cpt n3mo @cptn3mox Twitter profile

Pinned Tweet

cpt n3mo

1 year

A sub-vertical of AI that Crypto has started seeing keen synergies with is RLHF -- and amidst all this Crypto x AI buzz, we think this intersection may lead to some interesting developments. 1/ A thread 🧵

13

74

77

Last Seen Profiles

@ashadahmed_

@malikat123

@haverfordmbb

@father_of_eric

@stw_pdg

@chilinim_

@vascolondon171

@irodolfoperes

@stw_pdg

@struggentementa

@GoddessL17

@artskmg

@Abroni10

@h3yeLoMIM6jK6OE

@hoonszns

@SENC_

@tyasyu_17_den

@Bhakit5

@bigdog11867062

@Bhakit5

@take_mu_13

@5Una_Una22

@Fuu2093_easy_R

@RonaldoWxw88201

@RobinAStephens

@Bhakit5

@Erwinhar28

@kleanins

@nddy6g

@otohata_lh51

@Parvejkhan29

@ChadAliceII

@BandarStw

@umzaka46

@Nitijo_masa

@yomo_tri

cpt n3mo

@cptn3mox

2 years

1/ A Proposal has been made for the Luna Foundation Guard (“LFG”) to capitalise @anchor_protocol 's yield reserve by $450m Anchor is the heart of @terra_money and will continue to be as the network matures Please read and discuss

40

174

708

cpt n3mo

@cptn3mox

3 years

How quickly a year goes by! - Dec 20: Read up on @terra_money ecosystem - Mar 21: Migrated entire savings onto @anchor_protocol - Nov 21: Went full-time crypto with @hashed_official ; Terra supporters since 2017 - Dec 21: Had beers with the man @stablekwon (great chat ser!)

30

17

577

cpt n3mo

@cptn3mox

2 years

1/ Token Airdrops are one of the ways protocols use to attract users onto their platforms / reward early adopters (if retrospective). There's always that dilemma whether to dump or hold – so I ran some numbers on some of the more prominent drops. 🔢👇 h/t @zhusu for idea

15

149

529

cpt n3mo

@cptn3mox

2 years

1/ All that talk on Anchor's yield reserve depleting and people worrying that the Terra ecosystem will crash if that happens Ran some numbers and drafted down some findings in article attached. 19-part summary below 👇

Anchor’s Yield Reserve — to top up or not? By how much?

This paper aims to give readers an understanding of Anchor’s sustainability as a protocol — with and without a yield reserve.

cptn3mox.medium.com

15

142

439

cpt n3mo

@cptn3mox

3 years

Wrote a detailed Medium piece tackling a key question: "Is Anchor's 18-20% yield sustainable in the long-term?" Would encourage going through it (~10min read), but will try summarise key points below.🧵 @anchor_protocol @ryanology045 @terra_money 1/16

22

125

420

cpt n3mo

@cptn3mox

3 years

I just served my last day in TradFi — Next week, I officially begin my journey with the @hashed_official team! 🥳🎉🍾 Some takeaways for those who just discovered crypto / are looking to break into the space 👇 A thread 🧵

49

67

417

cpt n3mo

@cptn3mox

2 years

We need to rethink airdrops next cycle... most trend towards normalised zero. Took some time during bear szn to pen some findings 1/20 🧵 (full article at the end)

73

126

276

cpt n3mo

@cptn3mox

3 years

Summarising the alpha dropped on the latest @TerraBitesPod by @ZeMariaMacedo A/ Uncollateralised Lending (1-6) B/ Incentivised Tokenomics (7-9) C/ Dynamic Interest Rates (10-12) 12-part thread on @mars_protocol 👇🏼

17

78

295

cpt n3mo

@cptn3mox

3 years

Anchor Protocol just crossed its 6-month mark since launch, and recently recorded $4b in TVL. A quick health check on @anchor_protocol and some interesting observations ✏️🧵 (Do read the Medium article for the full piece!)

