R🐮 @Ren_gmi Twitter profile

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@Ren_gmi

3 years

A Full GMX Research Report

GMX

Full Research Report

rileygmi.substack.com

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Last Seen Profiles

@ferdy_1941

@stw_pdg

@toriniti389251

@YURI1425026

@ShalondaVa69469

@ms_alashhab

@dstoq

@ManooElmanshy

@wa1005251749

@NagahamaSu39158

@hidzuru90273

@benrabu36478

@Water3005762210

@cukienaknikmati

@UtahCoachWhitt

@Rei94291398268

@ELIOTofficial3

@Aiman25712333

@Jacinta_Patt

@homeytokyo

@yasumi_m

@BlogUkraine

@SyncU_Team

@bokeplokalmalam

@stw_pdg

@SukaIbuIbuTua2

@JKarringto611

@ManooElmanshy

@idecay216

@GailTomy70764

@illumiro

@rakkpanda19328

@bokeplokalmalam

@cukienaknikmati

@binobino427698

@bynsara189696

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@Ren_gmi

2 years

The Markets have been pretty bleak & I am sure many people wish they had gone into stables earlier. Sometimes it's easier to hedge your portfolio, instead of selling all your spot. A thread on hedging & how to use the included hedging calculator (find calculator at the end!)

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@Ren_gmi

1 year

This whale turned $5,000 into $54 billion! Here's how you can follow them step by step 🧵

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@Ren_gmi

1 year

we finally found out who won the curve wars

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@Ren_gmi

2 years

In the past 13 hours, Alameda Research have been on the move, with multiple t/x's passing through known addresses. Many of these t/x's have been swapping Altcoins > ETH. The potential price impact if they sold their holdings could be catastrophic, with up to 99.47% downside.

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@Ren_gmi

1 year

quite easy to find people's actual wallets if they funded their friend tech wallet with it made a script that takes a twitter username and returns their wallet, pretty useful for on-chain sleuths & copy-trading.

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@Ren_gmi

2 years

1/9 Intern notes on how to survive the bear market

Laura Shin

@laurashin

2 years

On @Unchained_pod , two investors and guiding voices for Crypto Twitter, @Cobie and @cburniske , discuss survival techniques for the crypto bear market, including: * judging market tops/bottoms * lessons from previous bears * catalysts for the next bull 👉

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@Ren_gmi

1 year

1/x The Frax Finance Ecosystem 3 Stablecoins 4 Applications FXS & veFXS Curve Basepools / Metapools & Incentives & lot's on the roadmap - frxGov, Frax V3, USDP alpha, frax L2, frxETH v2 & BAMM

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@Ren_gmi

2 years

@berachain is set to launch in approx 3/4 months & it includes some truly novel systems that I believe will make it a hub of liquidity & DeFi activity. Let's dig into the core infrastructure + project alpha at the end

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@Ren_gmi

2 years

. @Tetranode modelled out how much $CRV or $CVX it would take to subsidize @CurveFinance / @ConvexFinance stable pools of various sizes. I have re-modelled this & added in the $CVX rewards from Convex staking. A thread explaining my method & how the spreadsheet works.

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@Ren_gmi

1 year

Jeffrey Wilcke, one of the Ethereum co-founders, just sent 22k ETH to Kraken. First time selling ETH in 2 years

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@Ren_gmi

2 years

Ever wanted to leverage trade without the chance of getting liquidated? or 3x long ETH and simply wait until new ATH? A thread on how @TracerDAO allows users to take lev positions in assets, both crypto & real world assets, w/out any risk of liquidation & with negated vol decay

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@Ren_gmi

3 years

@blknoiz06 Q2 2022 Report Summary

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@Ren_gmi

2 years

@DesmondIgbekele @peterig27 @SkillsLevel It’s real

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@Ren_gmi

3 years

The entire monetary amount (broad money) in all 164 currencies worldwide is $146 tn, cryptocurrencies make up just $2tn of this figure or 1.3%. Stablecoins have a market cap of $190 bn, making up just 0.13% of broad money. A thread on @Nearprotocol & $USN.

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@Ren_gmi

10 months

People telling me to cash out, lower my risk Telling me to take a hedge How about you take a chance?

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@Ren_gmi

2 years

Alpha from . @GMX_IO : “We will be reviewing the synthetics model this week for edge cases, aiming to start on the contracts next week." Me & . @808_Investor did a deep dive into: Synthetic Assets PvP AMMs & why they are *ALMOST ALWAYS* better than traditional exchanges

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@Ren_gmi

2 years

Around 400 ETH and 950,000 USDC of liquidity already positioned to scale into ARB down to $0.5.

