"breakfast is the most important meal of the day" must be the biggest psyops ever pushed from the governments.
literally don't eat anything in the morning, drink some water maybe with some amino acids & get some fasted cardio in before eating your first bite.
if you do serious…
In a world of paid YouTube shillers with shocked, mouth-wide-open thumbnails, it can be hard to find reliable, informative channels on crypto/DeFi.
As a result, many underrated YouTube content creators fly under the radar…
Here are 5 channels you MUST be watching🧵👇
1/8
You’ve probably heard that managing impermanent loss on
@Uniswap
V3 can be extremely difficult — especially for inexperienced LPers.
But what exactly does the math look like?
Is IL really “amplified”?
Let’s take a dive into the (not so simple) UniV3 AMM architecture
🧵👇
What is
@Aleph__Zero
$AZERO, and how are they solving the blockchain trilemma whilst creating a privacy-enhancing blockchain?
My most requested thread to date, so let’s dive in!
🧵👇
1/20
Everything is down.
Many DEX tokens are sitting 80-90% down from ATH.
But are these tokens even worth buying?
Are they simply “farming tokens” with no utility?
Let’s talk about it🧵👇
1/20
With all this stables and LSDs depeg talk, just remember $MIM went from a 5 bil to 350 mil mcap in 6 months, with some massive liquidations along the way… with ZERO depeg.
Extremely impressive
Blockfi now suspends user withdrawals!
Let's see how much money
#BlockFi
has left now.
We analyzed 6 wallets of
@BlockFi
on Ethereum and found that he has only $18.37M left.
Including:
10,598 $ETH($13.3M)
3M $USDC;
2.9M $BAT($762,567)
478,180 $USDT
48,598 $UNI($270,207)
👇
Have you seen the new
@fraxfinance
and
@ConvexFinance
governance proposals?!?
All $CRV, $CVX and $FXS holders…listen up!
The Curve Wars are evolving👀
🧵👇
Been digging around UniV3 on L2s (Arbitrum, Optimism, Polygon), and found some EXTREMELY underrated LP yield opportunities…
Yes, we’re talking potential triple digit APRs 👀
Let’s dive in🧵👇
(Finally) releasing my
@GMX_IO
long/short lev position calculator — simply plug in your collat, X leverage, price/ETH, time passed (hours) & receive PnL charts/data throughout the entire “range”, with all fees/liq price(s) baked into the calculation!
What is
@HathorNetwork
$HTR, and how are they combining blockchain and DAG technology to create an extremely scalable and efficient way for anyone to build customized tokens?
Let’s jump in🧵👇
1/14
Bro stole my analysis (same name as well kek) & turned it into bs tether fud bc he doesn’t understand how simple arbs/3pool ratios work (while going viral ofc)
My dude, this arber is literally the reason for the “tiny spread” lol
🚨Someone is working very hard to protect the Tether peg on Curve.
One address has bought some $1.3 billion USDT on Curve with USDC over the last month, sending it all to Bitfinex... and given the tiny spread there is no way this is a profitable trade.🧵👇
Seeing a lot of ppl wanting to swap their stables to $LUSD (given current regulation concerns), but don’t want to swap at it’s current mkt price premium (1.05$)…
Here’s a simple guide to minting your own $LUSD (for 1$!) 🧵👇
People been buying up $UNI with the hopes of Uniswap “turning on the fee switch”, giving $UNI holders a portion of LP fee revenue…
However, this would be EXTREMELY uneconomical
🧵👇
Y’all will ape into
@MoonriverNW
$MOVR at 300$, but won’t touch it at 50$ 🤡
Here’s a deep dive on Moonriver, and why it’s one of the most undervalued projects in the Dotsama ecosystem
🧵👇
1/10
Ooof, Sushiswap apparently in some hot water financially
With $SUSHI reaching max tkn supply, (thus LM incentives dwindling), CEO is calling for 100% of fee revs to be streamlined to treasury (& not $xSUSHI stakers)
If not, well…
People really think some sort of “death spiral” will happen to
@CurveFinance
.
Your favorite influencer says $CRV and $CVX are going to 0….
Here’s why you shouldn’t be worried🧵👇
1/18
Shitcoin grifters absolutely euphoric, shilling rugs and/or dogshit for xx% of tkn supply apparently no longer frowned upon
Zero skills needed to make 7 figs (predatorily) in this fantasyland we live in
We all know what an Automated Market Maker (AMM) is.
But how does the x*y=k function actually work?
How do we calculate the price impact/slippage of a swap?
Let’s dive in🧵👇
1/17
I absolutely love $UST.
It’s no doubt
@terra_money
is one of the most influential projects in the DeFi space.
I mean, how many projects have attempted to create their own high yield algo stablecoin?
