Ali

| Knight @JumperExchange
Learning about Web3 and everything Crypto

[Ali @bluttrettin]

@wallykanwest @Pablotorecobaa @pusholder Pandemi ve düşen kalitenin de etkisi vardı ama bu yıl değişti. Yıl sonu yeni Avengers çıkıp rekor kırar zaten. Ama süper kahramanla çocuk kitleye gişe yaptırmak kolay. Zor olan r-rated kategorsiyle, bir markası olmadan ve Çin kısıtlamalrına rağmen Odyssey' in başardığıdır mesela.

[Ali @bluttrettin]

@Pablotorecobaa @pusholder Olay nüfus değil yıl, enflasyon ve tür farkı. Mesela markasız, devamı olmayan özgün bir drama olan Titanic' in rekoru, hazır kitleye oynayan süper kahraman filmlerinden çok daha değerlidir. Enflasyonu da hesaba katacak olursak gerçek zirve zaten tartışmasız Titanic' tir hala.

[Ali @bluttrettin]

@predoktor_ Şu şirden mayali peynirlere bayiliyorum hangi siteden aliyorsun lutfen soyle.

[Ali @bluttrettin]

@furyofpeace @AvucatMecnun Bu işin profu olarak açıklayayım ai bu.

[Ali @bluttrettin]

@coinkritik Şu yorum fikrimi biraz olumlu değiştirdi ne yalan söyliyim.
https://t.co/swxwvONaJ1

[Yellok @yellokguy]

CT loves comparison,
that's why they will be all wrong about @jumperapp FDV

back then, people would look at a project’s FDV and expect the next one to launch at a similar valuation,

but that has change

right now revenue is a much better indicator of a project’s health and performance

let's take LayerZero and Wormhole as example

LayerZero: $457k > Mcap $576M
Wormhole: $41k > Mcap $94M

li,fi/ Jumper: $4.56M > Mcap ?

I think participating in Jumper’s upcoming public sale its a no brainer, given that its two main competitors generate only around 10% of its revenue

If those numbers hold, and they will cause they also planning in launching thier own perps it could have an interesting long-term opportunity as well

i'll be as conservative as I can but a FDV of $150M is very achiavable for $JUMP

[Ali @bluttrettin]

@coinkritik Yine iyi de https://t.co/j1XhR0Wfyz den ayrilmalari sence nasil oldu? Tum sermaye, yatirimcilar o taraftaydi. Ama jumper tokenomics de yine yatirimci payi var. https://t.co/7OMkmoupNy yatirimcilarina pay mi vercekler yoksa yeni yeni yatirim turu mu yapacaklar anlamadim ki?

[Ali @bluttrettin]

@FastLife You’re 100% right. They explicitly said $JUMP tokens will be used as perp incentives. Burning supply on perp rewards means our initial TGE drop is getting diluted for sure.
https://t.co/gpHzD7QRQZ

[Arjun Chand @arjunnchand]

We've been building @jumperapp for over 3 years.

Today, it has an established product and a user base that’s found value in our services.

And the numbers back that up:

- #1 aggregator by bridging volume.
- 15% market share in bridging.
- 100,000 monthly active users.
- Top 10 aggregators by swap volume.
- Go-to app for whales. 45% of the active addresses trade over $1k, $10k and $100k in size.

While this foundation is key, the next chapter of Jumper is about growing aggressively into different markets.

A few of our products that we believe will unlock the next levers of growth for Jumper:

- Jumper Advanced

1/3rd of Jumper’s volume ($~14.2B) is same chain swaps.

Same chain swaps are the highest onchain volume generating action (after perps), and it’s a service that we’ve consistently improved over the years.

Today, Jumper offers the best trade execution and feature set for same-chain swaps across 50+ chains - limit orders, TWAP, DCA, we’re bringing all the tools that a trader needs to win onchain.

The potential of doing this right and winning this market is 100x from here.

- Jumper Earn

We just hit $10M in attributed TVL on Jumper Earn last week.