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@Ren_gmi

2 years

. @foldfinance is set to integrate Sushiguard into @SushiSwap in order to backrun swaps and return the profit generated from this MEV in a 50/50 split with the Sushi treasury and $FOLD stakers. Let's take a look at how much revenue could be returned to $FOLD stakers:

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@Ren_gmi

2 years

Extremely rough price impact calculations if Alameda decided to market dump

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@Ren_gmi

1 year

> be top 100 Arkham points holder > forget to submit wallet

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@Ren_gmi

11 months

BONK shorters aren't exactly gamblers, paying 300%-400% a year, i assume they know something

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@Ren_gmi

11 months

- Rumours of Solana launch - Oracle for decentralised AI - Run node by installing chrome app - Will airdrop & free to use / run - Utilises your unused bandwidth / Wifi Can sign up here:

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@Ren_gmi

1 year

Arkham stays shipping... Name a better free tool for wallet analysis. Use my ref link or you are ngmi:

Viperr

@CryptoSources

1 year

Arkham stays shipping... Name a better free tool for wallet analysis. Use my ref link or you are ngmi:

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@Ren_gmi

1 year

NVDA just gained the entire market cap of ETH in like 1 hour, nice

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@Ren_gmi

1 year

@tumilett can i see your bank statements then

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@Ren_gmi

2 years

🫡

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@Ren_gmi

2 years

refreshing my memory on @Balancer & @AuraFinance

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@Ren_gmi

2 years

Mom I made it

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@Ren_gmi

1 year

To me, @IntentX_ probably one of the most interesting attempts at perps on an Eth L2 since GMX. - 180 pairs to trade - Intent-based meaning Market makers fill trades (good liquidity, by-passes low throughout chains) - Can farm INTX airdrop pre-TGE - CEX-like UI/UX Only way

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@Ren_gmi

1 year

GMX testing site 👀

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@Ren_gmi

2 years

@GMX_IO printed crazy volumes yesterday and has been holding up quite well considering the recent market conditions. Here is a quick analysis of GMX's volume on the historic day of the $LUNA full eclipse and it's huge for $GMX holders.

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@Ren_gmi

2 years

1/5 Big token unlock on $ROSE today. 910,000,000 tokens coming into circulation (9.1% of total supply), largely from seed investors who got in at 3 cents. At 3.49 bn circulating, this unlock will increase circ. supply by 26%!

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@Ren_gmi

2 years

@bitcoinzay Possibly the worst take of the entire fiasco

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@Ren_gmi

2 years

@Husslin_ @nansen_intern Then you have vitalik -

vitalik.eth

@VitalikButerin

2 years

My 40-liter backpack travel guide:

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@Ren_gmi

8 months

3rd highest ETF volume day so far would imagine we get big inflow numbers tomo

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@Ren_gmi

10 months

Grayscale sending $790M BTC to Coinbase Prime 15 mins ago

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@Ren_gmi

2 years

Yesterday we shared how @GMX_IO 's Synthetic PvP AMM is a game-changer for derivatives trading. Now it's time to dig further into the pros / cons of GMX's novel synths model and speculate on how much incremental demand it might drive. Hint - More volume, More fees 🧵👇

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@Ren_gmi

2 years

@CryptoHayes with the 100 ETH GMX buy & immediate stake

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@Ren_gmi

2 years

@Crypto_Joe10 @Tetranode @SmallCapScience @kube2_kube @chainanalysis This took a lot of work from myself, @Crypto_Joe10 & @kube2_kube . Please follow both Joe & Kube, true chad analysts & traders. Like/Retweet the first tweet below if you can:

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@Ren_gmi

1 year

> 450,000 unconfirmed Bitcoin transactions, highest ever

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@Ren_gmi

2 years

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@Ren_gmi

2 years

Price discovery $GMX

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@Ren_gmi

1 year

Binance minting 1 billion TUSD on Tron

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@Ren_gmi

2 years

crvUSD 0x95ECDC6caAf7E4805FCeF2679A92338351D24297

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@Ren_gmi

2 years

@STFX_IO 🤝 @GMX_IO

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@Ren_gmi

2 years

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@Ren_gmi

1 year

Max pain is being reminded u didn't submit ur wallet with these scams filling up my notification section

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@Ren_gmi

2 years

'Smart money' wallets have almost halved their stablecoin holdings this past month 🤔

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@Ren_gmi

1 year

~26 days entry queue for ETH staking now Lido withdrawals enabled in circa 3 hours, will be interesting to see how it all shakes up. Expect frxETH to keep gaining on the top 3 due to it's superior APY

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@Ren_gmi

2 years

$28 mil daily swap vol on Arbitrum. All time High on @GMX_IO If any coin was going to be the $LINK of the bear market, my moneys on this.