11

47

254

cpt n3mo

@cptn3mox

2 years

MIM/UST fud actually made me realise how many people hold $LUNA but have no idea what they're holding > probably fomoed into $LUNA last quarter > probably haven't touched terra dapps before fwiw, UST adoption at ATH

13

26

249

cpt n3mo

@cptn3mox

3 years

A 🧵 on @Hero_NFT_ and why I think they are incredibly bullish for the Terra ecosystem. 1/13 👇

9

89

244

cpt n3mo

@cptn3mox

2 years

1/ What's pLUNA, yLUNA, cLUNA? What's xPRISM and what does AMPS have to do with boosted yields? A deconstruction of @prism_protocol , how to get the best LUNA yields on Terra and why you should be bullish on $PRISM Step-by-step breakdown in 23 parts🧵

PRISM Protocol — ELI5 & The Best Yields On Staking LUNA

A step-by-step approach to breaking down PRISM Protocol and introducing the best yields on single-sided LUNA staking

medium.com

8

76

207

cpt n3mo

@cptn3mox

5 months

The @MadLads community are one heck of a cult. Every NFT collection has their own story, but some execute it better than others - e.g. BAYC, Pudgy, Azukis on ETH. I see MadLads leading the charge for Solana, not only building a business for the future, but also acting as the

38

26

175

cpt n3mo

@cptn3mox

3 years

"Is more UST being locked up in @anchor_protocol good for Terra / LUNA?" A 🧵 attempting to clear the air on this often-asked question. It's heavy, but please read to the end.

16

50

176

cpt n3mo

@cptn3mox

3 years

Couple days back, @stablekwon shared a snapshot on @anchor_protocol , quoting its phenomenal growth. Being a data-centric guy, I took a deeper dive and arrived at a few findings. Sharing here for further thoughts >>

Do Kwon 🌕

@stablekwon

3 years

I’ve never seen growth like this @anchor_protocol

67

215

1K

8

41

178

cpt n3mo

@cptn3mox

2 years

Looking forward to when CVs look like this:

12

9

159

cpt n3mo

@cptn3mox

3 years

Some key points from the Terra Community AMA with Do Kwon (April 2021) - thought I'd give those who missed it a quick recap: 1/ Columbus-4 vs. Columbus-5 2/ Fintech and Terra Infra 3/ Insurance (Ozone) 4/ Anchor protocol 5/ Mirror 6/ Marketing ........ 👇🖊️🧵

10

49

157

cpt n3mo

@cptn3mox

2 years

1/ NFTs have taken the world by storm, yet people outside crypto still ask, “why are you paying so much for a picture?” 🧵on NFT utility beyond PFPs for normies

22

47

146

cpt n3mo

@cptn3mox

2 years

Founders, friends, family have been messaging me the past 48h. A lot, a lot of people had a significant % of their NW exposed here -- call it foolish, call it coming. Maybe you were personally attacked before, but if you are still gloating, do a self-check. Lives are at stake.

10

148

cpt n3mo

@cptn3mox

3 years

1/ At @hashed_official , we're always on the lookout for quality projects. DeFi has grown a lot, but the brightest minds continue to surprise us every day. We're keeping our eyes on @prism_protocol – here's a 𝘸𝘩𝘢𝘵 on them and 𝘩𝘰𝘸 we value-add 👇

A Primer on PRISM Protocol & Hashed’s Value-Add

Disclosure: Hashed has established, maintained, and enforced strict internal policies and procedures designed to identify and effectively…

medium.com

10

35

139

cpt n3mo

@cptn3mox

1 year

Vietnam🇻🇳 is a powerhouse of talent & developers. In 2022, they were ranked #1 in global crypto adoption across a criteria of CEX, Retail, P2P & DeFi prevalence. Many know of the big names, but I spent a week at @gmvn_official finding hidden gems you haven't heard of. 🧵

16

31

137

cpt n3mo

@cptn3mox

3 years

Rounding up the Alpha shared on @danku_r 's Col-5 Go-Live Party few days back. Big props to the guys who spent time on this - @Josephliow @Panterra0x @nicdors @ProtocolTalis @TheMoonMidas @madcapslaugh @baegopoojee @MrRefractor @ZeMariaMacedo 2.5 hours summarised in a 🧵👇

10

52

135

cpt n3mo

@cptn3mox

2 years

Flexing my honorary froyo cat by the one and only @JessieMorii Waiting to grow my @froyoverse collection with da froyo kitten next

5

12

112

cpt n3mo

@cptn3mox

2 years

The thing about using $BTC to back an algo-stable is that the collat ratio increases as the crypto industry matures, regardless of more BTC buys or not @LFG_Reserve holds 30,728 BTC, worth $1.45b now What happens when 1 BTC = $100k? or $500k? $UST becomes fully collateralised?

