Chetanya Profile
Chetanya

@Chetanya_K

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Research @thespartangroup

Joined December 2020
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@Chetanya_K
Chetanya
5 months
Why $DMT is one of my biggest conviction bets this cycle: 1. Fair launch with no huge VC unlocks 2. SankoTV showing promising growth. Expecting both creators and viewers to grow as retail enters 3. Vast product suite with $DMT as the ecosystem token: - SankoTV - L3 with native
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@Chetanya_K
Chetanya
5 months
If BTC behaves, $ENA sub <$1 seems interesting A short thread on @ethena_labs and some moon math🧵 Image Courtesy: @0xKNL__
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@Chetanya_K
Chetanya
7 months
Good to see gaming tokens catching a bid. Updating @YeouJie table to add the highest valued game on the top gaming blockchains. $CHR and $RON indeed look undervalued.
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@YeouJie
Yeou Jie
8 months
With more games like @RSTLSSxyz coming onboard to @Chromia to join @MyNeighborAlice and @MinesOfDalarnia , Chromia will have a robust gaming ecosystem. With the right strategy, we can compete against some of the top tier gaming chains. Still firmly believe $CHR is still in the
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@Chetanya_K
Chetanya
5 months
mom, i made it 🤣
@blknoiz06
Ansem 🐂🀄️
5 months
this is probably one beneficiary of that post
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@Chetanya_K
Chetanya
7 months
Ethereum achieved a major milestone last week (Mar 13th) with the recent Dencun upgrade, which introduced Proto-Dankshardding through EIP-4844. A Thread 🧵 on it's impact on L2s and $ETH
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@Chetanya_K
Chetanya
3 months
Out of the top 300 tokens, below is the list of coins (28 in total) that outperformed $ETH during 3 phases of this bull run: a. 31 Dec 2023 - 12 Mar 2024 (bull run start), b. 8 Jul 2024 - Current (re-bounce post first correction) and c. YTD performance. Note: new tokens are
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@Chetanya_K
Chetanya
5 months
Why is $RAY trading cheaper than $UNI and other comps based on vol & fees? Arguably it sits in the intersection of 2 fastest growing trends - $SOL & degeneracy / memes. Agreed token is pretty useless but so is $UNI. I guess people are doubting the sustainability of meme
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@Chetanya_K
Chetanya
5 months
6. Moon Math 🤡 In the base case, I expect $ENA TVL to grow to ~$10B. This would allow it to earn over $1B in fees and, depending on the utility of $USDe (or $sUSDe ratio), generate over $500M in revenue. Using $MKR's MC / Fees and MC / Revenue multiples, $ENA's upside could
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@Chetanya_K
Chetanya
7 months
@avocado_toast2 probably the most likely to get listed on Coinbase..
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@Chetanya_K
Chetanya
5 months
IMO, this is greatly underappreciated. Integration of prediction markets (such as @Polymarket ) with social platforms could be a game-changer. @perl_xyz on @farcaster_xyz is implementing this and has significantly contributed to the high retention rate on the social app. Most
@0xElle
elle
5 months
Crypto's missing out on Tiktok It's Gen-Z's favorite platform, and savvy marketers know how to capture that attention to make millions So for fun: let me break down how to get 100K views (and what *not* to do) using the Polymarket Tiktok!
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@Chetanya_K
Chetanya
5 months
@friendtech v2 was controversially released. Last year, many would have valued $FRIEND in billions, far above its current valuation Fair arguments have been made around activity slowdown, user stickiness, unclear team intentions/commitment, etc. However, with the introduction of
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@Chetanya_K
Chetanya
7 months
Seems like there's a minor arbitrage opportunity here by shorting $OCEAN and going long on $FET/ $AGIX to potentially gain ~5-6%. Note: FDVs might differ from Coingecko as I've used the "MAX Supply" to calculate the "Current FDV", which is what's being used for conversion.
