0xThoor Profile Banner
Thor Profile
Thor

@0xThoor

Followers
96K
Following
9K
Media
1K
Statuses
5K

@nascentxyz | @onchaintimes

Research 🗂 →
Joined February 2015
Don't wanna be here? Send us removal request.
@0xThoor
Thor
2 years
Out of 100's of DeFi protocols/chains, only very few are profitable 💰. Tokens with strong revenue and positive earnings have been top performers historically 📈. Pay close attention to these following 10 protocols👇
Tweet media one
787
723
1K
@0xThoor
Thor
2 years
Layer 2 scaling solutions are currently either centralized or flawed. But not for long. A complete guide to the roadmaps of the top Ethereum scaling solutions👇
Tweet media one
70
386
1K
@0xThoor
Thor
2 years
30 protocols with strong catalysts in the coming months⚡️. Bookmark this list🧵
Tweet media one
93
472
1K
@0xThoor
Thor
2 years
Whale token investors 🐋. Who secretly owns the majority of the tokens you hold? And at what price did they invest 🧐. I spent 3 weeks tracking down the top whales of 8 strong performing protocols👇
Tweet media one
49
318
1K
@0xThoor
Thor
1 year
Estimating the value of the EigenLayer airdrop. Around two weeks ago I built a calculator for estimating the EigenLayer airdrop. I've been waiting to post it as I have been testing how the numbers develops over time. I feel fairly confident with it now. A quick 3-min read:
Tweet media one
90
143
1K
@0xThoor
Thor
1 year
I spent the past days reading '2024 Outlook' reports from entities like Coinbase, Binance, a16z and more. Many of these have similar theses on trends like dePIN, AI, Modularity etc. A comprehensive summary of the biggest ideas you should pay attention to in 2024👇
Tweet media one
77
302
1K
@0xThoor
Thor
2 years
Arbitrum Ecosystem Guide 🔎. I've been researching 100+ Arbitrum protocols over the past weeks. Here are the roadmaps of 13 projects you should keep a close eye on👇
Tweet media one
64
343
973
@0xThoor
Thor
9 months
We're 4 months into the year and have already seen a massive increase in the supply of altcoins. Made a list of the ones I can remember from the top of my head. This is ALREADY $8.6b in additional liquid supply injected into the market. And $70.5b in total unlocked over the
Tweet media one
82
232
1K
@0xThoor
Thor
1 month
38
186
1K
@0xThoor
Thor
2 years
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
Tweet media one
53
311
846
@0xThoor
Thor
2 years
Thread🧵 My 2023 Arbitrum Portfolio 🏂. I've been an Arbitrum maxi since mid last year. Here are the 6assets I believe makes a strong portfolio in 2023 👇
Tweet media one
42
211
783
@0xThoor
Thor
1 year
My current Ethereum ecosystem cheat sheet✍️. If $ETH leads Q1/Q2 next year this list could be useful:. (token | mcap | catalysts). -------------------.L2s. $OP | $3.5b | EIP4844, Superchain growth.$ARB | $2b | EIP4844, STIP round 2?.$MNT | $2b | EIP4844, general ecosystem growth.
65
198
757
@0xThoor
Thor
1 year
$TIA (Celestia) peaked at a $15.2b FDV a few days ago and you think it's unlikely $EIGEN reaches a $20b FDV next year?. Restaking is maybe one of the biggest narratives next year - then add Eigen DA (data-availability) on top of this. If 10% of the supply is airdropped, then we.
65
91
725
@0xThoor
Thor
2 years
Thread🧵 A complete overview of Ethereum scaling solutions. The future of blockchain scalability is here! But what are zk-Rollups, zkEVM's, L3's and modular blockchains?🧐. A deep dive that you can actually understand. It's time to level up your knowledge 🧠👇 (1/27)
Tweet media one
41
277
729
@0xThoor
Thor
2 years
EIP-4844 (Proto-Danksharding) is coming to Ethereum⚙️. Rollup-fees are predicted to decrease by ~ 20x!. Here's everything you need to know, explained simply👇
Tweet media one
40
234
703
@0xThoor
Thor
2 years
1/2 zkSync Era just went live. Some protocols confirmed to launch here:. Curve Finance.Yearn Finance.Frax Finance.Sushiswap.Balancer.Uniswap.Angle.Ankr. and many more. Imo it's likely important to be an early mainnet user in terms of airdrop eligibility.
