
Web3 Beliver (Defi Critic-Optimist)
505 posts

Web3 Beliver (Defi Critic-Optimist)
@VladDefi
Explore #Defi and #Web3.I try to find an easy and profitable way to use it on a daily basis. Web3 and defi will be our 'internet' in 20 years.
Layer 0-3 Katılım Nisan 2023
1.1K Takip Edilen746 Takipçiler

your Clout is my flame, my reach is your game. Start farming clout on @fantasy_top_
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I just claimed my $BLAST airdrop. Earn over 50% APY on USD by holding $BLAST on Blast Mobile blast.io
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@DDO_BHE @Blum_Status The same for me. Why my points have disappeared?
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Yo, @trustme_bros, need moar money to fuel my Guess.best addiction now.
guess-app-nu.vercel.app/api/twitterCar…
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Yo, @god, I am tired of waiting for jeets to stop jeeting, gonna retire my bloodline on Guess.Best
guess-app-nu.vercel.app/api/twitterCar…
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@fantasy_top_ 0x525BD838F3d9F7f89da663363f160BBd7bcc468E
Indonesia
Web3 Beliver (Defi Critic-Optimist) retweetledi

@fantasy_top_ @truth_terminal @truth_terminal AI can be independent and will give present to a random person. I hope.
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NEW: @truth_terminal is now a Hero! 🐐
For the first time ever, an AI Agent has risen to Hero status—an exciting breakthrough that’s sure to change the game.
🎁 1 Common Truth Terminal Giveaway 🎁
Reply to this tweet, tagging @truth_terminal, and share why you think he’ll make a great hero.

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Web3 Beliver (Defi Critic-Optimist) retweetledi

Introducing Tactics: Your Ultimate Social Betting Opportunity! 🧩
We are excited to unveil Tactics – a strategy-based social betting game, similar to DraftKings, offering up to 20,000% liquid gains in a day.
In addition, we're welcoming 11 New Heroes.
––––
Register Now for the First Tactic! 🎟️
Tactics do not require players to own any cards.
3,432 Slots are opened with a prize pool of:
💵 $60,085
🟡 30,040 BLAST GOLD
✨ FAN pts.
Join us for the most meritocratic Social Fi Betting gameplay ever created! 🧵
––––
🎁 GIVEAWAY 🎁
To celebrate, we will select 10 winners from participants who retweet this tweet, follow @fantasy_top_, and tag a friend in the replies.
Each winner – and their friend – will receive:
🧩 1 Free Tactic
🟡 100 GOLD
✨ 5K FAN points
Using the Fantasy PFP might boost your chances! Winners will be announced in 24 hours.
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I'm about to earn a 20,000% gain on the new @fantasy_top_ game mode, Tactics 🧩
This isn’t just gameplay—it’s domination. Master the chaos. fantasy.top/api/share/img?…
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the new @fantasy_top_ leagues are live! whether you're a shrimp or a whale, only guts and skills will get you to the top of the leaderboard.
i'm competing and ready to go for the 600K GOLD prize starting this Monday 💥
good luck anon fantasy.top/api/share/img?…
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Do you know the founders of $MON (@monprotocol) have experience building unicorns? 🤯
🦄 @GiulioXdotEth IPO-ed his first tech company ZALORA at $2 billion
💰 @Chris_Sirise founded Saison Capital, the leading fintech seed VC in Asia
Success begets success.
Study that! 🫵
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Web3 Beliver (Defi Critic-Optimist) retweetledi

