Thor
@0xThoor
Followers
96K
Following
9K
Media
1K
Statuses
5K
@nascentxyz | @onchaintimes
Research 🗂 →
Joined February 2015
Mega-Thread🧵 The Modular Blockchain Thesis🪐. Want to be early to one of the biggest technological advancements of 2023?. Modular blockchains like @celestiaorg and @fuellabs_ are revolutionizing the space. Here's everything you need to know about the power of modularity👇 1/38
53
311
846
Find Alpha Yourself By Tracking Whale Wallets!💥. @DeBankDeFi is a web 3 portfolio tracker with some very unique features. Knowing how to navigate these will get you insight into what/when whales are buying/selling🐳. A complete guide to Debank🧵 1/
39
182
565
So @MetisDAO just announced a $330m incentive program following the launch of the sequencer pool in Jan. A breakdown of Metis and how you can take advantage of this ecosystem boost👇. ------------------.1) The Impact of Ecosystem Incentives. Metis recently announced that 4.6m
61
159
565
1/8 @RDNTCapital generates $60k-$100k in fees/day on average. The TVL sits at an all time high of $277m and the protocol will be launching on Ethereum mainnet soon. Binance Labs further announced a $10m investment in Radiant to support its future growth and expansion.
40
96
505
A list of fundraises that have taken place in Q3/Q4 2023 that are worth paying attention to📝 . ✥ Binance Labs Fund .➣ @pendle_fi (unknown) .➣ @CurveFinance ($5m) .➣ @RDNTCapital ($10m) .➣ @XterioGames ($15m) .➣ @Helio_Money($10m) .➣ @initiaFDN (unknown) . ✥ a16z .➣.
29
125
501
¤ Frax Finance has been crushing it lately🔮. And with their growing ecosystem of DeFi products, $FXS has a TON of upside in 2023. Here are 5 reasons why @fraxfinance will be a central player in DeFi this year and how you should be taking advantage of this 🧵 1/19
27
151
491
The perp-dex sector keeps growing. The top 10 platforms by 7d trading volume📊. 🥇 $11.2b - @dYdX .🥈 $1.4b - @GMX_IO .🥉 $1.1b - @Kwenta_io .4️⃣ $770m - @GainsNetwork_io .5️⃣ $588m - @muxprotocol .6️⃣ $491m - @Level__Finance .7️⃣ $382m - @vertex_protocol .8️⃣ $266m - @ApolloX_Finance.
43
75
473
Some EigenLayer airdrop moon-math. and my current strategy with @swellnetworkio . ---------------------.1) What can we expect $EIGEN to launch at? . Imo, given the recent excitement around restaking both from retail and institutions/funds, an FDV of $10b-$20b is far from
65
73
427
The @0xPolygon ecosystem roadmap is looking insane🔥. - POS mainnet.- Polygon Supernets.- Polygon Avail.- Polygon Zero, Miden & zkEVM.- Polygon Nightfall. A simple breakdown of these different scaling solutions and why they are groundbreaking for the space🧵 1/25
15
132
430
Didnt want to post this because I know I'll dilute myself but I can't help it:. Currently @ethena_labs shards are going for $0.004 on @WhalesMarket. If you are LP'ing USDe on Curve and locking:.$1000 deposited earns $80/ day (2920% APY lmao). If you hold and lock $USDe .$1000
39
64
418
$JOE (@TraderJoe_xyz) might be the token with the biggest set of upcoming catalysts and I believe it has the potential to reach $1-$1.5 in Q1. My short/midterm thesis laid out:.-------------------------------.1) $JUP launch. This is the biggest short term catalyst/narrative.
