The DeFi Investor 🔎
The DeFi Investor 🔎

@TheDeFinvestor

7 Tweets 5 reads Apr 27, 2023
1/ A lot of alpha to unpack from the @TaikiMaeda2 latest one-hour video.
New narratives, yield opportunities, and more.
If you don't have time to watch it, here's a TL;DR👇
youtube.com
2/ • a narrative is likely to form around liquid staking protocols
Reasons:
-only 13% of $ETH supply is staked and unstaking ETH will become possible in early 2023
- this will likely make more people interested in staking ETH, especially through liquid staking derivatives
3/ Tokens likely to benefit:
$LDO, $RPL, $SWISE and $FXS
• GMX's GLP & Curve's tricrypto continue to be some of the best yield opportunities in DeFi based on risk/reward
• now it's not time to buy highly inflationary tokens (prioritize tokens with favorable vesting schedules)
4/ • @ShellProtocol built an accounting system (audited by a top firm) that introduces gas efficiency to DeFi primitives
The first app that utilizes this system is Proteus, an Arbitrum AMM.
LPs will get an airdrop, so providing some stables to Proteus could be worth it.
5/ • if you have NFTs, pairing your NFTs with ETH and providing liquidity to @sudoswap can be incredibly profitable
Since OpenSea royalties are high and there aren't royalties on Sudoswap, you can set very high swap fees for your Sudoswap pools.
(earn 100%+ APY in some cases)
6/ • passive liquidity provision isn't really worth it anymore
If you want to reap high rewards, you should learn how to use concentrated liquidity on Uniswap V3.
You can use revert.finance to find & analyze the positions of UniV3 LPs and copy them.
/7 That's it!
I hope that you found this short thread interesting.
Follow me @TheDeFinvestorfor more.
Like & Retweet the first tweet below if you can:

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