The Arbitrum ecoystem is massively growing!
Projects explode by 10x, 40x, 80x
It has more Total Value locked than #Polygon and just flipped #ETH in daily transactions
🧵👇It feels illegal to share this overview
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Projects explode by 10x, 40x, 80x
It has more Total Value locked than #Polygon and just flipped #ETH in daily transactions
🧵👇It feels illegal to share this overview
👂Don't like threads? Listen instead
on.soundcloud.com
This thread covers:
A)Arbitrum Ecosystem Overview
B) Projects 100m+ Marketcap
C) Projects 10m+
D) Degen Plays for fast returns and losses
E) Upcoming launches on camelot.
G) What to consider when investing
H) How to get early exposure to projects
I) My opinion
A)Arbitrum Ecosystem Overview
B) Projects 100m+ Marketcap
C) Projects 10m+
D) Degen Plays for fast returns and losses
E) Upcoming launches on camelot.
G) What to consider when investing
H) How to get early exposure to projects
I) My opinion
What are Optimistic Rollups:
They are a method to compress data for blockchain transactions. They basically bundle multiple transactions into a single one.
Optimistic roll ups assume the rolled up transactions are valid.
This result in faster transaction speeds and lower costs
They are a method to compress data for blockchain transactions. They basically bundle multiple transactions into a single one.
Optimistic roll ups assume the rolled up transactions are valid.
This result in faster transaction speeds and lower costs
Optimistic Rollups are a hot narrative!
Arbitrum and Optimism prove that.
But:
ZK Rollups are shaping up to become a gargantuan competitive narrative as well.
You can't afford to miss either of them.
I covered the zk narrative here:
Arbitrum and Optimism prove that.
But:
ZK Rollups are shaping up to become a gargantuan competitive narrative as well.
You can't afford to miss either of them.
I covered the zk narrative here:
Why is it so popular?
- Solves Ethereum's scalability issues
- Supports smart contracts with low gas fees and fast transaction processing.
- Compatible with Ethereum's programming languages and tools lead to low migration cost
- Solves Ethereum's scalability issues
- Supports smart contracts with low gas fees and fast transaction processing.
- Compatible with Ethereum's programming languages and tools lead to low migration cost
- Superior launch strategy
(onboarded 400 defi projects before launch)
- Airdrop Hype
- Major projects supporting and migrating to Arbitrum
- Las Vegas meets Silicon Valley Atmosphere
- Massive userbase
- Rollup Narrative Hype
- New projects launching left and right
(onboarded 400 defi projects before launch)
- Airdrop Hype
- Major projects supporting and migrating to Arbitrum
- Las Vegas meets Silicon Valley Atmosphere
- Massive userbase
- Rollup Narrative Hype
- New projects launching left and right
@GMX_IO $GMX
Narrative: Perp Dex
A decentralized spot & perpetual exchange
> low swap fees and zero price impact trades
Trading is supported by a multi-asset pool earning liquidity provider fees from:
• market making
• swap fees
• everage trading
• asset rebalancing
Narrative: Perp Dex
A decentralized spot & perpetual exchange
> low swap fees and zero price impact trades
Trading is supported by a multi-asset pool earning liquidity provider fees from:
• market making
• swap fees
• everage trading
• asset rebalancing
@Treasure_DAO $magic
Narrative: Metaverse, Gaming
Treasure is a decentralized gaming ecosystem
Each project on Treasure's market uses MAGIC in its individual metaverse, with each community creating its own lore and storytelling for this resource
Narrative: Metaverse, Gaming
Treasure is a decentralized gaming ecosystem
Each project on Treasure's market uses MAGIC in its individual metaverse, with each community creating its own lore and storytelling for this resource
@GainsNetwork_io $GNS
Narrative: Perp Dex
A a decentralized derivatives trading platform
Dege...Traders can trade up to 150X leverage and up to 1000x for forex trades.
Synthetic assets, a decentralized lending protocol and its leverage system help to cut fees.
Narrative: Perp Dex
A a decentralized derivatives trading platform
Dege...Traders can trade up to 150X leverage and up to 1000x for forex trades.
Synthetic assets, a decentralized lending protocol and its leverage system help to cut fees.
C) Projects 10m+
@dopex_io $DPX
Narrative: Options
Dopex is a decentralized options protocol which aims to:
1. maximize liquidity,
2. minimize losses for option writers
3. maximize gains for option buyers
- all in a passive manner for liquidity contributing participants.