That being said, they’ve got a few issues…🧵👇
@stablekwon
1/11
Struggling to find info on up-and-coming chains?
Don’t have time to go through whitepaper after whitepaper?
I’ve done all the dirty work.
Here’s the ULTIMATE guide to help you make your next investment 🧵👇
1/17
As liquidity shrinks, and we go deeper into a bear market, safe bluechip/stable yield opportunities are becoming increasingly scarce.
What if there was a protocol that could pay out safe, juicy yield REGARDLESS of market conditions?
Enter
@UmamiFinance
🧵👇
1/25
Panic sold your $CVX at unlock?
NGMI
$CVX price AND bribe APRs will continue to be one of the most dominant sources of cash-flow in DeFi👀
Let’s dive in🧵👇
The only complete thread on
@radixdlt
$XRD 👀
How do they have the potential to onboard billions of new DeFi users?
This is a must read!
Let’s get into it🧵👇
1/25
There seems to be some confusion around the
@fraxfinance
proposal.
Hearing a lot of people saying CVX is going to 0, and that “bribes will become less valuable”.
In fact, it’s the total opposite! Here’s why $CVX will become THE most scarce asset in the crypto space🧵👇
1/15
In case you’ve been living under a rock,
@UmamiFinance
will be releasing their highly anticipated DELTA NEUTRAL $USDC vault next week!
Yes, we’re talking 20% APR in USDC👀
Here’s everything you need to know before launch 🧵👇
1/14
Decentralized stablecoin 2.0?
Discounted $ETH for helping keep peg?!?
Time to talk about a stablecoin that simply doesn’t get enough recognition…
@LiquityProtocol
$LUSD!
Let’s dive in🧵👇
If u thought Sifu FULLY controlling the $SIFU oracle & borrowing w 70% LTV was bad…
Turns out there’s another yet-to-launch “placeholder” Sifu-native tkn called SifuM, of which Sifu HARDCODED TO $10 WHILST CONTROLLING 500k TKNS -> used as collat to borrow USDT w 70% LTV LMFAOO
Oke UwUlend $SIFU mkt looked frightening af w 70% LTV & like no liq (V3), turns out Sifu quite literally has full control over the $SIFU oracle, hardcoded btwn x range & manually updated thru the actual backing price of the tkn lmao
You’re feeling depressed.
You’ve watched your “100x gem” crash 70% in the past 2 months. (that you definitely overinvested in)
Here’s what you should do NOW
🧵👇
1/14
Based whale taking $GMX profits through single-sided LPing on UniV3, effectively gradually selling off $GMX into $USDC between $52 - $70 per $GMX + earning juicy LP fees while doing so!
(+ as opposed to incurring heavy slippage wen selling stack)
My current daily schedule looks like this:
-Wake up
-Research/write/work in DeFi for 7 hrs
-Gym
-Research/write/work in DeFi for 5 hrs
-Sleep
I’m absolutely loving every second of it lol
Layer 1 combining AI and Blockchain technology?
Let’s talk about
@oraichain
$ORAI!
I don’t know if there’s a more undervalued project👀
Let’s dive in🧵👇
1/26
It’s pretty obvious why twitter accounts with less than 10k followers give the best info…
They don’t give a shit abt followers.
They’ll stick to their specific niche in crypto/DeFi, dive extremely deep into them, and the 50 ppl that actually care abt it can enjoy in peace
✨In order to have been eligible, 50% of the project’s team must reflect the diversity of the community they serve with a particular emphasis on women, Black, Indigenous, People Of Color (BIPoC), individuals with disabilities, and members of the LGBTQ+ community.
@Bitboy_Crypto
Holy fuck this is a new low
“It’s stressful to make a million dollars in 30 days but it’s possible bro now use my ref link in the description bc it’s possible bro”
Oh no oh no oh no
70% of stolen funds ($114.3m) are 3pooliiing
13.6% in ETH & BTC
Large holdings in other less liquid tkns (some of them pretty illiquid tbh) — don’t be surprised if we see some 20-30% wicks…
Have you ever wanted to take profits on a specific (illiquid) tkn — only to lose a substantial amount of $$ from slippage? (Or even swap fees!)
Treating UniV3 LPs as limit orders could act as an effective solution.
Here’s how you can (potentially) save $$ on your next swap
🧵👇
Anon, are you aware of the mathematical formula(e) behind
@AaveAave
supply/borrow rates?
How/why your APY seems lower/higher than expected?
Traditional variable rates?
Fixed rates?
(Rebalancing rates??)
Here’s everything you need to know abt
@AaveAave
rate derivation🧵👇
Remember when every rebase DAO died when we realized that tokenomics were the only utility?
