Recently there has been a lot of scandal regarding
@defi_mochi
, since she promoted a rug, and it is not the first time..
Thanks to
@AmirOrmu
we know his wallet, so I wanted to go a little deeper and see if she did more psyop.
$ARB from
@arbitrum
is one of the few coins I feel comfortable holding in the medium/long term (besides $ETH and $BTC).
This is a short thread of the upcoming catalysts and why I am bullish on $ARB.
For reference, $ARB is priced at $1.24, MC is $1.58B, and FDV is $12.4B.
Yesterday was one of the hardest days,
@CurveFinance
and other protocols were hacked.
But who benefited from this?🤔
Some of the most benefited were the buyers of $alETH (
@AlchemixFi
) in the depeg.
These are the 7 wallets that earned the most, the last one earned +900 ETH👇
Looking for Smart Money 👀
Following SM wallets will give you a huge advantage and a lot of alpha.
This is a real example of how I search for them using on-chain analysis.
Finding protocols in their early phase can be a very profitable activity, these are the 16 protocols that I am currently following.
None of these protocols have a token, and they are ordered from most to least known.
Few people manage to become millionaires thanks to memecoins like $PEPE
But can you imagine doing it twice? It's like winning the lottery twice, something almost impossible
look at this crazy story 👇
The art of yield farming
This is a guide to the different tools I use to detect good farms, different tips on good habits, risk management, and protocols to avoid.
Thanks to
@CieloFinance
, I could see that every time a smart money wants to use a bridge, they uses
@AcrossProtocol
And every time they want to buy a token, they use
@CoWSwap
These two are quality products, with real users, not airdrop farmers.
$ACX $COW
Do you want to know the portfolio of your favorite influencer? 👀
Let's start with
@CryptoHayes
He is not very active, this month he bought more $PENDLE and deposited funds in
@ether_fi
Today I lost a lot of money due to the market crash.
But on the other hand, I went to the gym, practiced tennis, volleyball and swimming.
I don't use leverage so I can hold out, prices may go down, but your personal growth won't.
The point of this is not to condemn
@defi_mochi
, but for you to know that most influencers do this. I'm sure mochi will learn his lesson, plus his dune dashboards are very helpful.
Airdrop Farming 🙃
The other day I did a survey on
@DeBankDeFi
and it seems that many are interested in this.
Although it is not a topic I spend a lot of time on, I think it is something very profitable for small portfolios, even now after
@zksync
and
@LayerZero_Labs
If you know the power of compound interest, you should also know the benefits of getting a few extra dollars on your swaps, especially in the long term.
Thanks
@CoWSwap
for helping me grow my snowball!
Short article with all the tips and tools that I would have liked to know a time ago, focused on degens.
Security, optimization and investment tips, and all the tools I currently use.
If you plan to invest in this space, this is a useful tip.
Do your job, it is okay to research for weeks and then not invest in something, what is not okay is the opposite.
These are 4 wallets that I follow:
0x9026a229b535ecf0162dfe48fdeb3c75f7b2a7ae
0x39de56518e136d472ef9645e7d6e1f7c6c8ed37b
0x4e5a83140d2a69ee421f9b00b92df9ee27d7dffa
0x473d3a2005499301dc353afa9d0c9c5980b5188c
This part may go unnoticed, but it is the most valuable part.
I reached the top 44 on DeBank and I'm working to continue climbing! 👨🌾
I am following all my
@friendtech
holders on DeBank, as well as sharing my investments and making some (3,3) if the price is good
Link:
A few days later, she makes the exact same move, from the same wallet.
On twitter, she says that $PNP is undervalued, while on-chain she is selling it.
I'll start sharing thoughts/research/alpha on FT, until I launch my new project (a private group, but not paid)
Dontt buy my key on speculation, only if you are interested in the content.
Another questionable operation is this RT of an
@Level__Finance
announcement, while she is selling his $LVL.
Wallet: 0xb91d3e4a721a678999da6e146f657e899bef5f1c
Here's another one, she posts something bullish about
@LybraFinanceLSD
on twitter, while selling her $LBR on-chain.
Wallet: 0xf0777073e6caf73437a0e3ce7ddfa5e4bd96a690
(the same as the first)
Another bullish post, in this case for
@TigrisTrades
, at the end of the thread says that it is paid, but in the thread she shows a bullish position, while she sells her $TIG.
The wallet is the same as above.
