Adam @adammoves_ Twitter profile

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Adam

@adammoves_

6 months

It's clear that something is cooking @Aptos_Network . I'm a co-founder of the largest application on the network, and here's my list of upcoming significant ecosystem wide catalysts. 🧵

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Adam

@adammoves_

5 months

Tomorrow.

Adam

@adammoves_

5 months

I've heard there's going to be a big @ThalaLabs announcement this week. Move.

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Adam

@adammoves_

5 months

I've heard there's going to be a big @ThalaLabs announcement this week. Move.

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Adam

@adammoves_

6 months

. @Aptos April is coming Remember @ThalaLabs is the base value accrual layer for all Aptos onchain activity from swapping, borrowing, staking, minting stablecoins, token launches, and real world assets. With governance live, interested in seeing some proposals related to this.

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@adammoves_

5 months

. @OndoFinance 's USDY liquidity being seeded in size at Thala soon. Institutional DeFi 🤝 @Aptos

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@adammoves_

6 months

"🌊 Ondo is further expanding the Aptos ecosystem through a significant integration with @ThalaLabs , a decentralized finance protocol on Aptos. Highlighting $USDY’s utility, composability, and trust within the DeFi ecosystem." LFG

Ondo Finance

@OndoFinance

6 months

📣 Ondo Finance takes great pleasure in announcing our strategic partnership with Aptos Foundation, aimed at revolutionizing the integration of real world assets with blockchain technology on @Aptos_Network . 📣 This partnership not only signifies a major step forward in

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@adammoves_

5 months

The past two weeks have been some of the most active and impactful times since inception (*so far) to @ThalaLabs . Here's a recap of everything! 🧵

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Adam

@adammoves_

6 months

What does my Aptos thread mean for @ThalaLabs ? Simple, it will be the hub of all new capital inflows to the network from: 1) New entrants 2) Token launches 3) Unlocking APT 4) RWA partnerships (smth very soon here Thala specific) 5) Liquid staking

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Adam

@adammoves_

9 months

Pyth is the future of onchain oracle services without a doubt. Scalability: - Uses publishers (~6-7 CEXs / MMs / DEXs) to create price feeds, allowing oracles on far more types of assets. Serves emerging L1/tokens best. Non-crypto assets: -FX, commodities, and interest rates.

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Adam

@adammoves_

3 months

As a former VC, crypto venture over indexes on product in early stage. Could have/still can blow it out of the park by just investing in extremely ambitious founders that can 1) pivot fast 2) survive 3) do whatever it takes to win. High capital velocity = finding new PMF easy.

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@adammoves_

5 months

It's here.

Thala

@ThalaLabs

5 months

🚨 We are proud to announce that Thala is going Modular by expanding to Movement, a network of Move-based blockchains. More on what and why @movementlabsxyz 🧵

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@adammoves_

9 months

$17m APT deposit into our LSD product today. This makes @ThalaLabs the 10th largest non EVM protocol and the largest Move protocol. Exponential growth continues 😎 The team is also working on getting @PythNetwork sthAPT oracles to integrate it across the eco as collateral!

Thala

@ThalaLabs

9 months

New ATHs in TVL with over $45m in deposits - onward and upward! 🫡

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@adammoves_

6 months

The cool thing is given @ThalaLabs deep liquidity, large amounts of APT deposited, position in the ecosystem, and scope of products is that the design space from here is truly infinite. Doubling down on RWAs, restaking, AI, trading, memecoins all being considered.

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Adam

@adammoves_

6 months

Initia is a MOVE based network for interwoven rollups backed by @BinanceLabs . 2024 year of Move and @ThalaLabs . Excited to be an investor and to work more closely with the Initia team.

Initia 🪢

@initiaFDN

6 months

Interwoven rollups will bind together the modular future. Initia is proud to announce our $7.5m seed fundraise led by @Delphi_Digital and @hack_vc along with prominent angels @cobie , @dcfgod , and @SplitCapital to build a network for interwoven rollups.

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@adammoves_

6 months

Not bad @ThalaLabs 🔼

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@adammoves_

6 months

Working with one of the largest companies in Korea and Aptos for mass scale @ThalaLabs onboarding. Excited. More details to come. 🇰🇷

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@adammoves_

5 months

Being there from day -1 of Aptos (due diligence on @Aptos Move for the investment round at ParaFi), starting @ThalaLabs , to seeing the ecosystem grow to hundreds of thousands of users, 0.5b in TVL, and become of the fastest growing L1s is a great feeling.

