Sharon Lujambio

On-chain researcher 🔍 | Finding patterns and opportunities in DeFi. Tracking emerging tokens 🌱.

[Sharon Lujambio @LujambioSharon]

@defikadic Community trust is much harder to manufacture than attention

[Sharon Lujambio @LujambioSharon]

@andrewmoh @base Robinhood entering the top 10 would be interesting, but I would want to separate fresh deposits from liquidity moving between ecosystems

[Sharon Lujambio @LujambioSharon]

@andrewmoh The distinction from existing tokenized stock products is interesting because mStocks starts with assets users may already own

That could create a different adoption path from asking people to purchase entirely new tokenized exposure

[Sharon Lujambio @LujambioSharon]

@andrewmoh being the native dex of a growing ecosystem can be a serious advantage, but only while that ecosystem keeps attracting users

[Sharon Lujambio @LujambioSharon]

@andrewmoh $3.8b is meaningful for an emerging crypto category but microscopic beside global equity markets

that combination of rapid growth and a huge external addressable market is why tokenized stocks are worth tracking

[Sharon Lujambio @LujambioSharon]

@0xAmberCT Real users remain the strongest sign of ecosystem health

[Sharon Lujambio @LujambioSharon]

@0xAmberCT @BNBCHAIN solid execution from the team as always

[Sharon Lujambio @LujambioSharon]

@0xgilllee the 2021 comparison is interesting

[Sharon Lujambio @LujambioSharon]

@0xgilllee @base The B20 improvements could quietly become the biggest part of this release

[Sharon Lujambio @LujambioSharon]

@0xAmberCT Zcash keeps evolving its original thesis

[Sharon Lujambio @LujambioSharon]

@0xAmberCT The devil is always in the market structure rather than the marketing

[Sharon Lujambio @LujambioSharon]

@0xAmberCT The real alpha is knowing what to delegate and what to own

[Sharon Lujambio @LujambioSharon]

@defikadic @TMtheOG early for onchain adoption is a much better way to put it

[DEFI Kadic @defikadic]

Crypto has been around for 18 years, yet people still keep saying "we are early"

Does that still make sense?

This post from @TMtheOG explains it perfectly:

We're no longer early with Bitcoin.

The real early opportunity is everything moving on-chain. Stocks, RWAs, and many other real-world assets are only getting started.

Once big institutions bring more capital on-chain, the next cycle could be much bigger than what we've seen before.

[Sharon Lujambio @LujambioSharon]

@0xgilllee Building real payment rails takes time

[Sharon Lujambio @LujambioSharon]

@0xgilllee @grebby @Arguspad Token creation being simple lowers the entry barrier

[Sharon Lujambio @LujambioSharon]

@0xAmberCT @arc Nice breakdown beyond the mainnet hype

[Sharon Lujambio @LujambioSharon]

@defikadic Following the money instead of the headlines usually works better in these ecosystems

[Sharon Lujambio @LujambioSharon]

@0xgilllee @coinbase @ValorantEsports Really cool crossover from Coinbase

[Gilmo @0xgilllee]

As a Valorant player, I'm over excited with this event by @coinbase and @ValorantEsports.

Moreover, I'm also a big fan of TenZ.

FYI, he shaped the look of Valorant today, big respect.

Bet that this is the biggest prize ever on a creator cup - 1 BTC (roughly $80k).

One chance - one shot.