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@SingularityNET
SingularityNET
7 months
We are excited to announce a multi-billion token merger with @Fetch_ai and @oceanprotocol to create the Artificial Superintelligence Alliance, the largest open-sourced, decentralized network, and accelerate the race to AGI. Learn more:
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@Chetanya_K
Chetanya
7 months
We are heading towards infinite computing. Future models will potentially use all available computing power including our phones. $NVIDIA is sitting on a gold mine and networks like $RNDR $AKT will be rewarded for creating an open and accessible compute marketplace
@tsarnick
Tsarathustra
7 months
Jensen Huang: OpenAI's latest model has 1.8 trillion parameters and required 30 billion quadrillion FLOPS to train
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@Chetanya_K
Chetanya
5 months
Significant milestone - looking forward to the mainnet $CHR
@Chromia
Chromia | Power to the Public
5 months
Last month we announced our Code Freeze, meaning all the work for the Chromia #mainnet has been completed and it's now time to test and audit 💪 As Alex, #Chromia co-founder stated: "Currently, we estimate that a two-month period would be sufficient for testing and audit. If
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@Chetanya_K
Chetanya
11 months
Feed filled with future $JTO millionaires rubbing it on $ETH aligned members (rightfully so) for farming zksync on gazillion wallets for months only to become the bottom 1% and receive 3 figure airdrop which they could have earned by holding $SOL FOMO it back to the Sam era plz!
@KashKysh
KashKysh ❄️
11 months
I just received $20,000 in $JTO for staking my $SOL on Jito 🏆 And guess what? You could have had the exact same if you followed my 'Solana airdrop' thread Jito is a life-changing airdrop, but it's just a warm up 💰 The era of free money is far from over - I love crypto man
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@Chetanya_K
Chetanya
6 months
Was surprised to hear about the burn rate from @isaac_mung the first time. Great to see a portco doing well @BuildOnBeam
@isaac_mung
IM
6 months
I estimate $BEAM to have an annualised deflationary rate of -6%. This excludes the one off 200mio $MC tokens burnt due to MIP-20. This is very bullish in terms of supply dynamics and it's a result of MIP-7. Credits to @cryptoian for data from his Dune dashboard.
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@Chetanya_K
Chetanya
5 months
LFG!
@SankoGameCorp
Sanko GameCorp ©
5 months
Buns ™️ Are All Minted Out. They Are Available Here On @sudoswap , On Sanko Mainnet:
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@Chetanya_K
Chetanya
3 months
Some observations from $ETH ETF vs $BTC ETF (Day 1): - $ETH inflows = $106M with $1B in volume (9.8%) vs $BTC inflows (Jan 11) = $655.3M with $4.7B in volume (14%) [not bad as the market was probably expecting net outflows] - $ETH ETF vol = ~$23% of $BTC vol [positive as market
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@Chetanya_K
Chetanya
5 months
1. It's the fastest-growing player in a highly lucrative sector - "stablecoins" - as demonstrated by the skyrocketing earnings from @Tether_to , @MakerDAO , etc. I am a believer in non-fiat-backed stablecoins, and there's a massive market opportunity for projects that can
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@Chetanya_K
Chetanya
5 months
7. Risks Ethena's design risks are generally well covered. However, a more pressing concern is how they'll manage TVL once the Points/Shards program concludes. Their ability to generate high protocol revenues and offer unusually high rates to $sUSDe holders is largely due to the
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@Chetanya_K
Chetanya
5 months
2. TVL of USDe has skyrocketed to $2.3B. @Ethena has quickly become the highest-earning DeFi protocol, only trailing behind $ETH and $MKR.
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@Chetanya_K
Chetanya
5 months
@blockgraze Yes ser. Bridge and buy $STAR for the culture
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@Chetanya_K
Chetanya
5 months
3. Interestingly, I was surprised by the resilience of the TVL after the recent leverage flush, and by the protocol's flawless management of redemptions and the USDe peg. @leptokurtic_ covers this well here: . This should boost confidence in the product
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@leptokurtic_
G | Ethena
6 months
The deleveraging event last weekend was a great stress test on the resilience of Ethena Protocols are not adequately tested when funding is +60% and your taxi driver is retiring on $WIF, they are tested in moments like this Some observations to clarify a few questions:
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@Chetanya_K
Chetanya
5 months
8. Thank you for reading this, DM's are open if anyone wants to discuss my projections or have any questions or concerns. Also, this should not be construed as financial advice. Cheers!