57
77
400
$UST is now the 3rd largest stablecoin! Whether you like Terra or not this is very significant and a huge milestone for decentralization. Wen #1?.#QuoteInUST
12
39
406
What's happening on Near?. Daily active addresses for select blockchains yesterday📊👥. • 650k - Near.• 302k - Ethereum.• 292k - Polygon.• 178k - Solana.• 128k - Arbitrum.• 77k - Optimism.• 71k - Base. According to both @Artemis__xyz and @tokenterminal, the Near blockchain
66
80
364
An airdrop I haven't seen on my timeline is @Pryzm_Zone. - A yield-native Cosmos L1.- Airdropping 20% of the supply (200m tokens) at some point this year (potentially soon?). I did some calculations on the airdrop and it can be a pretty decent addition on top of TIA/DYM airdrops
141
91
351
So @eigenlayer is once again open for deposits. Now also with mETH, sfrxETH and lsETH. But is it worth depositing?. It's been confirmed in the Discord channel that each restaked $ETH earns 1 point per hour (so 24 points per day per ETH.). On @WhalesMarket, EigenLayer points are
52
42
346
Two of the most talked about #RealYield defi protocols recently have been.@GMX_IO &.@GainsNetwork_io . Both are very exciting and delivers high quality yield to LP providers. But which one is best? And how are they different?. A 🧵 1/18
20
91
364
What is the appeal of @Injective_?. only $14m TVL and 7 protocols. The largest protocol (@HelixApp_), a DEX facilitated ~$74m in 24h trading volume which is 1/10th of other perps valued at $200-$300m FDV. What justifies $INJ at a $3.2b valuation? . According to @DefiLlama,.
156
40
364
There are some BIG changes coming to @GainsNetwork_io, gTrade🍏 and $GNS!. Gains Network is about to launch on Arbitrum - but this is just the tip of the iceberg🌋. Here's what's about to happen and why this is huge for the decentralized perp narrative🧵 1/11.
16
78
355
A list of things that excite me in DeFi right now. and that you should probably pay attention to - a semi-long rant:. --.#1 Pendle . A general takeaway from the past year has been that when it comes to a protocol's chance of success, the team is more important than nearly.
46
48
332
✨🔴The Optimism Mega-Thread🔴✨. A lot of innovation is happening on @optimismFND that you can capitalize on⚡️. In today's thread I'll look at:.🔴 Chain-metrics.🔴 The $OP token.🔴 Upcoming airdrop.🔴 Innovative defi protocols on Optimism. Let's dive in👇 1/
12
75
301
Had the pleasure of speaking with @CC2Ventures the other day. CC2 has long called 2024 the "golden year for airdrops" and mentioned some skills required to become a good on chain farmer:. "Persistence, consistency, and weaponized autism to keep on clicking with no clear end in
22
40
317
Decentralized perpetual trading is among the top defi narratives currently. Here are some protocols I've been monitoring:. - GMX (@GMX_IO).- Gains (@GainsNetwork_io). - Mycelium (@mycelium_xyz). - Rage (@rage_trade). - DyDx (@dYdX). What's your favourite currently?.
93
58
332
Turns out Hyperliquid is 3rd (and not 4th due to error with ENS) in 24h revenue for protocols w/ a native token. Behind Ethereum ($400b mcap) and Tron ($22b mcap) ($HYPE trading at a $8.7b mcap). With 'only' $3.6b in 24h perps trading vol generating this revenue (and a spot.
$HYPE fees/revenue now being tracked on @DefiLlama. Defined as "trade fees and ticket auction proceeds" Data obtained from a @HyperliquidX node. By looking at the amount of $HYPE purchased by the assistance fund in the past 24 hours, seems ~63% of revenue currently goes towards
57
54
351
To stay up to date on the Arbitrum grant progress, I highly recommend checking out the spreadsheet created by @InspexCo . Protocols that seem pretty guaranteed to receive the grant at this point include.@GMX_IO .@dopex_io .@JonesDAO_io .@CamelotDEX .@pendle_fi .@fraxfinance
14
135
189
Radiant Capital has seen massive growth in adoption recently and is very close to launching Radiant V2 👀. V2 will introduce a variety of new assets, cross chain expansion and much more 📊. A thesis on @RDNTCapital 🧵
19
67
280