Andre

Crypto Index Researcher @gmci_

Views are my own.

[Horse @TheFlowHorse]

Not to single out Noah here, but just my experience with markets. Everyone thinks they are analyzing the “state of the industry / sector,�� but most of the time they are just reacting to price.

When price is ripping, nobody is asking if the tech is ready, if the token model makes sense, or if liquidity is fragile etc etc. It is all future, all upside, all conviction. When price is down, suddenly it is, crypto needs to mature, the space has to evolve, the builders must focus. Same people, same assets, different candles.

Markets are mostly human mood, not grand narratives. Price moves, people build explanations around it. People do not change. When things stabilize, when a few charts start to base, when green shows up again, everyone will be greedy again, convinced this time it is justified. This continues on an endless loop.

[Andre @andre_gmci]

@EvgenyGaevoy CZ also helped set up the Bretton Woods system, knowing it would ultimately break and cause monetary debasement, which paved the way for cryptocurrencies. Playing the long game...

[GMCI @gmci_]

https://t.co/szFwoVNMUC

[GMCI @gmci_]

Want to know more about our indices? 🤔

https://t.co/ONfdCa8pmZ

[Andre @andre_gmci]

@pear_protocol @LuistoXBT 👀

[GMCI @gmci_]

You Put Everything into $LUNA in 2022? Or Went All-in on $OM? Single Token Risk is Real.

If you've been burned by individual token failures, you need to understand concentration risk, when your portfolio depends on just one or a few assets that can go to zero overnight.

The problem: picking individual "winners" is like playing crypto roulette.

GMCI indices solve this. 👇

[Andre @andre_gmci]

@opendelta_ Great work! Nice to see the product growing at this pace 👌

[OpenDelta @opendelta_]

OG30 is here and ready to rock! 🤘

But some may wonder, why have other crypto index products fallen short in the past? 🤔💭

Good question!

The idea of indexing in crypto isn’t new. Many projects have tried to replicate what index funds achieved in traditional finance. Offering broad, diversified exposure without the need to manage dozens of individual assets in a single portfolio.

Many struggled for 3 main reasons:

1. Efficient Rebalancing

On-chain rebalancing across multiple ecosystems can be expensive. Leveraging deep liquidity to minimize slippage and enhance tracking accuracy is essential.

2. Custody & Security

Many index tokens couldn’t secure underlying assets with institutional-grade custodians. This is important for ensuring full asset protection for users.

3. Methodological Gaps

Perhaps the biggest weakness was credibility. Past index products lacked recognized methodologies and alignment with established standards, like those in TradFi.

OpenDelta is built to solve these challenges. We combined rebalance efficiency, custodial security and professional methodology to make sure OG30 is the index product of the future!

It’s setting a new standard for crypto indexing! 📊👊

[Andre @andre_gmci]

@opendelta_ I like the dashboard, looks clean

[OpenDelta @opendelta_]

OG30 provides exposure to top 30 crypto assets by market cap, all wrapped into a single token on Solana. No need to leave Solana!

Now live in @fusewallet, the undefeated UX champ of wallets. 🏆

@SimkinStepan 🫡

[Andre @andre_gmci]

@opendelta_ bookmarked, will revisit weekly 😅

[GMCI @gmci_]

Tech is amazing...

[Andre @andre_gmci]

Somebody should start creating crypto's flagship index using a solid methodology, maybe a top 30?🤔

[James McKay @McKayResearch]

In case you missed it, there are over 90 crypto ETFs pending SEC approval (see chart below via @JSeyff )

At this rate we'll have one for every top 30- 40 #crypto inside 12 months, even with delays. Inflows may surprise for some, but others are still bottom bouncing on LT charts.

[GMCI @gmci_]

Are you Still Trying to Analyze Crypto Markets with Bitcoin Charts? Good Luck.

Most people think they understand crypto by watching BTC and calling it a day.

Meanwhile, meme coins pumped 320% in 2024 while "serious" projects barely moved.

The problem: crypto isn't one market. It's dozens of different sectors moving independently.

GMCI indices solve this. 👇

[GMCI @gmci_]

We Never Stop Learning & Sharing 🌍

This time we're heading to Taipei Blockchain Week.

Our Head of Research, @Andre_gmci, will be speaking at Taipei Blockchain Week on September 5th.

He'll be on the panel "The Institutional Layer: Making Web3 Work for Real-World Finance" at the Builder Stage - Warehouse 5.

Ready to bridge traditional finance with Web3 innovation!
See you in Taiwan. 🚀

[OpenDelta @opendelta_]

Core Concepts for Understanding OG30 🧵

[Andre @andre_gmci]

@CryptoCred Agree! But now we have the $OG30, the crypto S&P 500. And this passive index has outperformed $BTC since Jan 1st, 2021. So just by hodling the $OG30, you'll outperform most traders here.

[Andre @andre_gmci]

@TheFlowHorse They don't know about the crypto market index yet. #OG30 @opendelta_

[OpenDelta @opendelta_]

The GMCI30 Index was Rebalanced Today! 🔁

It’s the most credible benchmark for broad-market crypto exposure, provided by @gmci_.

OG30 follows the GMCI30 methodology, which consists of the Top 30 Digital Assets. But what does all of this mean for OG30?

Let’s dive in! 🧵👇

[Andre @andre_gmci]

@mert at 7am without sleep I can barely write my own name. Interesting food for thought, makes sense