9

11

111

cpt n3mo

@cptn3mox

2 years

5/ So when's the best time to sell? If history repeats itself, simple average across the sample shows that day 3-5 seem to give the best ROI. You become unprofitable from day 10 onwards, relative to selling on day 1 – with unprofitability increasing the longer you hold.

2

19

107

cpt n3mo

@cptn3mox

2 years

It's not often that we see this kind of price action for a Terra Alt Been 1.5 months since @prism_protocol went live and I've personally not been more excited for its future Some short musings 0/

5

19

108

cpt n3mo

@cptn3mox

3 years

40% Crash on 19 May 2021 - Something I learned about the ETH chain. It's nothing new, but worth mentioning for retail traders like myself. 👇👇

3

15

102

cpt n3mo

@cptn3mox

1 year

@traderjoe_xyz launched on @arbitrum not long ago and I'm personally paying attention here See how much volume is routed relative to each pool's depth - shows how efficient fee capture is. VOL/LIQ ratio: Sushi: 0.21x Uni: 0.44x Joe: 3.03x ! ($3 traded for every $1 supplied...)

6

10

96

cpt n3mo

@cptn3mox

2 months

This is really clever user acquisition by @ton_blockchain . There’s an Earn programme going on now on @telegram where you can earn 50% APY. All you have to do is deposit USDT (TRC20 or TON). But, to receive your rewards, you have to create a self-custodial ton wallet onchain

9

11

94

cpt n3mo

@cptn3mox

3 years

It’s very easy to confuse the $LUNA pump with a retail-driven FOMO frenzy if you don’t spend time trying to immerse yourself in the @terra_money ecosystem. Burn dynamics with $UST, requirement + lockups for $LUNA on majority dapps, depth of brains building, catalysts in 2022 👀

4

10

101

cpt n3mo

@cptn3mox

2 years

Have seen first-hand how active @0xPolygon is in India and this partnership with @Flipkart (India’s largest privately-held unicorn at $37B val) shouldn’t be overlooked. @sandeepnailwal and Polygon’s BD team are like no other

7

6

87

cpt n3mo

@cptn3mox

2 years

Just got off a flight. Seems I missed the UST panic sell. Unbothered. Moisturised. Happy. In My Lane. Focused. Flourishing.

3

0

88

cpt n3mo

@cptn3mox

3 years

1/ As the two decentralised stablecoin juggernauts come together - Thought I'd pen down a farming strategy for the degen LUNAtics new to the @danielesesta ecosystem. Quick and dirty 🧵

Do Kwon 🌕

@stablekwon

3 years

Decentralized money wins when $UST meets $MIM Every money decentralized on every blockchain, all magical You don't know what's coming 🐸🌕

51

293

1K

13

22

84

cpt n3mo

@cptn3mox

3 years

So the more crashes we have, the closer $LUNA gets to diamond holders; The more bull cycles we get, the faster $LUNA becomes an NFT Win-win

Do Kwon 🌕

@stablekwon

3 years

Crypto is a darwinian game that filters those panic in crashes - learn to enjoy crashes as removal of competition

129

618

4K

4

11

84

cpt n3mo

@cptn3mox

2 years

@danku_r @anchor_protocol Ha, or you can sell covered calls on it when @sig_finance goes live. Amazing way to take profit - if it expires OTM, you collect premium and keep your assets. If it expires ITM, you sold at your desired price target, yet keep the premium.

8

7

81

cpt n3mo

@cptn3mox

2 years

0/ If you're a founder thinking of building on web3, have outlined some frameworks to help craft your ideation process Shared over a livestream w/ @web3_native , as part of the @AlphaVentureDAO x @terra_money hackathon & @hashed_official @coin98_finance !

