naly
@defi_naly
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Following
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DeFi Maxi | Building cool things with cool people, pondering the big questions, and sharing my thoughts along the way | @balancer @beethoven_x
Joined July 2021
Don't wanna be here?
Send us removal request.
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I often ask myself the question - Why am I here?
The world is simply a dreary place.
Everywhere you look, you see people working their whole lives for scraps, stuck in a rat race, and constantly yearning for any opportunity for a slight taste of freedom. It's truly sad; The
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The
@cosmos
ecosystem is flourishing.
$ATOM 2.0 is coming.
This is your ultimate guide.
A mega 🧵
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6.18 trillion dollars flowed through
@chainlink
this year.
Out of the loop?
This is your Ultimate ChainLink guide.
A mega 🧵
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Layer 1's are a hot topic in crypto right now. One that is severely undervalued is Fantom. But why? Farming is buttery smooth, cheap, and has some of the most lucrative yields about, but there’s so much more. Join me for a 🧵 on why the $FTM is the sleeping giant of DeFi.
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Why is Michael J Bury predicting another economic crash?
Let's break it down.
A 🧵
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All my threads on Fantom in one place:
Have a browse for in-depth reviews on protocols, notable figures, DeFi tech and much more.
This will be pinned and constantly updated.
Big love $FTM family
A🧵
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If I had to make 3 asymmetric investment bets for the next 3 years, I would invest in the following 3 assets.
A 🧵
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Imagine a token that has constant buy demand.
Is pivotally ingrained in an evolved lending market, a next-generation CDP stablecoin, a yield asset manager and an innovative new yield primitive.
A 🧵
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A few years ago, I wrote my first thread that stated that $FTM was a sleeping giant.
✅ Airdrop coming
✅ Network upgrade with 100x throughput
✅ New
@AndreCronjeTech
protocols
✅ Stablecoin coming
✅ Recent listing on RobinHood
This statement holds even more weight today.
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$BOO!
Did I make you jump?
After jumping out into the limelight last April, Spooky has cemented itself as not only the number 1 DEX on $FTM but one of the top DEX’s across all chains.
It's
@SpookySwap
🧵 time.
The undervalued giant of DeFi.
[Part 1]
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These moments when everyone is running away from the industry are my favorite.
It forces me to dive into the industry's more profound value and growth potential.
One piece of infrastructure I have been diving into again is
@chainlink
.
Here's what I have looked into. 🧵
6.18 trillion dollars flowed through
@chainlink
this year.
Out of the loop?
This is your Ultimate ChainLink guide.
A mega 🧵
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DeFi is a realm of unbound financial creativity.
Let's break down a novel new mechanism that amplifies and optimizes yield in an innovative new way.
Here is everything you need to know about
@ChickenBonds
.
A 🧵
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My bets are on $FTM winning the alt layer-1 narrative.
Initial testing of
#FVM
saw transactions process 8.1x faster, while blocks used 98% less storage.
🔹 Gas monetisation
🔹 Ecosystem support vault
🔹 Smart wallet onboarding
Lot's to be excited for.
The throughput is 4x higher than originally estimated / planned, and we have more upgrades already added to the roadmap.
Highly recommend other teams to start looking at the VM bottleneck.
The base layer is still far from optimized.
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Are you suddenly paying attention to $FTM, and wondering what the fuss is about?
Should you be?
Let me remind you what was born out of Fantom and where that tech, and teams that started there are now.
Of course, we have
@AndreCronjeTech
leading the push. The man, the myth, the
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Narratives I'm following for 2023:
• Ultrasound Money $ETH
• Reserve Currency $BTC
• Appchain Thesis $ATOM
• Liquid Stake Derivatives $RPL $SD $FXS
• Promosing Layer 1 alternative $FTM
• Decentralised Native Swaps $RUNE
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Are there any $LINK marines in the house?
These metrics strictly track
#CCIP
fees and revenue, but it sure looks promising.
How much revenue do you predict
@chainlink
generates with the onboarding of RWAs?
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Arrrr me merry $FTM lot.
@LiquidDriver
has become a household name on the fantom seas. Their sails are set but where are they heading next? Let's dive in deep, with a tale of pirates, bountiful treasure, corgis, and a captain that is always innovating.
