AD 🫐 retweeted
Great takes in this thesis write up. We also appreciate the mention!
It highlights watches as a RWA contributing to TAM expansion on Solana and other chains.
Our team is committed to bringing watches on chain and reshaping how the watch market works. Let’s dive in.
0/ @multicoin has been investing in SOL since May 2018
In that time, we have published 4 theses to share our views on how we think about Solana
Today I'm excited to share the 5th in that series:
The Solana Thesis: Internet Capital Markets
(link in next tweet)
AD 🫐 retweeted
Today is an exciting day.
We are thrilled to announce the successful closing of our $1.9M pre-seed round, led by @lemniscap.
Other notable investors in the round include: @solbigbrain, @softmoneyinc, @astariaxyz, @justincbram, @0xkapital_k, @kadin256, @reganbozman, @mikezajko, @hhjacks, @buildervc, @degenpapi, @taran, @stevenshi_ & many more.
AD 🫐 retweeted
Data driven review of @GMX_IO v2 performance in 2 minutes:
TLDR:
- 80% more fees generated per unit of TVL
- 70% decrease in fees for traders
- 501% more volume per unit of TVL
- 148% more OI per unit of TVL
- 1.39 Long/Short ratio - LPs have little exposure to trader P&L
AD 🫐 retweeted
1/5
Dear community members,
GMX is pleased to announce that the proposal to integrate @chainlink's new oracles passed the GMX DAO Snapshot vote with overwhelming support. We'd like to thank everyone who participated.
This integration enhances both the security and UX of GMX.
AD 🫐 retweeted
GLP, Now Everywhere 🫐
Introducing an all-new way to mint GLP on @GMX_IO, without the hassle of bridging or swapping: gmx.socket.tech
Welcome to the chain-agnostic reality!
AD 🫐 retweeted
@GMX_IO V2 seems coming soon.
A super in-depth thread about GMX V2, including mechanism and comparison with GNS & GMX V1 (1/n)👇
AD 🫐 retweeted
In the last weeks, GMX's dev contributors have:
- Updated the dApp dashboard with the GMX V2 markets.
- Received reports from @GuardianAudits & @sherlockdefi, and fixed the final issues.
- Added the APR for V2 markets on the interface and the APR info subgraph.
#GMXV2
AD 🫐 retweeted
Lyra is now live on @Arbitrum, integrating with @GMX_IO 💚
Get started 👉 app.lyra.finance?utm_source=…
AD 🫐 retweeted
New cashflow protocols: A rising tide lifts all the boats
1. Why cashflow protocols are net positive for crypto?
2. Which are the most interesting cashflow protocols out there?
mirror.xyz/0x6D2BcfEFb7CFa52…
AD 🫐 retweeted
90% of people suck at taking profits in crypto.
The secret is setting up systems for profit-taking.
Here is a stupid simple system that even your grandma can execute. ( With examples )
AD 🫐 retweeted
It's funny $GMX has roughly doubled since this tweet and thesis hasn't played out at all... GMX P/E multiple exactly the same lol.
Still a lot of optionality in GMX IMO.
AD 🫐 retweeted
🧵🧵🧵APY🧵🧵🧵
I spent my afternoon combing through 5,510 sources of yield data from @DefiLlama so you won't have to🤓
Aim : find a safe stable yield farm to park $100k
I used *base yield* and not the combined yield to look for protocols that offer #realyield