User Research with #Hashed (Alpha x Terra Hackathon)

How to perform the best #UserResearch?💡Tune in with Edward Tan from @hashed_official for this Alpha X Terra Hackathon #WorkshopFollow Edward Tan: https://tw...

www.youtube.com

5

15

80

cpt n3mo

@cptn3mox

3 years

1/ Media coverage on stablecoin adoption and their threat to CBDCs have been flooding mainstream media. How reliable are these stablecoins though? Let's look at 4 charts below, with a focus on @terra_money 's decentralised $UST.

4

21

78

cpt n3mo

@cptn3mox

2 years

First week in Seoul @hashed_official folks are great hosts and kind, easygoing people 🇰🇷🇰🇷 has amazing food, coffee and bakes ☕️🥖♨️

6

0

77

cpt n3mo

@cptn3mox

3 years

Waiting for @nansen_ai to launch analytics on the @terra_money blockchain 👀 e.g. # of new wallet addresses, DAUs based on protocol interaction, TVL growth over time, TVL growth over time split by protocols, etc...!

Dan

@dadagrassman

3 years

After witnessing the meteoric rise 🚀 in Terra $Luna just this year alongside their $UST stablecoin, it quickly garnered interest amongst the members of @nansen_ai Alpha. Here is a sneak peek of the content Nansen Alpha members receive👀Non-financial advice! (1/13)

9

58

226

2

12

72

cpt n3mo

@cptn3mox

2 years

Going live with @ASvanevik and @AurelieBtxL in a couple min! Lfg @nansen_ai and on-chain analytics 🤙🏼🤙🏼🤙🏼

4

9

59

cpt n3mo

@cptn3mox

2 years

This past week made me realise I won’t be any happier working with anyone else but the @hashed_official team We’re growing pretty big now, across 🇰🇷🇸🇬🇮🇳🇺🇸 and working on all fronts to develop crypto — investments, research, regulatory, incubation @Unopnd_Official What a time!

5

6

68

cpt n3mo

@cptn3mox

2 years

Seeing many people talk about too much LUNA being minted… that’s exactly how the burn/mint is supposed to work

2

9

72

cpt n3mo

@cptn3mox

3 years

The arrival of bETH also came with a revamp of @anchor_protocol 's UI. Pretty interfaces never go amiss, so wanted to share the changes. Also included a suggestion at the end. 👇

3

10

69

cpt n3mo

@cptn3mox

2 years

A day after MAS limits retail participation and plans to restrict leverage in crypto… I’m getting this email on excessive KYC — I mean, bullet point 2??

25

10

72

cpt n3mo

@cptn3mox

1 year

KR 🇰🇷 never fails to disappoint. What a vibe to recharge.

10

5

69

cpt n3mo

@cptn3mox

2 years

1/ Couple things you can do with UST cross-chain; on #Avalanche and #Fantom (for now) The latest being bridging UST onto avax and single-staking on @anchor_protocol for 19.5% yields Note! Make sure the bridged token is UST(wormhole)

Wormhole

@wormhole

2 years

🎉 @anchor_protocol is now live on @avalancheavax 🙌🏻 Deposit UST(wormhole) on Avalanche into Anchor and start earning yield today

16

88

322

4

16

61

cpt n3mo

@cptn3mox

2 years

@ysiu on the recent crypto carnage at @phweb3festival “He’s not just exhibiting fraud but also sociopathic behavior — BUT one bad actor does not represent our industry” 🙏🏼🙏🏼

2

4

27

cpt n3mo

@cptn3mox

2 years

Market's falling off a cliff but if there's one thing I learned in May crash, this is sure as heck not the time to "sell now and buy back lower" Not recommending anyone to catch knives but this is a good time to - Build conviction - Think rationally - Grow those 💎⚾️🥎

4

9

60

cpt n3mo

@cptn3mox

3 years

For me, GPs were never about profit. This ranks in the bottom 10%-tile and has rarity of >10k. All I wanted was to sweep the floor at ~40 LUNA when the secondary market launched, and be a part of Terra's historic first NFT mint. Some are profit-maxis, I'm just a community-maxi.

