Paddy the Pirate
@StPaddyPirate
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A data-driven pirate sailing the seven seas of crypto | BD @Blofin_Official | Previously @crypto_banter & @EYnews
α marks the spot 🏴☠️
Joined April 2011
Don't wanna be here?
Send us removal request.
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Pinned Tweet
I know all you degens are farming SOL airdrops after $JTO blew brains
And Paddy doesn't want you to get rekt
So here is a cheat sheet to help you farm:
• 12 $SOL protocols
• Without looping
• With minimal risk
Just put the # of SOL you wish to farm with and boom 👇
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Here is a cheat sheet to help you farm:
• 6 airdrops (LayerZero, zkSync, Linea, Scroll, Interport & SyncSwap)
• With just 3 simple strategies
• Racking you up 50+ LayerZero contracts in the process
What are you waiting for? Get farming 👇
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The Telegram bot meta is in full force 🤖
I have spent hours researching the landscape so that you don't have to ⌛
Here is a thorough list of tokens, with "rug ratings" so that you know where to focus your time 👇
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To celebrate the end of Jupuary, I'm giving away one of my $JUP allocations to a follower who likes & reposts this tweet.
Winner will be picked randomly in 24 hours!
Thank you to
@weremeow
and team for rewarding $SOL OGs and believers 🫶
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Very interested to see what
@dexter_cap
has got cooking with
@gm_dot_ai
This is the guy who brought us
@lootbot_xyz
and then
@WhalesMarket
Two projects with unreal PMF. History has shown that these builders have an intricate understanding of the space and what degens want
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AI season is back in full swing!
Want to take advantage of this narrative but not sure where to start?
I spent the weekend researching the landscape so you don't have to ⌛
Here's a thorough list of tokens (70+), with "rug ratings" so that you know where to focus your time 👇
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$BLOCK showing great strength!
Up 40% since the deep dive thread below, on the back of rumours of expansion into
#GambleFi
We break $0.12, we can eye $0.30 next 👀
In the bull market this is easily a $1 token 🤝
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Can
@LH_exe
stop bull tweeting please?
I have a bag of Gods, Bridged, Omnium, Spirits of the Colossus, Bunkers and $GOD and I am still feeling underexposed ffs...
Added this guy yesterday. Happy SOLgod Sunday
@TheFracture_
🔥
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Too stoked to be able to finally tweet
#RejectHumanityReturnToMonke
and join the
@MonkeDAO
family. Have wanted an SMB since I started in
#SOL
#NFTs
a year ago. Perseverance and patience = dreams coming true.
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I know that all of your feeds are inundated with airdrop farming threads
And Paddy wants you to focus your resources on the right targets
I've ranked 48 airdrop farming targets by funds raised
Higher the raise = higher the valuation = larger your airdrop
Link to sheet 👇
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@Route2FI
Me: "I'm a farmer."
Her: "But you told me you work from home?"
Me: "Yeah... I farm... Magic internet money"
Her: "Oh! So are you rich?"
Me: "Yeah... In magic internet money"
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Link to sheet:
Please consider using my referral links if you will be farming these airdrops:
@marginfi
-
@DriftProtocol
-
💚
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Last week I showed you that the data was flagging $UNIBOT as undervalued.
Almost 2x the FDV later, the P/S analysis is indicating the same thing, and even more so:
Looking at the last 7d,
@TeamUnibot
is the 2nd most undervalued fee-generating token in crypto 🤯
$UNIBOT at an $83m FDV doesn't feel like a great R/R long ⚠️
Price-to-sales ratio indicates otherwise though:
Looking at last 7d, it is the 4th most undervalued fee-generating token across all categories 💸
Q is: Will the bot be able to sustain these fees long-term?
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Want to know which chains were the most over/under-valued in the month of March?