Narrative: Options
Dopex is a decentralized options protocol which aims to:
1. maximize liquidity,
2. minimize losses for option writers
3. maximize gains for option buyers
- all in a passive manner for liquidity contributing participants.
@lyrafinance $LYRA
Narrative: Options AMM
It is an option automated market maker, allowing traders to buy and sell options on crypto against a pool of liquidity.
Options Usage:
Risk Hedging
Lock in payoff
Generate extra income
Speculate on future price movements
Leverage
Narrative: Options AMM
It is an option automated market maker, allowing traders to buy and sell options on crypto against a pool of liquidity.
Options Usage:
Risk Hedging
Lock in payoff
Generate extra income
Speculate on future price movements
Leverage
@RDNTCapital
Narrative: Omnichain Lending
Users will be able to deposit any major asset on any major chain and borrow a range of supported assets across many chains.
Radiant intends to be the first omnichain money market.
Consolidating the fragmented $22 Billion market.
Narrative: Omnichain Lending
Users will be able to deposit any major asset on any major chain and borrow a range of supported assets across many chains.
Radiant intends to be the first omnichain money market.
Consolidating the fragmented $22 Billion market.
@vela_exchange $VELA
Narrative Perp Dex
A permissionless, self-custody driven perp exchange built with innovative blockchain architecture to ensure fast transactions, secure trading, and extensibility into additional synthetic options and derivatives.
Narrative Perp Dex
A permissionless, self-custody driven perp exchange built with innovative blockchain architecture to ensure fast transactions, secure trading, and extensibility into additional synthetic options and derivatives.
@CamelotDEX $GRAIL
Narrative: DEX
Camelot is an ecosystem-focused & community-driven DEX built on Arbitrum.
They aim to provide:
- innovative features for Arbitrum ecosystem
- Support new protocols
- Offer permissionless tools for projects
- Use real yield narrative
Narrative: DEX
Camelot is an ecosystem-focused & community-driven DEX built on Arbitrum.
They aim to provide:
- innovative features for Arbitrum ecosystem
- Support new protocols
- Offer permissionless tools for projects
- Use real yield narrative
@muxprotocol $MCB
Narrative: Perp Dex
A decentralized leveraged trading protocol that offers zero price impact trading, up to 100x leverage, no counterparty risks for traders and an optimized on-chain trading experience
Supported by venture capital firms like delphi digital
Narrative: Perp Dex
A decentralized leveraged trading protocol that offers zero price impact trading, up to 100x leverage, no counterparty risks for traders and an optimized on-chain trading experience
Supported by venture capital firms like delphi digital
@JonesDAO_io $JONES
Narrative: yield, vault, DAO
A yield, strategy, and liquidity protocol with vaults that allow for one-click access to institutional-grade strategies.
Using yield-bearing tokens, these solutions enable DeFi to be more liquid and capital efficient.
Narrative: yield, vault, DAO
A yield, strategy, and liquidity protocol with vaults that allow for one-click access to institutional-grade strategies.
Using yield-bearing tokens, these solutions enable DeFi to be more liquid and capital efficient.
@TridentDAO $PSI
Narrative: Gamefi (Risk to earn)
A 2D MMO, procedurally-generated infinite universe video game.
Trident utilizes cryptocurrency in a novel fashion to enhance the in-game economy, freedom, and privacy of the user. It also encompasses various mini-games.
Narrative: Gamefi (Risk to earn)
A 2D MMO, procedurally-generated infinite universe video game.
Trident utilizes cryptocurrency in a novel fashion to enhance the in-game economy, freedom, and privacy of the user. It also encompasses various mini-games.
@zyberswap $ZYB
Narrative: Dex
Zyberswap is a decentralized exchanges with an automated market-maker (AMM).
Features:
- Low swap fees
- High Staking and Yield Farming fees
- Communiy driven with governance voting
- Launchpad
$152.33m are currently locked in its protocol.
Narrative: Dex
Zyberswap is a decentralized exchanges with an automated market-maker (AMM).
Features:
- Low swap fees
- High Staking and Yield Farming fees
- Communiy driven with governance voting
- Launchpad
$152.33m are currently locked in its protocol.