22
105
697
@0xThoor
Thor
2 years
ETH liquid staking has grown to a $15bn+ market. All of which will be unlocked with Shanghai in less than a week🔓. Be prepared for huge shifts in the market🔎. An In depth analysis on the liquid staking landscape and 6 strong protocols🧵
Tweet media one
36
151
655
@0xThoor
Thor
2 years
Native Arbitrum tokens have cooled off since the $ARB airdrop. But TVL, fees and onchain user activity are at all time highs📊. An in-depth analysis on 5 top tier ecosystem tokens you should pay close attention to🧵
Tweet media one
43
129
605
@0xThoor
Thor
2 years
Arbitrum projects with upcoming catalysts:. • $GMX: v2.• $RDNT: v2.• $DPX: rDPX v2.• $MAGIC: MagicSwap v2.• $GRAIL: xGRAIL revamp.• $PENDLE: Additional asset integrations.• $PLS: Tokenomics v2 + RDNT integration.
370
116
589
@0xThoor
Thor
2 years
There's a ton of innovation coming to DeFi in Q2⚡️. Winning teams will likely attract $1,000,000's in liquidity📈. Presenting 25 protocols with large catalysts you can't ignore this quarter👇
Tweet media one
43
162
590
@0xThoor
Thor
2 years
I've spent the past weeks analyzing the top whale holders of native Arbitrum tokens on-chain 🔬. Here are 5 Arbitrum tokens that VC's & whales are investing millions in 🐳
Tweet media one
24
135
576
@0xThoor
Thor
1 year
Delta neutral ATOM, INJ and TIA airdrop farming . I built a calculator to show it's possible to farm Cosmos eco airdrops without any price exposure (delta neutral). getting paid $$$ in funding and staking APY. 35% and 68% APY for $TIA and $INJ respectively. A smol thread 1/
Tweet media one
33
112
577
@0xThoor
Thor
3 years
Coming from my own experience in Defi so far: .Terra is pretty much the only chain that I have had ZERO issues with in terms of congestions, finality and fees no matter the onchain volume. From a user perspective this is key🌖.
38
48
615
@0xThoor
Thor
2 years
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/
Tweet media one
39
182
565
@0xThoor
Thor
1 year
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
Tweet media one
61
159
565
@0xThoor
Thor
2 years
Thread🧵 Liquid Staking Alpha🕵️‍♂️. Has the liquid staking narrative peaked already, or is it just beginning to take off?. And should you bet on the market leader $LDO or smaller protocols?. I've collected all the data in one place. Get a complete overview in just a few minutes👇
Tweet media one
42
157
545
@0xThoor
Thor
3 months
The rerating of Solana DeFi tokens is a sight to behold. In the past 4 days since the election:. • $DRIFT + 258%.• $PRCL +117%.• $KMNO +114%.• $CLOUD +92%.• $ORCA +78%.• $MNDE +77%.• $RAY +69%.• $JTO +61%.• $TNSR +52%.• $JUP +42%
Tweet media one
Tweet media two
Tweet media three
Tweet media four
62
66
574
@0xThoor
Thor
2 years
Liquid Staking Derivatives (LSD's) are exploding:. $LDO +114%.$RPL +89%.$SWISE +128%.$FIS +74%.$SD + 165%. Feeling FOMO? Don't buy the top of this narrative. Instead, identify upcoming trends ✅. Here are 5 defi categories that could take off in a similar way in early 2023👇🧵
Tweet media one
28
147
528
@0xThoor
Thor
1 year
The Affirmative Uptober Token Watchlist🗒. ------------------------------------------.$ARB - Arbitrum Short Term Incentive Program (STIP). 50m ARB to be allocated to protocols in the ecosystem. This could act as a large ecosystem boost by attracting significant liquidity. (The
Tweet media one
40
110
527
@0xThoor
Thor
2 years
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.
