R0MCY 👽

Deep into DeFi wild west - Financial background - Sharing thoughts and ideas ⚡️

[R0MCY 👽 @R0MCY]

Gm degens,

I've dug @optimismFND OP Stack for you and wrote an article on my mirror, go check it out.

TLDR;
👉 What is OP ?
👉 What is OP Stack ?
👉 How does it work ?
👉What does it mean for token holders ?

https://t.co/DjwWZl9ZZc

[R0MCY 👽 @R0MCY]

@0xNodyx @PolymarketTrade @Polymarket 🔥

[R0MCY 👽 @R0MCY]

@0xNodyx @PolymarketBuild @Polymarket 🔥🔥

[R0MCY 👽 @R0MCY]

@0xNodyx @Polymarket @PolymarketTrade 🔥

[R0MCY 👽 @R0MCY]

@Player1Taco @raave just wear white next time ser

[Wonnie🔺 @wonnie]

The @pudgypenguins event is really crazy

[R0MCY 👽 @R0MCY]

Lord, can we go back to DeFi now

[R0MCY 👽 @R0MCY]

Finally, we're here

[Eljulien @caZUBelli]

Big step forwards for the upcoming v3 - Public sale tomorrow ! Then live on Hyperliquid day 1

v2 is a lucrative playground for DeFi's OGs, but quite restrictive for DeFi users

What if
- we could concentrate liquidity on a lending / borrowing market
- we could trade yield with TBT token, integrating a rollover mechanism on a maturity-based market, enabling yield amplification
- we could unify liquidities from multiple timeframes
- we could simplify access to the yield within a single structure ?

This is so bullish
@TimelordEth has been exploring & building this product since early 2023

[Wajahat Mughal @Wajahat]

Markets are hot, here are some of the things that have caught my attention recently👇

AI Agents
Agents are at the forefront of everything right now, from entertainment, education to even doing things for you on chain, to me it really feels like we're in a DeFi Summer equivalent for AI agents.
We've seen
Memetic Agents - @truth_terminal
Entertainment Agents - @0xzerebro
Alpha Agents - @aixbt_agent
Infra Agents - @ai16zdao
Launchpad Agents - @virtuals_io

Now we're seeing newer novel stuff come out, a few interesting ones are:
@Thales_ai bringing agents to do on chain activity
@AVA_holo bringing 3D models of some of your favourite NFTs, memes and agents to life

AI in general is pretty damn exciting, you have so many sub-sectors, it's still pretty crazy to think that AI's total market cap today is only around $70b

My bet is still on $TAO, it's the L1 and AI in one. Can't even keep up with the sheer number and quality improvements happening to subnets.

Upcoming network layers
A lot of attention has been on @HyperliquidX recently, which has been well deserved following the biggest airdrop of the cycle so far brining wealth to so many people, it's so nice to see the insane things crypto can do to people.
Talking about $HYPE, the ecosystem is getting a little more interesting with more builders bringing something to the chain. There are a few liquid bets you can make already - one of them I'm most bullish on has to be @validaoxyz who will benefit from increased AUD once staking goes live.
Naturally, attention whilst still on $HYPE is also going to what other network layers will do.
We're about to see $MOVE from @movementlabsxyz with their Move based EVM come to fruition as well as their TGE. I think there will be some nice airdrops going around for those who played around with testnet and more!
I think we're also fairly close to @berachain (obviously the one I'm going to be most excited for) but I don't think that'll be this month unless Smokey has a surprise for me.
Some chains are possibly a little under the radar and I think they are the ones like @initia, again, pretty soon, but I'm not sure exactly when.

Can the chains do anything like what we've seen with $HYPE? No, but will there will be wealth effects and big opportunities, for sure, starting with $MOVE, then $BERA, $INIT and then many many more!

The DeFi renaissance
I am so happy DeFi is catching a bid, even though as a trader/investor, my portfolio isn't DeFi heavy by any stretch of the imagination, it's still the sector I love and build in.
It brought a smile to my face seeing the OG's, your $CRV, $CVX, $FXS, really perform well after 3 years of max pain. (I'll farm them now as the yields have gone pretty nuts on their respected protocols!) - Don't own any and don't plan to add to my portfolio.
As we've seen, the strong DeFi coins continue to perform well, @aave, @pendle_fi and co including the newly available $MORPHO from @MorphoLabs are ripping.
I'm still very excited about the innovations coming form @Uniswap's V4 and with that, the hooks coming from protocols such as @bunni_xyz. Rehypothecation, programmable liquidity, offt, this is so hot. (I've got some $LIT bags).
I do like the innovations we have this cycle, derivatives especially, super nice seeing the success @GammaSwapLabs have had so far, options really are sexy again. Some very novel new products with IL hedging instruments are pretty exciting.
Maybe 0dtes will take it to the next level!

Bitcoin
The elephant in the room, we hit $100,000, to me this still feels surreal, hasn't really sunk in actually. Bitcoin has survived so many catastrophes over the last decade and a bit, yet here it stands today.
With BTC's on going rise, we've seen the expansion of the ecosystem under it.
Yield generating tokens to begin with and these have grown massively over the last few months! @babylonlabs_io @SolvProtocol @Lombard_Finance and many others
I still am enjoying some of the SolvBTC strategies on BTC, especially with @ethena today given how juicy the yields are now. Real yields + BTC makes it way more interesting.
On that note, have seen on going improvements to derivatives, again as mentioned above, @alkimiya_io looking to soon release a market to trade Base L2 fees. There's some thing about exotic markets that I just really enjoy speculating on.

[R0MCY 👽 @R0MCY]

@caZUBelli boss

[Degen Analytics @_degenanalytics]

Want a free 1-month access? 🚀

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#Giveaway #DegenAnalytics #crypto

[R0MCY 👽 @R0MCY]

@_degenanalytics @caZUBelli 👀

[Grant @Grantblocmates]

If $100k is your target unfollow me please, pussy

[Nebulae English @NebulaeVCEN]

Today, we continue our exploration of the #RWA ecosystem by looking at Mantra, a layer 1 in the Cosmos ecosystem that began development in 2020. 🧵

[Nebulae English @NebulaeVCEN]

The #RWA sector is rapidly expanding, with numerous projects continuing to innovate and aim to become leaders in the field.

Larry Fink, CEO of BlackRock, has even described RWAs as a highly promising sector for the future. 🧵 👇

[Nebulae English @NebulaeVCEN]

After 2 years of development, a new options protocol based on impermanent loss is about to have its TGE on August 30th: GammaSwap.

Here’s a detailed overview of everything you need to know about this protocol. 🧵👇

[Nebulae English @NebulaeVCEN]

HyperLiquid is experiencing impressive growth, as evidenced by the platform’s recent announcement of a record daily volume of $4.3 billion.

Today, let’s take a detailed look at what has made the platform successful. 🧵

[R0MCY 👽 @R0MCY]

@NebulaeVentures 🔥

[Nebulae English @NebulaeVCEN]

ZottoAI has just launched their autonomous perpDEX in partnership with Orderly and will offer enhanced trading strategies through AI.

👉 The platform is now available, feel free to go and test it out.

[Nebulae English @NebulaeVCEN]

The number of users taking leveraged positions directly On-Chain via AAVE reached its all-time high (ATH) last week.

👉 This data indicates a bullish sentiment in the medium to long term.

[Nebulae English @NebulaeVCEN]

You can now test the beta version of @JustBetOfficial deployed on the WINR Chain.

This beta allows you to experience the smoothness and potential of games developed on the WINR Chain.

👉 Rewards are available for participants.