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@adammoves_

7 months

Have been at the Aptos summit over the past week and incredibly optimistic about what the next 2-3 quarters looks like for @Aptos_Network and @ThalaLabs . Here's the breakdown:

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@adammoves_

5 months

Should bring Ethena to @Aptos and @ThalaLabs like Ondo with USDY. Wen 👀

Dan Smith

@smyyguy

5 months

If I was a new fast L1 I would pay Ethena whatever it cost to port USDe onto my chain This thing is powerful enough to kickstart defi activity on Cardano

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@adammoves_

6 months

Fundraising demand for @ThalaLabs strong, happy to see Aptos investors come back with interest to the application layer. Long road to help create this out of thin air in bear depths. One of our goals has always been to inspire Aptos investors to double back down app layer!

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@adammoves_

5 months

First major governance proposal posted on @useParliament , our snapshot like tool that we built for onchain Aptos voting. Looking forward to many more proposals created the community. Encourage the community to take a look, and discuss in the discord.

Parliament

www.parliament.dev

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Adam

@adammoves_

2 months

The level of ambition @rushimanche has for @movementlabsxyz is unmatched imo. Find another pre-launch founder who’s speaking at half as many spaces evangelizing the vision and building an early community. This + @Aptos Move -> biggest L2 out of any easily when it launches.

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@adammoves_

5 months

👀

Aptos Labs

@AptosLabs

5 months

Launch Initiated

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Adam

@adammoves_

6 months

1) Reading between the lines, it's abundantly evident that Aptos will make a major RWA announcement in April. Aptos is hosting a major event in HK then. As Neil says "three of the world's largest asset managers this week."

neil | aptos 🌐

@neilhar_

7 months

. @moshaikhs and I sat down with three of the world's largest asset managers this week A little preview...while the year started with ETFs, it will conclude with RWA on-chain en masse, growth in Asia and all using parallelisation on Aptos See you in Hong Kong

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Adam

@adammoves_

2 years

@aptoslabs has been working on developing the safest and most secure L1 and I'm excited to support them. In this thread I’ll cover some of the tech specs of its programming language - Move. Btw I’m optimistic crosschain as products like @wormholecrypto develop zkbridges 🔒

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@adammoves_

6 months

3) Community tokens. The only major distribution of $APT was during airdrop 1. Any chain knows that its tokens are the most valuable assets to build traction and acquire users. I expect that users of the chain will eventually benefit from this in a significant way.

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@adammoves_

4 months

Beyond excited to be supporting and working with @movementlabsxyz and the team @rushimanche @torabyou @coopsmoves and more. These guys seriously know how to build and we're going to do big things. Can't wait for mainnet and all the Move based innovation @ThalaLabs is doing.

Movement

@movementlabsxyz

4 months

gmove world. Today we are thrilled to announce our $38M Series A led by @polychain

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@adammoves_

28 days

Very big, real ecosystem fund from the great team at @OKX_Ventures Time to build and onboard 1B users, no shortage of Move based application funding now. Analyze the growth and change in this situation since two years and a clear trend/narrative is there.

OKX

@okx

28 days

Calling all BUILDers 💪 @OKX_Ventures and @aptos announced a new $10m fund and accelerator dedicated to advancing innovation in Web3. The accelerator will support key projects that are critical to the evolution and growth of the ecosystem. More 👇

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@adammoves_

5 months

Good article from @BanklessHQ

Thala

@ThalaLabs

5 months

1/ Thank you to @BanklessHQ for featuring Thala as one of the "5 Projects to Watch on Aptos" 🙌 As Bankless analysis notes –– "Overall, Thala has positioned itself as the center of DeFi on Aptos thanks to its holistic suite, strong hold on TVL, and supportive Foundry." 👀

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Adam

@adammoves_

6 months

Two things particularly interesting for me right now for @ThalaLabs given the APT deposits in the LST: - Thala venturing into Restaking - questions to be solved first around who the 'AVS' audience would be. - MEV capturing validator client to boost APT yields a la @jito_sol

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@adammoves_

11 months

A user *just* deposited $5m in $APT in @ThalaLabs to borrow MOD. This brings our TVL to $20m and stablecoin collateral composition to almost 60% non-USDC/USDT. DeFi just heating up here and as more APT unlocks, predict an increasing amount of this is rolled into Thala.