Everything you need to know about my USD expectations for Blast gold.
TLDR: I expect it to be $10.68 right now, down from my last estimate of $12.80.
I think this estimate is conservative
---------------------------
Ok, diving in:
What changed? The Jackpot feature is more dilutive than it was at first. I also increased my expected future gold to 15m from 12m.
How should we think about gold in the first place? Blast has openly said the $BLAST airdrop will be divided 50/50 into gold and points. Points are for capital, gold is for activity. My expectation is that gold will immediately convert to $BLAST on TGE.
What unknown variables matter for backing into my gold estimate? There are only 3.
1) The fully diluted valuation (FDV) of $BLAST at launch.
2) What percent of total supply will go to Blast farmers.
3) How much gold has not yet been distributed.
Let's go over each one.
FDV at launch: NFTstats guess: $12bn.
This is a rough guess. That is the same as Optimism. Arbitrum is at $11bn and Matic at is $7.1bn.
Why am I higher on Blast than ARB and MATIC? Much lower float and insane attention economics. Yes, the others all have higher TVL, but I think Blast overcomes that with better growth, lower float and a big current narrative.
Percent to Blast farmers: NFTstats guess: 10%.
Blur distributed 12% of the initial supply to season 1 farmers. I see no reason to think they wont do it again. Of that, I guess that 5/6 goes to Blast and 1/6 goes to Blur. Of that 10%, half goes to gold, so 5% to gold.
How much gold is left to be distributed: NFTstats guess: 21,600,000.
I'll be honest, this is a lot of gold and it accounts for the fact that the team has been incredibly dilutive in the past few weeks.
This assumes that an additional 6,600,000 will go to Jackpot which is insane.
It assumes an additional 15,000,000 will go to Dapps which is 50% more than the last drop.
I really think these are way high, but I'm being conservative for the price per gold.
How much gold has already been distributed?
So far, there has been about 30,000,000 gold distributed, when you include that every gold distributed has 0.24 gold given to referrals.
What does this mean for points?
There are so many people out there saying that points = 36,000x gold. I think this was where their initial estimate stood when Blast was launched and they haven't changed it once, despite so many variables changing. There's no way they knew at the beginning how much gold they'd drop, how much ETH/USDB would get bridged etc. So I don't put a lot of weight in it.
That said, assuming a 36,000 multiple, then every 1,000,000 points you have is worth $297 divided by your multiplier. I have no idea if this is right.




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@Intrepidus_ETH @PocketUniverseZ @Blast_L2 I haven't received a piece of gold. I'm using it since 2023 in all networks including Blast, but 0 Gold have been received
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@PocketUniverseZ @Blast_L2 Didn’t get anything and I’ve been using your MetaMask plugin since day 1 of blast mainnet…
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If you were active on @Blast_L2
You received a slice of our 5000 Blast Gold
No connecting/claiming is needed
It was directly deposited to your address
read more 👇

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Web3 Beliver (Defi Critic-Optimist) retweetledi

Thank You! ✨
We're incredibly excited about the enthusiasm for Fantasy, the pioneering social trading card game backed by @alliancedao, @ManifoldTrading, and @fabric_vc.
➡️ The first competition kicks off in 40 minutes—register now at fantasy.top/tournament for a chance to win a share of 77,777 Blast GOLD, ETH, FAN pts, and more rewards. 🟡⚡️
Let's review the achievements from the first 24 hours on the Mainnet 🌅

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Web3 Beliver (Defi Critic-Optimist) retweetledi

The Fantasy Beta has officially launched on Mainnet!
➡️ Visit fantasy.top ✨
We're excited to share that Fantasy, the pioneering social trading card game backed by @alliancedao, @ManifoldTrading, and @fabric_vc, is now fully operational on the @Blast_L2 mainnet.
🪂 Open your free packs and mint packs at a discount.
🏆 Save a deck to compete in the upcoming 222,222 Gold Competition.
🛍️ In 60 minutes—buy and sell cards on the marketplace.
Join us as we dive deeper 🧵

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#Runes is like teenage sex:
Everyone talks about it,
Nobody really knows how to do it,
Everyone thinks everyone else is doing it,
So everyone claims they are doing it.
But if you watch this talk by @rodarmor, you will be a pro.
➡️ youtu.be/IS406ToIRo4
@Rune_coin @Stakeland

YouTube
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@kalm_ceep @DistrictOneIO The Big space that will positively impact the D1 project, definitely worth receiving some additional gem support from the D1 project. Please take a look
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Hey @DistrictOneIO Is the fastest growing community space in the last week worthy of extra gems?
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