D) Degen Plays for fast returns and losses
🟥Warning (!) Higher risk
🟧Experts only
🟩DYOR NOT FA
@Buffer_Finance $BFR Options Trading
@arcadeum_io $ARC On-Chain Betting
@oreoswap $OREO DEX
@ArbinuCoin $ARBINU Meme
@NitroShiba $NISHIB Meme
🟥Warning (!) Higher risk
🟧Experts only
🟩DYOR NOT FA
@Buffer_Finance $BFR Options Trading
@arcadeum_io $ARC On-Chain Betting
@oreoswap $OREO DEX
@ArbinuCoin $ARBINU Meme
@NitroShiba $NISHIB Meme
E) Upcoming launches on camelot
@FactorDAO
$FCTR, 20-24th Feb
-
@JustBetOfficial
$WINR, 6th Mar
-
@HallsofOlympia
$AMBR, 13th Mar
-
@PerpyFinance
, $PRY 16th Mar
@SolidSignalAi
???
@RoseonExchange (Rumour)
???
@FactorDAO
$FCTR, 20-24th Feb
-
@JustBetOfficial
$WINR, 6th Mar
-
@HallsofOlympia
$AMBR, 13th Mar
-
@PerpyFinance
, $PRY 16th Mar
@SolidSignalAi
???
@RoseonExchange (Rumour)
???
F) How do I choose where to put my money
1. Invest into top teams, advisors, venture capital
3. Invest using on-chain growth indicators
2. Invest in superior technology
4. Invest based on narrative strength
5. Invest in accordance with your risk appetite
1. Invest into top teams, advisors, venture capital
3. Invest using on-chain growth indicators
2. Invest in superior technology
4. Invest based on narrative strength
5. Invest in accordance with your risk appetite
G) How do you get exposure to unreleased projects?
a) Participate in Testnets (Node, develop, bughunt)
b) Invest in projects that build on their ecosystem
c) Airdrops, ICO, Giveaway
d) Buy the token once publicly available after extensive research
a) Participate in Testnets (Node, develop, bughunt)
b) Invest in projects that build on their ecosystem
c) Airdrops, ICO, Giveaway
d) Buy the token once publicly available after extensive research
H) My opinion
Arbitrum is the crypto markets sun and black hole at the moment.
It absorbs massive amounts of money, talent and innovation while growing rapidly in the worst economic time period of the last 30 years.
That tells us something.
Arbitrum is the crypto markets sun and black hole at the moment.
It absorbs massive amounts of money, talent and innovation while growing rapidly in the worst economic time period of the last 30 years.
That tells us something.
While there is an argument to be made, that ZK Rollups are the superior solution in the long run, we still can expect a solid foundation and massive community to be formed around it.
The upcoming airdrop is probably the biggest one in crypto history and will drive unseen amounts of liquidity in the Arbitrum ecosystem.
As an investor you should pay very close attention of what is happening here.
As an investor you should pay very close attention of what is happening here.
Study how projects on Polygon, Solana and Avalanche performed during the run up to the last bull market
and you get a pretty good grasp on how well the Arbitrum Ecosystem could perform in the next bullrun.
and you get a pretty good grasp on how well the Arbitrum Ecosystem could perform in the next bullrun.
I‘m paying close attention to arbitrum project market sentiment.
Projects doing exceptionally well on all fronts right now may represent a preview to what they are capable in a full sized bullrun, if they retain their competitive edge and a strong community.
Projects doing exceptionally well on all fronts right now may represent a preview to what they are capable in a full sized bullrun, if they retain their competitive edge and a strong community.
I) Narrative that interest me the most:
- ZK
- AI
- (Perp) Dex
- Gamefi
- Real Yield
- and a few others (Layer0/1/2, Stable, NFTFi ...)
- ZK
- AI
- (Perp) Dex
- Gamefi
- Real Yield
- and a few others (Layer0/1/2, Stable, NFTFi ...)
ZK narrative link doesn't work. 🙈This one should:
Projects that interest me the most:
@vela_exchange
@CamelotDEX
@TridentDAO
@RDNTCapital
@zyberswap
@GMX_IO
@Treasure_DAO
@GainsNetwork_io
Upcoming Camelot launches and
Secret:
@RoseonExchange
(Gamefi+ Perp Dex + Mobile App + Launchpad +....)
@vela_exchange
@CamelotDEX
@TridentDAO
@RDNTCapital
@zyberswap
@GMX_IO
@Treasure_DAO
@GainsNetwork_io
Upcoming Camelot launches and
Secret:
@RoseonExchange
(Gamefi+ Perp Dex + Mobile App + Launchpad +....)
Tell me your thoughts about #vela!
If you want to learn more about my approach to
• Crypto
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@thehiddenmaze
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If you want to learn more about my approach to
• Crypto
• Self Improvement
• Investments
• Artificial Intelligence
retweet the first tweet, follow
@thehiddenmaze
and subscribe to my upcoming newsletter:
hiddenmaze.substack.com
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