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@Ren_gmi

3 years

A #celestia Investment Thesis @CelestiaOrg let me know if there are any errors/anything to add! @musalbas @nickwh8te

Celestia

An Investment Thesis

rileygmi.substack.com

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@Ren_gmi

3 years

@blknoiz06

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@Ren_gmi

2 years

who's building the first restaking eigenlayer MEV protocols liquid staking derivative open AI quantitative account abstraction zero knowledge protocol (as a Solidly fork on Canto)?

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@Ren_gmi

1 year

Thinking of making a TG group for people using @parsec_finance - share dashboards, tips / learnings and stuff lmk if one already exists / if you'd wanna join then DM me @RiceMaximalist @chulie_b @wilburforce_ @mcasto_ @karl_0x

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@Ren_gmi

2 years

Impermanent, impermanent loss protection

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@Ren_gmi

2 years

I see no movement in US Govt holdings? anyone seeing something else?

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@Ren_gmi

1 year

Binance staking some ETH

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@Ren_gmi

2 years

so crazy that they tried to kill crypto and instead nuked their own banking system

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@Ren_gmi

2 years

I then took the on-chain holdings of Alameda and ran them through @DefiLlama 's new liquidity tool [tysm @0xngmi & co] to see the potential price impact if Alameda sold their holdings for ETH [as per the pattern].

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@Ren_gmi

2 years

As you can see, some alts would be hit extremely hard if Alameda were to sell these position on-chain for ETH. Some of the worst by price slippage: WXRP - 99.47% RNDR - 96.1% GOG - 99% LDO - 15% XSUSHI - 88.6%

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@Ren_gmi

11 months

Farming the Oracle for Decentralised AI few...

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@Ren_gmi

2 years

Understanding the Complex Pullback A thread

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@Ren_gmi

2 years

@Crypto_Joe10 @Tetranode @SmallCapScience In fact, Alameda dumped 50,615 stETH onto the market in a 2 hr period on Wednesday

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@Ren_gmi

2 years

The tool gets price quotes on 10 different dex aggregators at different levels and displays the results over a chart. The tokens in blue are ones that the tool couldn't didn't have a quote for so I did it manually, looking at the +-2% depth from the most liquid on-chain.

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@Ren_gmi

2 years

@GMX_IO @808_Investor @chainlink @Tesla This will mean ANY asset with a Chainlink Price oracle feed can be traded in GMX's PvP AMM ...🤯🤯🤯 real world assets - Oil, Apple stock, Currencies & lots of crypto assets

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@Ren_gmi

2 years

. @ArkhamIntel were kind enough to give me 100 invites to give out for their product, skipping the waitlist. DM me & i'll hook you up

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@Ren_gmi

2 years

😑 It’s so over

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@Ren_gmi

2 years

@GMX_IO Perpetual hedge Excel sheet: Where to open a perpetual hedge on-chain for cheap (get 10% off fees with this link):

Perpetual Hedge Calculator

docs.google.com

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@Ren_gmi

1 year

Arbitrum sybil farming zkSync always hedge

Lookonchain

@lookonchain

1 year

Addresses"0x2ce9" marked as Offchain Labs deposited 9,524 $ETH ($9.16M) into zkSync in the past week. Then transferred $ETH to a lot of fresh wallets through the address"0x8882". These fresh wallets appear to be interacting for the zkSync #Airdrop .

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@Ren_gmi

2 years

@cobie Trevor and his team operated a highly profitable trading strategy

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@Ren_gmi

2 years

blue coin gud $GMX nfa

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@Ren_gmi

1 year

1 year today

Caroline

@carolinecapital

2 years

@cz_binance if you're looking to minimize the market impact on your FTT sales, Alameda will happily buy it all from you today at $22!

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@Ren_gmi

10 months

The bravest thing a man can do is not sell, even if he knows there will likely be a local pullback.

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@Ren_gmi

2 years

ARB trading 2x the volume of BTC on Upbit lol

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@Ren_gmi

2 years

Ok who ready for ARB/KRW

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@Ren_gmi

2 years

In the past 13 hrs, Alameda have been making a number of transactions. Mainly converting alts, claiming rewards and unstaking assets in order to turn them into ETH / USDT. Interestingly, the majority of assets swaps are through Metamask's in house swap feature.