Here you go:
Data:
@Artemis__xyz
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So $RLB is down more than 50% from the highs a month ago
While the price of
@rollbitcom
has been dropping, fundamentals have been getting stronger
Drop in price + strong fundamentals = gud P/S
On a 30-day revenue basis, Rollbit has one of the best P/S ratios in crypto
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Everything You Need to Know About Friend Tech:
What we will cover in this mega post:
• All of the Stats and Facts
• Pros and Cons after researching and using the app myself
• Potential beta plays
• A curated list of all of the most insightful tweets/posts I've come across
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What happens when you combine:
• 14 airdrop farming strategies
• Covering 28 protocols
• Across 7 ecosystems
You get the Goliath of all airdrop cheat sheets 👇👇
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Thus far Telegram bots have been primarily focused on the EVM ecosystems 🤖
* in walks
@FluxBeamDEX
's Fluxbot *
This is why I am bullish on $FLUXB, Solana's new TG bot:
• Much smaller market cap than $ETH bots like $UNIBOT & $BANANA
• Supported by a
@SolanaFndn
grant
•
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Not a fan of the turn that $SOL memes have taken.
Dogs, cats and animals are cute.
Memes are funny.
Mocking political/business figures was one thing...
Going full-blown racist and anti-semitic is an absolute shambles and I am not here for it.
Check yourselves, gdddam.
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DEX volume is the most pertinent metric to gauge on-chain activity.
The following analysis gives us a rough idea of how much volume each user generated per day in April.
Expected to see $ARB and $ETH leading the pack here (DeFi hubs).
$CANTO took me by surprise though👀
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Been a month since the last $RLB analysis
While the price of
@rollbitcom
has been dropping, fundamentals have been getting stronger
Drop in price + strong fundamentals = gud P/S
On a 30-day revenue basis, Rollbit has one of the best P/S ratios in crypto
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Yesterday marked 1 year since the mint of
@SolSteiNFT
, the first collection launched by
@YawwwNFT
and the first mint I ever participated in on
@solana
.
A 🧵on why I never sold my minted Stein and have accumulated many more since.
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This week we've seen some awesome
@MonkeDAO
@SolanaMBS
acquisitions, with buyers paying significantly above floor for some juicy grails.
That's bullish. But do you know what is even more bullish? Unique holder count... CLIMBING.
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Felt like a change of monke 🐵
Super smooth trade-in experience on
@ElixirNFT
Bullish on NFT AMMs
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There is blood in the streets in this week's DEX dashboard update 🩸
TL;DR:
• The DEX least affected by the lack of volatility =
@synthetix_io
• The DEX that won the week/looks most undervalued =
@muxprotocol
Read on for comprehensive insights 👇
Data:
@Artemis__xyz
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LSD-Fi continues to display strong growth 📈
A month after my initial analysis of the landscape:
• LSD-Fi TVL increased by 33%
• Weighting in terms of overall LSD TVL grew to 4%
• $LBR still looks undervalued
Read on for comprehensive insights 👇
The LSD-Fi Narrative: Are you early?
LSD has become the biggest sector in crypto:
• LSD TVL = 71% of TVL on ETH & 42% of TVL across all chains.
• Lido earns more fees than every other protocol/chain, except for ETH.
YET only 3% of LSD TVL is utilized in LSD-Fi
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Blood in the streets in this week's DEX update 🩸
Least affected by the lack of volatility & most undervalued =
@muxprotocol
The way I keep going on about MUX, you'd think they were paying me. They aren't. Fundamentals vs FDV just too good to ignore.
Data:
@Artemis__xyz
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At the beginning of every month I perform an analysis of the leading L1/L2s 📈
Here are the most under/overvalued chains:
+ my key takeaways below 👇
Data:
@Artemis__xyz
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zkSync TVL has doubled in the last couple of days since I last looked.
$MUTE looks like the most obvious play for the zkSync narrative (2nd most TVL). SyncSwap is attracting most of the TVL but no token yet.
Data:
@DefiLlama
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I am more convinced than ever that the DEX narrative will outperform over the coming years.
Bybit announced mandatory KYC in April and this week Kucoin followed suit.
Every week I update a dashboard to help you track the leading DEXs.
Here are this week's insights 👇
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@robodegato
and the
@YawwwNFT
team have been in the kitchen cooking again.🧑🍳
They are launching
@d00mlist
, an NFT options trading platform (minting next week).
I'm aping into this one and I will explain my thesis below: 👇
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The more I think about it, the more bullish I become on
@NuncyPaloosi
At a $4m FDV, this is the best R/R meme I am seeing right now
A 🧵 on why I just sold my kidney to buy more $PALOOSI 👇
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If your favorite CEX hasn't required you to KYC in order to trade yet, I can almost guarantee that they will eventually.
