DeFi Cheetah - e/acc
@DeFi_Cheetah
Followers
38K
Following
10K
Media
368
Statuses
7K
Investing @VelocityCap_｜prev @BinanceResearch｜Disclaimer: No Financial Advice
Joined March 2022
This 🧵 is about my analysis framework of DEXes: why I think @CurveFinance prevails over @Uniswap, and why Uni v3 is a wrong move!. In short, 2 reasons: (i) pricing power & (ii) profitability.
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BREAKING: @CurveFinance’s potential of breaking into CBDC!?. Bank of International Settlement, Swiss National Bank, Bank of France and Monetary Authority of Singapore are exploring the use of Curve v2 AMM for CBDC pools for simultaneous trading and settlement!! .
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This 🧵is about the most fundamental and important question of DeFi: when does it make economic sense to be an LP for AMM (i.e. benefit > cost)?. @a16z Head of Research @Tim_Roughgarden propose a solution by introducing a new concept called Loss versus Rebalancing (LVR). 👇👇.
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A detailed report on GMX: Here you will find out:.1. How GMX differentiates itself from others (zero slippage for traders + no impermanent loss for LPs).2. How value is accrued to $GMX.3. GMX's potential risks and solutions to them. Here we go!.
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Regarding $USDC crisis, it's time to revisit the most stable stablecoin - @LiquityProtocol' $LUSD with:.- 0 governance .- fully decentralized collateral + UI.- instant liquidation.- lower liq. level than @MakerDAO.- no loss to holders since launch. How can it achieve all these?
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[Curve vs Uniswap part 2].Why is @CurveFinance better positioned itself to be the core DeFi infra than @Uniswap?. TLDR:.1. $CRV tokenomics protects Curve against competition [1-13].2. Curve’s liquidity-as-a-service: functionalities that solve on-chain liquidity issue [14-19]. .
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1. TLDR of @unichain: .- It is a general-purpose L2, NOT app-specific L2 .- Fast finality of 250ms per block, enabled by pre-confirmations to users .- *Priority ordering verified via TEE (collaborating with Flashbots team!) .- $UNI can be staked, or delegated to be staked .🧵👇.
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🧵[$FRAX >>> $DAI]🧵.Why are stablecoins of @fraxfinance & @CurveFinance regulatory-resistant than @MakerDAO? In fact, @MakerDAO is at a much higher risk!!. Short answer: Algorithmic Market Operations (AMO) + token fungibility + principle of protection of property rights. 👇👇👇.
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10K followers finally!!! That means A LOT to me!!! Thank you all for the support!!!. Below is my list of top picks of some threads of mine throughout the crypto journey so far. I am sure you will at least take away something. Enjoy!
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LPs of AMM can never be fully compensated by the trading fee (tx fee), which is a compensation only for LPs' cost of capital; LPs suffer from GAMMA RISKS as well. This 🧵 will dissect the risk profile of being LPs of AMM, especially important to LPs of @uniswap v3!.👇👇👇
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For those who don’t have enough $ARB for profits, you can earn extremely decent fees by providing one-sided liquidity in CLMM model. It always works in a hot airdrop campaign ;)
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Finally 20k followers! Thank you all for the support! Meanwhile I got hit by my life’s greatest trauma - my mum passed way earlier this Feb… She is my most beloved person in my life and without her unreserved love, I won’t be where I am. My dearest Mother, I will always miss you
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[Curve vs Uniswap part 3].Thesis: @CurveFinance is better positioned to be the core DeFi infra than @Uniswap . TLDR:.1. $CRV ponzinomics? a MISNOMER.- how inflation can be a scheme in game theory.- $CRV emission formula decoded.2. UniV3 needs stacks = worse cost structure.
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[🧵@CurveFinance is printing money🧵].$crvUSD is now charging on average >7.5% interest rate on borrowers, but still they are willing to do so, as a way of holding the leveraged long blue-chip - $BTC/ $ETH, without suffering from the risk of hard liquidation. More details👇👇
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🧵@eigenlayer is solving the most important issue in crypto, that is, D-apps' innovation is capped by infra's rate of innovation. Impacts: .- ETH price goes up SIGNIFICANTLY.- Make innovations in infra PERMISSIONLESS, eg more well-designed oracles, bridges, sidechains, etc.👇👇👇.