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@adammoves_

6 months

"...However, the recent success of Solana, Aptos, and other high-performance chains suggests they will play a major role in DeFi moving forward." @Aptos relevant article, reviewed by @AveryChing ! Worth reading. Nice work from @variantfund

DeFi Opportunities on High-Performance Chains

Builders who understand high-performance chains may be able to jump on DeFi opportunities not available in the Ethereum ecosystem.

variant.fund

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@adammoves_

8 months

@0xZoZoZo For @ThalaLabs it's that by building on @Aptos_Network we get direct and very specific support from the entire Aptos team [eng, product, marketing] - from my personal experience as a past builder/investor *far* more so than any other ecosystem does and it's not close.

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@adammoves_

6 months

2) The three largest are Blackrock, Vanguard, and Fidelity. If I had to guess this refers to either them using the chain in someway / integrating it into one of their products which has precedent in the TradFi world. Also note Blackrock is the most crypto-aligned of the bunch.

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Adam

@adammoves_

2 years

The demand for decentralized stablecoins is here to stay. The light of this situation is that when the dust settles we will have really learned what will work and what won’t. Hedging, insurance, collateralization, LP incentives, stableswap, and user demand, Still optimistic.

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Adam

@adammoves_

6 months

10) The tech and Move is elite. Thanks for reading and my DMs are open. Also, all views here are strictly my own and don't represent anyone else except me.

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Adam

@adammoves_

2 months

First non evm / Move multi chain expansion of any major protocol. Telling of what’s to come for @Aptos , @ThalaLabs , Move, and Movement.

Aptos

@Aptos

2 months

Aptos Foundation has introduced a proposal to deploy Aave V3 on Aptos Mainnet as part of Aave’s open governance process. Aave Labs has built integration code and deployed it onto the Aptos testnet. If approved, this will be Aave's first deployment to a non-EVM blockchain. Read

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Adam

@adammoves_

8 months

Inscriptions for Aptos.

[move] inscriptions for Aptos by davidiw · Pull Request #11396 · aptos-labs/aptos-core

This is a quick demo of one way in which we could do inscriptions on Aptos. The details: Builds upon our digital asset standard (token objects) inscription obtains a unique global id beginning fro...

github.com

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Adam

@adammoves_

8 months

Healthy, almost 100m with deepening THL and MOD liquidity. Move is starting to have its moment.

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Adam

@adammoves_

2 months

“Aptos flips Solana” @CryptoHayes 👀

Wu Blockchain

@WuBlockchain

2 months

BitMEX founder Arthur Hayes predicted in a video interview (38:25) that in the L1 competition, Aptos will flip Solana and become the number two L1. This will take one to three years, and he will reveal more details in September this year.

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@adammoves_

8 months

As institutional custody services deploy on @Aptos_Network , it's inevitable that funds, large traders, and other institutions: - Use LSDs (sthAPT) - Mint stablecoins (MOD) - Provide liquidity (ThalaSwap) - Farm LSDs recursively ( @EchelonMarket x sthAPT)

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@adammoves_

11 months

Excited to be leading this and working on scaling it up to $5m to further support Move applications built on Aptos and Thala. Some notes: - This is a stablecoin fund! - There's a (growing) list of partners looking to coinvest in projects coming out of this accelerator.

The Block

@TheBlock__

11 months

ICYMI: Aptos and Thala launch $1 million fund to foster new DeFi protocols

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@adammoves_

5 months

Institutional DeFi and Move are a match made in heaven.

neil | aptos 🌐

@neilhar_

5 months

Institutional DeFi and Move are a match made in heaven Solidity is not the end game - surprised / not surprised to hear how many people brought this up this week alone

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Adam

@adammoves_

1 year

We're actually over 23.5m in TVL due to defilama not counting $MOD yet (pending coingecko integration this week 👀). Places Thala solidly at #1 on Aptos and 47% of total tvl. 50m soon.

Rafi_0x

@Rafi_0x

1 year

Less than a week in and @ThalaLabs is already almost 1/3 of Aptos' TVL Soon #1 TVL on the chain $THL

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@adammoves_

6 months

4) Asia. With all said and done, Aptos out of any L1 likely has the strongest focus (and success) on Korea / the wider region. Asia has, by far, the most fluid and high velocity capital in crypto.