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@Ren_gmi

2 years

PEOPLE ARE UNDERESTIMATING THE CONTAGION

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@Ren_gmi

2 years

Arbitrum % claimed

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@Ren_gmi

2 years

I made it

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@Ren_gmi

2 years

$77 & almost 1 year later

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@Ren_gmi

3 years

A Full GMX Research Report

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@Ren_gmi

2 years

BREAKING: FUNDAMENTALS IMPROVING AS PRICES GO UP

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@Ren_gmi

2 years

@el33th4xor Wouldn't have anything to do with this I imagine

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@Ren_gmi

2 years

@Crypto_Joe10 @Tetranode @SmallCapScience @kube2_kube @chainanalysis Tagging for visibility . @cobie . @0xHamz . @Galois_Capital . @InternDAO . @AviFelman . @Tetranode . @Darrenlautf . @DeFifrog1 . @dcfgod . @DeFi_Made_Here . @rektdiomedes . @GCRClassic . @GiganticRebirth . @AlgodTrading . @Route2FI . @thedefiedge . @tztokchad . @jimtalbot . @cmsholdings

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@Ren_gmi

3 years

The possibilities of the first modular blockchain network are huge. #Celestia

Celestia

An Investment Thesis

rileygmi.substack.com

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@Ren_gmi

2 years

March 14th = 73 days into the year 73/365 = 0.2 (1/5th) Maybe TWAP BTC for 1/5th of the year for each clip idk if that = $21,877

db

@tier10k

2 years

$215,738,154 / 9,861 BTC = $21,877 Bitcoin was ~$25k on March 14, probably did some Coinbase TWAP that ended on March 14?

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@Ren_gmi

2 years

New tokenomics just dropped

Nick Timiraos

@NickTimiraos

2 years

NEW: The U.S. Treasury will design a program to buyback government debt with plans to execute purchases beginning next year The Treasury hasn't done this since 2000

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@Ren_gmi

1 year

time to start pulling this out again

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@Ren_gmi

1 year

Great dashboard from @wilburforce_ tracking the MKR smart engine burn. Been live for one day and it's added ~400 MKR & $390k DAI to the Univ2 pool. At this rate, @MakerDAO will be buying back around $7.5 mil MKR a month.

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@Ren_gmi

2 years

@cobie @0xSisyphus I would create a system that minted 1 DAI when you burn $1 of MKR, and vice versa. I would then build an application on top of MKR that provided a stable 20% APY on users DAI.

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@Ren_gmi

1 year

what are the best research reports / articles on tokenomics

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@Ren_gmi

2 years

9/9 Thanks to @cobie @cburniske & @laurashin for a great podcast! PM me if anyone wants the word doc

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@Ren_gmi

2 years

Bears in disbelief

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@Ren_gmi

2 years

Even just visually, it's wild seeing GMX above Bitcoin

Duncan Reucassel

@FloodCapital

2 years

1/ $GMX is currently #4 on the crypto fees leaderboard, 30% of those fees go directly to GMX stakers! GMX is currently trading at a ~8.2x P/E (at $41 GMX). Lets discuss how @GMX_IO unique design is able to satisfy all major stakeholders: Traders, LPs, and $GMX stakers.

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@Ren_gmi

2 years

Next week Arbitrum odyssey comes to @GMX_IO . To (potentially) qualify/boost your $ARBI airdrop you have to complete these actions. Next week: open a trade on GMX using this link

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@Ren_gmi

2 years

quick notes on mevETH [mainly copy and paste TLDR]: Manifold Finance is building its own liquid staking protocol with its own omnichain token, called mevETH, that will offer additional yield through MEV opportunities.

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@Ren_gmi

2 years

@foldfinance making mevETH, a new omnichain LSD that benefits from additional yield from MEV opportunities & have acquired cream's validator set with 25,000 ETH will dig into this & update if interesting in comments

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@Ren_gmi

1 year

@Comander_L @ArkhamIntel they still owe me an airdrop

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@Ren_gmi

2 years

my quant just sent me this

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@Ren_gmi

1 year

This is worse than 2021 imho

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@Ren_gmi

1 year

dude is barely hanging on

ASXN

@asxn_r

1 year

Trader 0x61 has a 7x leveraged ETH short of $11.6 million on @GMX_IO . This position is set to be be liquidated at $1908 (+1.1%) if he doesn’t add more collateral. The trader has already topped up their collateral multiple times to avoid liquidation.

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@Ren_gmi

2 years

Wintermute Inu is a honeypot Funds get sent to burn address so users can’t sell. RT / Spread the word

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