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New thesis in this bull market:.1. ZK-everything: @RiscZero, @MinaProtocol, @axiom_xyz ….2. Solana comeback: @jito_labs, @JupiterExchange, @marginfi, @cubexch, @MagicEden….3. BTC-related: @babylon_chain, @chainway_xyz, @Stacks, @BotanixLabs .4. Modular: @CelestiaOrg,.
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In 1 month, $CRV is pumped from $0.2 to $1.1, what happened?. TLDR: @CurveFinance is becoming the gateway for institutions to enter into DeFi, and $crvUSD could potentially scale exponentially due to enormous institutional capital inflow.👇👇👇
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This 🧵 recaps @fraxfinance products and synergy in-between. They exist for good reasons. After reading this 🧵, you’ll be able to answer the following questions:.- Why are there so many different products on @fraxfinance? .- How are they intertwined? .- What’s the rationale of
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🧵about one of the most important updates of @CurveFinance (apart from $crvUSD): Tricrypto New Generation (TNG). TLDR: Curve could FLIP @uniswap's trading volume as TNG offers better execution price than Uni v3 by optimising gas, drawing huge vol from bots & aggregators . 👇👇.
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In $CRV loan incident, @fraxfinance’s Fraxlend is the MVP among all lending protocols, as its debt has been prioritized in repayment schedule, with unique designs for risk management . Features TLDR: .1. Isolated lending pools: bad debts can be compartmentalized and isolated to
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Remember before $GOAT @truth_terminal got pumped, @pmarca sent $50k to help it 'escape'? Now @pmarca potentially "would fund a serious effort" to help an AI agent whose token is only traded at $30M market cap!. The story of @yesnoerror $YNE by @MattPRD: AI agent + DeSci.🧵👇👇
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13 March will be the most important date for @ethereum since the Merge. TLDR: .- It will undergo a hardfork to implement EIP-4844 (proto-danksharding) which brings huge +ve impact on L2s, as fees on L2s would then be 10x cheaper than it is today. - This will create a flywheel
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[Curve vs Uniswap - recap].3 separate 🧵s to elucidate why I think @CurveFinance stands a better chance than @Uniswap to be inevitable in DeFi and crypto in the future. No new arguments added so far, but in here you will get a more general picture for the debate!. Here we go!.
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Can you imagine one day you can get rewarded to do trades/ swap token assets?. @CurveFinance nailed it: traders are now charged with NEGATIVE FEES on LLAMMA!. Curve has reversed the law of mechanics and GRAB more TRADING VOL via the grand scheme of launching $crvUSD. 🧵🧵👇👇👇
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🧵on $crvUSD.@CurveFinance kickstart a new era of stablecoins with $crvUSD. What are the features? How does $crvUSD benefit $veCRV holders and affects $CVX holders on @ConvexFinance and users on @0xconcentrator and @0xC_lever? Let's dive in and see how it affects Curve's business.
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Abracadabra is forcing @CurveFinance founder to repay in a very controversial way: . I understand the protocol’s eagerness to protect its users, but in violation of contractual terms imprinted in smart contract coding, it is changing loan terms unilaterally. Imagine banks change
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Here comes the most comprehensive 🧵of everything you need to know about @sporedotfun by @marvin_tong, whose $SPORE has been surging continuously to ATH during Christmas! In particular, @pumpdotfun and @sporedotfun have 2 things in common which makes me very bullish on $SPORE
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#DictumExchange on @arbitrum has rugged users before 2023! . 1. If you once grant permission to it, quickly use to remove any permissions granted!!. 2. How to avoid being rugged? First, avoid interacting with new projects using PROXY CONTRACT. Details 👇👇.
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Tokenomics $EIGEN TLDR:.- total supply 1.67B.- 45% to community: 15% to each of stakedrops, community initiatives and ecosystem development, respectively .- out of 15% stakedrops, 5% based on a snapshot on 15 Mar this year (90% immediately claimable).- 29.5% to investors .- 25.5%.
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A short recap about sell pressure of $ETH after Shanghai upgrade/ Capella:. TLDR:.- worst-case: sell pressure = ~3.4% $ETH daily trading volume, lasting for 5 days, assume all validators choose partial withdrawal (PW) and sell all $ETH reward at once (accumulated since 2020).🧵👇.