6

0

60

cpt n3mo

@cptn3mox

3 years

Yesterday was a hectic day for Terra with the TWD sale but some good came out of it. A bunch of us were chatting on @TerraBitesPod 's TG ahead of the sale, and @Panterra0x asked us to share some exciting projects we're looking forward to. 👀👇 (1/10)

1

9

58

cpt n3mo

@cptn3mox

2 years

Dug through a few of @Darrenlautf 's famous comic sans price tables Every time there's a crash, notice how $LUNA used to be top of the list (drops the most from ATH) But things have changed as LUNA use cases got more diversified - fewer liquidation cascades and panic selling

4

8

61

cpt n3mo

@cptn3mox

3 years

Very pleased to have won a place in @terra_money 's content-writing bounty. Would suggest anyone interested in the space to take this as an opportunity to share their knowledge and articulate their thoughts! @crypto_rudd and @danku_r 's pieces are must-reads too! 🌖

Terra 🌍 Powered by LUNA 🌕

@terra_money

3 years

2/ Week #6 ’s Bounty Winners 1. -- (1,800 UST) 2. -- (700 UST) 3. -- (500 UST)

1

11

57

5

59

cpt n3mo

@cptn3mox

2 years

2/ Rebased prices from genesis drop at launch across a 100-day timespan Generally follow a downward trend, with peaks found in the earlier days / weeks

3

56

cpt n3mo

@cptn3mox

2 years

Anchor's rate has reduced to 18%. Haters expect capital to exit the ecosystem as yields gradually drop. 74% of UST mcap is in Anchor. Yet, ~24h after adjusting to the dynamic rate, LUNA supply continues burning, and UST's mcap growing. These are metrics to eye in coming months.

3

10

56

cpt n3mo

@cptn3mox

3 years

If @coinbase uses 10% of their approved $500m to buy UST and yield on @anchor_protocol , that’ll be $10m per year to reinvest in the ecosystem. Taking a fraction of that yield - how does $1m institutional DCA into $LUNA sound? 🤝

3

6

56

cpt n3mo

@cptn3mox

2 years

2/ In Anchor’s current state, it may appear that its deposit yields are unsustainable But Anchor has future plans for vast improvements V2 changes include better borrowing incentives, onboarding of bAssets, cross-chain deployment, tokenomics changes etc

Anchor Protocol

@anchor_protocol

2 years

1/ Let’s talk about Anchor’s V2 Borrow Model which will enable Anchor to rapidly onboard compound liquid staking derivatives like $LUNAx or $sAVAX as new collateral types. What does the borrowing process look like in V2 & how does interest for borrower’s work? 🧵👇

33

461

2K

1

2

57

cpt n3mo

@cptn3mox

2 years

Gone are the days where deals can close within the week. Funds are doing heavier due diligence - on team background, motivation to build, comps, how sustainable is PMF in next 12mths?, detailed breakdown of funds use ... Founders that can tackle these in detail will stand out.

5

2

54

cpt n3mo

@cptn3mox

3 years

Conclusion/ Anchor will continuing utilising its yield reserves in the short term (end-2021 to early 2022), but is expected to achieve self-sustainability by 2Q 2022. The next time someone questions you about Anchor’s sustainability to provide 18–20% APY, show them the data!

8

1

53

cpt n3mo

@cptn3mox

3 years

Who knew @stablekwon took inspiration from one of one of the world's most renowned names? Lee Kuan Yew, SG's first prime minister What if Terra follows Singapore's growth trajectory in the next few years? Awesome coverage by @mariogabriele

1

10

55

cpt n3mo

@cptn3mox

3 years

Long and exciting journey ahead, but if you're reading this today, WAGMI.

11

1

50

cpt n3mo

@cptn3mox

2 years

1/ A very dull day for crypto as an industry. Today - yet again - emphasises the danger of lending assurance to the "Too Big To Fail" fallacy. A reflective take and 4 things to look out for in coming weeks. 🧵

1

12

52

cpt n3mo

@cptn3mox

2 years

Very own degenbox that is native on Terra? 👀

Edge Protocol

@EdgeProtocol

2 years

1. FOR ANCHOR DEPOSITOOOOOR $aUST, one of the assets that will be available on the Genesis Pool. A Magic wand is here 🪄✨; you can borrow $UST against $aUST that are sitting idle in your wallet and do the steps as illustrated below. 3/