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@Chetanya_K
Chetanya
5 months
@nekminits Yeah the team is goated 👑
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@Chetanya_K
Chetanya
5 months
Anecdotally think more wealth was created on SOL vs ETH this cycle so it's mentally easier to buy using profits vs new capital especially when market PVP
@LouisCooper_
Louis
5 months
The difference between GME based memes on SOL vs on ETH is very telling Volume is basically non-existent on ETH while GME on SOL did 120m in 24 hours
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@Chetanya_K
Chetanya
7 months
Won’t fade @tumilett after the monster $ACX and $RBN calls
@tumilett
tumilet
7 months
I don´t think mindshare is on Aave yet, but study: - sUSDe collateral integration () - Borrowing rates going to +30%. - Reaching +200M in annualized revenues - Trading at $2B FDV
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@Chetanya_K
Chetanya
8 months
BTC DeFI Summer becomes very challenging when we have multiple standards (BRC, Runes, ARC, etc.) with fragmented liquidity, and gazillion L2s with sub-optimal bridging experience. It needs to be simpler imho
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@Chetanya_K
Chetanya
11 months
Wondering when $FIL catches bid under the AI narrative 🤔 Filecoin is the largest decentralized storage network with ~2 million TB of data stored. Projects like @BacalhauProject are bringing compute to this data and unlocking interesting use cases
@momack28
Molly Mackinlay | momack @ FIL-Singapore
11 months
Fantastic fireside between @juanbenet and @balajis on the opportunity for India, open source, crypto, & AI at #FILBangalore ! One country shouldn’t definite the future for the most pivotal technology of our time. We don’t want biased or militarized AI - we need AI for the people!
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@Chetanya_K
Chetanya
5 months
4. Thesis (cont.) b. @MacroMate8 and team are chads in terms of how quickly they have integrated $USDe in large DeFi protocols, including @fraxfinance , @pendle_fi , @MorphoLabs , etc., $USDe is exhibiting early signs of DeFi expansion. Alongside upcoming CeFi integrations
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@Chetanya_K
Chetanya
5 months
5. Valuation When comparing $ENA with lending and stablecoin protocols across TVL, fees, and revenue metrics, $ENA appears overvalued on a fully diluted basis. However, it seems reasonably valued on a MC basis. I posit that MC is a more appropriate metric at least in the
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@Chetanya_K
Chetanya
9 months
Interesting projects are being built on $TAO. Curious to see if something really takes off this cycle 🚀
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@Chetanya_K
Chetanya
5 months
4. Thesis: a. $sUSDe offers a scalable means of earning double-digit market-neutral returns making it a highly efficient alternative to $USDT / $USDC. There's significant demand for stable returns, as demonstrated by @anchor_protocol in the last cycle (ATH TVL = $18B). I
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@Chetanya_K
Chetanya
5 months
@jiminc @ethena_labs @0xKNL__ Not yet but won’t be surprised if there is revenue sharing later when the protocol matures. Right now, all the revenue is going towards insurance fund which arguably is beneficial for the protocol and token holders in the long run
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@Chetanya_K
Chetanya
6 months
When I was first analysing YT’s, this great insight shared by @unnamedfizz helped me not FOMO into YT’s and lose money. Great thread 🚀 $PENDLE
@unnamedfizz
Aditya Saraf
6 months
We all know that YT+PT = underlying price. But how exactly does the YT price move? YT price depends on the implied APY and days to expiry. As YT is traded, implied APY changes, BUT if implied APY does not change even when YT is traded, YT price will gradually decay to 0
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@Chetanya_K
Chetanya
5 months
@0xhopydoc Hi fellow DMT millionaire 🥂
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@Chetanya_K
Chetanya
5 months
4. Thesis (cont.) c. The growth from $BTC and $SOL (rumored) collateral is arguably not priced in. This could substantially expand the TAM and enable $USDe to exceed $10B in TVL within this cycle.
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@Chetanya_K
Chetanya
10 months
I think crypto as an incentive layer can speed up growth and provide open-source models a better framework to bootstrap activity and monetize. Would love projects like $TAO to get some PMF 🚀. Anyone looking to try projects building on Bittensor can check @DecentraMindETH
@BrianRoemmele
Brian Roemmele
10 months
This is perhaps one of the most important charts on AI for 2024. It was built by the amazing researcher team at @CathieDWood ’s @ARKInvest . We can see the rise of open source local models are on the path to overtake massive (and expensive) cloud based closed models.
