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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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DeFi

Heres my Q2 investment review, short Q3 strategy forcast

Find ur free alpha gems here

2lambroz.eth

Jul 2, 2023

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
Self reflection

🔷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

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
REKT
@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

🔹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

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