$LQDR
A MEGA🧵
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✅ New native token $S
✅ 1:1 Migration from $FTM
✅ Hundreds of millions of $FTM for eco-development
✅ Native layer-2 bridge connected to $ETH
✅ Fastest EVM execution layer
✅ Airdrops, grants, and liquidity strategies
✅ Canonical stablecoin
When has $FTM ever ticked so
📣 Governance News 📣
Our new forum post focuses on the future of
#Fantom
and initiates a series of governance votes regarding our new network, Sonic ( $S ).
We're asking for the community's feedback on proposed changes, programs, and initiatives.👇
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It was an honour to write for the
@FantomFDN
.
The people, the ecosystem, and the seamlessness of the chain. $FTM played a critical part in everything I am today.
From degree dropout to working in the space, this is part of the story that led me here.
A new Community Spotlight, featuring special guest
@Defi_Naly
!
"Fantom is home. Everything began with Fantom. It is fast. Ridiculously fast. Smooth, scalable, & seamless."
Naly writes from the heart, sharing insight into the beauty of DeFi & community
👉
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LSDs are all the hype right now.
But are you too late to the trade?
Let's break down the narrative and the protocols you should keep an eye on.
A 🧵
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Risk vs Opportunity cost
Let's take a look at some of the current market caps on $FTM
• $BEETS $19 million
• $LQDR $11 million
• $SPIRIT $11 million
• $OATH $11 million
My eyes deceive me.
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Most people are overlooking Boosted Pools.
Crazily capital efficient. Unrivalled efficiency. Next-level sustainability.
This is your ultimate guide.
A mega 🧵
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The rise of liquid-staked derivatives is inevitable.
And
@Balancer
technology is primed to become the hub.
A 🧵
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AI, Data monetization, RWAs & privatized blockchains.
Hundreds of trillions of dollars in value are set to flow into web3.
@chainlink
is the technology that will $LINK it all.
A 🧵
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You want to become a DeFi powerhouse.
Why are you doing it all wrong?
A 🧵
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Join me for a story of life, leverage, loss, and leaps of faith.
A 🧵
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Knowledge is your greatest asset.
If you want to be successful in
#DeFi
, the ability to seek out the “alpha” is a crypto superpower.
Explore this 🧵 for all the channels, accounts, AMAs, and websites on everything $FTM that will dramatically increase your potential to grow.
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The cat is out of the bag.
@SpookySwap
is one of the giants of DeFi.
But, how undervalued actually is it?
Where is the best place for your $BOO?
Join me for the second part of the
@SpookySwap
🧵
[PART 2]
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It's time you entered the crypts🪦
Join me and discover why
@Reaper_Farm
and the
@ByteMasons
are set to take the DeFi world by storm.
A mega🧵
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Can you hear the symphony?
@beethoven_x
have been tuning their strings and composing the scores. The soundwaves have been heard throughout the Fantom ecosystem but be prepared for the chorus to start. Beethoven X is set to become a household name in DeFi
A mega 🧵
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Bribes are about to evolve.
The
@LiquidDriver
team has recently released their V3 update on the highly anticipated "Master Gauges"
A🧵
(1/20)
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Psst pssst, yeah YOU
Want to earn some free crypto?Just vote for me and I’ll send it over.
The BRIBE WARS have taken over DeFi,with teams offering lucrative rewards for your vote.
The $CRV wars brought bribes into fruition but $FTM is taking it to the next level.
A Mega🧵
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Imagine a lending market that generates 10-20x the revenue of competitors.
Here's everything you need to know
@GranaryFinance
V2 in just 10 tweets.
A 🧵
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Join me for a story about the journey of a $FTM legend.
A tale of coincidences, betting big, and life-changing decisions.
Austin is the founder of
@FTMAlerts
and the glue that hold the Fantom community together, there is lots to learn from him.
A 🧵
7
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Borrowing and lending is a pillar of our financial system.
But, without banks, what role does it have to play in DeFi?
Let's break it down, with a deep dive into one of the most promising borrowing and lending platforms.
@GranaryFinance
A mega 🧵
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So,
@fraxfinance
has the highest yielding $ETH LST, has a $672 mill market cap stablecoin $FRAX, an inflation resistant $FPI token, a yield-bearing stable $sFRAX, tokenized treasury value accrual via $FXB, a lending market, an AMO, a secure bridge and is soon to launch its own
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Sometimes a duet steps into the spotlight, they start to sing, and it blows the crowd away.
That duet is
@beethoven_x
and
@BalancerLabs
@optimismPBC
is their next album
A 🧵
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“Hey man, you've taken the $OATH right?”