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@Chetanya_K
Chetanya
10 months
Real (Meme) activity on INJ picking up 😅 Gods have spoken @dogwifnunchucks @dogwifkatana
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@jack0_FC
Jack0 FC
10 months
only thing happening on $INJ are two retarded dogs, battling it out $KATANA $NINJA
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@Chetanya_K
Chetanya
5 months
3. b Bull Thesis - New SocialFi Paradigm Another scenario could be that @friendtech becomes a transformative moment in SocialFI, akin to DeFi or NFTs. The emergence of social tokens with improved creator economics could redefine the formation, interaction, and monetization of
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@Chetanya_K
Chetanya
4 months
$Blur holders getting rekt from all angles (vs ETH YTD and Blast airdrop) 🤡 With NFT volumes down only, not sure what's the bull case for $blur is anymore
@blur_io
Blur
4 months
The Blast Foundation allocated 3% of BLAST to the Blur Foundation. 1% will go to Blur traders and BLUR holders in Season 3 (0.5% each). 0.5% has been reserved for Blur traders in Season 4 (more details shared on June 26). 0.5% will be reserved for future use.
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@Chetanya_K
Chetanya
5 months
4. Valuation There is definitely a huge execution risk for the thesis to play out, but I believe the market has already factored in that risk, making the current FDV attractive in terms of risk-reward. The table below underscores the skewed risk-reward ratio; if the high-case
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@Chetanya_K
Chetanya
9 months
efficient market 😂
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@Chetanya_K
Chetanya
9 months
$FIL has been the leader in the cold storage market catering to both web2 and web3 customers. Saturn solves $FIL biggest weakness i.e. seamless retrievability allowing for hot storage. Topping it up with FVM, things should start getting interesting 🚀
@Filecoin
Filecoin
9 months
Filecoin Saturn, a cutting-edge Web3 CDN, is unveiling a private beta for websites! If your website loads content from IPFS and Filecoin, supercharge its performance with @FilecoinSaturn 's lightning-fast, global, decentralized network. Join the beta👇
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@Chetanya_K
Chetanya
3 months
@mrjasonchoi @unnamedfizz nailed multiple calls (sol, pendle, ron, etc) in the last 12 months
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@Chetanya_K
Chetanya
9 months
DCG creating a $TAO trust to dump Foundry's $TAO mining rewards would be interesting. 2021 $FIL trust launch could be an interesting case study
@icebergy_
icebergy ❄️
9 months
?
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@Chetanya_K
Chetanya
7 months
4/ Fees, Costs, and Profits for these L2s have all decreased in absolute terms but the profit margin has significantly increased post Dencun - suggesting better rollup economics. Except, @base which saw an increase in fees due to degens paying "priority fees" to bid on memes
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@Chetanya_K
Chetanya
5 months
Hey Lord, grant me the same level of conviction that @machibigbrother has for $FRIEND ser bought another $400k after @momind__ dumped
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@Chetanya_K
Chetanya
5 months
We are hosting 2 events in Hong Kong this week, come say hi :)
@TheSpartanGroup
The Spartan Group
5 months
The rise of the Bitcoin ecosystem is in full swing... Meet us, and a stellar line-up of guests, at our 2 events in Hong Kong this week as we delve further into the landscape. RSVP 🧵↓
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@Chetanya_K
Chetanya
5 months
@Marc__Vlad TBH holding anything for >24 months in crypto is challenging except for the blue chips. Value accrual to $ENA would significantly come down during a bear market as the funding rates come down. The valuation should adjust accordingly. So, no probably won’t hold $ENA during the
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@Chetanya_K
Chetanya
5 months
2. Metrics @whale_hunter_ dashboard () provides insightful data, summarized in the table below In summary, activity spiked at launch last year, then plummeted until the token's recent launch The general concern is that the users are not sticky and the
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@Chetanya_K
Chetanya
7 months
Crazy mfer 🚀
@sartoshi_rip
sartoshi
7 months
mfercoin: a peer-to-peer electronic mfer system
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@Chetanya_K
Chetanya
7 months
Thanks for reading! If you enjoyed this thread give me a follow :)
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@Chetanya_K
Chetanya
5 months
Great step towards real adoption $ENA
@TheBlock__
The Block
5 months
Bybit to integrate Ethena Labs' USDe as a collateral asset, and in bitcoin and ether spot trading pairs
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@Chetanya_K
Chetanya
10 months
I wonder if the majority of people think ETF approval will be a "sell the news" event then it probably won't? (h/t GCR) Also, difficult to imagine ser Larry Fink and his frens allowing BTC to tank when they all kickstart mass marketing their new and shiny product? 🤔
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@Chetanya_K
Chetanya
5 months
Thank you for reading, my dms are open if you would like to further discuss this or challenge my assumptions. Also, this shouldn't be construed as financial advice.
