k

[Metaverse HQ @Metaverse_HQ]

Hibernation is over 🐻

Power up and mint your @berachain tastenet NFT now

Build-A-Bera here 👇
https://t.co/ExYdSDThFS

[k @_Steve_Park_]

According to CryptoSlam (@cryptoslamio)...all signs point to ....GM! ⚡

[k @_Steve_Park_]

Requesting $ETH funds from the #Stakely Faucet on the Ethereum Holesky Testnet blockchain. Request ID: YBO4FRKF #privacy https://t.co/LgZk7wtFme

[Berachain Foundation 🐻⛓ @berachain]

Users, developers, and validators can engage with the testnet through Galxe's Quest platform. The Galxe Quest platform will feature activities involving the core chain, its enshrined applications, and projects building in the ecosystem.

https://t.co/uZtGRKa6TJ

[k @_Steve_Park_]

Verifying my Twitter account for my #GalxeID gid:CYZ3WRWutRBfk5bh96ZtWF @Galxe

https://t.co/A1kq1XqDMA

[ardizor 🧙‍♂️ @ardizor]

I could make over $100,000 with this info by creating a paid group, like most people would do.

But I'm giving it to you for free.

Here's a FREE SCRIPTS for tier-1 projects that lets you create hundreds of randomized wallets and get a TON of money from airdrops 👇

[k @_Steve_Park_]

Join me in experiencing the future of decentralization on the @Shardeum Sphinx betanet!

Get 15 #SHM now: https://t.co/rveLWQNtaU

My address is: 0x3dc5f821f21992C7BeD140eB8415ef5862186C30

[SyncSwap (((+))) @syncswap]

LFG!

We are proud to announce SyncSwap is now live on the zkSync Era Alpha Mainnet 🥳✨

Trade and earn on SyncSwap mainnet today 👇

https://t.co/Q26J8gN9mK

Get your assets ready and bridge them to zkSync Era with https://t.co/3mdr5pjbWz

#zkSync #mainnet #zkEVM #Ethereum #ZK

[k @_Steve_Park_]

Getting some Goerli ARB at @quicknode's faucet for my 62186C30 wallet!
https://t.co/nr9GZVD0Ee

[Polyhedra @PolyhedraZK]

Super excited to integrate zk light client with
@LayerZero_Labs. Now any cross-chain application can leverage the power of zero-knowledge proofs with a simple configuration update on LayerZero. Our strategic partnership will unlock the full potential of Web3 interoperability.

[k @_Steve_Park_]

Getting some Goerli ARB at @quicknode's faucet for my 62186C30 wallet!
https://t.co/nr9GZVD0Ee

[k @_Steve_Park_]

Getting some Goerli ARB at @quicknode's faucet for my 62186C30 wallet!
https://t.co/nr9GZVCsOG

[Aark Digital @Aark_Digital]

Calling all traders!
Get ready for Aark Digital's 'Traders of the Galaxy'.
Step in and score NFT and Mystery Tickets to claim $AARK.

WEN SER?
Starting on May 19th, 2023, 11:00 AM (UTC+0)

For more details:
https://t.co/m92y75m6Qy

[Aark Digital @Aark_Digital]

Attention Aark Crews!
Traders of the Galaxy begins NOW!

Trade to earn your NFT and Mystery Tickets that hold the key to unlock $AARK!

How to participate? Check out our Medium post:
https://t.co/m92y75lz10

Happy Trading 👍

[k @_Steve_Park_]

Verifying my Twitter account for my #GalxeID gid:358KjLyLFanKSnCMxPcA4A @Galxe

https://t.co/x2A8Aj0ZUF

[Aark Digital @Aark_Digital]

Exciting Announcement 🎉
Aark Digital's first AMA on Twitter Spaces!
https://t.co/ZjOMOfiA5G

WEN:
🗓️Friday, June 2nd at 4PM UTC+0

Submit your questions about Aark Digital:
https://t.co/ZG1mqglZQZ

[Paul Couvert @itsPaulAi]

You don’t need a manager → Notion

You don’t need a salesman→ Payhip

You don’t need a lawyer→ DoNotPay

You don’t need a copywriter → Copy ai

You don’t need a developer → Typedream

You don’t need a designer → Msft Designer

Start a business for FREE using AI and No-Code.

