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Heres my Q2 investment review, short Q3 strategy forcast

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Welcome to the twisted mind of a logical investor, hopium addict and degen meme artist Hopefully u will find Alpha, DeFi Research Insight & MEMES 🐑 https://twitter.com/2lambro
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Heres my Q2 investment review, short Q3 strategy forcast

Find ur free alpha gems here

2lambroz.eth
Jul 2, 2023
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Heres my Q2 investment review, short Q3 strategy forcast

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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

  1. My Q3 forcast

  2. Personal action in this market

  3. Mistakes in Q2

  4. Self reflection


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🔷My Q3 forcast

1️⃣ETH L2 rotation

This WILL happen,

people in crypto to flock to the newest, sound coolest thing.

Actionable Strategy

Invest into the "first" or "best" of each chain's

  • DEX

  • Perp DEX

  • Lending markets

  • Solidly Forks

❗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

  • @zksync

  • @Starknet

  • polygon zkEVM

There are number of new L2 in testnet that might launch soon

  • @BuildOnBase

  • @0xMantle

  • @Scroll_ZKP

  • @LineaBuild


2️⃣ Perp

i like perps

Good real yield product, a sector that has proven it will stay

Catalyst

  • GMX v2 coming

  • New model A few perps using "no liquidatiion" to attract traders

Actionable Strategy

  • Look out for gmx new gmx forks

New forks look for cheap tokens or good LP farm

  • -GMX v2 trigger GLP war v2?

    So far

    • @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


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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

  • Image

    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

    REKT

    @Tn_pendle forgive me for my sin


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🔷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


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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


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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


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3️⃣ L2 farming

  • 🔹Polygon zkEVM

    Enjoying eth/btc farms on @QuickswapDEX

    good real yield + some $quick

    @DovishFI seems to be making moves, but i havent taken any action yet

  • 🔹@zksync

    only farming on @syncswap

    love to do more but still searching

    hook a brother up? @0xsebastiena

  • 🔹@Starknet

    Not that high yield n the chain experience not great

    waiting for turning point

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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

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JOKINGGGGGGG

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

THANK YOU!

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These 6 months been crazy fun

setting a new goal for myself soon

any suggestions?

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

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YO WHAT IF I TOLD U CAN FOLLOW WHAT I DO ON-CHAIN

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Heres my Q2 investment review, short Q3 strategy forcast

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