness to counter your arguments.
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To be clear, I'm not saying Berachain is a memecoin building defi applications. They're a defi chain using memes as a marketing vehicle to appeal to a retail audience.
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@Entanglefi
@dammfinance
@debtdao
@split_finance
@abacus_wtf
@guzzolenefinace
@GradientFinance
(9/14)
@nftperp
is what it sounds like: Perpetuals for nfts on
@arbitrum
. It's about time someone creates an easy way to go long or short on NFTs as well as hedge their positions. Someone say delta neutral NFT airdrop farming? Sounds like high APR.
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The rlb thesis is pretty simple: Hope they don’t get in trouble with the feds.
Under current circumstances 10%+ of circulating supply is bought back and burned per year. You really think these numbers won’t go up when everyone goes full degen again during a bull market?
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If you enjoyed reading this thread help me out by giving it a like + retweet. Also, if you want to stay up to date on new early-stage DeFi/NFTfi protocols give me a follow :)
1️⃣ | My
@sudoswap
pools processed 600+ ETH in trading volume in 8 days while yielding me 14 ETH ($22,500) in trading fees. That's 630% APR annualized on an initial 100 ETH investment 🤯
Here's a full walk through on this investment 🧵
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Last cycle people had to explain
@CurveFinance
to the normies. Next cycle they will be explaining
@abacus_wtf
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Chat GPT is an insane learning tool. It's like a summarized google search that condenses the most important points of a topic into a few paragraphs of text. If you don't fully understand something, just ask it a few follow-up questions or request an example 🤯
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Like what you read? Show some love by retweeting + liking. Trying to get into the habit of posting content on twitter. Going to be doing more threads like this in the future!
(1/14) First off, I'm a researchooor not a threadooor so here's a list of some of the most interesting early-stage projects I've come across recently and a quick TLDR on what they plan on doing. 90% of them haven't launched their product or released a token yet.
🧵👇
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239
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Writing a thread where I compile all of the NFTfi projects that I've come across
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@Entanglefi
(3/14)
@dammfinance
offers secure under-collateralized lending for market makers with significant on-chain credit history. Market making is capital intensive so having to overcollateralize ain't it.
@dammfinance
's approach to undercollateralized loans ensures lenders are SAFU.
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Realized that I understand certain protocols built on Ethereum more than Ethereum itself. Crypto moves fast and it's tempting to skip steps so this week I'm going to take some time to revisit the basics and solidify my understanding of a few things.
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The chances of this are slim, but I just want to put it out there in case I'm right... If another memecoin that's not $shib were to ever surpass $doge in market cap again, it would be $bera
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Are there any real yield protocols that pay out yield to holders of an NFT?
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Learn something new? Give the thread a like + retweet. If you want weekly DeFi related content and analyses of early - stage projects on your feed, give me a follow :)
1/ What do you get when you combine a decentralized stablecoin, a native dex and perps platform, and bears smoking bongs?
A capital-efficient, cosmos EVM chain with the deepest liquidity pools making it a purpose-built layer-one chain for Defi.
A thread on
@berachain
🐻⛓️🧵
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580
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Average berachain NFT holder
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Berachain will be the only way to relive DeFi as it was in 2020 & 2021
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(2/14)
@Entanglefi
is the first Cross-Chain Protocol utilizing Synthetic Derivatives to synergize liquidity and liquify value across universal Layer 1 & Layer 2 ecosystems. In layman's terms, I can interact seamlessly with LPs on one chain from another chain.
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Just made a free 14% on decent size buying depegged ezETH in the last hour. That's 122,640% APR annualized. EZPZ
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With everything that's going on in the market, I know people are struggling, feeling down, and lacking motivation
I've spent hundreds of hours listening to motivational videos on youtube to find strength and push through pain. Here's a list of videos I always come back to 👇🧵
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13/ Some native berachain projects...
@berasinocom
@honeypotfinance
@BeraCreek
@BeraBetsGG
@artio_finance
I also heard a rumor that there's a group sponsoring a berachain hackathon.
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Wait until people realize that $blur point farming is pretty much the same as entering a 0.01% uni v3 1 tick lp position that must be managed manually.
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(8/31) 🤖| Peer to protocol
@JPEGd_69
is a peer-to-protocol NFT lending platform. On JPEG Punk, BAYC, MAYC and etherrock holders can mint the platform's stablecoin, $PUSD at a low-interest rate against their NFT.
The $PUSD - 3CRV pool has some juicy APR 🧑🌾
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PSA: for everybody having trouble claiming $BERA through the frontend you can claim through the contract using berascan
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If you're a man under 30 and not working toward becoming shredded, why not? One of the most euphoric moments of my life was experiencing newbie gains. Rest days are the worst days of the week.
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Feel like I’m seeing a lot of newer defi projects pop up that don’t rely on oracles
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Opensea needs to stop flagging stolen NFTS. I’m sorry, but If your assets are stolen they’re gone. Bidders and lps on instant liquidity protocols like NFTX and sudo are used as scammer exit liquidity.
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I miss that relentless drive I had when I was in my early teens - When I first got into the gym and started experimenting around with ways to make money online. You could only go “up” from a self improvement perspective.
The initial come up was so exciting. I still haven’t made
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Projects who launch on
@berachain
being obligated to airdrop a % of their token supply to bear holders should be hard coded into the chain 😏
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@Entanglefi
@dammfinance
(4/14)
@debtdao
will also offer under-collateralized loans but implements a revenue-based financing contract between borrowers and lenders. Revenue generated by the borrower's product/service automatically pays off the interest accrued on their loans.
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The world if crypto teams actually shipped something on “Monday 👀”:
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1/ Have you ever found yourself in a situation where you were positive that the floor of an NFT collection would drop but didn't have the tooling to make that bet and profit from it?
I have, which is why I'm incredibly excited about
@nftperp
and its different use cases 🧵👇
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The most underrated skill in crypto? Mastering the art of 'just enough' knowledge.
It balances being informed enough to swiftly pivot when opportunities arise and avoiding overthinking or emotional attachment to your investments. Stay agile, stay smart.
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Dani, the Wonderland Frog Nation guy, is launching a new coin soon and no one is talking about it. I've picked up a bag of $ice for the migration which should be very soon (possibly end of month). Worth a punt. Wagmi
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Lately, I've become giga bullish on intents.
@IntentX_
is a new intent-based perp dex - they offer 179 pairs with up to 60x leverage with 2% of the $INTX supply going to open beta traders.
Give it a shot 👇
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About to piss off one of the biggest cults in crypto
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Narratives that I'm watching:
🖼️| NFTfi
🧩| Blockchain Modularity
🏦| Undercollateralized Loans
👻| Soulbond Tokens
🌽| Real Yield
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Remember when DeFi protocols didn't care about incentive alignment and just pumped out inflationary rewards? Then vote escrow and other token models came along in an attempt to establish balance.
Layer 1s never made that switch. Until... 🐻
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