Probably wise to start comparing the leading perps DEXs now then...
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Every week I update a dashboard that tracks the leading DEXs.
Why am I such a big believer in this narrative?
• Perfect product-market fit
• Profitable business model: DEXs generate juicy fees 💸
• Many of these protocols are undervalued
Here are this week's insights 👇
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A lot of chatter on 𝕏 about $VRTX after a successful token launch 🗣️
Here are my thoughts:
• Volume is very impressive. 90 day volume = marginally less than
@synthetix_io
, at half the FDV
• Fess are quite underwhelming, considering the volume being generated
• Fundamentals
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At the beginning of every month I perform an analysis of the leading L1/L2s 📈
Here are the most under/overvalued chains:
Data:
@Artemis__xyz
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DeFi protocols have been outperforming recently
Why? These protocols generate juicy fees 💸
• 7 of the 10 most undervalued protocols are DEXs
• $EDE, $LVL, $MCB and $GNS have low FDVs = good upside potential 📈
Here are the most undervalued fee generating protocols:
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⚠️ This data is not for the faint-hearted ⚠️
$SUI raised more than $300m, sits at an FDV of $6.8bn and has this to show for it:
• 407 daily active addresses
• $3.4m of daily DEX volume
• $12m of TVL
Data:
@Artemis__xyz
and calculated as an average over the last 2 weeks
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Weekly Perps DEX Update:
• Volume + DAU boost for $GMX, fees down though
• 3x growth in volume + fees for $MCB
• Good increase in DAU for $PERP
• Tough week for $SNX, $GNS and $LVL
• Added
@vertex_protocol
&
@HMXorg
• $MCB remains most undervalued
Data:
@Artemis__xyz
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Which chains have had the strongest starts to July?
⅓ of the way into the month, lets analyze L1/L2 performance across the most pertinent KPIs 📈
Here are the insights 👇
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Every single advertised post on my feed is a link waiting to drain my wallet
@elonmusk
PLEASE can we sort this out
ASAP
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BASE has been able to attract $171m in TVL faster than ⚡
The L2 is new and shiny. Opportunities to print 💰 are guaranteed.
This will be a regularly updated thread to help you navigate the ecosystem and seize the moment 👇
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My thesis on $BONK
Asked my gf which logo she likes the most between:
• $BONK
• $DOGE
• $SHIB
"He's the cutest by far" - she said, pointing to $BONK
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Just learned that the significant increase in $SUI transactions is due to a game called 8192 built by
@EthosWalletXYZ
.
Looks to be part of an incentive campaign from
@Mysten_Labs
:
Daily TXs:
• $SUI has shown a massive spike in daily transactions so far in July, up 1209%! Strange given that DAA and DEX volumes are down
• The rest of the chains are showing strength/weakness in this metric in line with their changes in DAA, which makes sense
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I set myself these goals back in March for my X profile
Stoked to have been able to achieve them
And I have all of you to thank!
So thank you to all those that have made these goals a reality. Your support does not go unnoticed!
To an epic and profitable 2024 💚
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The
@SuiNetwork
transaction spike has piqued a lot of interest.
Headlines about SUI overtaking Solana in daily TXs followed🏍️
Impressive throughput no doubt, but how does $SUI actually stack up against $SOL across the most pertinent KPIs?
tl;dr: Not much of a competition
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Decentralized compute narrative coming to a theater near you soon!
Coins that come to mind: $RNDR, $AKT, $LPT
What others?
The demand for GPUs to train AI models is causing a major shortage right now, with AWS, Microsoft, Google, and Oracle all limiting GPU availability to customers.
Some customers are reporting monthslong wait times for GPUs. 🧵
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The key takeaway for me is that $GMX is a beast of a protocol when there is volatility in the market.
Increased volume and liquidations = big fees = juicy real yield for stakers 💸
For perspective, here is a fee comparison of GMX vs Uniswap (the fee 👑) over the last week:
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@softmoneyinc
@BigBrainTwin
@SOLBigBrain
@FuddiesNFT
Not entirely sure what makes them bullish $SUI right now but tbf price doesn’t have to follow fundamentals.