Tweet media one
40
96
505
@0xThoor
Thor
2 years
There are literally thousands of people who will be making life changing money from the Arbitrum airdrop in few days. I’m talking $10000+. Feeling fomo? There are several sizeable airdrops coming in 2023. Ultimate guide on these dropping in less than 24h⚡️.
30
39
485
@0xThoor
Thor
1 year
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
@0xThoor
Thor
2 years
¤ 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
Tweet media one
27
151
491
@0xThoor
Thor
2 years
The Complete Guide to On-Chain Wallet Tracking🐳. My custom wallet tracker is finally live and grants you access to everything you need to become an on-chain detective for free⚡️. A 🧵 covering on-chain analysis and how to master this art🐉
Tweet media one
33
150
469
@0xThoor
Thor
2 years
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
@0xThoor
Thor
2 years
Who are the top VC funds in the space?🐳. Together they are worth over $5,000,000,000💰. A list of the largest crypto investment entities and their biggest positions📊
Tweet media one
38
125
468
@0xThoor
Thor
2 years
Tomorrow I'll be releasing a thread I've been working on for a very long time. It's going to break down the roadmaps of the top Ethereum scaling solutions. Can't tell you enough how excited I am to share this with you! A small sneak peak👇👀
Tweet media one
Tweet media two
Tweet media three
26
25
450
@0xThoor
Thor
11 months
$PARCL trading at $3.5b FDV on the @aevoxyz pre-market. 7-8% airdropped ($245m-$280m). Yeah this airdrop is gonna be good
Tweet media one
59
57
436
@0xThoor
Thor
2 years
- How To Grow a Small Defi Portfolio: $100 ➡️ $10K! -. ❌ Buying $100 worth of ETH and hoping it turns into $10,000 won't work as it implies a price of $120,000 per ETH. ✅ What you actually need to do is follow these three strategies that focus on growing a small portfolio 👇.
19
110
400
@0xThoor
Thor
1 year
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
Tweet media one
65
73
427
@0xThoor
Thor
2 years
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
Tweet media one
15
132
430
@0xThoor
Thor
1 year
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
Tweet media one
39
64
418
@0xThoor
Thor
1 year
$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.
Tweet media one
57
77
400
@0xThoor
Thor
1 year
The market waits for no-one🐂. Here's a list of 10 tokens that have been generating organic cash-flow throughout the bear and could 10x their revenue in an upcoming bull-cycle🫡.
28
57
396
@0xThoor
Thor
3 years
$LUNA is incredibly oversold currently after a week of down only. Meanwhile fundamentals keep getting stronger with more $UST demand as the DeFi ecosystem grows. Price could go lower short term but I'm more than happy buying at these low levels. Long term conviction is unchanged.
3
39
423
@0xThoor
Thor
1 year
I invested into the SAVM seed because I see it as a cool product within the BTCFi landscape, a category which is evolving fast and something I believe will attract significant liquidity over the coming years. And yes, I sold the vested part of my investment at $6 because the.
273
24
385
@0xThoor
Thor
15 days
$HYPE has been underperforming lately, cooling off after its monster rally in December and as mindshare shifted to AI agents & $TRUMP. $HYPE however remains very interesting for a few reasons:. In the past 24 hours of madness and volatility, Hyperliquid saw more than $10b in.
26
68
432
@0xThoor
Thor
2 months
In the past 48 hours, the Hyperliquid Assistance Fund has purchased an additional 151,010 $HYPE at an average price of $24.899. That's $3.760m of buy pressure in two days and $686m/year when annualized. The assistance fund receives USDC from fees generated on Hyperliquid and
Tweet media one
27
56
432
@0xThoor
Thor
3 years
$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
Tweet media one
12
39
406
@0xThoor
Thor
1 year
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
Tweet media one
66
80
364
@0xThoor
Thor
1 year
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
Tweet media one
141
91
351
@0xThoor
Thor
2 years
GMX vs Synthetix📊. Pretty interesting development lately👇. The chart below shows trading volume marketshare between Synthetix and GMX. Synthetix (orange) has gained significant market share on GMX lately (green). 6 months ago GMX marketshare was ~95%. Now it's at 15-25%.
