DeFi Degen

MSc in Corporate Finance. Crypto investor & freedom thinker. Writing what I see, not what sells.

[DeFi Degen @tekhnocrad]

If you look at the @base ecosystem you can already see the anchor projects forming

• DEX → Aerodrome
• Lending → Morpho
• Memes → Virtuals
• NFTs → Zora

The one missing piece in any ecosystem is a PerpDex -and on BASE that’s @avantisfi , which is about to hit TGE.

Now check the numbers: most of these projects are already sitting at $1B+ valuations, backed by Coinbase Ventures and integrated into Coinbase products

@zora for example, got embedded directly into the BASE App as the NFT infra layer. @AerodromeFi is the native Dex inside Coinbase Wallet

I’ll let you connect the dots yourself on what Avantis could become for Coinbase 😉

One more thing worth noting - the only projects backed by the BASE Ecosystem Fund so far are Aerodrome and Avantis.

[DeFi Degen @tekhnocrad]

@DCBcrypto @ThinkingUSD @TheFlowHorse it's 175k

[DeFi Degen @tekhnocrad]

250M $LIT just moved to
0x98e7769167194A8Cf272B649319676bE84052b5f

Looks like the Lighter airdrop might actually land at ~25% of supply

https://t.co/QTiGiu0e9d

[DeFi Degen @tekhnocrad]

@0xlykt probably they just turned off the market-making bot ahead of the FED meeting to avoid getting caught in heavy volatility

[DeFi Degen @tekhnocrad]

@Pasta_Capital i’ve got the same issue, but it’s probably because i’m using a VPN. though it never happened before even with a VPN

[DeFi Degen @tekhnocrad]

@Lighter_xyz LFG🕯️

[DeFi Degen @tekhnocrad]

@josemanuelsori9 💯

[DeFi Degen @tekhnocrad]

If Lighter ever reaches an FDV on the level of META’s market cap, it means we built a killer product

and yeah, too bad META never did an airdrop

[aaalex.hl @aaalexhl]

guy who shills zero fee trading platforms also thinks facebook is free

hyperliquid

[DeFi Degen @tekhnocrad]

@dimqtdl @Polymarket @kinetiq_xyz @PolymarketTrade no doubt

[DeFi Degen @tekhnocrad]

If Kinetiq opens at a 50M FDV that’s insanely sweet for a project sitting on 1.15B TVL

@Polymarket odds look way too pessimistic - probably because the last few HL launches were mid

and don’t forget HL itself might buy back @kinetiq_xyz in the future

[DeFi Degen @tekhnocrad]

@Leonardo_Web3 @Polymarket @kinetiq_xyz @PolymarketTrade my assumption was based on HIP-5: Staker Governed Assistance Fund (AF-2), did they already abandon it?

[DeFi Degen @tekhnocrad]

@hibachi_xyz @hibachi_xyz when is the last day of this campaign?

[DeFi Degen @tekhnocrad]

@tomwanhh nothing new in this space

[DeFi Degen @tekhnocrad]

@degennQuant Hyperbeat has one of the cleanest, most stylish designs in the entire industry

[DeFi Degen @tekhnocrad]

@Lighter_xyz Kudos to the Lighter team

[DeFi Degen @tekhnocrad]

@vnovakovski probably nothing 🕯️

[DeFi Degen @tekhnocrad]

HOOD and COIN already tradable on @Lighter_xyz

Bullish AF 🕯️

[DeFi Degen @tekhnocrad]

@satoshiheist @CapitalMonet LMAO

[DeFi Degen @tekhnocrad]

@JakeGagain 🤣🤣🤣🤣🤣🤣

[DeFi Degen @tekhnocrad]

@Cointelegraph lower, he is black Jim Cramer

[DeFi Degen @tekhnocrad]

@HYPEconomist HYPE