Welcoem to posts!!
in the future - u will be able to do some more stuff here,,,!! like pat catgirl- i mean um yeah... for now u can only see others's posts :c
Hey everyone - wanted to quickly touch base.
Hope you've had a good year, are happy with where your portfolio is and have made an investment-plan for 2024.
I've been talking about a few different airdrops recently and am creating a Notion page to collect all the information. If you want access to it, simply make sure you are subscribed to my Substack and this channel.
thorhartvigsen.substack.com/
See you all in the new year. Have a lot of stuff planned.
28 - 7
A quick update on the market📊👇
Hey everyone. Apologies for the lack of content recently. I've been traveling quite a lot (such as EthCC in Paris) and am currently moving to a new appartement.
I'll be back in full force later in August with a lot of content planned! Until then, you can find me on Twitter.
In regards to the market: If you're still here, congrats. It's likely that the worst is over and that 2024 will be a decent year for crypto/DeFi. As rates go down, DeFi yields will become more lucrative and this combined with a possible Bitcoin ETF, BTC halving and an overall better economic outlook are solid catalysts for next year.
Optimistic about the future - see you all soon🫡
20 - 4
Hey all! I've recently begun writing long-form content on Substack as a way of portraying my thoughts and reflections on market in a more detailed manner.
Check out my recent article on catalysts and narratives to watch in Q3:
thorhartvigsen.substack.com/p/9-narratives-to-watc…
28 - 2
My wallet tracker is now live! Go check it out:
pine-ixora-306.notion.site/Wallet-Tracker-by-Thor-…
10 - 2
- DeFi updates -
Hey! Hope everyone's having a good week so far. Wanted to share some more about my personal strategies as I've received a lot of comments expressing interest here.
- I recently sold 90% of my GLP exposure after having farmed it for over a year. In a more bullish environment traders have a positive PnL and that impacts the price of GLP negatively resulting in it underperforming other strategies. I still think it's a good farm and especially on PlutusDAO however I wanted to reduce my exposure to the market and converted it into USDC (which is now deposited on Radiant).
- My biggest farming strategy continues to be on Radiant where I have deposited a part of my stablecoins and some ETH as well. I have my RDNT investment (up nearly 5x since purchase earlier this year) locked to earn token emissions on my depositet liquidity. See my recent Radiant video for more info.
- Testing out different strategies on Pendle as well (will let you know more soon).
If you have any questions let me know. Otherwise, have a great day!
43 - 18
Some DeFi protocols with upcoming catalysts in Q2/Q3📊
• Chainlink: Proposal to partner up with GMX and offer custom low-latency oracles in return for 1.2% of all fees generated on GMX
• dYdX: V4 - launching a custom chain in the Cosmos ecosystem with a native on-chain orderbook
• Frax Finance: V3 - focus on pegging FRAX to the USD rather than USDC (reduce risk)
• Curve Finance: crvUSD - a native stablecoin backed by assets on Curve which could reduce swap fees significantly on Curve
• Yearn Finance: Launching yETH, a native Ethereum LSD made up of a basket of already established LSDs like stETH and rETH
• Synthetix: V3 introducing new collateral pairs other than SNX as well as isolated pools and potential cross-chain expansion
I made a thread on Twitter covering 25 catalysts for Q2/Q3. You can find it here:
twitter.com/ThorHartvigsen/status/1646582528357322…
22 - 3
The Arbitrum airdrop has been announced and will be distributed next week.
If you’ve watched my videos over the past year you should be eligible for at good amount💪
Please be super careful not getting scammed and only use the official link from the official Arbitrum Twitter!
Check your eligibility: arbitrum.foundation/
22 - 5
Hey all! Hope you're having a good weekend.
I quickly wanted to touch base and reveal some upcoming content. Over the next few weeks I'll post videos on:
- Why liquid staking tokens are exploding in popularity and how to take advantage of this
- The largest narratives to follow in DeFi for 2023
- My updated portfolio for Q1 2023
Furthermore, I will be hosting a Twitter space with @DynamoDeFi on Tuesday 12pm ET to talk about current trends in DeFi (twitter.com/Dynamo_Patrick/status/1613736124471541….
That's all for now. Have a nice Saturday💪
37 - 4
- FTX Collapse -
Hey everyone. Hope you are still standing after the most recent crypto catastrophe. They seem to happen almost once a month at this point. I was contemplating about making a video on the whole situation but decided to write a post here instead & sharing my thoughts on what I think will happen next for the space.
What happened to FTX? How could an exchange become insolvent? Their job was literally to simply just hold user funds and make a killing on trading & swap fees, which they no doubt did (8 figures/day estimated). Now FTX is allegedly missing $8bn!! That is an insanely large number and understandably Binance is not interested in an acquisition at this point.
SBF (Sam Bankman Fried) is the founder of FTX but also the hedge fund Alameda which has had close ties to the exchange and is known for their deep involvement in the Solana ecosystem. Allegedly they went belly-up alongside with 3AC back at the LUNA crash. The difference between these two funds is however that FTX gave Alameda a few billion to stay above water. This combined with them borrowing against their own made up FTT token and other user fund activities is what probably led to the downfall and insolvency.
This is without doubt one of if not the worst blow-up we've seen in the crypto space. A TON of people have lost a large part of their savings and FTX not only had deep ties with retail users but also institutional entities. The worst part about all of this is the tweets from SBF less than 24 hours before withdrawals are paused he posted that everything was fine (gives me Do Kwon vibes). One thing is for sure and that is that mainstream adoption has been pushed back significantly.
The irony is that while puts a bad rep on the whole industry including defi this proves EXACTLY why decentralized and transparent finance is needed. My long term conviction for crypto adoption remains the same however it needs to look very different from what it is today.
If you've made it this far hats off to you! I'm happy to be sharing this journey with you all and still excited for what the future will bring. Onwards & upwards!
75 - 7
To anyone using USN on the Near Blockchain:
Decenctral Bank (creator of USN) has announced that they will be retiring the stablecoin (twitter.com/DcntrlBank/status/1584600881169072128)
There is no depeg and you have plenty of time to withdraw from the liquidity pool on Ref finance. Simply a heads up as rewards in the pool will end by the end of November. I have just now withdrawn all my USN to USDC with no issue.
22 - 1