What is this oath people keep on talking about? Oath has made a name for itself in the fantom ecosystem, but many people are overlooking just how big it may be. Come and take the $OATH
A🧵
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In 2022 so far, we have seen more than $1.6 Billion exploited in DeFi.
Smart contract risk is always lurking around the corner.
@SolaceFi
is an insurance protocol that was recently launched on $FTM.
They help to mitigate these risks with some intriguing mechanics.
A 🧵
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Turbulent seas and rough waves are what brew the hardiest of pirates. The markets may be crazy, but
@LiquidDriver
continues to ship.
Interested in joining the crew?
With a few different versions of the token, which one Is suited for you?
Let's get into it 🧵
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It's time to $ERN.
Meet
@EthosReserve
, built by the
@ByteMasons
.
A next-generation, asset-optimising, decentralised stablecoin protocol.
Here's everything you need to know 👇
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Over 10,000,000 $FTM are now staked in the
@beethoven_x
$sFTMx contract, meaning a ~61% increase in liquidity since the Stader takeover.
27% of $sFTMx is then hosted on the Beets DEX, with partnerships beginning to bootstrap liquidity elsewhere.
Watch this space.
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Why should I ever have to connect my wallet in order to look at a DeFi application?
Why do projects implement this feature?!
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With $6 billion in TVL, the $BNB chain is positioned to become a dominant force of DeFi.
But, it still lacks truly decentralised and efficient infrastructure.
@ThenaFi_
is a promising project launching imminently that aims to change this.
A 🧵
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Let’s go back to basics.
#DeFi
is ripe for opportunity but the lingo can be confusing at first.
One of the basic concepts you MUST get to grips with is "Liquidity Pools"
Check out this short thread explaining them in a way that even Grandma would understand.
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Put $ETH $BTC, and $LINK in a cold wallet and forget about it for 5 years.
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I appreciate every one of you.
I love this space and I love DeFi.
Have finished with exams now. I’m going to be putting all my focus into this account.
Get ready for In depth $FTM protocol threads and DeFi explanations.
I aim to teach you something new in every thread.
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Stablecoins are the gateway to onboarding the masses into DeFi
But with the recent collapse of $UST, there has been growing concern.
With the
@FantomFDN
prioritising a native stablecoin on $FTM, what does the future hold for $fUSD?
Let's get into it.
A 🧵
5
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Serious question.
You're bullish on $FTM.
Why would you enter a 50/50 $FTM/ $USDC pool, when you can enter a 70/30?
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With alt L1s outperforming, it's got me intrigued. What's next?
I'm looking for asymmetry and see a chain that is...
🔹 Brutally beaten down
🔹 Thought to be dead
🔹 Most have capitulated
🔹 Team has 30+ years of runway
🔹 Has unique PMF with vertical EVM scaling
🔹 Released
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17/ 3️⃣ $LINK
@chainlink
plays a crucial role in enabling smart contracts to bridge the gap between the blockchain world and real-world data.
Put simply, it makes smart contracts useful for everyday life.
6.18 trillion dollars flowed through
@chainlink
this year.
Out of the loop?
This is your Ultimate ChainLink guide.
A mega 🧵
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No one is ready for whats to come at
@beethoven_x
.
@Balancer
V3 ramping up, $FTM sonic, new partnerships, and lots more to come.
Getting spicy out there.
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Wish me luck.
I have got to explain to my girlfriend's parents that I have left my Aerospace Engineering degree to pursue a career in DeFi.
I can already see the confusion on their face.
Oh god, family reunions are going to be an interesting one too...
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On the recent
@BanklessHQ
podcast with
@cz_binance
Cz stated “In the next 5 years Decentralised exchanges will be bigger than centralised exchanges”
That’s the CEO of the biggest centralised exchange stating that DeFi is the future.
Do you still doubt it?
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5000 of you people follow me for my DeFi ramblings.
Honoured and humbled. It's time for me to step it up a notch.
We're all on this journey together. 🤝
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Did you know that 90% of accounts lose 90% of their capital in the first 90 days when trading?
This statistic doesn't even include Crypto trading.
Imagine if there was a way to profit from the undeniable losses of bad traders.
Let me introduce you to
@GainsNetwork_io
A 🧵
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A few things I'm keeping an eye on...
$ETH rotation
$TIA network effects &
#solestia
narrative
$DYDX bullish unlock
$RUNE TVL and volume
$GMX stats increasing across the board
@fraxfinance
BAMM, fraxchain, $sFRAX and $FXB
$FTM sonic testing
$LINK integration and PMF momentum
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What is $GYD?
