Aurum Crypto

research | investments

[Aurum Crypto @aurumcrypto]

Threαd of threαds for αlphα seekers🕵️

Reseαrch on:

- DotSαmα ecosystem
- Ξthereum & ΞTH 2.0
- Scaling ΞTH on rollups
- zk-Tech (zkSync, Stαrknet & co)
- Modulαr αrchitecture (Celestiα & co)
- DeFi αnαlysis
- Protocol deep dives
+++

Threαd will be updαted. Follow & bookmαrk!✨

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

0/ few are aware that until now, there was no trustless way for dApps to query historical on-chain data 🤯

a 🧵 on how @axiom_xyz will use #zk tech to change this (0/18) 👇

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

0/ in early July, @staderlabs is set to change the #LSD game by launching $ETHx mainnet & introducing a novel multi-pool architecture that will allow home stakers to run a node with only 4 $ETH while #DVT ensures resiliance 💸💧

MEGA-🧵 on why $ETHx is BIG for #LSDfi (0/41)👇

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

market cap / TVL ratio can help compare the relative valuation of two protocols & help identify under-/overvaluations

@arbitrum for example currently has at a mcap/TVL ratio of 5

@optimismFND has a ratio of 12

hence, $ARB might be undervalued relative to $OP

data: @DefiLlama

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

$RPL TVL is growing fast after #Shapella, sitting at $1.4bn now

this puts $RPL at a mcap/TVL ratio of 1.02

as a comparison, $LDO is at a mcap/TVL ratio of 0.18

there is still a lot of room for $RPL growth

data from @DefiLlama

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

the @0xPolygon #zkEVM ecosystem growing slowly but steadily

TVL = roughly USD 1.6m

due to lack of airdrop growth is all organic

comparison to @zksync showcases power of airdrops in bootstrapping users & liquidity

data from @DefiLlama

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

@arbitrum @0xPolygon @optimismFND @tokenterminal my fren @kunalgoel has written a great piece on the value of $ARB 📊🔍

check it out below 👇

https://t.co/55jFpJGg55

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

is @arbitrum still undervalued?

in terms of P/F ratio (fully diluted mcap / annualized fees) it seems like it is, relative to @0xPolygon and @optimismFND

data: @tokenterminal

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

yeesmowl #4257

art by @yeethzz

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

NO $SUI AIRDROP 🪂

but BIG @SuiNetwork 🧵in a few hours ⏰

🖥️ Move Language
🤝 Consensus
⛓ Parallel Execution
💾 Data Storage Fund
⛽️ Gas Pricing Mechanism
🪙 Tokenomics
⚖️ Governance
💼 Team & Funding
🌐 Ecosystem

+ everything about $SUI AIRDROP / community participation 🚀

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

turns out #Shapella & enabling withdrawals is bullish

in the past 24h deposits have even outpaced withdrawals

24H change in staked $ETH is +51'445 $ETH

powerful stats

data from @nansen_ai

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

#Move-based networks like @Aptos_Network are one of the new potential narratives in 2023 🏆

well-funded, with a strong team & a #MoveVM & partially asynchronous consensus mechanism $APT enables parallel execution, overcoming a core EVM scaling bottleneck🚀

check my deep dive👇

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

0/ @SuiNetwork is valued at USD 2 BILLION & is close to launching a mainnet able of processing >100'000 TPS 🚀

NO AIRDROP but the $SUI TSUNAMI is still coming and YOU should get ready to surf it in 2023 🌊🏄‍♂️

so time to DYOR 📚🔍

ALPHA-packed GIGA research 🧵 on #Sui (0/47) 💧

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

numbers going up on liquid staked $ETH after #Shapella

what's the next for #LSD plays? 💧

you holding any $LDO or $RPL? Or you exposed to any low-cap LSD protocols?

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

0/ being able to process 160'000 TPS & <1s TTF, @Aptos_Network might be the fastest L1 out there 🚀

born out of @Meta's #Diem project, well funded and with a fast growing ecosystem, $APT is one of the alts to watch in 2023 📈👀

ALPHA-packed GIGA research 🧵 on #Aptos (0/62) 👇

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

are #NFTs dead?

a 🧵 analyzing high-level @opensea trading data 📊🔍

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

2k $ETH & $ARB breaking out

feels good 🤝

[Aurum Crypto @aurumcrypto]

@expctchaos GM ☕️

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

Ethereum - L2 Node Client Diversity (Starknet) ✨

https://t.co/exT1B8tC7P

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

Web 3.0 - Why do tokens matter? 🗳️🤔

https://t.co/Xf80u8J25q

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

Ethereum - Polygon x Immutable zkEVM Partnership⚡️

https://t.co/UsHKT5OJsy