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@Chetanya_K
Chetanya
5 months
5. Catalysts: - More details around tokenomics, treasury deployment, product development could alleviate risks and improve price - Base on-chain season 2 could catalyze activity - Expansion to non-Twitter profiles - Third-party development over @friendtech Risks: -
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@Chetanya_K
Chetanya
2 years
👀
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@Chetanya_K
Chetanya
5 months
@tumilett think front-ends capture majority value with tech stack (including settlement) gets heavily commoditized?
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@Chetanya_K
Chetanya
7 months
6/ This impacts $ETH in two ways: a. L2s' contribution to $ETH burn has decreased significantly from 7-9% to less than 0.5%. This results in a reduced amount of $ETH being burnt from L2 transactions (which was anyways small prior to Dencun)
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@Chetanya_K
Chetanya
9 months
$CTSI re-rating incoming 🚀
@ayyyeandy
Andy
9 months
Things I won’t be doing: selling any $DYM below $10 Things I will be doing: buying more $DYM It’s Modular szn🫡
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@Chetanya_K
Chetanya
9 months
@matrixthesun I think $CTSI as well
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@Chetanya_K
Chetanya
7 months
a new meta emerges: mfer: ✅ doodles: ✅ azuki: ??
@poopie
poopie
7 months
meme coins are $poop poopie: returned ✅ snapshot: taken ✅ holders: airdropped ✅ LP: added & burned ✅
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@Chetanya_K
Chetanya
7 months
Interesting - i like $RNDR but think it is more to do with liquidity than anything. If $TAO gets listed on Binance - we might see significant repricing of $TAO.
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@Chetanya_K
Chetanya
10 months
@0xminion ser isn't @MetisDAO doing that?
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@Chetanya_K
Chetanya
1 year
Let's goo!! $AXS $RON
@AxieInfinity
Axie Infinity
1 year
1/ Origins has passed review with Apple and is now available on the App store! We believe this is the first time that Apple has agreed to make an externally-purchased NFT usable on the App Store. Let’s dive in 🧵👇
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@Chetanya_K
Chetanya
10 months
@0xGabe_ Congrats ser 🚀
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@Chetanya_K
Chetanya
10 months
Manta New Paradigm is HERE!! I'm getting PENTA rewards Manta rewards for it, you can too. Join my team with this invite code 👉🏻 JUWBV 👈🏻 or click the link
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@Chetanya_K
Chetanya
1 year
@hosseeb Might be relevant @3RM_co
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@Chetanya_K
Chetanya
5 months
3. a Bull Thesis - Money Clubs as Memecoins Money Clubs could rival @pumpdotfun as a major memecoin trading hub. An upgrade to telegram bots, these products simplify creating speculative markets which has seen huge demand this cycle @friendtech 's platform is more appealing with
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@Chetanya_K
Chetanya
7 months
So a DEX ( @MerlinSwap ) on @MerlinLayer2 raised $480M from its IDO? Sure, most will be refunded but it just shows the staggering demand for BTC eco. $BTC DeFI Summer will be glorious
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@Chetanya_K
Chetanya
7 months
3/ L2s like @arbitrum and @base have seen a significant increase in activity, including transactions, users, and bridged volume. The biggest beneficiary has been @base , which has tripled its transactions thanks to the recent memecoin frenzy.
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@Chetanya_K
Chetanya
7 months
Finally withdrew my assets from #MantaNewParadigm . One of the worst farms ever. Since withdrawals were switched on, the TVL has dropped by >50%
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@MantaNetwork
Manta Network (🔱,🔱) Meme-ta Szn
7 months
Withdraw is enabled on #MantaNewParadigm . You can now bridge your $STONE and $wUSDM back to Ethereum mainnet. 1️⃣ 2️⃣ Click "Bridge More" 3️⃣ Select "Withdraw" 4️⃣ For $STONE, you can obtain your $ETH by unstaking through StakeStone ()
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@Chetanya_K
Chetanya
9 months
Have a good feeling about this 😇
@dwr
Dan Romero
9 months
a good week!
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@Chetanya_K
Chetanya
7 months
5/ (cont.) This could also explain why L2s have been able to boost their profit margins by not immediately passing on all cost savings to users. As more non-speculative users join, we can anticipate these L2 solutions experimenting with fee structures to attract and keep users.
