8 Current, Dead & Future Narratives

read my honest no filter thoughts

8 Current, Dead & Future Narratives

My honest break down & thoughts on it

i was very sick for a week,

had some time to pause n rethink.

Heres unfilter investment & personal thoughts

1️⃣ The Raise of yield markets & whats next

Ok, if yield market like @pendle_fi keep getting adoption & more fee, whats next?

an ecosystem around it.

• Yield strategy with @Flashstake ?

• new VE wrapper for VE pendle..? @Equilibriafi ?

• Lending market for higher capital efficiency?

2️⃣ GMX v2

• - More swap volume

• - Potential more fee for $GMX

• - Potential more Market

• - New GLP yield strategies protocols

• - More Forks coming soon?

3️⃣ NFTfi

keeping an eye on it

NFT volume is dropping, but nftfi lending volume is up

@ParaSpace_NFT been making moves

will there be incentive to trade n having another looksrare or blur moment?

@Tribe3Official just launched main net, perp trading? cross nft perp arbitrage?

NFT down bad but NFT guys are crazyyy

they are doge guys on steroids, give them a small reason n they will degen.

Just need to give them a reason n they will ape that shit hard

4️⃣ Uniswap V3 forks since the license has just expired

@PancakeSwap

@Mawhass

@MMFcrypto

@PopsicleFinance

@SushiSwap

@forgeDEX

@DovishFi

@MaiaDAOEco

I see u guys making moves lets see how much fee & yield u can bring!

keeping eyes on

5️⃣ The next arbitrum? zksyn? its a joke

Its currently disappointing, most things on @zksync are either just cheap fork, meme coins, pvp farming.

everyone is using "airdrop" as bait but they forgot the reason why arbitrum airdrop was good its because the ecosystem was blooming

Still keeping an eye on projects on @zksync using my list

https://twitter.com/i/lists/1640163264226299904

but overall im not depolying much there for now

Some highlight of #zksync epic fails

• a project raise 921 eth but stuck in contract lol

• core hunter 300e rug

• @snarklaunch ido drama

• zksynchero 100e rug

• n more

reference blockbeats

6️⃣ Cosmos defi is kinda dead

Do u know osmo has just launched concrentrated liquidity?

thats how popular cosmo defi is right now

my thoughts:

token single staking apy is too high,

u will need a lot of real defi activity to match it.

if i can get 80% apy for single stake why LP?

7️⃣ Solidly Forks

Forked so many times even im bored n don't want to do early farming nowadays.

pls just chill a bit guys.

i know its new chain n all but come on at least give it a mini twist

8️⃣ LSDfi

ETH lsdfi

most of them are PvP farming game, fun but not for everyone.

don't get my wrong i love ponzi n games, just don't think it should be the main thing to do in this market

Did i miss something? keen to learn more.

Overall

A lot of small ido raise but failed to pump

if everyone is raising but not much coins are pumping... where did the money go? ... dev's wallet n out of the speculation market.

meme coin pump

$PEPE $AIDOGE

i guess old dog tricks work

i love pepe memes but never bought

i hope meme coin doesn't become the new narrative because i suck at memecoin trading.

the only time i made money i was trying to impress a girl n it randomly pumped.

still didn't get laid

All these are smell of the end of this mini bull run.

Is like everyone is leaving the party n the horny guys are trying very hard to pick up the last few cash grab.. opps i meant girls

Unlike a few months back i can see LSD, GLP yield connecting into yield markets right now i can't see any major catalyst brewing or maybe im just being a Bear.

revisit my review of my investment thesis + how to develop urs there

I am a great believe of NOT trading is a form of trading, it can be smart to wait out n re enter later.

Or did i miss something? dm me any of ur thoughts

n if u read till here, just click those like retweet n let me farm ur engagement, hook a brother up