Tweet media one
26
65
382
@0xThoor
Thor
7 months
buying 'ETH beta' is a recipe for disaster. As the ETH ETFs are set to go live next week, many will be looking for so-called 'ETH beta' as a way to capture a higher return if flows are positive. From a narratives perspective, this might seem like a good idea as capital moves up
Tweet media one
Tweet media two
Tweet media three
62
64
405
@0xThoor
Thor
2 years
- Defi Catalysts💥 -. Several Defi tokens have appreciated 100-200% the past weeks. The reason? Upcoming catalysts. These are what drive narratives & buy pressure 📈. Here are 6 defi protocols/tokens with BIG upcoming catalysts you definitely should pay attention to 👀 🧵.
31
127
374
@0xThoor
Thor
1 year
Top protocols in terms of 24h revenue💸. 🥇 $5.7m - $ETH.🥈 $1.3m - $RLB.🥉 $393k - $MKR.4️⃣ $274k - $DYDX.5️⃣ $202k - $SNX.6️⃣ $184k - $LDO.7️⃣ $150k - $ARB.8️⃣ $139k - $OP.9️⃣ $99k - $GMX.🔟 $92k - $STG. --------------------------------------. Their respective valuation (fully.
50
67
293
@0xThoor
Thor
1 year
Top 30d revenue generators👇 . Chains (L1)⛓.• $122m - Ethereum .• $97m - Tron .• $1m - BNB .• $1m - Solana . Chains (L2)⛓.• $3.8m - Arbitrum.• $2.3m - OP Mainnet.• $1.24m - Base. Derivatives📈.• $7.9m - dYdX.• $3.9m - GMX.• $3.7m - Synthetix.• $1.1m - Gains.• $1m -.
48
87
372
@0xThoor
Thor
1 year
There are so many narratives and verticals in crypto now. L1's.L2's.zk.Data availability.Oracles.Lending.BRC-20.LSTfi.DEXes.Stablecoins.RWA's.MEV.Gaming.Privacy.Perpetuals (CLOB, RFQ or AMMs).Data storage.Socialfi.Bridges.Options. Pick a few you have conviction in, learn.
60
70
366
@0xThoor
Thor
1 year
The Ethereum 2024 Roadmap. In April 2023, GCR wrote: "ETH at 10k is one day programmed". What needs to happen for this to become a reality?. Below are 6 upgrades and narratives coming to the Ethereum ecosystem in 2024👇. ----------1️⃣----------.Cancun/EIP4844. The Ethereum
Tweet media one
16
84
363
@0xThoor
Thor
1 year
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
Tweet media one
52
42
346
@0xThoor
Thor
2 years
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
Tweet media one
20
91
364
@0xThoor
Thor
1 year
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
@0xThoor
Thor
2 years
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
@0xThoor
Thor
2 years
Ethereum has gone from losing ~$1.8 billion per quarter to being $45m in profit Q1 2023 so far 💥. The impact of the change in supply-dynamics since the merge cannot be overstated!. Bullish $ETH (nfa)
Tweet media one
21
48
346
@0xThoor
Thor
1 year
With BTC at $41,000, December could be a very good month for alts. My current watchlist📜. $FXS - Frax is one the protocols with the most # of catalysts coming up. The largest being the launch of fraxchain w/ frxETH natively integrated (soon). Also eyeing the BAMM launch.
Tweet media one
33
63
351
@0xThoor
Thor
1 year
Binance still doing between $15b to $45b in trading volume PER DAY from their futures trading ONLY👀. Roughly 20x the daily volume of ALL of decentralized perps combined (dYdX, GMX, Synthetix etc.)📊. Protocols building a CEX-like trading experience therefore have massive upside.