Remember when they promised 100,000%+ APY, but then the price nuked? (I wonder why)
What if we combined a sustainable rebase model with an awesome project?
Enter
@HectorDAO_HEC
👇🧵
1/16
Interested in using
@synthetix_io
?
Want to avoid liquidations whilst collecting max $SNX yield?
Here’s a comprehensive guide to risk management on the
@synthetix_io
platform, and why a “death spiral” scenario is EXTREMELY unlikely🧵👇
Imagine a world in which liquidations are not only MEV bot and “scam wick” free — violators are penalized with EXTREMELY low liquidation fees…
Whales and shrimps, come learn about
@eulerfinance
’s ground-breaking liquidation mechanism!
🧵👇
Thank you for reading. Let me know if you want me to cover a Curve Wars project every week.
Like and retweet!
Follow me for daily crypto/DeFi threads!
@BarryFried1
Comment below what I should cover next👇
Uhhh why is no one talking about
@SturdyFinance
?
USDT/DAI/USDC lenders are earning a sustainable 7-10% APR, whilst borrowers pay ZERO interest/can earn up to 25% APR through FRAX/USDC (FRAXBP) LP tkns!
How is this possible??🧵👇
Hmm
Current $MIM price = $.9967
Current MIM3CRV pool ratio = 85/15%
@y2kfinance
$MIM strike = $.975
MIM3CRV pool ratio needed to hit $.975 = 96.6/3.4% (per equation below, due to 2000 A)
Arbi CL MIM deviation/heartbeat = .5%/24hrs
Current Risk:Hedge ratio = 83/17%
Welp, the market absolutely sucks.
Many of us have lost 30-50%+ of our net worth in the past 2 months.
That doesn’t mean you should ignore twitter!
Here’s how you can optimize your twitter feed to become a crypto/DeFi expert🧵👇
1/11
1/ Today, Binance has announced that it will delist MITH. As part of the MITH listing, Binance required a 200,000 BNB deposit, which was never returned.
On behalf of the Mithril community, we ask
@cz_binance
to return this deposit so that Mithril may continue to operate.
I’ve been asked a million times, “Barry, what are you looking to buy up once we’ve bottomed?”
Well, today I’m giving you the list. (You could say I’ve done a fair bit of research :)
Check out the threads below🧵👇
1/13
My dude payed 100k in fees (on GMX) to open/close his $ETH long lmfao
Has opened/closed multiple massive positions the past 24hrs (main reason why OI is super high & skewed long) — profiting abt 515k + racking up nearly 451k in fees 💀💀
Great news
@y2kfinance
IFO enjoyooors —
@dex_chen_V
and I built a Δ Neutral $Y2K farming/overall ROI calc relative to personal hedge/risk vault exposure! (vs total ratio)
Pls note that “probability of depeg” is a rough estimate, NFA :)
Seen a bit of confusion surrounding the
@ribbonfinance
R-Earn $USDC vault mechanics…
Can you really earn 25%+ APY on vanilla $USDC deposits w.o liq mining rewards?
How is this sustainable?
Let’s take a dive into the strategy specifics 🧵👇
Ever wonder how much you’re really making from $vlCVX bribes?
Or how much of a discount protocols/DAOs are getting from bribing instead of buying+locking $CVX?
I analyzed every single $vlCVX bribe round, and here are the results👇
Tired of losing $$ due to IL?
Bearish (macro sucks bro) — yet still want to earn that juicy liq mining yield?
Want exposure to UniV3 LP fee revs w.o being subjected to its concave payoff?
Hedging LPs with atm puts could act as an effective solution!
🧵👇
Yes, I’m going full time into DeFi
No, I’m not going to college
Imo the long term r/r is better than any other field, especially given current market conditions.
This space has far too much potential for me to be sitting on the sidelines!
Lmao I love how
@CurveFinance
will “die” when $CRV emissions stop in fkn 300 years, yet every other DEX with 4-10 year emission schedules will def be juuust fine
Curve is a stableswap AMM (aka a place to swap tokens with equal or similar value. This could be stablecoins, interest bearing derivatives, etc.)
Because of this,
@CurveFinance
receives billions in daily volume, and thus swap fees (.04% of each swap)
Where do these fees go?
After thinking deeper, I’ve realized that options straddles def provide better UniV3 LP hedge strategies than perps due to increased capital efficiency…
Here’s what I’m thinking (that I’ll maybe turn into a vault one day🤷♂️)
🧵👇
I’ve spent the last 2hrs in the
@fraxfinance
telegram discussing FRAX basepools, and how they’ll bring an entire new layer of potential revenue to $veCRV, $vlCVX, and $veFXS holders.
Life of a DeFi degen lol
(I don’t think people fully understand how huge this is👀)