Discover more from 2lambroz.eth’s Substack
Heres my Q2 investment review, short Q3 strategy forcast
Find ur free alpha gems here
Do u ever sit down think about ur odds or why did u make this bet?
Most Crypto bros are worst than gamble addicts
At least Gamblers know their odds of winning
🔥 Heres my Q2 review, short Q3 strategy forcast
In the thread
My Q3 forcast
Personal action in this market
Mistakes in Q2
🔷My Q3 forcast
1️⃣ETH L2 rotation
This WILL happen,
people in crypto to flock to the newest, sound coolest thing.
Invest into the "first" or "best" of each chain's
❗Hold up bro, when i say invest, i don't mean ape into every new token on these L2
❓Ask these questions
is the valuation cheap enough?
because this is a leverage bet on the chain + a dex
(rip to all aptos + sui builders/ investors)
If not, can u just farm their incentive?
As mention in my old post if the chain is hot enough there will be airdrop hunters wash trading to get airdrop. just go farm their fee, its quite juicy. also most L2's new bridge only supports ETH making it good to supply for eth/usdc too
We are not in a bull market, as long as u aren't getting rug n keep stacking btc, eth n u will be GOOD!
List of live ETH L2 to explore
There are number of new L2 in testnet that might launch soon
i like perps
Good real yield product, a sector that has proven it will stay
GMX v2 coming
New model A few perps using "no liquidatiion" to attract traders
Look out for gmx new gmx forks
New forks look for cheap tokens or good LP farm
-GMX v2 trigger GLP war v2?
@steadefi has the best yield (im an investor of them)
@archi_fi pumped to 1usd from 0.28
@Rodeo_Finance IDO as im typing this
@GMDprotocol got their little eco system going
adding @Vaultkaofficial ( glp + vlp farming)
anyone i missed?
One thing i really like about investing in perp is that.
I can farm it, i can just provide LP n as long as it doesnt rug im good.
also there hv been some chats about protocol wash trading to pump thier token... sooooo why not farm them as well..? lol
3️⃣ ETH LSD
i wont repeat the things u see on twitter all the time
my key views are
Lots of layer Farming games that use ETH LSDfi as cover/base.
i don't know why people are buying the tokens but farming n dumping is good profit so far
@eigenlayer its cool good for ethereum, but the profit hungry side of me not sure what i can do as a retail investor
LSDfi is overall good for yield markets like @pendle_fi
Gud team, Gud marketing,
don't know why i got cocky thinking i m a gud trader because most twitter dont understand how it works so i sold thinking to re enter at a lower price
@Tn_pendle forgive me for my sin
🔷Personal action in this market
Great believer in "we are so NOT back"
want to stack as much btc n eth as much as possible.
Farming ETH/BTC, ETH/USDC, BTC/USDC pair with different ranges n place lately. if u been following me u will know
Not going into IDO as much, if i do size is small.
Basically not looking at any seed deals unless its under 5m fdv
(i like things cheap. im cheap)
I say i like forks but part of me is bored n need some new adrenaline rush
1️⃣ Went into extreme small size seed deal for @Spartadex_io
bought some NFTs off secondary too
Degen bet really
DeFi kingdom + solidly sounds kinda fun.
its not really investing but gamble fun with some sort of hopium
launching via @daomaker
2️⃣ Farming @steadefi
yield is good so far, one of the better vaults
has bonus $esSTEADY token emission. why not farm it right?
disclaimer @jefflam_ is a personal fren of my + im an investor of steadefi
i trust their product n apy is good.
UI might be a lot going on n marketing is not degen enough to fomo u to the dapp but @kevin_steadefi is one of the most helpful guys that if u ever ping him on discord
just saying.. last time i asked u guys to farm something was @archi_fi n its at 1 usd now lol
3️⃣ L2 farming
Enjoying eth/btc farms on @QuickswapDEX
good real yield + some $quick
@DovishFI seems to be making moves, but i havent taken any action yet
only farming on @syncswap
love to do more but still searching
hook a brother up? @0xsebastiena
Not that high yield n the chain experience not great
waiting for turning point
if u are building something on any L2 that is cool PING ME
but if its scam + trash i will publicly talk shit tho.
🔷Mistakes in Q2
Sold 80% of $Pendle too early because i thought most CT don't know how to use it.
like the product like the team don't know why i thought im a gud trader
Didn't go hard into in those LSDfi farming games, didn't realise wraping farming game with "real yield" will be hot & attractive to CT
in fact, now that i think of it
High TVL, its real yield, if u just farming the ETH part is free money anyways is attractive
Overall i spent too much time writing, even tho i enjoy talking n vibing with u guys.
i can't really afford to just write for fun n not go find alpha, nearly forgot that im broke from ftx.
need to do better time managment
fk that i don't like writing but i like u guys!
its the bear anyways, lets admit it. i wont beable to make much anyways
Thank you for the 10k following
my true readers, i enjoy ur comments n feedbacks. every single one of them
These 6 months been crazy fun
setting a new goal for myself soon
P.S i got a new hobby other than crypto
i grow grass!
i will keep the thank you short but seriously i love every single step of this journey
YO WHAT IF I TOLD U CAN FOLLOW WHAT I DO ON-CHAIN