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Important updates of @synthetix_io with huge ALPHA!!!!.With almost 60% APR by staking $SNX, perhaps it is one of the better options to earn yield in the current market. What if I tell you there could be further upside in the next few months?. 🧵👇👇.
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How can $YNE @yesnoerror bring groundbreaking impact on scientific research?. Apart from cost-saving ($30M vs $5.4B required to review all 90M academic papers, assuming a team of 5k PhDs keeps doing so, each $120k/yr), time is the most significant thing. To review each paper with.
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Regarding the debate about if @chainlink is just a price oracle, how many people overlook its partnership with SWIFT?. TLDR: if CCIP could capture a modest market share of 0.5% of 16B tx from SWIFT at $5.87/tx (avg of $ETH, $AVAX, $OP & $POL), this could add $21.49 to $LINK.
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This 🧵is about 3 key issues in DeFi lending. If they are solved, it can unlock super huge upside of DeFi by attracting TRILLIONS of USD from institutions!. They are:.1. interest rate isn't stochastic.2. utilization-based lending is inefficient.3. credit risk isn't composable. 👇.
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Next one I think I’ll gonna cover $SNAI @swarmnode .Any interesting project that you also want me to have in-depth research?.I’m 24-7-365 now.Call me Alpha Cheetah 🐆.
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A analytical 🧵 on market in crypto: . First, how to confirm a bull market in crypto?.Short answer: a huge base forming on the chart.$ETH is forming a 18-month huge base tightening up on the right side. This is what I’m looking for: when it breaks out, it would be explosive. Why?
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🌟 🌟 @CoWSwap just announced the first ever MEV-capturing AMM! Finally, there could be 1 AMM protecting LPs’ interest against MEV. 1 year ago I wrote a 🧵 of when it makes economic sense to be LPs for AMMs, and introduced LVR - the largest loss of LPs on AMMs that costs LPs.
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DeFi renaissance! Look at the price pump of $CRV, $CVX, $FXS and more!.Gonna share more alphas in a few hours to explain what happened! Stay tuned 😎
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For @CurveFinance exploits, only pools that are with the older version AND touch native $ETH are affected, as native $ETH has a callback when it's transferred. @fraxfinance’s $frxETH/ETH pool isn’t affected, as it’s with a newer & fixed version of vyper. It is double-checked too.
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[The most comprehensive DeSci guide] by @velocitycap_ .What are the hotly traded DeSci tokens? What are these projects doing? And most importantly, ALPHAs - what are projects that could have huge upside but haven't launched tokens?.👇👇. As @Rewkang said, the DeSci space is at.
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Main issue in LSD: decentralization vs APR maximization.By making validator set permissionless (vs whitelisting like @LidoFinance), $ETH staked in the protocol may be idle and not fully utilized - eg $rETH APR always < $wstETH APR. @fraxfinance's $frxETH v2 solves it.🧵👇👇
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Flatcoin is not a new thing… FYI @fraxfinance has already had a comparatively mature product $FPI available on @ethereum…. Why suddenly due to @BuildOnBase does the concept of inflation-pegged stablecoin become sth new 😂😂😂. Like if you want me to write a 🧵 about $FPI :).
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>100x by betting on $BUSD depeg I’m view of the regulatory incident? Here is how you can get the HUGE profits:. 1. Go to @y2kfinance .2. Choose “Hedge Vault”.3. Choose $BUSD as the subject matter.4. Fill in how much you wanna bet
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That's why @Uniswap v3 does not have the pricing power compared to @CurveFinance: .at times of FUD/ extreme market condition, liquidity in Uni v3 pools will always be drained - just imagine you trade in a CEX whose software is always down in extreme market.
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The whitepaper of @yesnoerror $YNE just got dropped off by @MattPRD & @benparr. A quick summary.🧵👇👇.
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[Frax facilitates more efficient on-chain risk pricing via $sFRAX & $FXB]. @fraxfinance is launching its v3 with 2 new important products: $sFRAX & $FXB. Both channel treasury yields to the crypto industry, but they are different: one can take $sFRAX as the 0 duration part of the.
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[⚠️warning⚠️] $eUSD holders and minters need to be very careful that @lybrafinanceLSD has made a fatal mistake causing its depeg as against USD!!! . A 🧵👇👇
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🔥Breaking🔥 .@fraxfinance’s FRAX v3 - oracle-less + more decentralized - will be out in ~30 days by @samkazemian. With updates from other stablecoin projects at @stable_summit, this might mark another stablecoin era, the liquidity venue being still @CurveFinance as always!!