Tweet media one
109
37
349
@0xThoor
Thor
2 years
Is $GMX overvalued? Or at least reaching a point of fair valuation based on current revenue and users?🧐. A small 🧵 diving into the data to analyze the current valuation of $GMX - also compared to competitors like $GNS👇
Tweet media one
34
111
348
@0xThoor
Thor
1 year
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
@0xThoor
Thor
1 year
Are We Getting Close To A Bull Market?🐂. I am more optimistic about the future of Crypto/DeFi than I've ever been. 4 charts showing that the market and crypto adoption is in a much better place than you might think👇. ----------------------1️⃣----------------------. Ethereum +
Tweet media one
Tweet media two
Tweet media three
Tweet media four
34
77
320
@0xThoor
Thor
9 months
So it appears $EIGEN might be launching this week?. I've seen pretty strong rumours but nothing is confirmed ofc. I created this sheet a few weeks back which shows the value of EigenLayer points as a function of the airdrop % and $EIGEN FDV. Note, this assumes $EIGEN snapshot is
Tweet media one
28
34
327
@0xThoor
Thor
3 months
DeFi tokens up massively on the Trump win:. $UNI +27%.$ENA +20%.$RAY +20%.$LDO +19%.$AAVE +19%.$INST +18%.$PENDLE +15%. With a more friendly regulatory environment ahead, I would not be surprised to see DeFi tokens with real traction start performing better on a relative level.
38
30
358
@0xThoor
Thor
2 years
✨🔴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/
Tweet media one
12
75
301
@0xThoor
Thor
1 year
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
Tweet media one
22
40
317
@0xThoor
Thor
2 years
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
@0xThoor
Thor
2 years
🔵Arbitrum VS Optimism🔴. Recently, Optimism flipped Arbitrum in daily transactions and is on the same path when regarding active adresses. TVL is still 2x as high on Arbitrum however. More interestingly, DEX volumes is 6-8x as high on Arbitrum on any given day🤔. This could
Tweet media one
77
54
320
@0xThoor
Thor
1 month
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.
@0xThoor
Thor
1 month
$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
Tweet media one
57
54
351
@0xThoor
Thor
1 year
So $STRK is trading pre-market at $20b FDV. But Starknet has $50m TVL. EigenLayer has 6.6b TVL - more than all rollups combined - likely $10b+ at mainnet. And EigenLayer mainnet might coincide with ETH ETF approvals. You're not bullish enough. $EIGEN
Tweet media one
44
36
322
@0xThoor
Thor
10 months
It appears that the window for launching a token and seeing it do an instant 2-3x is closed for now. Most recent token launches are down bad:. $OMNI.$W.$PARCL. Market unable to absorb all the additional liquidity + people getting airdrops seemingly want to cash them in instead
Tweet media one
52
36
332
@0xThoor
Thor
2 years
I’m thinking it’s quite unlikely $ARB trades at $5-$10+ initially. Who are the buyers at these prices? And imagine the amount of people wanting to sell their airdrop at $10 $ARB. Don’t let unrealistic price predictions blind you - some are trying to use you as exit liquidity.
26
22
305
@0xThoor
Thor
2 years
The stablecoin market is a future trillion-dollar industry💰. There are some major opportunities to capitalize on if you know where to look 🔎. Here are 8 Elite Tier (current and upcoming) decentralized stablecoin projects👇
Tweet media one
25
81
319
@0xThoor
Thor
10 months
$ETHFI is currently trading at a $6.3b valuation. This makes it so obvious that farming LRT and $EIGEN points is a no-brainer right now. Here's a quick breakdown. 1️⃣ Etherfi. - Already airdropped 6.6% of the supply.- 5% of supply ($315m) to season 2 points program.- Concluding
Tweet media one
36
69
319
@0xThoor
Thor
5 months
Is ETH no longer ultra sound money?🦇❌🔊. (5-min read). August is on track to be the worst month in terms of fees generated on Ethereum mainnet since early 2020. Since blobs went live in March, L2s no longer pay any meaningful fees to Ethereum and ETH holders. Significant
Tweet media one
Tweet media two
Tweet media three
22
44
339
@0xThoor
Thor
11 months
- Ethereum is generating $7.58b in annualized revenue with a $430b FDV. - Maker is generating $400m in annualized revenue with a $3b token FDV. - Ethena is generating $223m in annualized revenue. - Base is generating $103m in annualized revenue. - dYdX is generating $67m in.
26
37
317
@0xThoor
Thor
1 year
Pretty insane👇 . Daily txs yesterday:. 1.37m - Base🔵.558k - Arbitrum🟣.406k - OP mainnet🔴. How long will this last?
Tweet media one
60
48
310
@0xThoor
Thor
2 years
Ethereum just finished a crazy quarter👇. Q1.📊Fees: $457m.📊Revenue: $385m.📊Earnings: $142m. Q2⚡️.📊Fees: $847m.📊Revenue: $713m.📊Earnings: $426m🏆. Earnings can be interpreted as net burn i.e the amount of ETH burned - ETH inflated. Can you imagine in a bull?👀.
