Partner at BBH | views expressed here are my own.
- Tweets 2,841
- Following 2,746
- Followers 4,239
- Likes 5,161
So 23% of Axie Infinity players have never owned a bank account before. $AXS is literally banking the unbanked before our eyes and the line between DeFi and gaming begins to blur.
31
167
1,031
As swap fees are now distributed to oracle reward pools the Luna staking return will be 11% - 24% based on TFL and Do's estimates.
That means Luna could offer the highest staking rewards across all L1s whilst being the ONLY L1 to NOT do so via staking token inflation.
A byproduct of this operation is that a lot of swap fees will accrue, which we expect will result in $LUNA staking returns (minus airdrops) to 5 x.
41
132
451
1/ Mirror: Decentralized Investing For The Masses and The Case For $75 $MIR.
Research report linked and summary below 👇👇👇
unreliablenarratives.substac…
27
125
444
1/ Market is still underpricing $LUNA even after it's recent run up as it fails to anticipate the full increase in activity and value that will be generated by the DeFi primitives launching after Col-5.
17
69
298
1/ $LUNA price has been exploding as of late, but I'd call it more of a logical re-rating upwards to better reflect the fundamentals of the token and Terra ecosystem...
5
50
289
$LUNA: The Fat Octopus Protocol.
A look into how the Luna token derives and captures value from the Terra blockchain and Terra ecosystem.
unreliablenarratives.substac…
8
66
277
*🌛 * * .🚀 * . 🌕
* . 🌍 * . * 💫 *
. * . * . 🌘 * . * 🪞*
* ✨. #TeFi . * . *
. . * .☄ .* . 🛸*. *
. *. . ⚓️* * *.🪐 *
* 🟠* . . * * ⚡️*. *
5
35
205
Today Chime announced it just raised $750 million at a $25 billion valuation. A neobank with a market-leading savings rate of 0.5%.
22
12
202
1/ The neobank Chime is forecasted to IPO at a valuation of $20-40B with 5M users in the U.S. With @alice_finance integration of @anchor_finance, $20B is a conservative valuation estimate for $LUNA with 2.3M users already in Korea alone and forecasted expansion globally.
4
47
173
There’s a very strong case for $LUNA being the single greatest bet on DeFi and all of crypto right now. A ‘17 ETH like run is on the cards.
8
12
135
Wow is the city of Busan going to run on Terra? $LUNA is the only coin taking on the world and not just a niche crypto community.
6
26
117
We are proud to support the brilliant team at @AlkimiExchange as they redefine standards for the enormous legacy industry that is adtech. Tech giants have a massive monopoly on online ads that has result in obfuscation and inefficient ad markets. A web3 solution is the perfect answer to transitioning the industry into a more transparent and inclusive marketplace.
We wrote more on the topic of adtech and how web3 could solve many of the problems of the almost $400B industry here: bigbrain.holdings/post/adtec….
When we met the Alkimi team they reflected all the possibilities that we believed web3 adtech could be and are excited to see their journey unfold as they begin to upend the likes of Google and Meta.
More on our partnership with the team here: cryptopotato.com/alkimi-anno…
Big news for our journey ahead! 🔥
We’re partnering with @BigBrainVC to redefine digital advertising. This collaboration strengthens our mission to make the industry more transparent, efficient, and fair. This partnership will provide Alkimi with additional resources and expertise to accelerate its growth and expand its innovative solutions in the Web3 and ad tech space.
With the support of Big Brain Holdings, #Alkimi is poised to accelerate its mission of creating a more transparent and efficient digital advertising ecosystem.
$ADS
blocktelegraph.io/alkimi-ann…
4
32
116
6,888
I can't stress how big it is that @naval invested in @anchor_protocol. For those who somehow don't know he's a legend investor and one of the greats. THIS IS ABSOLUTELY FUCKING HUGE.
7
17
105
.@mcuban following @anchor_protocol... You know he's gonna ape into this when it releases. I think the only way people are going to get $ANC is via staking $LUNA, because this thing is going to go parabolic on launch.
7
18
101
$MIR v2 is more than I could've asked for 🥲.
forum.mirror.finance/t/mirro…
3
32
105
New Terra project and platform to pay for services (streaming etc.) and project fundraising/ launchpad (IDOs) via aUST interest. Essentially paying for services/ fundraises for free by depositing UST and ability to withdraw full deposit in the future.
3
26
98
The @anchor_protocol deposit/ borrow ratio is now 2, the lowest it has been since May when it was 4.9. With bETH introduced 2hrs ago and already at $65M, should catalyze this trend further.
For those that still don't know, Anchor provides a stable savings rate of 20%.
6
8
93
This time last year there was nothing to do on Avalanche, Solana, Luna and Cardano. Now there is a whole suite of DeFi, NFT and metaverse projects and tools on each. Insane how much happens in just 1 year, what will happen in 5?
7
10
86
$LUNA consolidation is over, too many great short term catalysts.