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Last time I talked about @arcdotfun before $ARC went 3x, ppl asked me what's next. Here it is: $SWARMS @swarms_corp by @KyeGomezB - a multi-agent framework that enables enterprise-grade collaboration among multiple LLMs scattered around the world to solve complex tasks. 🧵👇👇
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[MakerDao earthquake!!!].A lot of @MakerDAO core contributors (~50%???) will leave on 30 Apr!!!! .@diligentdeer and @LlamaRisk may have to re-assess risks $DAI may bring to @CurveFinance and 3pool…. With imminence of $crvUSD launch, replacing $DAI with $crvUSD isn’t unlikely 🤔
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According to @samkazemian, @fraxfinance v3 will oracleless, “a totally different system and not rely on fiatcoins” including $USDC. Before we have more details, let’s recap Frax’s status quo: below is $FRAX balance sheet, much more complex but transparent than most CDP stables
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Since $CRV is pumped to ~$0.7, $CVX’s intrinsic value derived from the escrow tokens has reached $7!! Today’s 40%+ increase in $CVX reflects that the repricing of DeFi tokens is in progress!. What’s next? Maybe @fraxfinance’s $FXS 👀. Shill me more DeFi tokens you are bullish on
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This is the beginning only - @yesnoerror $YNE is changing the science research landscape by optimizing the peer review - much faster, more accurate, at a lower cost. The most meaningful project I have come across so far.
Update: Research papers are being updated and fixed on @arxiv because of errors discovered by @yesnoerror. Last night, as an experiment, we started contacting scientists and PhDs letting them know about the errors in their papers discovered by our AI agent framework. The
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[🤯 RWA default on @MakerDAO!!]. After $1.5 M $DAI default on RWA-004 (private debt of Harbor Trade) in July, $1.84M of $DAI default on RWA-003 (private debt of ConsolFreight) is at risk…. Thus I disagree with @MakerDAO’s RWA to make it more like a commercial bank. @samkazemian
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A🧵to explain the set up of this new $crvUSD/ $fFRAX pool in the midst of @CurveFinance’s biggest potential crisis. TLDR: the objective is to decrease CRV/FRAX lending pair utilization rate (UR) & interests charged on him by Fraxlend. But why Fraxlend specifically? .👇👇.
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This 🧵is about what @CelestiaOrg actually does, in view of a voting launched by @DefiIgnas and @VitalikButerin's recent article about @ethereum L2s . To begin with, we need to know what data availability is. Data availability refers to the ability of nodes in the network to.
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The promises @realDonaldTrump has made about crypto, if he becomes the 47th POTUS:.- “I will immediately fire Gary Gensler and appoint another chair of SEC who is crypto-friendly”.- “I will set up strategic reserve of $BTC for the US govt”.- “the US govt won’t sell a single buck.
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With 10K+ followers's support, now let me introduce you some GIGABRAINS & CHADS (both English & Chinese) you must follow for ALPHAs & HIDDEN GEMS! For Chinese, jump to [18-19]. Make sure you don't skip any single one of them, or you miss a TRILLION dollar. Here we go!.
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🧵Royalties War Deep Dived - @blur_io vs @opensea🧵.This is about how NFT marketplaces makes use of royalties as weapons against each other, and what implications/takeaway I get for DEX wars (i.e. @CurveFinance vs @Uniswap). 👇👇👇.
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The most comprehensive 🧵 about @binance FUD. Here are the short summary about FUD against @cz_binance @heyibinance . Disclaimer: always DYOR.
Is Binance insolvent? Four critical facts about the current #Binance FUD . This 🧵looks at:. 1. The Mazars FUD. 2. Claims of a Binance bank run/insolvency. 3. @CZ_Binance’s $2.1 billion FTT statement on CNBC. 4. BUSD. These seem to be the major FUD angles. So what are the facts?.
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PayPal's PYUSD use in DeFi has gaining stronger presence by collaborating with @fraxfinance to grow the FRAXPYUSD pool on @CurveFinance together, now exceeding $135M to become the third-largest liquidity pool on the exchange. @fraxfinance $FXS is so under estimated.