20
68
316
@0xThoor
Thor
1 year
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
Tweet media one
14
135
189
@0xThoor
Thor
2 months
We're so back. New all time high in ETH ETF flows relative to BTC flows (87%). $90m ETH inflow vs $103m for BTC yesterday. I suppose $3600 for one efirium is pretty cheap?
Tweet media one
Tweet media two
21
29
338
@0xThoor
Thor
1 month
47,115 $HYPE ($1.31m) was bought by the assistance fund in the past 24h ($27.94 average price). The buybacks come from revenue generated by trading fees. Hyperliquid saw ~$5.2b in 24h perps volume which is slightly below the average the past 14 days (~$6.5b). As a base case,
Tweet media one
19
29
336
@0xThoor
Thor
25 days
Market nuking -> high volatility -> Hyperliquid trading volume spiking ($6.5b past 24h) -> more fees. $1.87m worth of HYPE purchased in past 24h at an avg price of $22.21 by the assistance fund. Hundreds of millions getting bought back yearly without even assuming any growth
Tweet media one
26
47
331
@0xThoor
Thor
1 year
$SOL vs $ETH burn🔥.------------------------------------. Since EIP-1559, a part of all fees from transactions on Ethereum is used to buy and burn $ETH. The same is also the case for Solana. In fact, 50% of all fees are used to buy and burn $SOL.
59
42
302
@0xThoor
Thor
8 months
Karak is the leading competitor to EigenLayer and just reached $1bn in TVL🍊. At On Chain Times, we had a chat with the Karak team, to hear more about:. 📌 Karak's technical/underlying design.📌 How it's fundamentally different.📌 What's in store (roadmap).And more. Check out
Tweet media one
113
61
237
@0xThoor
Thor
11 months
There are some absolutely insane farming opportunities in DeFi right now. With .• EigenLayer.• Ethena.• Elixir.• LRTs.• Pendle.• Gearbox . other points/airdrop farming protocols, there are ways to more than 2-3x your ETH in less than a month. Truly never been a better.
41
30
294
@0xThoor
Thor
1 month
Token drawdowns from their Q4 highs📊. BTC down 12.2% while the average altcoin on the list is down 39.61%. Tokens down the least include:.• $HYPE.• $BNB.• $MNT.• $ETH.• $FARTCOIN.• $SUI
Tweet media one
73
60
324
@0xThoor
Thor
2 years
Been digging into token valuations and project earnings lately. Surprisingly, $GNS from Gains Network has an incredibly low P/E ratio at only 7.07📊. $10.6m in earnings this year. The low valuation comes from a combination of high earnings, a low FDV ($140m) and deflationary
Tweet media one
34
46
297
@0xThoor
Thor
1 year
ETHBTC is now at its lowest level since Apr 2021. Yet this year we have:. - ETH spot ETF decisions.- Dencun (EIP4844).- Restaking. As well as an array of Ethereum native airdrops, net ETH deflation, Solana projects launching on the Eclipse L2 and more. Think about what this
Tweet media one
37
40
282
@0xThoor
Thor
2 years
It seems like zkSync mainnet is about to be released⚡️. Time to be an early user for a potential airdrop?🪂. While nothing is guaranteed it’s probably a good idea to use the bridge and mainnet dapps once live 👀.
@LayerZero_Core
LayerZero
2 years
12
32
266
@0xThoor
Thor
20 days
SUI.• Mcap: $14b.• FDV: $46b.• TVL: $1.80b. HYPE.• Mcap: $7.1b.• FDV: $21.4b.• TVL: $1.87b. 250m SUI ($1.15b at current price) unlocked over the next 3 months while HYPE buybacks at nearly $2m in past 24h and close to $10m in the past week.
Tweet media one
23
34
314
@0xThoor
Thor
2 years
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 🧵
Tweet media one
19
67
280
@0xThoor
Thor
1 year
Turning 24 today. Life moves so fast what the hell. Anyway, appreciate all of you and bullish on what's in store for this year🫡.
93
9
286