5

12

82

5

2

50

cpt n3mo

@cptn3mox

2 years

Met a bunch of avid NFT collectors IRL and we had a chat on using aggregators 1/ NFT aggregators are great for flippers that are price sensitive. Collectors think differently and prefer buying off the native marketplace. Short 🧵 on thoughts and developments in this vertical

3

18

51

cpt n3mo

@cptn3mox

2 years

5/ According to base case projections, having $450m in the yield reserve allows Anchor to sustain its 19-20% APY over the forecast period Thereafter, in the long run, Anchor achieves mass adoption, yet is decentralised and self-sustainable

2

3

53

cpt n3mo

@cptn3mox

2 years

Contrary to typical view: "Seeing more decentralised (algo) stablecoins enter the space isn't viewed as competition; Rather, they validate UST's mechanism as a model worth exploring and building atop of; and will likely coexist with UST dominance." – @stablekwon

0

6

51

cpt n3mo

@cptn3mox

3 years

Realised this was a little confusing. In short: 1. Borrow $MIM with $aUST 2. Use 50% $MIM to buy $TIME bonds at discount on avax 3. Receive $MEMO and bridge $wMEMO onto ftm 4. Mint wMEMO-MIM LP on spiritswap with remainder 50% $MIM 5. Farm wMEMO-MIM LP on beefy at 150% APY

cpt n3mo

@cptn3mox

3 years

2/ Use $aUST as collateral on to mint $MIM @ 80% LTV. Borrowing stables against stables so the you'll only get liquidated if UST depegs by >20% (never happened before) - relatively safe. E.g. $10k collat, borrow $8k @ 4% interest

3

1

8

11

46

cpt n3mo

@cptn3mox

2 years

8/ Reference sample - $UNI, Sep 20, 15% total supply - $ANC, Mar 21, 5% total supply - $MINE, Aug 21**, 5% total supply - $DYDX, Sep 21, 7.5% total supply - $RBN, Oct 21, 3% total supply - $PSP, Nov 21, 7.5% total supply ** Launched in May but CG data available as of Aug

6

0

41

cpt n3mo

@cptn3mox

5 months

. @playSIPHER is incredibly well-designed. Gameplay so simple (ARPG solo/multiplayer) but game depth so remarkable. You spend ~5min to complete 10 PvE rounds, with each round having different “augments” to choose from, which unlocks a range of combinations & sick graphics.

3

44

cpt n3mo

@cptn3mox

1 month

One of our bigger investments this year and a convicted bet behind seasoned entrepreneurs @taikoxyz . It’s no secret that the team had successfully built @loopringorg in the past, before expanding their vision to a grander infrastructure: a Type-1 zkEVM. We’ve still got a long

Taiko 🥁

@taikoxyz

1 month

Dear Taiko Community, We are beyond excited to announce that after two years of hard work, the Taiko protocol has been deployed on Ethereum mainnet! 🥳 Let's look at how you can start exploring Taiko today: 1/

474

910

3K

1

43

cpt n3mo

@cptn3mox

1 year

This thread is coming in >1 mth from when it was written but still relevant today — 1/ A few graphics on LSDs that we created 🧵 (Full article link at the end)

6

9

43

cpt n3mo

@cptn3mox

3 years

5/ Share alpha even if it may dilute your yields. Nothing feels better than pulling an all-nighter with friends to dig for a contract address for a stealth launch project, and apeing hard when found. Crypto's all about having fun together.

Jason Choi

@mrjasonchoi

3 years

If you are generous with providing insight others will reciprocate with opportunity. If you withhold insight, others will do the same.

3

57

585

3

43

cpt n3mo

@cptn3mox

3 years

Col-5 delayed by 3 weeks but the leader rallies the team to remind us why we were invested from day 1. Long only gang.

Do Kwon 🌕

@stablekwon

3 years

1/ What is Terra? 🧵

72

884

2K

2

42

cpt n3mo

@cptn3mox

3 years

3/13 The first NFT launch on Terra will always be monumental; But second-movers have the advantage of seeing how to position things differently, in their unique way. @Hero_NFT_ dropped a ton of alpha in their Discord AMA yesterday, and I'm gonna recap it for my Terra homies.

2

40

cpt n3mo

@cptn3mox

2 years

Dozens of you have reached out and I am immensely grateful. Hard to see the silver lining amidst this CT mayhem but you've shown otherwise. If you're a founder wondering how to pivot from here - I'm here to chat. DMs open. Though take a breather, reset in a couple days.