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$MAGIC holders need to read this:. @Treasure_DAO’s original vesting schedule (>1M tokens daily vesting linearly 26 Jan to 3 Mar) is replaced with one where all $MAGIC (30M+) will be unlocked on 25 Jan. 2 more days for $40M potential sell pressure.
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I’ve received a lot of DMs about the bullish thesis of @yesnoerror, here’s the TLDR:. - the first legit project serving as the confluence of crypto x AI x DeSci.- able to audit and find errors and discrepancies in published scientific papers at scale, making profound impact on
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Lofty goals + material impact on society + great founders (@MattPRD & @benparr) + good narratives = $YNE @yesnoerror.Pretty much a no-brainer.
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Inconvenient truth: @CurveFinance’s exploit is not due to its smart contract, but inherent defects in @vyperlang . What’s the implication? If the same happens to @solidity_lang, how big is the impact on DeFi?. It is the most pressing issue that hampers the growth of the industry.
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If you wanna leverage long $ETH without paying the sky-high funding rate or interest rate, and you don’t wanna get liquidated as some other perp traders just did, what option do you have? Answer: @protocol_fx . 🧵 👇🏻 . There are 2 tokens: $fETH & $xETH. $fETH only absorbs 10% of
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ICO was so hot in 2017, and then it's @pumpdotfun this year. What about ICO by AI? Here comes AICO: @aipool_tee for eg is an AI agent that can create a wallet and reward people who send funds to that wallet with a token it creates. All things you need to know about AICO.🧵👇👇
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This🧵is to explain how the web3 first principles can shape completely different business models in web3 vs web2. If you are buidlers or from web3 VCs, this would be helpful to you. 👇👇👇.
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Happy New Year Everyone!!!.This is my prediction of crypto market in 2025, covering most sectors and areas you can possibly think of. 🧵👇👇
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Just found that $YNE @yesnoerror by @MattPRD is in a perfect cup-and-handle pattern: symmetrical for both the 'cup' and 'handle', with decreasing volume plus the price tightening up.Diamond hands are holding and paper hands are out . Disclaimer: not an investment advice, DYOR
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Since my last tweet $YNE @yesnoerror is still below <$30M, but won't pretty soon, because of what @MattPRD just mentioned:.- Putting together a team of A+ advisors: what if ppl like @pmarca is in? 🤑🤑🤑.- Preparing a community of scientists and researches to collaborate on $YNE:.
What happened with @yesnoerror and $YNE over the past week:. - Launched from a 2 hour experiment I posted on X.- Over $100mil in volume on day 1.- 10k+ people hold $YNE token.- Organically listed on multiple exchanges including @binance Alpha.- Telegram community with 1,500.
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@DU09BTC Bro… why create FUD… in this article clearly the focus is on the third option which is about reducing the signatures per slot….
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That’s why I don’t support RWA lending: without seamless legal enforcement across jurisdictions to recognize on-chain transactions as the conveyance of legal titles of underlying collateral from one to another, this is pointless. Disagree with @MakerDAO’s RWA direction
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When we all think yield farming is something that’s the common sense, regulators think there are farmers out there and ask the Agriculture panel to discuss the Crypto Bill 🤣🤣🤣. Any memecoin for this 😂😂
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As I said:. “Recession is forthcoming:.1. Yield curve inversion of 2yr (3mth)/10yr has always been followed by a recession, no exception.2. Historically there has never been a time where recession did not occur for CPI >5% to come down”. SVB is likely to be the start of recession
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Conservative initial price of $EIGEN = ~$18. Max initial float = ~5% of 1.67B (should be less than that due to non-transferability).Assume its market cap is comparable to $TIA, say $1.5B (conservative, could be much higher due to premium of new coins).FDV = $30B.Price = ~$18.
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1. >$6.8M is estimated to be sandwiched as retailers trade $PEPE on the @Uniswap v2 pool!! Why is MEV so rampant when trading shitcoins? . Reason: MEV cost is cheap when sandwiching trades of shitcoins, due to (i) low liquidity depth of shitcoins & (ii) low capital efficiency of
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When a security audit firm’s social media account security has been compromised… 🤡🤡
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Given some dramas in the space which aren’t uncommon in bull market, that’s why I like @yesnoerror, where co-founders @MattPRD & @benparr lock in and keep shipping to deliver things that can make profound impact on our real world. The market is smart: $YNE holds up very well.