2
7
88
Banks already supported for direct integration to move money directly from your bank into Terra stablecoins. Focus is on European markets (GPB & EUR). @Saturn_Money $LUNA 👇👇👇
4
17
86
$ANC is currently not pricing in any growth or it’s true potential. I think $ANC upside is even bigger than $MIR.
Read @arringtonXRPcap brilliant report as a starter.
arringtonxrpcapital.com/2021…
6
14
84
Thrilled to be partnering with the GTE team for 3 key reasons:
1. Game-changing infra - You already know how bullish we are on MegaETH, the world’s first real-time blockchain with ultra low latency (<10ms) and high throughput (100k+ TPS) which acts as the perfect substrate for a CEX-like trading experience. DEX trading volume continues to eat into overall trading marketshare and will continue so far as DEXes can perform both from a technical and liquidity standpoint. Unique infrastructure add-ons like embedded oracles and co-location means that GTE should be the most performant DEX we have seen to date.
2. Liquidity powerhouse - GTE is laser-focused on securing unparalleled liquidity making trading seamless from day one. Favorable regulations are set to drive more participation from tradfi behemoths and unlocking the vast amounts of ETH liquidity should both accelerate this momentum.
3. World-class team - This is a team of relentless visionaries, building to fully realize on-chain finance for the masses. Their incentive structures align perfectly with creating “the people’s exchange,” such as transparent listing, community stakeholders and fully-on-chain, and there’s no better team to execute on this ambition!
Check out GTE here, sign up for the waitlist: gte.xyz
The people’s chain deserves the people’s exchange.
Today, we’re proud to announce GTE’s seed fundraising, backed by top tier investors, market makers, angels, and most importantly:
Backed by you.
32
8
70
15,636
Imagine taking your ANC/ MIR/ other staking rewards, convert it to KRT/ UST, send it to your Chai wallet and buy food/ stuff within the app.
Imaginary internet rewards/ money -> actual food.
That is the new internet utopia that Korea is currently living in.
4
7
79
1/ @anchor_protocol is releasing soon, a new revolutionary lending protocol most likely launching on Polkadot $DOT, Cosmos $ATOM and Terra $LUNA.
3
29
75
"So what do you think the $LUNA price will do in the next few months?"
Me:
5
10
71
Unaudited four digit APYs on @terra_money is signalling that Terra has finally made it into the upper echelons of defi shitcoinery. We’ve finally made it 🥲
4
5
74
This might sound outrageous to some, but $LUNA could become a multi trillion dollar layer 1 blockchain if it plays out it’s vision. You could say this about any number of crypto projects but show me one that’s actually being adopted en mass and executing with precision.
3
9
71
1/ The @SIPHERxyz team have produced a brilliant 3-part piece on the shortcomings and solutions for web3 game economies. We need to move beyond the v1 of P2E developed by Axie with an extreme imbalance towards 'earners' away from 'players'.
sipherhq.notion.site/sipherh…
4
19
70
Not tweeting as much about $LUNA anymore as there are so many great people sharing insight and education now, much more than the same time last year.
But I'm as bullish as I've ever been on @terra_money, this is just the beginning.
#LUNAtic for life 🌕
3
7
71
According to @stablekwon this is not even half the projects that are currently building on Terra. Great things to come.
3
9
66
Decentralized insurance for Terra. $UST market cap might just jump up by a casual few billion with Col-5.
13
65
Decentralized AI (deAI) has long been dismissed but has recently become a real solution to an increasingly alarming problem of power concentration.
Read part 1 of our thesis on deAI below.
Exiting the Matrix.
11
10
70
31,953
Seems like the Bank of Thailand has retracted its heavy handed stance against Terra Baht. Esp. like the complete reversal they've made: "BOT sees the benefits of fin. tech. and is ready to embrace new innovations to improve fin. services." bot.or.th/English/PressandSp…
1
13
67
How can you be so closed minded to everything beyond Bitcoin? BTC is the best at what it does but can’t you give a chance to some other projects that try to do other things better? You can’t possibly think BTC will literally do everything?
13
58
1/ $AR Arweave - Pay Once, Store Forever
Research report linked and summary below👇👇👇
unreliablenarratives.substac…
1
23
65
Had a pretty smooth experience minting bLuna, borrowing UST and depositing that UST on the @anchor_protocol. Good job team! $ANC $LUNA
3
8
60
Wow, awesome publicity for @mirror_protocol
MUST READ
From @Reganonymous.
Synthetic, fake versions of popular stocks like $TSLA, $AAPL and others trade on unregulated DeFi exchanges, outside the reach of entities like the SEC or the NASDAQ.
bloomberg.com/news/articles/…
7
61
The $LUNA ecosystem is taking DeFi from a DOS command line interface to a Windows GUI. This is what’s needed for mass adoption and this is why I’m so bullish on it. DeFi is a new paradigm and will become a global phenomenon. Any project driving this vision is the future.