Mo Shaikh 🌐 aptOS

@moshaikhs

6 months

If it’s happening on Web3, it’s happening on Aptos. See for yourself: Seoul. September 2024. #TheAptosExperience

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@adammoves_

8 months

Aptos DeFi represents one of the best asymmetric bets in crypto - and is also hiring! The L1 is hiring elite analysts, liquidity strategists, institutional facing folks, protocol supporters, and more. Dm @neilhar_ from Aptos or me if you have questions / want a warm intro.

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@adammoves_

6 months

6) The @JamboTechnology phone built on the chain. Unlimited potential here, with Jambo raising $40m from top V1s to build a crypto-retail facing phone in emerging markets. Untapped for crypto as a whole and a perfect distribution channel for dapps.

The Block

@TheBlock__

6 months

Aptos and Jambo partner to empower emerging markets via web3 phone

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Adam

@adammoves_

5 months

MVM means MoveVM btw.

Chris Burniske

@cburniske

5 months

EVM, SVM, and MVM.

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@adammoves_

6 months

Someone say Aptos as DA layer?

Thala

@ThalaLabs

6 months

ICYMI: Aptos as DA Layer 👀

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@adammoves_

5 months

MoveVM.

Ansem 🐂🀄️

@blknoiz06

5 months

every rollup will pivot to using SVM, MoveVM, or some other altVM that is more performant than the default EVM I am high confidence on this, 90%+ interval

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@adammoves_

8 months

Gamechanger for @ThalaLabs , thanks to @RDNTCapital for setting precedent here and inspiring the Thala model with their dLP system in V2.

Thala

@ThalaLabs

8 months

🚨 We're excited to announce a major upgrade to the THL emission program, introducing 'Gated Emissions' to attract long-term liquidity and reward participants with THL tokens who align with the protocol's success. Read on to understand what and why Gated Emissions 🧵

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@adammoves_

6 months

5) Aptos has become extremely crypto-native. Take a look at the founders tweets. Institutional stuff aside it's obvious they care deeply about trying to create value for their users in a way we're all familiar with. This alone IMO puts Aptos into the 'unfadeble' category.

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@adammoves_

1 month

Stablecoins coming? 👀 @Aptos

Mo Shaikh 🌐 aptOS

@moshaikhs

1 month

stablecoins are upon us. @circle just unveiled their Euro e-money. when I spoke at @pointzeroforum last week, I explained how Aptos will revolutionize high-volume cross-border transactions to some of the biggest banks and I can tell you, they were taking notes...✏️

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@adammoves_

7 months

Put Aptos founders on notifs.

Zoomer Oracle

@ZoomerOracle

7 months

Time to put Aptos founders on notifications

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@adammoves_

7 months

Excited to be supporting @OndoFinance as an investor and start working more closely with their products! Big day for them with the release of $ONDO - they're the clear leader in the RWA onchain market.

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@adammoves_

28 days

Ondo x Move, naturally in size at @ThalaLabs

Thala

@ThalaLabs

28 days

We are excited to be one of the launch partners for USDY on Aptos. Over $10 million of USDY has already been deposited as collateral for the MOD stablecoin (CDP vault)!

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@adammoves_

3 months

Study @movementlabsxyz , @ThalaLabs , @OndoFinance as a few examples.

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@adammoves_

6 months

9) 99% chance a game reaches critical mass on the network in 2024. Probably will be from @supervlabs , the rebranded Metapixel team from Korea. Study @MaviaGame for what a game with super good crypto distribution does (goes to several billion and onboards non crypto users).

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@adammoves_

2 years

Many protocols remain incredibly well capitalized and def have 3+ year runway. Protect your treasury and you/this industry will survive. Continue to deploy it, but cautiously, to secure talent and growth. The flexibility and resilience of these protocols is underestimated.

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@adammoves_

6 months

7) Semi related, but buy the phone - it's $99 and can run PUBG / genshin. Value even if we're not factoring the high potential of airdrops to phone users.

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@adammoves_

2 years

@mhonkasalo SPY should have been more aggressive with their initial emissions to increase circulating supply then

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@adammoves_

6 months

8) AI and Microsoft. AI will be the defining tech (crypto) theme for this year. The partnership here seems to run deep and expect we see an app on the network that actually works with Microsoft (providing decentralized compute etc).