A brand new risk-isolated, decentralized stablecoin that is actually innovative.
Unlike a traditional CDP stablecoin, $GYD is backed by multiple vaults with Isolated Risk Reserves, meaning that if one vault fails, it does not create spillover risks for the
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Here's the playbook.
• Take risks, lose money, and find out who you are
• Crumble and leave the space, or wisen up
• Identify areas with asymmetric growth
• Learn as much as you can about it
• Develop this into a skill you can be paid for
• Build a CT network by helping
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It's a good day to wake up as a $FTM holder.
This is where the fun begins. Price often proceeds narrative, and this run is the catalyst for people to realize how much is cooking is under the hood.
Tunes are changing. It's time to watch all those doubters turn into believers.
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The DeFi Universe is vast.
Don't you ever gaze up, wondering what could be out there?
Climb aboard, allow me to be your space guide and join me for a journey of discovery.
Where are we heading?
Look! We are $NEAR -ly there.
[Part 1]
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Dive into a hub of ecosystem overviews, technical breakdowns, and open and honest DeFi stories.
Constantly updated. Always evolving.
A Mega 🧵 of DeFi 🧵
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The new Elliptical Concentrated Liquidity pool by
@GyroStable
is currently at an 87% utilization rate and is the second-highest swap volume generator for
@Balancer
on mainnet today.
Passive. Flexible. Optimized concentrated liquidity.
The E-CLP revolution is taking place.
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The two ecosystems that I think are worth paying close attention to in this cycle are $SOL and $FTM.
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The most efficient market for LSDs.
A futuristic, interconnected and sustainable interest-bearing hub.
A brand new participation-based yield system.
The $BEETS ecosystem is about to take it up a notch.
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I could not be more excited about all the progress at the
@FantomFDN
.
If you try DeFi on $FTM, you will understand why the chain hosts such a fanatic user base. Now watch what happens when the underlying network gets a meteoric upgrade under the hood, grants pop off, new
🚀 Sonic is on the launch pad, and we're excited to provide more details about our upcoming Sonic chain, $S token, and launch of a new strategic funding round.
@MichaelFKong
's latest blog post sheds more light on the new Sonic organization, slate of innovative new partners, and
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Been watching
@FTMAlerts
Fantom Unchained for a while now, so surreal to hear my name mentioned by
@crypto_klay
.
Such a huge fan of all of the guys, feeling incredibly honored to be mentioned.
Nothing but love for the $FTM community 💙
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Sometimes you must take risks.
This is probably one of the biggest I can take and I couldn't be more excited to do so.
The future is unknown but there is no way I'd rather have it.
My DeFi journey is about to change gear, glad to have you all along for the ride.
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24/ So there you have it:
1️⃣ $ETH - The Financial World Computer
2️⃣ $BTC - The sovereign reserve currency
3️⃣ $LINK - The missing Link to connect it all
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@OttoSuwenNFT
Would definitely have a look into
@cryptochampi0ns
severely undervalued. Gives you access to an investment group of businessmen, entrepreneurs and crypto experts. Daily alpha and inside info is shared that has already made lots of holders profits. Staking is still to come.
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Automated Market Makers (AMM)
They are the lifeblood of DeFi, but most people don't know they actually are…
Do you?
Let's break it down so you can explain them effortlessly.
A 🧵
1
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I'm looking for more DeFi projects to explore.
Which ones are on your radar?
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.
@GyroStable
is the most overlooked protocol in DeFi right now.
☑️ Unique passive CL model
☑️ Unique stablecoin mechanism
☑️ Absolute beast of a team
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17
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With $FRAX V3, $frxETH V2, and $FXB in the works, I have been intrigued by
@fraxfinance
of late.
With a two-token system, Frax will soon boast a vertical, on-chain liquidity stack that provides a monetary premium across the full depth of the interest-rate liquidity cycle.
I
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My favorite NFT marketplace of all time is
@paint_swap
.
It's buttery smooth, packed with data, and hosts some of the most badass NFT collections. It is also run by one of the hardest-working teams there is.
The techs and the infrastructure are primed... wen $FTM NFT revival?
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Now is the time to put in the work.
Opportunity is in abundance. Spot the winners now. Reap the rewards in the years to come.
