doombot
33.1K posts
@DOOMbotMask
Writer of long threads. Strategy tactician above the trenches. @DeGodsNFT OG Class of 2021
The CLARITY Act could be law by April 3rd. “I think it's quite realistic given the level of work that's been put into crypto being made in America once again.” @patrickjwitt (White House Digital Assets) and @PatrickMcHenry (Ondo Vice Chairman) on why optimism is justified.
HyperSwap Terminal - Coming (really) soon The terminal to house all markets
@genuinearticles @kevindegods @PixelRainbowNFT @pastagotsauce @0x_chill “Life changing money” is a lie and a trap. Maybe you get there, but the best way to make sure it *doesn’t* happen is to recklessly insist on it with dumb bets. Wealth creation and growth: pretty much guaranteed.
on Katana, users win ⚔️ $42k+ in vaultbridge & AUSD treasury yield are being donated to users in katana yearn vaults. raising the value per vault share (yvvbTokens). donations over the next 7 days: 🔹3.6 ETH 🔹21k USDC 🔹3k USDT 🔹7k AUSD 🔹0.003 WBTC the flywheel in motion.
Introducing Aave App, a smarter way to save.
The $RAM token hasn't been live for 7 days yet, but according to @DefiLlama we are number 1 on HyperEVM for holder revenue over the last 7 days. Starting off strong:
@cobie 6) Where we’re at now: - Retail at full learned helplessness and nihilism. - Many smaller alts could very easily be *undervalued* right now by IRL standards relative to marketcap. Especially post SEC clarity. Nature heals. And eventually, value has to win.
One thesis I’ve been running with post-Trump election/pre-SEC clarity: - Legal clarity on alts => ability for institutions to buy-in (see influx of liquidity into ETH and SOL LSTs after SEC “not a security” announcement.) - Ability to add token value without fear of hitting a legal tripwire. - Browse @DefiLlama, look for tokens with absurdly low marketcaps vs. the field when it comes to volume, fees and revenue (not just TVL) - To @icobeast’s point: SOL has some tokens that fit nicely here. $CLOUD and $MET are solid choices. - @MeteoraAG leads everything other than Tether and Circle on 1Y monthly average fees 👀 - LST project FDV marketcap vs. revenue (see below) $LDO: $822m $JTO: $736m . . . and $CLOUD: $97m - $KMNO: Auto-compounding/real time adjustments to LP pool ranges are rare. Last I checked, token doesn’t do anything yet. Cool. Undervalued. - On EVM: $ETHFI $REZ $KERNEL all have investments from and/or close ties with Binance. The big alpha here: All of these airdropped in the recent cycle. Had post-TGE dumps as expected. Especially on the EVM side: these tokens are running flat for 1Y+ at a bottom since then, future pump is inevitable. Contrarian trade here: these are not short term trades, but long-term holds waiting for the next SEC greenlight to ramp up interest. Revenue good.
If there's ever a time to midcurve the market, it's this week (and honestly the next 24-48 hours will be critical) There's a LOT of institutional grade tokens that have gone dormant/sideways for the last three years. If nothing happens this week, losses should be minimal. When big money gets the green light? These sectors will go parabolic. There is no such thing as being stuck with the bag because it's not a bunch of memes. It's massive amounts of real world assets + tools to amplify their value. So here's the play: - Very little downside, low volatility (by our standards 😉) - My RWAs barely went down this week on the nuke, some even went up, - Massive upside potential in this new administration. $TRUMP is retail money. RWAs and DeFi = Blackrock money.