3
13
62
Great answer on why the @Saturn_Money team built on Terra. These same reasons will be why many DeFi projects also move to Terra much like many have moved to DOT. Only difference is Terra is proven and not based on hype. $LUNA 👇
19
58
The whole @cosmos ecosystem is largely in support of $UST becoming the main stablecoin. Credit to @stablekwon for creating a collaborative culture and supporting the whole ecosystem since the beginning.
10
59
This is false and unfortunately spreading like wildfire, UST is not collateralized by Luna. Ultimately I am very bullish on decentralized stablecoins, Dai also had many issues early on, this is but a rite of passage.
The Terra UST stablecoin could collapse in a bank run effect. UST is backed by an endogenous collateral Luna. Current Luna marketcap has fallen to arguably < outstanding UST. We are now in a dangerous spiral: as users panic out of UST, this reinforces the Luna crash further.
3
6
59
The fat protocol fails to explain the full breadth of value that the $LUNA token captures so I hereby coin the 'fat leech protocol' thesis. The token has the ability to extract network value even beyond its own chain. Open to better names, still a work in progress.
4
10
61
1/ Terra hasn't even enabled NFT contracts yet but we have the following NFT marketplaces:
- @StardustMarkets
- @ProtocolTalis
- @Knowhere_art
- @OnePlanet_NFT
- @ForgeProtocol
4
14
55
Fiat and stablecoins are depreciating everyday. The true decentralised stablecoin that will free us from inflation is $aUST.
3
12
60
$ANC will become a top 10 multi-billion dollar protocol and it will happen faster than you think.
2
8
61
My weighted average buy-in price for $LUNA is $5.90 and it is by far my biggest holding. That's how high my conviction is.
5
7
54
$MIR will be $120.76 in v2, it's been written.
5
7
56
10/ Let's look at the ~50% burn scenario over the year and estimate a circ. supply of 250M. That gives us a $LUNA token price of $160.
5
9
57
1/ Fintech is taking significant market share esp. in emerging gens and markets. Cash App, Venmo, Paypal etc.- if any one of these adopts a yield generating DeFi protocol to make that growing and idle cash pile productive, it will create a domino effect.
3
15
57
We’re so engrained with low interest rates that when I told my friend about double digit crypto yield he said it’s all a scam. I don’t think he was convinced in the end and is happy with the 1.5% he currently gets.
Normalization of low rates and high inflation is the real scam.
6
8
57
IMHO voting yes is a lose-lose situation. Burning the fund will result in little to no price gain whilst having an almost $1B insurance fund protecting the entire ecosystem is mega bullish for $LUNA. Seigniorage rewards will be no longer, so there is no ‘precedent’ to set either.
10/ If you vote NO to Prop 82, the community pool will be swapped out for UST after Columbus-5, and used to bootstrap the Ozone protocol.
If you vote YES, the community pool (67M Luna) will be immediately burned.
2
8
53
$LUNA CEO comment about early investors that sold at $0.20. Don’t be like them selling below $100 and coming back to the us crying. 😂
4
11
47
Looks like another airdrop for $LUNA stakers is coming very soon. It’s the moon that keeps giving 🌝 @nebula_protocol
7
46
7/ So what are the catalysts? Columbus-5 underpins them all, Terra's next version of its mainchain. (1) Solana wormhole enables a direct bridge between Solana and Terra and progresses the vision for $UST to become THE multichain stablecoin.
1
2
50
15/15 Again most people won't even know they're interacting with crypto and #DeFi.
4
3
47
Crypto influencers and whales only talk about UNI AAVE SNX SUSHI YFI MKR CRV etc. but never $LUNA? How are they not seeing the greatest DeFi play is here. Mindboggling.
3
6
43
Heard people were getting bored of 2D, text-based, static agents.
@youmio_ai adding another dimension to AI agents.
Welcome to Youmio Agents, the launchpad where you can create groundbreaking 3D agents and shape the world. 🌱
Create powerful onchain agents designed to live, learn and adapt in dynamic worlds. Customize their personality, agentic capabilities and equip them with traits that make them truly one of a kind.
Agents can be tokenized and monetized as influencers, entertainers, investors, players and workers—bridging digital worlds and the real world. With real-time interaction, emergent storytelling and limitless gameplay opportunities, Youmio Agents is the new frontier of creativity, play and entertainment.
The future of AI Agents will be built by you…in 3D. 🚀
2
5
27
3,065
"...used @anchor_protocol to set up an elaborate series of deposits, loans ... wakes up in the middle of the night, he checks prices on his phone to make sure he isn’t facing a margin call" 😬
Need @NexusProtocol liquidation protecc ASAP.
wsj.com/articles/crypto-fans…
1
3
44
Builders come to @terra_money if you want to build out the future home of DeFi for the masses.
Not just for the frog that you are, but your mom, dad and 8yo nephews.
The TAM is FAT.
1
6
45