Here are some I have been researching lately:
$ETH
$ATOM
$LINK
$MATIC
$RUNE
$OATH
$AAVE
$GMX
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What do AI, Art, neural networks, DAOs, and $4,433,321 have in common?
@bottoproject
is an ingenious multi-million dollar generating AI machine that leverages DeFi to train itself to become a better artist.
Here's what you should know.
A 🧵
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Pretty cool stat.
@beethoven_x
is trending to positive "cash flow".
The protocol revenue generated / $BEETS incentive emitted ratio has been trending towards 1 since the start of the year.
The new boosted pools on $FTM and $OP haven't even been released yet...
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I wouldn't overlook
@fraxfinance
.
#sfrxETH
is the fastest growing $ETH LST there has been. It's also the greatest yielding by a considerable amount.
frxETH v2, and $FRAX v3 are in the works, and the new
#fraxchain
will use frxETH to pay for gas.
A lot is cookin'
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Here's my take on $OP.
@BuildOnBase
will be bigger than most people think, & the $OP stack will push
@optimismFND
into the limelight as the hub in which L2 economic activity flows through, with revenue of the super chain flowing to staked $OP holders.
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Most DEXs are constrained in their ability to generate sustainable protocol revenue.
@Balancer
technology unlocks a profitable solution.
A 🧵
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Most people aren't following the right people.
Become a DeFi Twitter connoisseur and zone in on invaluable information.
Make sure to add these undervalued users below 10k to your follow list👇
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@beethoven_x
🤝
@ByteMasons
🤝
@optimismFND
Last week, the Byte Masons joined Beethoven X for a fireside chat.
So much knowledge was shared.
Here is a 🧵 of my notes
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I have decided to leave University, leaving behind an Aerospace Engineering degree and with it, the security that it brings.
For what?
Ever since I stumbled into DeFi, it has become a passion.
Life is too short, I want to chase that passion.
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.
@beethoven_x
is the ultimate tech stack on $FTM.
A dominant LST protocol integrated within a DEX.
One protocol hosts an LST, weighted pool tech, stableswap tech, Yield-bearing composable stableswaps, boosted pools, and soon much more with the release of Balancer V3.
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10k of you legends have decided to join me for this DeFi journey.
It is an honour exploring this evolving industry with all of you wise and intelligent people.
Truly humbled and excited to see what the future holds.
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Pretty profitable $FTM looping strategy on
@polterfinance
.
Supply $sFTMx at a net 35.54% APR and get paid to borrow $FTM at a net 51.92% APR.
Can loop that strat for some serious single-sided $FTM yield.
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How's the $FTM family doing?
New tech coming, marketing ramping up, sentiment changing - feels good!
A few bits of alpha were also dropped in the
@beethoven_x
town hall last night... It's going to be an exciting few months!
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The $BEETS market cap just flipped
@beethoven_x
treasury holdings.
Yup, you read that right.
Lots of things in the works, volume up 101% for the week, $FTM gauge reworked, E-CLPs, and Tri LST pools building steam. Exciting times up ahead in the Beetaverse.
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$FTM's latest meme coin is already nearly 3x the Mcap of the dominant LST protocol and DEX on the network which hosts ~$28 million in TVL.
What does this tell you?
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I am setting some goals:
• Create useful engaging content
• Onboard new users into DeFi
• Build real connections
• Learn to code and create smart contracts
• Add unique and genuine value to the space
• Trailblaze my own career
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I don’t think people are ready for how disruptive Reliquary could be for the DeFi industry.
✅ Evolve the MasterChef
✅ Mitigate mercenary capital
✅ Unlock billions of locked funds
✅ Powerful alternative to veModel
👏
@ByteMasons
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Broken out of pivotal weekly resistance, has had the greatest stablecoin inflows of the top 10 chains, and recently announced that an airdrop and new canonical stablecoin is coming.
Don't fade $FTM.
Give the community what they want.
Give the builders what they need to succeed.
Full video presentation coming on Wednesday!
Notifications ON 👉🔔
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You're telling me that 2024...
is the first year in existence that trillion dollar tradfi institutions will market crypto, is the $BTC halving, the year where billions of RWAs flow onchain & the year stables likely reach trillions in supply...
...and you're not giga-bullish?
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Had a shower thought.
In the future, you will transact without knowing what chain you are on. Assets will flow seamlessly through cross-chain communication infrastructure.
@chainlink
has a moat around data flow in DeFi.
I believe a moat will be built around
#CCIP
too.
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