$SUI daily active addresses continue to dwindle 👻
Last three days DAA:
· 21/5/2023 = 685
· 22/5/2023 = 612
· 23/5/2023 = 689
The bright side is that these numbers can basically only increase from here 😅
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$ARB has been one of the strongest performing alts during this rally.
Fundamentally speaking, you would expect as much...
A napkin calc of some base-line metrics this year shows that the activity on the network was not merely airdrop farming:
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Is there value in $SOL at these levels?
Step 1: Look at
@solana
's metrics relative to its FDV; and then perform a comparison with other L1/L2s.
Usually I perform these analyses on a monthly basis.
For the purposes of this analysis, though, we will look at the whole of 2023:
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Happy SOLgods Sunday ❤️
@TheFracture_
An ode, this week, to a beautiful piece that once was mine. Now resting in the safe hands of a legend in
@ThugGod6666
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Every week I update a dashboard that tracks the leading DEXs.
After the big XRP news yesterday and the volume/volatility that followed:
• Which DEX's metrics were most impressive?
• Which DEX won the week/looks most undervalued?
Here are this week's insights 👇
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@CC2Ventures
@MagicEden
The alpha everyone needs but doesn’t deserve. Shout out to you bro. Not worried about diluting your shit. Genuine pursuit of helping other gain. Easily one of my favorite accounts. My goal is to emulate this!
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Finally some volatility in the markets 🌪️
Some of the greatest beneficiaries = perps DEXs
At the same time, token prices = down bad 🩸
I smell opportunities.
Imagine the fee generation when the market is back in full force. A taste of things to come:
Data:
@Artemis__xyz
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ERC404 is officially the hottest new narrative
ELI5 pls Paddy:
• What exactly is this new standard?
• Where do you trade these tokens?
• What are some projects to keep an eye on?
• Should you be aping in?
Here is everything you need to know about this new meta 👇
What
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The jig is up!
I just found out that
@StPaddyPirate
is actually on our research team. Been following him for a while and even asked my team to reach out to him and get him onto our team - turns out he is already here!
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VC funding in crypto is down 94% from the 2021 peak 🩸
An illustration of:
• Where we are in the market cycle
• Tough macro-economic conditions
• A harsh regulatory environment
Worth noting that global VC investment is also down bad, albeit not as dramatically
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Weekly Perps DEX Update
#30
Bit of a cool down this week after a turbulent prior week
I'll keep reminding you, though, as we enter a new bull market...
This sector is the biggest beneficiary of increases in volume and volatility
Don't sleep on it 💤
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Weekly Perps DEX Update
#24
:
Some of the greatest beneficiaries of the recent influx in volume, volatility & liquidity = perps DEXs
Prices have been lagging behind the growth in metrics, but have begun to pick up the pace
Read on for more comprehensive insights 👇
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Great napkin math to already start estimating the worth of your $JUP airdrop
But I challenge
@0xjaypeg
's conservative FDV assumption of $1bn
Def achievable but an optimistic assumption imo
A more realistic and conservative FDV is around $500m, based on similar protocols
Some moon math on the $JUP airdrop, from the *official criteria* (see QT)
- Conservative FDV of 1B means tier 1 is getting a 5 fig airdrop (lfg!)
- Each eligible wallet is getting $20-100 depending on FDV
Overall nice stimmy for the manlets, very reminiscent of the UNI airdrop
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Perps DEX in the spotlight:
@ApolloX_Finance
🔍
$APX has been one of the best performing perps DEX tokens over the last 2 months, up 125%
Why? Look at the growth in volume:
• Oct vs Sep = +77%
• Oct vs May = +553%
Price rising on the back of strong fundamentals 🤝
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That was a healthy flush of leverage legends
It was needed
No reason to panic
BTFD 🫡
Something I want to point out is that we're at a point where you have to look at open interest in USD, not coins anymore.
If you look at OI in # of coins then it might seem that there's not much leverage, but in USD terms global open interest is at an all time high.
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My gf tried to warn you that $BONK is the future of finance
Will get more financial advice from her later
Stay tuned
My thesis on $BONK
Asked my gf which logo she likes the most between:
• $BONK
• $DOGE
• $SHIB
"He's the cutest by far" - she said, pointing to $BONK
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Here is a complete overview of L1/L2 performance in May.