1

0

39

cpt n3mo

@cptn3mox

3 years

Jimmy's a great guy and all that but his greatest value-add is being one of the finest meme creators on Terra

2

4

42

cpt n3mo

@cptn3mox

3 years

20/20 To recap, this 🧵 is meant to: (i) Clarify misconceptions of the title statement and; (ii) Give suggestions of what can be done to make Anchor more sustainable. Happy to have a chat if you think I've missed out anything or if any of the above pointers were inaccurate.

6

0

40

cpt n3mo

@cptn3mox

2 years

Attended two events yesterday. 1 crypto-native, 1 fintech. Stark difference - Fintech: let's connect on LinkedIn! Crypto: what's your tg ser? twitter works too but i shitpost there too much

2

0

39

cpt n3mo

@cptn3mox

2 years

Imagine pitching to exit when the institutions are just coming in If you wanted to derisk, doing so ~3 months ago would've made more sense; now's the time to be calm and preserve remaining capital

3

2

40

cpt n3mo

@cptn3mox

3 years

1/ Get your hands dirty with protocols on different blockchains. You are only as knowledgeable as the user on the ground. Interact with DApps on all chains; DEXes, lending/borrowing, yield aggregators, wallets, etc. - so you get an idea of how they differ from users' POV.

1

41

cpt n3mo

@cptn3mox

3 years

Conclusion/ This will be a community-led protocol. Anyone can submit a strategy with risk parameters (LTV, liq bonus, liq threshold, collateral, etc.). Launch timeline: Q3 2021, no news of token launch yet. I'm really excited for a levered yield farming protocol on Terra!

5

2

41

cpt n3mo

@cptn3mox

2 years

Contrarian take: blockchain gaming are slow to take off as most are not prioritising mobile-first. Had a convo with friend on this, open to hear other takes.

15

0

40

cpt n3mo

@cptn3mox

4 months

First time drinking portco-branded whiskey. Highland single malt branded by @taikoxyz 🫡

5

0

38

cpt n3mo

@cptn3mox

1 year

ChatGPT has revolutionised our world. But not everyone is making the most of it. 8 ways to structure prompts to improve your productivity in crypto 👇 🧵 (Feel free to edit & personalise them!)

2

7

35

cpt n3mo

@cptn3mox

2 years

3/ Those changes should allow bLUNA Collateral dominance to fall significantly, which allows Anchor to be sustainable under certain growth scenarios for Deposits and Borrows

Do Kwon 🌕

@stablekwon

2 years

12/ Goal is to drop luna dominance in anchor collateral under 40% by growing adoption of other assets - should grow utilization rate.

4

13

394

3

0

39

cpt n3mo

@cptn3mox

3 years

The first AND only stablecoin on Cosmos. Welcome the flood. Welcome the burn.

Osmosis 🧪

@osmosiszone

3 years

Sept 9.

78

385

2K

2

6

37

cpt n3mo

@cptn3mox

11 months

Pitch me a consumer-facing app that can capture masses, onboard retail without hassle, allow them to transact on & off chain, with infrastructure built on new concepts like Account Abstraction. Presenting @basedappHQ — Asia’s very first non-custodial debit card!

7

52

40

cpt n3mo

@cptn3mox

2 years

4/ The overall refinement process takes time and Having a sufficient yield reserve to continue scaling UST’s growth to newcomers & inspire existing users’ confidence will benefit all stakeholders

1

0

38

cpt n3mo

@cptn3mox

2 years

3/ Max. prices were generally hit within the first 5 days except for $DYDX on day 23 and $MINE on day 43. Min. prices all occur at later stages, reinforcing the downward trend post-launch. $ANC, $MINE and $DYDX all record lowest prices close to the 100-day mark.