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@adammoves_

3 months

Exciting. LFG. Worth reading this.

Thala

@ThalaLabs

3 months

Thala's 2024 Roadmap Thala began with a simple vision: DeFi HyperApp powered by Move. Now Thala is pushing boundaries with the vision of becoming the best platform to collateralize, trade, and leverage every asset on @Aptos Read the 2024 roadmap 📝

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@adammoves_

8 months

$8.63m in this vault already, that's quick - expect a lot of unlocking APT to be rolled into this one which generates Thala mint fees, interest rates, higher yields, and more TVL!

Thala

@ThalaLabs

8 months

We are pleased to announce that Thala's Liquid Staking token, sthAPT (Staked Thala APT), can now be used as collateral with a 150% Collateral Ratio for minting the MOD (Move Dollar) stablecoin. (1/3)

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@adammoves_

8 months

Would not want to miss out on these yields! Even more excited to see what happens to yield as we introduce veTHL farming over the next week. Assume that yields ($THL and $APT now) -> up and into the hands of those more aligned with the protocol.

Thala

@ThalaLabs

8 months

For the first time ever $APT rewards are now live on ThalaSwap as incentives for providing liquidity! 55,000 APT will be emitted to the following pools over the next month! Start 2024 off with a bang and earn $APT incentives at !

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@adammoves_

2 years

@ParadigmEng420 The Aptos token isn’t live yet and neither are any apps, TPS on Aptos is simply a function of dapp demand - of which there isn’t any yet! Doesn’t mean it’s broken.

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@adammoves_

3 months

Gmove @ionet

io.net

@ionet

3 months

GMove @movementlabsxyz

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@adammoves_

2 years

A positive of recent events has been an increase in @MakerDAO delegate platforms and governance participation. Shoutout @mhonkasalo upcoming platform, @LucaProsperi lending oversight CU, + students @ penn & columbia. Let's chat if you're a delegate looking for MKR voting power.

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@adammoves_

7 months

High throughput airdrop now possible with Aptos SDK v2. Good devs. Wonder what this could be used for.

0xbe1 | buidling @ThalaLabs

@_0xbe1

7 months

high throughput airdrop made easy by aptos sdk v2 good job @Aptos_Network

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@adammoves_

1 year

Some of the best stable yields in DeFi right now on MOD (our native CDP stablecoin). MOD- zUSDC at 50% Also wormholeUSDC-layerzeroUSDC at 30%

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@adammoves_

3 months

Massively impressive set of functions here for Move ‘2.’ Looking forward to seeing them implemented in @Aptos @ThalaLabs @EchelonMarket and more 👀

Wolfgang Grieskamp

@wgrieskamp

3 months

1/ Announcing the beta of the new Move on Aptos Compiler! The new compiler paves the way for The Future of Move on @Aptos . Join our beta testing program and you could win awards in our bug bounty. (See below.)

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@adammoves_

3 months

If high fdv low float VC infra tokens won’t make it anymore: That leaves us with high circulating low fdv application layer tokens. Or the largely untried high fdv low float no VC app layer tokens (maybe the future). And other undiscovered more ‘fair’ market participation.

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@adammoves_

1 month

. @FTI_US on DeFiLama! Institutions are here and onchain for all assets is coming. Also, I think you would like Move/Aptos cc @moshaikhs !

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@adammoves_

1 month

The best solution: Have this, mandated, to be reinvested into ecosystem projects tokens liquid. Much more long term aligned thinking with the original token too. Waiting for first token ecosystem that does this successfully at scale.

Chris Burniske

@cburniske

1 month

VCs shouldn't be allowed to sell the yield earned from tokens that are still locked due to vesting. Some solutions worth considering: 1) Lock yield for the same duration as the coin that generated the yield 2) Send yield to the foundation or DAO 3) ??? Discuss.

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@adammoves_

1 year

The main thing holding back the crypto industry right now isn’t scaling, zkevm completion, or unreleased games IMO. It’s: 1. Regulatory uncertainty slowing institutional participation + more rwa<>onchain integrations. 2. UX 3. Security

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@adammoves_

9 months

$15m in value is secured by @PythNetwork on @ThalaLabs - couldn't have asked for a better oracle.

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