Jeremy Park

Partner.alpha | @DSVentures_ |
Former @Google @LiveNation @Macquarie @westpacMacro

[DSV @DSVentures_]

@LidoFinance is the leading #LSD protocol

A fundamental overview of the performance of Lido and what factors may directly impact value accrued to stakers:
1. $ETH Network Fees
2. Validator Dominance of Lido
3. Pending Effect of With/Dep on Lido APR
https://t.co/eYlkePTXvL

[DSV @DSVentures_]

As we close the year, here are some important reflections we had over 2022

∙ Signals to cyclical bottom
∙ Brief Macro Outlook
∙ L1 Unique Addresses and Tx
∙ DEXs revenue and rolling PE
∙ Outlook for 2023

https://t.co/H7wjCDIsqv

[DSV's Intern🫠 @Alpha2Lesgo]

Oct 25, if u shorted $QNT based on our analysis, here is what you have made anon kun!

[CryptoCondom @crypto_condom]

Sir @Alpha2Lesgo made a nice 🧵regarding post-FTX $DYDX token appreciation 📈 & performance 📉.
Under performance against @GMX_IO is worth watching. $DYDX token NGMI because:
🤮Excessive OFAC enforcement
☢️Toxic emission schedule
🚫No revenue sharing
🦺Leaving $ETH security

[DSV @DSVentures_]

$dYdX has been a clear outperformer after the FTX fiasco. However, has fundamental backed its narrative in the past 2 weeks?

A 🧵 on $dYdX's recent performance and expectations on the upcoming steep inflation and transition into a Tendermint L1

https://t.co/guiu2yOcDU

[Sam Trabucco @AlamedaTrabucco]

Also, to pre-empt! "We" is Alameda Research, the trading firm where I work. "We" is not FTX, the exchange where this product trades! We used FTX to trade it, we are not FTX, and we have no real idea who we were trading against except that some of them have harassed me on Twitter.

[CZ 🔶 BNB @cz_binance]

Two big lessons:

1: Never use a token you created as collateral.

2: Don’t borrow if you run a crypto business. Don't use capital "efficiently". Have a large reserve.

Binance has never used BNB for collateral, and we have never taken on debt.

Stay #SAFU.🙏

[DSV @DSVentures_]

2. Then what does Multichain expansion mean for $CAKE?
- Emission Increase X
- Trading Service is supported in 3 chains (BSC, ETH, APTOS)
- Trading Volume ↑ 2~3x = 🔥 $CAKE ↑
- IFO (BSC, APTOS) ↑ 2~3x = 🔥 $CAKE ↑

There is higher anticipation on IFO since APTOS is still new

[DSV's Intern🫠 @Alpha2Lesgo]

What if @eigencloud works with @LidoFinance & @foldfinance ? Lido can "restake" their ETH for more incentives and Manifold can get more blocks from Eigenlayer

any thoughts?
@foldfinance @EigenlayrIntern @cjliu49

[DSV's Intern🫠 @Alpha2Lesgo]

There’s always something iCONIC about DeFi. In this market, $CNC did a 5X.

A brief 🧵 on what is @ConicFinance

[Injective 🥷 @injective]

Project X just won the most promising project award @CosmoverseHQ!

Just the beginning of the Injective rise 🔥

[DSV @DSVentures_]

1/ In midst of the current🐻market, our focus is narrowing down on protocols that generate yield with little (or no) sacrifice of the native token inflation 📈

A thread looking into the "Real Yield" generation of
@LooksRare 👁
Article: https://t.co/4hf9eI6XoW

[CZ 🔶 BNB @cz_binance]

Dips explained.

[Jeremy Park @eremiah18]

Good to see real gamers making moves @ProGamerDAO
Keep an eye out with this group of hardcore gamers in the space.
@GuildFiGlobal is a great partner to have in today's gamefi industry
https://t.co/ZJACMaBcDs

[Pro Gamer DAO @ProGamerDAO]

We're exited to announce partnership!

The news that all LOK users in PG DAO are looking forward to listening to!

[Jeremy Park @eremiah18]

Pure class. Nothing but respect

[CZ 🔶 BNB @cz_binance]

1/5. Some interesting updates, full transparency and lead to protect users:

As it turns out, most UST pairs were 0 fee to begin with. (I didn't know that, our team had to tell me.) So, not much UST there.

We do have...

[Jeremy Park @eremiah18]

Humble beginnings elevated by a drive for success (alpha) is better than wishful thinking

[GEMIE💫 VIP PASS SOLD OUT @Gemie_Official]

✨ If you're seeing this, you're still early✨

Get in quick to secure a Gemie OG role in our server! ⌛ https://t.co/bKnQkFSN6l

There may or may not be an OG exclusive announcement soon 😉🙌🏼

[Jeremy Park @eremiah18]

Looking forward to this game

[Polemos @Polemos_io]

🎁Illuvium X Polemos Cosplay #NFT Giveaway🎁

To Enter👇
1. Join #Polemos Discord - https://t.co/8r8WHW81vy
2. Join #Illuvium Discord - https://t.co/nblEemFZo5
3. DM bot in Illuvium between Mar 18-22

More Details: https://t.co/Moa2b5dIpC

#NFTGiveaway #NFTCommunity #NFTDrops