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@Chetanya_K
Chetanya
7 months
6/ (cont.) b. As more activity transitions from L1 to L2, it would be interesting to observe the impact on $ETH's burn rate and value accrual.
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@Chetanya_K
Chetanya
7 months
5/ The increased activity and fees on @base indicate that the majority of activity on L2s still stems from speculative actions by users who are largely insensitive to fees.
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@Chetanya_K
Chetanya
3 months
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@Chetanya_K
Chetanya
9 months
With the ChatGPT store launching next week and NVIDIA launching their new chips EOM, $RNDR seems like an obvious bet 🚀
@0xlaiyuen
Lai Yuen (Former .eth)
9 months
Back again with another long that will be obvious in hindsight if it works. As a naturally stupid person, I especially love things related to Artificial intelligence that can Render me less stupid. A reminder of why $RNDR @rendernetwork is a good long here:
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@Chetanya_K
Chetanya
10 months
Should have just listened to GPT lmao. @coingecko plz fix
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@Chetanya_K
Chetanya
10 months
Real (Meme) activity on INJ picking up 😅 Gods have spoken @dogwifnunchucks @dogwifkatana
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@Chetanya_K
Chetanya
9 months
Seeing many LRT platforms raising private rounds at >$100M on the back of current TVL. Wonder what happens to the TVL of these platforms when $EIGEN launches 🤔 Also, what if $LDO natively supports AVS restaking?
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@Chetanya_K
Chetanya
3 months
@cryptoraz1 Not in top 300 yet but soon
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@Chetanya_K
Chetanya
9 months
he might just single-handedly take ETH past $3K 😅
@apolynya
polynya
9 months
ZK is the endgame Every single chain that needs scale will upgrade to being validity proven, or be obsoleted It's a straight up >1,000x improvement in performance, cost, efficiency & composability - 0 compromise Anyone still FUDing are like horsemen FUDing automobiles in 1900
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@Chetanya_K
Chetanya
5 months
efficient market gg
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@frankdegods
Frank
5 months
BREAKING: DONALD TRUMP IS FINE WITH CRYPTO
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@Chetanya_K
Chetanya
7 months
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@Chetanya_K
Chetanya
10 months
@hufhaus9 $FIL lmao
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@Chetanya_K
Chetanya
9 months
@TheDeFISaint Happy Birthday ser 😀
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@Chetanya_K
Chetanya
5 months
@0xKofi @ethena_labs @pumpdotfun @fantasy_top_ Oh nice - thanks for clarifying ser 🙏
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@Chetanya_K
Chetanya
11 months
Looking for a new opportunity in crypto? Join our incredible team and unlock new opportunities 🚀
@TheSpartanGroup
The Spartan Group
11 months
Spartan is hiring for 5 new positions right now 🚨 (+ 68 jobs in Web3 from our network of portfolio companies!) Link at the end of the thread 👇
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@Chetanya_K
Chetanya
2 years
@Darlington @ethermail_io is creating a Mailchimp-like solution for Web3. Other interesting solutions in the space include @0x_hashmail @Mailchain_xyz
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@Chetanya_K
Chetanya
7 months
2/ This resulted in a decrease in transaction costs on L2s by over 90%, with OPRs experiencing a greater reduction compared to ZKRs due to the additional "proof costs."
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@Chetanya_K
Chetanya
6 months
@crypto_condom @base Maybe study their tokenomics ser
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@Chetanya_K
Chetanya
11 months
@0xlaiyuen Distributed ledger technology can fix this
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@Chetanya_K
Chetanya
1 year
👀
@apolynya
polynya
1 year
I've mentioned multiple times smart contracts can be used to gamify storytelling, but how is it going to work? It's actually quite simple - you lego-fy narrative beats, and let users construct it. We've certainly had methods like exquisite corpse, but these don't scale 1/4
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@Chetanya_K
Chetanya
5 months
@0xGeeGee Yeah, made me check $PENDLE was trading sub $10M MC for most of 2022 😅
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@Chetanya_K
Chetanya
5 months
@0xGeeGee It’s incomplete, not sure how they picked these coins but missing several obvious ones like $PENDLE?
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@Chetanya_K
Chetanya
1 year
Interesting stuff 🚀
@0xhopydoc
Cody Poh
1 year
surprised that many people i know started piling cash into @friendtech farming for points hence i did a short substack piece aiming to quantify the expected return of deploying capital and come up with a logical approach to get around with the various behaviour among the crowd
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