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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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Looking for good protocols in Arbitrum Season?

Narrative : GLP, Camelot launchpad project, dev actualy built READ MORE

2lambroz.eth
Apr 2, 2023
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Looking for good protocols in Arbitrum Season?

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Looking for good protocols in Arbitrum Season?

✅GMX narrative

✅Camelot launchpad Project

✅Dev actually built something & improving

✅@crypto_linn likes it 😂

Check out @Neutrafinance & their nGLP v2

❓What is Neutrafinance

TLDR

They are a Delta Neutral GLP strategy vault protocol.

Check out more detail from @crypto_linn’s thread

Twitter avatar for @crypto_linn
🉐 Crypto Linn @crypto_linn
I like Arbitrum I like GLP I like Delta I like Neutral I like Yield Enter: @Neutrafinance 👇
1:59 PM ∙ Dec 23, 2022
88Likes13Retweets
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❓Why am i looking at them?

🔹Arbitrum season is here

🔹Trading volume & yields are going up

🔹Their dev actually build, deliver and improve

🔹They work directly with @GMX_IO

Image

📌Their latest nGLP V2 Update

🔹Product Features Update

🔹Instant deposit & withdraw

🔹Deposit with GLP

🔹New Stats Page

In V2 u don’t have to wait for batch & epoch policies like V1.

U can directly deposit ur GLP into the vault instead of

GLP >DAI > DN GLP vault.

I haven’t tried depositing with GLP yet but these are small but useful features that make a real user sticky to the protocol

📌Vault improvement

They have raised their leverage for hedging to improve their efficiency.

Meaning they now require less capital to hedge out the Delta (keep the position delta neutral)

more money to put into the GLP for more yield.

Feel free to learn more about GLP here

Twitter avatar for @2lambro
2Lambroz.eth 🐑 🧵73 threads so far since 2023🔥 @2lambro
❓Actually Understand GLP Strategies, GLP is a great but what if u can maximise ur return more effectively by farming Delta Neutral or Leverage long? Learn when to farm with different GLP strategies 💥Understand with examples and backtest from lambro
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7:45 AM ∙ Mar 14, 2023
119Likes22Retweets

📌Tokenomics Update

🔹Floor price fund support price changed from $0.65 > 1

Floor price fund address

0x4C38c944D10a13865ef40E55e37c496b1EAF5bF6

🔹Neutra Finance is transiting $NEU into deflationary tokenomics

Treasury will be deployed into nGLP with the DAI & esNEU rewards burnt

They will start with 70k allocated to the NEU burner.

$NEU Burner address

0x744C608414AC47Be584B05D32A3451264cef177B

Disclosure:

I like the Neutra finance team n they reached out for this sponsor thread.

I only work with projects that i like & @Neutrafinance is one of them and i interested to work with them in the long term.

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📌Reason why i like their team.

They work directly with @GMX_io & @robo_vault (a team i respect for their yield strategy)

They have been building real product & launched on camelot was super hot.

Twitter avatar for @Neutrafinance
Neutra Financeㅣ nGLP V2 is coming... @Neutrafinance
1/ 🧵on the collaboration between Neutra and @robo_vault (Robo Labs) Hi Neutrons, Robofam, Humanoids! We are excited to announce that we have officially established a partnership with Robo Labs. Reply w/ “🤖 ” for congratulations!
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12:43 PM ∙ Mar 6, 2023
61Likes21Retweets

📌Summary

🔹They are under 2m mcap &12m FDV, a lot cheaper than other camelot launchpad token.

🔹Vault protocols typically has high correlation between TVL & token price

🔹I like the team so far

🔹They only have a DN strategy right now, if the market goes up.

They might not have a product that fits the market

🔹They only raised 400k on camelot might be limited runway but the team is building & delivering so far.

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This is an early stage protocol, becareful n do not invest what you are not comfortable losing.

Thanks for reading & lambro out

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