[Res @resdegen]

Bought more $GAMMA today
My thesis 🧠👇

a) NARRATIVE
- New @Uniswap V3 forks will be launching soon
- However, it won't be easy for them to attract TVL as managing positions is more complicated than in Uni V2
- Solution? @GammaStrategies
(proof: Quickswap & Zyberswap)

b) TVL & MCAP
- TVL is massively growing, at $69M
- TVL growth from January is x28 while price x3.5
- Mcap $18M w/ +50% staked, $30M FDV

c) FEES
- Fees = function of TVL -> the higher the TVL, the more fees they make
- Last 30 days fees = $650k
- Annualized fees = $8M w/ these levels of TVL
- P/fees = 2.25 (circulating)
- P/fees = 3.75 (fully diluted)
- P/fees ratio remains constant (see Figure 3), meaning price is catching up with fees but there hasn't been front run to higher fees in the future due to higher TVL and new catalysts
- Daily active users = 612 (+316% M/M)

d) CURRENT INTEGRATIONS
- @Uniswap + @QuickswapDEX (Polygon) + @zyberswap (Arbitrum)

- Gamma is integrated directly in the UI of Quickswap & Zyberswap -> I expect it to be integrated in the main DEXs directly (extra exposure and composability)

e) FUTURE INTEGRATIONS
- Gamma will deploy in BSC soon, integrating Uniswap and @ThenaFi_, which will be highly incentivized with $THE

- Quickswap recently launched in @0xPolygonDeFi zkEVM. I assume Gamma will be moving to zkEVM soon too. Don't you think Polygon will highly incentivize the new ecosystem with $QUICK and $MATIC? Gamma will benefit from that

- @PancakeSwap just announced V3 with concentrated liquidity. I expect Gamma to be a partner and be integrated directly within the UI (win-win for both)

- Many other DEXs to join

f) Other catalysts
- They received 1M $OP tokens for rewards, worth around $2.3M at current prices (TVL ⬆️)

g) Forward-looking calculations (speculation)
- Quickswap has $160M in TVL. V3 has $60M (38%) and Gamma manages $40M (67%) -> 25% of total TVL
- Zyberswap V3 has $40M in TVL. V3 has $23M (58%) and Gamma manages $16M (70%) -> 40% of total TVL

... therefore, we can assume the following:👇

- Thena has $92M in TVL, Pancakeswap has $2.45B with already $160M in V3. For realistic calculations, let's assume Gamma captures 25% of Thena's TVL and 70% of Pancakeswap V3's TVL. That's an extra $135M in TVL
- Now add zkEVM, Uniswap, and other forks on top

Basically the thesis is that $gamma will keep getting traction due to DEXs adopting the liquidity concentration model, especially now with Uni V3 expiry. Higher TVL and fees will keep pushing the price higher. Gamma will be a clear winner with Quickswap (zkEVM), Thena, Pancakeswap, and others incentivizing TVL with $QUICK, $MATIC, $THE, $CAKE, etc.

My way to monitor: TVL + fees + P/fees. $150M in TVL would increase fees by 2x approx, reducing P/fees to 1. Invalidations and targets based on these metrics and partnerships / integrations becoming real or not

[Mingo @MingoAirdrop]

After Arbitrum, Consensys zkEVM (Linea) might be the next $15,000 airdrop 🪂

They have raised $725M which is bigger than zkSync, and we are still early 👀

🧵 Here is the most complete guide on how to farm @LineaBuild airdrop 👇