1

0

35

cpt n3mo

@cptn3mox

2 years

Catching the ocean merge w the skyline — it’s MERGE week baby

3

0

37

cpt n3mo

@cptn3mox

3 years

Most expect limited upside after seeing +6000% in 1Y. But if you understand $LUNA and its mechanics, you'll see that Terra is only getting started (liquidity begets liquidity). Price action becomes less of a consideration; rather monetary supply development becomes the focus.

cyy.eth 🦇🔊

@cyounessi1

3 years

equally valuable and maybe (?) not often talked about facet of investing, and that's the notion of "feeling like you've missed the boat when you really, really haven't." When I first found btc in 2015 I thought I was too late and barely invested. It had rallied 1,000x already!

5

31

600

1

6

36

cpt n3mo

@cptn3mox

2 years

Chad folks that I've been degening with over the past year helped me (i) claim $OP airdrop with alternative frontend without delegation and (ii) bypass congested optimism network with alchemy rpc Learning smth new every day, TIC gmi

6

5

35

cpt n3mo

@cptn3mox

3 years

At current liquidity for @astroport_fi 's lockdrop, APOLLO-UST and VKR-UST are the most lucrative pairs to get the $ASTRO token per $ value locked. Curious to see how this changes over the next 3 days - efficient markets should bring APOLLO, VKR pools down to the ~300 ratio range

6

2

37

cpt n3mo

@cptn3mox

2 years

2.1k Attendees, 1.8k Hackers, 34 Countries, 44% new to Web3, 72 hours of Hacking Youngest 14yo; Oldest 60yo Boooolish! @ETHIndiaco

3

7

35

cpt n3mo

@cptn3mox

3 years

Savings with @anchor_protocol was the first step to mass-market adoption. Next — FX trading with @vertex_protocol . Price oracles for real world FX rates, FX hedging, insane yields on any currency, world wide merchant adoption..? 🌕 only

$@MrRefractor$

Mr Refractor | Pryzm

@MrRefractor

3 years

@vertex_protocol will unleash the full multi-currency power of @terra_money stablecoins, making inefficient TradFi institutions, with their antiquated rules and bloated fees, obsolete. ✅Leveraged FX trading on-chain ✅Anchor-style yields on any currency (EUR, GBP, JPY, CHF...)

5

31

151

2

3

36

cpt n3mo

@cptn3mox

2 years

LUSTing for exposure to a diversified bucket of assets? @nebula_protocol may have you covered. Imagine a cluster that lets you invest in $LUNA and $UST (= LUST) and worrying less about IL due to unique, automated rebalancing mechanisms. Cluster deets in 2 wks, go live in 3 wks

1

6

30

cpt n3mo

@cptn3mox

2 years

Ngl no longer moisturised in my lane etc. But get out, breathe. There’s a lot more out there - you deserve it. Will share thoughts on the latest revival proposal later.

4

0

34

cpt n3mo

@cptn3mox

3 years

Fantastic and simple $LUNA valuation based on historical multiples against $UST mcap. I prefer erring on the conservative side of these multiples but worth a quick read.

thuva.🐻⛓️

@SenthilThuva

3 years

$LUNA market cap expanded by 4x from May bottom of 2bn. The token has done closer to 5x. If you look at the Price/UST multiple, it currently stands at 5x cf. Historical 3x. Reason for higher multiple is due to the UST listing at Coinbase. The listing can help UST 📈

16

98

393

1

4

35

cpt n3mo

@cptn3mox

5 months

Hashed has been running a bootcamp to onboard top talent in Korea for 3Y now. Graduates have gone off to top companies like @solana @ton_blockchain @AstarNetwork @a41_allforone @Com2uS Careful as @HenryTheKeyMann is used as clickbait for the article:

해시드 프로토콜 캠프 "블록체인 인재 육성해 생태계 발전 기여할 것"

해시드 프로토콜 캠프 "블록체인 인재 육성해 생태계 발전 기여할 것", 기세환 해시드 플랫폼 운영 매니저 인터뷰 3년차 맞은 블록체인 전문 부트캠프 '프로토콜 캠프' "뛰어난 인재 유치해 블록체인 산업에 온보딩" 해시드 IR피칭 기회도 제공

www.hankyung.com

3

6

36

cpt n3mo

@cptn3mox

3 years

A week ago, >22mil $LUNA was unlocked, which explains the dip to $15 support - generally acceptable profit-taking price action from the early adopters. Yesterday was the last day of huge-volume unstaking. Looking at the green candles below - think we're in for 🚀 to the 🌖

3

10

37