Ranked from most under to overvalued.
At first glance:
• $SOL and $FTM have moved up the ranks 📈
• $MATIC lost some ground 🔻
🧵An in-depth look at each KPI 👇
Data:
@Artemis__xyz
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Pay attention to the following chains this month ⚠️
Based on data from the first week of June, these chains are showing the biggest fluctuations in average DAA month-on-month:
💹 - $SUI = 2x
🔻 - $FLOW = down bad
Data:
@Artemis__xyz
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If you are looking at LSD-Fi TVL in $ terms, you'd be tricked into thinking the sector is shrinking.
In terms of $ETH, it is clear that the sector is displaying strong growth 📈
3 months since my last analysis, the sector has grown by 17%
Read on for comprehensive insights 👇
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1/ Tomorrow marks 3 months since the $ARB airdrop.
In that time the L2 has made $25m in revenue (sequencer fees paid by users).
The current margin of 25% means that:
• Costs paid to $ETH = $19m
• Profit = $6m
The profit margin is average but EIP-4844 changes this 👇
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Price action has been bizarre on $RLB considering fundamentals are so strong + huge token burns
I've said it many times before,
@rollbitcom
literally has the best P/S ratio in crypto
Price being suppressed by whales TPing as
@crypto_condom
suggested or something sus happening?
$RLB has never done better, but still 50% from ATH.
A question I am debating with myself is:
Is it undervalued or is something sus going on?
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Today it's Binance, tomorrow it's [insert CEX here]
Sooner or later degens will start exclusively using DEXs
Be ahead of the game by monitoring my dashboard (updated weekly)👇
This week's winning DEX is
@muxprotocol
, leading almost every KPI and looking juicy at a $50m FDV
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Reminder that the biggest winners during meme season are the DEXs.
Increase in volume week-on-week:
• $ETH +32.71%
• $SOL +48.25%
Most of the volume on $ETH is captured by
@Uniswap
(~85%) 👑
$SOL's volume is mostly on
@RaydiumProtocol
and
@orca_so
.
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$ANALOS timing and mechanics seem a bit sus...
Mechanics:
• Targeted top DEX users (same users that are eligible for big $JUP allo)
• Had to claim (sign a TX) instead of airdropping tokens
Timing:
• Right before $JUP airdrop
Any SOL devs looked into the claim contract? 🤔
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I've found 1 project that captures 5 of the hottest narratives:
• Airdrops
• $AVAX
• Real yield
• Perps DEXs
• Liquid staking
It's innovative, it's UI/UX is sexy and it JUST launched so you're EARLY
You can read on for more information and insights on
@HubbleExchange
👇
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Congrats
@TJKirk4
- DM your wallet addy and I’ll send over the prize 🫡
To celebrate the end of Jupuary, I'm giving away one of my $JUP allocations to a follower who likes & reposts this tweet.
Winner will be picked randomly in 24 hours!
Thank you to
@weremeow
and team for rewarding $SOL OGs and believers 🫶
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Perps DEX dashboard is currently under construction 🏗️
In the meantime, I want to highlight
@APX_Finance
's strong metrics; which continue to flourish week-on-week
This week was no exception!
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Weekly Perps Dex Update
#23
:
Last analysis was off the back of a turbulent week so no surprises to see metrics cool off a bit.
Take note of DEXs that increased in volume & users this past week:
•
@ApolloX_Finance
•
@vertex_protocol
Read on for more comprehensive insights 👇
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August Review: Fee Generating Protocols
Focusing on the top 20 fee generating protocols and looking at:
Changes in fees month-on-month
&
Fees relative to fully-diluted valuations (FDV)
TL;DR:
• Base steals the show
• Impressive growth from AAVE
• Opensea bleeds the most
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Exploring the relationship between perps DEX token prices and TVL 💸
On this basis, one protocol stands out as especially undervalued...
Here is why
@muxprotocol
looks like a good buy right now 👇
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The LSD-Fi Narrative: Are you early?
LSD has become the biggest sector in crypto:
• LSD TVL = 71% of TVL on ETH & 42% of TVL across all chains.
• Lido earns more fees than every other protocol/chain, except for ETH.