The last one because I find it funny,
@plutus
$PLS to $10 🚀!!
Wallets:
0xbae9aa661a874b7f36565dfd5c940c709121c832
0xb91d3e4a721a678999da6e146f657e899bef5f1c
Here is Defi Mochi's address, which got the payments from
@Chibi_Fi
a project which rugged recently.
0xf0777073e6caf73437a0e3ce7ddfa5e4bd96a690
Mochi received $2k in ETH from Chibi's team (0x1f19b4fb02d915f362ad5e637310e1932ca28292),few hours before her thread about $Chibi
🧵
By the way, this is the type of wallets I like to follow, a person who is constantly profitable, not a wallet that won the lottery on a meme with a 1000x, because he probably won't do it again.
This is an example of her paid tweets, it seems good to me that she says that it is a paid promotion at the thread, but why promote a project that she don't use?
Wallet: 0xb72d93f56f6f80ae625adc58fc51bb8a65ca4e94
Also, when compared to the largest blockchains, the metrics are very positive, it is on par with BSC, it even surpasses it in some metrics. (the TVL is the same in both chains, it is wrong in DL).
If $ARB were to have the FDV of $BNB, it would push the price of $ARB to $7.1.
9:
@crypto_condom
I checked 4 of his wallets, he has a large $CRETH bag, to take advantage of the possible arbitrage.
He bought $LINK recently, but sold it after a short time, and is curiously very optimistic in the small cap $UMAMI
Another 178 $DYM for a total airdrop of 2,351 $DYM
Remember to check your old wallets and
@friendtech
wallets 👀
Thanks
@dymension
, I will not sell the tokens, they will be used as fuel to farm other airdrops 🌱
Another example of how she buys, tweets something bullish, and dump on her followers.
In this case $CHOKE from
@artichoke_fi
.
The wallet is the same as above.
As
@NorthRockLP
said, crypto is a positioning game for narratives that don't exist yet, as happened with LSDs.
So what will be the next narrative?
When staking withdrawals become available, the next update will be EIP-4844, which will reduce L2 fees and increase its efficiency.
You can read more about this update here:
It might not seem like an obvious catalyst yet, but it will be when the update takes place, and arbitrum's fees, like other L2s, drop drastically, while also increasing its efficiency and scalability.
Looking to the future, it seems that the $ARB token will have other functionalities, the sequencer fees may go to the treasury (I think they are already going at present), or even to the token holders.
Bull markets: participate in all decent seeds with short unlocks.
Bear markets: only participate in TOP TIER seeds, usually with long unlocks and acceptable valuations.
You can also see that the quality of the arbitrum ecosystem is higher than most, it is only behind ethereum in my opinion, because unlike other chains, most protocols are not forks, they are new and innovative protocols.
red=fork
You can analyze it at:
Unfortunately we cannot know who it is, since the wallets were funded from an exchange
In short, he made millions with $PEPE and $RFD, made a x26 with $BOOB and managed to sell a part in the TOP
Might be useful to follow their movements if you like to trade shitcoins
I always have my ETH, BTC and stablecoins working, There are different types of farmers, I consider myself quite conservative.
Earning 5%-20% APR doesn't sound like much, but if farmed correctly it makes a big difference in the long run, thanks to the power of compound interest.
Uniswap: ok, I will let you provide liquidity on our platform, but you will give me a commission
Other dexs: please provide liquidity on our platform, we will pay you
Study competitive advantage
Cielo just launched two powerful features: 𝗡𝗲𝘄 𝗧𝗿𝗮𝗱𝗲 𝗔𝗹𝗲𝗿𝘁𝘀 + 𝗧𝗼𝗸𝗲𝗻 𝗙𝗶𝗹𝘁𝗲𝗿𝘀
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It's interesting that despite selling my $FRIEND and having no exposure, I still use the app, I only have 3 quality keys and it feels cozy.
Chads:
@GarrettZ
@kv4rl
@tumilett
Finally, arbitrum seems to be way ahead of the other L2s, not only by adoption, but also technologically and in decentralization.
I'm not a technical person, but I can identify those who do know, like
@apolynya
, and this is what he thinks:
One of the things I do when researching an altcoin is look for team wallets, sometimes it's easy bc they have an allocation, other times
@friendtech
+
@ArkhamIntel
is a great option.
If the team is buying or holding, it is good, if it has no allocation or has sold, it is bad.