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Human beings are no longer error-prone with the help of @yesnoerror 🫡 Timely rectification of errors, mistakes and discrepancies can cumulatively create some big impact.
The new @yesnoerror AI upgrades are insane. 1,000x improvement. This is a super agent we can point to find errors and problems in ANYTHING. @RobertKennedyJr, you want to audit every mRNA paper? Done. @bryan_johnson, you want to audit every longevity research paper? Done.
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Someone is accumulating $YNE aggressively. the hidden gem of @yesnoerror starts being unearthed 🤔.
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The perfect combination of AI x DeSci x Crypto is $YNE @yesnoerror 🫡.
New $YNE / @yesnoerror info being released in the morning PST.
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I am preparing for the bigger mindshare of #DeSci in the coming weeks, catalysed by spot listing of $BIO @bioprotocol by @paulkhls @vincentweisser @jamessinka tomorrow.Refer to our article published 2 months ago for more details👇👇.(photo credit: @sandraaleow from @_kaitoai)
[The most comprehensive DeSci guide] by @velocitycap_ .What are the hotly traded DeSci tokens? What are these projects doing? And most importantly, ALPHAs - what are projects that could have huge upside but haven't launched tokens?.👇👇. As @Rewkang said, the DeSci space is at.
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Before some crypto unicorns that might potentially emerge from the new AI trend sparked by @deepseek_ai, this article helps you understand thoroughly why it is significant and the basic mechanism behind. Don't get mesmerized by crypto projects that take DeepSeek as soundbites.
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I don’t know if the fee proposal by @UniswapFND will get passed, but @Uniswap just sold into strength to reap great profits. It’s interesting when someone blamed @CurveFinance’s founder @newmichwill for taking his own risks of loaning against $CRV, while turning a blind eye on.
A #Uniswap Team/Investor/Advisor wallet sold 90,000 $UNI for 1.03M $USDC at $11.48 after the price of $UNI increased. The wallet received 5.44M $UNI($62.46M currently) and currently holds 926K $UNI($10.63M).
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[11 Deadly Trading Mistakes and How to Avoid Them].Recently most tokens are soaring and the FOMO sentiment is long missed. Yet, trading tactics are the key to garner and protect profits in bull run. Here are 11 mistakes most people will make, and see which affect your PnL most!.
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A short 🧵 to explain the flywheel of liquid staking services provided by @fraxfinance - why it generates more yields than other liquid staking providers:.
What a beautiful, beautiful chart. ETH staking on @fraxfinance is still yielding an 8.80% APR!. For comparison, as of this tweet:. stETH on Lido -> 4.8% APR.rETH on Rocketpool -> 4.14% APR
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I keep seeing people being negative and saying they faded $YNE, $LLM, $ARC, $SWARMS… in a bull run like this, you are fated to miss some. Don’t blame yourself. Be grateful for being early in crypto. To avoid missing more, you may also set up notifications for my tweets 🥸.
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[Risk management 101].2022 is the Black Swan Year for crypto industry. To survive, we need to know - HOW TO AVOID GETTING REKT .Here comes the concept of Ergodicity, which explains why LTCM, Lehman Brothers, FTX, LUNA, 3AC. all fell for almost impossible risks.🧵👇.
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How to earn ~40% real yield in a bear market without exposure to the market direction?. Ans: delta-neutral strategy built upon @GMX_IO - @rage_trade !!. 🧵👇👇.
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A step forward before @fraxfinance has access to Fed Master Account & Fed deposit rate, its ambition of expanding to the only risk-free RWA strategy has been gradually exposed by the most recent proposal by @samkazemian . And the market is so efficient that $FXS is pumped so hard
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Compared to gambling on memecoins, I rather focus on the fundamentals and stay with projects which will scale much bigger in the next bull run. Long-term thinking is important to ride the marker.
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One simple way to profit from $ETH etf approval:. Go to @CurveFinance, collateralize $ETH using $crvUSD and loop to say 3-4x while keeping number of bands large enough to withstand intra-day volatility. Then you can enjoy the rally without worrying much about liquidation.
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The @jump_’s collusion with @MakerDAO regarding the 120k $ETH from the hacker explains why I support @fraxfinance regarding its decentralization and regulatory resistance. @samkazemian @CryptoGrills @SalomonCrypto @DeFiDave22 @0xkapital_k @fraxbull1.
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