tumilet

tumilet

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napkin calculations @TheSpartanGroup | views are my own | 🇪🇸

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$UNI at 35x FDV/BBB if you filter out all the honeypot driven volumes and fees + add Univ4 potential blended fee share of 15% (univ2 is 16.7%, univ3 is 18-19%). If the market behaves I think it will be a good runner. Query: dune.com/queries/6193681 twitter.com/tumilett/status/19...

Monitoring protocols' Dune Analytics accounts remains one of the most overlooked sources of alpha. twitter.com/tumilett/status/19...

Bull case is SeeSaw TGEs before EOY -> launches natively on VIRTUALs -> adds +$500M market cap to VIRTUALs-issued tokens aggregated marketcap and just from that VIRTUALs can reach $3. Very left-curve but can happen. twitter.com/tumilett/status/19...

Trade idea: Long $VIRTUAL, Short $ZORA. There can only be 1 "launchpad" that benefits from speculative activity on Base and think is VIRTUALS time with x402, Robotics and Prediction Markets agents + ZORA has monthly investor unlocks (dont quote me if im wrong). hyperliquid

Haha this is literally the same as Synapse's bridge volume wash trading controversy like 1 year+ ago. GGs to Defillama for keeping it honest. twitter.com/tumilett/status/19...

With LayerZero's $STG acquisition being finalized, they will be going from $16.6k to $29k Daily Rev or 26% of overall Interop market Hearing that a x-chain swap product to compete with $DBR is coming (could mean an additional $40k in daily rev). Data on http:/bridgewtf.com

Pendle has emerged as the premier infrastructure for yield-bearing stablecoins—capturing 30 %+ market share, 60× TVL growth in 18 months, & onboarding 18 new issuers @Pendle_fi

1/ Excited to release our investment thesis on @pendle_fi, co-authored with @jamesjho_ & @Modular_Capital Stablecoins are at an inflection point and we believe Pendle to be the most direct avenue to capture this secular tailwind Stablecoin Expansion ↔️

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