YET only 3% of LSD TVL is utilized in LSD-Fi
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Paddy is excited for $W
Here is everything you need to know about the upcoming Wormhole launch:
→ Amount of wallets that transacted
→ Token price, market cap and fully-diluted valuation
→ Eligibility criteria
→ Size of the airdrop
→ Wen airdrop
Read on to learn more 👇
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zkSync KPIs have been up-only since the launch of Era mainnet 💹
DAA (daily active addresses):
• $ZKS is averaging more DAA than $ARB this month and almost double that of $OP... The airdrop baton has officially been passed 🪂
• $ZKS ranks 6th across all chains analyzed!
DTs
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When others FUD, look for the opportunity ⚠️→💸
The data suggests that your capital is almost 7x more efficient when farming on SOL
This discrepancy between volume and TVL may be an indication that Solana DeFi is indeed gearing up for a come-back
Pay attention 👀
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Great napkin math to already start estimating the worth of your $JUP airdrop
But I challenge
@0xjaypeg
's conservative FDV assumption of $1bn
Def achievable but an optimistic assumption imo
A more realistic and conservative FDV is around $500m, based on similar protocols
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In July I pointed out that:
• TVL = bad metric for comparing chains & presents opportunity
• $SOL = more capital efficient than $ETH
• Airdrops = coming
Today:
• $SOL capital efficiency = double (now 8x)
• $JUP & $PYTH airdrops = confirmed
🫡
Low TVL on SOL may be a flaw but it is also an opportunity ⚠️→💸
The data suggests that your capital is almost 4x more efficient when farming on SOL
A low base also means more room for growth
Early-stage DeFi protocols → more farming opps + airdrops = more TVL
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Weekly Perps DEX Update
Nice to see some green on the board this week.
Here is the TL;DR:
• $GMX & $PERP increased across all metrics 📈
• $LVL & $SNX not looking so hot - decreasing across almost all metrics 🩸
• $MCB still appears undervalued 💸
Data:
@Artemis__xyz
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And just like that we have a $UNIBOT ATH 📈
Meantime, revenue has been decreasing every day since it peaked on Sunday...
Qs for me are:
• How sticky is the userbase?
• Where will daily revenue settle?
But most importantly:
• Am I mid-curving this narrative too much? 🤣
Last week I showed you that the data was flagging $UNIBOT as undervalued.
Almost 2x the FDV later, the P/S analysis is indicating the same thing, and even more so:
Looking at the last 7d,
@TeamUnibot
is the 2nd most undervalued fee-generating token in crypto 🤯
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🚨 Arbitrum DAO just approved the $ARB staking proposal
This should lead to an increase in demand for $ARB
Even if 100% of circulating tokens are staked (unlikely);
Yield is anticipated to be higher than the likes of $ETH and $SOL
Also... $ARB LSDs soon? 👀
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We love fee generating protocols 💸
And we love protocols generating high fees relative to their FDVs even more!
Here are the top 10 most undervalued fee generating protocols on a 24h, 7d and 30d basis:
Protocols featured in all 3 buckets are in bold.
Data:
@Artemis__xyz
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Rollbit are buying and burning $1.5M of their token $RLB weekly, yet has no web2 presence or audience. Blockasset has nailed web3 and web2 in a big way.
Blockasset revenue can easily surpass that of Rollbit. This is a game of reach and audience and Blockasset wins this game!
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@blockassetco
, one of the earliest projects on Solana have partnered with the likes of Wayne Rooney, Michael Bisping, Alexander Ovechkin and Khamzat Chimaev
And I think that this may very well be the first true competitor to Rollbit and $RLB.
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So $RLB is down more than 20% from the local top last week
While the price of
@rollbitcom
has been dropping, fundamentals continue to look strong
Drop in price + strong fundamentals = gud P/S
Across all timeframes, Rollbit has one of the best P/S ratios in crypto
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Which chains have had the strongest starts to July?
½ of the way into the month, lets analyze L1/L2 performance across the most pertinent KPIs 📈
Here are the insights 👇
Data provided by:
@Artemis__xyz
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Weekly Perps DEX Update
There is mostly red on the board. Here is the TL;DR:
• $LVL had a dreadful week - losing a lot of TVL and price down bad
• $PERP pumped properly
• Volume and fees decreased across the board
• $MCB still looking undervalued
Data:
@Artemis__xyz
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