The goal is to offer access to all yield opportunities across blockchains and make the UX for depositing/withdrawing from the vaults 1-click - removing all the other hassles.

It solves the yield discovery problem. And it removes the cross-chain complexity.

As DeFi TVL grows, the bet is that more of the deposit flows will come through Jumper.

- Jumper RWA

RWA / tokenized stocks volume onchain is still extremely early. But in the future, this category can grow 1000x as everything gets tokenized and more of stock trading comes onchain.

We shipped Jumper RWA - a trading interface that simplifies the onchain tokenised stock trading UX - with fragmentation across so many chains and issuers.

If tokenized stocks trading grows from here, which our bet is that it will, then Jumper RWA will be among the top places to trade them.

- Jumper Perps

Perps are one of the biggest drivers of onchain volume and arguably the market is extremely competitive and arguable saturated at this point.

We’re very aware of this fact and hence don’t want to bring another vanilla builder code integration to our users.

Jumper Perps is aggregation of perps trading venues - Hyperliquid, Lighter, and Ondo Perps to begin with.

To onboard the users on the platform, we will need to give them a reason to try out the platform. And this will come in the form of incentives, USD incentives and JUMP tokens - which we will bring with the underlying providers like Ondo.

And over time, we will ship more features and improvements that make the whole perps aggregation trading ux similar to what people expect on a swap/bridge aggregation level - abstract the complexity, compare the available venues, and execute orders through the best available paths.

The next chapter of Jumper is about giving our users more reasons to stay on Jumper, while at the same time, onboarding new users to the app - and get them to do more of their onchain activity through us.

We don’t need every one of these bets to become a massive market.

If we execute well, the markets are there for the taking and will be able to achieve our vision of making Jumper the super-app for onchain finance.

[Ali @bluttrettin]

@adilkkavrama Ne oluyor abi şaka yapıyosun heralde

[Ali @bluttrettin]

Join me on Legion! Use my referral code to get rewards.

https://t.co/xoG8R3MiQx

[Ali @bluttrettin]

@arsivlikvideo Bu degerli bilgiler icin tesekkurler, lazim olur ilerde.

[Ali @bluttrettin]

@0xastronomica Jumper waitlistinde de bir siralama varmis onu da dikkate alcaklar galiba degisik bir sistem.

[Ali @bluttrettin]

@lukannte_ @abusaplayan Yenisin galiba. Buyur daha gecen haftaki haber..

[furkan? @ruhadeg]

gece saat 2'de hayatımla ilgili radikal kararlar alırken danıştığım bilirkişi heyeti:

[Nedret ERSANEL @NedretErsanel]

Kim olduğunu bilen bilir, Prof. Jiang Xueqin; Yaşadığımız şey 3. Dünya Savaşı değil. Küresel düzenin yalnızca el değiştirmesini de yaşamıyoruz. 20 yıl içerisinde medeniyetin kendisinin çöküşünü yaşayacağız, ABD'nin finansal altyapısını hedef alabilecek 'yeni bir 11 Eylül' de yaşanabilir”…

[Ali @bluttrettin]

@ICE_1867 inş doğrudan vurma gibi bir hata yapmayız

[Ali @bluttrettin]

@mahmutvata49587 @Muallimin_biri @jumperapp Solana proesi değil ki

[Ali @bluttrettin]

@Muallimin_biri Bunlar perp acacak %90.
Tokeni olacak olan da jumper degil arkasindaki sirket lifi olur. Simdilik o tarafta bir hazirlik yok.

[Ali @bluttrettin]

@keytani_2 O kadar önemsiz meyve olsa atalarımız oturup "armut piş ağzıma düş", "armut dibine düşer" veya "armudun iyisini ayılar yer" diye edebiyat yapmazdı. Kültürel mirastır armut, ona Başakşehir muamelesi yaptırmayız!

[Ali @bluttrettin]

@Ymn8388 @DeportesReports Şu oldu